GOULD FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GOULD FAMILY FOUNDATION (EIN 02-0595263)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349104252
- Schema version
- 2021v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:30:57-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112773025 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNSTEIN & BERNSTEIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 POST ROAD EAST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020595263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOULD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOUL | BusinessNameControlTxt |
| Phone | 8608681462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/OBERNSTEIN 129 POST RD EAST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWIN S MATTHEWS JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8608681462 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWIN | PersonFirstNm |
| Person Last | MATTHEWS JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT BERNSTEIN CPA | PreparerPersonNm |
| PTIN | P01010230 | PTIN |
| Phone | 9146549500 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,182,425 | 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 | $414,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $414,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,167,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,392,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,167,956 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,138 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,138 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,583,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,583,944 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,754 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,369 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,385 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,513 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $9,513 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $47,810 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $187,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,429 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,611 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,093 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,715 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $370,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,798 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,870,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,798 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,665,034 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,713,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,437,146 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $879,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,762,651 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,762,651 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $149,550 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $193,146 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $193,146 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $749,897 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $592,887 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $599,548 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,525,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,660,416 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,427,613 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,362,066 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,176,827 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,199,467 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $19,667,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,385,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,182,425 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,211 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,211 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,664,899 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,385,927 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,664,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,385,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,667,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,385,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,664,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,713,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,009 | OtherIncreasesAmt |
| Subtotal | $22,385,927 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,385,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DEUTSCHE BANK SEE ATTACHED | P | $1,761,277 | $1,565,801 | $195,476 | $195,476 |
| DEUTSCHE BANK SEE ATTACHED | P | $7,957,290 | $4,467,945 | $3,489,345 | $3,489,345 |
| DEUTSCHE BANK SEE ATTACHED | P | $622,676 | $191,251 | $431,425 | $431,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,167,956 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $195,476 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,676 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61,676 | SubtotalAmt |
| Tax Based On Investment Income | $61,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,855 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $46,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $72,855 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $655 | EsPenaltyAmt |
| Overpayment | $10,524 | OverpaymentAmt |
| Applied To ES Tax | $10,524 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | NY | 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 | NA | WebsiteAddressTxt |
| Individual With Books | EDWIN S MATTHEWS JR | IndividualWithBooksNm |
| Phone | 8608681462 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BERNSTEIN 129 POST RD EAST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | 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 | Yes (true) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EDWIN S MATTHEWS JR | ||||||||
| C/O BERNSTEIN 129 POST RD EAST | WESTPORT | CT | 06880 | TRUSTEE | 20.00 | $27,377 | $0 | $0 |
| ANTHONY GOULD | ||||||||
| P O BOX 1154 | WASHINGTON | CT | 067930154 | TRUSTEE | 20.00 | $27,377 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INVESTMENT MANAGEMENT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST. MGT | ServiceTypeTxt |
| Compensation | $161,588 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,697,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,863,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,851 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,730,818 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $36,730,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $550,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,179,856 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,808,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,808,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,676 | TotalTaxAmt |
| Distributable Before Adj | $1,747,317 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,747,317 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,747,317 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,665,034 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,665,034 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,747,317 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $269,298 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $580,979 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $555,779 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,435 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,173 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,649,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,665,034 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,665,034 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $82,283 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $82,283 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,567,381 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $187,015 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,380,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $580,979 | ExcessFromYear4Amt |
| Excess From Year3 | $555,779 | ExcessFromYear3Amt |
| Excess From Year2 | $133,435 | ExcessFromYear2Amt |
| Excess From Year1 | $110,173 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE GOULD FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 493 | AddressLine1Txt |
| City | WASHINGTON DEPOT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06794 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8608681462 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DALTON SCHOOL | |||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHAR | EDUCATION SCHOLARSHIP FUND | $50,000 |
| DANBURY ANIMAL WELFARE SOCIETY | |||||||
| 147 GRASSY PLAIN STREET | BETHEL | CT | 06801 | NONE | PUBLIC CHAR | ANIMAL RESCUE | $10,000 |
| EARTHJUSTICE | |||||||
| 426 17TH ST 5TH FL | OAKLAND | CA | 94612 | NONE | PUBLIC CHAR | STANDING ROCK NATION LEGAL DEFENSE | $150,000 |
| ECAD | |||||||
| P O BOX 831 | TORRINGTON | CT | 06790 | NONE | PUBLIC CHAR | THE TRAINING OF ASSISTANCE DOGS | $10,000 |
| ELECTRONIC FRONTIER FOUNDATION | |||||||
| 454 SHOTWELL ST | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHAR | INTERNET FREE SPEECH ACTIVISM | $25,000 |
| FEDERATION OF AMERICAN SCIENTISTS | |||||||
| 1725 DESALES ST NW 6TH FL | WASHINGTON | DC | 20036 | NONE | PUBLIC CHAR | RESEARCHAGAINST CATASTROPHIC THREATS | $25,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FL | WASHINGTON | DC | 20001 | NONE | PUBLIC CHAR | INTERNATIONAL ENVIRONMENTAL ADVOCACY | $50,000 |
| HALO TRUST (USA)INC | |||||||
| 1730 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIB CHAR | LANDMINE CLEARANCE WORLDWIDE | $450,000 |
| LIBRARY OF AMERICA | |||||||
| 14 E 60TH ST | NY | NY | 10022 | NONE | PUBLIC CHAR | PUBLICATION OF WENDEL BERRY | $75,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NY | NY | 10028 | NONE | PUBLIC CHAR | ACQUISITIONS BY COSTUME INSTITUTE | $100,000 |
| METROPOLITAN OPERA | |||||||
| LINCOLN PLZ | NY | NY | 10023 | NONE | PUBLIC CHAR | OPERA BROADCASTS & PRODUCTION SYSTEM | $100,000 |
| STRAYS & OTHERS | |||||||
| P O BOX 473 | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHAR | ANIMAL RESCUE OPERATIONS | $10,000 |
| WARREN VOLUNTEER FIRE DEPARTMENT | |||||||
| 11 SACKET HILL RD | CORNWALL BRIDGE | CT | 06754 | NONE | PUBLIC CHAR | FIREFIGHTING EQUIPMENT | $10,000 |
| WARREN PUBLIC LIBRARY | |||||||
| 15 SACKET HILL RD | CORNWALL BRIDGE | CT | 06754 | NONE | PUBLIC CHAR | BOOK ACQUISITIONS & OPERATIONS | $10,000 |
| WESLEYAN UNIVERSITY | |||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | NONE | PUBLIC CHAR | TUITION ASSISTANCE FOR STUDENTS | $200,000 |
| NORTHEAST HIGH PERFORMANCE ROWING F | |||||||
| 21 LAKE LILLINONAH RD N | BRIDGEWATER | CT | 06752 | NONE | PUBLIC CHAR | INNER CITY ROWING PROGRAM | $50,000 |
| SHEPAUG RIVER ASSOCIATION | |||||||
| 44 FLIRTATION AVE | NEW PRESTON | CT | 06777 | NONE | PUBLIC CHAR | WETLAND CONSERVATION | $25,000 |
| THE WATER FOUNDATION | |||||||
| 555 CAPITOL MALL STE 1155 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHAR | SUSTAIN FRESHWATER ECOSYSTEMS | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $414,850 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,167,956 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,583,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,583,944 | 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 | BERNSTEIN & BERNSTEIN | CategoryTxt |
| Amt | $47,810 | Amt |
| Disbursements Charitable Prps | $47,810 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $5,176,827 | EOYBookValueAmt |
| EOYFMV | $5,199,467 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $13,660,416 | EOYBookValueAmt |
| EOYFMV | $31,427,613 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $592,887 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $599,548 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,513 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,513 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ADR FEE | ||
| NY CHAR 500 | $1,500 | $1,500 |
| POSTAGE | $397 | $397 |
| TELECOMMUNICATIONS | $5,947 | $5,947 |
| BANK FEES | $190 | $190 |
| COMPUTER AND TECHNOLOGY EXPEN | $2,287 | $2,287 |
| OFFICE | $1,777 | $1,777 |
| MAINTENANCE | ||
| UTILITIES | ||
| INSURANCE | ||
| SUBSCRIPTIONS | $609 | $609 |
| MISCELLANEOUS | $8 | $8 |
| MEALS |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $1,138 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,138 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETUR OF CAPITAL AND TIMING DIFFERENCES | Desc |
| Amt | $8,009 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGG MASON INVESTMENT MGT FEES | $161,588 | $145,429 | $16,159 |
| DEUTSCHE BANK FEES | $25,452 | $25,452 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | ADVANCES TO ANTHONY GOULD | BorrowerPersonNm |
| Borrower Title | TRUSTEE | BorrowerTitleTxt |
| Loan Original | $23,854 | LoanOriginalAmt |
| Balance Due | $193,146 | BalanceDueAmt |
| Note | 2019-01 | NoteDt |
| Repayment Terms | PAYMT CONSTANTLY DEMANDED | RepaymentTermsTxt |
| Interest | 0.0300 | InterestRt |
| Loan Purpose | FOUNDATION DIDN'T AUTHORIZE ADVANCE | LoanPurposeTxt |
| Consideration FMV | $193,146 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | |
| FORM 4720 | $23,993 |
| FORM 990PF | $35,100 |