CORNOLIA COGSWELL ROSSI FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CORNOLIA COGSWELL ROSSI FOUNDATION INC (EIN 20-1420345)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-04
- IRS object ID
- 201722169349100207
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2017-08-04T12:05:08-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 III | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-07-21 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520172165000020 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-08-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,266,374 | 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 | $2,661 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $255,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $514,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,764,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $595,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $772,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $852,973 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $56,553 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $56,553 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,714 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,714 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,704 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $57,136 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $57,136 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $179,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,689 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,466,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,466,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,645,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,580,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$872,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $797,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,928,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,064,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,064,246 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,109 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,109 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,109 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,373,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,970,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,129,983 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,655,735 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,049,687 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,071,036 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,958,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,085,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,266,374 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,958,285 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,085,424 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,958,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,085,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,958,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,085,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,958,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$872,861 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,085,424 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,085,424 | 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 | $1,764,437 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,169,412 | CostOrOtherBasisAmt |
| Gain Or Loss | $595,025 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $595,025 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $595,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,731,788 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,843,954 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.109303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,959,214 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,595,176 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111349 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,145,378 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,562,222 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065218 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,876,508 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,613,395 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106539 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $898,011 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,736,818 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05063 | DistributionYr5Rt |
| Total Distribution | 0.443039 | TotalDistributionRt |
| Average Distribution | 0.088608 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,417,234 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,277,482 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,973 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,285,455 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,580,089 | 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 | $7,973 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,973 | SubtotalAmt |
| Tax Based On Investment Income | $7,973 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $927 | OverpaymentAmt |
| Applied To ES Tax | $927 | AppliedToESTaxAmt |
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 | VP / Treas | 2.0 | $0 | $0 | $0 |
| Laurie A Warren | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Sec | 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 |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive | Fairfield | CT | 06824 | Administrative | $57,086 |
| Shipman & Goodwin LLP | |||||
| 289 Greenwich Ave | Greenwich | CT | 06830 | Legal Services | $56,553 |
| 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 | $10,887,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,749,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,636,786 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,636,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,417,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $720,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $720,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,973 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,973 | TotalTaxAmt |
| Distributable Before Adj | $712,889 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $712,889 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $712,889 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,580,089 | 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 | $1,580,089 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,973 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,572,116 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $712,889 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $562,906 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $282,937 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,095,441 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $957,198 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,898,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,580,089 | QualifyingDistributionsAmt |
| Applied To Current Year | $712,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $867,200 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,765,682 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,765,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $562,906 | ExcessFromYear4Amt |
| Excess From Year3 | $282,937 | ExcessFromYear3Amt |
| Excess From Year2 | $1,095,441 | ExcessFromYear2Amt |
| Excess From Year1 | $957,198 | ExcessFromYear1Amt |
| Excess From Current Year | $867,200 | 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 (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS THERAPY DEVELOPMENT FOUNDATION INC | |||||||
| 300 TECHNOLOGY SQ STE 400 | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $1,500 |
| ALZHEIMER'S ASSOCIATION - CONNECTICUT CHAPTER | |||||||
| 200 EXECUTIVE BLVD STE 4B | SOUTHINGTON | CT | 06489 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN NATIONAL RED CROSS - GREENWICH CHAPTER | |||||||
| 99 INDIAN FIELD RD | GREENWICH | CT | 06830 | N/A | PC | Louisiana Flood Relief Effort Project | $25,000 |
| AMERICARES FREE CLINIC INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Stamford Free Clinic Project | $25,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $5,000 |
| BERKSHIRE SCHOOL INC | |||||||
| 245 N UNDERMOUNTAIN RD | SHEFFIELD | MA | 01257 | N/A | PC | Hail Berkshire campaign | $25,000 |
| BERKSHIRE SCHOOL INC | |||||||
| 245 N UNDERMOUNTAIN RD | SHEFFIELD | MA | 01257 | N/A | PC | Hail Berkshire Campaign | $25,000 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $3,500 |
| BUCKLEY SCHOOL IN THE CITY OF NEW YORK | |||||||
| 113 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | Centennial Building Campaign | $10,000 |
| CAMDEN PUBLIC LIBRARY | |||||||
| 55 MAIN ST | CAMDEN | ME | 04843 | N/A | GOV | Millay Society Program | $1,200 |
| CAMP SUNSHINE AT SEBAGO LAKE INC | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PC | General & Unrestricted | $50,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 419 3RD ST N | JACKSONVILLE BEACH | FL | 32250 | N/A | PC | General & Unrestricted | $5,000 |
| COLUMBIA COLLEGE OF COLUMBIA UNIVERSITY | |||||||
| 475 RIVERSIDE DR RM 917 | NEW YORK | NY | 10115 | N/A | PC | Carroll Adams Scholarship Fund | $5,000 |
| CONNECTICUT FOOD BANK INC | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 06512 | N/A | PC | General & Unrestricted | $3,000 |
| COVENANT HOUSE | |||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | PC | sleep out Fund | $500 |
| FOOD BANK OF LOWER FAIRFIELD COUNTY INC | |||||||
| 461 GLENBROOK RD | STAMFORD | CT | 06906 | N/A | PC | General & Unrestricted | $6,500 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | Second Century Campaign Organizational Endowment Fund | $200,000 |
| FRIENDS OF NATHANIEL WITHERELL INC | |||||||
| 70 PARSONAGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,500 |
| GOODWILL OF WESTERN AND NORTHERN CONNECTICUT INC | |||||||
| 165 OCEAN TER | BRIDGEPORT | CT | 06605 | N/A | PC | General & Unrestricted | $2,500 |
| GRAND CANYON ASSOCIATION | |||||||
| PO BOX 399 | GRAND CANYON | AZ | 86023 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $5,000 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER RD EXT | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $2,500 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $4,500 |
| 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 | $2,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,000 |
| GREENWICH REBOUNDERS CLUB | |||||||
| 125 STONEHEDGE DR N | GREENWICH | CT | 06831 | N/A | PC | Greenwich Boys Basketball Team Fundraiser | $200 |
| 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 | $2,000 |
| ISLAND CONNECTIONS | |||||||
| 15 EAGLE LAKE RD | 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 |
| JACKSON LABORATORY | |||||||
| 600 MAIN ST | BAR HARBOR | ME | 04609 | N/A | PC | Cornelia Cogswell Rossi Neurobehavioral Biometry Center Project | $325,000 |
| LEWA WILDLIFE CONSERVANCY USA | |||||||
| 38 MILLER AVE BOX 507 | MILL VALLEY | CA | 94941 | N/A | PC | General & Unrestricted | $7,500 |
| LEWA WILDLIFE CONSERVANCY USA | |||||||
| 38 MILLER AVE BOX 507 | MILL VALLEY | CA | 94941 | N/A | PC | Lewa Rangers Team Uniforms Project | $3,000 |
| LIFEFLIGHT OF MAINE LLC | |||||||
| PO BOX 899 | CAMDEN | ME | 04843 | N/A | PC | General & Unrestricted | $50,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | General & Unrestricted | $1,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 100 CAMBRIDGE ST STE 1310 | BOSTON | MA | 02114 | N/A | PC | MGH Center for Law, Brain & Behavior Program | $2,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $2,500 |
| MORYS PRESERVATION INC | |||||||
| 305 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $2,500 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| 10 WAYMAN LN | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $50,000 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| 10 WAYMAN LN | BAR HARBOR | ME | 04609 | N/A | PC | Emergency Generator Fund | $50,000 |
| MOUNT DESERT NURSING ASSOCIATION | |||||||
| PO BOX 397 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL AUDUBON SOCIETY - GREENWICH | |||||||
| 613 RIVERSVILLE RD | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 Fort Missoula Rd 3 | MISSOULA | MT | 59804 | N/A | PC | General & Unrestricted | $2,500 |
| NORTH HAVEN FOUNDATION | |||||||
| PO BOX 664 | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $20,000 |
| NORTH HAVEN SUSTAINABLE HOUSING | |||||||
| PO BOX 373 | NORTH HAVEN | ME | 04853 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | $1,000 |
| PILOBOLUS INC | |||||||
| PO BOX 388 | WASHINGTON DT | CT | 06794 | N/A | PC | General & Unrestricted | $2,500 |
| SALISBURY SCHOOL INC | |||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | N/A | PC | The Sixth Form Parents Fund - The Class of 2017 Quadrangle Campaign | $10,000 |
| SALVATION ARMY - GREATER HARTFORD AREA SERVICES | |||||||
| 217 WASHINGTON ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $4,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $1,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | For medical services at the hospital which the Shriners organization deems to have the greatest need | $1,000 |
| SIMPLY SMILES INC | |||||||
| 1771 POST RD E | WESTPORT | CT | 06880 | N/A | PC | Reservation/USA Program | $1,000 |
| SQUASH HAVEN INC | |||||||
| 70 TOWER PKWY | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL MS512 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $2,500 |
| THE ANDREW K DWYER FOUNDATION | |||||||
| 756 GUARD HILL RD | BEDFORD | NY | 10506 | N/A | PC | General & Unrestricted | $1,000 |
| THE MAINE SEA COAST MISSION | |||||||
| 127 W ST | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $50,000 |
| THE MARITIME AQUARIUM AT NORWALK INC | |||||||
| 10 N WATER ST | SOUTH NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $2,500 |
| THE TRANSPORTATION ASSOCIATION OF GREENWICH INC | |||||||
| 13 RIVERSIDE AVE | RIVERSIDE | CT | 06878 | N/A | PC | Safe Rides Program | $1,500 |
| THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC | |||||||
| 216 MAIN ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $3,500 |
| TRUSTEES OF PHILLIPS ACADEMY | |||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | Charitable Event | $2,500 |
| VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY | |||||||
| PO BOX 489 | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $2,500 |
| WATERMANS COMMUNITY CENTER | |||||||
| PO BOX 526 | NORTH HAVEN | ME | 04853 | N/A | PC | General & Unrestricted | $1,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $4,500 |
| WIDENER UNIVERSITY | |||||||
| ONE UNIVERSITY PL | CHESTER | PA | 19013 | N/A | PC | Oskin Leadership Institute Project | $10,000 |
| WILLIAM F BUCKLEY JR PROGRAM AT YALE | |||||||
| 234 CHURCH ST 7TH FL | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $2,000 |
| WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | SO I | General & Unrestricted | $1,000 |
| YALE ALUMNI CHORUS FOUNDATION INC | |||||||
| 1140 CHAPEL ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | Yale Alumni Fund (Class of 1966) | $2,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Alumni Fund (Class of 1966) | $3,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Squash/Skillman Program | $2,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | Yale Glee Club Associates Fund | $1,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | Kingman Brewster papers Project | $2,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | Yale University Art Gallery and the Cornelia Cogswell Rossi Gallery of Art of the Ancient Americas | $300,000 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 117 | YELLOWSTONE NATL PARK | WY | 82190 | N/A | PC | General & Unrestricted | $5,000 |
| ZELIENOPLE HISTORICAL SOCIETY | |||||||
| 243 S MAIN ST | ZELIENOPLE | PA | 16063 | N/A | PC | General & Unrestricted | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,466,400 | 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 | $2,661 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,287 | 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 | $514,698 | 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 | $772,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $772,646 | 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 (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORP - 1.172% - 06/24/ | $302,199 | $300,918 |
| CVS CAREMARK CORP - 1.900% - 0 | $303,948 | $301,152 |
| GE CAP CORP - 1.600% - 11/20/2 | $301,496 | $300,801 |
| IBM CORP - 1.125% - 02/06/2018 | $249,445 | $249,433 |
| ORACLE CORP SR NT - 2.250% - 1 | $308,271 | $303,639 |
| PEPSICO INC - 5.000% - 06/01/2 | $282,480 | $314,655 |
| UNITEDHEALTH GROUP INC - 1.400 | $301,848 | $300,438 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $56,863 | $125,240 |
| AFLAC INC | $90,940 | $139,200 |
| AIR PRODS & CHEM INC | $94,595 | $258,876 |
| ALPHABET INC CL A | $68,322 | $71,321 |
| ALTRIA GROUP INC | $54,015 | $202,860 |
| AMERICAN EXPRESS CO | $80,016 | $185,200 |
| APPLE INC | $43,784 | $405,370 |
| BANK OF AMERICA CORP | $61,035 | $66,300 |
| BORG WARNER INC | $96,919 | $78,880 |
| CERNER CORPORATION | $80,623 | $71,055 |
| CHEVRON CORP | $144,590 | $235,400 |
| CISCO SYSTEMS INC | $104,580 | $181,320 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $71,098 | $67,236 |
| CVS CAREMARK CORP | $90,135 | $236,730 |
| DEERE CO | $37,181 | $103,040 |
| EMERSON ELECTRIC CO | $95,085 | $167,250 |
| EVERSOURCE ENERGYINC | $109,608 | $248,535 |
| EXPRESS SCRIPTS HOLDING CO | $104,760 | $240,765 |
| EXXON MOBIL CORP | $182,587 | $225,650 |
| GENERAL ELECTRIC CO | $134,568 | $227,520 |
| GILEAD SCIENCES INC | $79,233 | $250,635 |
| HARBOR FDS INTL FD | $480,310 | $610,963 |
| HOME DEPOT INC | $21,245 | $134,080 |
| INTERNATIONAL BUSINESS MACHINE | $85,480 | $165,990 |
| JOHNSON & JOHNSON | $118,770 | $230,420 |
| JP MORGAN CHASE | $125,608 | $289,072 |
| LAZARD EMERGING MARKETS EQUITY | $103,949 | $84,828 |
| LOWES COMPANIES INC | $58,320 | $177,800 |
| MCDONALD'S CORP | $54,890 | $121,720 |
| MONDELEZ INTERNATIONAL INC | $40,866 | $98,147 |
| MONSANTO CO | $86,945 | $105,210 |
| NATL OILWELL VARCO | $154,186 | $149,760 |
| NETAPP, INC | $66,500 | $176,350 |
| NEXTERA ENERGY, INC | $90,030 | $238,920 |
| PACCAR INC | $26,565 | $63,900 |
| PARKER HANNIFIN CP | $36,480 | $140,000 |
| PEPSICO INC | $138,013 | $261,575 |
| PFIZER INC | $116,900 | $227,360 |
| PHILIP MORRIS INTL | $62,918 | $137,235 |
| PRAXAIR INC | $92,993 | $175,785 |
| PROCTER GAMBLE CO | $128,260 | $168,160 |
| QUALCOMM INC | $126,455 | $130,400 |
| SCHLUMBERGER LTD | $145,342 | $226,665 |
| TARGET CORPORATION | $92,700 | $108,345 |
| TETRA TECH INC | $106,246 | $172,600 |
| TJX COMPANIES INC | $89,023 | $112,695 |
| UNITED TECHNOLOGIES CORP | $76,583 | $164,430 |
| VERIZON COMMUNICATIONS | $57,232 | $109,322 |
| VMWARE INC | $131,181 | $118,095 |
| VSM | $8,875 | $25,263 |
| WELLS FARGO & CO | $99,118 | $192,885 |
| YUM BRANDS INC | $47,405 | $158,325 |
| YUM CHINA HOLDINGS INC | $20,457 | $65,300 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $56,553 | LegalFeesAmt |
| Disbursements Charitable Prps | $56,553 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $57,086 | $57,086 |
| 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 | $55,714 | Amt |
| Net Investment Income | $55,714 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $8,900 |
| 990-PF Extension for 2015 | $804 |