MARION MOORE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARION MOORE FOUNDATION INC (EIN 20-0249695)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-02
- IRS object ID
- 201823069349100427
- 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
- All Oth Prog Rltd Investments Sch
- 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 | 2018-11-02T14:03:19-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132907212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRENDEL BROWN & WEISSMAN LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE - SUITE 1400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 200249695 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARION MOORE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ALSTON & BIRD LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 7044441434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S TRYON STREET NO 4000 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28280 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN BARON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7044441434 | PhoneNum |
| Signature | 2018-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P CIFICHIELLO | PreparerPersonNm |
| PTIN | P00046244 | PTIN |
| Phone | 2128679630 | PhoneNum |
| Preparation | 2018-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.20.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-02 | IPDt |
| IP Tm | 15:03:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2FC35279A7685E48C9E3AD17655EE9B352FC9BEB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9E0D65A9B0A60C90F967A0A3C6F451FCDF2F6D5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,654,336 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $216,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $274,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,522,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $274,480 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $491,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $491,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $505,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $337,433 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $167,567 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,148 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,289 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $859 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $52,050 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,449 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,601 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,658 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,501 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $359 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $359 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,605 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,036 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,569 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,957 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,957 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112,182 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $723,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $486,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $237,094 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $798,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $486,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $312,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$307,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $163,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $125,741 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,867,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,598,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,528,595 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,031,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,724,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,654,336 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,031,483 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,724,184 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,031,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,724,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,031,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,724,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,031,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$307,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,724,184 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,724,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt |
|---|---|---|---|---|---|---|
| WELLS FARGO 5846 SCHEDULE AVAILABLE | P | $574,678 | $548,125 | $26,553 | $26,553 | |
| WELLS FARGO 5846 SCHEDULE AVAILABLE | $1,943,040 | $1,699,870 | $243,170 | $243,170 | $42 | |
| CAPITAL GAINS DIVIDENDS | P | $4,757 | $4,757 | $4,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $274,480 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $313,581 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,174,092 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043710 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $607,648 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,839,849 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077508 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $546,817 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,763,431 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062398 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $889,119 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,348,109 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095112 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,189,538 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,456,667 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103829 | DistributionYr5Rt |
| Total Distribution | 0.382557 | TotalDistributionRt |
| Average Distribution | 0.076511 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,529,227 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $576,069 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $576,117 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $312,094 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,112 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,112 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,016 | OverpaymentAmt |
| Applied To ES Tax | $6,016 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ALSTON BIRD LLP | IndividualWithBooksNm |
| Phone | 7044441434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S TRYON STREET SUITE 4000 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28280 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN W CROSS IV | ||||||||
| 9055 SW 73RD CT 1109 | MIAMI | FL | 33156 | PRESIDENT & DIRECTOR | 40.00 | $255,000 | $0 | $0 |
| LOIS CROSS WILLIS | ||||||||
| 11 ARROWHEAD WAY | DARIEN | CT | 06820 | DIRECTOR | 10.00 | $105,000 | $0 | $0 |
| CYNTHIA PAGE CROSS | ||||||||
| 128 BALD HILL ROAD | NEW CAANAN | CT | 06840 | DIRECTOR | 10.00 | $105,000 | $0 | $0 |
| JOHN F BARON | ||||||||
| 2718 CHESSELL PLACE | CHARLOTTE | NC | 28226 | SECRETARY | 10.00 | $0 | $0 | $0 |
| ALICIA CROSS | ||||||||
| 9055 SW 73RD COURT 1109 | MIAMI | FL | 33156 | DIRECTOR | 10.00 | $10,000 | $0 | $0 |
| MALCOLM WILLIS | ||||||||
| 330 EAST 33RD ST | NEW YORK | NY | 10016 | DIRECTOR | 10.00 | $10,000 | $0 | $0 |
| GRACIA T WILLIS | ||||||||
| 238 EAST 58TH ST 6 | NEW YORK | NY | 10022 | DIRECTOR | 10.00 | $10,000 | $0 | $0 |
| KATHLEEN CROSS | ||||||||
| 537 SAN ESTEBAN AVENUE | CORAL GABLES | FL | 33146 | DIRECTOR | 10.00 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALSTON & BIRD LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S TRYON STREET SUITE 4000 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28280 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $52,050 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,491,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,643,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,643,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,529,227 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96 | TotalTaxAmt |
| Distributable Before Adj | $376,365 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $376,365 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $376,365 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $312,094 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $312,094 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $312,094 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $376,365 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $616,705 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $421,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,763 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $215,656 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,375,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $312,094 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $312,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $64,271 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $64,271 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,311,567 | 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 | $552,434 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $759,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $421,714 | ExcessFromYear4Amt |
| Excess From Year3 | $121,763 | ExcessFromYear3Amt |
| Excess From Year2 | $215,656 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF GREENWICH | |||||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PUBLIC | GENERAL SUPPORT OF CHARITABLE ORGANIZATION | $25,000 | |||
| FAMILY CENTERS INC | |||||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | PUBLIC | GENERAL SUPPORT OF CHARITABLE ORGANIZATION | $10,000 | |||
| NORWALK HOSPITAL FOUNDATION | |||||||||
| MAPLE STREET | NORWALK | CT | 06856 | PUBLIC | GENERAL SUPPORT OF CHARITABLE ORGANIZATION | $25,000 | |||
| NEWBURY SPRING FESTIVAL | |||||||||
| PUBLIC | GENERAL SUPPORT OF CHARITABLE ORGANIZATION | $15,000 | 1 BRIDGE STREET | BERKSHIRE | UK | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | 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 | $216,721 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $274,480 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $491,201 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $491,201 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $6,598,443 | EOYBookValueAmt |
| EOYFMV | $7,528,595 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALSTON & BIRD | CategoryTxt |
| Legal Fees | $52,050 | LegalFeesAmt |
| Net Investment Income | $20,449 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,601 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $40 | $0 | $40 |
| ADVISORY FEES | $110,926 | $110,926 | $0 |
| PAYROLL FEES | $1,256 | $1,256 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE | CategoryTxt |
| Amt | $3,159 | Amt |
| Net Investment Income | $1,658 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,501 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES-NET OF REFUNDS | $26,417 | $5,848 | $20,569 |
| FOREIGN TAX - PORTFOLIO ACCT | $7,188 | $7,188 | $0 |