THE MEIER AND LINNARTZ FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE MEIER AND LINNARTZ FAMILY FOUNDATION (EIN 80-0901232)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-21
- IRS object ID
- 201612959349100211
- Schema version
- 2015v2.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-21T13:46:10-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 NEWMAN SPRINGS RD STE 125 | AddressLine1Txt |
| City | RED BANK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077016765 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800901232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEIER AND LINNARTZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN LINNARTZ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN LINNARTZ | InCareOfNm |
| Business Name Control | MEIE | BusinessNameControlTxt |
| Phone | 2034425228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 286 JELLIFF MILL ROAD | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LINNARTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2034425228 | PhoneNum |
| Signature | 2016-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TED NAPPI CPA | PreparerPersonNm |
| PTIN | P01029666 | PTIN |
| Phone | 7328423113 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,579,260 | 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 |
| Interest On Sav Rev And Expnss | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,214,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,865,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,214,630 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,197 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $216 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,334,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,330,661 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,671 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,329 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $52,892 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,634 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,258 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,255 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,255 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,214 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,607 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,607 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,314 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,314 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,500 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $5,500 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,812 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,812 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $280 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $280 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,964 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,037 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,078 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,384 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,384 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $363,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $970,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,210,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,109,664 | CashBOYAmt |
| Cash EOY | $360,430 | CashEOYAmt |
| Cash EOYFMV | $360,430 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,889,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,685,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,685,344 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,445 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,533,486 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,533,486 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,061,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,579,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,579,260 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,061,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,579,260 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,061,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,579,260 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,061,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,579,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,061,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $970,990 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,032,427 | SubtotalAmt |
| Other Decreases | $1,453,167 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,579,260 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BBH CORE SELECT | 2012-04-09 | 2015-01-16 | $284,321 | $209,215 | $75,106 | $75,106 | |
| VANGUARD PRIMECAP CORE | 2009-02-10 | 2015-01-16 | $1,181,972 | $485,041 | $696,931 | $696,931 | |
| ROPER INDS INC | 2008-10-16 | 2015-01-21 | $92,065 | $26,167 | $65,898 | $65,898 | |
| VANGUARD FTSE EMERGING MARKETS | 2011-01-25 | 2015-01-21 | $56,028 | $65,619 | -$9,591 | -$9,591 | |
| HIGHLAND VINEYARDS PARTNERSHIP INTEREST | 2009-01-01 | 2015-08-07 | $50,984 | $29,771 | $21,213 | $21,213 | |
| BBH CORE SELECT | 2012-04-09 | 2015-11-12 | $50,000 | $35,724 | $14,276 | $14,276 | |
| FPA CRESCENT FUND | 2011-04-18 | 2015-11-12 | $50,000 | $41,721 | $8,279 | $8,279 | |
| VANGUARD PRIMECAP CORE | 2009-02-10 | 2015-11-12 | $50,000 | $19,605 | $30,395 | $30,395 | |
| VULCAN VALUE PARTNERS FUND | 2015-01-15 | 2015-11-12 | $50,000 | $49,893 | $107 | $107 | |
| CAPITAL GAIN DIVIDENDS | $290,305 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,214,630 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,451 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,933,573 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000386 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.000386 | TotalDistributionRt |
| Average Distribution | 0.000193 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,659,822 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,671 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,105 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,776 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $243,462 | 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 | $12,105 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,105 | SubtotalAmt |
| Tax Based On Investment Income | $12,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,821 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $16,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $18,821 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,716 | OverpaymentAmt |
| Applied To ES Tax | $6,716 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN LINNARTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2034425228 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 286 JELLIFF MILL ROAD | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | 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 (5 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 LINNARTZ | ||||||||
| 286 JELLIFF MILL ROAD | NEW CANAAN | CT | 06840 | PRESIDENT | 5.0 | $21,667 | $0 | $0 |
| CHARLES MEIER | ||||||||
| 286 JELLIFF MILL ROAD | NEW CANAAN | CT | 06840 | SECRETARY/DIRECTOR | 5.0 | $21,667 | $0 | $0 |
| VICTORIA LINNARTZ | ||||||||
| 286 JELLIFF MILL ROAD | NEW CANAAN | CT | 06840 | TREASURER/DIRECTOR | 5.0 | $0 | ||
| ANNE MEIER | ||||||||
| 286 JELLIFF MILL ROAD | NEW CANAAN | CT | 06840 | DIRECTOR | 5.0 | $0 | ||
| WALTER MEIER | ||||||||
| 286 JELLIFF MILL ROAD | NEW CANAAN | CT | 06840 | DIRECTOR | 5.0 | $21,666 | $0 | $0 |
| 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 | $5,800,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,699,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,291,831 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,791,697 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,791,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,659,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $432,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $432,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,105 | TotalTaxAmt |
| Distributable Before Adj | $420,886 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $420,886 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $420,886 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,462 | 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 | $243,462 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,105 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $231,357 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420,886 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,261,232 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,261,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $243,462 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $177,424 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $177,424 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,083,808 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,083,808 | ExcessDistriCyovFromYr5Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SAXE PTC | |||||||
| 468 SOUTH AVENUE | NEW CANAAN | CT | 06840 | N/A | GENERAL SUPPORT | $400 | |
| THE SCHOOL OF THE HOLY CHILD | |||||||
| 2225 WESTCHESTER AVE | RYE | NY | 10580 | N/A | GENERAL SERVICE | $7,300 | |
| Cold Spring Harbor Laboratory | |||||||
| 1 Bungtown Road | Cold Spring Harbor | NY | 11724 | N/A | GENERAL SUPPORT | $42,100 | |
| Dee Norton Lowcountry Children's Center | |||||||
| 1061 KING STREET | CHARLESTON | SC | 29403 | N/A | GENERAL SUPPORT | $3,000 | |
| DENISON UNIVERSITY | |||||||
| PO Box 716 | GRANVILLE | OH | 43023 | N/A | GENERAL SUPPORT | $2,500 | |
| Glenada Casino Foundation | |||||||
| 101 Shore Road | Cold Spring Harbor | NY | 11724 | N/A | GENERAL SUPPORT | $1,000 | |
| Holocaust & Human Rights Education Center | |||||||
| 4 W Red Oak Ln 330 | White Plains | NY | 10604 | N/A | GENERAL SUPPORT | $500 | |
| Mt Pleasant Academy | |||||||
| 605 Center Street | Mt Pleasant | SC | 29464 | n/a | general support | $8,000 | |
| New Canaan Community Foundation - Young Philanthro | |||||||
| 111 Cherry Street | New Canaan | CT | 06840 | n/a | general support | $200 | |
| The O'Quinn Schools | |||||||
| 1567 Harborview Road | Charleston | SC | 29412 | n/a | general support | $2,000 | |
| Pattisons Academy | |||||||
| 2383 Highway 41 | Mt Pleasant | SC | 29466 | n/a | general support | $2,500 | Suite 101 |
| Sailing Yacht Research Foundation | |||||||
| P O Box 399 | Norwalk | CT | 06856 | n/a | general support | $250 | |
| Sailors for the Sea | |||||||
| 449 Thames Street 300D | Newport | RI | 02840 | n/a | general support | $250 | |
| Soldier Socks | |||||||
| 1127 High Ridge Road | Stamford | CT | 06905 | n/a | general support | $250 | Suite 124 |
| Trout Unlimited | |||||||
| 1777 N Kent St | Arlington | VA | 22209 | n/a | general support | $2,449 | Suite 100 |
| Storm Trysail | |||||||
| 1 Woodbine Avenue | Larchmont | NY | 10538 | n/a | general support | $250 | |
| The Bone Marrow Foundation | |||||||
| 515 Madison Avenue Suite 1130 | New York | NY | 10022 | n/a | general support | $675 | |
| The Hildebrand Project | |||||||
| 1235 University Boulevard | Steubenville | OH | 43952 | n/a | general support | $250 | |
| Van Wyck-Lefferts Tide Mill Sanctuary | |||||||
| c/o 225 Broadhollow Road | Melville | NY | 11747 | n/a | general support | $2,000 | Suite 301E |
| Friends of New Canaan Lacrosse | |||||||
| PO Box 4014 | Stamford | CT | 06840 | n/a | general support | $100 | |
| Windward School | |||||||
| 40 West Red Oak Lane | White Plains | NY | 10604 | n/a | general support | $500 | |
| Coastal Conservation League | |||||||
| 1201 Main Street 3rd Floor | Columbia | SC | 29201 | n/a | general support | $5,500 | |
| Historic Charleston Foundation | |||||||
| 40 E Bay St | Charleston | SC | 29401 | n/a | general support | $3,000 | |
| Mystic Seaport | |||||||
| 75 Greenmanville Avenue | Mystic | CT | 06355 | n/a | general support | $250 | |
| New Canaan Cares | |||||||
| PO Box 178 | New Canaan | CT | 06840 | n/a | general support | $250 | |
| New Canaan Community Foundation | |||||||
| 111 Cherry St | New Canaan | CT | 06840 | n/a | general support | $250 | |
| Oldsfield School | |||||||
| 1500 Glencoe Road | SparksGlencoe | MD | 21152 | n/a | general support | $10,000 | |
| The Congregational Church of New Canaan | |||||||
| 23 Park Street | New Canaan | CT | 06840 | n/a | general support | $3,000 | |
| The Low Country Institute | |||||||
| 40 Mobley Oaks Lane | Okatie | SC | 29909 | n/a | general support | $20,000 | |
| Trout Unlimited | |||||||
| PO Box 7400 | Woolly Bugger | WV | 25438 | n/a | general support | $3,160 | |
| American Wild Horse Preservation | |||||||
| PO Box 1048 | Hilsborough | NC | 27278 | n/a | general support | $2,000 | |
| Career Resources Inc | |||||||
| 350 Fairfield Ave | Bridgeport | CT | 06604 | n/a | general support | $500 | |
| Charlestown Animal Society | |||||||
| 2455 Remount Road | North Charleston | SC | 29406 | n/a | general support | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,384 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,815 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 111000 | BusinessCd |
| Unrelated Business Taxbl Incm | $216 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,214,630 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $216 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,334,426 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,334,642 | 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
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,453,167 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $9,723 | $9,723 | |
| BUSINESS MEALS | $125 | $125 | |
| BUSINESS REGISTRATION FEES | $385 | $385 | |
| OFFICE SUPPLIES | $30 | $30 | |
| PAYROLL FEES | $714 | $238 | $476 |
| PAYROLL TAXES | $7,533 | $2,512 | $5,021 |
| GALEN PARTNERS III LP | $88 | $88 | |
| BOULDERADO PARTNERS LLC | $5,331 | $5,331 | |
| LAZARD CORE FIXED INCOME | $1,922 | $1,922 | |
| PE INTERNET TRUST | $150 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| HAMILTON & COMPANY | $41,711 | $41,711 |
| LAZARD ASSET MANAGEMENT | $4,603 | $4,603 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $5,500 | Amt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |