M L E FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- M L E FOUNDATION INC (EIN 30-0517812)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-15
- IRS object ID
- 201541669349100519
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-15T14:38:34-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DR STE 201 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406313 | 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 | 300517812 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MLE Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIE CREATURO | InCareOfNm |
| Business Name Control | MLEF | BusinessNameControlTxt |
| Phone | 2039664049 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Emily B Nissley Thomas W Niss | AddressLine1Txt |
| Address Line2 | PO Box 147 Suite | AddressLine2Txt |
| City | New Canaan | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY NISSLEY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2039664049 | PhoneNum |
| Signature | 2015-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD SCHEIER | PreparerPersonNm |
| PTIN | P00030790 | PTIN |
| Phone | 2039664049 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,029,101 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $128,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,136 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $965,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,256 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,214,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,761 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $176 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,585 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $159 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $143 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,057 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,006 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,051 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $105,765 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $105,765 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,317 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $173 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,952 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $378,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $378,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $498,378 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,052 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $716,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,066 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,591 | CashBOYAmt |
| Cash EOY | $1,123,424 | CashEOYAmt |
| Cash EOYFMV | $1,123,424 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,962,738 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,962,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,294,966 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,353,390 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,092,394 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,604,931 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $5,780 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,780 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,467,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,184,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,029,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,467,719 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,184,336 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,467,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,184,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,467,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,184,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,467,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $716,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59 | OtherIncreasesAmt |
| Subtotal | $5,184,336 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,184,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| POWERSHARES IRC 1256 | P | 2013-01-23 | 2014-01-15 | $0 | $18 | -$18 | -$18 |
| 1,486 POWERSHARES | 2013-01-23 | 2014-01-15 | $37,093 | $41,820 | -$4,727 | -$4,727 | |
| SEE ATTACHED SCHEDULE | P | 2014-01-01 | 2014-12-31 | $289,043 | $302,191 | -$13,148 | -$13,148 |
| SEE ATTACHED SCHEDULE | P | 2013-01-01 | 2014-12-31 | $92,796 | $71,248 | $21,548 | $21,548 |
| SEE ATTACHED SCHEDULE | P | 2013-01-01 | 2014-12-31 | $485,033 | $464,214 | $20,819 | $20,819 |
| CAPITAL GAIN DIVIDENDS | P | $61,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,256 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $407,662 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,488,199 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $240,219 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,106,563 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033802 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $298,603 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,812,465 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051373 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $278,812 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,528,938 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050428 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,946 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,015,414 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05039 | DistributionYr5Rt |
| Total Distribution | 0.23402 | TotalDistributionRt |
| Average Distribution | 0.046804 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,615,389 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $450,039 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,061 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $451,100 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $389,052 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,121 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,121 | SubtotalAmt |
| Tax Based On Investment Income | $2,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,828 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,708 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,536 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,415 | OverpaymentAmt |
| Applied To ES Tax | $2,415 | 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 | Yes (true) | 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 | MARIE CREATURO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039664049 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 147 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| EMILY B NISSLEY | ||||||
| 30 ONEOKE LANE | NEW CANAAN | CT | 06840 | DIRECTOR | 1.0 | $0 |
| THOMAS W NISSLEY | ||||||
| 30 ONEOKE LANE | NEW CANAAN | CT | 06840 | DIRECTOR | 1.0 | $0 |
| MARIE CREATURO | ||||||
| 54 LISPENDARD AVENUE | NEW ROCHELLE | NY | 10801 | DIRECTOR | 2.0 | $1,761 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase Bank NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 Park Avenue | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $105,765 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,582,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,761,816 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,761,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,615,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $480,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $480,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,121 | TotalTaxAmt |
| Distributable Before Adj | $478,648 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $478,648 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $478,648 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,052 | 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 | $389,052 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $389,052 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $478,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,066 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,052 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,066 | AppliedToYear1Amt |
| Applied To Current Year | $345,986 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $132,662 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| 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) |
|---|---|---|
| Contributing Manager | EMILY B NISSLEY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH OF NEW CANAAN | ||||||||
| 178 ONEOKE RIDGE ROAD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| RARE | ||||||||
| 1840 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PC | GENERAL PURPOSE | $10,000 | SUITE 204 |
| CURTAIN CALL INC | ||||||||
| 1349 NEWFIELD AVE | STAMFORD | CT | 06905 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE CONNCECTICUT AUDUBON SOCIETY INC | ||||||||
| 2325 BURR STREET | FAIRFIELD | CT | 06824 | NONE | PC | GENERAL PURPOSE | $55,000 | |
| SUMMER THEATRE OF NEW CANAAN | ||||||||
| 237 ELM STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $15,000 | 2ND FLOOR |
| FRANKLIN AND MARSHALL | ||||||||
| PO BOX 3003 | LANCASTER | PA | 176043003 | NONE | PC | THE PHILLIPS MUSEUM GALLERY | $25,000 | |
| STAMFORD SYMPHONY ENDOW A MUSICIAN | ||||||||
| 263 TRESSER BLVD | STAMFORD | CT | 06901 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| PRINCETON THEOLOGICAL SEMINARY | ||||||||
| 2 ADMINISTRATIVE BUILDING | PRINCETON | NJ | 08542 | NONE | PC | FUNDS FOR LIBRARY | $15,000 | 64 MERCER STREET |
| the connecticut trust for historic preservation | ||||||||
| 940 Whitney Avenue | hamden | CT | 06517 | NONE | PC | GENERAL PURPOSE | $6,000 | |
| NORTHLAND COLLEGE | ||||||||
| 1411 ELLIS AVENUE | ASHLAND | WI | 54806 | NONE | PC | SCHOLARSHIP FUND/MARY RICE CHALLENGE | $5,000 | |
| HORIZONS STUDENT ENRICHMENT PROGRAM INC | ||||||||
| ONE PARK STREET | NORWALK | CT | 06851 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| waveny care network | ||||||||
| 3 farm road | new canaan | CT | 06840 | NONE | PC | GENERAL PURPOSE | $6,000 | |
| AMERICAN BIRD CONSERVANCY | ||||||||
| 4249 LOUDOUN AVENUE | THE PLAINS | VA | 20198 | NONE | PC | MAUI PROJECT | $40,000 | |
| CONNECTICUT FUND FOR THE ENVIRONMENT | ||||||||
| 142 TEMPLE STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $50,000 | SUITE 305 |
| CHAUTAUQUA INSTITUTION | ||||||||
| BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| International Crane Foundation | ||||||||
| E-11376 Shady Lane Rd PO Box 447 | Baraboo | WI | 53913 | none | PC | general support | $10,000 | |
| South Wood County Historical Corporation | ||||||||
| 540 3rd St South | Wisconsin Rapids | WI | 54494 | none | PC | general support | $11,000 | |
| The Children's Storefront | ||||||||
| 70 East 129th Street | New York | NY | 10035 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| TheatreworksUSA | ||||||||
| 151 west 26th street | New York | NY | 10001 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| WESTOVER SCHOOL | ||||||||
| 1237 Whittemore Road | MIDDLEBURY | CT | 06762 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| University of Wisconsin Fund | ||||||||
| 1848 University Avenue | MADISON | WI | 537264090 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| NORTHLAND COLLEGE | ||||||||
| 1411 Ellis Avenue | ASHLAND | WI | 548061699 | NONE | GENERAL PURPOSE | $10,000 | ||
| WNETTHIRTEEN | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| CT LEAGUE OF CONSERVATION | ||||||||
| 553 FARMINGTON AVENUE | HARTFORD | CT | 06105 | NONE | PC | VOTERS EDUCATION FUND | $3,000 | |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 311 2ND STREET SOUTH | WISCONSIN RAPIDS | WI | 54494 | NONE | PC | LANDSCAPE STIMULUS | $2,000 | |
| WILHELM REICH INFANT TRUST | ||||||||
| PO BOX 687 | RANGELEY | ME | 04970 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| CORNELL UNIVERSITY | ||||||||
| 130 E SENECA STREET | ITHACA | NY | 14850 | NONE | PC | ANNUAL FUND FOR THE LAB OF ORNITHOLOGY | $4,000 | SUITE 400 |
| KUTZTOWN UNIVERSITY | ||||||||
| 15200 KUTZTOWN rD | kUTZTOWN | PA | 19530 | NONE | PC | PA GERMAN CULTURAL HERITAGE CENTER | $7,000 | |
| NORWALK HOSPITAL FOUNDATION | ||||||||
| 34 MAPLE STREET | NORWALK | CT | 06856 | NONE | PC | AMBULATORY PAVILLION PROJECT | $10,000 | |
| STOREFRONT ACADEMY HARLEM | ||||||||
| 70 EAST 129TH STREET | NEW YORK | NY | 10035 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| BOSTON EARLY MUSIC FESTIVAL | ||||||||
| 43 THORNDIKE STREET | CAMBRIDGE | MA | 021411764 | NONE | PC | GENERAL PURPOSE | $3,000 | SUITE 302 |
| HAWAIIAN MISSION HOUSE | ||||||||
| 553 S KING ST | HONOLULU | HI | 96813 | NONE | PC | GENERAL PURPOSE | $100 | |
| LA DONNA MUSICALE | ||||||||
| PO BOX 15309 | BOSTON | MA | 02215 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| LIBRARY FOUNDATION OF HILLSBORO | ||||||||
| 2850 NE BROOKWOOD PARKWAY | HILLSBORO | OR | 97124 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $378,100 | 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 | $128,680 | 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 | $86,256 | 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 | $214,936 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,936 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Emily B Nissley | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 oenoke lane | AddressLine1Txt |
| City | new canaan | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068404515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHUMSMITH+BROWN, PC | CategoryTxt |
| Amt | $10,057 | Amt |
| Net Investment Income | $1,006 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,051 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SHERWIN-WILLIAMS COS | StockNm |
| EOY Book Value | $1,962,738 | EOYBookValueAmt |
| EOYFMV | $8,294,966 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN INTL VALUE FUND | AT COST | $109,265 | $134,356 |
| CULLEN HIGH DIVIDEND EQUITY FD | AT COST | $108,258 | $172,657 |
| DODGE & COX INTL STK | AT COST | $209,298 | $256,788 |
| DOUBLELINES FDS TR | AT COST | $137,978 | $135,145 |
| DB LEV CONT BUFFF EQ | AT COST | $93,000 | $56,618 |
| DB MARKET PLUS SXSE 03/19/14 | AT COST | ||
| DREYFUS/LAUREL FDS TR | AT COST | ||
| EATON VANCE FLOATING RATE I | AT COST | ||
| EATON VANCE MUT FDS TR GLOBAL | AT COST | ||
| GATEWAY FUND - Y | AT COST | $57,275 | $66,209 |
| JP MORGAN INTL CURRENCY INC FD | AT COST | ||
| JP MORGAN MID CAP VAL FD | AT COST | $42,362 | $105,499 |
| JP MORGAN RESEARCH MKT NEUTRAL | AT COST | ||
| JP MORGAN SHORT DURATION BD FD | AT COST | $108,002 | $110,442 |
| JP MORGAN STRATEGIC INC OPPORT | AT COST | $111,072 | $112,894 |
| JP MORGAN LARGE CAP GROWTH FD | AT COST | $136,512 | $192,004 |
| JP MORGAN US LG CAP CORE PLUS | AT COST | $191,644 | $388,457 |
| JPM FLOATING RATE NT 7/2/14 | AT COST | ||
| MATTHEWS PACIFIC TIGER FD | AT COST | $162,391 | $225,749 |
| PIMCO FDS | AT COST | $115,000 | $110,361 |
| PAYDEN HIGH INCOME FD | AT COST | $38,917 | $37,061 |
| VANGUARD EMERGING MKT ETF | AT COST | $91,509 | $85,363 |
| ISHARES CORE S&P MID-CAP ETF | AT COST | $77,169 | $111,786 |
| VANGUARD FTSE EUROPE ETF | AT COST | ||
| POWERSHARES DB COMMODITY INDEX | AT COST | ||
| SPDR S&P 500 ETF TRUST | AT COST | $190,820 | $200,402 |
| EATON VANCE GLOBAL MACRO | AT COST | $111,922 | $103,140 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME IN TRANSIT | Desc |
| EOY Book Value | $5,780 | EOYBookValueAmt |
| EOYFMV | $5,780 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTMASTER NEW CANAAN LOCK BOX | $192 | $19 | $173 |
| POWERSHARES OTHER DEDUCTIONS | $27 | $27 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $10 |
| POWERSHARES DB - BOOK TO TAX DIFFERENCE | $49 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN CHASE INVESTMENT FEE | CategoryTxt |
| Amt | $105,765 | Amt |
| Net Investment Income | $105,765 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,317 | $1,317 |
| FEDERAL TAX PAYMENT | $1,000 |