PANWY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-03
- IRS object ID
- 201113079349100206
- Schema version
- 2010v3.2
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-03T12:42:54-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENSPRING FAMILY OFFICES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 GREENWICH OFFICE PARK | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136130759 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PANWY FOUNDATION INC CO GENSPRING FAMILY OFFICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PANW | NameControl |
| Phone | 2036616616 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 GREENWICH OFFICE PARK | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RALPH M WYMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 2036616616 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GENSPRING FAMILY OFFICES | Name |
| Phone | 2036616616 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4485363 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1938 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1938 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 95107 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 95107 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 379927 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2041409 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 379927 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 40 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 40 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 507012 | TotalRevenueAndExpenses |
| Total Net Investment Income | 477012 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 56662 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 56662 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8762 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9624 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8721 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 903 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 75048 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 65383 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 903 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 368160 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 368160 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 443208 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 65383 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 369063 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 63804 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 411629 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 471608 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 296275 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 296275 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 3441899 | InvestmentsOtherBOY |
| Investments Other EOY | 3471900 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4189088 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | -27701 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 3913507 | TotalAssetsBOY |
| Total Assets EOY | 3740474 | TotalAssetsEOY |
| Total Assets EOYFMV | 4485363 | 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 | 3913507 | RetainedEarningsBOY |
| Retained Earnings EOY | 3740474 | RetainedEarningsEOY |
| Total Net Assets BOY | 3913507 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3740474 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3913507 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3740474 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3913507 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 63804 | ExcessOfRevenueOverExpenses |
| Other Increases | 685 | OtherIncreases |
| Subtotal | 3977996 | Subtotal |
| Other Decreases | 237522 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3740474 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (28 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| LORD ABBET INCT TR CONVERT FD Y | P | 2009-12-24 | 2010-03-30 | 305 | 299 | 6 | 6 |
| LORD ABBET INCT TR CONVERT FD Y | P | 2009-12-31 | 2010-03-30 | 707 | 685 | 22 | 22 |
| LORD ABBET INCT TR CONVERT FD Y | P | 2009-10-01 | 2010-03-30 | 596 | 552 | 44 | 44 |
| LORD ABBET INCT TR CONVERT FD Y | P | 2009-07-16 | 2010-03-30 | 59223 | 50000 | 9223 | 9223 |
| LOOMIS SAYLES FDS BD FD | P | 2010-04-28 | 2010-05-18 | 334 | 339 | -5 | -5 |
| LOOMIS SAYLES FDS BD FD | P | 2010-03-24 | 2010-05-18 | 307 | 309 | -2 | -2 |
| LOOMIS SAYLES FDS BD FD | P | 2010-01-27 | 2010-05-18 | 335 | 328 | 7 | 7 |
| LOOMIS SAYLES FDS BD FD | P | 2010-02-24 | 2010-05-18 | 311 | 303 | 8 | 8 |
| LOOMIS SAYLES FDS BD FD | P | 2009-12-14 | 2010-05-18 | 310 | 299 | 11 | 11 |
| LOOMIS SAYLES FDS BD FD | P | 2009-11-25 | 2010-05-18 | 322 | 310 | 12 | 12 |
| LOOMIS SAYLES FDS BD FD | P | 2009-10-28 | 2010-05-18 | 330 | 313 | 17 | 17 |
| LOOMIS SAYLES FDS BD FD | P | 2009-09-23 | 2010-05-18 | 308 | 289 | 19 | 19 |
| LOOMIS SAYLES FDS BD FD | P | 2009-08-26 | 2010-05-18 | 354 | 321 | 33 | 33 |
| LOOMIS SAYLES FDS BD FD | P | 2009-07-29 | 2010-05-18 | 341 | 300 | 41 | 41 |
| LOOMIS SAYLES FDS BD FD | P | 2009-06-24 | 2010-05-18 | 326 | 276 | 50 | 50 |
| LOOMIS SAYLES FDS BD FD | P | 2009-05-27 | 2010-05-18 | 61449 | 50000 | 11449 | 11449 |
| LOOMIS SAYLES FDS BD FD | P | 2010-01-01 | 2010-05-19 | 129202 | 106773 | 22429 | 22429 |
| LORD ABBET INCT TR CONVERT FD Y | P | 2010-01-01 | 2010-03-30 | 67931 | 57802 | 10129 | 10129 |
| VANGUARD FIXED INCOME SHORT | P | 2010-01-01 | 2010-08-03 | 3758 | 3703 | 55 | 55 |
| WORLD TRUST FUND | P | 2009-01-01 | 2010-12-31 | 192931 | 134100 | 58831 | 58831 |
| VANGUARD S/T CORPORATE BOND FUND | P | 2009-07-16 | 2010-08-03 | 104908 | 99867 | 5041 | 5041 |
| LORD ABBET INCT TR CONVERT FD Y | P | 2009-01-01 | 2010-03-30 | 145521 | 155171 | -9650 | -9650 |
| GNMA PASS-THRU X SINGLE FAMILY | P | 2009-01-01 | 2010-12-31 | 1467 | 1770 | -303 | -303 |
| GNMA PASS-THRU X PLATINUM 30YR\GNMA PASS-THRU X SINGLE FAMILY | P | 2009-01-01 | 2010-12-31 | 3698 | 4310 | -612 | -612 |
| AMA MULTISTRATEGY OFFSHORE FD | P | 2004-03-01 | 2010-10-01 | 1205906 | 993063 | 212843 | 212843 |
| ACL ALTERNATIVE FUND | P | 14025 | 14025 | 14025 | |||
| ACL ALTERNATIVE FUND | P | 14025 | 14025 | 14025 | |||
| CAPITAL GAINS DIVIDENDS | P | 32179 | 32179 | 32179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 379927 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 267258 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4125239 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064786 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 410118 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4857898 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.084423 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 336908 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5985007 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056292 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 443602 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5662454 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.078341 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 350239 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5262800 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066550 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.350392 | TotalDistributionRatio |
| Average Distribution Ratio | 0.070078 | AverageDistributionRatio |
| Net Noncharitable Assets | 4117742 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 288563 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4116 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 292679 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 369063 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4116 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4116 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4116 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2300 | TaxPaidWithExtension |
| Total Credits And Payments | 4300 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 42 | PenaltyForUnderpayment |
| Overpayment | 142 | Overpayment |
| Amount Credited To Next Year | 142 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH M WYMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2036616616 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 GREENWICH OFFICE PK | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RALPH M WYMAN | ||||||||
| 34 BALDWIN FARMS NORTH | GREENWICH | CT | 06831 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| RUTH L RUSSELL | ||||||||
| 5025 ARLINGTON AVE | RIVERDALE | NY | 10471 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| VIRGINIA W MEYER | ||||||||
| 71 RIDGEVIEW AVE | GREENWICH | CT | 06830 | TRUSTEE | 10.00 | 0 | 0 | 0 |
| CARLA BENKA | ||||||||
| 26 CIRCUIT ROAD | CHESTNUT HILL | MA | 02467 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| PEGGY R ROSENBLUM | ||||||||
| 143 HOBART ROAD | NEWTON CENTRE | MA | 02459 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| LESLIE A W COOPER | ||||||||
| 26 THE RIDGEWAY | GREENWICH | CT | 06831 | TREASURER/SECRETARY | 1.00 | 0 | 0 | 0 |
| ALEXANDRA NP DORF | ||||||||
| 3 FULLER STREET APT6 | BROOKLINE | MA | 02446 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CRISTINA WYMAN | ||||||||
| 207 EAST 74TH STREET APT2L | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3163122 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 527401 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 489926 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4180449 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4180449 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 62707 | CashDeemedCharitable |
| Net Noncharitable Assets | 4117742 | NetNoncharitableAssets |
| Minimum Investment Return | 205887 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 205887 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4116 | TaxBasedOnInvestmentIncome |
| Total Tax | 4116 | TotalTax |
| Distributable Amount Before Adj | 201771 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 201771 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 201771 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 369063 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 369063 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4116 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 364947 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 201771 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 92683 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 169217 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 46044 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 167223 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 60996 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 536163 | TotalExcessDistriCarryover |
| Qualifying Distributions | 369063 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 201771 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 167292 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 703455 | 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 | 92683 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 610772 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 169217 | ExcessFromYear4 |
| Excess From Year3 | 46044 | ExcessFromYear3 |
| Excess From Year2 | 167223 | ExcessFromYear2 |
| Excess From Year1 | 60996 | ExcessFromYear1 |
| Excess From Current Year | 167292 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (168 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AARP | |||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| ABILIS | |||||||
| 58 GLENVILLE STREET | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| ADOPT A DOG | |||||||
| 23 COX AVENUE | ARMONK | NY | 10504 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| AFGHAN INSTITUTE OF LEARNING | |||||||
| PO BOX 1058 | DEARBORN | MI | 48121 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| ALBERT SCHWEITZER FELLOWSHIP | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,400 |
| AMERICAN HEART ASSOC-NYC AFFILIATE | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| AMERICAN RED CROSS | |||||||
| 540 NW UNIVERSITY BLVD | PORT ST LUCIE | FL | 34986 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| AMHERST COLLEGE | |||||||
| AMHERST COLLEGE | AMHERST | MA | 01002 | DONEE | UNIVERSITY | CHARITABLE DONATION | $500 |
| ARTHUR ASHE ENDOWMENT FOR THE DEFEAT OF AIDS | |||||||
| ARTHUR ASHE STADIUM | NEW YORK | NY | 11375 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | DONEE | UNIVERSITY | CHARITABLE DONATION | $500 |
| BOSTON BALLET | |||||||
| 861 WASHINGTON STREET | NEWTON | MA | 02460 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| THE BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| BOSTON LYRIC OPERA | |||||||
| 25 KINGSTON STREET | BOSTON | MA | 02111 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $16,000 |
| BOSTON PREPARATORY CHARTER PUBLIC SCHOOL | |||||||
| 1286 HYDE PARK AVE | HYDE PARK | MA | 02136 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $11,000 |
| BOSTON SYMPHONY ANNUAL FUND | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| BROOKTON FOREST COMMUNITY CENTER | |||||||
| BROOKTON | BROOKTON | MA | 02301 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| BROOKLINE COMMUNITY FUND | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $7,000 |
| BROOKLINE EDUCATION FOUNDATION | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| BROOKLYN BOTANIC GARDEN | |||||||
| 1000 WASHIGTON AVENUE | BROOKLYN | NY | 11225 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CALL A RIDE GREENWICH INC | |||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CANCER CARE | |||||||
| 27 SEVENTH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| CENTER OF THEOLOGICAL INQUIRY | |||||||
| 50 STOCKTON STREET | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CENTER FOR FOOD ACTION INC | |||||||
| 192 WEST DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CENTRAL ASIA INSTITUTE | |||||||
| PO BOX 7209 | BOZEMAN | MT | 59771 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CHORE SERVICE FUND | |||||||
| PO BOX 123 | SHARON | CT | 06069 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| CITY HARVEST INC | |||||||
| 575 EIGHTH AVENUE | NEW YORK | NY | 10018 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| CITY MEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||
| 630 WEST 168 TH STREET | NEW YORK | NY | 10032 | DONEE | HOSPITAL | CHARITABLE DONATION | $500 |
| COMMUNITY CENTERS INC | |||||||
| 61 E PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THE COMMUNITY CHEST OF ENGLEWOOD | |||||||
| 97 ENGLE STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| THE CONCORD COALITION | |||||||
| 1011 ARLINGTON BLVD | ARLINGTON | VA | 22209 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| CT PUBLIC TV & RADIO | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CONNECTICUT FOOD BANK | |||||||
| 56 EAGLE STREET | WATERBURY | CT | 06708 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| COUNCIL OF THE ARTS AT MIT | |||||||
| MIT | BOSTON | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $5,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| THE DOE FUND INC | |||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| FAIRFIELD COUNTY COMMUNITY FOUONDATION | |||||||
| 383 MAIN AVENUE | NORWALK | CT | 06851 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $850 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| FAMILY RE-ENTRY | |||||||
| 9 MOTT AVE 110 | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| FINCA INTERNATIONAL | |||||||
| 1101 14TH STREET | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 |
| FIRST CHURCH IN CHESTNUT HILL | |||||||
| CHESTNUT HILL | NEWTONVILLE | MA | 02467 | DONEE | CHURCH | CHARITABLE DONATION | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | CHURCH | CHARITABLE DONATION | $72,160 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| FLAT ROCK BROOKE NATURE ASSOCIATION | |||||||
| 443 VAN NOSTRAND AVENUE | ENGLE WOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| GETTYSBURG COLLEGE | |||||||
| 300 NORTH WASHINGTON | GETTYSBURG | PA | 17325 | DONEE | UNIVERSITY | CHARITABLE DONATION | $1,000 |
| GLIMMERGLASS OPERA ANNUAL FUND | |||||||
| 7300 STATE HIGHWAY 80 | SPRINGFIELD CTR | NY | 10030 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| GOODWILL INDUSTRIES NEW YORK | |||||||
| 2231 3RD AVENUE | NEW YORK | NY | 10035 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,250 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER ROAD | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,700 |
| GREENWICH ACADEMY | |||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | DONEE | SCHOOL | CHARITABLE DONATION | $350 |
| GREENWICH ARTS COUNCIL | |||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH CHAPLAINCY SERVICES | |||||||
| 70 PARSOANGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 |
| GREENWICH EMERGENCY MEDICAL SERVICE | |||||||
| 1111 E PUTNAM AVENUE | GREENWICH | CT | 06878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| GREENWICH FAMILY YMCA | |||||||
| 50 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| GREENWICH HOSPITAL ASSOCIATION | |||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | DONEE | HOSPITAL | CHARITABLE DONATION | $100 |
| GREENWICH LAND TRUST | |||||||
| 132 E PUTNAM AVE | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| GREENWICH TREE CONSERVANCY | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| HABITAT FOR HUMANITY NEW YORK CITY | |||||||
| 111JOHN STREET | NEW YORK | NY | 10038 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| HEAL AFRICA | |||||||
| PO BOX 147 | MONROE | WA | 98272 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THE HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | SCHOOL | CHARITABLE DONATION | $300 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| JOAN NICOLE PRINCE HOME | |||||||
| PO BOX 2122 | SCOTIA | NY | 12302 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| HENRY KAPLAN FELLOWSHIP RESEARCH FUND | |||||||
| 6400 DUTCHMANS PARKWAY | LOUISVILLE | KY | 40205 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| LEAGUE OF WOMEN VOTERS | |||||||
| 1740 M STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| LIBERATION PROGRAMS INCORPORATED | |||||||
| 129 GLOVER AVENUE | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| LITERACY VOLUNTEERS OF AMERICA | |||||||
| 340 WEST 85TH STREET | NEW YORK | NY | 10024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| THE LIGHTHOUSE | |||||||
| 111 E 59TH STREET | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $550 |
| LINCOLN CENTER PERFORMING ARTS | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| THE LUTHERAN CHURCH - MISSOURI SYNOD | |||||||
| 1333 SOUTH KIRKWOOD ROAD | ST LOUIS | MO | 63122 | DONEE | CHURCH | CHARITABLE DONATION | $100 |
| MASCULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| MAKE-A-WISH FOUNDATION INC OF CT | |||||||
| 126 MONROE TPKE | TRUMBULL | CT | 06611 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| MARITIME AQUARIUM | |||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $2,500 |
| FRIENDS OF RONALD MCDONALD HOUSE | |||||||
| 4707 BENGAL STREET | DALLAS | TX | 75235 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| MEALS-ON-WHEELS | |||||||
| 1200 WASHINGTON AVENUE | MINNEAPOLIS | MN | 55415 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| MEMORIAL SLOAN-KETTERING CANCER CENTE | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | DONEE | HOSPITAL | CHARITABLE DONATION | $900 |
| THE MEMORIAL CHURCH | |||||||
| ONE HARVARD YARD | CAMBRIDGE | MA | 02138 | DONEE | CHURCH | CHARITABLE DONATION | $250 |
| METEROPOLITAN OPERA ASSOCIATION | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| METROPOLITAN OPERA NEW ENGLAND REGIONAL AUDITIONS | |||||||
| 17 PARTRIDGE ROAD | LEXINGTON | MA | 02420 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| MIDDLEBURY COLLEGE | |||||||
| OLD CHAPEL MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | DONEE | COLLEGE | CHARITABLE DONATION | $1,500 |
| MIT ANNUAL FUND | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $2,000 |
| MORGAN LIBRARY AND MUSEUM | |||||||
| 25 MADISON AVENUE | NEW YORK | NY | 10016 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| MOUNTAIN VALLEY MEDICAL CLINIC | |||||||
| 38 VT ROUTE 11 | LONDONBERRY | VT | 05148 | DONEE | HOSPITAL | CHARITABLE DONATION | $250 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | DONEE | COLLEGE | CHARITABLE DONATION | $300 |
| NATHANIEL WITHERELL REHABILITATION AND NURSING CENTER | |||||||
| 70 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| NATIONAL BIBLE ASSOCIATION | |||||||
| 405 LEXINGTON AVENUE | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL JEWISH HEALTH | |||||||
| 7900 GLADES ROAD | BOCA RATON | FL | 33434 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATURE CONSERVANCY | |||||||
| AVAILABLE UPON REQUEST | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| NEW ENGLAND FORESTRY FOUNDATION | |||||||
| 32 FOSTER STREET | LITTLETON | MA | 01460 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 622 WEST 168TH STREET | NEW YORK | NY | 10032 | DONEE | PUBLIC HOSPITAL | CHARITABLE DONATION | $5,000 |
| NEW YORK PUBLIC LIBRARY | |||||||
| FIFTH AVENUE | NEW YORK | NY | 10010 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $500 |
| NEW YORK RESTORATION PROJECT | |||||||
| 1 MARGARET CORBIN DRIVE | NEW YORK | NY | 10040 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE DONATION | $250 |
| NEW YORK UNIVERSITY | |||||||
| 50 WEST 4TH STREET | NEW YORK | NY | 10012 | DONEE | UNIVERSITY | CHARITABLE DONATION | $100 |
| NORWALK COMMUNITY COLLEGE FOUNDATION | |||||||
| 188 RICHARDS AVENUE | NORWALK | CT | 06854 | DONEE | COLLEGE | CHARITABLE DONATION | $8,000 |
| ONE ACRE FUND | |||||||
| 1742 TATUM STREET | FALCON HEIGHTS | MN | 55113 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| ORPHANS OF RWANDA | |||||||
| PO BOX 5366 | SANTA ROSA | CA | 95402 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,250 |
| OUTWARD BOUND ALUMNI | |||||||
| 910 JACKSON STREET | GOLDEN | CO | 80401 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSENCRANS AVENUE | MANHATTAN BEACH | CA | 90266 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 18TH STREET | WASHINGTON | DC | 20006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| THE PARTNERSHIP FOR THE HOMELESS | |||||||
| 305 SEVENTH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| PLANNED PARENTHOOD LEAGUE OF CONNECTICUT | |||||||
| 1039 E MAIN STREET | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| POLICE ATHLETIC LEAGUE | |||||||
| 658 WEST INDIANTOWN ROAD | JUPITER | FL | 33458 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | DONEE | SCHOOL | CHARITABLE DONATION | $300 |
| THE PREPARATORY FOUNDATION | |||||||
| 1286 HYDE PARK AVE | HYDE PARK | MA | 02136 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| PREVENT BLINDNESS AMERICA | |||||||
| 211 WEST WACKER DRIVE | CHICAGO | IL | 60606 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| PRINCETON THEOLOGICAL SEMINARY | |||||||
| 64 MERCER STREET | PRINCETON | NJ | 08542 | DONEE | SCHOOL | CHARITABLE DONATION | $10,000 |
| PROLITERACY WORLDWIDE | |||||||
| 1320 JAMESVILLE AVE | SYRACUSE | NY | 13210 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | DONEE | COLLEGE | CHARITABLE DONATION | $1,000 |
| PARSONAGE COTTAGE HOME | |||||||
| 88 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| RADIATION ONCOLOGY INSTITUTE | |||||||
| 10335 N MILTARY TRL C | WEST PALM BEACH | FL | 33410 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| READ | |||||||
| 4050 SOUTH 2700 EAST | SALT LAKE CITY | UT | 84117 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| RECORDING FOR THE BLIND & DYSLEXIC | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| RIVERDALE COUNTRY SCHOOL | |||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | DONEE | SCHOOL | CHARITABLE DONATION | $1,000 |
| RIVERDALE NEIGHBORHOOD HOUSE | |||||||
| 5521 MOSHOLU AVENUE | BRONX | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| ROSIE'S PLACE | |||||||
| 1102 SOUTHWEST INVAHOE STREET | PORT ST LUCIE | FL | 34983 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| RIVERDALE SENIOR SERVICES INC | |||||||
| 2600 NETHERLAND AVENUE | BRONX | NY | 10463 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| ROUND HILL VOLUNTEER FIRE COMPANY | |||||||
| PO BOX 8 4 MAIN STREET | ROUND HILL | VA | 20142 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| RUSSIAN ARTS FOUNDATION | |||||||
| PO BOX 248 | MONTPELIER | VT | 05602 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SAVE-THE REDWOODS LEAGUE | |||||||
| 114 SANSOME STREET | SAN FRANCISCON | CA | 94104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| SEATTLE PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 FOURTH AVENUE | SEATTLE | VA | 98104 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $750 |
| SELF-HELP COMMUNITY SERVICES | |||||||
| 520 EIGTH AVENUE | NEW YORK | NY | 10018 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| SHELTER FOR THE HOMELESS INC | |||||||
| PO BOX 1252 | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SHERRILL HOUSE INCORPORATED | |||||||
| 135 SOUTH HUNTINGTON AVENUE | JAMAICA PLAIN | MA | 02130 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,500 |
| SMITH COLLEGE | |||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | DONEE | COLLEGE | CHARITABLE DONATION | $150 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SPRINGWELL INC | |||||||
| 125 WALNUT STREET | WATERTOWN | MA | 02472 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| STEPS TO SUCCESS | |||||||
| 19 KENNARD ROAD | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| SUPPORT THE MET BROADCASTS CAMPAIGN | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| THE GREENWICH ALLIANCE FOR EDUCATION | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,250 |
| THE GALA FOR GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | DONEE | HOSPITAL | CHARITABLE DONATION | $250 |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| TRANSPORTATION ALTERNATIVES | |||||||
| 127 WEST 26TH STREET | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| TRANSPORTATION ASSOCIATION OF GREENWICH | |||||||
| 13 RIVERSIDE AVENUE | RIVERSIDE | CT | 06878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| TRINITY EPISCOPAL CHURCH | |||||||
| 501 S CINCINNATI | TULSA | OK | 74103 | DONEE | CHURCH | CHARITABLE DONATION | $5,000 |
| UNITARIAN CHURCH OF ALL SOULS | |||||||
| 1157 LEXINGTON AVENUE | NEW YORK | NY | 10075 | DONEE | CHURCH | CHARITABLE DONATION | $1,500 |
| UNITED PARISH AUBURNDALE | |||||||
| 64 HANCOCK STREET | NEWTON | MA | 02466 | DONEE | CHURCH | CHARITABLE DONATION | $11,000 |
| UNITED WAY OF GREENWICH | |||||||
| 1 LAFAYETTE COURT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $32,000 |
| UNITED WAY OF MASS BAY | |||||||
| 51 SLEEPER ST | BOSTON | MA | 02210 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| NEW YORK | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| VOLUNTEERS OF AMERICA | |||||||
| 4700 N STATE ROAD 7 | LAUDERDALE | FL | 33319 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| WGBH RADIO & TV | |||||||
| ONE GUEST | BOSTON | MA | 02135 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M STREET | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| THIRTEENIWNET NEW YORK | |||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,750 |
| WOMENS OPPORTUNITY FUND | |||||||
| 2122 YORK ROAD | OAK BROOK | IL | 60523 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,800 |
| EPISCOPEL RELIEF & DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| HOSPICE TREE | |||||||
| PUTNAM | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,150 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| HIGHER ACHIEVEMENT PROGRAM INC | |||||||
| 10701 K STREET NW | WASHINGTON | DC | 20006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $25,000 |
| SUCCESS CHARTER NETWORK | |||||||
| 310 LENOX AVENUE | NEW YORK | NY | 10027 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $25,000 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $20,000 |
| OTHER | |||||||
| 4 GREENWICH OFFICE PARK | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 368160 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,938 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $95,107 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $379,927 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $477,012 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 477012 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | RICHARD W BENKA | 4 GREENWICH OFFICE PARK | GREENWICH | CT | 06831 | 10000 | X |
| 2 | CARLA M W BENKA | 4 GREENWICH OFFICE PARK | GREENWICH | CT | 06831 | 20000 | X |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS-US EQUITIES | AT COST | 331930 | 384238 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | 1377581 | 1589388 |
| MUTUAL FUNDS-BONDS | AT COST | 1394388 | 1405925 |
| AMA MULTISTRATEGY OFFSHORE FD | AT COST | 0 | 302298 |
| ABBEY CAPITAL ACL ALTENATIVE FUND | AT COST | 168058 | 187628 |
| SPDR GOLD TRUST SHS | AT COST | 199943 | 319611 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMA MULTISTRATEGY OFFSHORE FD | Description |
| EOY Book Value | -27701 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INVESTMENT IN ACL ALTERNATIVE FUND | $19,625 |
| PARTIAL REDEMPTION OF INVESTMENT IN AMA MULTISTRATEGY OFFSHORE FD | $212,843 |
| PRIOR YEAR ADJUSTMENT | $5,054 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES & MEMBERSHIPS | 495 | 0 | 495 |
| STATE ANNUAL FEES | 408 | 0 | 408 |
| VIA ACL ALTENATIVE FUND LIMITED | 8500 | 8500 | 0 |
| INVESTMENT EXPENSE | 125 | 125 | 0 |
| OTHER DEDUCTIONS - VIA ACL ALTERNATIVE FUND LIMITED K-1 | 96 | 96 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME - SUNTRUST | Description |
| Revenue And Expenses Per Books | 40 | RevenueAndExpensesPerBooks |
| Net Investment Income | 40 | NetInvestmentIncome |
| Adjusted Net Income | 40 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME | Description |
| Amount | $685 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | Category |
| Amount | $56,662 | Amount |
| Net Investment Income | 56662 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $6,600 | 0 | 0 |
| FOREIGN TAXES | $2,162 | 0 | 0 |
Comments