522 FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- 522 FOUNDATION INC (EIN 81-0843269)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349101242
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T08:40:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIRONEFRIEDBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RESEARCH DRIVE 450 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | 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 | 810843269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 522 FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 522F | BusinessNameControlTxt |
| Phone | 2036616000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 FOX HILL LANE | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD VAN DEN BROEK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2036616000 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | VAN DEN BROEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | SANDRA D CALLANAN CPA | PreparerPersonNm |
| PTIN | P01200948 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
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 | $21,574,508 | 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 |
| Dividends Rev And Expnss | $114,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,765 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,916,996 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,072,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,916,996 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $195 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $195 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,031,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,031,956 | 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 | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,107 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $516,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $515,835 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $574,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $523,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $984,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $933,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,047,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,025,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $145,824 | CashBOYAmt |
| Cash EOY | $167,306 | CashEOYAmt |
| Cash EOYFMV | $167,306 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $633,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,552,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,552,993 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,259,551 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,628,741 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,127,255 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,946,119 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,683,505 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $726,954 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,985,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,032,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,574,508 | 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 | $14,985,370 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,032,545 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,985,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,032,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,985,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,032,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,985,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,047,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,032,545 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,032,545 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INTERACTIVE BROKERAGE #U2348862 | P | $271,119 | $228,385 | $42,734 | $42,734 |
| INTERACTIVE BROKERAGE #U2348862 | P | $3,801,519 | $1,927,257 | $1,874,262 | $1,874,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,916,996 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,976 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,976 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $810 | EsPenaltyAmt |
| Overpayment | $11 | OverpaymentAmt |
| Applied To ES Tax | $11 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD VAN DEN BROEK | IndividualWithBooksNm |
| Phone | 2036616000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 FOX HILL LANE | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD VAN DEN BROEK | ||||||||
| 11 FOX HILL LANE | DARIEN | CT | 06820 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| MERRILL VAN DEN BROEK | ||||||||
| 11 FOX HILL LANE | DARIEN | CT | 06820 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| MICHAEL P MURRAY | ||||||||
| 65 LOCUST AVENUE | NEW CANAAN | CT | 06840 | DIRECTOR | 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 | COLLABORATION WITH THE WATERSIDE SCHOOL IN STAMFORD CONNECTICUT TO DEVELOP A LEARN TO SKATE PROGRAM AND AN INTRODUCTION TO THE SPORT OF HOCKEY FOR YOUTH THAT WOULD OTHERWISE NOT BE EXPOSED TO THE PROGRAM. | Description1Txt |
| Expenses1 | $2,490 | Expenses1Amt |
| Description2 | WORKING DIRECTLY WITH STAFF AND COACHES FROM HARLEM LACROSSE TO INSTITUTE A LACROSSE PROGRAM AND ASSIST STUDENTS WHO RELY ON SCHOLARSHIPS TO ATTEND THE SCHOOL, LEARN THE SPORT, AND WANT TO ATTEND COLLEGE. | Description2Txt |
| Expenses2 | $394,003 | Expenses2Amt |
| Description3 | WORKING DIRECTLY WITH LOCAL LACROSSE CAMPS AND PROGRAMS TOPROVIDE COACHING AND INSTRUCTION IN LACROSSE TO GIFTED YOUNG ATHLETES. | Description3Txt |
| Expenses3 | $119,077 | Expenses3Amt |
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 | $19,457,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,820,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,277,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,277,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $319,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,958,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,047,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,047,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,155 | TotalTaxAmt |
| Distributable Before Adj | $1,019,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,019,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,019,760 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $933,335 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $933,335 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,019,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $956,905 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $933,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $933,335 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $23,570 | Taxable2Amt |
| Undistributed Income CY | $1,019,760 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-09-19 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD VAN DEN BROEK | ContributingManagerNm |
| Contributing Manager | MERRILL VAN DEN BROEK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHOICE IN DARIEN INC | |||||||
| PO BOX 3204 | DARIEN | CT | 06820 | N/A | PC | GENERAL SUPPORT | $5,000 |
| AT HOME IN DARIEN | |||||||
| 2 RENSHAW ROAD | DARIEN | CT | 06820 | N/A | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVE | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $3,500 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL SUPPORT | $12,600 |
| DARIEN COMMUNITY ASSOCIATION INC | |||||||
| 274 MIDDLESEX ROAD | DARIEN | CT | 06820 | N/A | PC | P. VAN DEN BROEK SCHOLARSHIP | $10,000 |
| DARIEN EMS POST 53 | |||||||
| 0 LEDGE ROAD | DARIEN | CT | 06820 | N/A | PC | GENERAL SUPPORT | $10,000 |
| DARIEN LIBRARY | |||||||
| 1441 POST ROAD | DARIEN | CT | 06820 | N/A | PC | GENERAL SUPPORT | $1,000 |
| DOMUS KIDS INC | |||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | N/A | PC | GENERAL SUPPORT | $7,500 |
| FOOD BANK OF LOWER FAIRFIELD COUNTY | |||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 06906 | N/A | PC | LACROSSE PROGRAM | $15,000 |
| CONNECTICUT FOODSHAE INC | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | N/A | PC | GENERAL SUPPORT | $5,000 |
| INTER-TRIBAL COUNCIL OF AT&T | |||||||
| 752 N MAIN STREET | MANSFIELD | TX | 76063 | N/A | PC | GENERAL SUPPORT | $20,000 |
| LAND TRUST OF DARIEN INC | |||||||
| P O BOX 1074 | DARIEN | CT | 06820 | N/A | PC | GENERAL SUPPORT | $14,250 |
| MALT HOUSE OF GOOD COUNCIL | |||||||
| 139 WEST ROCKS ROAD | NORWALK | CT | 06851 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MIDDLEBURY COLLEGE | |||||||
| 9 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | N/A | PC | GENERAL SUPPORT | $16,250 |
| PERSON TO PERSON | |||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | N/A | PC | GENERAL SUPPORT | $16,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSTES AVENUE | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL SUPPORT | $200 |
| SIGNAL TECHNOLOGY FOUNDATION | |||||||
| 650 CASTRO STREET | MOUNTAIN VIEW | CA | 94041 | N/A | PC | GENERAL SUPPORT | $500 |
| ST THOMAS MORE PARISH | |||||||
| 374 MIDDLESEX ROAD | DARIEN | CT | 06820 | N/A | PC | GENERAL SUPPORT | $5,700 |
| THE COMMUNITY FUND OF DARIEN | |||||||
| 30 KINGS HIGHWAY SOUTH | DARIEN | CT | 06820 | N/A | PC | GENERAL SUPPORT | $1,000 |
| THE DARIEN FOUNDATION | |||||||
| 5 BROOK STREET | DARIEN | CT | 06820 | N/A | PC | GENERAL SUPPORT | $12,000 |
| THE ROWAN CENTER INC | |||||||
| 1111 SUMMER STREET NO 202 | STAMFORD | CT | 06901 | N/A | PC | GENERAL SUPPORT | $1,500 |
| THE STAMFORD HOSPITAL | |||||||
| ONE HOSPITAL PLAZA PO BOX 9317 | STAMFORD | CT | 06904 | N/A | PC | GENERAL SUPPORT | $15,000 |
| TRUSTEES OF DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LANE | DEERFIELD | MA | 01342 | N/A | PC | GENERAL SUPPORT | $16,000 |
| UATX | |||||||
| 522 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | GENERAL SUPPORT | $19,000 |
| WATERSIDE SCHOOL | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | N/A | PC | HOCKEY PROGRAM | $185,000 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPEMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PC | GENERAL SUPPORT | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,000 | 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 | $114,765 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,916,996 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,031,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,031,956 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHARES, ABBVIE INC. COMMON | $669,442 | $1,616,100 |
| 16,000 SHARES, ARGENX SE-ADR | $1,746,662 | $6,061,280 |
| 1,000 SHARES, BIOGEN INC | $212,920 | $276,920 |
| 149,090 SHARES IMPEL PHARMACEUTICALS | $1,727,021 | $559,088 |
| 26,000 SHARES, INCYTE CORP | $2,022,318 | $2,088,320 |
| 22,000 SHARES, INTEL CORP. | $641,331 | $581,460 |
| 9,693 SHARES, MORPHOSYS AG ADR | $91,178 | $34,701 |
| 141,006 SHARES. METACRINE INC. | $52,552 | $63,157 |
| 5,000 SHARES, NOVO NORDISK A.S. FORMERLY NOVO INDUSTRIE A.S. ADR | $220,608 | $676,700 |
| 25,000 SHARES PROTHENA CORPORATION PLC | $384,338 | $1,506,250 |
| 4,000 SHARES,REGENERON PHARMACEUTICALS INC., COMMON | $2,006,879 | $2,886,060 |
| 2,000 SHARES, SEAGEN INC. | $68,920 | $257,020 |
| 49,804 SHARES, SCIENCE 37 HOLDINGS INC | $99,726 | $20,679 |
| 4,000 SHARES TESLA INC | $487,004 | $492,720 |
| 70,000 SHARES, XENCOR, INC., COMMON | $2,029,076 | $1,822,800 |
| 10,000 SHARES, XOMA CORP. | $168,766 | $184,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 49,289 SHARES EVOTEC SE | AT COST | $997,245 | $398,748 |
| 7,000 SHARES, MORPHOSYS AG SHARES | AT COST | $456,934 | $98,880 |
| REFLEXION PHARMACEUTICALS INC | AT COST | $229,326 | $229,326 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $165 | $0 | $165 |
| OTHER INVESTMENT FEES | $179 | $179 | $0 |
| OFFICE EXPENSE | $100 | $0 | $100 |
| HOCKEY PROGRAM IN CONNECTION WITH THE WATERSIDE SCHOOL | $2,490 | $0 | $2,490 |
| HARLEM LACROSSE PROGRAM | $394,003 | $0 | $394,003 |
| LOCAL YOUTH LACROSSE | $119,077 | $0 | $119,077 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE GAIN | Desc |
| Revenue And Expenses Per Books | $195 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $195 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $195 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES AND COMMISSIONS | CategoryTxt |
| Amt | $4,107 | Amt |
| Net Investment Income | $4,107 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| RICHARD VAN DEN BROEK | |||
| 11 FOX HILL LANE | DARIEN | CT | 06820 |
| MERRILL VAN DEN BROEK | |||
| 11 FOX HILL LANE | DARIEN | CT | 06820 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON SECURITY TRANSACTIONS | $2,160 | $2,160 | $0 |
| PRIOR YEAR EXCISE TAXES PAID IN CURRENT YEAR | $45,000 | $0 | $0 |