PANWY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201301339349102080
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-05-13T15:45:48-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060915666 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENSPRING FAMILY OFFICES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136130759 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | PANW | NameControl |
| Phone | 2036616616 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 GREENWICH OFFICE PARK SUITE 250 | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RALPH M WYMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 2036616616 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GENSPRING FAMILY OFFICES | Name |
| PTIN | P01315405 | PTIN |
| Phone | 2036616616 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4112626 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 70000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1217 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1217 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 109612 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 109612 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 100510 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1239500 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 100510 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 281339 | TotalRevenueAndExpenses |
| Total Net Investment Income | 211339 | 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 |
| Other Prof Fees Rev And Expnss | 53760 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 53760 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1513 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5111 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4696 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 415 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 60384 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 58456 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 415 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 339767 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 339767 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 400151 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 58456 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 340182 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -118812 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 152883 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 325532 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 105226 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 105226 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 3475736 | InvestmentsOtherBOY |
| Investments Other EOY | 3593404 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3940004 | InvestmentsOtherEOYFMV |
| Other Assets BOY | -239924 | OtherAssetsBOY |
| Other Assets EOY | -262670 | OtherAssetsEOY |
| Other Assets EOYFMV | 67396 | OtherAssetsEOYFMV |
| Total Assets BOY | 3561344 | TotalAssetsBOY |
| Total Assets EOY | 3435960 | TotalAssetsEOY |
| Total Assets EOYFMV | 4112626 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3561344 | RetainedEarningsBOY |
| Retained Earnings EOY | 3435960 | RetainedEarningsEOY |
| Total Net Assets BOY | 3561344 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3435960 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3561344 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3435960 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3561344 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -118812 | ExcessOfRevenueOverExpenses |
| Other Increases | 13270 | OtherIncreases |
| Subtotal | 3455802 | Subtotal |
| Other Decreases | 19842 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3435960 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (200 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|---|---|
| ACL ALTERNATIVE FUND | P | 3507 | -3507 | -3507 | |||
| ACL ALTERNATIVE FUND | P | 5262 | -5262 | -5262 | |||
| DFA INVT DIMENSION GRP LARGE CAP INTL | P | 2326 | -292 | -292 | 2011-06-13 | 2012-05-08 | 2034 |
| DFA INVT DIMENSION GRP LARGE CAP INTL | P | 449 | -24 | -24 | 2012-03-13 | 2012-05-08 | 425 |
| DFA INVT DIMENSION GRP LARGE CAP INTL | P | 808 | 4 | 4 | 2011-09-13 | 2012-05-08 | 812 |
| DFA INVT DIMENSION GRP LARGE CAP INTL | P | 1211 | 80 | 80 | 2011-12-16 | 2012-05-08 | 1291 |
| HARBOR INTERNATIONAL FUND | P | 5974 | 792 | 792 | 2011-12-19 | 2012-05-08 | 6766 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-08-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-06-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2012-05-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2012-04-02 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2012-03-02 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-10-03 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-11-02 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2012-01-04 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2012-02-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-07-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-09-02 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-12-02 | 2012-05-08 | 1 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 553 | -2 | -2 | 2011-06-01 | 2012-05-08 | 551 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 538 | -1 | -1 | 2011-08-01 | 2012-05-08 | 537 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 467 | 1 | 1 | 2012-05-01 | 2012-05-08 | 468 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 525 | 1 | 1 | 2011-07-01 | 2012-05-08 | 526 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 492 | 1 | 1 | 2012-03-02 | 2012-05-08 | 493 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 488 | 1 | 1 | 2012-04-03 | 2012-05-08 | 489 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 518 | 2 | 2 | 2012-02-01 | 2012-05-08 | 520 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 532 | 2 | 2 | 2011-09-02 | 2012-05-08 | 534 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 517 | 3 | 3 | 2011-11-01 | 2012-05-08 | 520 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 507 | 5 | 5 | 2011-10-03 | 2012-05-08 | 512 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 516 | 6 | 6 | 2012-01-03 | 2012-05-08 | 522 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 499 | 7 | 7 | 2011-12-02 | 2012-05-08 | 506 |
| HUSSMAN INVT TR | P | 795 | -93 | -93 | 2012-01-04 | 2012-08-20 | 702 |
| GMO TR EVOLV CTRY III | P | 1019 | 72 | 72 | 2011-09-22 | 2012-09-13 | 1091 |
| GMO TR EVOLV CTRY III | P | 1080 | 124 | 124 | 2011-12-16 | 2012-09-13 | 1204 |
| FPA FDS TR FPA CRESCENT I | P | 142000 | 2887 | 2887 | 2012-08-20 | 2012-09-17 | 144887 |
| FPA FDS TR FPA CRESCENT I | P | 1835 | 104 | 104 | 2012-07-03 | 2012-09-17 | 1939 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 0 | 0 | 2012-12-06 | 2012-12-13 | ||
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 0 | 0 | 2012-10-02 | 2012-12-13 | ||
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 0 | 0 | 2012-11-05 | 2012-12-13 | ||
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 0 | 0 | 2012-09-06 | 2012-12-13 | ||
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 0 | 0 | 2012-07-02 | 2012-12-13 | ||
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 0 | 0 | 2012-08-02 | 2012-12-13 | ||
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 122 | 2 | 2 | 2012-06-01 | 2012-12-13 | 124 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 56 | -8 | -8 | 2002-08-07 | 2012-01-15 | 48 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 16 | -2 | -2 | 2002-05-02 | 2012-01-15 | 14 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 137 | -18 | -18 | 2002-10-25 | 2012-01-15 | 119 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 192 | -28 | -28 | 2002-08-07 | 2012-02-15 | 164 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 180 | -31 | -31 | 2002-05-02 | 2012-02-15 | 149 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 121 | -17 | -17 | 2002-10-25 | 2012-02-15 | 104 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 186 | -27 | -27 | 2002-08-07 | 2012-03-15 | 159 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 16 | -3 | -3 | 2002-05-02 | 2012-03-15 | 13 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 73 | -10 | -10 | 2002-10-25 | 2012-03-15 | 63 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 16 | -2 | -2 | 2002-08-07 | 2012-04-15 | 14 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 17 | -3 | -3 | 2002-05-02 | 2012-04-15 | 14 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 63 | -9 | -9 | 2002-10-25 | 2012-04-15 | 54 |
| DFA INVT DIMENSION GRP LARGE CAP INTL | P | 160000 | -25408 | -25408 | 2011-02-25 | 2012-05-08 | 134592 |
| DFA INVT DIMENSION GRP LARGE CAP INTL | P | 427 | -65 | -65 | 2011-03-11 | 2012-05-08 | 362 |
| HARBOR INTERNATIONAL FUND | P | 16673 | -2819 | -2819 | 2007-12-20 | 2012-05-08 | 13854 |
| HARBOR INTERNATIONAL FUND | P | 12971 | -780 | -780 | 2006-12-19 | 2012-05-08 | 12191 |
| HARBOR INTERNATIONAL FUND | P | 3901 | -117 | -117 | 2010-12-20 | 2012-05-08 | 3784 |
| HARBOR INTERNATIONAL FUND | P | 3113 | 227 | 227 | 2009-12-21 | 2012-05-08 | 3340 |
| HARBOR INTERNATIONAL FUND | P | 10494 | 1860 | 1860 | 2005-12-20 | 2012-05-08 | 12354 |
| HARBOR INTERNATIONAL FUND | P | 3367 | 1579 | 1579 | 2008-12-22 | 2012-05-08 | 4946 |
| HARBOR INTERNATIONAL FUND | P | 5028 | 3541 | 3541 | 2000-12-21 | 2012-05-08 | 8569 |
| HARBOR INTERNATIONAL FUND | P | 2592 | 1826 | 1826 | 2000-12-21 | 2012-05-08 | 4418 |
| HARBOR INTERNATIONAL FUND | P | 126 | 89 | 89 | 2000-12-21 | 2012-05-08 | 215 |
| HARBOR INTERNATIONAL FUND | P | 839 | 613 | 613 | 1993-12-27 | 2012-05-08 | 1452 |
| HARBOR INTERNATIONAL FUND | P | 1108 | 1060 | 1060 | 2001-12-31 | 2012-05-08 | 2168 |
| HARBOR INTERNATIONAL FUND | P | 3039 | 2906 | 2906 | 2001-12-31 | 2012-05-08 | 5945 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2010-11-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2010-12-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 30 | 0 | 0 | 2010-09-01 | 2012-05-08 | 30 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-02-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-02-28 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2010-10-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-05-02 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-04-01 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-01-04 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 1 | 0 | 0 | 2011-03-23 | 2012-05-08 | 1 |
| VANGUARD S/T CORPORATE BOND FUND | P | 0 | 0 | 2010-12-31 | 2012-05-08 | ||
| VANGUARD S/T CORPORATE BOND FUND | P | 295 | 13 | 13 | 2009-07-16 | 2012-05-08 | 308 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 626 | -7 | -7 | 2010-11-01 | 2012-05-08 | 619 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 617 | -6 | -6 | 2010-10-01 | 2012-05-08 | 611 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 574 | -4 | -4 | 2010-09-01 | 2012-05-08 | 570 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 587 | -3 | -3 | 2010-12-01 | 2012-05-08 | 584 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 220000 | -1017 | -1017 | 2010-08-03 | 2012-05-08 | 218983 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 597 | -1 | -1 | 2011-02-01 | 2012-05-08 | 596 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 524 | -1 | -1 | 2011-03-02 | 2012-05-08 | 523 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 550 | -1 | -1 | 2011-05-02 | 2012-05-08 | 549 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 594 | 0 | 0 | 2011-01-04 | 2012-05-08 | 594 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 123 | 0 | 0 | 2010-12-31 | 2012-05-08 | 123 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 808 | 2 | 2 | 2011-03-23 | 2012-05-08 | 810 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 564 | 3 | 3 | 2011-04-01 | 2012-05-08 | 567 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 15 | -2 | -2 | 2002-08-07 | 2012-05-15 | 13 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 29 | -5 | -5 | 2002-05-02 | 2012-05-15 | 24 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 133 | -18 | -18 | 2002-10-25 | 2012-05-15 | 115 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 106 | -16 | -16 | 2002-08-07 | 2012-06-15 | 90 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 16 | -3 | -3 | 2002-05-02 | 2012-06-15 | 13 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 65 | -9 | -9 | 2002-10-25 | 2012-06-15 | 56 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 203 | -30 | -30 | 2002-08-07 | 2012-07-15 | 173 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 29 | -5 | -5 | 2002-05-02 | 2012-07-15 | 24 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 119 | -16 | -16 | 2002-10-25 | 2012-07-15 | 103 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 124 | -18 | -18 | 2002-08-07 | 2012-08-15 | 106 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 16 | -2 | -2 | 2002-05-02 | 2012-08-15 | 14 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 119 | -16 | -16 | 2002-10-25 | 2012-08-15 | 103 |
| HUSSMAN INVT TR | P | 50000 | -15165 | -15165 | 2006-01-10 | 2012-08-20 | 34835 |
| HUSSMAN INVT TR | P | 60000 | -18011 | -18011 | 2005-06-08 | 2012-08-20 | 41989 |
| HUSSMAN INVT TR | P | 213 | -64 | -64 | 2006-01-04 | 2012-08-20 | 149 |
| HUSSMAN INVT TR | P | 4663 | -1397 | -1397 | 2007-11-13 | 2012-08-20 | 3266 |
| HUSSMAN INVT TR | P | 1917 | -573 | -573 | 2005-11-18 | 2012-08-20 | 1344 |
| HUSSMAN INVT TR | P | 3265 | -976 | -976 | 2006-11-17 | 2012-08-20 | 2289 |
| HUSSMAN INVT TR | P | 954 | -284 | -284 | 2007-01-02 | 2012-08-20 | 670 |
| HUSSMAN INVT TR | P | 708 | -208 | -208 | 2008-01-02 | 2012-08-20 | 500 |
| HUSSMAN INVT TR | P | 50000 | -7899 | -7899 | 2010-08-03 | 2012-08-20 | 42101 |
| HUSSMAN INVT TR | P | 151 | -22 | -22 | 2010-01-04 | 2012-08-20 | 129 |
| HUSSMAN INVT TR | P | 355 | -38 | -38 | 2011-01-04 | 2012-08-20 | 317 |
| HUSSMAN INVT TR | P | 226 | -23 | -23 | 2009-01-02 | 2012-08-20 | 203 |
| HUSSMAN INVT TR | P | 14479 | -1220 | -1220 | 2008-11-17 | 2012-08-20 | 13259 |
| GMO TR EVOLV CTRY III | P | 87891 | -8651 | -8651 | 2003-09-02 | 2012-09-13 | 79240 |
| GMO TR EVOLV CTRY III | P | 2906 | -256 | -256 | 2010-12-16 | 2012-09-13 | 2650 |
| GMO TR EVOLV CTRY III | P | 2809 | 204 | 204 | 2009-12-17 | 2012-09-13 | 3013 |
| GMO TR EVOLV CTRY III | P | 52 | 5 | 5 | 2010-07-13 | 2012-09-13 | 57 |
| GMO TR EVOLV CTRY III | P | 587 | 242 | 242 | 2009-07-14 | 2012-09-13 | 829 |
| GMO TR EVOLV CTRY III | P | 4821 | 3522 | 3522 | 2008-12-19 | 2012-09-13 | 8343 |
| GMO TR EVOLV CTRY III | P | 5541 | 4048 | 4048 | 2009-01-08 | 2012-09-13 | 9589 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 15 | -2 | -2 | 2002-08-07 | 2012-09-15 | 13 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 64 | -11 | -11 | 2002-05-02 | 2012-09-15 | 53 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 93 | -13 | -13 | 2002-10-25 | 2012-09-15 | 80 |
| FPA FDS TR FPA CRESCENT I | P | 3054 | 121 | 121 | 2011-07-07 | 2012-09-17 | 3175 |
| HARBOR INTERNATIONAL FUND | P | 622 | 627 | 627 | 2001-12-31 | 2012-10-12 | 1249 |
| HARBOR INTERNATIONAL FUND | P | 54 | 61 | 61 | 1995-12-29 | 2012-10-12 | 115 |
| HARBOR INTERNATIONAL FUND | P | 1246 | 1404 | 1404 | 1995-12-29 | 2012-10-12 | 2650 |
| HARBOR INTERNATIONAL FUND | P | 338 | 381 | 381 | 1995-12-29 | 2012-10-12 | 719 |
| HARBOR INTERNATIONAL FUND | P | 3786 | 4562 | 4562 | 2002-12-30 | 2012-10-12 | 8348 |
| HARBOR INTERNATIONAL FUND | P | 2182 | 3099 | 3099 | 1994-12-30 | 2012-10-12 | 5281 |
| HARBOR INTERNATIONAL FUND | P | 722 | 1026 | 1026 | 1994-12-30 | 2012-10-12 | 1748 |
| HARBOR INTERNATIONAL FUND | P | 559 | 794 | 794 | 1994-12-30 | 2012-10-12 | 1353 |
| HARBOR INTERNATIONAL FUND | P | 68461 | 102204 | 102204 | 1992-01-14 | 2012-10-12 | 170665 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 287 | -42 | -42 | 2002-08-07 | 2012-10-15 | 245 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 17 | -3 | -3 | 2002-05-02 | 2012-10-15 | 14 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 229 | -32 | -32 | 2002-10-25 | 2012-10-15 | 197 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 272 | -40 | -40 | 2002-08-07 | 2012-11-15 | 232 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 29 | -5 | -5 | 2002-05-02 | 2012-11-15 | 24 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 68 | -9 | -9 | 2002-10-25 | 2012-11-15 | 59 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 0 | 0 | 2011-12-02 | 2012-12-13 | ||
| SPDR GOLD TRUST GOLD SHS | P | 21567 | 18091 | 18091 | 2008-06-19 | 2012-12-13 | 39658 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 284 | -42 | -42 | 2002-08-07 | 2012-12-15 | 242 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 87 | -15 | -15 | 2002-05-02 | 2012-12-15 | 72 |
| GNMA PASS-THRU X PLATINUM 30YR | P | 85 | -12 | -12 | 2002-10-25 | 2012-12-15 | 73 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 102 | -15 | -15 | 2002-08-07 | 2012-12-31 | 87 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 19 | -3 | -3 | 2002-05-02 | 2012-12-31 | 16 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 106 | -14 | -14 | 2002-10-25 | 2012-12-31 | 92 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 100 | 0 | 0 | 2011-06-01 | 2012-05-08 | 100 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 98 | 0 | 0 | 2011-08-01 | 2012-05-08 | 98 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 85 | 0 | 0 | 2012-05-01 | 2012-05-08 | 85 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 95 | 1 | 1 | 2011-07-01 | 2012-05-08 | 96 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 89 | 1 | 1 | 2012-03-02 | 2012-05-08 | 90 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 89 | 0 | 0 | 2012-04-03 | 2012-05-08 | 89 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 94 | 0 | 0 | 2012-02-01 | 2012-05-08 | 94 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 97 | 0 | 0 | 2011-09-02 | 2012-05-08 | 97 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 94 | 1 | 1 | 2011-11-01 | 2012-05-08 | 95 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 92 | 1 | 1 | 2011-10-03 | 2012-05-08 | 93 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 94 | 1 | 1 | 2012-01-03 | 2012-05-08 | 95 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 91 | 1 | 1 | 2011-12-02 | 2012-05-08 | 92 |
| GMO TR EVOLV CTRY III | P | 296 | 20 | 20 | 2011-09-22 | 2012-09-13 | 316 |
| GMO TR EVOLV CTRY III | P | 313 | 36 | 36 | 2011-12-16 | 2012-09-13 | 349 |
| HARBOR FD BD FD | P | 965 | 10 | 10 | 2010-05-18 | 2012-08-20 | 975 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 114 | -2 | -2 | 2010-11-01 | 2012-05-08 | 112 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 112 | -1 | -1 | 2010-10-01 | 2012-05-08 | 111 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 104 | 0 | 0 | 2010-09-01 | 2012-05-08 | 104 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 107 | -1 | -1 | 2010-12-01 | 2012-05-08 | 106 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 40000 | -185 | -185 | 2010-08-03 | 2012-05-08 | 39815 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 109 | -1 | -1 | 2011-02-01 | 2012-05-08 | 108 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 95 | 0 | 0 | 2011-03-02 | 2012-05-08 | 95 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 100 | 0 | 0 | 2011-05-02 | 2012-05-08 | 100 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 108 | 0 | 0 | 2011-01-04 | 2012-05-08 | 108 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 22 | 0 | 0 | 2010-12-31 | 2012-05-08 | 22 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 147 | 0 | 0 | 2011-03-23 | 2012-05-08 | 147 |
| VANGUARD FXD INC SECS STRM INVGRA AD | P | 103 | 0 | 0 | 2011-04-01 | 2012-05-08 | 103 |
| HARBOR FD BD FD | P | 734 | -21 | -21 | 2010-09-30 | 2012-06-14 | 713 |
| HARBOR FD BD FD | P | 715 | -2 | -2 | 2010-06-30 | 2012-06-14 | 713 |
| HARBOR FD BD FD | P | 8506 | 68 | 68 | 2010-05-18 | 2012-06-14 | 8574 |
| HARBOR FD BD FD | P | 8884 | 141 | 141 | 2010-05-18 | 2012-08-20 | 9025 |
| GMO TR EVOLV CTRY III | P | 2902 | -1184 | -1184 | 2005-12-28 | 2012-09-13 | 1718 |
| GMO TR EVOLV CTRY III | P | 2424 | -960 | -960 | 2006-07-11 | 2012-09-13 | 1464 |
| GMO TR EVOLV CTRY III | P | 6571 | -2449 | -2449 | 2007-12-27 | 2012-09-13 | 4122 |
| GMO TR EVOLV CTRY III | P | 6200 | -2227 | -2227 | 2006-12-27 | 2012-09-13 | 3973 |
| GMO TR EVOLV CTRY III | P | 3907 | -661 | -661 | 2003-10-09 | 2012-09-13 | 3246 |
| GMO TR EVOLV CTRY III | P | 4211 | -548 | -548 | 2008-07-15 | 2012-09-13 | 3663 |
| GMO TR EVOLV CTRY III | P | 15 | -2 | -2 | 2011-01-03 | 2012-09-13 | 13 |
| GMO TR EVOLV CTRY III | P | 10000 | -1093 | -1093 | 2003-09-10 | 2012-09-13 | 8907 |
| GMO TR EVOLV CTRY III | P | 353 | -31 | -31 | 2010-12-16 | 2012-09-13 | 322 |
| GMO TR EVOLV CTRY III | P | 341 | 25 | 25 | 2009-12-17 | 2012-09-13 | 366 |
| GMO TR EVOLV CTRY III | P | 6 | 1 | 1 | 2010-07-13 | 2012-09-13 | 7 |
| GMO TR EVOLV CTRY III | P | 71 | 30 | 30 | 2009-07-14 | 2012-09-13 | 101 |
| GMO TR EVOLV CTRY III | P | 585 | 428 | 428 | 2008-12-19 | 2012-09-13 | 1013 |
| GMO TR EVOLV CTRY III | P | 673 | 491 | 491 | 2009-01-08 | 2012-09-13 | 1164 |
| HARBOR FD BD FD | P | 17418 | 582 | 582 | 2010-05-18 | 2012-09-19 | 18000 |
| AMA MULTISTRATEGY OFFSHORE FD | P | 5850 | 5850 | 5850 | |||
| CAPITAL GAINS DIVIDENDS | P | 38739 | 38739 | 38739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 100510 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 295761 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4088694 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.072336 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 364947 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4117742 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.088628 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 267258 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4125239 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064786 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 410118 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4857898 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.084423 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 336908 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5985007 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056292 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.366465 | TotalDistributionRatio |
| Average Distribution Ratio | 0.073293 | AverageDistributionRatio |
| Net Noncharitable Assets | 4066547 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 298049 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1529 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 299578 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 340182 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1529 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1529 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1529 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2732 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2732 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1203 | Overpayment |
| Amount Credited To Next Year | 1203 | 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 |
| 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 | RALPH M WYMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2036616616 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O EAGLE CAPITAL INTL 4 GREENWICH | AddressLine1 |
| Address Line2 | OFFICE PK SUITE 250 | AddressLine2 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | 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 | 0 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3715030 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 187923 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 225521 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4128474 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4128474 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 61927 | CashDeemedCharitable |
| Net Noncharitable Assets | 4066547 | NetNoncharitableAssets |
| Minimum Investment Return | 203327 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 203327 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1529 | TaxBasedOnInvestmentIncome |
| Total Tax | 1529 | TotalTax |
| Distributable Amount Before Adj | 201798 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 201798 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 201798 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 340182 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 340182 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1529 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 338653 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 201798 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 46044 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 167223 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 60996 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 167292 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 93333 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 534888 | TotalExcessDistriCarryover |
| Qualifying Distributions | 340182 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 201798 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 138384 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 673272 | 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 | 46044 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 627228 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 167223 | ExcessFromYear4 |
| Excess From Year3 | 60996 | ExcessFromYear3 |
| Excess From Year2 | 167292 | ExcessFromYear2 |
| Excess From Year1 | 93333 | ExcessFromYear1 |
| Excess From Current Year | 138384 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (154 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 |
| AMERICAN HEART ASSOC-NYC AFFILIATE | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| 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 | $7,450 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,050 |
| AMHERST COLLEGE | |||||||
| AMHERST COLLEGE | AMHERST | MA | 01002 | DONEE | UNIVERSITY | CHARITABLE DONATION | $3,642 |
| ARTHUR ASHE ENDOWMENT FOR THE DEFEAT OF AIDS | |||||||
| ARTHUR ASHE STADIUM | NEW YORK | NY | 11375 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | DONEE | UNIVERSITY | CHARITABLE DONATION | $500 |
| BBBWISE GIVING ALLIANCE | |||||||
| 112 MADISON AVENUE | NEW YORK | NY | 10016 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $100 |
| BOSTON BALLET | |||||||
| 861 WASHINGTON STREET | NEWTON | MA | 02460 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| BOSTON SYMPHONY ANNUAL FUND | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| BROOKLINE COMMUNITY FUND | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $32,000 |
| BROOKLINE EDUCATION FOUNDATION | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| CALL A RIDE GREENWICH INC | |||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CENTER OF THEOLOGICAL INQUIRY | |||||||
| 50 STOCKTON STREET | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| CHINESE AMERICAN INTERNATIONAL SCHOOL | |||||||
| 150 OAK STREET | SAN FRANCISCO | CA | 94102 | DONEE | SCHOOL | CHARITABLE CONTRIBUTION | $1,500 |
| CITY HARVEST INC | |||||||
| 575 EIGHTH AVENUE | NEW YORK | NY | 10018 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| CITY MEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| COMMUNITY SERVINGS | |||||||
| 18 MARBURY TERRACE | BOSTON | MA | 02130 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $150 |
| 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 | $700 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| 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 | $400 |
| FIRST CHURCH IN CHESTNUT HILL | |||||||
| CHESTNUT HILL | NEWTONVILLE | MA | 02467 | DONEE | CHURCH | CHARITABLE DONATION | $2,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | CHURCH | CHARITABLE DONATION | $50,000 |
| 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 | $300 |
| FRIENDS OF RONALD MCDONALD HOUSE | |||||||
| 4707 BENGAL STREET | DALLAS | TX | 75235 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| GETTYSBURG COLLEGE | |||||||
| 300 NORTH WASHINGTON | GETTYSBURG | PA | 17325 | DONEE | UNIVERSITY | CHARITABLE DONATION | $2,500 |
| 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 | $11,775 |
| GREENWICH ACADEMY | |||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | DONEE | SCHOOL | CHARITABLE DONATION | $600 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER ROAD | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| GREENWICH ARTS COUNCIL | |||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH CHAPLAINCY SERVICES | |||||||
| 70 PARSOANGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 |
| 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 |
| HABITAT FOR HUMANITY NEW YORK CITY | |||||||
| 111JOHN STREET | NEW YORK | NY | 10038 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| HOSPICE OF THE GOOD SHEPHARD | |||||||
| 2042 BEACON STREET | NEWTON | MA | 02468 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE CONTRIBUTION | $200 |
| 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 | $250 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| JAMES LENOX SOCIETY | |||||||
| PO BOX 96812 | WASHINGTON DC | DC | 20090 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE CONTRIBUTION | $5,000 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $12,500 |
| 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 | $600 |
| LINCOLN CENTER PERFORMING ARTS | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| MARY FUND | |||||||
| 3808C VIRGINIA BEACH BOULEVARD | VIRGINIA BEACH | VA | 23452 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $250 |
| MASCULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $2,500 |
| MEALS-ON-WHEELS | |||||||
| 1200 WASHINGTON AVENUE | MINNEAPOLIS | MN | 55415 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| MEMORIAL SLOAN-KETTERING CANCER CENTE | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | DONEE | HOSPITAL | CHARITABLE DONATION | $900 |
| METEROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $500 |
| METEROPOLITAN OPERA ASSOCIATION | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $8,000 |
| 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 |
| MIT ANNUAL FUND | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $1,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | DONEE | COLLEGE | CHARITABLE DONATION | $300 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL SCHOOL CLIMATE CENTER | |||||||
| 341 WEST 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | DONEE | SCHOOL | CHARITABLE CONTRIBUTION | $500 |
| 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 | $500 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $2,500 |
| NEW YORK CITY OPERA | |||||||
| 75 BROAD STREET | NEW YORK | NY | 10004 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $100 |
| NEW YORK PUBLIC LIBRARY | |||||||
| FIFTH AVENUE | NEW YORK | NY | 10010 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $300 |
| NEW YORK RESTORATION PROJECT | |||||||
| 1 MARGARET CORBIN DRIVE | NEW YORK | NY | 10040 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE DONATION | $300 |
| NEWTON FREE LIBRARY | |||||||
| 330 HOMER STREET | NEWTON CENTER | MA | 02459 | DONEE | PUBLIC LIBRARY | CHARITABLE CONTRIBUTION | $200 |
| 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 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 18TH STREET | WASHINGTON | DC | 20006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| PARSONAGE COTTAGE HOME | |||||||
| 88 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| 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 | $600 |
| PLANNED PARENTHOOD LEAGUE OF CONNECTICUT | |||||||
| 1039 E MAIN STREET | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PRINCETON THEOLOGICAL SEMINARY | |||||||
| 64 MERCER STREET | PRINCETON | NJ | 08542 | DONEE | SCHOOL | CHARITABLE DONATION | $7,500 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| PROLITERACY WORLDWIDE | |||||||
| 1320 JAMESVILLE AVE | SYRACUSE | NY | 13210 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| 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 |
| 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 | $1,500 |
| 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 |
| HIGHER ACHIEVEMENT PROGRAM | |||||||
| 1701 K STREET NW | WASHINNGTON DC | DC | 20006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $25,000 |
| 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 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SAVE-THE REDWOODS LEAGUE | |||||||
| 114 SANSOME STREET | SAN FRANCISCON | CA | 94104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| 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 |
| 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 |
| STEPS TO SUCCESS | |||||||
| 19 KENNARD ROAD | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| THE CAMPAIGN FOR MISA INC | |||||||
| 1509 GORTNER AVENUE | ST PAUL | MN | 55108 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $1,500 |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| THE CONCORD COALITION | |||||||
| 1011 ARLINGTON BLVD | ARLINGTON | VA | 22209 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| 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 | $450 |
| THE GREENWICH ALLIANCE FOR EDUCATION | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 |
| THE HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | SCHOOL | CHARITABLE DONATION | $300 |
| THE LIGHTHOUSE | |||||||
| 111 E 59TH STREET | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $650 |
| THE LUTHERAN CHURCH - MISSOURI SYNOD | |||||||
| 1333 SOUTH KIRKWOOD ROAD | ST LOUIS | MO | 63122 | DONEE | CHURCH | CHARITABLE DONATION | $500 |
| THE PREPARATORY FOUNDATION | |||||||
| 1286 HYDE PARK AVE | HYDE PARK | MA | 02136 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $7,500 |
| THE PUBLIC THEATERNYSF | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $2,500 |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $450 |
| THIRTEENIWNET NEW YORK | |||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| TRANSPORTATION ALTERNATIVES | |||||||
| 127 WEST 26TH STREET | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| UNITED PARISH AUBURNDALE | |||||||
| 64 HANCOCK STREET | NEWTON | MA | 02466 | DONEE | CHURCH | CHARITABLE DONATION | $12,000 |
| UNITED WAY OF GREENWICH | |||||||
| 1 LAFAYETTE COURT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $34,500 |
| 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 |
| 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 |
| WORLD WILDLIFE FUND | |||||||
| BOX 97180 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE CONTRIBUTION | $600 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| SUCCESS ACADEMY CHARTER SCHOOL | |||||||
| 310 LENOX AVENUE | NEW YORK | NY | 10027 | DONEE | SCHOOL | CHARITABLE DONATION | $25,000 |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | DONEE | HOSPITAL | CHARITABLE DONATION | $250 |
| SATUDIO IN A SCHOOL ASSN INC | |||||||
| 410 WEST 59TH STREET | NEW YORK | NY | 10019 | DONEE | SCHOOL | CHARITABLE DONATION | $1,000 |
| THE BERGEN FAMILY CENTER | |||||||
| 44 ARMORY STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| TRANSPORTATION ASSOC OF GREENWICH | |||||||
| 13 RIVERSIDE AVE | RIVERSIDE | CT | 03878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| TRINITY EPISCOPAL CHURCH | |||||||
| 1015 HOLMAN STREET | HOUSTON | TX | 77004 | DONEE | CHURCH | CHARITABLE DONATION | $2,000 |
| UNITARIAN CHURCH OF ALL SOULS | |||||||
| 1157 LEXTINGTON AVE | NEW YORK | NY | 10075 | DONEE | CHURCH | CHARITABLE DONATION | $1,500 |
| UNITED WAY OF MASS BAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| ABILIS | |||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| BRUCE MUSEUM | |||||||
| 1 MUSEUM DRIVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| 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 | $500 |
| CHILDREN'S DAY SCHOOL | |||||||
| 109 E 6OTH STREET | NEW YORK | NY | 10022 | DONEE | SCHOOL | CHARITABLE DONATION | $100 |
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||
| 116TH STREET | NEW YORK | NY | 10027 | DONEE | UNIVERSITY | CHARITABLE DONATION | $500 |
| GLENVILLE VOLUNTEER FIRE COMPANY | |||||||
| 266 GLENVILLE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH LAND TRUST | |||||||
| 132 EAST PUTNAM AVENUE | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH MUSICAL FESTIVAL | |||||||
| PO BOX 75 | GREENWICH | CT | 06836 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| LOTT FOUNDATION | |||||||
| 1261 FIFTH AVENUE | NEW YORK | NY | 10029 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| MORGAN MEMORIAL GOODWILL INDUSTRIES | |||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| MOUNTAIN VALLEY MEDICAL CLINIC | |||||||
| 554-850 MEDICAL CENTER DRIVE | BIEBER | CA | 96009 | DONEE | HOSPITAL | CHARITABLE DONATION | $200 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60201 | DONEE | UNIVERSITY | CHARITABLE DONATION | $500 |
| PATHWAYS INC | |||||||
| 33 DENISON PARWAY WEST | CORNING | NY | 14830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PERU CONGREGATIONAL CHURCH | |||||||
| 1431 FOURTH STREET | PERU | IL | 61354 | DONEE | CHURCH | CHARITABLE DONATION | $500 |
| PLANNED PARENTHOOD OF NYC | |||||||
| 26 BLECKER STREET | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PREP FOR PREP | |||||||
| 328 W 71 STREET | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| PROJECT BREAD | |||||||
| 145 BORDER ST | BOSTON | MA | 02128 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| RUSSIAN ARTS FOUNDATION | |||||||
| PO BOX 567 | MONTPELIER | VT | 05602 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 339767 | 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 | $1,217 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $109,612 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $100,510 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $211,339 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 211339 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumber |
| Relationship Statement | TAX REFUND | RelationshipStatement |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | CARLA M W BENKA | C/O EAGLE CAP INTL FD4 GREENWICH OF | GREENWICH | CT | 06831 | 10000 | X |
| 2 | RICHARD W BENKA | C/O EAGLE CAP INTL FD4 GREENWICH OF | GREENWICH | CT | 06831 | 10000 | X |
| 3 | RALPH M WYMAN | C/O EAGLE CAP INTL FD4 GREENWICH OF | GREENWICH | CT | 06831 | 50000 | X |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS-US EQUITIES | AT COST | 366844 | 428383 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | 1227005 | 1327411 |
| MUTUAL FUNDS-BONDS | AT COST | 1633496 | 1691998 |
| ABBEY CAPITAL ACL ALTENATIVE FUND | AT COST | 187683 | 158126 |
| SPDR GOLD TRUST SHS | AT COST | 178376 | 334086 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMA MULTISTRATEGY OFFSHORE FD | Description |
| BOY Book Value | -239924 | BOYBookValue |
| EOY Book Value | -262670 | EOYBookValue |
| EOYFMV | 67396 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PARTIAL REDEMPTION OF INVESTMENT IN AMA MULTISTRATEGY OFFSHORE FD | $5,850 |
| ACCRUED INCOME | $13,992 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE ANNUAL FEES | 415 | 0 | 415 |
| VIA ACL ALTENATIVE FUND LIMITED | 4548 | 4548 | 0 |
| INVESTMENT EXPENSE | 77 | 77 | 0 |
| VIA ACL ALTENATIVE FUND LIMITED | 71 | 71 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN ACL ALTERNATIVE FUND | Description |
| Amount | $13,270 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | Category |
| Amount | $53,760 | Amount |
| Net Investment Income | 53760 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $79 | 0 | 0 |
| FOREIGN TAXES | $1,434 | 0 | 0 |
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