PANWY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-22
- IRS object ID
- 201411429349100701
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-22T09:28:39-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060915666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENSPRING FAMILY OFFICES | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 GREENWICH OFFICE PARK | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136130759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PANWY FOUNDATION INC CO EAGLE CAP INT'L LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PANW | BusinessNameControlTxt |
| Phone | 2036616616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E PUTNAM AVE NO 3100 | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH M WYMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2036616616 | PhoneNum |
| Signature | 2014-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENSPRING FAMILY OFFICES | PreparerPersonNm |
| PTIN | P01315405 | PTIN |
| Phone | 2036616616 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,209,400 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $53,757 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $858 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $858 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,519,161 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,649 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $331,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $53,153 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,153 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,986 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,838 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $415 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $105,226 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $279,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $279,333 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,593,404 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,497,656 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,874,963 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$262,670 | OtherAssetsBOYAmt |
| Other Assets EOY | -$278,356 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $55,104 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,435,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,498,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,209,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,435,960 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,498,633 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,435,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,498,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,435,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,498,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,435,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,634 | OtherIncreasesAmt |
| Subtotal | $3,503,032 | SubtotalAmt |
| Other Decreases | $4,399 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,498,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | P | $4,399 | $4,399 | $4,399 | |||
| ACL ALTERNATIVE FUND | P | $3,221 | $3,221 | $3,221 | |||
| ACL ALTERNATIVE FUND | P | -$902 | -$902 | $902 | |||
| LOOMIS SAYLES FDS BD FD | P | $1,530 | $4 | $4 | $1,526 | 2013-04-26 | 2013-10-07 |
| UNIFIED SER TR IRON STRAT INC | P | $3,485 | $43 | $43 | $3,442 | 2012-12-28 | 2013-10-14 |
| LOOMIS SAYLES FDS BD FD | P | $26,370 | $839 | $839 | $25,531 | 2012-09-24 | 2013-10-07 |
| UNIFIED SER TR IRON STRAT INC | P | $93,169 | $660 | $660 | $92,509 | 2011-12-29 | 2013-10-14 |
| IVA FIDUCIARY TR IVA WRLDWIDE I | P | $8,291 | $721 | $721 | $7,570 | 2012-12-14 | 2013-05-17 |
| TCW FDS INC EMRG MKTS CL I | P | $12,268 | -$933 | -$933 | $13,201 | 2012-12-03 | 2013-08-02 |
| LOOMIS SAYLES FDS BD FD | P | $7,651 | $22 | $22 | $7,629 | 2013-04-26 | 2013-10-07 |
| DFA INVT DIMENSION GRP EMRG MKTS VAL | P | $5,494 | $52 | $52 | $5,442 | 2013-03-11 | 2013-10-10 |
| FPA FDS TR FPA CRESCENT I | P | $18,119 | $1,900 | $1,900 | $16,219 | 2013-07-02 | 2013-10-10 |
| UNIFIED SER TR IRON STRAT INC | P | $5,029 | $66 | $66 | $4,963 | 2013-09-27 | 2013-10-11 |
| VANGUARD FXD INC SECS INFL PRO SEC I | P | $4,634 | -$294 | -$294 | $4,928 | 2013-06-28 | 2013-10-21 |
| GNMA PASS-THRU X SINGLE FAMILY | P | $14,687 | -$1,613 | -$1,613 | $16,300 | 2002-08-07 | 2013-01-15 |
| DFA INVT DIMENSION GRP LARGE CAP INTL | P | $134,001 | $2,494 | $2,494 | $131,507 | 2011-12-16 | 2013-05-17 |
| UNIFIED SER TR IRON STRAT INC | P | $140,000 | $2,008 | $2,008 | $137,992 | 2011-03-30 | 2013-05-17 |
| IVA FIDUCIARY TR IVA WRLDWIDE I | P | $260,169 | $39,312 | $39,312 | $220,857 | 2010-12-16 | 2013-05-17 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | $112,154 | $4,139 | $4,139 | $108,015 | 2011-12-18 | 2013-05-17 |
| TCW FDS INC EMRG MKTS CL I | P | $2,216 | -$62 | -$62 | $2,278 | 2012-05-08 | 2013-08-02 |
| LOOMIS SAYLES FDS BD FD | P | $131,849 | $4,193 | $4,193 | $127,656 | 2012-09-24 | 2013-10-07 |
| FPA FDS TR FPA CRESCENT I | P | $131,881 | $25,599 | $25,599 | $106,282 | 2012-07-03 | 2013-10-10 |
| UNIFIED SER TR IRON STRAT INC | P | $47,900 | $875 | $875 | $47,025 | 2009-11-06 | 2013-10-11 |
| A H BELO CORP COM CL A | P | $61,303 | $36,196 | $36,196 | $25,107 | 1985-04-04 | 2013-10-17 |
| TCW GALILEO EMERGING MKTS | P | $143,736 | -$6,264 | -$6,264 | $150,000 | 2012-05-05 | 2013-08-02 |
| SECURITIES | P | $1,033 | -$397 | -$397 | $1,430 | 2012-05-05 | 2013-08-02 |
| SPDR GOLD TRUST GOLD SHS | P | $99,646 | $27,445 | $27,445 | $72,201 | 2008-06-19 | 2013-10-11 |
| CAPITAL GAINS DIVIDENDS | P | $44,926 | $44,926 | $44,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,649 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,653 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,066,547 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083278 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $295,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,088,694 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072336 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $364,947 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,117,742 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $267,258 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,125,239 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $410,118 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,857,898 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084423 | DistributionYr5Rt |
| Total Distribution | 0.393451 | TotalDistributionRt |
| Average Distribution | 0.078690 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,045,936 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $318,375 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,199 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $320,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $220,215 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,203 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,250 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,453 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,055 | OverpaymentAmt |
| Applied To ES Tax | $1,055 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH M WYMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036616616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ECI LLC 15 E PUTNAM AVE 3100 | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RALPH M WYMAN | ||||||||
| 34 BALDWIN FARMS NORTH | GREENWICH | CT | 06831 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RUTH L RUSSELL | ||||||||
| 5025 ARLINGTON AVE | RIVERDALE | NY | 10471 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| VIRGINIA W MEYER | ||||||||
| 71 RIDGEVIEW AVE | GREENWICH | CT | 06830 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CARLA BENKA | ||||||||
| 26 CIRCUIT ROAD | CHESTNUT HILL | MA | 02467 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PEGGY R ROSENBLUM | ||||||||
| 143 HOBART ROAD | NEWTON CENTRE | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LESLIE A W COOPER | ||||||||
| 26 THE RIDGEWAY | GREENWICH | CT | 06831 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| ALEXANDRA NP DORF | ||||||||
| 3 FULLER STREET APT6 | BROOKLINE | MA | 02446 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CRISTINA WYMAN | ||||||||
| 207 EAST 74TH STREET APT2L | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,721,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $211,943 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,107,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,107,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,045,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,398 | TotalTaxAmt |
| Distributable Before Adj | $197,899 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,899 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,899 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $220,215 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $220,215 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $167,223 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,996 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $167,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,333 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,384 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $627,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,899 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,316 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $649,544 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $167,223 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $482,321 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,996 | ExcessFromYear4Amt |
| Excess From Year3 | $167,292 | ExcessFromYear3Amt |
| Excess From Year2 | $93,333 | ExcessFromYear2Amt |
| Excess From Year1 | $138,384 | ExcessFromYear1Amt |
| Excess From Current Year | $22,316 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP | |||||||
| 601 E STREET | WASHINGTON DC | DC | 20049 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ALBERT SCHWEITZER FELLOWSHIP | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2075 SILAS DEANE HIGHWAY | ROCKY HILL | CT | 06067 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $550 |
| AMERICAN HEART ASSOC-NYC AFFILIATE | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $2,500 |
| AMERICAN RED CROSS | |||||||
| 540 NW UNIVERSITY BLVD | PORT ST LUCIE | FL | 34986 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,300 |
| ANDREW GOLKIN MEMORAIL SCHOLARSHIP FUND | |||||||
| 55 EXCHANGE PLACE FLOOR 6 | NEW YORK | NY | 10005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| BOSTON PREPARATORY CHARTER PUBLIC SCHOOL | |||||||
| 43 BROAD STREET | HUDSON | MA | 01749 | DONEE | CHARTER PUBLIC SCHOO | CHARITABLE DONATION | $2,500 |
| BOSTON SYMPHONY ANNUAL FUND | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| BROOKLINE COMMUNITY FUND | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $4,500 |
| BROOKLINE EMERGENCY FOOD PANTRY | |||||||
| 15 ST PAULS STREET | BROOKLINE | MA | 02446 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CALL A RIDE GREENWICH INC | |||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CANCER CARE | |||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| CARVER CENTER | |||||||
| 938 YORK ROAD | TOWSON | MD | 21204 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CENTER FOR FOOD ACTION INC | |||||||
| 192 WEST DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| CENTER OF THEOLOGICAL INQUIRY | |||||||
| 50 STOCKTON STREET | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||
| 116TH STREET | NEW YORK | NY | 10027 | DONEE | UNIVERSITY | CHARITABLE DONATION | $500 |
| CONNECTICUT FOOD BANK | |||||||
| 56 EAGLE STREET | WATERBURY | CT | 06708 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| COUNCIL OF THE ARTS AT MIT | |||||||
| MIT | BOSTON | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $6,500 |
| CT PUBLIC TV & RADIO | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,100 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| EYES ON KENYA | |||||||
| 1055 OLD POST ROAD | BEDFORD | NY | 10506 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| FAMILY RE-ENTRY | |||||||
| 9 MOTT AVE 110 | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| FINCA INTERNATIONAL | |||||||
| 1101 14TH STREET | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| FIRST CHURCH IN CHESTNUT HILL | |||||||
| CHESTNUT HILL | NEWTONVILLE | MA | 02467 | DONEE | CHURCH | CHARITABLE DONATION | $2,500 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | CHURCH | CHARITABLE DONATION | $7,500 |
| FLAT ROCK BROOKE NATURE ASSOCIATION | |||||||
| 443 VAN NOSTRAND AVENUE | ENGLE WOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| GIVE BACK FOUNDATION | |||||||
| PO BOX 535 | ALLENTOWN | NJ | 08501 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| GLENVILLE VOLUNTEER FIRE COMPANY | |||||||
| 266 GLENVILLE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GOOD SHEPHARD COMMUNITY CARE | |||||||
| 1115 4TH AVENUE NORTH | SAUK RAPIDS | MN | 56379 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| GOODWILL INDUSTRIES NEW YORK | |||||||
| 2231 3RD AVENUE | NEW YORK | NY | 10035 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,250 |
| GREENPEACE | |||||||
| 702 H STREET NW | WASHINGTON | DC | 20001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER ROAD | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| GREENWICH ARTS COUNCIL | |||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| GREENWICH CHAPLAINCY SERVICES | |||||||
| 70 PARSOANGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,700 |
| GREENWICH EMERGENCY MEDICAL SERVICE | |||||||
| 1111 E PUTNAM AVENUE | GREENWICH | CT | 06878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| GREENWICH HOSPITAL ASSOCIATION | |||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | DONEE | HOSPITAL | CHARITABLE DONATION | $100 |
| GREENWICH LAND TRUST | |||||||
| 132 EAST PUTNAM AVENUE | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH SYMPHONY ORCHIESTRA INC | |||||||
| 10 HILLSIDE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| HABITAT FOR HUMANITY NEW YORK CITY | |||||||
| 111JOHN STREET | NEW YORK | NY | 10038 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| HEBREW HOME AT RIVERDALE | |||||||
| 5901 PALISADE AVENUE | BRONX | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| HOSPICE TREE | |||||||
| PUTNAM | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| HOTCHKISS LIBRARY ANNUAL FUND | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | PUBLIC LIBRARY | CHARITABLE CONTRIBUTION | $850 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| JONAS CENTER FOR NURSING EXCELLENCE | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $12,800 |
| LEAGUE OF WOMEN VOTERS | |||||||
| 1740 M STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| LIBERATION PROGRAMS INCORPORATED | |||||||
| 129 GLOVER AVENUE | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| LUTHERAN CHURCH MISSOURI SYNOD | |||||||
| 1333 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| MASCULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $3,000 |
| MEALS-ON-WHEELS | |||||||
| 1200 WASHINGTON AVENUE | MINNEAPOLIS | MN | 55415 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $450 |
| MEMORIAL SLOAN-KETTERING CANCER CENTE | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | DONEE | HOSPITAL | CHARITABLE DONATION | $900 |
| METEROPOLITAN OPERA ASSOCIATION | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| METROPOLITAN OPERA NEW ENGLAND REGIONAL AUDITIONS | |||||||
| 17 PARTRIDGE ROAD | LEXINGTON | MA | 02420 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $4,000 |
| MIDDLEBURY COLLEGE | |||||||
| OLD CHAPEL MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | DONEE | COLLEGE | CHARITABLE DONATION | $300 |
| MORGAN MEMORIAL GOODWILL INDUSTRIES | |||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | DONEE | COLLEGE | CHARITABLE DONATION | $300 |
| MOUNTAIN VALLEY MEDICAL CLINIC | |||||||
| 554-850 MEDICAL CENTER DRIVE | BIEBER | CA | 96009 | DONEE | HOSPITAL | CHARITABLE DONATION | $200 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL JEWISH HEALTH | |||||||
| 7900 GLADES RD 410 | BOCA RATON | FL | 33434 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $100 |
| NATURE CONSERVANCY | |||||||
| AVAILABLE UPON REQUEST | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,750 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $2,500 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| NEW YORK PUBLIC LIBRARY | |||||||
| FIFTH AVENUE | NEW YORK | NY | 10010 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $300 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| NEW YORK RESTORATION PROJECT | |||||||
| 1 MARGARET CORBIN DRIVE | NEW YORK | NY | 10040 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE DONATION | $300 |
| NEW YORK STEM CELL FOUNDATION | |||||||
| 178 COLUMBUS AVENUE 237064 | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| NEWTON FREE LIBRARY | |||||||
| 330 HOMER STREET | NEWTON CENTER | MA | 02459 | DONEE | PUBLIC LIBRARY | CHARITABLE CONTRIBUTION | $350 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| NORWALK COMMUNITY TECHNICAL COLLEGE FOUNDATION | |||||||
| 188 RICHARDS AVE | NORWALK | CT | 06854 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $250 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSENCRANS AVENUE | MANHATTAN BEACH | CA | 90266 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PARSONAGE COTTAGE HOME | |||||||
| 88 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,700 |
| PERU CONGREGATIONAL CHURCH | |||||||
| 1431 FOURTH STREET | PERU | IL | 61354 | DONEE | CHURCH | CHARITABLE DONATION | $500 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| POLICE ATHLETIC LEAGUE | |||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| PRINCETON THEOLOGICAL SEMINARY | |||||||
| 64 MERCER STREET | PRINCETON | NJ | 08542 | DONEE | SCHOOL | CHARITABLE DONATION | $2,500 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | DONEE | COLLEGE | CHARITABLE DONATION | $1,000 |
| RADIATION ONCOLOGY INSTITUTE | |||||||
| 10335 N MILTARY TRL C | WEST PALM BEACH | FL | 33410 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| READING PARTNERS | |||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| RECORDING FOR THE BLIND & DYSLEXIC | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| RIVERDALE COUNTRY SCHOOL | |||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | DONEE | SCHOOL | CHARITABLE DONATION | $2,000 |
| RIVERDALE NEIGHBORHOOD HOUSE | |||||||
| 5521 MOSHOLU AVENUE | BRONX | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| RIVERDALE SENIOR SERVICES INC | |||||||
| 2600 NETHERLAND AVENUE | BRONX | NY | 10463 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| ROSIE'S PLACE | |||||||
| 1102 SOUTHWEST INVAHOE STREET | PORT ST LUCIE | FL | 34983 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| ROUND HILL VOLUNTEER FIRE COMPANY | |||||||
| PO BOX 8 4 MAIN STREET | ROUND HILL | VA | 20142 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SALISBURY VISITING NURSE ASSOCIATION | |||||||
| 30A SALMON KILL ROAD | SALISBURY | CT | 06068 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| SAVE-THE REDWOODS LEAGUE | |||||||
| 114 SANSOME STREET | SAN FRANCISCON | CA | 94104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| SELF-HELP COMMUNITY SERVICES | |||||||
| 520 EIGTH AVENUE | NEW YORK | NY | 10018 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| SHELTER FOR THE HOMELESS INC | |||||||
| PO BOX 1252 | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SHERRILL HOUSE INCORPORATED | |||||||
| 135 SOUTH HUNTINGTON AVENUE | JAMAICA PLAIN | MA | 02130 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | DONEE | HOSPITAL | CHARITABLE DONATION | $1,000 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SPRINGWELL INC | |||||||
| 125 WALNUT STREET | WATERTOWN | MA | 02472 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| STAMFORD HOSPITAL | |||||||
| 30 SHELBURNE ROAD | STAMFORD | CT | 06904 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| STEPS TO SUCCESS | |||||||
| 19 KENNARD ROAD | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| STRATTON FOUNDATION | |||||||
| PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| SUNTRUST UNITED WAY | |||||||
| 1 LAFAYETTE CT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| THE 5TH AVE THEATRE ASSOCIATION | |||||||
| 1308 5TH AVE | SEATTLE | WA | 98101 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| THE BARNARD FUND | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| THE CAMPAIGN FOR MISA INC | |||||||
| 1509 GORTNER AVENUE | ST PAUL | MN | 55108 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $1,500 |
| THE CARCINOID CANCER FOUNDATION | |||||||
| 333 MAMARONECK AVENUE 492 | WHITE PLAINS | NY | 10605 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| THE COMMUNITY CHEST OF ENGLEWOOD | |||||||
| 122 SOUTH VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| THE CONCORD COALITION | |||||||
| 1011 ARLINGTON BLVD | ARLINGTON | VA | 22209 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THE DOE FUND INC | |||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE CONTRIBUTION | $500 |
| THE LIGHTHOUSE | |||||||
| 111 E 59TH STREET | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $650 |
| THE PREPARATORY FOUNDATION | |||||||
| 1286 HYDE PARK AVE | HYDE PARK | MA | 02136 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| THE PUBLIC THEATERNYSF | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $2,500 |
| THE RONALD MCDONALD HOUSE OF NEW YORK | |||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $450 |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| THIRTEENIWNET NEW YORK | |||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| TRANSPORTATION ASSOC OF GREENWICH | |||||||
| 13 RIVERSIDE AVE | RIVERSIDE | CT | 03878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| UNION COLLEGE | |||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| UNITARIAN CHURCH OF ALL SOULS | |||||||
| 1157 LEXTINGTON AVE | NEW YORK | NY | 10075 | DONEE | CHURCH | CHARITABLE DONATION | $1,500 |
| UNITED PARISH AUBURNDALE | |||||||
| 64 HANCOCK STREET | NEWTON | MA | 02466 | DONEE | CHURCH | CHARITABLE DONATION | $10,000 |
| UNITED WAY OF GREENWICH | |||||||
| 1 LAFAYETTE COURT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $38,500 |
| UNITED WAY OF MASS BAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| USO WORLD HEADQUARTERS | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $100 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| NEW YORK | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| VOLUNTEERS OF AMERICA | |||||||
| 340 WEST 85TH STREET | NEW YORK | NY | 10024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| WAVE HILL | |||||||
| 675 WEST 252ND STREE | BRONX | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| WGBH RADIO & TV | |||||||
| ONE GUEST | BOSTON | MA | 02135 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| WOMENS OPPORTUNITY FUND | |||||||
| 2122 YORK ROAD | OAK BROOK | IL | 60523 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $858 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,649 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $277,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $277,873 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | TAX REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CARLA M W BENKA | |||||||
| 1 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $10,000 | Yes (X) | |
| RICHARD W BENKA | |||||||
| 2 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $10,000 | Yes (X) | |
| VIRGINIA A MEYER | |||||||
| 3 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $150 | Yes (X) | |
| DAVID CP WYMAN | |||||||
| 4 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $1,000 | Yes (X) | |
| KATHARINE S MEYER | |||||||
| 5 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $2,500 | Yes (X) | |
| CHARLENE LP THOREEN | |||||||
| 6 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $5,000 | Yes (X) | |
| JEFFREY J RUSSELL | |||||||
| 7 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $25,107 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 7 | ContributorNum |
| Noncash Property | BELO CORP COM SER A | NoncashPropertyDesc |
| Fair Market Value | $60,998 | FairMarketValueAmt |
| Received | 2013-10-30 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-US EQUITIES | AT COST | $942,800 | $1,183,856 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | $1,019,926 | $1,164,943 |
| MUTUAL FUNDS-BONDS | AT COST | $1,240,611 | $1,223,362 |
| ABBEY CAPITAL ACL ALTENATIVE FUND | AT COST | $187,683 | $156,839 |
| SPDR GOLD TRUST SHS | AT COST | $106,636 | $145,963 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMA MULTISTRATEGY OFFSHORE FD | Desc |
| BOY Book Value | -$262,670 | BOYBookValueAmt |
| EOY Book Value | -$278,356 | EOYBookValueAmt |
| EOYFMV | $55,104 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTIAL REDEMPTION OF INVESTMENT IN AMA MULTISTRATEGY OFFSHORE FD | Description |
| Amount | $4,399 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE ANNUAL FEES | $415 | $0 | $415 |
| VIA ACL ALTENATIVE FUND LIMITED | $3,422 | $3,422 | $0 |
| INVESTMENT EXPENSE | $1,204 | $1,204 | $0 |
| VIA ACL ALTENATIVE FUND LIMITED | $212 | $212 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INVESTMENT IN ACL ALTERNATIVE FUND | $1,251 |
| ACCRUED INCOME | $16,383 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $53,153 | Amt |
| Net Investment Income | $53,153 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $986 | $0 | $0 |
| FEDERAL TAXES | $3,000 | $0 | $0 |
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