2014-06-23T10:24:27-07:00 2013-12-31 STEVEN MOSKOWITZ CPA PC 660 WHITE PLAINS RD 5TH FL TARRYTOWN NY 105915187 990PF 2013-01-01 200703467 SBW FOUNDATION SBWF 8603461570 C/O SUSAN WASCH-PO BOX 1502 MIDDLETOWN CT 06457 SUSAN B WASCH OFFICER 8603461570 2014-06-23 true STEVEN MOSKOWITZ CPA 9143666714 2013 2015-12-30 17:16:21Z X X 1437212 X X 26097 26097 152073 280468 152073 2029 2029 180199 180199 4820 2410 2410 3941 3941 4 4 6116 928 46 27 19 14927 7310 2429 79050 79050 93977 7310 81479 86222 172889 2293 6384 6384 68717 91910 91910 635259 694197 1338918 706269 792491 1437212 0 X 706269 792491 706269 792491 706269 792491 706269 86222 792491 792491 CAPITAL GAIN FROM PASS THRU ENTITY P 2012-01-01 2013-12-31 463 0 0 463 0 0 0 463 STATE STREET SECURITIES TRANSACTIONS P 2012-01-01 2013-07-01 279152 0 128395 150757 0 0 0 150757 CAPITAL GAIN DISTRIBUTION P 2012-01-01 2013-12-01 853 0 0 853 0 0 0 853 152073 false 76432 1181459 0.064693 67061 1172838 0.057178 65640 1048714 0.062591 63384 934810 0.067804 86967 1103953 0.078778 0.331044 0.066209 1348327 89271 1729 91000 81479 3458 0 3458 3458 1038 1000 2038 2038 1420 0 false false false false false false false true true CT true false false false false true N/A SUSAN B WASCH 8603461570 150 COLEMAN ROAD MIDDLETOWN CT 065475065 false false false false false false false false false false false false false false false false false false false false SUSAN B WASCH 150 COLEMAN ROAD MIDDLETOWN CT 06457 TRUSTEE 1.00 0 0 0 WILLIAM K WASCH 150 COLEMAN ROAD MIDDLETOWN CT 06457 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 1286310 82550 0 1368860 1368860 20533 1348327 67416 67416 3458 3458 63958 63958 63958 81479 81479 81479 63958 11090 10332 77371 98793 81479 81479 63958 63958 116314 0 116314 34835 81479 SUSAN B WASCH NA SUSAN B WASCH 150 COLEMAN ROAD MIDDLETOWN CT 064575065 8603461570 N/A N/A N/A FOCUS PO BOX 1027 NEW CANAAN CT 06840 EXEMPT RELIGIOUS INSTITUTIONFURTHER PURPOSE OF 2000 0 CHURCH OF THE HOLY TRINITY 381 MAIN STREET MIDDLETOWN CT 06457 EXEMPT RELIGIOUS INSTITUTIONFURTHER PURPOSE OF 25000 0 METROPOLITAN OPERA LINCOLN CENTER NY NY 10023 EXEMPT PERFORMING ARTSFURTHER PURPOSE OF 3500 0 SMITH COLLEGE COMSTOCK SCHOLARS PROGRAM NORTHAMMPTON MA 01063 EXEMPT ADA COMSTOCKTO SUPPORTFUND 2000 0 WESLEYAN UNIVERSITY 318 HIGH STREET MIDDLETOWN CT 06457 EXEMPT WASCH CENTERTO SUPPORT THEENDOWMENT 25000 0 CT PUBLIC BROADCASTING NETWORK 1049 ASYLUM AVENUE HARTFORD CT 06105 EXEMPT PUBLIC BROADCASTINGFURTHER PURPOSE OF 1000 0 MIDDLESEX MEMORIAL HOSPITAL 28 CRESCENT STREET MIDDLETOWN CT 06457 EXEMPT MEDICINEFURTHER PURPOSE OF 5000 0 UNITED WAY OF MIDDLESEX COUNTY 100 RIVERVIEW CENTER MIDDLETOWN CT 06457 EXEMPT COMMUNITY SERVICEFURTHER PURPOSE OFPROJECTS 1000 0 NATIONAL COUNCIL ON AGING INC 1901 L STREET NW 4TH FLOOR WASHINGTON DC 20036 EXEMPT IMPROVING THE LIVESFURTHER PURPOSE OFOF OLDER ADULTS 500 0 COLUMBIA GRADUATE SCHOOL OF BUSINESS 3022 BROADWAY ROOM 101 NYC NY 10027 EXEMPT EDUCATIONFURTHER PURPOSE OF 500 0 CONNECTICUT FUND FOR THE ENVIRONMENT 142 TEMPLE STREET 3RD FLOOR NEW HAVEN CT 06510 EXEMPT IMPROVING LAND, AIR ANDFURTHER PURPOSE OFWATER OF CT. AND L.I. SOUND 500 0 CONCORDIA COLLEGE 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 EXEMPT WASCH KLEMMTO FUND THE HELENSCHOLARSHIP 1000 0 JONAH CENTER PO BOX 854 MIDDLETOWN CT 06457 EXEMPT & PRESERVING ECOLOGICALLYFURTHER PURPOSE OF RESTORINGAREAS IN MIDDLETOWN CT 700 0 MIDDLESEX LAND TRUST 27 WASHINGTON STREET MIDDLETOWN CT 06457 EXEMPT & PRESERVING ECOLOGICALLYFURTHER PURPOSE OF RESTORINGAREAS IN MIDDLETOWN CT 250 0 THE MASTERS SCHOOL 49 CLINTON AVENUE DOBBS FERRY NY 10522 EXEMPT DEVELOPMENT AND SABBATICALTO FUND FACULTYINITIATIVES 5000 0 MIDDLESEX COMMUNITY FOUNDATION 211 SOUTH MAIN STREET MIDDLETOWN CT 06457 EXEMPT USING RESOURCES TO SUPPORTFURTHER PURPOSE OFPOSITIVE IMPACT IN COMMUNITY 5000 0 COLUMBIA UNIVERSITY PO BOX 1385 NEW YORK NY 10008 EXEMPT PARKINSON'S RESEARCHTO SUPPORT THE WATERSFUND 100 0 THE CONNECTION 79 MAPLE STREET SUMMIT NJ 07901 EXEMPT HAS THE MISSION OF FOSTERINGNON-PROFIT ORGANIZATION THATCOMPUTER PROGRAMS 1000 79050 14 26097 15 1983 18 152073 FROM PASS THRU ENTITY 14 46 180199 180199 false false false false false false false false false false STEVEN MOSKOWITZ CPA PC ACCOUNTING 4820 2410 2410 CAPITAL GAIN FROM PASS THRU ENTITY Purchased 2013-12 463 463 STATE STREET SECURITIES TRANSACTIONS Purchased 2013-07 279152 128395 150757 CAPITAL GAIN DISTRIBUTION 2013-12 Purchased 853 853 PORTFOLIO INVESTMENTS 694197 1338918 PO BOX FEE 39 20 19 PORTFOLIO DEDUCTIONS FROM PASS THRU ENTITY 7 7 ORDINARY INCOME FROM PASS THRU ENTITY 46 46 ROYALTIES 1983 1983 STATE STREET BANK CUSTODY FEE 588 588 STATE STREET BANK INV ADVISORY FEES 3353 3353 FEDERAL TAXES 2000 FOREIGN TAXES 928 928 BOOK/TAX TIMING DIFFERENCES 3188