SILVERLEAF FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SILVERLEAF FOUNDATION INC (EIN 13-4097906)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202403139349101575
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T14:48:48-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455396068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJSM ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 331 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134097906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERLEAF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SILV | BusinessNameControlTxt |
| Phone | 9173921666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1177 | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAYREE CLARK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9173921666 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GANDOLFO | PreparerPersonNm |
| PTIN | P00114598 | PTIN |
| Phone | 6314231208 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,158,187 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,727 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,727 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,870 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,986 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,986 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $440,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $440,108 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,566 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $511 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $511 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,549 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,670 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $404,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $613,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $721,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $721,681 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,938,075 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,876,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,305,358 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $28,120 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $954,679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $975,796 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,131,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,534,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,573,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,158,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,012,999 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,012,999 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$478,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$439,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,534,559 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,573,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,534,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,573,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,534,559 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,282 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,573,841 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,573,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DELTA AIR LINES | 2021-03-05 | 2023-04-19 | $28,000 | $28,000 | $0 | $0 |
| SPDR S&P 500 ETF TRUST | 2003-04-08 | 2023-08-03 | $314,214 | $61,711 | $252,503 | $252,503 |
| US TREASURY BILL | 2023-04-08 | 2023-08-18 | $29,521 | $29,485 | $36 | $36 |
| FROM K-1 - ACCOLADE PARTNERS GROWTH I LP | 2023-12-31 | $3,209 | $3,209 | $3,209 | ||
| FROM K-1 - AEA MEZZANINE FUND IV LP | 2023-12-31 | $7,120 | -$7,120 | -$7,120 | ||
| FROM K-1 - LEGACY VENTURE IV LLC | 2023-12-31 | $1,961 | $1,961 | $1,961 | ||
| FROM K-1 - LEGACY VENTURE VII LLC | 2023-12-31 | $61,941 | $61,941 | $61,941 | ||
| MORGAN STANLEY REAL ESTATE INVESTORS V INTERNATIONAL LP | 2023-12-31 | $3,660 | -$3,660 | -$3,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,870 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,545 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,545 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,917 | OverpaymentAmt |
| Applied To ES Tax | $7,917 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MAYREE CLARK | IndividualWithBooksNm |
| Phone | 9173921666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1177 | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MAYREE CLARK | ||||||||
| PO BOX 1177 | NEW CANAAN | CT | 06840 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| JEFFREY WILLIAMS | ||||||||
| PO BOX 1177 | NEW CANAAN | CT | 06840 | VP, SECRETARY | 5.00 | $0 | $0 | $0 |
| KIT DEVEREAUX | ||||||||
| 83 GERRISH LANE | NEW CANAAN | CT | 06840 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAURA SAVERIN | ||||||||
| 24 OENOKE RIDGE | NEW CANAAN | CT | 06840 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,401,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,105,213 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,794,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,794,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,692,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,628 | TotalTaxAmt |
| Distributable Before Adj | $328,987 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $328,987 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $328,987 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $352,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $328,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,822 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $352,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,822 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $228,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $100,609 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MAYREE CLARK | ContributingManagerNm |
| Contributing Manager | JEFFREY WILLIAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE ABANA FOUNDATION | ||||||
| 150 W 28TH ST | NEW YORK | NY | 10001 | PC | GENERAL | $25,000 |
| ACHIEVEMENT FIRST | ||||||
| 370 JAMES STREET | NEW HAVEN | CT | 06513 | PC | GENERAL | $15,000 |
| ALL OUR KIN | ||||||
| 414A CHAPEL STREET | NEW HAVEN | CT | 06511 | PC | GENERAL | $12,500 |
| BARD COLLEGE | ||||||
| 30 CAMPUS RD | ANNANDALE | NY | 12504 | PC | GENERAL | $20,000 |
| BUILDING ONE COMMUNITY | ||||||
| 75 SELLECK ST | STAMFORD | CT | 06902 | PC | GENERAL | $15,000 |
| COMMUNITY MINDFULNESS PROJECT | ||||||
| PO BOX 1713 | NEW CANAAN | CT | 06840 | PC | GENERAL | $10,000 |
| CENTER FOR EDUCATIONAL INNOVATION | ||||||
| 369 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | GENERAL | $5,000 |
| COUNCIL FOR ECONOMIC EDUCATION | ||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | GENERAL | $5,000 |
| DOMESTIC VILOENCE CRISIS CENTER | ||||||
| 1111 SUMMER ST | STAMFORD | CT | 06905 | PC | GENERAL | $20,000 |
| GANTRY FOUNDATION | ||||||
| 1044 46TH RD | LONG ISLAND CITY | NY | 11101 | PC | GENERAL | $10,000 |
| HORIZON'S BRIDGEPORT | ||||||
| 1057 BROAD ST | BRIDGEPORT | CT | 06604 | PC | GENERAL | $50,000 |
| KID SPIRIT | ||||||
| 77 STATE STREET | BROOKLYN | NY | 11201 | PC | GENERAL | $10,000 |
| KIDS IN CRISIS | ||||||
| 1 SALEM ST | COS COB | CT | 06807 | PC | GENERAL | $12,500 |
| NEW CANAAN COMMUNITY FOUNDATION | ||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | PC | GENERAL | $60,000 |
| OPEN DOOR SHELTER | ||||||
| 4 MERRITT ST | NORWALK | CT | 06854 | PC | GENERAL | $15,000 |
| READ ALLIANCE | ||||||
| 160 BROADWAY | NEW YORK | NY | 10038 | PC | GENERAL | $10,000 |
| ROMULOUS T WEATHERMAN FOUNDATION | ||||||
| 19 RAILROAD PLACE | SARATOGA SPRINGS | NY | 12866 | PC | GENERAL | $25,000 |
| THE LORD'S PLACE | ||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | PC | GENERAL | $2,000 |
| TOWN PLAYERS OF NEW CANAAN | ||||||
| 679 SOTH AVE | NEW CANAAN | CT | 06840 | PC | GNERAL | $5,200 |
| TRICYCLE FOUNDATION | ||||||
| 89 5TH AVENUE | NEW YORK | NY | 10003 | PC | GENERAL | $10,000 |
| WIKIMEDIA FOUNDATION | ||||||
| 1 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | PC | GENERAL | $10,000 |
| WOMEN'S EMPOWERMENT FUND | ||||||
| PO BOX 6283 | DENVER | CO | 80206 | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,727 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,525 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $28,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $308,870 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $440,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,108 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION & BOOKKEEPING | CategoryTxt |
| Amt | $12,566 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SPDR S&P 500 ETF TRUST | StockNm |
| EOY Book Value | $1,876,364 | EOYBookValueAmt |
| EOYFMV | $4,305,358 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEA MEZZANINE FUND IV LP | AT COST | $135,500 | $138,757 |
| LEGACY VENTURE IV, LLC | AT COST | $60,433 | $122,779 |
| LEGACY VENTURE VII, LLC | AT COST | $418,928 | $1,240,594 |
| ACCOLADE PARTNERS GROWTH I LP | AT COST | $350,743 | $619,200 |
| ACCOLADE EMPOWERMENT FUND II LP | AT COST | $10,192 | $9,818 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE | $159 | $0 | $0 |
| FILING FEES | $420 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE | $3,294 | $3,294 | $0 |
| PORTFOLIO DEDUCTIONS | $29,020 | $29,020 | $0 |
| LOSSES FROM K-1S | $2,356 | $2,356 | $0 |
| NON-DEDUCTIBLE EXPENSES | $300 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - LEGACY VENTURE IV LLC | $1,517 | $1,517 | $1,517 |
| FROM K-1 - LEGACY VENTURE VII, LLC | $26,229 | $26,229 | $26,229 |
| FROM K-1 - AEA MEZZANINE FUND IV LP | $698 | $698 | $698 |
| STATE TAX REFUND | $542 | $542 | $542 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $511 | Amt |
| Net Investment Income | $511 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |