THE WHITTINGHAM FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE WHITTINGHAM FAMILY FOUNDATION INC (EIN 06-1476873)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-03
IRS object ID
201341239349100504
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-03T09:50:15-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN060886632EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEINSTEIN & ANASTASIO PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HAMDEN CTR 2319 WHITNEY AVE STEAddressLine1
Address Line22AAddressLine2
CityHAMDENCity
StateCTState
ZIP Code06518ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN061476873EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE WHITTINGHAM FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWHITNameControl
Phone2039650400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 HIGH RIDGE ROAD 2ND FLOORAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06905ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameANDREW WHITTINGHAMName
TitlePRESIDENTTitle
Phone2039650400Phone
Date Signed2013-04-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameVINCENZO FININame
PTINP00172149PTIN
Phone2033972525Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY201043FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss500000ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses500000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss3009AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss88OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss3097TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss541210ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps541210ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss544307TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps541210TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-44307ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY245350CashBOY
Cash EOY201043CashEOY
Cash EOYFMV201043CashEOYFMV
Total Assets BOY245350TotalAssetsBOY
Total Assets EOY201043TotalAssetsEOY
Total Assets EOYFMV201043TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY245350UnrestrictedBOY
Unrestricted EOY201043UnrestrictedEOY
Total Net Assets BOY245350TotalNetAssetsBOY
Total Net Assets EOY201043TotalNetAssetsEOY
Total Liabilities Net Assets BOY245350TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY201043TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY245350TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-44307ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal201043Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY201043TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1512100QualifyingDistributionsYear1
Noncharitable Assets Year1245736NoncharitableAssetsYear1
Distribution Ratio Year12.083944DistributionRatioYear1
Qualifying Distributions Year2611000QualifyingDistributionsYear2
Noncharitable Assets Year2267347NoncharitableAssetsYear2
Distribution Ratio Year22.285419DistributionRatioYear2
Qualifying Distributions Year340000QualifyingDistributionsYear3
Noncharitable Assets Year3888325NoncharitableAssetsYear3
Distribution Ratio Year30.045029DistributionRatioYear3
Qualifying Distributions Year4410000QualifyingDistributionsYear4
Noncharitable Assets Year4634079NoncharitableAssetsYear4
Distribution Ratio Year40.646607DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year580675NoncharitableAssetsYear5
Distribution Ratio Year50.000000DistributionRatioYear5
Total Distribution Ratio5.060999TotalDistributionRatio
Average Distribution Ratio1.012200AverageDistributionRatio
Net Noncharitable Assets301351NetNoncharitableAssets
Adjusted Noncharitable Assets305027AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One305027AdjNonchrtblAssetsAndOnePct
Qualifying Distributions541210QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2172EstTaxPaymentsAndOverpayment
Total Credits And Payments2172TotalCreditsAndPayments
Overpayment2172Overpayment
Amount Credited To Next Year2172AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCTStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameANDREW WHITTINGHAMBooksInCareOfPersonName
Books In Care Of Phone Number2039650400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11200 HIGH RIDGE ROAD 2ND FLOORAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06905ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameANDREW WHITTINGHAMPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 TANGLEWOOD LANEAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06903ZIPCode
FieldValueIRS element (for citing)
TitlePRESIDENTTitle
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances305940AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets305940TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets305940AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4589CashDeemedCharitable
Net Noncharitable Assets301351NetNoncharitableAssets
Minimum Investment Return15068MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return15068MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj15068DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded15068DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted15068DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions541210ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions541210QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions541210AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted15068DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year4378296ExcessDistriCarryoverYear4
Excess Distri Carryover Year2597633ExcessDistriCarryoverYear2
Excess Distri Carryover Year1499813ExcessDistriCarryoverYear1
Total Excess Distri Carryover1475742TotalExcessDistriCarryover
Qualifying Distributions541210QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year15068AppliedToCurrentYear
Remaining Distri From Corpus526142RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus2001884TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2001884ExcessDistriCyovToNextYear
Excess From Year4378296ExcessFromYear4
Excess From Year2597633ExcessFromYear2
Excess From Year1499813ExcessFromYear1
Excess From Current Year526142ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN CANCER SOCIETY
372 DANBURY ROADWILTONCT06897PUBLICGENERAL$7,500
STAMFORD CENTER FOR THE ARTS
61 ATLANTIC STSTAMFORDCT06901PUBLICGENERAL$25,000
NORWALK HOSPITAL FOUNDATION
34 MAPLE STREETNORWALKCT06856PUBLICGENERAL$500,000
BRIDGEPORT RESCUE MISSON
385 BARNUM AVEBRIDGEPORTCT06608PUBLICGENERAL$1,000
CURTAIN CALL - DANCING WITH THE STARS
1349 NEWFIELD AVESTAMFORDCT06905PUBLICGENERAL$1,500
RITES OF PASSAGE
PO BOX 17088STAMFORDCT06907PUBLICGENERAL$500
ST VINCENT MEDICAL CENTER
2800 MAIN STBRIDGEPORTCT06606PUBLICGENERAL$5,000
SILVER HILL HOSPITAL
208 VALLEY ROADNEW CANAANCT06840PUBLICGENERAL$500
BLAKE BILLMEYER GOLF TOURNAMENT
2 TRYON ROADNORWALKCT06854PUBLICGENERAL$210
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year541210TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJEAN WHITTINGHAMContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1177 LONG CLOSE ROADAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code069021303ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions500000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategory
Amount$3,009Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionSUPPLIESDescription
Revenue And Expenses Per Books88RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameJEAN WHITTINGHAMPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1177 LONG CLOSE ROADAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06902ZIPCode

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