CORNOLIA COGSWELL ROSSI FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CORNOLIA COGSWELL ROSSI FOUNDATION INC (EIN 20-1420345)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349101591
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T10:40:49-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 201420345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cornelia Cogswell Rossi Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CORN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES B KAUFMANN II | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,348,571 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,959 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,959 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $258,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $258,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $918,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,526,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $930,595 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,186,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,198,347 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $60,173 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $60,173 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $53,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,025 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $55,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $55,281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $115,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,463,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,463,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,639,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,579,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$452,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,145,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,064,246 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,651,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,651,296 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,108 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,109 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,108 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,108 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,970,382 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,223,058 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,935,937 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,049,687 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,753,432 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,756,230 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,085,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,632,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,348,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,085,424 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,632,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,085,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,632,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,085,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,632,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,085,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$452,530 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,632,894 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,632,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,526,019 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,595,424 | CostOrOtherBasisAmt |
| Gain Or Loss | $930,595 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $930,595 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $930,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,572,116 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,417,234 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.109044 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,731,788 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,843,954 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.109303 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,959,214 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,595,176 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111349 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,145,378 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,562,222 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065218 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,876,508 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,613,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106539 | DistributionYr5Rt |
| Total Distribution | 0.501453 | TotalDistributionRt |
| Average Distribution | 0.100291 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,934,315 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,397,486 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,453 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,408,939 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,579,054 | 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 | $11,453 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,453 | SubtotalAmt |
| Tax Based On Investment Income | $11,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,027 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,027 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,426 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Charles B Kaufmann III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 5.0 | $0 | $0 | $0 |
| John R Raben Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, VP | 2.0 | $0 | $0 | $0 |
| Laurie A Warren | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Shipman & Goodwin LLP | |||||
| 289 Greenwich Ave | Greenwich | CT | 06830 | Legal | $60,173 |
| Foundation Source | |||||
| 55 Walls Drive 3rd fl | Fairfield | CT | 06824 | Administrative | $55,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,372,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,774,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,146,513 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,146,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,934,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $696,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $696,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,453 | TotalTaxAmt |
| Distributable Before Adj | $685,263 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $685,263 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $685,263 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,579,054 | 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 | $1,579,054 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,453 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,567,601 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $685,263 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $562,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $282,937 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,095,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $957,198 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $867,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,765,682 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,579,054 | QualifyingDistributionsAmt |
| Applied To Current Year | $685,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $893,791 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,659,473 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $562,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,096,567 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $282,937 | ExcessFromYear4Amt |
| Excess From Year3 | $1,095,441 | ExcessFromYear3Amt |
| Excess From Year2 | $957,198 | ExcessFromYear2Amt |
| Excess From Year1 | $867,200 | ExcessFromYear1Amt |
| Excess From Current Year | $893,791 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA-1 FOUNDATION INC | |||||||
| 3300 PONCE DE LEON BLVD | CORAL GABLES | FL | 33134 | N/A | PC | translational research Project | $1,000 |
| ALS THERAPY DEVELOPMENT FOUNDATION INC | |||||||
| 300 TECHNOLOGY SQ STE 400 | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $2,500 |
| ALZHEIMER'S ASSOCIATION - CONNECTICUT CHAPTER | |||||||
| 200 EXECUTIVE BLVD STE 4B | SOUTHINGTON | CT | 06489 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN CANCER SOCIETY INC - NORTHERN NEW ENGLAND | |||||||
| 1 BOWDOIN MILL ISLAND STE 300 | TOPSHAM | ME | 04086 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | Hurricane Harvey Disaster Relief Fund | $50,000 |
| AMERICAN SCHOOL FOR THE DEAF | |||||||
| 139 N MAIN ST | WEST HARTFORD | CT | 06107 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Hurricane Harvey and related tropical storm relief including medical care | $25,000 |
| AMERICARES FREE CLINIC INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Stamford Free Clinic Project | $25,000 |
| B CURED INC | |||||||
| PO BOX 1071 | GREENWICH | CT | 06836 | N/A | PC | to fund brain tumor research | $1,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $7,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | Barnard giving day Fund | $2,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | class of 1963 endowed scholarship fund | $1,000 |
| BERKSHIRE SCHOOL INC | |||||||
| 245 N UNDERMOUNTAIN RD | SHEFFIELD | MA | 01257 | N/A | PC | General & Unrestricted | $10,000 |
| BERKSHIRE SCHOOL INC | |||||||
| 245 N UNDERMOUNTAIN RD | SHEFFIELD | MA | 01257 | N/A | PC | One Day for Berkshire Climb Fund | $2,000 |
| BOYS HOPE GIRLS HOPE OF NEW YORK INC | |||||||
| LASALLE HALL 367 CLERMONT AVE | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $1,000 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $4,000 |
| BUCKLEY SCHOOL IN THE CITY OF NEW YORK | |||||||
| 113 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | Centennial Building Campaign | $10,000 |
| BUFFALO BILL MEMORIAL ASSOCIATION | |||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | N/A | PC | General & Unrestricted | $5,000 |
| CAMDEN PUBLIC LIBRARY | |||||||
| 55 MAIN ST | CAMDEN | ME | 04843 | N/A | GOV | General & Unrestricted | $3,000 |
| CAMP SUNSHINE AT SEBAGO LAKE INC | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PC | General & Unrestricted | $50,000 |
| CARDINAL QUARTERBACK CLUB INC | |||||||
| 11 COVE RIDGE LN | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $2,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 1818 LIBRARY ST STE 500 | RESTON | VA | 20190 | N/A | PC | General & Unrestricted | $2,500 |
| CONNECTICUT FOOD BANK INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | General & Unrestricted | $3,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | N/A | PC | Fisher House Connecticut Fund | $25,000 |
| FOOD BANK OF LOWER FAIRFIELD COUNTY INC | |||||||
| 461 GLENBROOK RD | STAMFORD | CT | 06906 | N/A | PC | General & Unrestricted | $4,500 |
| FOOD RESCUE US INC | |||||||
| 27 ANN ST | NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $25,000 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | Second Century Campaign Organizational Endowment Fund | $100,000 |
| FRIENDS OF NATHANIEL WITHERELL INC | |||||||
| 70 PARSONAGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,500 |
| GLENVILLE MAVERICKS INC | |||||||
| 35 FIELD POINT RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,500 |
| GOOD SHEPHERD FOOD-BANK | |||||||
| PO BOX 1807 | AUBURN | ME | 04211 | N/A | PC | President's Fund to End Hunger | $50,000 |
| GOODWILL OF WESTERN AND NORTHERN CONNECTICUT INC | |||||||
| 165 OCEAN TER | BRIDGEPORT | CT | 06605 | N/A | PC | General & Unrestricted | $1,000 |
| GRAND CANYON ASSOCIATION | |||||||
| PO BOX 399 | GRAND CANYON | AZ | 86023 | N/A | PC | General & Unrestricted | $500 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $18,000 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER RD EXT | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $2,000 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 623 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $22,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH HISTORICAL SOCIETY INC | |||||||
| 39 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,500 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $5,000 |
| GREENWICH TREE CONSERVANCY INC | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $500 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $4,500 |
| ISLAND CONNECTIONS | |||||||
| 93 COTTAGE ST STE 300 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $25,000 |
| ISLAND INSTITUTE | |||||||
| 386 MAIN ST | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $25,000 |
| LEWA WILDLIFE CONSERVANCY USA | |||||||
| 38 MILLER AVE BOX 507 | MILL VALLEY | CA | 94941 | N/A | PC | General & Unrestricted | $12,500 |
| LIFEFLIGHT OF MAINE LLC | |||||||
| PO BOX 899 | CAMDEN | ME | 04843 | N/A | PC | General & Unrestricted | $50,000 |
| MAINE SEACOAST MISSION | |||||||
| 127 W ST | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $50,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | General & Unrestricted | $500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | Leadership Council for Psychiatry | $10,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | leadership council for psychiatry | $2,100 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | MGH Center for Law, Brain & Behavior | $500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $2,500 |
| MORYS PRESERVATION INC | |||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $500 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| 10 WAYMAN LN | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $50,000 |
| MOUNT DESERT NURSING ASSOCIATION | |||||||
| PO BOX 397 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL EXECUTIVE SERVICE CORPS | |||||||
| 1177 AVE OF THE AMERICAS FL 5 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL EXECUTIVE SERVICE CORPS | |||||||
| 1177 AVE OF THE AMERICAS FL 5 | NEW YORK | NY | 10036 | N/A | PC | Charitable Event | $1,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| BLDG 27 STE 3 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | White Mountain National Forest Fund | $50,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| BLDG 27 STE 3 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | White Mountain National Forest Fund | $100,000 |
| NORTH HAVEN FOUNDATION | |||||||
| PO BOX 664 | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $20,000 |
| NORTHEAST HARBOR AMBULANCE SERVICE INC | |||||||
| PO BOX 122 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $25,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 1 PARK AVE 17TH FL | NEW YORK | NY | 10016 | N/A | PC | Stephen E. Banner Fund for Lung Cancer Research | $2,500 |
| PACIFIC HOUSE INC | |||||||
| 137 HENRY ST STE 205 | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,000 |
| SALISBURY SCHOOL INC | |||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | N/A | PC | The Sixth Form Parents Fund - The Class of 2017 Quadrangle Campaign | $15,000 |
| SALVATION ARMY - GREATER HARTFORD AREA SERVICES | |||||||
| 217 WASHINGTON ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $4,500 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $1,500 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | medical services fund | $1,000 |
| SIMPLY SMILES INC | |||||||
| 1771 POST RD E | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $1,000 |
| SIMPLY SMILES INC | |||||||
| 1771 POST RD E | WESTPORT | CT | 06880 | N/A | PC | Reservation/USA Program | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL MSC 512 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $2,000 |
| THE ANDREW K DWYER FOUNDATION | |||||||
| 756 GUARD HILL RD | BEDFORD | NY | 10506 | N/A | PC | General & Unrestricted | $1,000 |
| THE MARITIME AQUARIUM AT NORWALK INC | |||||||
| 10 N WATER ST | SOUTH NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $3,500 |
| THE TRANSPORTATION ASSOCIATION OF GREENWICH INC | |||||||
| 13 RIVERSIDE AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $1,000 |
| THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC | |||||||
| 216 MAIN ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF PHILLIPS ACADEMY | |||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | General & Unrestricted | $2,000 |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | N/A | PC | The Charger Challenge Campaign | $7,500 |
| VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY | |||||||
| PO BOX 489 | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $3,500 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $3,000 |
| WIDENER UNIVERSITY | |||||||
| ONE UNIVERSITY PL | CHESTER | PA | 19013 | N/A | PC | Oskin Leadership Institute Project | $10,000 |
| WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM INC | |||||||
| 356 MAIN ST | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $3,000 |
| WILLIAM F BUCKLEY JR PROGRAM AT YALE | |||||||
| 234 CHURCH ST 7TH FL | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $5,000 |
| YALE ALUMNI CHORUS FOUNDATION INC | |||||||
| 1140 CHAPEL ST | NEW HAVEN | CT | 06511 | N/A | PC | Joe Rossi Scholarship Fund | $100,000 |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $2,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Connie and Joe Rossi Fund for Nursing | $100,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Connie and Joe Rossi Fund for Public Health | $100,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Renovation of Manuscripts and Archives in Sterling Memorial Library | $125,000 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 117 | YELLOWSTONE NATL PARK | WY | 82190 | N/A | PC | General & Unrestricted | $5,000 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 117 | YELLOWSTONE NATL PARK | WY | 82190 | N/A | PC | Capital Campaign - Wilderness Forever Fund | $25,000 |
| YWCA GREENWICH CONNECTICUT INC | |||||||
| 259 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Charitable Event | $5,000 |
| ZELIENOPLE HISTORICAL SOCIETY | |||||||
| 243 S MAIN ST | ZELIENOPLE | PA | 16063 | N/A | PC | General & Unrestricted | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,463,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| 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 | $8,959 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,793 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $918,897 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,186,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,186,649 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CREDIT MTN - | $301,854 | $298,994 |
| CHEVRON CORP - 1.172% - 06/24/ | $302,199 | $300,000 |
| CVS CAREMARK CORP - 1.900% - 0 | $303,948 | $299,910 |
| GOLDMAN SACHS BND - 2.600% - 0 | $301,323 | $300,408 |
| IBM CORP - 1.125% - 02/06/2018 | $349,325 | $349,787 |
| MORGAN STANLEY - 2.500% - 01/2 | $302,778 | $300,744 |
| ORACLE CORP SR NT - 2.250% - 1 | $308,271 | $301,356 |
| PEPSICO INC - 5.000% - 06/01/2 | $282,480 | $303,929 |
| WELLS FARGO - 2.550% - 12/07/2 | $301,254 | $301,102 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $56,863 | $193,420 |
| AFLAC INC | $45,470 | $87,780 |
| AIR PRODS & CHEM INC | $56,842 | $164,080 |
| ALPHABET INC CL A | $119,069 | $158,010 |
| ALTRIA GROUP INC | $54,015 | $214,230 |
| AMERICAN EXPRESS CO | $67,546 | $198,620 |
| APPLE INC | $37,529 | $507,690 |
| BANK OF AMERICA CORP | $61,035 | $88,560 |
| CERNER CORPORATION | $80,623 | $101,085 |
| CHEVRON CORP | $144,590 | $250,380 |
| CISCO SYSTEMS INC | $104,580 | $229,800 |
| CVS CAREMARK CORP | $60,090 | $145,000 |
| DEERE CO | $37,181 | $156,510 |
| EMERSON ELECTRIC CO | $79,238 | $174,225 |
| EVERSOURCE ENERGYINC | $98,403 | $252,720 |
| EXPRESS SCRIPTS HOLDING CO | $89,972 | $223,920 |
| EXXON MOBIL CORP | $146,070 | $167,280 |
| GENERAL ELECTRIC CO | $93,450 | $87,250 |
| GILEAD SCIENCES INC | $45,584 | $143,280 |
| HARBOR FDS INTL FD | $511,666 | $737,796 |
| HOME DEPOT INC | $21,245 | $189,530 |
| INTERNATIONAL BUSINESS MACHINE | $85,480 | $153,420 |
| JOHNSON & JOHNSON | $118,770 | $279,440 |
| JP MORGAN CHASE | $125,608 | $358,249 |
| LAZARD EMERGING MARKETS EQUITY | $103,949 | $106,407 |
| LOWES COMPANIES INC | $47,651 | $185,880 |
| MCDONALD'S CORP | $54,890 | $172,120 |
| MONDELEZ INTERNATIONAL INC | $40,866 | $94,759 |
| MONSANTO CO | $86,945 | $116,780 |
| NATL OILWELL VARCO | $113,702 | $108,060 |
| NETAPP, INC | $66,500 | $276,600 |
| NEXTERA ENERGY, INC | $81,027 | $281,142 |
| PARKER HANNIFIN CP | $36,480 | $199,580 |
| PAYPAL HOLDINGS, INC | $68,610 | $73,620 |
| PEPSICO INC | $110,410 | $239,840 |
| PFIZER INC | $66,800 | $144,880 |
| PRAXAIR INC | $61,995 | $154,680 |
| PROCTER GAMBLE CO | $128,260 | $183,760 |
| SCHLUMBERGER LTD | $145,342 | $181,953 |
| TARGET CORPORATION | $92,700 | $97,875 |
| TETRA TECH INC | $79,685 | $144,450 |
| TJX COMPANIES INC | $89,023 | $114,690 |
| UNITED TECHNOLOGIES CORP | $51,055 | $127,570 |
| US BANCORP | $81,219 | $80,370 |
| VANGUARD SM-CAP ETF | $27,867 | $29,560 |
| VERIZON COMMUNICATIONS | $57,232 | $108,401 |
| VMWARE INC | $85,821 | $125,320 |
| WELLS FARGO & CO | $56,705 | $121,340 |
| YUM BRANDS INC | $47,405 | $204,025 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $60,173 | LegalFeesAmt |
| Disbursements Charitable Prps | $60,173 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $55,231 | $55,231 |
| State or Local Filing Fees | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $53,025 | Amt |
| Net Investment Income | $53,025 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2017 | CategoryTxt |
| Amt | $7,100 | Amt |