THE SILPE FOUNDATION INC: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE SILPE FOUNDATION INC (EIN 22-2578686)
- Tax period
- 2009-11-01 to 2010-10-31
- Filed
- 2011-03-04
- IRS object ID
- 201120639349100502
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-04T15:11:48-06:00 | Timestamp |
| Tax Period End Date | 2010-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SE THIRD AVENUE 10TH FLOOR | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222578686 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SILPE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O GIMCO USA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SILP | NameControl |
| Phone | 5615864600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 WEST LANTANA ROAD | AddressLine1 |
| City | LANTANA | City |
| State | FL | State |
| ZIP Code | 334621509 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD SILPE | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-02-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shaun Blogg | Name |
| Phone | 3059959600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 1220947 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 18256 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18256 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 38960 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 282132 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 38960 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 26 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 57242 | TotalRevenueAndExpenses |
| Total Net Investment Income | 57216 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 4208 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 308 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 14608 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 14558 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 19124 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14558 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 189430 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 189430 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 208554 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14558 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 189430 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -151312 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42658 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 0 | CashBOY |
| Cash EOY | 0 | CashEOY |
| Cash EOYFMV | 0 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 72547 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4016 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4016 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 981116 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 988678 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1216931 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1053663 | TotalAssetsBOY |
| Total Assets EOY | 992694 | TotalAssetsEOY |
| Total Assets EOYFMV | 1220947 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 200 | AccountsPayableBOY |
| Accounts Payable EOY | 90543 | AccountsPayableEOY |
| Total Liabilities BOY | 200 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 90543 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1053463 | RetainedEarningsBOY |
| Retained Earnings EOY | 902151 | RetainedEarningsEOY |
| Total Net Assets BOY | 1053463 | TotalNetAssetsBOY |
| Total Net Assets EOY | 902151 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1053663 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 992694 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1053463 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -151312 | ExcessOfRevenueOverExpenses |
| Subtotal | 902151 | Subtotal |
| Total Net Assets Fund Balances EOY | 902151 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 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 |
|---|---|---|---|---|---|---|---|
| PIONEER NATURAL RESOURCES-200 SHS | P | 2009-09-21 | 2010-01-05 | 10202 | 6919 | 3283 | 3283 |
| ABBOTT LABORATORIE-500 SHS | P | 2009-06-11 | 2010-03-12 | 26913 | 22387 | 4526 | 4526 |
| ABBOTT LABORATORIE-400 SHS | P | 2009-06-11 | 2010-04-07 | 21033 | 17910 | 3123 | 3123 |
| NAVIOS MARITIME PARTNERS-3,000 SHS | P | 2009-11-19 | 2010-06-14 | 46950 | 43319 | 3631 | 3631 |
| PIONEER NATURAL RESOURCES-500 SHS | P | 2009-09-21 | 2010-08-25 | 28594 | 17297 | 11297 | 11297 |
| ENCANA CORP-600 SHS | P | 2010-08-25 | 2010-09-01 | 16954 | 15800 | 1154 | 1154 |
| ENCANA CORP-500 SHS | P | 2010-08-25 | 2010-09-02 | 14069 | 13167 | 902 | 902 |
| PFIZER INC-200 SHS | P | 2010-03-12 | 2010-10-12 | 3493 | 3415 | 78 | 78 |
| LOEWS CORP-100 SHS | P | 2007-03-09 | 2010-06-01 | 3216 | 4394 | -1178 | -1178 |
| ANADARKO PETROLEUM-700 SHS | P | 2003-07-24 | 2010-06-09 | 26035 | 15723 | 10312 | 10312 |
| LOEWS CORP-1,500 SHS | P | 2007-03-09 | 2010-06-15 | 50145 | 65904 | -15759 | -15759 |
| ANADARKO PETROLEUM-300 SHS | P | 2003-07-24 | 2010-06-30 | 10859 | 6739 | 4120 | 4120 |
| ANADARKO PETROLEUM-300 SHS | P | 2003-07-24 | 2010-09-24 | 17066 | 6739 | 10327 | 10327 |
| PIONEER NATURAL RESOURCES-100 SHS | P | 2009-09-21 | 2010-04-23 | 6603 | 3459 | 3144 | 3144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 38960 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 93130 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1123285 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.082909 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 127505 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1551958 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.082158 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 167250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1670249 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.100135 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 192411 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1439257 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.133688 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 102170 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1344173 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.07601 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.4749 | TotalDistributionRatio |
| Average Distribution Ratio | 0.09498 | AverageDistributionRatio |
| Net Noncharitable Assets | 1198083 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 113794 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 427 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 114221 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 189430 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 427 | InvestmentIncomeExciseTax |
| Subtotal | 427 | Subtotal |
| Tax Based On Investment Income | 427 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 119 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 119 | TotalCreditsAndPayments |
| Tax Due | 308 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIMCO USA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5615864600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 WEST LANTANA ROAD | AddressLine1 |
| City | LANTANA | City |
| State | FL | State |
| ZIP Code | 334621509 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DONALD SILPE | ||||||||
| 828 WEST LANTANA ROAD | LANTANA | FL | 334621509 | PRES, TREAS, DIR | 1.0 | 0 | 0 | 0 |
| LINDA SILPE | ||||||||
| 828 WEST LANTANA ROAD | LANTANA | FL | 334621509 | VP, SEC, DIR | 1.0 | 0 | 0 | 0 |
| JENNIFER SILPE | ||||||||
| 828 WEST LANTANA ROAD | LANTANA | FL | 334621509 | DIR | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1201702 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14626 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1216328 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1216328 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18245 | CashDeemedCharitable |
| Net Noncharitable Assets | 1198083 | NetNoncharitableAssets |
| Minimum Investment Return | 59904 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 59904 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 427 | TaxBasedOnInvestmentIncome |
| Total Tax | 427 | TotalTax |
| Distributable Amount Before Adj | 59477 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 59477 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 59477 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 189430 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 189430 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 427 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 189003 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 59477 | DistributableAmountAsAdjusted |
| Prior Year1 | 2007 | PriorYear1 |
| Prior Year2 | 2006 | PriorYear2 |
| Prior Year3 | 2005 | PriorYear3 |
| Excess Distri Carryover Year5 | 37635 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 126186 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 88514 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 64412 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 37047 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 353794 | TotalExcessDistriCarryover |
| Qualifying Distributions | 189430 | QualifyingDistributions |
| Applied To Current Year | 59477 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 129953 | RemainingDistriFromCorpus |
| Total Corpus | 483747 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 37635 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 446112 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 126186 | ExcessFromYear4 |
| Excess From Year3 | 88514 | ExcessFromYear3 |
| Excess From Year2 | 64412 | ExcessFromYear2 |
| Excess From Year1 | 37047 | ExcessFromYear1 |
| Excess From Current Year | 129953 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD SILPE | ContributingManager |
| Contributing Manager | LINDA SILPE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ARMONY ART CENTER | ||||||||
| 1700 PARKER AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $9,590 | |
| CORNELL UNIVERSITY | ||||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $2,500 | |
| HARTFORD STAGE COMPANY | ||||||||
| 50 CHURCH STREET | HARTFORD | CT | 06013 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $27,250 | |
| THE JEWISH COMMUNITY FOUNDATION | ||||||||
| 333 BLOOMFIELD AVENUE | WEST HATFORD | CT | 06117 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $200 | |
| JEWISH FEDERATION | ||||||||
| 333 BLOOMFIELD AVE SUITE C | WEST HARTFORD | CT | 06117 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $2,500 | |
| LONG ISLAND UNIVERSITY | ||||||||
| 700 NORTHERN BLVD | BROOKVILLE | NY | 11548 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $200 | |
| MOUNTS BOTANICAL GARDEN | ||||||||
| 559 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33415 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $1,100 | |
| NATIONAL KIDNEY FOUNDATION OF CONNECTICUT | ||||||||
| 2139 SILAS DEANE HIGHWAY | ROCKY HILL | CT | 06067 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $500 | |
| NEW BRITAIN MUSEUM OF AMERICAN ART | ||||||||
| 56 LEXINGTON STREET | NEW BRITAIN | CT | 06052 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $200 | |
| NEW ISRAEL FUND | ||||||||
| 1101 14TH STREET NW 6TH FLOOR | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $5,100 | |
| NORTON MUSEUM OF ART | ||||||||
| 1451 SOUTH OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $3,000 | |
| NUESTRA AHORA | ||||||||
| 192 PARK STREET | EASTHAMPTON | MA | 010272162 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $250 | |
| PALM BEACH DRAMWORKS | ||||||||
| 322 BANYAN BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $70,650 | |
| PALM BEACH ZOO | ||||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 33405 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $1,000 | |
| SAVE THE BAY INC | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $50 | |
| TOWN OF MANALAPAN LIBRARY FUND | ||||||||
| 600 SOUTH OCEAN BLVD | MANALAPAN | FL | 334623398 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $5,175 | |
| UNIVERSITY OF HARTFORD | ||||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $250 | |
| WADSWORTH ATHENEUM | ||||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $170 | |
| HEALTHNETWORK FOUNDATION | ||||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $1,000 | |
| REAL ART WAYS | ||||||||
| 56 ARBOR STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $250 | |
| ARIZONA PBS | ||||||||
| 923 E 1ST STREET | CASA GRANDE | AZ | 85122 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $2,500 | |
| DAN | ||||||||
| THE PETER B BENNETT CENTER | DURHAM | NC | 277059814 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $100 | 6 WEST COLONY PL |
| HARTFORD STAGE ENDOWMENT FUND | ||||||||
| 50 CHURCH STREET | HARTFORD | CT | 061031298 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $35,000 | |
| THE ENSEMBLE STUDIO THEATRE | ||||||||
| 549 WEST 52ND STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $125 | |
| DAUBACH FOUNDATION | ||||||||
| PO BOX 1682 | SANFORD | FL | 327721682 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $100 | |
| GRASSY WATERS PRESERVE | ||||||||
| 8264 NORTHLAKE BLVD | WEST PALM BEACH | FL | 334123300 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $100 | |
| KATHERINE HEPBURN THEATRE | ||||||||
| 300 MAIN STREET | OLD SAYBROOK | CT | 06475 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $1,000 | |
| OUTRIGHT VERMONT | ||||||||
| PO BOX 5235 | BURLINGTON | VT | 05402 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $250 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 767 S STATE ROAD 7 | PLANTATION | FL | 33317 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $100 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 8177 GLADES RD SUITE 208 | BOCA RATON | FL | 33434 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $500 | |
| MOMA | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $120 | |
| FRIENDS OF LANTANA NATURE PRESERVE | ||||||||
| ATTN SUE ELLEN BERYL | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $100 | 322 BANYAN BOULEVARD |
| SCHOOL OF ARTS FOUNDATION INC | ||||||||
| PO BOX 552 | WEST PALM BEACH | FL | 334020552 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $6,000 | |
| KRAVIS CENTER | ||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE | $12,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 189430 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,256 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $38,960 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRS REFUND | Description |
| Exclusion | $26 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,242 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 57242 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $4,208 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | NEUBERGER & BERMAN | NameOfStock |
| EOY Book Value | 988678 | EOYBookValue |
| EOYFMV | 1216931 | EOYFMV |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT FEES | 14558 | 14558 |
| SECRETARY OF STATE FEE | 50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRS REFUND | Description |
| Revenue And Expenses Per Books | 26 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $308 | Amount |
Comments