STONE POINT CAPITAL FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STONE POINT CAPITAL FOUNDATION INC (EIN 06-1591956)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349101356
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:35:06-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVE SO STE 600 | AddressLine1 |
| City | ISELIN | City |
| State | NJ | State |
| ZIP Code | 088302700 | 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 | 061591956 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stone Point Capital Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SALLY DEVINO | InCareOfNm |
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 2038622954 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Horseneck Lane | AddressLine1 |
| Address Line2 | Suite 2ND FL | AddressLine2 |
| City | Greenwich | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY DEVINO | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7322437000 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA TAIBI | PreparerPersonNm |
| PTIN | P00179526 | PTIN |
| Phone | 7322437000 | 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 | $372,596 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $547,778 | ContriRcvdRevAndExpnssAmt |
| Other Income Rev And Expnss | -$50,579 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $497,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $23,103 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $243 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,243 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $462,096 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $474,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $497,199 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $0 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $344,971 | CashBOYAmt |
| Cash EOY | $280,429 | CashEOYAmt |
| Cash EOYFMV | $280,429 | CashEOYFMVAmt |
| Pledges Rcvbl | $81,167 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $36,350 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $81,167 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $81,167 | PledgesRcvblEOYFMVAmt |
| Other Assets BOY | $2,599 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $383,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $372,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $372,596 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $383,920 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $372,596 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $383,920 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $372,596 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $383,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $372,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $0 | ExcessRevenueOverExpensesAmt |
| Subtotal | $0 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $144,414 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,002 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.880562 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $807,444 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $122,490 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 6.591918 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $923,040 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $552,193 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.671589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $261 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $103,051 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $61 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 9.146602 | TotalDistributionRt |
| Average Distribution | 1.82932 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $347,311 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $635,343 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $635,343 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $485,663 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY DEVINO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038622954 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 HORSENECK LANE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES A DAVIS | ||||||
| 20 Horseneck Lane | Greenwich | CT | 06830 | DIR, CHAIRMAN & PRES. | 1.0 | $0 |
| RICHARD A GOLDMAN | ||||||
| 20 Horseneck Lane | Greenwich | CT | 06830 | DIRECTOR, VP & TREASURER | 1.0 | $0 |
| MERYL D HARTZBAND | ||||||
| 20 Horseneck Lane | Greenwich | CT | 06830 | DIRECTOR, VICE PRESIDENT | 1.0 | $0 |
| DAVID J WERMUTH | ||||||
| 20 Horseneck Lane | Greenwich | CT | 06830 | DIRECTOR, VP, SECRETARY | 2.0 | $0 |
| SALLY A DEVINO | ||||||
| 20 Horseneck Lane | Greenwich | CT | 06830 | VP & ASSIST. TREASURER | 3.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $65,558 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $352,600 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $352,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $347,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $17,366 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,366 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,366 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,663 | 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 | $485,663 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $485,663 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $895,430 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $801,319 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $136,214 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,832,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $17,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $468,297 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,301,260 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,301,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $895,430 | ExcessFromYear3Amt |
| Excess From Year2 | $801,319 | ExcessFromYear2Amt |
| Excess From Year1 | $136,214 | ExcessFromYear1Amt |
| Excess From Current Year | $468,297 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MERYL D HARTZBAND | ContributingManagerNm |
| Contributing Manager | DAVID J WERMUTH | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| THE LITTLE ANGELS FUND | |||||||
| PO BOX 1942 | DUXBURY | MA | 02331 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $2,500 | |
| CASA OF MORRIS & SUSSEX COUNTIES INC | |||||||
| 18 CATTANO AVE | MORRISTOWN | NJ | 07960 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $5,000 | |
| COVENANT HOUSE | |||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | PC | PROVIDING SERVICES TO HOMELESS YOUTH IN NJ. | $10,000 | |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $13,000 | |
| MELANOMA RESEARCH ALLIANCE FOUNDATION | |||||||
| 1101 NEW YORK AVE NW SUITE 620 | WASHINGTON | DC | 20005 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $5,000 | |
| CARMEL ACADEMY | |||||||
| 270 LAKE AVENUE | GREENWICH | CT | 06830 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $5,000 | |
| A BETTER CHANCE | |||||||
| 253 WEST 35TH ST 6TH FL | NEW YORK | NY | 10001 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $5,000 | |
| NY POLICE & FIRE WIDOW'S & CHILDREN FUND | |||||||
| 767 5TH AVENUE | NEW YORK | NY | 10153 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $15,000 | RM 2614C |
| THE HARC FAMILY CLASSIC | |||||||
| 900 ASYLUM AVE MS 1002 | HARTFORD | CT | 06105 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $5,000 | |
| AMERICAN FOUNDATION FOR THE PARIS SCHOOL OF ECONOM | |||||||
| 159 E 63RD ST | NEW YORK | NY | 10065 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $10,000 | |
| HEART TRUST INC | |||||||
| 23 CHAPEL LANE | RIVERSIDE | CT | 06878 | PC | TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. | $25,000 | |
| FIBROLAMELLAR CANCER FOUNDATION | |||||||
| 20 HORSENECK LANE | GREENWICH | CT | 06830 | PC | FIND CURE FOR FIBROLAMELLAR CANCER | $373,920 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $474,420 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIBROLAMELLAR CANCER FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 HORSENECK LANE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FIND CURE FOR FIBROLAMELLAR CANCER | GrantOrContributionPurposeTxt |
| Amt | $361,596 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $361,596 | TotalGrantOrContriApprvFutAmt |
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 | |
| 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 | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL GOLF EVENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$50,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$50,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$50,579 | 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 (30 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1 | CityContributorForeignAddress/City | Province Or StateContributorForeignAddress/ProvinceOrState | CountryContributorForeignAddress/Country | Postal CodeContributorForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| David Wermuth | |||||||||||
| 1 | 1160 PARK AVE APT 7D | NEW YORK | NY | 10128 | $20,000 | Yes (X) | |||||
| James Carey | |||||||||||
| 2 | 9 NORMANDY LANE | GREENWICH | CT | 06878 | $20,000 | Yes (X) | |||||
| Sedgwich CMS Inc | |||||||||||
| 3 | 1100 RIDGEWAY LOOP ROAD | MEMPHIS | TN | 38120 | $7,800 | Yes (X) | |||||
| Marsh | |||||||||||
| 4 | 121 River Street | Hoboken | NJ | 07030 | $7,800 | Yes (X) | |||||
| Debevoise Plimpton LLP | |||||||||||
| 5 | 919 3RD AVE | NEW YORK | NY | 10022 | $18,025 | Yes (X) | |||||
| Privilege Underwriters Inc | |||||||||||
| 6 | 44 South Broadway Suite 301 | White Plains | NY | 10601 | $9,800 | Yes (X) | |||||
| Richman Private FM TR Foundation | |||||||||||
| 7 | 340 Pemberwick Road | Greenwich | CT | 06831 | $17,800 | Yes (X) | |||||
| JP Morgan Chase | |||||||||||
| 8 | 712 MAIN STREET 4E | HOUSTON | TX | 77002 | $5,850 | Yes (X) | |||||
| Skadden Apps Slate Meagher Flom L | |||||||||||
| 9 | 4 TIMES SQUARE | NEW YORK | NY | 10036 | $12,800 | Yes (X) | |||||
| Markel Corporation | |||||||||||
| 10 | 4521 Highwoods Parkway | Glenn Allen | VA | 23060 | $7,800 | Yes (X) | |||||
| Meryl Hartzband | |||||||||||
| 11 | 110 Riverside Drive Apt 5D | New York | NY | 10024 | $15,000 | Yes (X) | |||||
| Kramer Levin | |||||||||||
| 12 | 1177 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | $7,875 | Yes (X) | |||||
| Willis North America Inc | |||||||||||
| 13 | 26 Century Blvd STE 101 | Nashville | TN | 37214 | $13,900 | Yes (X) | |||||
| Kurt Anne Bolin | |||||||||||
| 14 | 109 Hillside Ave | Milford | CT | 06460 | $7,500 | Yes (X) | |||||
| Nick Zerbib | |||||||||||
| 15 | 18 PRYER LANE | LARCHMONT | NY | 10538 | $20,000 | Yes (X) | |||||
| Wachtell Lipton Rosen Katz | |||||||||||
| 16 | 51 WEST 52ND STREET 33RD FLOOR | NEW YORK | NY | 10019 | $6,000 | Yes (X) | |||||
| Deutsche Bank | |||||||||||
| 17 | 100 Plaza One | Jersey City | NJ | 073113901 | $15,700 | Yes (X) | |||||
| Auctioncom | |||||||||||
| 18 | ONE MAUCHLY | IRVINE | CA | 92618 | $7,600 | Yes (X) | |||||
| Stone Point Capital LLC | |||||||||||
| 19 | 20 Horseneck Lane | Greenwich | CT | 06830 | $112,743 | Yes (X) | |||||
| Vestar Capital Partners | |||||||||||
| 20 | 245 Park Avenue | New York | NY | 10167 | $7,800 | Yes (X) | |||||
| Fiserv Solutions Inc | |||||||||||
| 21 | 75 Remittance Drive STE 6159 | Chicago | IL | 606756159 | $13,900 | Yes (X) | |||||
| Genex Services Inc | |||||||||||
| 22 | 40 E Swedesford Rd STE 1000 | Wayne | PA | 19087 | $6,000 | Yes (X) | |||||
| Robert Newhouse JR | |||||||||||
| 23 | 241 Sundial Court | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |||||
| Phil Beth Moyles | |||||||||||
| 24 | 16 Thistle Lane | Rye | NY | 10580 | $5,000 | Yes (X) | |||||
| Mark Dawn Werner | |||||||||||
| 25 | 175 Long Neck PT RD | Darien | CT | 06820 | $5,000 | Yes (X) | |||||
| Bank of America | |||||||||||
| 26 | 125 Dupont Drive | Providence | RI | 02907 | $5,000 | Yes (X) | |||||
| KPMG | |||||||||||
| 27 | 717 N Harwood St STE 3100 | Dallas | TX | 75201 | $7,800 | Yes (X) | |||||
| The Six Four Foundation | |||||||||||
| 28 | $10,000 | Yes (X) | 95 Wellington Street West STE 800 | Toronto | Ontario | CA | M5J2N7 | ||||
| AXIS US Services | |||||||||||
| 29 | 11680 Great Oaks Way STE 500 | Alpharetta | GA | 30022 | $7,800 | Yes (X) | |||||
| Ronie Linda Ory | |||||||||||
| 30 | 525 Grand Regency Boulevard | Brandon | FL | 33510 | $5,000 | Yes (X) | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,000 | Amt |
| Disbursements Charitable Prps | $11,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTIES | Desc |
| BOY Book Value | $2,599 | BOYBookValueAmt |
| EOY Book Value | $11,000 | EOYBookValueAmt |
| EOYFMV | $11,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MISC. EXPENSE | $243 | $243 |
| SPC SERVICES | $22,860 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL GOLF EVENT | Desc |
| Revenue And Expenses Per Books | -$50,579 | RevenueAndExpensesPerBooksAmt |