ROBERT AND VIRGINIA SHILLER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: ROBERT AND VIRGINIA SHILLER FOUNDATION (EIN 46-0538779)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-15
IRS object ID: 201901359349103130
Schema version: 2018v3.1
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-15T15:18:03-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	111986323	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	80 SOUTH MAIN STREET SUITE 2	AddressLine1Txt
City	WEST HARTFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06107	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	460538779	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT AND VIRGINIA SHILLER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SHIL	BusinessNameControlTxt
Phone	2037872182	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 6146	AddressLine1Txt
City	HAMDEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	065170146	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	VIRGINIA SHILLER	PersonNm
Person Title	CO-TRUSTEE	PersonTitleTxt
Phone	2037872182	PhoneNum
Signature	2019-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATRICIA E SMALL CPA	PreparerPersonNm
PTIN	P00228694	PTIN
Phone	8605610020	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	47.19.127.190	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-10	IPDt
IP Tm	14:14:47	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	DE050B82A39E23A36B0D008BD9FA5EABF1FDFC7A	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,531,692	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	$250,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$60,136	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$60,136	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$27,395	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$191,427	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$27,395	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$337,531	TotalRevAndExpnssAmt
Total Net Invst Incm	$87,531	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	$1,750	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,312	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$438	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$11,626	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,142	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$189	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,565	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,454	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$438	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$168,950	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$168,950	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$182,515	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,454	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$169,388	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$155,016	ExcessRevenueOverExpensesAmt
Net Investment Income	$84,077	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,333,897	CashBOYAmt
Cash EOY	$1,357,654	CashEOYAmt
Cash EOYFMV	$1,357,654	CashEOYFMVAmt
Corporate Stock BOY	$933,846	CorporateStockBOYAmt
Corporate Stock EOY	$983,764	CorporateStockEOYAmt
Corporate Stock EOYFMV	$978,259	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$88,448	CorporateBondsBOYAmt
Corporate Bonds EOY	$195,839	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$195,779	CorporateBondsEOYFMVAmt
Total Assets BOY	$2,356,191	TotalAssetsBOYAmt
Total Assets EOY	$2,537,257	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,531,692	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$2,356,191	RetainedEarningBOYAmt
Retained Earning EOY	$2,537,257	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,356,191	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,537,257	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,356,191	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,537,257	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,356,191	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$155,016	ExcessRevenueOverExpensesAmt
Other Increases	$92,950	OtherIncreasesAmt
Subtotal	$2,604,157	SubtotalAmt
Other Decreases	$66,900	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,537,257	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt	SoldSoldDt	How AcquiredHowAcquiredCd
INTER-TERM BOND INDEX ADM	$153,791	$155,931	-$2,140	-$2,140
INTERNATIONAL VALUE FUND	$10,000	$7,561	$2,439	$2,439	2012-08-16	2018-01-24
INTER-TERM BOND INDEX ADM	$532	$540	-$8	-$8		2018-01-25
CAPITAL GAINS DIVIDENDS	$71		$71	$71			P
CAPITAL GAINS DIVIDENDS	$27,033		$27,033	$27,033			P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$27,395	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$125,891	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,366,615	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.092119	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$81,792	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$424,064	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.192877	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$312	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$158,875	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.001964	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$5,575	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$165,706	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.033644	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$8,879	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$58,334	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.152210	DistributionYr5Rt
Total Distribution	0.472814	TotalDistributionRt
Average Distribution	0.094563	AverageDistributionRt
Net Vl Noncharitable Assets	$2,551,409	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$241,269	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$841	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$242,110	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$169,388	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,682	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,682	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,682	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,000	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$318	OverpaymentAmt
Applied To ES Tax	$318	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	Yes (1)	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	NONE	WebsiteAddressTxt
Individual With Books	ROBERT AND VIRGINIA SHILLER	IndividualWithBooksNm
Phone	2037872182	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 6146	AddressLine1Txt
City	HAMDEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	065170146	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
ROBERT SHILLER
PO BOX 6146	HAMDEN	CT	06517	TRUSTEE	0.50	$0	$0	$0
VIRGINIA SHILLER
PO BOX 6146	HAMDEN	CT	06517	TRUSTEE	0.50	$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	$1,244,776	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,345,487	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,590,263	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,590,263	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$38,854	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,551,409	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$127,570	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$127,570	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,682	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,682	TotalTaxAmt
Distributable Before Adj	$125,888	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$125,888	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$125,888	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$169,388	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$169,388	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$169,388	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$125,888	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$57,050	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$72,528	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$129,578	TotalExcessDistributionCyovAmt
Qualifying Distributions	$169,388	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$125,888	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$43,500	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$173,078	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	$173,078	ExcessDistriCyovToNextYrAmt
Excess From Year2	$57,050	ExcessFromYear2Amt
Excess From Year1	$72,528	ExcessFromYear1Amt
Excess From Current Year	$43,500	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ROBERT SHILLER	ContributingManagerNm
Contributing Manager	VIRGINIA SHILLER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BRANDEIS UNIVERSITY
415 SOUTH ST	WALTHAM	MA	02453	NONE	PRIVATE UNIVERSITY	GENERAL SUPPORT	$5,000
CHILDREN'S DEFENSE FUND
25 E STREET NW	WASHINGTON DC	WA	20001	NONE	501(C)3	GENERAL SUPPORT	$1,000
CHILDREN'S CANCER THERAPY DEVELOPMENT INSTITUTE
12655 SW BEAVERDAM ROAD	WEST BEAVERTON	OR	97005	NONE	501(C)3	GENERAL SUPPORT	$75,000
CT FOOD BANK
2 RESEARCH PKWY	WALLINGFORD	CT	06492	NONE	501(C)3	GENERAL SUPPORT	$1,500
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE	BOSTON	MA	02215	NONE	501(C)3	GENERAL SUPPORT	$5,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOOR	NEW YORK	NY	10001	NONE	501(C)3	GENERAL SUPPORT	$2,000
DOWNTOWN EVENING SOUP KITCHEN
311 TEMPLE ST	NEW HAVEN	CT	06511	NONE	501(C)3	GENERAL SUPPORT	$1,500
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH	NEW YORK	NY	10010	NONE	501(C)3	GENERAL SUPPORT	$1,500
FINCA
1201 15TH STREET NW 8TH FLOOR	WASHINGTON	DC	20005	NONE	501(C)3	GENERAL SUPPORT	$500
FISTULA FOUNDATION
1922 THE ALAMEDA SUITE 302	SAN JOSE	CA	95126	NONE	501(C)3	GENERAL SUPPORT	$500
HAITI REHABILITAION FOUNDATION
PO BOX 183	HAMILTON	NY	13346	NONE	501(C)3	GENERAL SUPPORT	$10,000
HAMDEN HALL COUNTRY DAY SCHOOL
1108 WHITNEY AVENUE	HAMDEN	CT	06517	NONE	501(C)3	GENERAL SUPPORT	$300
CT PUBLIC BROADCASTING
1049 ASYLUM AVENUE	HARTFORD	CT	06105	NONE	501(C)3	GENERAL SUPPORT	$5,000
MERCY CORPS
9 WATERHOUSE ST	CAMBRIDGE	MA	02138	NONE	501(C)3	GENERAL SUPPORT	$2,500
MINUTE MAN ARC FOR HUMAN SERVICES
1269 MAIN STREET	CONCORD	MA	01742	NONE	501(C)3	GENERAL SUPPORT	$1,500
PLANNED PARENTHOOD
1030 NEW BRITAIN AVE	WEST HARTFORD	CT	06110	NONE	501(C)3	GENERAL SUPPORT	$5,000
SUSAN G KOMEN
74 BATTERSON PARK ROAD	FARMINGTON	CT	06032	NONE	501(C)3	GENERAL SUPPORT	$500
THE NATURE CONSERVANCY IN CONNECTICUT
55 CHURCH STREET THIRD FLOOR	NEW HAVEN	CT	06510	NONE	501(C)3	GENERAL SUPPORT	$1,500
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE	CAMBRIDGE	MA	02139	NONE	501(C)3	GENERAL SUPPORT	$3,000
UNITARIAN UNIVERSALIST SERVICE COMMITTEE
689 MASSACHUSETTS AVENUE	CAMBRIDGE	MA	02139	NONE	501(C)3	GENERAL SUPPORT	$1,000
UNITED WAY OF CONNECTICUT
1344 SILAS DEANE HWY 306	ROCKY HILL	CT	06067	NONE	501(C)3	GENERAL SUPPORT	$20,000
UNIVERSITY OF MICHIGAN
500 S STATE STREET	ANN ARBOR	MI	48109	NONE	501(C)3	GENERAL SUPPORT	$350
WIKIMEDIA FOUNDATION INC
149 NEW MONTGOMERY STREET FL 6	SAN FRANCISCO	CA	94105	NONE	501(C)3	GENERAL SUPPORT	$2,400
WNET
825 EIGHTH AVENUE	NEW YORK	NY	10019	NONE	501(C)3	GENERAL SUPPORT	$3,000
WSHU
5151 PARK AVENUE	FAIRFIELD	CT	06825	NONE	501(C)3	GENERAL SUPPORT	$4,000
YALE NEW HAVEN HEALTH
789 HOWARD AVENUE	NEW HAVEN	CT	06519	NONE	501(C)3	GENERAL SUPPORT	$1,000
INNOVATIONS FOR POVERTY ACTION
101 WHITNEY AVENUE 2ND FLOOR	NEW HAVEN	CT	06510	NONE	501(C)3	GENERAL SUPPORT	$2,000
CT CITIZEN RESEARCH GROUP
30 ARBOR STREET 6N	HARTFORD	CT	06106	NONE	501(C)3	GENERAL SUPPORT	$400
HUMANE LEAGUE
PO BOX 10476	ROCKVILLE	MD	20849	NONE	501(C)3	GENERAL SUPPORT	$1,000
INTERNATIONAL PLANNED PARENTHOOD WESTERN HEMISPHERE REGION
125 MAIDEN LANE 9TH FLOOR	NEW YORK	NY	100384730	NONE	501(C)3	GENERAL SUPPORT	$2,000
LOVELANE
40 BAKER BRIDGE ROAD	LINCOLN	MA	01773	NONE	501(C)3	GENERAL SUPPORT	$500
PLANNED PARENTHOOD FEDERATION AMERICA
PO BOX 97166	WASHINGTON	DC	97166	NONE	501(C)3	GENERAL SUPPORT	$5,000
NATURE CONSERVANCY
4245 N FAIRFAX DR STE 100	ARLINGTON	VA	22203	NONE	501(C)3	GENERAL SUPPORT	$3,000
SOUTHPORT SCHOOL
214 MAIN STREET	SOUTHPORT	CT	06890	NONE	501(C)3	GENERAL SUPPORT	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$168,950	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$60,136	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$27,395	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$87,531	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$87,531	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

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	ROBERT AND VIRGINIA SHILLER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	201 EVERIT STREET	AddressLine1Txt
City	NEW HAVEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06511	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$250,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,750	Amt
Net Investment Income	$1,312	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$438	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	VANGUARD INTER-TERM BOND INDEX ADM	BondNm
EOY Book Value	$195,839	EOYBookValueAmt
EOYFMV	$195,779	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	VANGUARD INTERNAT VALUE FUND	StockNm
EOY Book Value	$983,764	EOYBookValueAmt
EOYFMV	$978,259	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR YEAR CHECKS CLEARED IN CURRENT YEAR	Desc
Amt	$66,900	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PO BOX RENTAL	$167	$0	$0
PENALTY - IRS	$22	$0	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNCLEARED CHECKS	Desc
Amt	$92,950	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX - 2017	$7,484	$0	$0
FOREIGN TAX	$2,142	$2,142	$0
FEDERAL TAX - 2018	$2,000	$0	$0