MAPLE PLACE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MAPLE PLACE FOUNDATION (EIN 13-4178390)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-12-22
- IRS object ID
- 201203589349100050
- Schema version
- 2011v1.3
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-22T10:36:12-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN LANGER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 MADISON AVE SUITE 1500 | AddressLine1 |
| City | NY | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134178390 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDS FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O THEODORE D SANDS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % THEODORE D SANDS | InCareOfName |
| Name Control | SAND | NameControl |
| Phone | 9176028538 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 MULBERRY POINT ROAD | AddressLine1 |
| City | GUILFORD | City |
| State | CT | State |
| ZIP Code | 06437 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THEODORE SANDS | Name |
| Title | CHAIRMAN | Title |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN LANGER | Name |
| Phone | 2124812222 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 869184 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 9 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 20903 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20903 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 20903 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 9098 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 386166 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9098 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 6140 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 194 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 194 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 30204 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30204 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 27052 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3000 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 3000 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 596 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3596 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3000 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 3000 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53596 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3000 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 3000 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -23392 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27204 | NetInvestmentIncome |
| Adjusted Net Income | 24052 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 7795 | CashEOY |
| Cash EOYFMV | 7795 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 103699 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 88350 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 88350 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 974446 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 959204 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 773039 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1078145 | TotalAssetsBOY |
| Total Assets EOY | 1055349 | TotalAssetsEOY |
| Total Assets EOYFMV | 869184 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1078145 | CapitalStockBOY |
| Capital Stock EOY | 1055349 | CapitalStockEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Total Net Assets BOY | 1078145 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1055349 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1078145 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1055349 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1078145 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -23392 | ExcessOfRevenueOverExpenses |
| Other Increases | 596 | OtherIncreases |
| Subtotal | 1055349 | Subtotal |
| Total Net Assets Fund Balances EOY | 1055349 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (35 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 |
|---|---|---|---|---|---|---|---|
| GROUPE AEROPLAN INC | P | 2010-07-06 | 2011-01-04 | 18082 | 14099 | 3983 | 3983 |
| MULLEN GROUP LTD | P | 2009-07-01 | 2011-01-19 | 21335 | 25201 | -3866 | -3866 |
| MULLEN GROUP LTD | P | 2010-07-01 | 2011-01-27 | 3896 | 3048 | 848 | 848 |
| MULLEN GROUP LTD | P | 2010-07-01 | 2011-01-28 | 3909 | 3048 | 861 | 861 |
| CRESCENT POINT ENERGY | P | 2011-10-15 | 2011-02-02 | 4467 | 3962 | 505 | 505 |
| GREAT WEST LIFECO | P | 2006-11-14 | 2011-02-02 | 5366 | 5780 | -414 | -414 |
| ROYAL BANK OF CANADA | P | 2011-07-01 | 2011-03-03 | 30873 | 26455 | 4418 | 4418 |
| IGM FINANCIAL | P | 2008-02-01 | 2011-03-10 | 4801 | 4530 | 271 | 271 |
| FUTUREMED HEALTHCARE | P | 2011-02-11 | 2011-03-11 | 726 | 640 | 86 | 86 |
| ENSIGN ENERGY | P | 2010-05-07 | 2011-03-14 | 17581 | 14300 | 3281 | 3281 |
| IGM FINANCIAL | P | 2008-02-01 | 2011-03-17 | 4839 | 4154 | 685 | 685 |
| BIRD CONSTRUCTION | P | 2010-05-10 | 2011-03-28 | 26991 | 21626 | 5365 | 5365 |
| TOROMONT INDS | P | 2010-01-01 | 2011-04-29 | 10524 | 7886 | 2638 | 2638 |
| TOROMONT INDS | P | 2010-07-01 | 2011-05-04 | 3404 | 2992 | 412 | 412 |
| PAYSON SYSTEMS | P | 2011-02-11 | 2011-05-09 | 11294 | 10473 | 821 | 821 |
| RESEARCH IN MOTION | P | 2010-11-05 | 2011-06-20 | 10442 | 22107 | -11665 | -11665 |
| JEAN COUTU GROUP | P | 2011-07-19 | 12488 | 8882 | 3606 | 3606 | |
| REITMANS CDA LTD | P | 2011-07-19 | 3172 | 3115 | 57 | 57 | |
| PETROBANK ENERGY | P | 2011-08-09 | 6392 | 14946 | -8554 | -8554 | |
| PETROBANK ENERGY | P | 2011-08-09 | 3196 | 6015 | -2819 | -2819 | |
| PETROBANK ENERGY | P | 2011-08-09 | 4261 | 8153 | -3892 | -3892 | |
| JEAN COUTU GROUP | P | 2010-04-28 | 2011-09-15 | 5022 | 3572 | 1450 | 1450 |
| CONSTELLATION SOFTWARE | P | 2010-05-03 | 2011-10-04 | 13932 | 8786 | 5146 | 5146 |
| ROYAL BANK CANADA | P | 2011-07-01 | 2011-10-05 | 23842 | 25713 | -1871 | -1871 |
| MCDONALD DETWEILLER | P | 2011-10-14 | 8133 | 7871 | 262 | 262 | |
| CANADA TREASURY BILLS | P | 2010-07-01 | 2011-10-20 | 9771 | 10000 | -229 | -229 |
| ATRIUM INNOVATIONS INC | P | 2010-11-05 | 2011-10-31 | 1318 | 1482 | -164 | -164 |
| BORALEX INC | P | 2011-11-10 | 1333 | 1734 | -401 | -401 | |
| BORALEX INC | P | 2011-11-10 | 666 | 854 | -188 | -188 | |
| BORALEX INC | P | 2010-07-01 | 2011-11-10 | 15992 | 15000 | 992 | 992 |
| JEAN COUTU GROUP | P | 2010-04-28 | 2011-11-28 | 2577 | 1786 | 791 | 791 |
| JEAN COUTU GROUP | P | 2010-04-28 | 2011-12-07 | 2554 | 1786 | 768 | 768 |
| JEAN COUTU GROUP | P | 2010-04-28 | 2011-12-08 | 5128 | 3572 | 1556 | 1556 |
| CANADA TREASURY BILLS | P | 2010-07-01 | 2011-12-22 | 75176 | 75000 | 176 | 176 |
| TOROMONT INDS | P | 2010-07-01 | 2011-05-04 | 12683 | 8500 | 4183 | 4183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9098 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 6140 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 324140 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.154254 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 50000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 358327 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.139537 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 49675 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 370329 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.134137 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 100498 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 409500 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.245416 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 80861 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 482228 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.167682 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.841026 | TotalDistributionRatio |
| Average Distribution Ratio | 0.168205 | AverageDistributionRatio |
| Net Noncharitable Assets | 857393 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 144218 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 272 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 144490 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 544 | InvestmentIncomeExciseTax |
| Subtotal | 544 | Subtotal |
| Tax Based On Investment Income | 544 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 15 | PenaltyForUnderpayment |
| Overpayment | 441 | Overpayment |
| Amount Credited To Next Year | 441 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | false | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE D SANDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9176028538 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 MULLBERRY POINT ROAD | AddressLine1 |
| City | GUILFORD | City |
| State | CT | State |
| ZIP Code | 06437 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | true | ForeignBank |
| Name Of Foreign Country | CA | NameOfForeignCountry |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| THEODORE SANDS | ||||||
| 411 MULBERRY POINT ROAD | GUILFORD | CT | 06437 | PRESIDENT | 15.0 | 0 |
| CAROLINE HERRICK | ||||||
| 411 MULBERRY PT ROAD | GUILFORD | CT | 06437 | SECRETARY AND TREASURER | 15.0 | 0 |
| CAROL SANDS | ||||||
| 411 MULBERRY PT ROAD | GUILFORD | CT | 06437 | VICE PRESIDENT | 10.0 | 0 |
| ALLISON SANDS | ||||||
| 411 MULBERRY PT ROAD | GUILFORD | CT | 06437 | VICE PRESIDENT | 10.0 | 0 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WORLD FIN CTR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10281 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | TAX | TypeOfService |
| Compensation | 3000 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 780000 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 90450 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 870450 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 870450 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13057 | CashDeemedCharitable |
| Net Noncharitable Assets | 857393 | NetNoncharitableAssets |
| Minimum Investment Return | 42870 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42870 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 544 | TaxBasedOnInvestmentIncome |
| Total Tax | 544 | TotalTax |
| Distributable Amount Before Adj | 42326 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 42326 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 42326 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| Adj Qualifying Distributions | 50000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42326 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 57528 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 81027 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 31809 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 32535 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 34908 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 237807 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| Applied To Current Year | 42326 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7674 | RemainingDistriFromCorpus |
| Total Corpus | 245481 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 57528 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 187953 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 81027 | ExcessFromYear4 |
| Excess From Year3 | 31809 | ExcessFromYear3 |
| Excess From Year2 | 32535 | ExcessFromYear2 |
| Excess From Year1 | 34908 | ExcessFromYear1 |
| Excess From Current Year | 7674 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THEODORE D SANDS | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE UNIVERSITY- DISCOVERY TO CURE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2038 | AddressLine1 |
| City | NEW HAVEN | City |
| State | CT | State |
| ZIP Code | 065212038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | SEC. 501 (C)(3) ORG. | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CANCER RESEARCH | PurposeOfGrantOrContribution |
| Amount | $50,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,903 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $9,098 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC | Description |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $194 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,204 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30204 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 3000 | NetInvestmentIncome |
| Adjusted Net Income | 3000 | AdjustedNetIncome |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PIMCO EMERGING MKTS | 5438 | 5438 |
| CASTLEROCK FUND | 543128 | 379256 |
| MANITOU -CANADIAN EQUITIES | 410638 | 388345 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| NYS FORM CHAR003 FILING FEE | 250 |
| MERRILL LYNCH FEE | 157 |
| NAT'L REGISTERED AGENTS INC | 189 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| RBC DEXIA INVESTOR SERVICES | |
| MISC | 194 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJ | Description |
| Amount | $596 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
Comments