ROBERT AND VIRGINIA SHILLER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND VIRGINIA SHILLER FOUNDATION (EIN 46-0538779)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202301329349100225
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T08:01:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 LONG WHARF DRIVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | 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 | 460538779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND VIRGINIA SHILLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIL | BusinessNameControlTxt |
| Phone | 2037872182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6146 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065170146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA SHILLER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2037872182 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIRGINIA | PersonFirstNm |
| Person Last | SHILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY PEABODY CPA | PreparerPersonNm |
| PTIN | P01491411 | PTIN |
| Phone | 2037819600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $10,934,004 | 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 | $3,507,836 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,190 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,190 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,245 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,682,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,858 | 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 | $10,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,317 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $498,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $498,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $517,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $504,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,165,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,191 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,273,670 | CashBOYAmt |
| Cash EOY | $5,278,911 | CashEOYAmt |
| Cash EOYFMV | $5,278,911 | CashEOYFMVAmt |
| Acct Rcvbl | $25,700 | AcctRcvblAmt |
| Acct Rcvbl EOY | $25,700 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $25,700 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,095,225 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,127,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,224,319 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,217,154 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,319,057 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,405,074 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,586,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,751,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,934,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,586,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,751,641 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,586,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,751,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,586,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,751,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,586,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,165,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,751,641 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,751,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INTER-TERM BOND INDEX ADM - CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| Sold | 2022-04-01 | SoldDt |
| Gross Sales Price | $1,245 | GrossSalesPriceAmt |
| Gain Or Loss | $1,245 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,245 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,245 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,310 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,310 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,840 | 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 | $2,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $530 | OverpaymentAmt |
| Applied To ES Tax | $530 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | ROBERT AND VIRGINIA SHILLER | IndividualWithBooksNm |
| Phone | 2037872182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6146 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065170146 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT SHILLER | ||||||||
| PO BOX 6146 | HAMDEN | CT | 06517 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| VIRGINIA SHILLER | ||||||||
| PO BOX 6146 | HAMDEN | CT | 06517 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DEREK SHILLER | ||||||||
| PO BOX 6146 | HAMDEN | CT | 06517 | TRUSTEE | 0.50 | $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 | $5,849,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,144,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,071 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,995,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,995,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,860,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $443,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $443,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,310 | TotalTaxAmt |
| Distributable Before Adj | $440,702 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $440,702 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $440,702 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $504,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $504,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $440,702 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,556 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $30,292 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $504,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $440,702 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,448 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $147,796 | 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 | $10,556 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,240 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,500 | ExcessFromYear4Amt |
| Excess From Year1 | $30,292 | ExcessFromYear1Amt |
| Excess From Current Year | $63,448 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT SHILLER | ContributingManagerNm |
| Contributing Manager | VIRGINIA SHILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | 200 | KENNESAW | GA | 30144 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $400 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $400 | |
| CAMP SUNSHINE | ||||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $3,000 | |
| CHILDREN'S CANCER THERAPY DEVELOPMENT INSTITUTE | ||||||||
| 12655 SW BEAVERDAM ROAD | WEST BEAVERTOWN | OR | 97005 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| CHILDREN'S DEFENSE FUND | ||||||||
| 840 FIRST STREET NE SUITE 300 | WASHINGTON | DC | 20002 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $3,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $500 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| CT FOOD BANK | ||||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $200 | |
| CT PUBLIC BROADCASTING | ||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $10,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| DREAM DAY ON CAPE COD | ||||||||
| 165 NAN-KE-RAFE PATH | BREWSTER | MA | 02631 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $3,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $100 | |
| FINCA | ||||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $4,000 | |
| FISTULA FOUNDATION | ||||||||
| 1700 THE ALAMEDA SUITE 300 | SAN JOSE | CA | 95126 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| GIVE KIDS THE WORLD VILLAGE | ||||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $3,000 | |
| HAMDEN HALL COUNTRY DAY SCHOOL | ||||||||
| 1108 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $2,500 | |
| HOLE IN THE WALL GANG | ||||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $3,000 | |
| HUMANE LEAGUE | ||||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| KIDS KICKING CANCER INC | ||||||||
| 27600 NORTHWESTERN HWY 220 | SOUTHFIELD | MI | 48034 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| LEARNING ALLY | ||||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $500 | |
| LOVELANE | ||||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $500 | |
| MACULAR DEGENERATION RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $300 | |
| MADD | ||||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $200 | |
| MAKE A WISH AMERICA | ||||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $3,000 | |
| MERCY CORPS | ||||||||
| PO BOX 37800 | BOONE | IA | 500374800 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $25,000 | |
| NEW HAVEN FREE PUBLIC LIBRARY | ||||||||
| 133 ELM STREET | NEW HAVEN | CT | 06510 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $300 | |
| NEW HAVEN READS | ||||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $100 | |
| SPECIAL OLYMPICS | ||||||||
| 2600 VIRGINIA AVE NW 11TH FLOOR | WASHINGTON | DC | 20037 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $200 | |
| THE NATURE CONSERVANCY IN CONNECTICUT | ||||||||
| 55 CHURCH STREET THIRD FLOOR | NEW HAVEN | CT | 06510 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| THE PHI BETA KAPPA SOCIETY | ||||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 200092512 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $100 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $4,000 | |
| UNITARIAN UNIVERSALIST SERVICE COMMITTEE | ||||||||
| 689 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $2,000 | |
| UNITED WAY OF GREATER NEW HAVEN | ||||||||
| 370 JAMES ST 403 | NEW HAVEN | CT | 06513 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $30,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $500 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $3,000 | |
| YALE NEW HAVEN HEALTH | ||||||||
| 789 HOWARD AVENUE | NEW HAVEN | CT | 06519 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $105,000 | |
| PSYCHOTHERAPY ACTION NETWORK | ||||||||
| 645 N MICHIGAN AVE SUITE 803 | CHICAGO | IL | 60611 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $35,000 | |
| WORLD VISION CHILD SPONSORSHIP | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $200,000 | |
| WSHU RADIO STATION | ||||||||
| 5151 PARK AVENUE | FAIRFILED | CT | 06825 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| CONSUMER REPORTS | ||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 10703 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $500 | |
| EDGERTON PARK CONSERVANCY | ||||||||
| PO BOX 6163 | HAMDEN | CT | 06517 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $500 | |
| REGENERATION SOCIAL GOOD FUND | ||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | NONE | 501(C)3 | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $498,800 | 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 | $11,190 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,423 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,245 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,858 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,858 | 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 | ROBERT AND VIRGINIA SHILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WATERTOWN STREET UNIT 460 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,507,836 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,700 | Amt |
| Net Investment Income | $5,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD INTER-TERM BOND INDEX ADM | BondNm |
| EOY Book Value | $5,319,057 | EOYBookValueAmt |
| EOYFMV | $4,405,074 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD INTERNATIONAL VALUE FUND | StockNm |
| EOY Book Value | $1,127,973 | EOYBookValueAmt |
| EOYFMV | $1,224,319 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST OFFICE BOX RENTAL | Desc |
| Revenue And Expenses Per Books | $232 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT AND VIRGINIA SHILLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6146 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $4,053 | $0 | $0 |
| FOREIGN TAX | $3,317 | $3,317 | $0 |