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ROBERT AND VIRGINIA SHILLER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND VIRGINIA SHILLER FOUNDATION (EIN 46-0538779)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-22
IRS object ID
202032669349100708
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-09-22T15:43:33-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1185 ASYLUM STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460538779EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT AND VIRGINIA SHILLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHILBusinessNameControlTxt
Phone2037872182PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6146AddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065170146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA SHILLERPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone2037872182PhoneNum
Signature2020-09-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA E SMALL CPAPreparerPersonNm
PTINP00228694PTIN
Phone8607600600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.19.127.190IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-22IPDt
IP Tm15:12:29IPTm
IP TimezoneEDIPTimezoneCd
Federal Original Submission Id0641162020265032ae00FederalOriginalSubmissionId
Federal Original Submission Id2020-09-21FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9051614CD9F93E20FEEF12E62E0C8F3EFDD1227AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,679,365FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,052,449ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$97,678DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,678DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,635NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,567,172GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,145,492TotalRevAndExpnssAmt
Total Net Invst Incm$97,678TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,194AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$731AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$2,925TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,194TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$731TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,689ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,689ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,614TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,194TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$180,420TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,962,878ExcessRevenueOverExpensesAmt
Net Investment Income$95,484NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,357,654CashBOYAmt
Cash EOY$2,734,799CashEOYAmt
Cash EOYFMV$2,734,799CashEOYFMVAmt
Corporate Stock BOY$983,764CorporateStockBOYAmt
Corporate Stock EOY$1,017,628CorporateStockEOYAmt
Corporate Stock EOYFMV$1,177,740CorporateStockEOYFMVAmt
Corporate Bonds BOY$195,839CorporateBondsBOYAmt
Corporate Bonds EOY$1,704,058CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,766,826CorporateBondsEOYFMVAmt
Total Assets BOY$2,537,257TotalAssetsBOYAmt
Total Assets EOY$5,456,485TotalAssetsEOYAmt
Total Assets EOYFMV$5,679,365TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,537,257RetainedEarningBOYAmt
Retained Earning EOY$5,456,485RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,537,257TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,456,485TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,537,257TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,456,485TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,537,257TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,962,878ExcessRevenueOverExpensesAmt
Other Increases$49,300OtherIncreasesAmt
Subtotal$5,549,435SubtotalAmt
Other Decreases$92,950OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,456,485TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
INTER-TERM BOND INDEX ADM$198,448$193,522$4,926$4,926
INTER-TERM BOND INDEX ADM$27,816$25,836$1,980$1,980
MICROSOFT CORP (MSFT)$792,844$809,506-$16,662-$16,6622019-09-052019-09-10
MONDELEZ INTERNATIONAL INC CL A (MDLZ)$255,190$253,463$1,727$1,7272019-09-052019-09-09
PFIZER INC (PFE)$292,874$289,480$3,394$3,3942019-09-052019-09-09
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,635CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$169,388AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,551,409NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066390DistributionYr1Rt
Adjusted Qlfy Distri Yr2$125,891AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,366,615NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.092119DistributionYr2Rt
Adjusted Qlfy Distri Yr3$81,792AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$424,064NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.192877DistributionYr3Rt
Adjusted Qlfy Distri Yr4$312AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$158,875NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.001964DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,575AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$165,706NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033644DistributionYr5Rt
Total Distribution0.386994TotalDistributionRt
Average Distribution0.077399AverageDistributionRt
Net Vl Noncharitable Assets$3,790,642NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$293,392AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$955NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$294,347AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$180,420QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,910InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,910SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,910TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,720EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,190ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,910TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,000OverpaymentAmt
Applied To ES Tax$1,000AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksROBERT AND VIRGINIA SHILLERIndividualWithBooksNm
Phone2037872182PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6146AddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065170146ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT SHILLER
PO BOX 6146HAMDENCT06517TRUSTEE0.50$0$0$0
VIRGINIA SHILLER
PO BOX 6146HAMDENCT06517TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,083,084AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,765,284AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,848,368TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,848,368AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,726CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,790,642NetVlNoncharitableAssetsAmt
Minimum Investment Return$189,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$189,532MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,910TaxBasedOnInvestmentIncomeAmt
Total Tax$1,910TotalTaxAmt
Distributable Before Adj$187,622DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$187,622DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$187,622DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$180,420ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$180,420QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$180,420AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$187,622DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$57,050ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$72,528ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$43,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$173,078TotalExcessDistributionCyovAmt
Qualifying Distributions$180,420QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$180,420AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,202ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,202ExcessDistributionCyovAppCYAmt
Total Corpus$165,876TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$165,876ExcessDistriCyovToNextYrAmt
Excess From Year3$49,848ExcessFromYear3Amt
Excess From Year2$72,528ExcessFromYear2Amt
Excess From Year1$43,500ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT SHILLERContributingManagerNm
Contributing ManagerVIRGINIA SHILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRANDEIS UNIVERSITY
415 SOUTH STWALTHAMMA02453NONEPRIVATE UNIVERSITYGENERAL SUPPORT$5,000
CHILDREN'S CANCER THERAPY DEVELOPMENT INSTITUTE
12655 SW BEAVERDAM ROADWEST BEAVERTONOR97005NONE501(C)3GENERAL SUPPORT$104,789
CT FOOD BANK
2 RESEARCH PKWYWALLINGFORDCT06492NONE501(C)3GENERAL SUPPORT$2,000
CT PUBLIC BROADCASTING
1049 ASYLUM AVENUEHARTFORDCT06105NONE501(C)3GENERAL SUPPORT$5,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215NONE501(C)3GENERAL SUPPORT$5,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY10001NONE501(C)3GENERAL SUPPORT$2,000
DOWNTOWN EVENING SOUP KITCHEN
311 TEMPLE STNEW HAVENCT06511NONE501(C)3GENERAL SUPPORT$2,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY10010NONE501(C)3GENERAL SUPPORT$1,500
FISTULA FOUNDATION
1922 THE ALAMEDA SUITE 302SAN JOSECA95126NONE501(C)3GENERAL SUPPORT$500
HAITI REHABILITATION FOUNDATION
PO BOX 183HAMILTONNY13346NONE501(C)3GENERAL SUPPORT$10,000
HAMDEN HALL COUNTRY DAY SCHOOL
1108 WHITNEY AVENUEHAMDENCT06517NONE501(C)3GENERAL SUPPORT$300
HUMANE LEAGUE
PO BOX 10476ROCKVILLEMD20849NONE501(C)3GENERAL SUPPORT$1,000
INNOVATIONS FOR POVERTY ACTION
101 WHITNEY AVENUE 2ND FLOORNEW HAVENCT06510NONE501(C)3GENERAL SUPPORT$2,000
INTERNATIONAL PLANNED PARENTHOOD WESTERN HEMISPHERE REGION
125 MAIDEN LANE 9TH FLOORNEW YORKNY100384730NONE501(C)3GENERAL SUPPORT$2,000
LOVELANE
40 BAKER BRIDGE ROADLINCOLNMA01773NONE501(C)3GENERAL SUPPORT$500
MERCY CORPS
9 WATERHOUSE STCAMBRIDGEMA02138NONE501(C)3GENERAL SUPPORT$2,500
PLANNED PARENTHOOD FEDERATION AMERICA
PO BOX 97166WASHINGTONDC97166NONE501(C)3GENERAL SUPPORT$5,000
SOUTHPORT SCHOOL
214 MAIN STREETSOUTHPORTCT06890NONE501(C)3GENERAL SUPPORT$500
THE NATURE CONSERVANCY IN CONNECTICUT
55 CHURCH STREET THIRD FLOORNEW HAVENCT06510NONE501(C)3GENERAL SUPPORT$4,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA02139NONE501(C)3GENERAL SUPPORT$2,000
UNITARIAN UNIVERSALIST SERVICE COMMITTEE
689 MASSACHUSETTS AVENUECAMBRIDGEMA02139NONE501(C)3GENERAL SUPPORT$1,000
WNET
825 EIGHTH AVENUENEW YORKNY10019NONE501(C)3GENERAL SUPPORT$3,000
WSHU
5151 PARK AVENUEFAIRFIELDCT06825NONE501(C)3GENERAL SUPPORT$4,000
LEAGUE OF WOMEN VOTERS
1730 M STREET NW SUITE 1000WASHINGTONDC200364508NONE501(C)3GENERAL SUPPORT$1,000
LEAGUE OF WOMEN VOTERS OF CONNECTICUT
1890 DIXWELL AVENUE SUITE 203HAMDENCT065143183NONE501(C)3GENERAL SUPPORT$600
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DRIVE W98-200CAMBRIDGEMA021394822NONE501(C)3GENERAL SUPPORT$1,500
NATIONAL ENVIRONMENTAL LAW CENTER
294 WASHINGTON ST SUITE 500BOSTONMA02108NONE501(C)3GENERAL SUPPORT$1,000
PSYCHOTHERAPY ACTION NETWORK
645 N MICHIGAN AVE STE 803CHICAGOIL60611NONE501(C)3GENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,689TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,678ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,635ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$93,043ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,043TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT AND VIRGINIA SHILLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1201 EVERIT STREETAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06511ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,052,449TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,925Amt
Net Investment Income$2,194NetInvestmentIncomeAmt
Disbursements Charitable Prps$731DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVANGUARD INTER-TERM BOND INDEX ADMBondNm
EOY Book Value$1,704,058EOYBookValueAmt
EOYFMV$1,766,826EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD INTERNAT VALUE FUNDStockNm
EOY Book Value$1,017,628EOYBookValueAmt
EOYFMV$1,177,740EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR CHECKS CLEARED IN CURRENT YEARDesc
Amt$92,950Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNCLEARED CHECKSDesc
Amt$49,300Amt