TOMBROS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TOMBROS FOUNDATION (EIN 52-2284151)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349102242
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T15:13:48-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061143555 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDS & ROWELLA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 GROVE STREET | AddressLine1Txt |
| City | RIDGEFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522284151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOMBROS FOUNDATION CO REYNOLDS & ROWELLA LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMB | BusinessNameControlTxt |
| Phone | 2034380161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 GROVE STREET | AddressLine1Txt |
| City | RIDGEFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER TOMBROS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2034380161 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT CRANE CPA | PreparerPersonNm |
| PTIN | P00210659 | PTIN |
| Phone | 2034380161 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,805,106 | 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 |
| Interest On Sav Rev And Expnss | $113,439 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113,439 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $389,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,381,310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $389,053 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,072 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,072 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $624,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $624,573 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,186 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,479 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,614 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $856,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $856,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,048,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $871,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$423,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $551,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $427,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $617,586 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $617,586 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,560,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,994,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,531,936 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,257,123 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,705,721 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,668,334 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,463,682 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,967,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,987,250 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,709,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,285,335 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,805,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,709,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,285,335 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,709,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,285,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,709,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,285,335 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,709,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$423,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,285,335 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,285,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS XX0701 | P | 2014-01-01 | 2014-12-31 | $229,821 | $204,356 | $25,465 | $25,465 |
| GOLDMAN SACHS XX0701 | P | 2014-01-01 | 2014-12-31 | $8,207 | $7,799 | $408 | $408 |
| GOLDMAN SACHS XX0701 | P | 2013-01-01 | 2014-12-31 | $271,939 | $202,474 | $69,465 | $69,465 |
| GOLDMAN SACHS XX0701 | P | 2013-01-01 | 2014-12-31 | $160,392 | $92,487 | $67,905 | $67,905 |
| GOLDMAN SACHS XX1440 | P | 2013-01-01 | 2014-12-31 | $800,659 | $690,000 | $110,659 | $110,659 |
| GOLDMAN SACHS XX1457 | P | 2014-01-01 | 2014-12-31 | $23,600 | $23,348 | $252 | $252 |
| GOLDMAN SACHS XX1457 | P | 2013-01-01 | 2014-12-31 | $69,972 | $67,523 | $2,449 | $2,449 |
| GOLDMAN SACHS XX5174 | P | 2013-01-01 | 2014-12-31 | $723,010 | $715,650 | $7,360 | $7,360 |
| GOLDMAN SACHS XX3093 | P | 2014-01-01 | 2014-12-31 | $186,180 | $213,805 | -$27,625 | -$27,625 |
| GOLDMAN SACHS XX3093 | P | 2013-01-01 | 2014-12-31 | $577,215 | $513,074 | $64,141 | $64,141 |
| GOLDMAN SACHS XX3093 | P | 2013-01-01 | 2014-12-31 | $302,042 | $261,741 | $40,301 | $40,301 |
| CAPITAL GAINS DIVIDENDS | P | $28,273 | $28,273 | $28,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $389,053 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $722,311 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,649,824 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062002 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $916,039 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,657,881 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $590,823 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,870,269 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049773 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $465,120 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,070,159 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042016 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $709,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,460,493 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067791 | DistributionYr5Rt |
| Total Distribution | 0.300159 | TotalDistributionRt |
| Average Distribution | 0.060032 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,188,562 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $671,672 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,513 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $677,185 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $871,750 | 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 | $5,513 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,513 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $519 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE AYCO COMPANY LP | IndividualWithBooksNm |
| Phone | 5188864213 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 860 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 128660860 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PETER G TOMBROS | ||||||||
| PO BOX 1237 | NEW CANAAN | CT | 06840 | PRESIDENT | 35.00 | $30,000 | $0 | $0 |
| ANN C TOMBROS | ||||||||
| PO BOX 1237 | NEW CANAAN | CT | 06840 | VICE PRESIDENT | 35.00 | $30,000 | $0 | $0 |
| JOHN NOVOGROD | ||||||||
| 1177 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,330,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,358,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,358,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,188,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $559,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $559,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,513 | TotalTaxAmt |
| Distributable Before Adj | $553,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $553,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $553,915 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $871,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $871,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,513 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $866,237 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $553,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $25,021 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,021 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $871,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $553,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $317,835 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $342,856 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $342,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $25,021 | ExcessFromYear1Amt |
| Excess From Current Year | $317,835 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARNEGIE HALL SOCIETY INC | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | DONATION | $15,000 |
| COMMUNITY FUND OF DARIEN | |||||||
| 701 POST ROAD | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | DONATION | $1,000 |
| CORNELIA DE LANGE SYNDROME FOUNDATION | |||||||
| 302 WEST MAIN STREET | AVON | CT | 06001 | NONE | PUBLIC CHARITY | DONATION | $2,000 |
| NYC CHAPTER PENN STATE ALUMNI ASSOCIATION | |||||||
| GRAND CENTRAL STATION PO BOX 2927 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| OBIE HARRINGTON-HOWES FOUNDATION | |||||||
| PO BOX 2221 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | DONATION | $300 |
| PENN STATE CATHOLIC CAMPUS MINISTRY | |||||||
| 205 PASQUERILLA SPIRITUAL CTR | STATE COLLEGE | PA | 16802 | NONE | PUBLIC CHARITY | DONATION | $10,000 |
| PENNSYLVANIA PINKZONE | |||||||
| 19 COLONNADE WAY SUITE 117 110 | STATE COLLEGE | PA | 16803 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $3,500 |
| PLAY FOR PINK | |||||||
| 175 E 74TH ST 17B | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $750 |
| ROWAYTON LIBRARY | |||||||
| 33 HIGHLAND AVENUE | NORWALK | CT | 06853 | NONE | PUBLIC CHARITY | DONATION | $17,200 |
| SPECIAL EDUCATION NETWORK OF NEW CANAAN | |||||||
| PO BOX 1612 | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | DONATION | $2,000 |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | DONATION | $755,000 |
| TREE CONSERVANCY OF DARIEN | |||||||
| 25 OLD KINGS HIGHWAY N | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | DONATION | $1,000 |
| JEFFERSON AWARDS FOUNDATION | |||||||
| 100 WEST 10TH STREET SUITE 215 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $24,500 |
| WRIGHTSTOWN FRIENDS NURSERY SCHOOL | |||||||
| 535 DURHAM ROAD | WRIGHTSTOWN | PA | 18943 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,500 |
| PENN STATE PUBLIC MEDIA | |||||||
| 238 OUTREACH BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | CONNOISSEUR DINNER GIFT FUND | $3,500 |
| PEO STAR SCHOLARSHIP | |||||||
| 3700 GRAND AVENUE | DES MOINES | IA | 50312 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| SPECIAL OLYMPICS PENNSYLVANIA | |||||||
| 270 WALKER DRIVE SUITE 101W | STATE COLLEGE | PA | 16801 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| NAVY LEAGUE | |||||||
| 2300 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,500 |
| ONE EAST SIXTIETH STREET HISTORICAL FOUNDATION | |||||||
| 1 E 60TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| NEW CANAAN BEAUTIFICATION LEAGUE | |||||||
| PO BOX 4 | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| PENN STATE UNIVERSITY FRIENDS | |||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | PALMER MUSEUM FRIENDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $856,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,439 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,009 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $389,053 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $624,573 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $624,573 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - FIXED INCOME XX517-4 | $2,826,894 | $2,846,921 |
| GOLDMAN SACHS - FIXED INCOME XX309-3 | $878,827 | $821,413 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - PUBLIC EQUITY XX309-3 | $1,076,943 | $2,198,441 |
| GOLDMAN SACHS - PUBLIC EQUITY XX070-1 | $862,705 | $1,205,422 |
| GOLDMAN SACHS - U.S. EQUITY XX144-0 | $1,232,201 | $1,304,731 |
| GOLDMAN SACHS - PUBLIC EQUITY XX444-3 | $500,007 | $482,697 |
| GOLDMAN SACHS - PUBLIC EQUITY XX145-7 | $322,641 | $340,645 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS - ALTERNATIVE INVESTMENTS XX309-3 | AT COST | $1,471,926 | $1,489,654 |
| GOLDMAN SACHS - OTHER INVESTMENTS XX309-3 | AT COST | $495,605 | $497,596 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES & PERMITS | $589 | $0 | $0 |
| FROM PASS THRU K-1 | $7,614 | $7,614 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GOLDMAN SACHS XX3093 | $2,005 | $2,005 | $2,005 |
| GOLDMAN SACHS XX1457 | $67 | $67 | $67 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $62,186 | $62,186 | $0 |
| MANAGEMENT FEES | $25,300 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,479 | $3,479 | $0 |
| PAYROLL TAXES | $12,996 | $0 | $0 |