MHG FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MHG FOUNDATION INC (EIN 20-1993159)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-05
- IRS object ID
- 201412179349100401
- Schema version
- 2013v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-05T08:37:24-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Drucker & Scaccetti PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Market StreetSuite 3300 | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201993159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The MHG Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL S GOLDBERG | InCareOfNm |
| Business Name Control | MHGF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 913 Ponus Ridge Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | New Canaan | City |
| State | CT | State |
| ZIP Code | 06840 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GOLDBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2156653960 | PhoneNum |
| Signature | 2014-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jane Scaccetti CPA | PreparerPersonNm |
| Phone | 2156653960 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,267,610 | 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 | $302,590 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $513,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,085 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $607,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $304,699 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,180 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $679 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $842 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $225 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $506,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $295,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $335,558 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,065 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,356,605 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,781,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,986,896 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $70,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,048 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,649 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,762,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,064,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,267,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,762,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,064,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,762,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,064,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,762,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,064,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,762,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $506,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,909 | OtherIncreasesAmt |
| Subtotal | $2,275,012 | SubtotalAmt |
| Other Decreases | $210,845 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,064,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| BARCLAYS 04033 STCG (SEE ATTACHED) | P | $8,559 | $8,346 | $213 | $213 | ||
| BARCLAYS 04033 LTCG (SEE ATTACHED) | P | $55,870 | $45,099 | $10,771 | $10,771 | ||
| BARCLAYS 37636 LTCG (SEE ATTACHED) | P | $20,846 | $12,098 | $8,748 | $8,748 | ||
| BARCLAYS 37636 LTCG (SEE ATTACHED) | P | $385,127 | $183,949 | $201,178 | $201,178 | ||
| PUT SPY 01/19/2013 | P | $6,393 | $12,907 | -$6,514 | -$6,514 | 2012-08-22 | 2013-01-22 |
| CAPITAL GAIN DIVIDENDS | P | $39,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,085 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,692,781 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042681 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,784 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,478,855 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041102 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,591 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,278,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043478 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,455 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,165,903 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072437 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,267 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,689,263 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047516 | DistributionYr5Rt |
| Total Distribution | 0.247214 | TotalDistributionRt |
| Average Distribution | 0.049443 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,990,210 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,402 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,956 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,358 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,912 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,912 | SubtotalAmt |
| Tax Based On Investment Income | $5,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,968 | OverpaymentAmt |
| Applied To ES Tax | $1,968 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | DE | 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 | MICHAEL S GOLDBERG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039665463 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 913 PONUS RIDGE ROAD | AddressLine1 |
| City | NEW CANAAN | City |
| State | CT | State |
| ZIP Code | 06840 | ZIPCode |
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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL S GOLDBERG | ||||||
| 913 Ponus Ridge Road | New Canaan | CT | 06840 | CO-PRESIDENT | 0 | $0 |
| HEATHER W GOLDBERG | ||||||
| 913 Ponus Ridge Road | New Canaan | CT | 06840 | CO-PRESIDENT | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,833,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,020,518 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,020,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,990,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,912 | TotalTaxAmt |
| Distributable Before Adj | $93,599 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,599 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,599 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,400 | 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 | $77,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $77,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $73,214 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $73,214 | AppliedToYear1Amt |
| Applied To Current Year | $4,186 | 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 |
| Undistributed Income CY | $89,413 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| 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) |
|---|---|---|
| Contributing Manager | MICHAEL S GOLDBERG | ContributingManagerNm |
| Contributing Manager | HEATHER W GOLDBERG | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOSTON COLLEGE | |||||||||||||
| MORE HALL 220 | 140 COMMONWEALTH AVENUE | Chestnut Hill | MA | 02467 | NONE | PC | GENERAL FUND | $44,000 | |||||
| NEW CANAAN LIBRARY INC | |||||||||||||
| 151 MAIN STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $7,000 | ||||||
| SEA EDUCATION ASSOCIATION | |||||||||||||
| PO BOX 6 | WOODS HOLE | MA | 02543 | NONE | PC | GENERAL FUND | $1,000 | ||||||
| OUTWARD BOUND | |||||||||||||
| PO BOX 62161 | BALTIMORE | MD | 21264 | NONE | PC | GENERAL FUND | $100 | ||||||
| WAVENY CARE NETWORK | |||||||||||||
| 3 FARM ROAD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $500 | ||||||
| NEW CANAAN VOLUNTEER AMBULANCE CORPS | |||||||||||||
| 182 SOUTH AVENUE | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $500 | ||||||
| NEW CANAAN FIRE COMPANY NUMBER 1 | |||||||||||||
| 60 MAIN STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $1,000 | ||||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||||
| po box 27106 | NEW YORK | NY | 10087 | NONE | PC | GENERAL FUND | $5,000 | ||||||
| STAYING PUT IN NEW CANAAN | |||||||||||||
| PO BOX 484 | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $500 | ||||||
| ARTS FOR HEALING INC | |||||||||||||
| 24 GROVE ST | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $200 | ||||||
| NEW CANAAN YMCA | |||||||||||||
| 564 SOUTH AVENUE | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $250 | ||||||
| NEW CANAAN HIGH SCHOOL SCHOLARSHIP FOUNDATION | |||||||||||||
| 11 FARM ROAD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $100 | ||||||
| NORWALK HOSPITAL FOUNDATION | |||||||||||||
| 34 MAPLE STREET | NORWALK | CT | 06856 | NONE | PC | GENERAL FUND | $2,000 | ||||||
| PANCREATIC CANCER ACTION | |||||||||||||
| NONE | PC | GENERAL FUND | $500 | CHILTLEE MANOR HASLEMERE ROAD | LIPHOOK | HAMPSHIRE | UK | GU30 7AZ | |||||
| NEW CANAAN POLICE DEPARTMENT | |||||||||||||
| 174 SOUTH AVENUE | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $1,000 | ||||||
| STRAYS AND OTHERS INC | |||||||||||||
| PO BOX 473 | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $100 | ||||||
| NEW CANAAN COUNTRY SCHOOL | |||||||||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL FUND | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,750 | 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 | $125 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,489 | 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 | $251,085 | 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 | $304,699 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $304,699 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Michael S Goldberg | |||||||
| 1 | 913 Ponus Ridge Road | New Canaan | CT | 06840 | $109,781 | Yes (X) | Yes (X) |
| Michael S Goldberg | |||||||
| 2 | 913 Ponus Ridge Road | New Canaan | CT | 06840 | $192,809 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,250 shares Anadarko Petroleum | $109,781 | 2013-03-25 |
| 2 | 960 shares American Express Company 1,170 shares Amerisourcebergen Corp 500 shares Las Vegas Sands C | $192,809 | 2013-11-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREP | CategoryTxt |
| Amt | $6,800 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,400 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARCLAYS WEALTH 37636 | $1,476,757 | $1,615,132 |
| BARCLAYS WEALTH 04033 | $304,297 | $371,764 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PTP K-1 POWERSHARES COMMODITY | $32,258 | $36,537 |
| PTP K-1 NUVEEN LONG/SHORT CTF | $37,790 | $31,112 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FAIR MARKET VALUE IN EXCESS OF | $0 |
| COST BASIS OF THE SECURITIES RECEIVED | $0 |
| AT DATE OF CONTRIBUTIONS | $197,939 |
| BEGINNING BOOK VALUE ADJUSTMENT | $12,906 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRATION FEES | $225 | $0 | $225 |
| DEDUCTIONS FLOWTHROUGH PTP K1S | $824 | $824 | |
| DEDUCTIONS FROM 1099S | $18 | $18 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| IN ADDITION TO THE COST BASIS OF THE | $0 |
| INVESTMENT IN THE PUBLICLY TRADED | $0 |
| PARTNERSHIPS | $5,909 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,180 | Amt |
| Net Investment Income | $4,180 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON NET INVESTMENT | $13,896 | $0 | $0 |
| DE ANNUAL FRANCHISE TAXES | $25 | $0 | $25 |
| FOREIGN TAXES | $679 | $679 | $0 |