FOSTER FAM FOUNDATION TR: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOSTER FAM FOUNDATION TR (EIN 35-6801625)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201133159349100518
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T12:09:41-06:00 | 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 | KORDISH & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 TECHNOLOGY DRIVE SUITE A 305 | AddressLine1 |
| City | TRUMBULL | City |
| State | CT | State |
| ZIP Code | 066116340 | 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 | 356801625 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOSTER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOST | NameControl |
| Phone | 2032271006 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SAUGATUCK AVENUE | AddressLine1 |
| City | WESTPORT | City |
| State | CT | State |
| ZIP Code | 068806433 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES M FOSTER | Name |
| Title | TRUSTEE | Title |
| Phone | 2032271006 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID J KORDISH CPA | Name |
| Phone | 2032681060 | Phone |
| Date Prepared | 2011-11-10 | DatePrepared |
| 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 | 174576 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 86208 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 971 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 971 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 466 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5966 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 466 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 87645 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1437 | 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 |
| Legal Fees Rev And Expnss | 4070 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2035 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2035 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 23 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 23 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 920 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 920 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5013 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2978 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2035 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7013 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2978 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4035 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 80632 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 92677 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 47995 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 47995 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 125314 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 126581 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 92677 | TotalAssetsBOY |
| Total Assets EOY | 173309 | TotalAssetsEOY |
| Total Assets EOYFMV | 174576 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 92677 | UnrestrictedBOY |
| Unrestricted EOY | 173309 | UnrestrictedEOY |
| Total Net Assets BOY | 92677 | TotalNetAssetsBOY |
| Total Net Assets EOY | 173309 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 92677 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 173309 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 92677 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 80632 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 173309 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 173309 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 34.663 SHS LOOMIS SAYLES INV GRADE BOND FD CL Y TR II | 2010-09-07 | 2010-12-06 | 432 | 428 | 4 | 4 | |
| 34.413 SHS LOOMIS SAYLES INV GRADE BOND FD CL Y TR II | 2010-10-04 | 2010-12-06 | 416 | 420 | -4 | -4 | |
| 26.634 SHS CRM INST. MID-CAP FUND | 2010-09-07 | 2010-12-06 | 740 | 641 | 99 | 99 | |
| 24.481 SHS CRM INST. MID-CAP FUND | 2010-10-04 | 2010-12-06 | 680 | 625 | 55 | 55 | |
| 157.548 SHS VANGUARD TOTAL BOND INDEX FUND SIGNAL SHARES | 2010-09-07 | 2010-12-06 | 1695 | 1711 | -16 | -16 | |
| 153.670 SHS VANGUARD TOTAL BOND INDEX FUND SIGNAL SHARES | 2010-10-04 | 2010-12-06 | 1653 | 1675 | -22 | -22 | |
| SPDR GOLD TRUST | 3 | 3 | 3 | ||||
| CAPITAL GAINS DIVIDENDS | 347 | 347 | 347 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 466 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23654 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 45643 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.518239 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 232 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.518239 | TotalDistributionRatio |
| Average Distribution Ratio | 0.259120 | AverageDistributionRatio |
| Net Noncharitable Assets | 91735 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 23770 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23770 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4035 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 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 Person Name | TIEDEMANN TRUST COMPANY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3028304182 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 N MARKET STREET SUITE 1406 | AddressLine1 |
| City | WILMINGTON | City |
| State | DE | State |
| ZIP Code | 19801 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES M FOSTER | ||||||||
| 285 SAUGATUCK AVENUE | WESTPORT | CT | 068806433 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| ELENA M FOSTER | ||||||||
| 285 SAUGATUCK AVENUE | WESTPORT | CT | 068806433 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| CHARLES M FOSTER V | ||||||||
| 285 SAUGATUCK AVENUE | WESTPORT | CT | 068806433 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| MICHELLE M FOSTER | ||||||||
| 285 SAUGATUCK AVENUE | WESTPORT | CT | 068806433 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| CATHERINE E FOSTER | ||||||||
| 285 SAUGATUCK AVENUE | WESTPORT | CT | 068806433 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 15976 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 77156 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 93132 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 93132 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1397 | CashDeemedCharitable |
| Net Noncharitable Assets | 91735 | NetNoncharitableAssets |
| Minimum Investment Return | 4587 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4587 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 4587 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4587 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4587 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4035 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4035 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4035 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4587 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 21372 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 21372 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4035 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4035 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 552 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 552 | ExcessDistriCyovAppliedCY |
| Total Corpus | 20820 | 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 | 20820 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 20820 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 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 |
|---|---|---|---|---|---|---|---|---|
| DUKE UNIVERSITY | ||||||||
| 1 TOWERVIEW DRIVE | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS SUPPORT | $1,000 | |
| THE PENN FUND | ||||||||
| 601 FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS SUPPORT | $1,000 | STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $971 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $466 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,437 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1437 | 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 | CHARLES M & ELENA M FOSTER 2008 CHARITABLE LEAD ANNUITY TR | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SAUGUATUCK AVENUE | AddressLine1 |
| City | WESTPORT | City |
| State | CT | State |
| ZIP Code | 068806433 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 86208 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TIEDEMANN TRUST COMPANY | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 125314 | BookValue |
| EOYFMV | 126581 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ELLIOT HOROWITZ & COMPANY, LLP | Category |
| Amount | $4,070 | Amount |
| Net Investment Income | 2035 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2035 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TIEDEMANN TRUST COMPANY | 917 | 917 | 0 |
| SPDR GOLD TRUST UIT EXPENSE | 3 | 3 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TIEDEMAN TRUST COMPANY - FOREIGN TAXES WITHHELD | Category |
| Amount | $23 | Amount |
| Net Investment Income | 23 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments