SCHICK FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCHICK FOUNDATION (EIN 06-6032427)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-05-06
- IRS object ID
- 201431269349100138
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-06T13:52:09-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135600575 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER HANDELMAN COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 817 | AddressLine1 |
| City | PURCHASE | City |
| State | NY | State |
| ZIP Code | 105770817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066032427 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHICK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHI | NameControl |
| Phone | 9149394060 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O B SCHAEFER 6 INDIAN SPRING ROAD | AddressLine1 |
| City | ROWAYTON | City |
| State | CT | State |
| ZIP Code | 06853 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM R HANDELMAN | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 9149394060 | Phone |
| Date Signed | 2014-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA MOLINA | Name |
| PTIN | P01430574 | PTIN |
| Phone | 9149394060 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1238345 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 45 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 45 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 35398 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 35398 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 43445 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 88125 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43445 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 78888 | TotalRevenueAndExpenses |
| Total Net Investment Income | 78888 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6012 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4020 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3956 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 64 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10032 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3956 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 64 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 72500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 72500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 82532 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3956 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72564 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3644 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 74932 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4118 | CashBOY |
| Cash EOY | 5076 | CashEOY |
| Cash EOYFMV | 5076 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 41915 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 81991 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 81991 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 317894 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 273216 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1064516 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 74686 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 74686 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 86762 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 438613 | TotalAssetsBOY |
| Total Assets EOY | 434969 | TotalAssetsEOY |
| Total Assets EOYFMV | 1238345 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 438613 | CapitalStockBOY |
| Capital Stock EOY | 434969 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 438613 | TotalNetAssetsBOY |
| Total Net Assets EOY | 434969 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 438613 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 434969 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 438613 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3644 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 434969 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 434969 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 240 SHS FRONTIER COMMUNICATIONS CORP. | P | 2004-03-23 | 2013-02-13 | 1085 | 2189 | -1104 | -1104 |
| 500 SHS EATON CORP. PLC | P | 2012-11-30 | 2013-02-20 | 30527 | 25828 | 4699 | 4699 |
| 200 SHS PROCTER & GAMBLE | P | 1984-01-17 | 2013-07-19 | 16197 | 675 | 15522 | 15522 |
| 200 SHS KIMBERLY-CLARK CORP. | P | 1977-10-11 | 2013-07-19 | 19988 | 491 | 19497 | 19497 |
| 300 SHS EATON CORP. PLC | P | 2012-11-30 | 2013-07-19 | 20328 | 15497 | 4831 | 4831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43445 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 72564 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1010183 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.071833 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 72240 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1013480 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.071279 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 69174 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 945221 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073183 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 71839 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 825888 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.086984 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 72107 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1052051 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.068539 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.371818 | TotalDistributionRatio |
| Average Distribution Ratio | 0.074364 | AverageDistributionRatio |
| Net Noncharitable Assets | 1154130 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 85826 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 749 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 86575 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72564 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1499 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1499 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1499 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Overpayment | 501 | Overpayment |
| Amount Credited To Next Year | 501 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER HANDELMAN COMPANY LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9149394060 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE S-618 | AddressLine1 |
| City | RYE BROOK | City |
| State | NY | State |
| ZIP Code | 105731373 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHERYL Y ROLLAND | ||||||||
| 135 LOCUST STREET | SAN FRANCISCO | CA | 94118 | PRESIDENT | 0.25 | 0 | 0 | 0 |
| BARBARA A SCHAEFER | ||||||||
| 6 INDIAN SPRING ROAD | ROWAYTON | CT | 06853 | VICE-PRES | 0.25 | 0 | 0 | 0 |
| MICHAEL S WYATT | ||||||||
| 5538 FALLS ROAD | DALLAS | TX | 75220 | VICE-PRES | 0.25 | 0 | 0 | 0 |
| WILLIAM R HANDELMAN | ||||||||
| PO BOX 817 | PURCHASE | NY | 105770817 | VICE-PRES/TREAS | 0.25 | 0 | 0 | 0 |
| RUSSELL J HANDELMAN | ||||||||
| 367 CHESTNUT HILL RD | WILTON | CT | 06897 | SECRETARY | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1167322 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4384 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1171706 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1171706 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17576 | CashDeemedCharitable |
| Net Noncharitable Assets | 1154130 | NetNoncharitableAssets |
| Minimum Investment Return | 57707 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 57707 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1499 | TaxBasedOnInvestmentIncome |
| Total Tax | 1499 | TotalTax |
| Distributable Amount Before Adj | 56208 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 56208 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 56208 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72564 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 72564 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 72564 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 56208 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 28943 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 23143 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 22214 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 26397 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 100697 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72564 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 56208 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16356 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 117053 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 117053 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 28943 | ExcessFromYear4 |
| Excess From Year3 | 23143 | ExcessFromYear3 |
| Excess From Year2 | 22214 | ExcessFromYear2 |
| Excess From Year1 | 26397 | ExcessFromYear1 |
| Excess From Current Year | 16356 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICA SCORES DALLAS | |||||||
| 2633 MCKINNEY AVE SUITE 130-348 | DALLAS | TX | 75204 | NONE | PUBLIC | COMMUNITY SERVICES | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| 8900 JOHN W CARPENTER FREEWAY | DALLAS | TX | 75247 | NONE | PUBLIC | MEDICAL RESEARCH | $2,000 |
| BIOSPHERE FOUNDATION | |||||||
| PO BOX 201 | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC | CONSERVATION | $4,000 |
| CAMP RISING SUN CHARITABLE FOUNDATION | |||||||
| PO BOX 472 | BRANFORD | CT | 06405 | NONE | PUBLIC | COMMUNITY SERVICES | $500 |
| CANCER CARE INC | |||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | COMMUNITY SERVICES | $500 |
| CENTER FOR HOPE | |||||||
| 590 POST ROAD | DARIEN | CT | 06820 | NONE | PUBLIC | HEALTH SERVICES | $1,500 |
| CHANTICLEER | |||||||
| 44 PAGE STREET SUITE 604 | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | THEATER AND PERFORMING ARTS | $5,000 |
| CUMMINGS SCHOOL OF VETERINARY MEDICINE | |||||||
| 200 WESTBORO ROAD | NORTH GRAFTON | MA | 01536 | NONE | PUBLIC | ANIMAL WELFARE | $1,000 |
| FLETCHER ALLEN HEALTH CARE INC | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | NONE | PUBLIC | HOSPITALS & SCHOOLS | $500 |
| HACKERS FOR HOPE INC | |||||||
| PO BOX 545 | NEW CANAAN | CT | 06840 | NONE | PUBLIC | MEDICAL RESEARCH | $2,500 |
| HEROES' VOICES | |||||||
| 135 TERRA VISTA | SAN FRANCISCO | CA | 94115 | NONE | PUBLIC | COMMUNITY SERVICES | $3,000 |
| KENT SCHOOL | |||||||
| PO BOX 2006 | KENT | CT | 06757 | NONE | PUBLIC | HOSPITALS & SCHOOLS | $5,000 |
| KIDS IN CRISIS INC | |||||||
| 1 SALEM STREET | COS COB | CT | 06807 | NONE | PUBLIC | COMMUNITY SERVICES | $2,000 |
| LAUNCHABILITY | |||||||
| 4350 SIGMA ROAD SUITE 100 | DALLAS | TX | 75244 | NONE | PUBLIC | COMMUNITY SERVICES | $2,500 |
| MEMORIAL UNITED METHODIST CHURCH | |||||||
| 23 GRAND AVENUE | SWANTON | VT | 05488 | NONE | PUBLIC | RELIGIOUS | $500 |
| MEROLA OPERA PROGRAM | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | THEATER AND PERFORMING ARTS | $15,000 |
| OJAI FOUNDATION | |||||||
| 9739 OJAI - SANTA PAULA ROAD | OJAI | CA | 93024 | NONE | PUBLIC | EDUCATIONAL | $6,500 |
| ONE WORLD HOST | |||||||
| 1100 BISCAYNE BLVD SUITE 4601 | MIAMI | FL | 33132 | NONE | PUBLIC | EDUCATIONAL | $12,000 |
| PAWS - PET ANIMAL WELFARE SOCIETY | |||||||
| 504 MAIN AVENUE | NORWALK | CT | 06851 | NONE | PUBLIC | ANIMAL WELFARE | $750 |
| SCHOOL OF LOST BORDERS | |||||||
| PO BOX 796 | BIG PINE | CA | 93513 | NONE | PUBLIC | HOSPITALS & SCHOOLS | $1,000 |
| ST THOMAS MORE CHURCH | |||||||
| 374 MIDDLESEX ROAD | DARIEN | CT | 06820 | NONE | PUBLIC | RELIGIOUS | $3,000 |
| THE RISE SCHOOL | |||||||
| 5923 ROYAL LANE | DALLAS | TX | 75230 | NONE | PUBLIC | HOSPITALS & SCHOOLS | $1,000 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| PO BOX 3387 | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | ANIMAL WELFARE | $750 |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY | |||||||
| 75 WASHINGTON AVENUE | BRIDGEPORT | CT | 06604 | NONE | PUBLIC | COMMUNITY SERVICES | $500 |
| VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY | |||||||
| PO BOX 489 | WILTON | CT | 06897 | NONE | PUBLIC | HEALTH SERVICES | $500 |
| WILTON VOLUNTEER AMBULANCE CORPS | |||||||
| 234 DANBURY ROAD | WILTON | CT | 06897 | NONE | PUBLIC | COMMUNITY SERVICES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 72500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $45 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35,398 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $43,445 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $78,888 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 78888 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INTERNATIONAL PAPER CO 7.95% 6/15/18 | 24814 | 30938 |
| PEPSICO, INC 5% 6/1/18 | 24872 | 28371 |
| VERIZON COMMUNICATIONS 5.55% 2/15/16 | 25000 | 27453 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHEVRON CORP. | 6580 | 104564 |
| E.I. DUPONT NEMOURS & CO | 12226 | 110484 |
| EATON, INC | 108476 | 152586 |
| FRONTIER COMMUNICATIONS CORP | 0 | 0 |
| GENERAL MILLS, INC | 45680 | 100860 |
| JPMORGAN CHASE & CO | 52339 | 74386 |
| KIMBERLY-CLARK CORP | 3194 | 141908 |
| MERCK & CO, INC | 2004 | 99660 |
| PROCTER & GAMBLE CO | 6069 | 151596 |
| TIME WARNER, INC | 4165 | 78852 |
| VERIZON COMMUNICATIONS | 32483 | 49620 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CUSTODIAN FEES | 1121 | 1121 | 0 |
| INVESTMENT MANAGEMENT FEES | 2835 | 2835 | 0 |
| PUBLIC NOTICE AD | 64 | 0 | 64 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $6,012 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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