MEERA & ASHOK VASUDEVAN FOUNDATION TR AGREEMENT DTD 7-6-15: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MEERA & ASHOK VASUDEVAN FOUNDATION TR AGREEMENT DTD 7-6-15 (EIN 47-7154309)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201811299349101526
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T12:08:25-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061633293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN DECRUZE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET SUITE 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477154309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEERA & ASHOK VASUDEVAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARTIN DECRUZE & COMPANY LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEER | BusinessNameControlTxt |
| Phone | 2033277151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET NO 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHOK VASUDEVAN | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2033277151 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN M DECRUZE | PreparerPersonNm |
| PTIN | P00468653 | PTIN |
| Phone | 2033277151 | PhoneNum |
| Preparation | 2018-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $5,881,850 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,867 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,418 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $472,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,418 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $678 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $157,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,847 | 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 |
| Other Prof Fees Rev And Expnss | $24,787 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,787 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,899 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,690 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,690 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $546 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $546 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,672 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,477 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,195 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,684 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,084 | CashBOYAmt |
| Cash EOY | $102,893 | CashEOYAmt |
| Cash EOYFMV | $102,893 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,902,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,888,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,725,878 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,079 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,079 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,101,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,044,251 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,881,850 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $885 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $885 | 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 | $5,101,382 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,043,366 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,101,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,043,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,101,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,044,251 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,101,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,043,366 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,043,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS #051-44366-1 | $99,119 | $99,821 | -$702 | -$702 | |
| GOLDMAN SACHS #051-49415-1 | $165,453 | $165,061 | $392 | $392 | |
| GOLDMAN SACHS #051-49415-1 | $55,620 | $54,674 | $946 | $946 | |
| GOLDMAN SACHS #051-50401-7 | $205 | $205 | $205 | ||
| GOLDMAN SACHS #051-50401-7 | $72,048 | $57,941 | $14,107 | $14,107 | |
| GOLDMAN SACHS #051-50401-7 | $78,955 | $74,191 | $4,764 | $4,764 | |
| CAPITAL GAINS DIVIDENDS | $706 | $706 | $706 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,418 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,063 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,116,999 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.009784 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,001 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $988,057 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.005061 | DistributionYr2Rt |
| Total Distribution | 0.014845 | TotalDistributionRt |
| Average Distribution | 0.007423 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,538,123 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,109 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,257 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,366 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $185,706 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,257 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,257 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,257 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,079 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,079 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,822 | OverpaymentAmt |
| Applied To ES Tax | $1,822 | 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 | WWW.MAVFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN DECRUZE & COMPANY LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033277151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET SUITE 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ASHOK VASUDEVAN | ||||||||
| C/O 2777 SUMMER STREET SUITE 401 | STAMFORD | CT | 06905 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MEERA VASUDEVAN | ||||||||
| C/O 2777 SUMMER STREET SUITE 401 | STAMFORD | CT | 06905 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,446,471 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,622,460 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,622,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,538,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,257 | TotalTaxAmt |
| Distributable Before Adj | $275,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $275,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $275,649 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $185,706 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,257 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $184,449 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $222,162 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $185,706 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $36,456 | Taxable2Amt |
| Undistributed Income CY | $275,649 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S LEARNING CENTER OF FAIRFIELD | |||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 06902 | NONE | PC | GENERAL SUPPORT | $2,500 |
| WHOLESOME WAVE | |||||||
| 855 MAIN STREET SUITE 910 | BRIDGEPORT | CT | 06604 | NONE | PC | GENERAL SUPPORT | $20,000 |
| HUNGER FREE AMERICA | |||||||
| 50 BROAD STREET SUITE 1103 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FOOD RESCUE INC | |||||||
| 4630 LISBORN DRIVE | CARMEL | IN | 46033 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOOD BANK OF LOWER FAIRFIELD | |||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 06906 | NONE | PC | GENERAL SUPPORT | $775 |
| UNITED WAY OF WESTERN CONNECTICUT | |||||||
| 301 MAIN STREET SUITE 2-5 | DANBURY | CT | 06810 | NONE | PC | GENERAL SUPPORT | $18,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 1 UNIVERSITY PLACE | STAMFORD | CT | 06901 | NONE | NC | GENERAL SUPPORT | $2,500 |
| END HUNGER CONNECTICUT | |||||||
| 65 HUNGERFORD STREET | HARTFORD | CT | 06106 | NONE | PC | GENERAL SUPPORT | $7,500 |
| THE HUNGER PROJECT | |||||||
| 5 UNION SQUARE WEST 7TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KATIE'S KROPS | |||||||
| PO BOX 1841 | SUMMERVILLE | SC | 294841841 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CAMPUS COMPACT | |||||||
| 45 TEMPLE PLACE | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $16,800 |
| FAIRGATE FARMS | |||||||
| 129 STILLWATER AVENUE | STAMFORD | CT | 06902 | NONE | PC | GENERAL SUPPORT | $500 |
| AMHERST SURVIVAL CENTER | |||||||
| 1200 N PLEASANT STREET | AMHERST | MA | 01002 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NEW COVENANT CENTER | |||||||
| 174 RICHMOND HILL AVENUE | STAMFORD | CT | 06902 | NONE | PC | GENERAL SUPPORT | $200 |
| PERSON TO PERSON | |||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FOOD BANK FOR WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KEEP INC | |||||||
| 11 PARK LAKE ROAD | SPARTA | NJ | 07871 | NONE | PC | GENERAL FUNDING | $2,000 |
| ALLIANCE TO END HUNGER | |||||||
| 425 3RD STREET SW SUITE 1200 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL FUNDING | $25,000 |
| THE THOMAS MERTON CENTER | |||||||
| 43 MADISON AVENUE | BRIDGEPORT | CT | 06604 | NONE | PC | GENERAL FUNDING | $5,000 |
| VEGGIELUTION | |||||||
| 647 S KING ROAD | SAN JOSE | CA | 95116 | NONE | PC | GENERAL FUNDING | $5,000 |
| LA SOUPE INC | |||||||
| 4150 ROUND BOTTOM ROAD | CINCINNATI | OH | 45244 | NONE | PC | GENERAL FUNDING | $5,000 |
| CONNECTICUT FOOD BANK | |||||||
| 74 LINDWOOD AVENUE | FAIRFIELD | CT | 06824 | NONE | PC | GENERAL FUNDING | $2,500 |
| SOCIETY OF ST ANDREW | |||||||
| 3383 SWEET HOLLOW ROAD | BIG ISLAND | VA | 245268517 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,275 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,116 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,562 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,418 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $156,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,774 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #366-1 | $2,500,927 | $2,788,028 |
| GOLDMAN SACHS #415-1 | $762,615 | $776,371 |
| GOLDMAN SACHS #401-7 | $1,624,737 | $2,161,479 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1 INC. - 5% CONVERTIBLE NOTE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,000 | BookValueAmt |
| EOYFMV | $50,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| EOY Book Value | $3,079 | EOYBookValueAmt |
| EOYFMV | $3,079 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $20,190 | $0 | $20,190 |
| WEBSITE/AV FEES/TECH EXPENSE | $5 | $0 | $5 |
| OTHER FEES | $1,477 | $1,477 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $678 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $24,787 | Amt |
| Net Investment Income | $24,787 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,841 | $1,841 | $0 |
| RECLAIMABLE FOREIGN TAX | $58 | $58 | $0 |
| FEDERAL TAX | $1,421 | $0 | $0 |