CORNOLIA COGSWELL ROSSI FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CORNOLIA COGSWELL ROSSI FOUNDATION INC (EIN 20-1420345)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-15
- IRS object ID
- 201432589349100763
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-15T15:42:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 201420345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cornelia Cogswell Rossi Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | CORN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles B Kaufmann III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | 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 | $18,097,076 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,237 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,237 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $358,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $358,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $453,668 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,850,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $494,594 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $815,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $855,964 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $49,152 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $49,152 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $72,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,487 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,401 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $64,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $64,061 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,213 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,040,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,040,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,234,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,153,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$419,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $783,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,978,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,369,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,369,577 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $541,405 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $406,158 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $401,210 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,545,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,894,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,772,256 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,501,333 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,477,544 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,554,033 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,566,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,147,767 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,097,076 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,566,830 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,147,767 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,566,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,147,767 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,566,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,147,767 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,566,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$419,063 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,147,767 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,147,767 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,850,979 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,356,385 | CostOrOtherBasisAmt |
| Gain Or Loss | $494,594 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $494,594 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $494,594 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,876,508 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,613,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106539 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $898,011 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,736,818 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05063 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $810,329 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,051,253 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047523 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $456,912 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,961,620 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028626 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,561 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,565,960 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.01269 | DistributionYr5Rt |
| Total Distribution | 0.246008 | TotalDistributionRt |
| Average Distribution | 0.049202 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,562,222 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $864,096 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,835 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $871,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,153,213 | 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 | $7,835 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,835 | SubtotalAmt |
| Tax Based On Investment Income | $7,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,531 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,031 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $196 | OverpaymentAmt |
| Applied To ES Tax | $196 | 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 | false | 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 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Charles B Kaufmann III | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 2.0 | $0 |
| John R Raben Jr | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Treas | 1.0 | $0 |
| Laurie A Warren | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Sec | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEGG MASON | |||||
| 640 FIFTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | Investment MGT | $64,004 |
| Foundation Source | |||||
| 55 Walls Drive 3RD FLOOR | Fairfield | CT | 06824 | Administrative | $64,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,090,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,738,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,829,667 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,829,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,562,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $878,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $878,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,835 | TotalTaxAmt |
| Distributable Before Adj | $870,276 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $870,276 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $870,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,153,213 | 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 | $1,153,213 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,835 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,145,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $870,276 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $562,906 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $562,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,153,213 | QualifyingDistributionsAmt |
| Applied To Current Year | $870,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $282,937 | RemainingDistriFromCorpusAmt |
| Total Corpus | $845,843 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $845,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $562,906 | ExcessFromYear1Amt |
| Excess From Current Year | $282,937 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS PRESCHOOL INC | |||||||
| 246 LENOX AVE | BRIDGEPORT | CT | 06605 | N/A | PC | General & Unrestricted | $500 |
| ADOPT A DOG INC | |||||||
| 849 LAKE AVE | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN NATIONAL RED CROSS - GREENWICH CHAPTER | |||||||
| 99 INDIAN FIELD RD | GREENWICH | CT | 06830 | N/A | PC | Illinois tornado relief | $25,000 |
| AMERICAN NATIONAL RED CROSS - GREENWICH CHAPTER | |||||||
| 99 INDIAN FIELD RD | GREENWICH | CT | 06830 | N/A | PC | Oklahoma Tornado Relief | $25,000 |
| AMERICAN SCHOOL FOR THE DEAF | |||||||
| 139 N MAIN ST | WEST HARTFORD | CT | 06107 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | AmeriCares Free Clinic, Stamford, CT Program | $50,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Oklahoma Tornado Relief | $25,000 |
| BERKSHIRE SCHOOL INC | |||||||
| 245 N UNDERMOUNTAIN RD | SHEFFIELD | MA | 01257 | N/A | PC | General & Unrestricted | $17,667 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $4,500 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| BUCKLEY SCHOOL IN THE CITY OF NEW YORK | |||||||
| 113 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $5,000 |
| CAMDEN PUBLIC LIBRARY | |||||||
| 55 MAIN ST | CAMDEN | ME | 04843 | N/A | PC | General & Unrestricted | $1,500 |
| CAMP SUNSHINE AT SEBAGO LAKE INC | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PC | General & Unrestricted | $50,000 |
| CHILD GUIDANCE CENTER OF SOUTHERN CT INC | |||||||
| 196 GREYROCK PL | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $2,500 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 419 3RD ST N | JAX BCH | FL | 32250 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY CENTERS INC | |||||||
| 61 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,500 |
| CONNECTICUT FOOD BANK INC | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 06512 | N/A | PC | General & Unrestricted | $4,500 |
| CONNECTICUT POLICY INSTITUTE | |||||||
| 129 CHURCH ST STE 521 | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $1,000 |
| FOOD BANK OF LOWER FAIRFIELD COUNTY INC | |||||||
| 461 GLENBROOK RD | STAMFORD | CT | 06906 | N/A | PC | General & Unrestricted | $3,500 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $50,000 |
| FRIENDS OF NATHANIEL WITHERELL INC | |||||||
| 70 PARSONAGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,500 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER RD EXTENSION | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $2,500 |
| GREENWICH COMMUNITY PROJECTS FUND INC | |||||||
| 44 AMOGERONE CROSSWAY UNIT 8005 | GREENWICH | CT | 06836 | N/A | PC | The September 11th Memorial/ Greenwich Project | $1,000 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 623 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $10,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $1,500 |
| GREENWICH HOSPITAL | |||||||
| 789 HOWARD AVE MCS2 | NEW HAVEN | CT | 06519 | N/A | PC | General & Unrestricted | $1,500 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $4,000 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $2,500 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $1,500 |
| ISLAND CONNECTIONS | |||||||
| 15 EAGLE LAKE RD | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $10,000 |
| ISLAND INSTITUTE | |||||||
| PO BOX 648 | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $10,000 |
| KIDS IN CRISIS INC | |||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $2,500 |
| LIFEFLIGHT OF MAINE LLC | |||||||
| 43 WHITING HILL RD STE 400 | BREWER | ME | 04412 | N/A | PC | General & Unrestricted | $28,000 |
| MAINE SEA COAST MISSIONARY SOCIETY | |||||||
| 127 W ST | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $25,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $2,500 |
| MERRY GO ROUND INC | |||||||
| 12 BOLLING PL | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| PO BOX 8 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $25,000 |
| MOUNT DESERT NURSING ASSOCIATION | |||||||
| PO BOX 397 | NORTHEAST HBR | ME | 04662 | N/A | PC | General & Unrestricted | $5,000 |
| NEWPORT HOSPITAL FOUNDATION INC | |||||||
| 11 FRIENDSHIP ST | NEWPORT | RI | 02840 | N/A | PC | General & Unrestricted | $1,000 |
| NORTH HAVEN ARTS & ENRICHMENT | |||||||
| PO BOX 526 | NORTH HAVEN | ME | 04853 | N/A | PC | General & Unrestricted | $1,000 |
| NORTH HAVEN FOUNDATION | |||||||
| PO BOX 664 | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $10,000 |
| NORTHEAST HARBOR AMBULANCE SERVICE INC | |||||||
| PO BOX 122 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $10,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 1 PARK AVE 17TH FL | NEW YORK | NY | 10016 | N/A | PC | Stephen E. Banner Fund for Lung Cancer Research | $1,500 |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| PERROT MEMORIAL LIBRARY ASSN OF OLD GREENWICH | |||||||
| 90 SOUND BEACH AVE | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $500 |
| RAGGED MOUNTAIN RECREATION AREA FOUNDATION | |||||||
| 5 SPRING MOUNTAIN DR | ROCKPORT | ME | 04856 | N/A | PC | General & Unrestricted | $3,333 |
| SALVATION ARMY - GREATER HARTFORD AREA SERVICES | |||||||
| 217 WASHINGTON ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $1,000 |
| SHELTER FOR THE HOMELESS INC | |||||||
| 137 HENRY ST STE 505 | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| THE MARITIME AQUARIUM AT NORWALK INC | |||||||
| 10 N WATER ST | SOUTH NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $2,500 |
| THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC | |||||||
| 800 CONNECTICUT BLVD STE 302 | EAST HARTFORD | CT | 06108 | N/A | PC | General & Unrestricted | $2,500 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | The Carroll Adams Scholarship fund | $10,000 |
| TRUSTEES OF PHILLIPS ACADEMY | |||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | General & Unrestricted | $10,000 |
| VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY | |||||||
| PO BOX 489 | WILTON | CT | 06897 | N/A | PC | General & Unrestricted | $2,500 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $3,000 |
| WIDENER UNIVERSITY | |||||||
| ONE UNIVERSITY PL | CHESTER | PA | 19013 | N/A | PC | Oskin Leadership Institute Project | $10,000 |
| WILLIAM F BUCKLEY JR PROGRAM AT YALE | |||||||
| 111 WHITNEY AVE | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $1,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $4,500 |
| YALE ALUMNI CHORUS FOUNDATION INC | |||||||
| 1140 CHAPEL ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $1,000 |
| Yale Law School Yale Law School Fund | |||||||
| PO BOX 208341 | New Haven | CT | 06519 | N/A | PC | Faculty Lounge Audio Visual Project | $20,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Hendrie Hall Renovation Project | $500,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | Kingman Brewster personal papers Project | $1,000 |
| YELLOWSTONE PARK FOUNDATION INC | |||||||
| 222 E MAIN ST STE 301 | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $15,000 |
| ZELIENOPLE HISTORICAL SOCIETY | |||||||
| 243 S MAIN ST | ZELIENOPLE | PA | 16063 | N/A | PC | General & Unrestricted | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,040,000 | 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 | $3,237 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $358,133 | 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 | $453,668 | 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 | $815,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $815,038 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC - 3.200 | $256,298 | $257,675 |
| BLACKROCK INC NOTE - 3.500% -1 | $322,487 | $308,766 |
| CR BARD INC - 2.875% - 01/15/2 | $250,365 | $258,313 |
| EBAY INC - 1.625% - 10/15/2015 | $237,540 | $254,880 |
| GE CAP CORP - 2.100% - 01/07/2 | $254,908 | $250,048 |
| GOLDMAN SACHS - 3.625% - 02/07 | $268,890 | $261,529 |
| HSBC FIN CORP - 5.000% - 06/30 | $243,608 | $264,180 |
| MEDTRONIC INC - 3.000% - 03/15 | $262,718 | $257,945 |
| PEPSICO INC - 5.000%% - 06/01/ | $282,480 | $336,515 |
| RABOBANK NEDERLAND - 2.125% - | $239,210 | $256,445 |
| TEXAS INSTRS INC - 0.450% - 08 | $300,079 | $299,793 |
| UNITEDHEALTH GROUP INC - 1.40% | $251,943 | $246,843 |
| VERIZONS COMMUNICATIONS - 1.95 | $307,018 | $301,101 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $56,863 | $105,620 |
| AFLAC INC. | $90,940 | $133,600 |
| AIR PRODS & CHEM INC. | $114,700 | $223,560 |
| ALTRIA GROUP INC | $57,616 | $122,848 |
| AMERICAN EXPRESS CO | $80,016 | $226,825 |
| APPLE INC. | $43,784 | $280,510 |
| BANK OF AMERICA CORP | $61,035 | $46,710 |
| BAXTER INTERNATIONAL INC. | $117,880 | $139,100 |
| BROADCOM CORPORATION | $68,440 | $118,600 |
| CHEVRON CORP | $144,590 | $249,820 |
| CISCO SYSTEMS INC | $104,580 | $134,580 |
| COVIDIEN LTD | $96,882 | $204,300 |
| CVS CAREMARK CORP. | $135,203 | $322,065 |
| DEERE CO | $55,771 | $136,995 |
| EMERSON ELECTRIC CO. | $95,085 | $210,540 |
| EXPRESS SCRIPTS HOLDING CO. | $119,547 | $280,960 |
| EXXON MOBIL CORP | $314,050 | $435,160 |
| FREEPORT-MCMORAN COPPER & GOLD | $54,490 | $150,960 |
| GENERAL ELECTRIC CO | $134,568 | $201,816 |
| GILEAD SCIENCES INC | $112,882 | $375,500 |
| HARBOR FDS INTL FD | $462,310 | $721,090 |
| HOME DEPOT INC. | $38,241 | $148,212 |
| INTERNATIONAL BUSINESS MACHINE | $170,960 | $375,140 |
| JOHNSON & JOHNSON | $118,770 | $183,180 |
| JP MORGAN CHASE & CO | $125,608 | $195,908 |
| LAZARD EMERGING MARKETS EQUITY | $101,809 | $96,972 |
| LOWES COMPANIES INC. | $68,989 | $148,650 |
| MCDONALD'S CORP | $109,780 | $194,060 |
| MONDELEZ INTERNATIONAL INC | $40,866 | $78,154 |
| MONSANTO CO | $130,418 | $174,825 |
| NATL OILWELL VARCO | $215,837 | $397,650 |
| NETAPP, INC. | $66,500 | $205,700 |
| NEXTERA ENERGY, INC | $135,045 | $256,860 |
| NORTHEAST UTIL | $120,814 | $211,950 |
| PACCAR INC | $59,771 | $133,133 |
| PARKER HANNIFIN CP | $82,080 | $289,440 |
| PEPSICO INC | $165,615 | $248,820 |
| PFIZER INC. | $116,900 | $214,410 |
| PHILIP MORRIS INTL | $104,863 | $217,825 |
| PRAXAIR INC. | $105,392 | $221,051 |
| PROCTER GAMBLE CO | $160,325 | $203,525 |
| QUALCOMM INC | $188,235 | $222,750 |
| SCHLUMBERGER LTD | $210,446 | $360,440 |
| SOUTHERN CO | $61,524 | $73,998 |
| TARGET CORPORATION | $120,690 | $126,540 |
| TETRA TECH INC. | $132,808 | $139,900 |
| UNITED TECHNOLOGIES CORP | $102,110 | $227,600 |
| VERIZON COMMUNICATIONS | $57,232 | $100,639 |
| WAL-MART STORES INC. | $81,075 | $118,035 |
| WELLS FARGO & CO. | $99,118 | $158,900 |
| YUM BRANDS INC | $81,435 | $226,830 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $406,158 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $401,210 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Governance/Counseling | CategoryTxt |
| Legal Fees | $49,152 | LegalFeesAmt |
| Disbursements Charitable Prps | $49,152 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $64,011 | $64,011 |
| State or Local Filing Fees | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $72,487 | Amt |
| Net Investment Income | $72,487 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $6,500 |
| 990-PF Extension for 2012 | $1,901 |