ARMSTRONG ANGEL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARMSTRONG ANGEL FOUNDATION (EIN 81-0778752)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349108163
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:37:04-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 810778752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMSTRONG ANGEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARMS | BusinessNameControlTxt |
| Phone | 2033514275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 MEADOW ROAD | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY ARMSTRONG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033514275 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | ARMSTRONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA J DEL TORO | PreparerPersonNm |
| PTIN | P01278914 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,722,552 | 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 | $302,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $302,061 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $658,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $760,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $734,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150,727 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $150,727 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,111,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,187,345 | 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 | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $62,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,686 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,017 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,017 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,572,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,572,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,661,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,572,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$550,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,158,642 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $579,446 | CashBOYAmt |
| Cash EOY | $87,103 | CashEOYAmt |
| Cash EOYFMV | $87,103 | CashEOYFMVAmt |
| Acct Rcvbl | $17,876 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16,422 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17,876 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,876 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,585,452 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,631,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,557,498 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,889,354 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,783,703 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,060,075 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,070,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,520,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,722,552 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $39,727 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $39,727 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,030,947 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,520,295 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,030,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,520,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,070,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,520,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,030,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$550,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,727 | OtherIncreasesAmt |
| Subtotal | $12,520,295 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,520,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS FROM INVESTMENT PARTNERSHIPS | P | $501,637 | $501,637 | $501,637 | |
| GOLDMAN SACHS - PUBLICLY TRADED SECURITIES | $33 | $33 | $33 | ||
| GOLDMAN SACHS - PUBLICLY TRADED SECURITIES | $258,609 | $232,887 | $232,887 | $25,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $734,557 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,895 | OverpaymentAmt |
| Applied To ES Tax | $13,895 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY ARMSTRONG | IndividualWithBooksNm |
| Phone | 2033514275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 MEADOW ROAD | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY A ARMSTRONG | ||||||||
| 131 MEADOW ROAD | RIVERSIDE | CT | 06878 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TIMOTHY M ARMSTRONG | ||||||||
| 131 MEADOW ROAD | RIVERSIDE | CT | 06878 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,151,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $689,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,060,075 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,901,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,901,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $298,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,603,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $980,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $980,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,105 | TotalTaxAmt |
| Distributable Before Adj | $964,052 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $964,052 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $964,052 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,572,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,572,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $964,052 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $925,428 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $239,747 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,165,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,572,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $964,052 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $608,148 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,773,323 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,773,323 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $925,428 | ExcessFromYear2Amt |
| Excess From Year1 | $239,747 | ExcessFromYear1Amt |
| Excess From Current Year | $608,148 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY A ARMSTRONG | ContributingManagerNm |
| Contributing Manager | TIMOTHY M ARMSTRONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG SKY SKI EDUCATION FOUNDATION | ||||||
| PO BOX 160134 | BIG SKY | MT | 59716 | PC | GENERAL PURPOSE | $25,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | ||||||
| 1818 LIBRARY STREET SUITE 500 | RESTON | VA | 20190 | PC | GENERAL PURPOSE | $57,000 |
| EDWARD CHARLES FOUNDATION - 1111 MEDIA IMPACT | ||||||
| 269 SOUTH BEVERLY DRIVE NO 338 | BEVERLY HILLS | CA | 90212 | PC | GENERAL PURPOSE | $10,000 |
| GAINS FOUNDATION | ||||||
| 273 BENNETT AVENUE 2A | NEW YORK | NY | 10040 | PC | GENERAL PURPOSE | $25,000 |
| GREENWICH ACADEMY | ||||||
| 200 NORTH MAPLE AVENUE | GRENWICH | CT | 06830 | PC | GENERAL PURPOSE | $800,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||
| 3600 WILSHIRE BLVD SUITE 1810 | LOS ANGELES | CA | 90010 | PC | GENERAL PURPOSE | $90,000 |
| KING SCHOOL | ||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | PC | GENERAL PURPOSE | $210,000 |
| NANTUCKET COTTAGE HOSPITAL | ||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | PC | GENERAL PURPOSE | $200,000 |
| NANTUCKET GOLF CLUB FOUNDATION | ||||||
| 250 MILESTONE ROAD | SIASCONSET | MA | 81632 | PC | GENERAL PURPOSE | $50,200 |
| SANDY HOOK PROMISE FOUNDATION | ||||||
| PO BOX 3849 | NEWTON | CT | 064703489 | PC | GENERAL PURPOSE | $15,000 |
| THE NANTUCKET DREAMLAND FOUNDATION | ||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | PC | GENERAL PURPOSE | $40,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | PC | GENERAL PURPOSE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,572,200 | 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 | $302,061 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,727 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $658,336 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,111,124 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,111,124 | 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 | $600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,631,613 | EOYBookValueAmt |
| EOYFMV | $14,557,498 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE PARTNERSHIP | AT COST | $153,873 | $938,157 |
| PRIVATE EQUITY | AT COST | $1,475,091 | $1,637,931 |
| ALTERNATIVE INVESTMENTS | AT COST | $154,739 | $483,987 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT DEDUCTIONS | $25,981 | $25,981 | $0 |
| BANK FEES | $36 | $36 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ALTABA, INC. | $9,680 | $9,680 | $9,680 |
| DST OPPORTUNITIES ACCESS OFFSHORE FUND LP | $18,208 | $18,208 | $18,208 |
| GS CAPITAL PARTNERS VI OFFSHORE | $548 | $548 | $548 |
| PRIVATE MIDDLE MARKET CREDIT LLC | $122,291 | $122,291 | $122,291 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR UNREALIZED LIABILITIES | Desc |
| Amt | $39,727 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,107 | $2,107 | $0 |
| PARTNERSHIP INVESTMENT FOREIGN TAXES | $579 | $579 | $0 |
| FEDERAL TAXES | $60,000 | $0 | $0 |