THE MEIER AND LINNARTZ FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MEIER AND LINNARTZ FAMILY FOUNDATION (EIN 80-0901232)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202143129349101784
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T14:17:13-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-15 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,311,212 | 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 | $13,910,468 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $205,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $727,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,029,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $727,818 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,604 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,604 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,869,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $959,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,325 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,650 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $104,870 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $34,607 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $70,263 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,187 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,188 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,357 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,358 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,242 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,848 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,148 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $152,255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $143,383 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $447,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $271,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $322,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $770,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $271,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $492,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,099,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $687,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $534,354 | CashBOYAmt |
| Cash EOY | $2,886,291 | CashEOYAmt |
| Cash EOYFMV | $2,886,291 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,203,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,536,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,536,341 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,846,772 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,888,580 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,888,580 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Total Assets BOY | $9,585,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,311,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,311,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,585,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,311,212 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,585,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,311,212 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,585,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,311,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,585,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,099,518 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,626,615 | OtherIncreasesAmt |
| Subtotal | $26,311,212 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,311,212 | 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 | $483,455 | $301,960 | $181,495 | $181,495 | |
| CAPITAL GAIN DIVIDENDS | $430,163 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $727,818 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,562 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,562 | SubtotalAmt |
| Tax Based On Investment Income | $9,562 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,519 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,519 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,043 | TaxDueAmt |
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 | $37,500 | $0 | $0 |
| CHARLES MEIER | ||||||||
| 286 JELLIFF MILL ROAD | NEW CANAAN | CT | 06840 | SECRETARY/DIRECTOR | 0 | $49,392 | $0 | $0 |
| VICTORIA LINNARTZ | ||||||||
| 286 JELLIFF MILL ROAD | NEW CANAAN | CT | 06840 | TREASURER/DIRECTOR | 0 | $0 | $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 | $22,083 | $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 | $7,266,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $860,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,902,115 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,028,685 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,028,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,833,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $641,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $641,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,562 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,562 | TotalTaxAmt |
| Distributable Before Adj | $632,101 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $632,101 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $632,101 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $492,875 | 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 | $492,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $492,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $632,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $321,640 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | 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 | $492,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $321,640 | AppliedToYear1Amt |
| Applied To Current Year | $171,235 | 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 |
| Undistributed Income CY | $460,866 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MYSTIC SEAPORT | ||||||||
| 75 Greenmanville Avenue | Mystic | CT | 06355 | n/a | NC | To support ongoing educational programs at Mystic Seaport | $5,000 | |
| TURNEFFE ATOLL TRUST | ||||||||
| PO Box 10670 | Bozeman | MT | 59719 | N/A | NC | GENERAL SUPPORT | $15,000 | |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 622 West 113th Street | New York | NY | 10025 | N/A | PC | Alzheimer's disease research | $10,250 | |
| MILLBROOK SCHOOL | ||||||||
| 131 Millbrook School Rd | Millbrook | NY | 12545 | n/a | NC | GENERAL SUPPORT | $5,000 | |
| DENISON UNIVERSITY | ||||||||
| PO Box 716 | GRANVILLE | OH | 43023 | n/a | NC | GENERAL SUPPORT | $10,000 | |
| COLD SPRING HARBOR LABORATORY | ||||||||
| 1 Bungtown Rd | Cold Spring Harbor | NY | 11724 | n/a | NC | GENERAL SUPPORT | $50,000 | |
| TROUT UNLIMITED | ||||||||
| 1777 N KENT STREET SUITE 100 | ARLINGTON | VA | 22209 | N/A | NC | GENERAL SUPPORT | $2,000 | |
| DEE NORTON LOWCOUNTRY CHILDREN'S CENTER | ||||||||
| 1061 KING ST | CHARLESTON | SC | 29403 | N/A | NC | GENERAL SUPPORT | $20,000 | |
| UNIVERSITY OF RHODE ISLAND FOUNDATION | ||||||||
| 79 UPPER COLLEGE RD | KINGSTON | RI | 02881 | N/A | NC | GENERAL SUPPORT | $15,000 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | N/A | NC | GENERAL SUPPORT | $1,000 | |
| BEAUFORT MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 990 RIBAUT ROAD SUITE 300 | BEAUFORT | SC | 29902 | N/A | NC | GENERAL SUPPORT | $10,000 | |
| BIRTHDAY BUDDIES | ||||||||
| 101 LIBERTY STREET | NEW YORK | NY | 10006 | N/A | NC | GENERAL SUPPORT | $12,000 | |
| 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 | $5,000 | |
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FILLING IN THE BLANKS | ||||||||
| 346 MAIN AVE 3A | NORWALK | CT | 06851 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| HORIZONS AT ASHLEY HALL | ||||||||
| 172 RUTLEDGE AVENUE | CHARLESTON | SC | 29403 | N/A | NC | GENERAL SUPPORT | $5,000 | |
| MT PLEASANT ACADEMY | ||||||||
| 605 CENTER STREET | MT PLEASANT | SC | 29464 | N/A | NC | GENERAL SUPPORT | $6,000 | |
| NEW CANAAN LIBRARY | ||||||||
| 151 MAIN STREET | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $8,725 | |
| NEW YORK YACHT CLUB FOUNDATION | ||||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $250 | |
| SAIL TO PREVAIL | ||||||||
| 60 FORT ADAMS STATE PARK | NEWPORT | RI | 02840 | N/A | PF | GENERAL SUPPORT | $500 | |
| SCHOOL OF THE HOLY CHILD | ||||||||
| 2225 WESTCHESTER AVE | RYE | NY | 10580 | N/A | NC | GENERAL SUPPORT | $1,200 | |
| SPRING ISLAND TRUST | ||||||||
| 40 MOBLEY OAKS LANE | OKATIE | SC | 29909 | N/A | PF | GENERAL SUPPORT | $40,000 | |
| 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 | $6,275 | SUITE 100 |
| TURNEFFE ATOLL TRUST | ||||||||
| PO BOX 10670 | BOZEMAN | MT | 59719 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OLDFIELDS SCHOOL | ||||||||
| 1500 GLENCOE ROAD | SPARKS GLENCOE | MD | 21152 | N/A | NC | GENERAL SUPPORT | $7,500 | |
| MILLBROOK SCHOOL | ||||||||
| 131 MILLBROOK SCHOOL ROAD | MILLBROOK | NY | 12545 | N/A | NC | GENERAL SUPPORT | $10,000 | |
| WINWARD SCHOOL | ||||||||
| 212 E 93RD STREET | NEW YORK | NY | 10128 | N/A | NC | GENERAL SUPPORT | $250 | |
| NEW CANAAN FOOD PANTRY | ||||||||
| 77 MAIN STREET | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $3,000 | |
| CAREER RESOURCES | ||||||||
| 1000 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | N/A | NC | GENERAL SUPPORT | $250 | |
| ONE BECKHAM FOUNDATION | ||||||||
| 1560 MATHIS FERRY ROAD | MT PLEASANT | SC | 29464 | N/A | PF | GENERAL SUPPORT | $6,000 | |
| MOULTRIE MIDDLE SCHOOL | ||||||||
| 645 COLEMAN BLVD | MT PLEASANT | SC | 29464 | N/A | NC | GENERAL SUPPORT | $6,000 | |
| SUSAN G KOMEN | ||||||||
| 13770 NOEL ROAD | DALLAS | TX | 75380 | N/A | PF | GENERAL SUPPORT | $5,000 | SUITE 801889 |
| THRIVE SC | ||||||||
| 120 RESEARCH DRIVE | COLUMBIA | SC | 29203 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MARSHVIEW COMMUNITY ORGANIC FARM | ||||||||
| 12 GEORGEES TRAIL | ST HELENA ISLAND | SC | 29920 | N/A | NC | GENERAL SUPPORT | $1,000 | |
| OPEN SPACE INSTITUTE | ||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CAMP KESEM | ||||||||
| 10586 WEST PICO BOULEAVARD 196 | LOS ANGELES | CA | 90064 | N/A | PC | GENERAL SUPPORT | $100 | |
| BONEFISH AND TARPON TRUST | ||||||||
| 2937 SW 27TH AVENUE SUITE 203 | MIAMI | FL | 33133 | N/A | NC | GENERAL SUPPORT | $1,000 | |
| UT MEDICAL CENTER | ||||||||
| 1924 ALCOA HIGHWAY | KNOXVILLE | TN | 37920 | N/A | NC | GENERAL SUPPORT | $10,000 | |
| A BETTER CHANCE INC OF NEW CANAAN | ||||||||
| 64 LOCUST AVE | NEW CANAAN | CT | 06840 | N/A | NC | GENERAL SUPPORT | $9,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $322,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS, GIFTS, GRANTS | Desc |
| Unrelated Business Taxbl Incm | $13,910,468 | UnrelatedBusinessTaxblIncmAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,705 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 111000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $727,818 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,910,468 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $958,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,869,040 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERTSON FOUNDATION FOR GOVERNMENT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 PENNSYLVANIA AVE NW STE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,910,468 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES - SEE ATTACHED | $7,546,814 | 2020-11-03 |
| 2 | LAZARD CORE FIXED INCOME PORTFOLIO 30 ROCKEFELLER PLAZA 56TH FLOOR NEW YORK, NY 10112 | $2,054,338 | 2020-11-03 |
| 3 | DAVIDSON KEMPNER INST PRTNS LP 520 MADISON AVENUE 30TH FLOOR NEW YORK, NY 10022 | $1,676,027 | 2020-11-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,715 | Amt |
| Net Investment Income | $16,357 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,358 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,375 | LegalFeesAmt |
| Net Investment Income | $2,187 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,188 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $5,168 | $5,168 | |
| BUSINESS REGISTRATION FEES | $256 | ||
| OFFICE SUPPLIES | $303 | $303 | |
| PAYROLL TAXES | $8,591 | $2,864 | $5,727 |
| PORTFOLIO DEDUCTIONS | $108,526 | $108,526 | |
| REIMBURSEMENT | $27 | $27 | |
| TRAVEL AND MEETINGS | $2,546 | $2,546 | |
| INVESTMENT INTEREST EXPENSE | $21,775 | $21,775 | |
| FACILITIES | $40 | $40 | |
| INVESTMENT INTEREST EXPENSE | $5,023 | $5,023 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | $11,491 | $11,491 |
| ORDINARY INCOME-PARTNERSHIPS | $9,339 | $9,339 |
| TAX EXEMPT INCOME | $206 | $206 |
| OTHER PORTFOLIO INCOME | $4,568 | $4,568 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,626,615 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAMILTON & COMPANY | CategoryTxt |
| Amt | $37,242 | Amt |
| Net Investment Income | $37,242 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $1,148 | $1,148 |
| TAXES | $5,700 |