THE WILLIAM H PITT III FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM H PITT III FOUNDATION INC (EIN 22-2570737)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-15
- IRS object ID
- 201222289349100962
- Schema version
- 2010v3.4
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T14:42:24-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKMAN JORGENSEN MASTERS & STAFMANLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1377 SOUTH ANDREWS AVENUE | AddressLine1 |
| City | POMPANO BEACH | City |
| State | FL | State |
| ZIP Code | 33069 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222570737 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM H PITT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 5618351313 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ROYAL PALM WAY NO 304 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 334804117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT G SIMSES ESQ | Name |
| Title | TRUSTEE | Title |
| Phone | 5618351313 | Phone |
| Date Signed | 2012-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHELDON L BERKMAN | Name |
| Phone | 9547884533 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 81853029 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 850000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 863465 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 775676 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 280752 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 280752 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 945797 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 945797 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 546254 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 417746 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5648737 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 417746 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2804626 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1838720 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 6162386 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4258691 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 536458 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 482812 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 53646 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 186149 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 59964 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 126185 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 80160 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 67344 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 12816 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 837 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 837 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 117072 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 93658 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 16814 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 42116 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 41891 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 225 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 57742 | InterestRevAndExpnss |
| Interest Net Invst Incm | 57190 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 123990 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 55115 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 9436 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 138885 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 113808 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 92658 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 74126 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 18532 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 12783 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 10226 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2557 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 3 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 3 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 432672 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 389801 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 19158 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1821525 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1446772 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 259372 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2942592 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2902795 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4764117 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1446772 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3162167 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1398269 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2811919 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 454567 | CashBOY |
| Cash EOY | 270051 | CashEOY |
| Cash EOYFMV | 270051 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1960387 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3641423 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3641423 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 8105182 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 8891682 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 8105182 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 8105182 | OtherNotesAndLoansRcvblEOYFMV |
| Prepaid Expenses BOY | 91906 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 82874 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 82874 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 5495502 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2242238 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2242238 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 4483519 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 584670 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 3960905 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 3898849 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 8410000 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 40159951 | InvestmentsOtherBOY |
| Investments Other EOY | 43170056 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 59065998 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 170355 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 141942 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 40994 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 28413 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 28413 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 6850 | OtherAssetsBOY |
| Other Assets EOY | 6850 | OtherAssetsEOY |
| Other Assets EOYFMV | 6850 | OtherAssetsEOYFMV |
| Total Assets BOY | 61062744 | TotalAssetsBOY |
| Total Assets EOY | 61445936 | TotalAssetsEOY |
| Total Assets EOYFMV | 81853029 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 113737 | AccountsPayableBOY |
| Accounts Payable EOY | 108526 | AccountsPayableEOY |
| Grants Payable BOY | 1611489 | GrantsPayableBOY |
| Grants Payable EOY | 601286 | GrantsPayableEOY |
| Total Liabilities BOY | 1725226 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 709812 | 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 | 59337518 | RetainedEarningsBOY |
| Retained Earnings EOY | 60736124 | RetainedEarningsEOY |
| Total Net Assets BOY | 59337518 | TotalNetAssetsBOY |
| Total Net Assets EOY | 60736124 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 61062744 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 61445936 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 59337518 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1398269 | ExcessOfRevenueOverExpenses |
| Other Increases | 337 | OtherIncreases |
| Subtotal | 60736124 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 60736124 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (94 entries)
| Description Of AssetDescriptionOfAsset | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| PUBLICLY-TRADED PARTNERSHIPS K-1 PASS-THROUGH | 348 | 348 | |||||
| PUBLICLY-TRADED PARTNERSHIPS K-1 PASS-THROUGH | -74 | -74 | |||||
| TIPTREE FINANCIAL PARTNERS LP K-1 PASS-THROUGH | 51858 | 51858 | P | ||||
| TIPTREE FINANCIAL PARTNERS LP K-1 PASS-THROUGH | -794 | -794 | P | ||||
| MARINER-DOLPHIN SPECIAL OPPORTUNITIES FUND LP K-1 PASS-THROUGH | -26491 | -26491 | P | ||||
| US T-BILL DUE 6/2/2011 | 994 | 994 | P | 2010-06-09 | 2010-10-26 | 499453 | 498459 |
| US T-BILL DUE 6/2/2011 | 1167 | 1167 | P | 2010-06-09 | 2010-12-21 | 499626 | 498459 |
| US T-BILL DUE 6/2/2011 | 2952 | 2952 | P | 2010-06-09 | 2011-03-31 | 999869 | 996917 |
| US T-BILL DUE 6/2/2011 | 2791 | 2791 | P | 2010-07-14 | 2011-06-01 | 1300000 | 1297209 |
| US T-BILL DUE 6/2/2011 | 232 | 232 | P | 2010-10-06 | 2011-06-01 | 200000 | 199768 |
| 525 SHS ALLIANCE BERNSTEIN HOLDING LP | -612 | -612 | 2009-11-19 | 2010-11-09 | 12730 | 13342 | |
| 900 SHS ALLIANCE BERNSTEIN HOLDING LP | -1049 | -1049 | 2009-12-31 | 2010-11-09 | 21824 | 22873 | |
| 174 SHS ALLIANCE RESOURCE PARTNERS LP | 8564 | 8564 | 2009-09-21 | 2011-03-23 | 14340 | 5776 | |
| 35 SHS ALLIANCE RESOURCE PARTNERS LP | 1722 | 1722 | 2009-11-04 | 2011-03-23 | 2884 | 1162 | |
| 70 SHS ALLIANCE RESOURCE PARTNERS LP | 3445 | 3445 | 2009-11-25 | 2011-03-23 | 5769 | 2324 | |
| 61 SHS ALLIANCE RESOURCE PARTNERS LP | 3002 | 3002 | 2010-03-31 | 2011-03-23 | 5027 | 2025 | |
| 235 SHS BAYTEX ENERGY CORP | 6876 | 6876 | P | 2007-08-27 | 2010-12-10 | 10635 | 3759 |
| 260 SHS BAYTEX ENERGY CORP | 10416 | 10416 | P | 2007-08-27 | 2011-03-08 | 14575 | 4159 |
| 285 SHS BAYTEX ENERGY CORP | 11289 | 11289 | P | 2007-08-27 | 2011-08-02 | 15848 | 4559 |
| 450 BRISTOL MYERS SQUIBB | 4461 | 4461 | P | 2008-12-12 | 2011-09-22 | 13739 | 9278 |
| 300 SHS CANADIAN OIL SANDSD LTD | 190 | 190 | P | 2006-06-06 | 2011-04-19 | 9766 | 9576 |
| 185 SHS CANADIAN OIL SANDSD LTD | 864 | 864 | P | 2006-06-20 | 2011-04-19 | 6022 | 5158 |
| 360 SHS CHEVRON CORP | 11412 | 11412 | P | 2008-11-12 | 2011-04-14 | 39075 | 27663 |
| 175 SHS DIAMOND OFFSHORE DRILLING INC | 1668 | 1668 | P | 2009-02-25 | 2011-05-06 | 12573 | 10905 |
| 165 SHS DIAMOND OFFSHORE DRILLING INC | 1418 | 1418 | P | 2010-08-06 | 2011-05-06 | 11855 | 10437 |
| 80 SHS DIAMOND OFFSHORE DRILLING INC | 385 | 385 | P | 2010-08-10 | 2011-05-06 | 5748 | 5363 |
| 245 SHS DIAMOND OFFSHORE DRILLING INC | 2764 | 2764 | P | 2010-09-08 | 2011-05-06 | 17603 | 14839 |
| 30 SHS DIAMOND OFFSHORE DRILLING INC | 284 | 284 | P | 2010-09-28 | 2011-05-06 | 2155 | 1871 |
| 290 SHS EATON CORP | 15270 | 15270 | P | 2009-06-10 | 2011-01-25 | 29308 | 14038 |
| 60 SHS EATON CORP | 3633 | 3633 | P | 2009-06-10 | 2011-02-25 | 6537 | 2904 |
| 75 SHS EATON CORP | 3506 | 3506 | P | 2010-02-01 | 2011-02-25 | 8171 | 4665 |
| 100 SHS EATON CORP | 3564 | 3564 | P | 2010-05-21 | 2011-02-25 | 10895 | 7331 |
| 275 SHS HUBBELL INC | 7100 | 7100 | P | 2009-02-25 | 2010-10-20 | 14465 | 7365 |
| 285 SHS HUBBELL INC | 9303 | 9303 | P | 2009-03-23 | 2011-01-12 | 16870 | 7567 |
| 15 SHS HUBBELL INC | 561 | 561 | P | 2009-03-23 | 2011-02-28 | 959 | 398 |
| 250 SHS HUBBELL INC | 4437 | 4437 | P | 2010-05-21 | 2011-02-28 | 15991 | 11554 |
| 1,200 SHS HUDSON CITY BANCORP INC | -880 | -880 | P | 2009-04-30 | 2011-01-24 | 14375 | 15255 |
| 800 SHS HUDSON CITY BANCORP INC | 343 | 343 | P | 2009-05-27 | 2011-01-24 | 9583 | 9240 |
| 600 SHS HUDSON CITY BANCORP INC | -1297 | -1297 | P | 2010-04-01 | 2011-01-24 | 7187 | 8484 |
| 200 SHS HUDSON CITY BANCORP INC | -228 | -228 | P | 2010-05-21 | 2011-01-24 | 2396 | 2624 |
| 785 SHS HUDSON CITY BANCORP INC | 144 | 144 | 2010-09-08 | 2011-01-24 | 9403 | 9259 | |
| 100 SHS HUGOTON ROYALTY | 866 | 866 | 2006-06-06 | 2010-10-19 | 2014 | 1148 | |
| 950 SHS HUGOTON ROYALTY | 8225 | 8225 | 2009-02-03 | 2010-10-19 | 19129 | 10904 | |
| 65 SHS HUGOTON ROYALTY | 563 | 563 | 2009-04-23 | 2010-10-19 | 1309 | 746 | |
| 555 SHS HUGOTON ROYALTY | 4848 | 4848 | 2009-04-23 | 2010-10-21 | 11218 | 6370 | |
| 555 SHS HUGOTON ROYALTY | 4745 | 4745 | 2009-04-23 | 2010-10-21 | 11115 | 6370 | |
| 700 SHS IMPALA PLATINUM HOLDINGS | 6636 | 6636 | P | 2009-10-16 | 2011-01-10 | 23411 | 16775 |
| 500 SHS IMPALA PLATINUM HOLDINGS | 3786 | 3786 | P | 2009-10-16 | 2011-01-25 | 15768 | 11982 |
| 660 SHS INERGY LP | 12940 | 12940 | 2009-09-09 | 2011-03-23 | 25733 | 12793 | |
| 265 SHS INERGY LP | 5273 | 5273 | 2009-09-09 | 2011-03-24 | 10409 | 5136 | |
| 250 SHS INERGY LP | 2359 | 2359 | 2010-01-25 | 2011-03-24 | 9819 | 7460 | |
| 145 SHS INERGY LP | 901 | 901 | 2010-09-13 | 2011-03-24 | 5695 | 4794 | |
| $5,000 JEFERSON, GA 8% | 819 | 819 | P | 2009-01-09 | 2011-02-01 | 5000 | 4181 |
| $5,000 LASALLE, TX PUB FAC 9.5% | 0 | 0 | P | 2010-09-01 | 2011-03-01 | 5000 | 5000 |
| 1,030 SHS LINCOLN EDUCATIONAL SERVICES | 430 | 430 | P | 2010-12-15 | 2011-06-02 | 16265 | 15835 |
| $35,000 MA ST 8.5% DUE 01/01/20 | 0 | 0 | P | 2007-12-11 | 2010-12-30 | 35000 | 35000 |
| $10,000 MA ST 8.5% DUE 01/01/20 | 2500 | 2500 | P | 2009-05-18 | 2010-12-30 | 10000 | 7500 |
| 1,000 SHS MONMOUTH REAL ESTATE INVT CORP | 1032 | 1032 | P | 2010-01-28 | 2011-04-08 | 8230 | 7198 |
| 800 SHS MONMOUTH REAL ESTATE INVT CORP | 805 | 805 | P | 2010-01-28 | 2011-05-02 | 6563 | 5758 |
| 200 SHS MONMOUTH REAL ESTATE INVT CORP | 220 | 220 | P | 2010-01-28 | 2011-05-04 | 1660 | 1440 |
| 580 SHS MONMOUTH REAL ESTATE INVT CORP | 638 | 638 | P | 2010-01-29 | 2011-05-04 | 4813 | 4175 |
| 770 SHS MONMOUTH REAL ESTATE INVT CORP | 974 | 974 | P | 2010-01-29 | 2011-07-01 | 6516 | 5542 |
| 290 SHS MONMOUTH REAL ESTATE INVT CORP | 367 | 367 | P | 2010-04-23 | 2011-07-01 | 2454 | 2087 |
| 530 SHS MONMOUTH REAL ESTATE INVT CORP | 729 | 729 | P | 2010-04-23 | 2011-07-08 | 4544 | 3815 |
| 530 SHS MONMOUTH REAL ESTATE INVT CORP | 680 | 680 | P | 2010-04-23 | 2011-07-12 | 4495 | 3815 |
| 200 SHS PPG INDUSTRIES | 7278 | 7278 | P | 2009-02-12 | 2010-10-18 | 15223 | 7945 |
| 10 SHS PPG INDUSTRIES | 419 | 419 | P | 2009-03-23 | 2010-10-18 | 761 | 342 |
| 215 SHS PPG INDUSTRIES | 10313 | 10313 | P | 2009-03-23 | 2011-01-12 | 17669 | 7356 |
| 25 SHS PPG INDUSTRIES | 1321 | 1321 | P | 2009-03-23 | 2011-02-25 | 2176 | 855 |
| 175 SHS PPG INDUSTRIES | 4661 | 4661 | P | 2010-01-27 | 2011-02-25 | 15234 | 10573 |
| 360 SHS RAYONIER INC | 6090 | 6090 | P | 2010-06-24 | 2011-08-02 | 23045 | 16955 |
| 1,000 SHS SAN JUAN ENERGY ROYALTY TRUST SBI | 14156 | 14156 | P | 2009-08-20 | 2011-05-03 | 25005 | 10849 |
| 125 SHS SAN JUAN ENERGY ROYALTY TRUST SBI | 1613 | 1613 | P | 2009-08-20 | 2011-05-06 | 2969 | 1356 |
| 450 SHS SAN JUAN ENERGY ROYALTY TRUST SBI | 5805 | 5805 | P | 2009-08-26 | 2011-05-06 | 10687 | 4882 |
| 575 SHS SAN JUAN ENERGY ROYALTY TRUST SBI | 7540 | 7540 | P | 2009-08-26 | 2011-06-02 | 13778 | 6238 |
| $55,000 STAUNTON VA 9.125% DUE 11/1/2004 | -6050 | -6050 | P | 2007-11-16 | 2011-08-22 | 48950 | 55000 |
| 715 SHS TELEFONICA SA | -4048 | -4048 | P | 2011-03-25 | 2011-08-16 | 13942 | 17990 |
| 515 SHS TELEFONICA SA | -3374 | -3374 | P | 2011-04-12 | 2011-08-16 | 10042 | 13416 |
| 840 SHS TELEFONICA SA | -5085 | -5085 | P | 2011-04-12 | 2011-08-22 | 16798 | 21883 |
| $10,000 UNION CITY NJ IMPT 8.5% | 0 | 0 | P | 2008-03-12 | 2011-03-01 | 10000 | 10000 |
| 0.25 SHS VALLEY NATIONAL BANK | 0 | 0 | P | 2011-01-24 | 2011-05-20 | 3 | 3 |
| 0.50 SHS VALLEY NATIONAL BANK | 0 | 0 | P | 2011-05-04 | 2011-05-20 | 7 | 7 |
| 250 SHS VERIZON | 1964 | 1964 | P | 2009-02-06 | 2011-04-19 | 9328 | 7364 |
| 250 SHS VERIZON | 2613 | 2613 | P | 2009-02-27 | 2011-04-19 | 9328 | 6715 |
| 85 SHS VERIZON | 722 | 722 | P | 2009-04-30 | 2011-04-19 | 3171 | 2449 |
| 335 SHS WP CAREY & CO LLC | 3042 | 3042 | P | 2009-08-07 | 2011-03-30 | 12430 | 9388 |
| 390 SHS WP CAREY & CO LLC | 4566 | 4566 | P | 2009-08-07 | 2011-07-05 | 15496 | 10930 |
| 175 SHS WP CAREY & CO LLC | 1892 | 1892 | P | 2009-08-07 | 2011-09-07 | 6796 | 4904 |
| 650 SHS WP CAREY & CO LLC | 7025 | 7025 | P | 2009-08-17 | 2011-09-07 | 25241 | 18216 |
| INERGY LP - ORDINARY INCOME RECLASS | -217 | -217 | P | ||||
| INERGY LP - ORDINARY INCOME RECLASS | -7026 | -7026 | P | ||||
| MARINER-DOLPHIN SPECIAL OPPORTUNITIES FUND LP | 119034 | 119034 | P | 2009-08-31 | 2010-12-31 | 803342 | 684308 |
| PBLM LOAN | 0 | 0 | P | 2009-08-10 | 2010-10-01 | 150000 | 150000 |
| 243.0091 SHS MARINER VOYAGER INTERNATIONAL | 37618 | 37618 | P | 2006-04-30 | 2011-07-31 | 273900 | 236282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 417746 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4901657 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 81896079 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059852 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3815760 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 86159160 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044287 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4769902 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 95337949 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050032 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4821494 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 102441799 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047066 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4122006 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 103752682 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039729 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.240966 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048193 | AverageDistributionRatio |
| Net Noncharitable Assets | 81753521 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3939947 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 28119 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3968066 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3162167 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 56238 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 56238 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 56238 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 108130 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 108130 | TotalCreditsAndPayments |
| Overpayment | 51892 | Overpayment |
| Amount Credited To Next Year | 51892 | 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 | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5618351313 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ROYAL PALM WAY SUITE 304 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT G SIMSES ESQ | ||||||||
| 241 WEST INDIES DRIVE | PALM BEACH | FL | 33480 | PRESIDENT/COO/DIRECTOR | 30.00 | 318000 | 0 | 0 |
| ROBERT SCINTO | ||||||||
| 17 SEAVIEW AVENUE | MILFORD | CT | 064605234 | CHAIRMAN/CEO/DIRECTOR | 30.00 | 63500 | 0 | 0 |
| CHARLES MALLORY | ||||||||
| 2187 ATLANTIC STREET | STAMFORD | CT | 06902 | SECRETARY | 0.00 | 0 | 0 | 0 |
| PAULINE BAKER PITT | ||||||||
| 320 TANGIER AVENUE | PALM BEACH | FL | 33480 | DIRECTOR | 20.00 | 103958 | 0 | 0 |
| HONORABLE LESLEY STOCKARD SMITH | ||||||||
| 300 CHAPEL HILL ROAD | PALM BEACH | FL | 33480 | DIRECTOR | 10.00 | 25500 | 0 | 0 |
| WARNER DEPUY | ||||||||
| 84 W PARK PLACE 3RD FLOOR | STAMFORD | CT | 06901 | DIRECTOR | 10.00 | 25500 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| DEBRA HERTZ | 609 HOLLOW TREE RIDGE ROAD | DARIEN | CT | 06820 | SR MANAGER | 40.00 | 134462 | 6000 | 0 |
| LUCAS KRUPINSKI | 526 S PALM WAY | LAKE WORTH | FL | 33460 | INVESTMENT MANAGER | 20.00 | 51687 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 2 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| MARINER INVESTMENT GROUP LLC | |||||
| 500 MAMARONECK AVENUE | HARRISON | NY | 10528 | INVESTMENT | 105213 |
| BERKMAN JORGENSEN MASTERS & STAFMAN | |||||
| 1377 SW 12TH AVENUE | POMPANO BEACH | FL | 33069 | ACCOUNTING | 66000 |
| RSM MCGLADREY INC | |||||
| 850 CANAL STREET | STAMFORD | CT | 06902 | AUDIT | 51072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 3 | 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 | 36124046 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3554320 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 43320132 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 82998498 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 82998498 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1244977 | CashDeemedCharitable |
| Net Noncharitable Assets | 81753521 | NetNoncharitableAssets |
| Minimum Investment Return | 4087676 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4087676 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 56238 | TaxBasedOnInvestmentIncome |
| Total Tax | 56238 | TotalTax |
| Distributable Amount Before Adj | 4031438 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4031438 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4031438 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3162167 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3162167 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3162167 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4031438 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 89641 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 833710 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 923351 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3162167 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3162167 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 869271 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 869271 | ExcessDistriCyovAppliedCY |
| Total Corpus | 54080 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 54080 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 54080 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (129 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ABILIS | |||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $2,500 |
| ABILITY BEYOND DISABLIITY | |||||||
| 4 BERKSHIRE BLVD | BETHEL | CT | 06801 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $1,000 |
| ACHIEVEMENT FIRST BRIDGEPORT | |||||||
| 403 JAMES STREET | NEW HAVEN | CT | 06513 | NONE | CHARTER SCHOOL | CHARITABLE EXEMPT PURPOSE | $225,000 |
| AFTER SCHOOL ALL STARS | |||||||
| 5670 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $37,000 |
| ALBERTO B (TITO) MEJIA MEMORIAL FUND | |||||||
| C/O DEERFIELD ACADEMY PO BOX 306 | DEERFIELD | MA | 01342 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $2,000 |
| ALL SAINTS CATHOLIC SCHOOL | |||||||
| 139 WEST ROCKS ROAD | NORWALK | CT | 06851 | NONE | CATHOLIC SCHOOL | CHARITABLE EXEMPT PURPOSE | $25,000 |
| AMERICAN BULLDOG RESCUE | |||||||
| 373 WASHINGTON CROSSING ROAD | NEWTON | PA | 18940 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| AMERICAN RED CROSS GREATER PALM BEACH | |||||||
| 825 FERN STREET | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| ANCHOR ACADEMY | |||||||
| 40 OLD NORTH STAMFORD ROAD | STAMFORD | CT | 06905 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $700 |
| ASPEN MUSIC & FESTIVAL SCHOOL | |||||||
| 2 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $3,500 |
| AUTISM SPEAKS | |||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| BIG BEND COMMUNITY BASEBALL & SOFTBALL | |||||||
| 301 N 5TH STREET | ALPINE | TX | 79830 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,250 |
| BOYS & GIRLS CLUB OF BROWARD COUNTY | |||||||
| 877 NORTHWEST 61ST STREET | FT LAUDERDALE | FL | 33309 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $25,000 |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PARKWAY | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $22,500 |
| BOYS & GIRLS CLUB OF STAMFORD | |||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $35,000 |
| BRIDGEPORT HOSPITAL FOUNDATION | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NONE | HEALTH CARE | CHARITABLE EXEMPT PURPOSE | $5,000 |
| BROADWAY CARESEQUITY FIGHTS AIDS | |||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | NONE | HEALTH CARE RESEARCH | CHARITABLE EXEMPT PURPOSE | $15,000 |
| BRUNSWICK SCHOOL | |||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $40,000 |
| CAMPBELL UNIVERSITY | |||||||
| 110 MAIN STREET | BUIES CREEK | NC | 27506 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $10,000 |
| CARDINAL NEWMAN HIGH SCHOOL | |||||||
| 512 SPENCER DRIVE | WEST PALM BEACH | FL | 33409 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $36,625 |
| CARIDAD CENTER | |||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NONE | HEALTH CARE | CHARITABLE EXEMPT PURPOSE | $25,000 |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH STREET | WEST PALM BEACH | FL | 334075401 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $15,000 |
| CHILD CARE LEARNING CENTER | |||||||
| 195 HILLANDALE AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $35,000 |
| CHILD GUIDANCE CENTER | |||||||
| 5776 ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32207 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $35,000 |
| CHILDREN'S STOREFRONT | |||||||
| 70 EAST 129TH STREET | NEW YORK | NY | 10035 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $20,000 |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 500 E NINTH STREET | CLAREMONT | CA | 917116400 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $7,500 |
| COLUMBIA UNIVERSITY | |||||||
| 116TH STREET BROADWAY | NEW YORK | NY | 10027 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $20,000 |
| COUNTY COLLEGE OF MORRIS FOUNDATION | |||||||
| 214 CENTER GROVE ROAD | RANDOOLPH | NJ | 07869 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $25,000 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $500 |
| DAUGHTERS OF CHARITY | |||||||
| 4330 OLIVE STREET | ST LOUIS | MO | 631082622 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $15,000 |
| DESIGN ONSCREEN | |||||||
| 1700 LINCOLN STREET SUITE 2250 | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $10,000 |
| DIOCESE OF BRIDGEPORT | |||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | NONE | CHURCH INSTITUTION | CHARITABLE EXEMPT PURPOSE | $100,000 |
| DOMUS FOUNDATION | |||||||
| 417 SHIPPAN AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $150,000 |
| DOWNTOWN CABARET THEATRE | |||||||
| 263 GOLDEN HILL STREET | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $25,000 |
| ELAYNE & DONALD FLAMM FOUNDATION | |||||||
| 400 ROYAL PALM WAY SUITE 304 | PALM BEACH | FL | 33480 | NONE | PRIVATE FOUNDATION | CHARITABLE EXEMPT PURPOSE | $40,000 |
| FAIRFIELD COLLEGE PREPARATORY SCHOOL | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $25,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $55,000 |
| FAIRLEIGH DICKENSON UNIVERSITY | |||||||
| 1000 RIVER ROAD | TEANECK | NJ | 07666 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $9,700 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $20,000 |
| FARMWORK CHILDREN'S COUNCIL | |||||||
| 130 ISLAND DRIVE | OCEAN RIDGE | FL | 33435 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $25,000 |
| FATHER PAT O'NEIL | |||||||
| 8901 DICKENS AVENUE | MIAMI BEACH | FL | 33154 | NONE | CHURCH INSTITUTION | CHARITABLE EXEMPT PURPOSE | $1,000 |
| FERGUSON LIBRARY | |||||||
| 96 BROAD STREET | STAMFORD | CT | 06901 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $1,000 |
| FIRST PRESBYTERIAN CHURCH PRESCHOOL | |||||||
| 717 PROSPERITY FARMS ROAD | NORTH PALM BEACH | FL | 33408 | NONE | CHURCH INSTITUTION | CHARITABLE EXEMPT PURPOSE | $3,000 |
| FLORIDA STATE UNIVERSITY | |||||||
| 600 WEST COLLEGE AVENUE | TALLAHASSEE | FL | 32306 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $40,000 |
| FOUNTAIN HOUSE | |||||||
| 11 RIVERSIDE DRIVE SUITE 3AW | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $2,000 |
| GADC RIVER HOUSE | |||||||
| 125 RIVER ROAD EXTENSION | COS COB | CT | 06807 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $1,000 |
| GIRL SCOUTS OF CONNECTICUT | |||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| GLADES ACADEMY FOUNDATION INC | |||||||
| ONE NORTH CLEMATIS STREET SUITE 200 | WEST PALM BEACH | FL | 33401 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $10,000 |
| GREENWICH ACADEMY | |||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $40,000 |
| GRIFFIN HOSPITAL | |||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | NONE | HEALTH CARE | CHARITABLE EXEMPT PURPOSE | $10,000 |
| HISTORICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| 138 NORTH COUNTY ROAD SUITE 25 | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $8,500 |
| HOLE IN THE WALL GANG | |||||||
| 565 ASHFORD CENTER ROAD | ASHFORD | CT | 06278 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| HORIZONS NATIONAL | |||||||
| 1 PARK STREET | NORWALK | CT | 06851 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $10,000 |
| HOUSATONIC COMMUNITY COLLEGE | |||||||
| 900 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $30,000 |
| KEEWAYDIN FOUNDATION | |||||||
| 10 KEEWAYDIN ROAD | SALISBURY | VT | 05769 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $7,500 |
| KING & LOW HEYWOOD THOMAS SCHOOL | |||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $40,000 |
| KINGS COLLEGE | |||||||
| 133 NORTH RIVER STREET | WILKESBARRE | PA | 18701 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $46,000 |
| KOLBE CATHOLIC HIGH SCHOOL | |||||||
| 33 CALHOUN PLACE | BRIDGEPORT | CT | 06604 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $25,000 |
| LAURALTON HALL | |||||||
| 200 HIGH STREET | MILFORD | CT | 06460 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $30,000 |
| LIBERATION PROGRAMS | |||||||
| 4 ELMCREST TERRACE | NORWALK | CT | 06850 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $19,300 |
| LIGHTHOUSE INTERNATIONAL | |||||||
| 111 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $10,000 |
| LOURDES-NOREEN MCKEEN RESIDENCE FOR GC | |||||||
| 315 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| MARFA BALLROOM | |||||||
| 108 E SAN ANTONIO | MARFA | TX | 79843 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $12,500 |
| MARFA PUBLIC RADIO | |||||||
| 111 SOUTH HIGHLAND AVENUE | MARFA | TX | 79843 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $7,500 |
| MARGOUX'S MIRACLE FOUNDATION | |||||||
| 2601 MW 29TH DRIVE | BOCA RATON | FL | 33434 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $20,000 |
| MARY ALICE FORTIN CHILD CARE FOUNDATION | |||||||
| PO BOX 4297 | WEST PALM BEACH | FL | 334024297 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $100,000 |
| MAURICE & WINIFRED GLOVER LA GRUA FOUNDATION | |||||||
| PO BOX 342 | STONINGTON | CT | 06378 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $10,000 |
| MCGIVNEY CENTER | |||||||
| PO BOX 5220 | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $45,000 |
| MSOA FOUNDATION | |||||||
| 1725 ECHO LAKE ROAD | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $25,000 |
| MYSTIC SEAPORT | |||||||
| 75 GREENMANVILLE AVENUE | MYSTIC | CT | 06355 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $40,000 |
| NATIONAL CAMPAIGN TO STOP THE VIOLENCE | |||||||
| 910 17TH STREET NW SUITE 200 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $20,000 |
| NATIONAL HIGH SCHOOL MUSIC THEATER AWARDS | |||||||
| 226 WEST 47TH STREET 9TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| NEW & FAR AID | |||||||
| PO BOX 717 | SOUTHPORT | CT | 068900717 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| NEW HOPE CHARITIES INC | |||||||
| 626 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $18,980 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 525 E 68TH STREET SUITE M328 | NEW YORK | NY | 100214870 | NONE | HEALTH CARE INSTITUT | CHARITABLE EXEMPT PURPOSE | $10,000 |
| NORWALK COMMUNITY COLLEGE | |||||||
| 188 RICHARDS AVENUE | NORWALK | CT | 06854 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $20,000 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 220 JEFFERSON STREET | FAIRFIELD | CT | 06432 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $30,000 |
| OUTWARD BOUND | |||||||
| 2582 RICEVILLE ROAD | ASHEVILLE | NC | 28805 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $20,000 |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $10,000 |
| PALM BEACH DAY ACADEMY | |||||||
| 241 SEAVIEW AVENUE | PALM BEACH | FL | 33480 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $34,000 |
| PALM BEACH OPERA | |||||||
| 415 SOUTH OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $10,000 |
| PALM BEACH ZOO | |||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 334053098 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $15,000 |
| PATHWAYS INC | |||||||
| 33 DENISON PARKWAY WEST | CORNING | NY | 14830 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | |||||||
| 3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 334092733 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $25,000 |
| PERSON TO PERSON | |||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $20,000 |
| PETER PAN CHILDREN'S FUND | |||||||
| PO BOX 388 | POUND RIDGE | NY | 10576 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $35,000 |
| PRESERVATION FOUNDATION OF PALM BEACH | |||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $22,000 |
| QUEBEC-LABRADOR FOUNDATION | |||||||
| 55 SOUTH MAIN STREET | IPSWICH | MA | 01938 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $25,000 |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 068251000 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $210,500 |
| SALVATION ARMY | |||||||
| PO BOX 18459 | WEST PALM BEACH | FL | 334168459 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $1,000 |
| SAN DIEGO STATE UNIVERSITY | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $5,000 |
| SHELBURNE MUSEUM | |||||||
| US ROUTE 7 | SHELBURNE | VT | 05482 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $15,000 |
| SHELTER FOR THE HOMELESS | |||||||
| PO BOX 1252 | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| SHEPERDS INC | |||||||
| PO BOX 320513 | FAIRFIELD | CT | 06432 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $20,000 |
| ST CATHERINE'S ACADEMY | |||||||
| 215 NORTH HARBOR BLVD | ANAHEIM | CA | 92805 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $10,000 |
| ST CLARE SCHOOL | |||||||
| 821 PROSPERITY FARMS ROAD | NORTH PALM BEACH | FL | 33408 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $53,500 |
| ST EDWARDS SCHOOL | |||||||
| 1895 SAINT EDWARDS DRIVE | VERO BEACH | FL | 32963 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $32,500 |
| ST JAMES CHURCH | |||||||
| 865 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | CHURCH INSTITUTION | CHARITABLE EXEMPT PURPOSE | $50,000 |
| ST JOSEPH'S HIGH SCHOOL | |||||||
| 2320 HUNTINGTON TURNPIKE | TRUMBULL | CT | 06611 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $25,000 |
| ST JUDES CHILDRENS HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381059959 | NONE | HEALTH CARE INSTITUT | CHARITABLE EXEMPT PURPOSE | $5,000 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $10,000 |
| ST LUKE'S LIFEWORKS | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $10,000 |
| ST LUKE'S SCHOOL | |||||||
| PO BOX 1148 | NEW CANAAN | CT | 06840 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $44,000 |
| ST VINCENT'S MEDICAL CENTER | |||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 066064201 | NONE | HEALTH CARE INSTITUT | CHARITABLE EXEMPT PURPOSE | $25,000 |
| SUMMER THEATER OF NEW CANAAN | |||||||
| 237 ELM STREET | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| TEACH FOR AMERICA - CONNECTICUT | |||||||
| 142 TEMPLE STREET | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $27,000 |
| THE BOY'S CLUB OF NEW YORK | |||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $1,000 |
| THE BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $10,000 |
| THE CHAPIN SCHOOL | |||||||
| 100 EAST END AVENUE | NEW YORK | NY | 101300041 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $10,000 |
| THE EQUUS FOUNDATION INC | |||||||
| 168 LONG LOTS ROAD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $750 |
| THE LAWRENCEVILLE SCHOOL | |||||||
| 2500 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $10,000 |
| THE PALM BEACH POLICE FOUNDATION | |||||||
| 350 SOUTH COUNTY ROAD SUITE 102 | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $1,000 |
| THE PEARLMAN MUSIC PROGRAM | |||||||
| 73 SHORE ROAD | SHELTER ISLAND HTS | NY | 11965 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $1,000 |
| THE WILBURN FELLOWSHIP | |||||||
| 11 FARM ROAD | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $10,000 |
| UNION HOSPITAL INC | |||||||
| 1606 N SEVENTH STREET | TERRE HAUTE | IN | 478042780 | NONE | HEALTH CARE INSTITUT | CHARITABLE EXEMPT PURPOSE | $1,790 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $20,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 115 N EAGLEVILLE ROAD | MANSFIELD | CT | 06268 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $40,000 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVENUE | HARTFORD | CT | 06117 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $4,000 |
| UNIVERSITY OF MARY WASHINGTON | |||||||
| 1301 COLLEGE AVENUE | FREDERICKSBURG | VA | 22401 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $5,000 |
| UNIVERSITY OF VERMONT | |||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05401 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $10,000 |
| WALKABOUT FOUNDATION | |||||||
| 75 HOLLY HILL LANE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $5,000 |
| WATERSIDE SCHOOL | |||||||
| 535 FAIRFIELD AVENUE | STAMFORD | CT | 06902 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $85,000 |
| WESTERN CT STATE UNIVERSITY | |||||||
| 181 WHITE STREET | DANBURY | CT | 06810 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $3,500 |
| WESTERN NEW ENGLAND COLLEGE SCHOOL OF LAW | |||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $1,000 |
| WOMEN'S BUSINESS DEVELOPMENT CENTER | |||||||
| 8 SOUTH MICHIGAN AVENUE SUITE 400 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $1,000 |
| LAUREL HOUSE INC | |||||||
| 1616 WASHINGTON BLVD SUITE 1 | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $200 |
| YOUNG ISRAEL OF GREAT NECK | |||||||
| 236 MIDDLE NECK ROAD | GREAT NECK | NY | 10021 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $1,000 |
| YERWOOD CENTER | |||||||
| 90 FAIRFIELD AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | CHARITABLE EXEMPT PURPOSE | $10,000 |
| YALE CENTER FOR FAITH & CULTURE | |||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 065102100 | NONE | EDUCATIONAL INSTITUT | CHARITABLE EXEMPT PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2902795 | 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 | $863,465 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $280,752 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $58,824 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $487,430 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,804,626 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $417,746 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,912,843 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4912843 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEAN KELLER CARROS & ROBERT CARROS FOUNDATION | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ROYAL PALM WAY SUITE 304 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 850000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNTING | $66,000 | 52800 | 6600 |
| AUDIT | $51,072 | 40858 | 10214 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (29 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Prior Years DepreciationPriorYearsDepreciation | LifeLife |
|---|---|---|---|---|---|---|---|
| LAND - BEDFORD | 2000-09-09 | 497678 | L | 0 | 0 | ||
| BUILDING - BEDFORD | 2000-09-09 | 593273 | SL | 15212 | 15212 | 152120 | 39.000000000000 |
| LAND IMPROVEMENTS - BEDFORD | 2000-09-09 | 9048 | SL | 603 | 603 | 6031 | 15.000000000000 |
| LAND - DANBURY | 2000-09-09 | 316462 | L | 0 | 0 | ||
| BUILDING - DANBURY | 2000-09-09 | 219323 | SL | 5624 | 5624 | 56239 | 39.000000000000 |
| LAND IMPROVEMENTS - DANBURY | 2000-09-09 | 14215 | SL | 948 | 948 | 9479 | 15.000000000000 |
| LAND - DARIEN | 2000-09-09 | 387207 | L | 0 | 0 | ||
| BUILDING - DARIEN | 2000-09-09 | 202142 | SL | 5183 | 5183 | 51830 | 39.000000000000 |
| LAND IMPROVEMENTS - DARIEN | 2000-09-09 | 25651 | SL | 1710 | 1710 | 17100 | 15.000000000000 |
| LAND - PARKWAY | 2000-09-09 | 700760 | L | 0 | 0 | ||
| BUILDING - PARKWAY | 2000-09-09 | 204017 | SL | 5231 | 5231 | 52311 | 39.000000000000 |
| LAND IMPROVEMENTS - PARKWAY | 2000-09-09 | 10223 | SL | 682 | 682 | 6819 | 15.000000000000 |
| LAND - WESTPORT | 2000-09-09 | 612939 | L | 0 | 0 | ||
| BUILDING - WESTPORT | 2000-09-09 | 667061 | SL | 17104 | 17104 | 171040 | 39.000000000000 |
| FURNITURE - FLORIDA | 2004-02-12 | 10000 | SL | 359 | 0 | 4641 | 7.000000000000 |
| FURNITURE - FLORIDA | 2004-02-13 | 7000 | SL | 250 | 0 | 3250 | 7.000000000000 |
| IMPROVEMENTS - FLORIDA | 2002-10-01 | 14155 | SL | 0 | 0 | 14155 | 15.000000000000 |
| IMPROVEMENTS - FLORIDA | 2004-03-08 | 4240 | SL | 141 | 0 | 917 | 15.000000000000 |
| IMPROVEMENTS - FLORIDA | 2004-03-23 | 57080 | SL | 1903 | 0 | 12369 | 15.000000000000 |
| IMPROVEMENTS - FLORIDA | 2004-05-04 | 6768 | SL | 226 | 0 | 1469 | 15.000000000000 |
| IMPROVEMENTS - FLORIDA | 2005-03-01 | 10000 | SL | 667 | 0 | 3668 | 15.000000000000 |
| LAND IMPROVEMENTS - DANBURY | 2005-03-01 | 10000 | SL | 667 | 667 | 3668 | 15.000000000000 |
| LAND IMPROVEMENTS - DANBURY | 2006-03-01 | 12820 | SL | 855 | 855 | 3847 | 15.000000000000 |
| LAND IMPROVEMENTS - DANBURY | 2005-03-01 | 700 | SL | 47 | 47 | 187 | 15.000000000000 |
| FURNITURE - FLORIDA | 2006-01-01 | 14269 | SL | 2038 | 0 | 6878 | 7.000000000000 |
| IMPROVEMENTS - FLORIDA | 2006-01-01 | 13179 | SL | 879 | 0 | 2747 | 15.000000000000 |
| FURNITURE - FLORIDA | 2008-09-30 | 8193 | SL | 585 | 0 | 1243 | 7.000000000000 |
| FURNITURE - FLORIDA | 2010-01-19 | 5802 | SL | 414 | 0 | 207 | 7.000000000000 |
| IMPROVEMENTS - FLORIDA | 2009-11-05 | 19670 | SL | 656 | 0 | 328 | 15.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| JPMORGAN | 0 | 0 |
| STATE STREET | 2151772 | 2151772 |
| MATTINGLY HITTING PRODUCTS | 50000 | 50000 |
| TD AMERITRADE | 40466 | 40466 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (17 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| LAND - BEDFORD | 497678 | 0 | 497678 | 0 |
| BUILDING - BEDFORD | 593273 | 167332 | 425941 | 0 |
| LAND IMPROVEMENTS - BEDFORD | 9048 | 6634 | 2414 | 0 |
| LAND - DANBURY | 316462 | 0 | 316462 | 0 |
| BUILDING - DANBURY | 219323 | 61863 | 157460 | 0 |
| LAND IMPROVEMENTS - DANBURY | 14215 | 10427 | 3788 | 0 |
| LAND - DARIEN | 387207 | 0 | 387207 | 0 |
| BUILDING - DARIEN | 202142 | 57013 | 145129 | 0 |
| LAND IMPROVEMENTS - DARIEN | 25651 | 18810 | 6841 | 0 |
| LAND - PARKWAY | 700760 | 0 | 700760 | 0 |
| BUILDING - PARKWAY | 204017 | 57542 | 146475 | 0 |
| LAND IMPROVEMENTS - PARKWAY | 10223 | 7501 | 2722 | 0 |
| LAND - WESTPORT | 612939 | 0 | 612939 | 0 |
| BUILDING - WESTPORT | 667061 | 188144 | 478917 | 0 |
| LAND IMPROVEMENTS - DANBURY | 10000 | 4335 | 5665 | 0 |
| LAND IMPROVEMENTS - DANBURY | 12820 | 4702 | 8118 | 0 |
| LAND IMPROVEMENTS - DANBURY | 700 | 234 | 466 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (12 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LOEB MARATHON OFFSHORE FUND | AT COST | 5028797 | 5028797 |
| MARINER TRICADIA CREDIT STRATEGIES | AT COST | 4236268 | 4236258 |
| MARINER ATLANTIC FUND | AT COST | 9308407 | 9308407 |
| MARINER VOYAGER INTERNATIONAL | AT COST | 673078 | 673078 |
| TIPTREE FINANCIAL PARTNERS LP | AT COST | 4876208 | 4909326 |
| PALISADES MEDIA ASSET FUND LLC | AT COST | 25583 | 65390 |
| PALISADES OPPORTUNITIES FUND | AT COST | 494711 | 500000 |
| FIDELITY BUILDING COMPANY | AT COST | 2284014 | 3300000 |
| GUN MILL COMPANY | AT COST | 603758 | 3750000 |
| QUARRY ROAD | AT COST | 11138290 | 21450000 |
| MARINER DOLPHIN SPECIAL OPPORTUNITY FUND | AT COST | 0 | 0 |
| SOUNDVIEW FARMS LLC | AT COST | 4500942 | 5844742 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (12 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | EOYFMVEOYFMV | Book ValueBookValue |
|---|---|---|---|---|
| FURNITURE - FLORIDA | 10000 | 10000 | 0 | |
| FURNITURE - FLORIDA | 7000 | 7000 | 0 | |
| IMPROVEMENTS - FLORIDA | 14155 | 14155 | 0 | |
| IMPROVEMENTS - FLORIDA | 4240 | 3178 | 0 | 1062 |
| IMPROVEMENTS - FLORIDA | 57080 | 42812 | 0 | 14268 |
| IMPROVEMENTS - FLORIDA | 6768 | 5079 | 0 | 1689 |
| IMPROVEMENTS - FLORIDA | 10000 | 4335 | 0 | 5665 |
| FURNITURE - FLORIDA | 14269 | 8916 | 0 | 5353 |
| IMPROVEMENTS - FLORIDA | 13179 | 3626 | 0 | 9553 |
| FURNITURE - FLORIDA | 8193 | 5925 | 0 | 2268 |
| FURNITURE - FLORIDA | 5802 | 3522 | 0 | 2280 |
| IMPROVEMENTS - FLORIDA | 19670 | 10819 | 0 | 8851 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $837 | Amount |
| Net Investment Income | 837 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSIT | Description |
| BOY Book Value | 6850 | BOYBookValue |
| EOY Book Value | 6850 | EOYBookValue |
| EOYFMV | 6850 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (17 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADVERTISING | 15000 | 12000 | 3000 |
| BANK SERVICE CHARGES | 160 | 128 | 32 |
| DUES & SUBSCRIPTIONS | 4921 | 589 | 4332 |
| INVESTMENT FEES | 130520 | 130520 | 0 |
| MISCELLANEOUS | 4960 | 3968 | 992 |
| OFFICE & INTERNET | 6444 | 5155 | 1289 |
| POSTAGE | 1903 | 1522 | 381 |
| CONTRIBUTIONS FROM PASS-THROUGH ENTITIES | 3162 | 0 | 3162 |
| PORTFOLIO DEDUCTIONS FROM PASS-THROUGH ENTITIES | 91737 | 91737 | 0 |
| NONDEDUCTIBLE EXPENSES FROM PASS-THROUGH ENTITIES | 23713 | 0 | 0 |
| ADMINISTRATIVE EXPENSES | 51 | 51 | 0 |
| TELEPHONE | 7462 | 1492 | 5970 |
| UTILITIES | 104 | 104 | 0 |
| INSURANCE | 1607 | 1607 | 0 |
| UTILITIES | 268 | 268 | 0 |
| OPERATING EXPENSES | 131746 | 131746 | 0 |
| AMORTIZATION | 8914 | 8914 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (19 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| SECURITIES LITIGATION SETTLEMENTS | 6766 | 6766 | 6766 |
| LIQUIDATING TRUST FOR INVESTMENT | 2058 | 2058 | 2058 |
| TD AMERITRADE REBATE | 500 | 500 | 500 |
| PUBLICLY-TRADED PARTNERSHIPS | -4303 | -4303 | -4303 |
| FIDELITY BUILDING COMPANY | 139722 | 139722 | 139722 |
| PUBLICLY-TRADED PARTNERSHIPS | 87 | 87 | 87 |
| HUGOTON REALTY TRUST | 3145 | 3145 | 3145 |
| SAN JUAN BASIN ROYALTY TRUST | 1907 | 1907 | 1907 |
| GUN MILL COMPANY | 58894 | 58894 | 58894 |
| SOUNDVIEW FARMS LLC | 367172 | 367172 | 367172 |
| PALISADES MEDIA ASSET FUND LLC | -38359 | -38359 | -38359 |
| PALISADES MEDIA ASSET FUND LLC | 241 | 241 | 241 |
| PALISADES OPPORTUNITIES FUND LLC | -5289 | -5289 | -5289 |
| QUARRY ROAD LOT 2 LLC | 568982 | 568982 | 568982 |
| QUARRY ROAD LOT 3 LLC | 724424 | 724424 | 724424 |
| TIPTREE FINANCIAL PARTNERS LP | 5595 | 5595 | 5595 |
| MARINER-DOLPHIN SPECIAL OPPORTUNITIES FUND LP | -65 | -65 | -65 |
| UNREALIZED GAINS | 965906 | 0 | 965906 |
| INERGY LP - ORDINARY INCOME | 7243 | 7243 | 7243 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $337 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PENSION | $250 | 25 | 225 |
| PROFESSIONAL FEES | $1,800 | 1800 | 0 |
| MANAGEMENT FEES | $40,066 | 40066 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEAN KELLER CARROS & ROBERT CARROS FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ROYAL PALM WAY SUITE 304 | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (6 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL | $15,136 | 4356 | 9436 |
| FOREIGN TAXES WITHHELD | $1,930 | 1930 | 0 |
| LICENSES & FEES | $83 | 83 | 0 |
| FEDERAL EXCISE TAX | $58,095 | 0 | 0 |
| SEVERANCE TAXES | $510 | 510 | 0 |
| TAXES & LICENSES | $48,236 | 48236 | 0 |
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