THE BRETT BARAKETT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE BRETT BARAKETT FOUNDATION (EIN 20-0832184)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201221359349100547
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T10:05:26-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331197384 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WTAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | 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 | 200832184 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRETT AND PATRICIA BARAKETT | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION C/O TREMBLANT PARTNERS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BARA | NameControl |
| Phone | 2127357440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10153 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRETT BARAKETT | Name |
| Title | PRESIDENT | Title |
| Phone | 2127357440 | Phone |
| Date Signed | 2012-05-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH KLUEMPER | Name |
| PTIN | P00739411 | PTIN |
| Phone | 6462135100 | 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 | 7732169 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 7 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 87416 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 87416 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 42486 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 324736 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 42486 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 129909 | TotalRevenueAndExpenses |
| Total Net Investment Income | 129904 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2250 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 243 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2493 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 361000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 361000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 363493 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 361000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -233584 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 129904 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 64876 | CashBOY |
| Cash EOY | 113542 | CashEOY |
| Cash EOYFMV | 113542 | CashEOYFMV |
| Investments Corp Stock BOY | 2480331 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2198081 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2501625 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 4849783 | InvestmentsOtherBOY |
| Investments Other EOY | 4849783 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5117002 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 7394990 | TotalAssetsBOY |
| Total Assets EOY | 7161406 | TotalAssetsEOY |
| Total Assets EOYFMV | 7732169 | 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 | 7394990 | RetainedEarningsBOY |
| Retained Earnings EOY | 7161406 | RetainedEarningsEOY |
| Total Net Assets BOY | 7394990 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7161406 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7394990 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7161406 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7394990 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -233584 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7161406 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7161406 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 5000 SHS PROCTER & GAMBLE | DescriptionOfAsset |
| Date Acquired | 2009-07-31 | DateAcquired |
| Date Sold | 2011-12-16 | DateSold |
| Gross Sales Price | 324736 | GrossSalesPrice |
| Cost Or Other Basis | 282250 | CostOrOtherBasis |
| Gain Or Loss | 42486 | GainOrLoss |
| Gains Minus Excess Or Losses | 42486 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 42486 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 377025 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7826239 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048174 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 525695 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5111834 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.102839 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 604522 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2117388 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.285504 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 736100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1991861 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.369554 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 198520 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 982606 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.202034 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.008105 | TotalDistributionRatio |
| Average Distribution Ratio | 0.201621 | AverageDistributionRatio |
| Net Noncharitable Assets | 8051167 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1623284 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1299 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1624583 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 361000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2598 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2598 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2598 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2124 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2124 | TotalCreditsAndPayments |
| Tax Due | 474 | TaxDue |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | 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 Person Name | ALICIA PATRIMONIO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2127357440 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TREMBLANT PTNRS 767 FIFTH AVE | AddressLine1 |
| Address Line2 | 12A | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10153 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BRETT BARAKETT CO TREMBLANT PTNRS | ||||||||
| 767 FIFTH AVE | NEW YORK | NY | 10153 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| ALICIA PATRIMONIO CO TREMBLANT PTNR | ||||||||
| 767 FIFTH AVE | NEW YORK | NY | 10153 | TREASURER | 0.00 | 0 | 0 | 0 |
| JAMES ECKERT CO TREMBLANT PTNRS | ||||||||
| 767 FIFTH AVE | NEW YORK | NY | 10153 | SECRETARY | 0.00 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2695123 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 65963 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5412688 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8173774 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8173774 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 122607 | CashDeemedCharitable |
| Net Noncharitable Assets | 8051167 | NetNoncharitableAssets |
| Minimum Investment Return | 402558 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 402558 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2598 | TaxBasedOnInvestmentIncome |
| Total Tax | 2598 | TotalTax |
| Distributable Amount Before Adj | 399960 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 399960 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 399960 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 361000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 361000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 361000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 399960 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 164678 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 637158 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 498974 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 328313 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 1629123 | TotalExcessDistriCarryover |
| Qualifying Distributions | 361000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 361000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 38960 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 38960 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1590163 | 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 | 125718 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1464445 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 637158 | ExcessFromYear4 |
| Excess From Year3 | 498974 | ExcessFromYear3 |
| Excess From Year2 | 328313 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRETT BARAKETT CO TREMBLANT PTNRS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF GREENWICH | |||||||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $51,000 | ||||||
| BRUNSWICK SCHOOL | |||||||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $75,000 | ||||||
| BRYAM VOLUNTEER FIRE DEPARTMENT | |||||||||||||
| 75 HOLLY HILL LANE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | ||||||
| CARLOS OTIS STRATTON MOUNTAIN CLINIC | |||||||||||||
| PO BOX 617 | STRATTON MOUNTAIN | VT | 05155 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | ||||||
| CHILDREN OF THE FALLEN PATRIOTS | |||||||||||||
| PO BOX 181 | OLD GREENWICH | CT | 06870 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | ||||||
| CITY OF NAPLES POLICE DEPARTMENT | |||||||||||||
| 355 RIVERSIDE CIR | NAPLES | FL | 34102 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | ||||||
| CITY OF NAPLES FIRE DEPARTMENT | |||||||||||||
| 355 RIVERSIDE CIR | NAPLES | FL | 34102 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | ||||||
| CONNECTICUT FUND FOR THE ENVIRONMENT | |||||||||||||
| 142 TEMPLE ST | NEW HAVEN | CT | 06510 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | ||||||
| CONSTRUCTION FOR CHANGE | |||||||||||||
| 5525 16TH AVE NE | SEATTLE | VA | 98105 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,500 | ||||||
| FIRST DESCENTS | |||||||||||||
| 767 SANTA FE DR | DENVER | CO | 80204 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $250 | ||||||
| GARRETT B SMITH FOUNDATION | |||||||||||||
| C/O CAMELOT CAPITAL 3 PICKWICK | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | PLAZA | |||||
| GREENWICH ACADEMY | |||||||||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $200,000 | ||||||
| GREENWICH FIRE DEPARTMENT | |||||||||||||
| 75 HOLLY HILL LANE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | ||||||
| GREENWICH POLICE DEPARTMENT | |||||||||||||
| 11 BRUCE PLACE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | ||||||
| HARVARD BUSINESS SCHOOL | |||||||||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | ||||||
| JOYFUL HEART FOUNDATION | |||||||||||||
| 32 W 22ND ST 4 | NEW YORK | NY | 10010 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | ||||||
| LOWER CANADA COLLEGE | |||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $500 | 4090 AVENUE ROYAL | MONTREAL | QUEBEC | CA | H4A 2M5 | |||||
| LOYOLA HIGH SCHOOL | |||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $1,000 | 7272 SHERBROOKE ST WEST | MONTREAL | QUEBEC | CA | H4B 1R2 | |||||
| NY POLICE AND FIRE WIDOWS BEENFIT FUND | |||||||||||||
| 767 FIFTH AVENUE 2614-C | NEW YORK | NY | 10153 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $250 | ||||||
| SOUNDKEEPER | |||||||||||||
| PO BOX 4058 | NORWALK | CT | 06855 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | ||||||
| ST GEORGE ORTHODOX CHURCH | |||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $500 | 555-575 JEAN TALON E | MONTREAL | QUEBEC | CA | ||||||
| STRATTON FOUNDATION | |||||||||||||
| 450 OAK AVENUE SUITE 101 | BIRMINGHAM | MI | 48009 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | ||||||
| STRATTON MOUNTAIN VOLUNTEER FIRE DEPARTMENT | |||||||||||||
| 5 BRAZERS WAY | STRATTON MOUNTAIN | VT | 05155 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | ||||||
| THE 22 SCHOLARSHIP FUND | |||||||||||||
| 13 LEONARD ST | WOBURN | MA | 01801 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $250 | ||||||
| THE UNIVERSITY OF WESTERN ONTARIO IVEY BUSINESS SCHOOL | |||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $5,000 | 1151 RICHMOND STREET | NORTH LONDON | ONTARIO | CA | N6A 3K7 | |||||
| TOMORROW'S CHILDRENS FUND | |||||||||||||
| 30 PROSPECT AVE | HACKENSACK | NJ | 07601 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $250 | ||||||
| WATERSIDE SCHOOL | |||||||||||||
| 535 FAIRFIELD AVENUE | STAMFORD | CT | 06902 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | ||||||
| WINHALL POLICE & RESCUE | |||||||||||||
| PO BOX 139 | BONDVILLE | VT | 05340 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 361000 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 7 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 87416 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 42486 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 129909 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 129909 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (4 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
| 4 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
| 7 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
| 8 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 2198081 | EOYBookValue |
| EOYFMV | 2501625 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TREMBLANT PARTNERS LTD | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 4849783 | BookValue |
| EOYFMV | 5117002 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 25 | 0 | 0 |
| REGISTRATION AND LICENSE FEES | 218 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL ESTIMATED TAX PAYMENT | $2,000 | 0 | 0 |
| STATE INCOME TAXES | $250 | 0 | 0 |