OHNELL FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OHNELL FAMILY FOUNDATION (EIN 22-3219022)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202301249349100830
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T15:48:45-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132913243 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECKLER & O'KEEFE CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 KATONAH AVE SUITE 14A | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223219022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OHNELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHNE | BusinessNameControlTxt |
| Phone | 9142329221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 KHAKUM WOOD ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNST OHNELL | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 2128321110 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERNST | PersonFirstNm |
| Person Last | OHNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH R SAULNIER CPA | PreparerPersonNm |
| PTIN | P00520054 | PTIN |
| Phone | 9142329221 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,506,626 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $919,532 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $185,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $134,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,403 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,214,846 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $295,314 | 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 | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $287 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,638,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,638,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,675,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,638,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$460,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $288,441 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,930 | CashBOYAmt |
| Cash EOY | $284,817 | CashEOYAmt |
| Cash EOYFMV | $284,817 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,407,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,974,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,974,978 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,032,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,065,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,246,831 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,699,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,324,958 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,506,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,699,914 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,324,958 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,699,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,324,958 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,699,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,324,958 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,699,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$460,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,239,274 | SubtotalAmt |
| Other Decreases | $914,316 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,324,958 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 3,000 SHS IRIDIUM COMMUNICATIONS INC | PropertyDesc |
| Acquired | 2011-04-11 | AcquiredDt |
| Sold | 2022-09-02 | SoldDt |
| Gross Sales Price | $134,213 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,810 | CostOrOtherBasisAmt |
| Gain Or Loss | $109,403 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $109,403 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,403 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,009 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,009 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,009 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $26 | EsPenaltyAmt |
| Overpayment | $10,965 | OverpaymentAmt |
| Applied To ES Tax | $10,965 | 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 | CT | 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 | ERNST OHNELL | IndividualWithBooksNm |
| Phone | 2128321110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 KHAKUM WOOD ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ERNST OHNELL | ||||||||
| 75 KHAKUM WOOD ROAD | GREENWICH | CT | 06831 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| PATRICIA OHNELL | ||||||||
| C/O 75 KHAKUM WOOD ROAD | GREENWICH | CT | 06831 | SECRETARY | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,534,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,295,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,829,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,829,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $477,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,351,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,567,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,567,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,009 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,009 | TotalTaxAmt |
| Distributable Before Adj | $1,563,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,563,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,563,577 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,638,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,638,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,563,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $65,533 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,541 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $235,732 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $346,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,638,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,563,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,923 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $421,729 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $421,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $65,533 | ExcessFromYear3Amt |
| Excess From Year2 | $45,541 | ExcessFromYear2Amt |
| Excess From Year1 | $235,732 | ExcessFromYear1Amt |
| Excess From Current Year | $74,923 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERNST OHNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| ACHIEVEMENT FIRST | |||||||
| 403 JAMES STREET | NEW HAVEN | CT | 06513 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| AMERICAN INSTITUTE FOR ECONOMIC RESEARCH | |||||||
| 250 DIVISION STREET | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| AMERICAN TRANSPARENCY | |||||||
| 200 S FRONTAGE RD | BURR RIDGE | IL | 60527 | NONE | 501(C)(3) | SOCIAL | $20,000 |
| BLAIR ACADEMY | |||||||
| 2 PARK STREET | BLAIRSTOWN | NJ | 07825 | NONE | 501(C)(3) | EDUCATION | $60,000 |
| BOCA RATON MUSEUM OF ART | |||||||
| 501 PLAZA REAL | BOCA RATON | FL | 33432 | NONE | 501(C)(3) | ARTS | $60,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | 501(C)(3) | MEDICAL | $10,000 |
| BOYS AND GIRLS CLUB OF NEWBURGH | |||||||
| 285 LIBERTY ST | NEWBURGH | NY | 12550 | NONE | 501(C)(3) | EDUCATION | $60,000 |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | |||||||
| 3780 VT-100A | PLYMOUTH | VT | 05056 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| CANCER RESEARCH AND TREATMENT | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | 501(C)(3) | MEDICAL | $7,500 |
| CARAMOOR CENTER | |||||||
| 149 GIRDLE RIDGE ROAD | KATONAH | NY | 10536 | NONE | 501(C)(3) | ARTS | $30,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | EDUCATION | $150,000 |
| FOUNDATION FOR ECONOMIC EDUCATION | |||||||
| 30 SOUTH BROADWAY | IRVINGTON | NY | 10533 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | |||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| GREENWICH HOSPITAL FOUNDATION | |||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | NONE | 501(C)(3) | HEALTH | $10,000 |
| GREENWICH TOWN PARTY | |||||||
| PO BOX 59 | OLD GREENWICH | CT | 06870 | NONE | 501(C)(3) | COMMUNITY | $12,000 |
| GREENWICH TREE CONSERVATORY | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | NONE | 501(C)(3) | EDUCATION | $1,000 |
| HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | 501(C)(3) | EDUCATION | $75,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | EDUCATION | $20,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | 501(C)(3) | MEDICAL | $17,000 |
| KIDS IN CRISIS | |||||||
| 1 SALEM ST | COS COB | CT | 06807 | NONE | 501(C)(3) | SOCIAL | $10,000 |
| MANHATTAN INSTITUTE FOR POLICY | |||||||
| 255 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | 501(C)(3) | EDUCATION | $225,000 |
| MEALS ON WHEELS GREENWICH | |||||||
| 89 MAPLE AVE | GREENWICH | CT | 06830 | NONE | 501(C)(3) | CARE | $1,000 |
| MOUNT WASHINGTON OBSERVATORY | |||||||
| 2779 WHITE MOUNTAIN HWY | NORTH CONWAY | NH | 03860 | NONE | 501(C)(3) | EDUCATION | $17,000 |
| NODCC | |||||||
| 18032-C LEMON DR | YORBA LINDA | CA | 92886 | NONE | 501(C)(3) | MEDICAL | $5,000 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | NONE | 501(C)(3) | COMMUNITY | $1,000 |
| NEW JERSEY ORATORS | |||||||
| 812 HAMILTON ST | SOMERSET | NJ | 08873 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| PACIFIC HOUSE | |||||||
| 597 PACIFIC ST 5814 | STAMFORD | CT | 06902 | NONE | 501(C)(3) | COMMUNITY | $135,000 |
| PATHWAYS | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | NONE | 501(C)(3) | COMMUNITY | $105,000 |
| PEREZ ART MUSEUM | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | 501(C)(3) | ART | $5,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1730 M ST | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | COMMUNITY | $5,000 |
| RIVER HOUSE ADULT DAY CARE CENTER | |||||||
| PO BOX 661 GRAYLING | GRAYLING | MI | 49738 | NONE | 501(C)(3) | SOCIAL | $120,000 |
| STAYIN ALIVE CHARITY | |||||||
| 15 WINDMILL PLACE | ARMONK | NY | 10504 | NONE | 501(C)(3) | COMMUNITY | $1,000 |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM RD | NEW WINDSOR | NY | 12553 | NONE | 501(C)(3) | ARTS | $50,000 |
| THE SALVATION ARMY | |||||||
| 198 SELLECK ST | STAMFORD | CT | 06902 | NONE | 501(C)(3) | COMMUNITY | $25,000 |
| THE SEWING MACHINE PROJECT | |||||||
| PO BOX 6245 | MONONA | WI | 53716 | NONE | 501(C)(3) | EDUCATION | $6,000 |
| THE SMALL THINGS | |||||||
| 80 COSEY BEACH AVE APT 4 | EAST HAVEN | CT | 06512 | NONE | 501(C)(3) | EDUCATION | $220,000 |
| UATX | |||||||
| 912 S CAPITAL OF TEXAS HIGHWAY | AUSTON | TX | 78746 | NONE | 501(C)(3) | EDUCATION | $50,000 |
| URBAN DOVE | |||||||
| 21-21 41ST AVENUE SUITE 2-D | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)(3) | EDUCATION | $20,000 |
| VTMS EDUCATION | |||||||
| 137 MONTAGUE STREET SUITE 137 | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | EDUCATION | $25,000 |
| WEST POINT HIGHLAND FALLS ROTARY CLUB | |||||||
| PO BOX 15006 | SACRAMENTO | CA | 95851 | NONE | 501(C)(3) | COMMUNITY | $5,000 |
| YANKEE INSTITUTE FOR POLICY | |||||||
| 133 ALLEN PLACE | HARTFORD | CT | 06126 | NONE | 501(C)(3) | SOCIAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,638,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,911 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,403 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $295,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $295,314 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ERNST OHNELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KHAKUM WOOD ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $919,532 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,000 SHS COPART INC. | $242,370 | 2022-04-20 |
| 1 | 1,000 SHS COPART INC. | $112,977 | 2022-11-03 |
| 1 | 5,000 SHS COPART INC. | $321,125 | 2022-11-22 |
| 1 | 2,000 SHS COPART INC. | $121,610 | 2022-12-21 |
| 1 | 2,000 SHS COPART INC. | $121,450 | 2022-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HELEN OF TROY CORP | $87,059 | $332,730 |
| ACI WORLDWIDE INC. | $138,796 | $276,000 |
| AEGON N V | $27,200 | $46,827 |
| ALIGN TECHNOLOGY INC. | $18,567 | $569,430 |
| AMERICAS CAR MART INC. | $407,783 | $760,247 |
| BALCHEM CORM | $56,885 | $1,147,834 |
| BRISTOL MYERS SQUIBB CO | $30,261 | $71,950 |
| CVS HEALTH CORPORATION | $498,986 | $745,520 |
| COPART INC. | $69,556 | $12,056,220 |
| CORNING INC. | $105,269 | $159,700 |
| CREDIT ACCEPTANCE CORP | $75,359 | $2,893,840 |
| DORMAN PRODUCTS INC | $2,828 | $161,740 |
| EASTERN CO COM | $14,765 | $229,914 |
| ELEVATE CREDIT INC | $169,617 | $65,627 |
| HEALTHCARE SERVICES GROUP INC | $114,544 | $60,000 |
| HUDSON TECHNOLOGIES INC | $203,057 | $331,936 |
| INGREDION INC | $257,725 | $293,790 |
| INTERFACE INC. | $39,595 | $49,350 |
| IRIDIUM COMMUNICATIONS INC. | $120,857 | $873,800 |
| LKQ CORP | $88,939 | $2,296,630 |
| L3HARRIS TECHNOLOGIES INC | $82,785 | $217,579 |
| LUNA INNOVATIONS INC. | $93,210 | $85,659 |
| MERIT MEDICAL SYSTEMS INC | $33,073 | $229,515 |
| MYERS INDUSTRIES INC | $137,820 | $426,705 |
| NEWELL BRANDS INC. | $116,015 | $34,989 |
| NORTHERN TECHNOLOGIES INTL CORP | $58,041 | $39,930 |
| QUEST DIAGNOSTICS INC | $76,975 | $156,440 |
| SEI INVESTMENTS CO | $1,745 | $104,940 |
| SCANSOURCE INC | $42,339 | $292,200 |
| SYSCO CORP | $140,765 | $382,250 |
| TRANSCAT INC. | $243,958 | $1,415,983 |
| UNILEVER NV EURO | $115,000 | $215,699 |
| VAPOTHERM | $272,005 | $24,257 |
| VERIZON COMMUNICATIONS INC | $51,994 | $39,400 |
| WABASH NATIONAL CORP | $71,790 | $158,200 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN COST AND FAIR VALUE OF DONATED SECURITIES | Desc |
| Amt | $914,316 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSES | $86 | $86 | $0 |
| OTHER ADMINISTRATIVE EXPENSES | $30 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $287 | $287 | $0 |
| FEDERAL TAXES | $30,083 | $0 | $0 |