THE MEIER AND LINNARTZ FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MEIER AND LINNARTZ FAMILY FOUNDATION (EIN 80-0901232)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202333119349101003
- 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
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T10:08:48-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS RD STE 125 | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077016765 | 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 | 800901232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Meier and Linnartz Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o John Linnartz | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN LINNARTZ | InCareOfNm |
| Business Name Control | MEIE | BusinessNameControlTxt |
| Phone | 2038585252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 286 Jelliff Mill Road | AddressLine1Txt |
| City | New Canaan | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LINNARTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2034425228 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | LINNARTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TED NAPPI CPA | PreparerPersonNm |
| PTIN | P01029666 | PTIN |
| Phone | 7328423113 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $22,957,794 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $331,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $331,531 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,218,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,546,693 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,218,330 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $117,536 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $117,536 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,667,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,667,397 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $193,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $63,938 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $129,812 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $114,915 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $37,922 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $76,993 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,461 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,177 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,284 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,343 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,333 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $23,010 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,879 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $57,047 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $82,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76,804 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,431 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $546,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $252,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234,530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,197,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,197,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,744,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $252,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,432,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,415,344 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,696,883 | CashBOYAmt |
| Cash EOY | $2,173,012 | CashEOYAmt |
| Cash EOYFMV | $2,173,012 | CashEOYFMVAmt |
| Corporate Stock BOY | $19,465,237 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,713,543 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,713,543 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,030,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,071,239 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,071,239 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,012,191 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,672 | OtherAssetsEOYAmt |
| Total Assets BOY | $30,204,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,969,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,957,794 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $30,204,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,969,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,204,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,969,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,204,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,969,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,204,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,350 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,127,416 | SubtotalAmt |
| Other Decreases | $7,157,950 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,969,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| US TRUST | $1,007,606 | $328,363 | $679,243 | $679,243 | |
| CAPITAL GAIN DIVIDENDS | $632,933 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,218,330 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,673 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,673 | SubtotalAmt |
| Tax Based On Investment Income | $19,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,693 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $53,693 | TotalPaymentsAndCreditsAmt |
| Overpayment | $34,020 | OverpaymentAmt |
| Applied To ES Tax | $34,020 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN LINNARTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2034425228 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 286 JELLIFF MILL ROAD | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN LINNARTZ | ||||||||
| 286 Jelliff Mill Road | New Canaan | CT | 06840 | PRESIDENT | 0 | $70,000 | $0 | $0 |
| CHARLES MEIER | ||||||||
| 286 Jelliff Mill Road | New Canaan | CT | 06840 | SECRETARY/DIRECTOR | 0 | $70,000 | $0 | $0 |
| VICTORIA LINNARTZ | ||||||||
| 286 Jelliff Mill Road | New Canaan | CT | 06840 | TREASURER/DIRECTOR | 0 | $1,250 | $0 | $0 |
| ANNE MEIER | ||||||||
| 286 Jelliff Mill Road | New Canaan | CT | 06840 | DIRECTOR | 0 | $0 | $0 | $0 |
| WALTER MEIER | ||||||||
| 286 Jelliff Mill Road | New Canaan | CT | 06840 | DIRECTOR | 0 | $52,500 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,213,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,097,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,286,854 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,597,906 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,597,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $368,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,228,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,211,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,211,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,673 | TotalTaxAmt |
| Distributable Before Adj | $1,191,774 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,191,774 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,191,774 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,432,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,432,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,191,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,162 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,432,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,162 | AppliedToYear1Amt |
| Applied To Current Year | $1,191,774 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $168,364 | RemainingDistriFromCorpusAmt |
| Total Corpus | $168,364 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $168,364 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $168,364 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MYSTIC SEAPORT | |||||||||||||
| 75 Greenmanville Avenue | Mystic | CT | 06355 | n/a | NC | To support ongoing educational programs at Mystic Seaport | $10,000 | ||||||
| TURNEFFE ATOLL TRUST | |||||||||||||
| PO Box 10670 | Bozeman | MT | 59719 | N/A | NC | GENERAL SUPPORT | $75,000 | ||||||
| THE TRUSTEES OF COLUMBIA UNIVERSITY | |||||||||||||
| 622 West 113th Street | New York | NY | 10025 | N/A | PC | Alzheimer's disease research | $20,000 | ||||||
| MILLBROOK SCHOOL | |||||||||||||
| 131 Millbrook School Rd | Millbrook | NY | 12545 | n/a | NC | GENERAL SUPPORT | $21,000 | ||||||
| DENISON UNIVERSITY | |||||||||||||
| PO Box 716 | GRANVILLE | OH | 43023 | n/a | NC | GENERAL SUPPORT | $65,000 | ||||||
| COLD SPRING HARBOR LABORATORY | |||||||||||||
| 1 Bungtown Rd | Cold Spring Harbor | NY | 11724 | n/a | NC | GENERAL SUPPORT | $50,500 | ||||||
| TROUT UNLIMITED | |||||||||||||
| 1777 N KENT STREET SUITE 100 | ARLINGTON | VA | 22209 | N/A | NC | GENERAL SUPPORT | $1,000 | ||||||
| DEE NORTON LOWCOUNTRY CHILDREN'S CENTER | |||||||||||||
| 1061 KING ST | CHARLESTON | SC | 29403 | N/A | NC | GENERAL SUPPORT | $35,000 | ||||||
| UNIVERSITY OF RHODE ISLAND FOUNDATION | |||||||||||||
| 79 UPPER COLLEGE RD | KINGSTON | RI | 02881 | N/A | NC | GENERAL SUPPORT | $40,000 | ||||||
| AMERICAN RIVERS | |||||||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| BEAUFORT MEMORIAL HOSPITAL FOUNDATION | |||||||||||||
| 990 RIBAUT ROAD SUITE 300 | BEAUFORT | SC | 29902 | N/A | NC | GENERAL SUPPORT | $30,000 | ||||||
| BIRTHDAY BUDDIES | |||||||||||||
| 101 LIBERTY STREET | NEW YORK | NY | 10006 | N/A | NC | GENERAL SUPPORT | $20,500 | ||||||
| BREAST CANCER ALLIANCE | |||||||||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | GENERAL SUPPORT | $2,500 | ||||||
| CHARLESTON ANIMAL SOCIETY | |||||||||||||
| 2455 REMOUNT ROAD | NORTH CHARLESTON | SC | 29406 | N/A | PC | GENERAL SUPPORT | $15,000 | ||||||
| FILLING IN THE BLANKS | |||||||||||||
| 346 MAIN AVE 3A | NORWALK | CT | 06851 | N/A | PC | GENERAL SUPPORT | $20,000 | ||||||
| NEW CANAAN LIBRARY | |||||||||||||
| 151 MAIN STREET | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $2,500 | ||||||
| NEW YORK YACHT CLUB FOUNDATION | |||||||||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||||
| SAIL TO PREVAIL | |||||||||||||
| 60 FORT ADAMS STATE PARK | NEWPORT | RI | 02840 | N/A | PF | GENERAL SUPPORT | $10,000 | ||||||
| SCHOOL OF THE HOLY CHILD | |||||||||||||
| 2225 WESTCHESTER AVE | RYE | NY | 10580 | N/A | NC | GENERAL SUPPORT | $41,000 | ||||||
| SPRING ISLAND TRUST | |||||||||||||
| 40 MOBLEY OAKS LANE | OKATIE | SC | 29909 | N/A | PF | GENERAL SUPPORT | $80,000 | ||||||
| STAMFORD HOSPITAL FOUNDATION | |||||||||||||
| 1351 WASHINGTON BLVD STE 202 | STAMFORD | CT | 06902 | N/A | PF | GENERAL SUPPORT | $5,000 | ||||||
| THE CONGREGATIONAL CHURCH OF NEW CANAAN | |||||||||||||
| 23 PARK STREET | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $5,000 | ||||||
| THE NATURE CONSERVANCY | |||||||||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | N/A | PC | GENERAL SUPPORT | $50,000 | SUITE 100 | |||||
| OLDFIELDS SCHOOL | |||||||||||||
| 1500 GLENCOE ROAD | SPARKS GLENCOE | MD | 21152 | N/A | NC | GENERAL SUPPORT | $10,000 | ||||||
| WINDWARD SCHOOL | |||||||||||||
| 212 E 93RD STREET | NEW YORK | NY | 10128 | N/A | NC | GENERAL SUPPORT | $5,000 | ||||||
| NEW CANAAN FOOD PANTRY | |||||||||||||
| 77 MAIN STREET | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| ONE BECKHAM FOUNDATION | |||||||||||||
| 1560 MATHIS FERRY ROAD | MT PLEASANT | SC | 29464 | N/A | PF | GENERAL SUPPORT | $30,000 | ||||||
| MOULTRIE MIDDLE SCHOOL | |||||||||||||
| 645 COLEMAN BLVD | MT PLEASANT | SC | 29464 | N/A | NC | GENERAL SUPPORT | $25,000 | ||||||
| OPEN SPACE INSTITUTE | |||||||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $30,000 | ||||||
| BONEFISH AND TARPON TRUST | |||||||||||||
| 2937 SW 27TH AVENUE SUITE 203 | MIAMI | FL | 33133 | N/A | NC | GENERAL SUPPORT | $1,000 | ||||||
| A BETTER CHANCE INC OF NEW CANAAN | |||||||||||||
| 64 LOCUST AVE | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $40,000 | ||||||
| GLENADA CASINO FOUNDATION | |||||||||||||
| 101 SHORE ROAD | COLD SPRING HARBOR | NY | 117241103 | N/A | PF | GENERAL SUPPORT | $10,000 | ||||||
| STORM TRYSAIL | |||||||||||||
| 1 WOODBINE AVE | LARCHMONT | NY | 10538 | N/A | NC | GENERAL SUPPORT | $250 | ||||||
| FOLDS OF HONOR SCHOLARSHIPS | |||||||||||||
| 5800 PATRIOT DRIVE | OWASSO | OK | 74055 | N/A | NC | GENERAL SUPPORT | $15,000 | ||||||
| THE IBU FOUNDATION | |||||||||||||
| 183 B KING STREET | CHARLESTON | SC | 29401 | N/A | NC | GENERAL SUPPORT | $15,000 | ||||||
| NATIONAL SAILING HALL OF FAME | |||||||||||||
| 365 THAMES STREET | NEWPORT | RI | 02840 | N/A | NC | GENERAL SUPPORT | $5,000 | ||||||
| PROJECT MAIN STREET | |||||||||||||
| 244 FIFTH AVENUE SUITE 2417 | NEW YORK | NY | 10001 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| COMPASS HARBOR HOUSING SOLUTIONS | |||||||||||||
| PO BOX 12967 | CHARLESTON | SC | 29422 | N/A | NC | GENERAL SUPPORT | $5,000 | ||||||
| OPERATION HOME | |||||||||||||
| 3973 RIVERS AVENUE SUITE 104 | NORTH CHARLESTON | SC | 29405 | N/A | NC | GENERAL SUPPORT | $5,500 | ||||||
| OWL RESEARCH INSTITUTE | |||||||||||||
| PO BOX 39 | CHARLO | MT | 59824 | N/A | NC | GENERAL SUPPORT | $3,000 | ||||||
| THE CAUMSETT FOUNDATION INC | |||||||||||||
| 25 LLOYD HARBOR ROAD | HUNTINGTON | NY | 11743 | N/A | NC | GENERAL SUPPORT | $15,000 | ||||||
| INTERNATIONAL GAME FISH ASSOCIATION | |||||||||||||
| 300 GULF STREAM WAY | DANIA | FL | 33004 | N/A | NC | GENERAL SUPPORT | $1,000 | ||||||
| HOOVER INSTITUTE | |||||||||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | N/A | NC | GENERAL SUPPORT | $6,000 | ||||||
| LOWCOUNTRY FOOD BANK | |||||||||||||
| 2864 AZALEA DRIVE | NORTH CHARLESTON | SC | 29405 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| LOWCOUNTRY LAND TRUST | |||||||||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| HISTORIC CHARLESTON FOUNDATION | |||||||||||||
| 40 E BAY STREET | CHARLESTON | SC | 29401 | N/A | NC | GENERAL SUPPORT | $10,000 | ||||||
| ROPER ST FRANCIS FOUNDATION | |||||||||||||
| 125 DOUGHTY STREET STE 790 | CHARLESTON | SC | 29403 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| MUSC FOUNDATION | |||||||||||||
| 18 BEE STREET | CHARLESTON | SC | 29425 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| GIBBES MUSEUM OF ART | |||||||||||||
| 135 MEETING ST | CHARLESTON | SC | 29401 | N/A | NC | GENERAL SUPPORT | $10,000 | ||||||
| SOUTH CAROLINA AQUARIUM | |||||||||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| COLLEGE OF CHARLESTON | |||||||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| AMERICA'S VETDOGS | |||||||||||||
| 371 E JERICHO TPKE | SMITHTOWN | NY | 11787 | N/A | NC | GENERAL SUPPORT | $16,000 | ||||||
| BUCKNELL UNIVERSITY | |||||||||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | N/A | NC | GENERAL SUPPORT | $52,000 | ||||||
| BEAUFORT COUNTRY OPEN LAND TRUST | |||||||||||||
| PO BOX 75 | BEAUFORT | SC | 29901 | N/A | NC | GENERAL SUPPORT | $10,000 | ||||||
| NEW CANAAN LAND TRUST | |||||||||||||
| 58 PINE STREET | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $2,500 | ||||||
| ST JOHNS LUTHERAN CHURCH | |||||||||||||
| 5 CLIFFORD STREET | CHARLESTON | SC | 29401 | N/A | NC | GENERAL SUPPORT | $10,000 | ||||||
| SCALA FOUNDATION | |||||||||||||
| 259 NASSAU STREET 296 | PRINCETON | NJ | 08542 | N/A | NC | GENERAL SUPPORT | $500 | ||||||
| AMERICARES | |||||||||||||
| 88 HAMILTON STREET | SANFORD | CT | 06902 | N/A | NC | GENERAL SUPPORT | $15,000 | ||||||
| WORLD FOOD PROGRAM USA | |||||||||||||
| 1750 H ST NW STE 500 | WASHINGTON | DC | 20006 | N/A | NC | GENERAL SUPPORT | $5,000 | ||||||
| AMERICAN MUSEUM OF FLY FISHING | |||||||||||||
| 4070 MAIN STREET | MANCHESTER | VT | 05254 | N/A | NC | GENERAL SUPPORT | $500 | ||||||
| INTERNATIONAL RESCUE COMMITTEE | |||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | N/A | NC | GENERAL SUPPORT | $5,000 | ||||||
| SOS LOWCOUNTRY | |||||||||||||
| PO BOX 1778 | MT PLEASANT | SC | 29465 | N/A | NC | GENERAL SUPPORT | $20,000 | ||||||
| EUNOIA RESCUE | |||||||||||||
| 2065 MARSH FLOWER LANE | CHARLESTON | SC | 29401 | N/A | NC | GENERAL SUPPORT | $15,000 | ||||||
| MOULTRIE PATRIOT BAND BOOSTERS | |||||||||||||
| 645 COLEMAN ROAD | MT PLEASANT | SC | 29464 | N/A | NC | GENERAL SUPPORT | $5,000 | ||||||
| CSH FIRE DEPARTMENT | |||||||||||||
| 2 MAIN STREET | COLD HARBOR | NY | 11724 | N/A | NC | GENERAL SUPPORT | $5,000 | ||||||
| COUNCIL ON FOREIGN RELATIONS | |||||||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | NC | GENERAL SUPPORT | $1,000 | ||||||
| NEW CANAAN POLICE ASSOCIATION | |||||||||||||
| 174 SOUTH AVE | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $1,000 | ||||||
| ROGER SCRUTON LEGACY FOUNDATION | |||||||||||||
| 1133 CAMELBACK STREET | NEWPORT BEACH | CA | 92658 | N/A | NC | GENERAL SUPPORT | $1,000 | PO BOX 11449 | |||||
| CHARITIES AID FOUNDATION | |||||||||||||
| N/A | NC | GENERAL SUPPORT | $5,000 | 25 KINGS HILL AVENUE | KINGS HILL | WEST MALLING, KEN | UK | ME19 4TA | |||||
| NEW CANAAN FIRE FIGHTERS BENEVOLENT ASSOCIATION | |||||||||||||
| 60 MAIN STREET | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $500 | ||||||
| CS MOTT CHILDREN'S HOSPITAL | |||||||||||||
| 1540 E HOSPITAL DRIVE | ANN ARBOR | MI | 48109 | N/A | NC | GENERAL SUPPORT | $520 | ||||||
| THE HILDEBRAND PROJECT | |||||||||||||
| 1111 TRAVIS STREET | HOUSTON | TX | 770025924 | N/A | NC | GENERAL SUPPORT | $250 | ||||||
| TROUT UNLIMITED | |||||||||||||
| 1777 N KENT STREET STE 100 | ARLINGTON | VA | 22209 | N/A | NC | GENERAL SUPPORT | $500 | ||||||
| THE NATIONAL WWWII MUSEUM | |||||||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | N/A | NC | GENERAL SUPPORT | $250 | ||||||
| NEW CANAAN FIRE COMPANY #1 | |||||||||||||
| 60 MAIN STREET | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,197,770 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 111000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,218,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,667,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,667,397 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,343 | Amt |
| Net Investment Income | $11,333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,010 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,461 | LegalFeesAmt |
| Net Investment Income | $1,177 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,284 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER ASSETS | $1,012,191 | $0 |
| RECEIVABLES | $0 | $11,672 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $7,157,950 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEES | $310 | ||
| OFFICE SUPPLIES | $596 | $596 | |
| PORTFOLIO DEDUCTIONS | $48,043 | $48,043 | |
| TRAVEL AND MEETINGS | $1,346 | $1,346 | |
| INVESTMENT INTEREST EXPENSE | $17,279 | $17,279 | |
| POSTAGE | $2,187 | ||
| ENTERTAINMENT AND MEALS | $283 | ||
| BOOKS, SUBSCRIPTIONS, REF. | $64 | ||
| OTHER BUSINESS EXPENSES | $503 | ||
| BANK FEES | $11,317 | $11,317 | |
| BANK OF AMERICA FEE | $165 | $165 | |
| OFFICE SUPPLIES | $489 | $489 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME-PARTNERSHIPS | $117,274 | $117,274 |
| UNAPPLIED CASH PAYMENT INCOME | $262 | $262 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAMILTON & COMPANY | CategoryTxt |
| Amt | $60,879 | Amt |
| Net Investment Income | $60,879 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $57,047 | Amt |