TOMBROS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TOMBROS FOUNDATION (EIN 52-2284151)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349101968
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T15:04:58-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061143555 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDS & ROWELLA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 GROVE STREET | AddressLine1 |
| City | RIDGEFIELD | City |
| State | CT | State |
| ZIP Code | 06877 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522284151 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOMBROS FOUNDATION CO REYNOLDS & ROWELLA LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TOMB | NameControl |
| Phone | 2034380161 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 GROVE STREET | AddressLine1 |
| City | RIDGEFIELD | City |
| State | CT | State |
| ZIP Code | 06877 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER TOMBROS | Name |
| Title | PRESIDENT | Title |
| Phone | 2034380161 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS F REYNOLDS CPA | Name |
| PTIN | P00159823 | PTIN |
| Phone | 2034380161 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11465250 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 242630 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 242630 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 175318 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 175318 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 357999 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2720333 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 357999 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 775947 | TotalRevenueAndExpenses |
| Total Net Investment Income | 775947 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 64968 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 16242 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 12000 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7775 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 57268 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8797 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 706 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 706 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 151514 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 16948 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 906850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 906850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1058364 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 923798 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -282417 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 775947 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 973476 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 205877 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 205877 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 9866864 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 10352046 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 11259373 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 10840340 | TotalAssetsBOY |
| Total Assets EOY | 10557923 | TotalAssetsEOY |
| Total Assets EOYFMV | 11465250 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 10840340 | RetainedEarningsBOY |
| Retained Earnings EOY | 10557923 | RetainedEarningsEOY |
| Total Net Assets BOY | 10840340 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10557923 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10840340 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10557923 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10840340 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -282417 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 10557923 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10557923 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS XX3093 | P | 2009-02-05 | 2012-11-13 | 604952 | 484278 | 120674 | 120674 |
| GOLDMAN SACHS XX5174 | P | 2011-10-12 | 2012-03-28 | 246283 | 241189 | 5094 | 5094 |
| GOLDMAN SACHS XX5174 | P | 2011-10-12 | 2012-12-26 | 1221530 | 1072503 | 149027 | 149027 |
| GOLDMAN SACHS XX0701 | P | 2012-02-24 | 2012-11-09 | 37066 | 34471 | 2595 | 2595 |
| GOLDMAN SACHS XX0701 | P | 2011-02-15 | 2012-09-20 | 40213 | 26346 | 13867 | 13867 |
| GOLDMAN SACHS XX0701 | P | 2010-06-15 | 2012-12-03 | 203107 | 159828 | 43279 | 43279 |
| BLACKROCK | P | 2011-04-13 | 2012-03-27 | 273250 | 273250 | 0 | 0 |
| CYRUS ACCESS LTD | P | 2010-01-01 | 2012-08-03 | 27498 | 70469 | -42971 | -42971 |
| CAPITAL GAINS DIVIDENDS | P | 66434 | 66434 | 66434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 357999 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 590823 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11870269 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049773 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 465120 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11070159 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042016 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 709130 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10460493 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.067791 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 269700 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 12892712 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.020919 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 509025 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14108410 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036080 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.216579 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043316 | AverageDistributionRatio |
| Net Noncharitable Assets | 11657881 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 504973 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7759 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 512732 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 923798 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7759 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7759 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7759 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 22562 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 22562 | TotalCreditsAndPayments |
| Overpayment | 14803 | Overpayment |
| Amount Credited To Next Year | 14803 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | THE AYCO COMPANY LP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5188864213 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 860 | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 128660860 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PETER G TOMBROS | ||||||||
| PO BOX 1237 | NEW CANAAN | CT | 06840 | PRESIDENT | 35.00 | 32484 | 0 | 0 |
| ANN C TOMBROS | ||||||||
| PO BOX 1237 | NEW CANAAN | CT | 06840 | VICE PRESIDENT | 35.00 | 32484 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11715662 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 119750 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11835412 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11835412 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 177531 | CashDeemedCharitable |
| Net Noncharitable Assets | 11657881 | NetNoncharitableAssets |
| Minimum Investment Return | 582894 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 582894 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7759 | TaxBasedOnInvestmentIncome |
| Total Tax | 7759 | TotalTax |
| Distributable Amount Before Adj | 575135 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 575135 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 575135 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 923798 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 923798 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7759 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 916039 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 575135 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 483068 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 923798 | QualifyingDistributions |
| Applied To Year1 | 483068 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 440730 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 134405 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CARNEGIE HALL SOCIETY INC | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | DONATION | $15,000 |
| COMMUNITY FUND OF DARIEN | |||||||
| 701 POST ROAD | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | DONATION | $600 |
| CORNELIA DE LANGE SYNDROME FOUNDATION | |||||||
| 302 WEST MAIN STREET | AVON | CT | 06001 | NONE | PUBLIC CHARITY | DONATION | $500 |
| NEUROPATHY ASSOCIATION | |||||||
| 60 EAST 42ND STREET SUITE 942 | NEW YORK | CT | 10165 | NONE | PUBLIC CHARITY | DONATION | $10,000 |
| NORWALK LAND TRUST | |||||||
| PO BOX 34 | NORWALK | CT | 06853 | NONE | PUBLIC CHARITY | DONATION | $18,800 |
| PENN STATE CATHOLIC CAMPUS MINISTRY | |||||||
| 205 PASQUERILLA SPIRITUAL CTR | STATE COLLEGE | PA | 16802 | NONE | PUBLIC CHARITY | DONATION | $10,000 |
| SPECIAL EDUCATION NETWORK OF NEW CANAAN | |||||||
| PO BOX 1612 | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | DONATION | $1,000 |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | DONATION | $806,000 |
| INTERNATIONAL MENTAL HEALTH RESEARCH ORG | |||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | NONE | PUBLIC CHARITY | DONATION | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | DONATION | $1,000 |
| SHAKESPEARE ON THE SOUND | |||||||
| PO BOX 15 | NORWALK | CT | 06853 | NONE | PUBLIC CHARITY | DONATION | $2,450 |
| CITY OF NORWALK | |||||||
| 125 EAST AVENUE | NORWALK | CT | 06853 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 |
| GIRL SCOUTS IN THE HEART OF PENNSYLVANIA | |||||||
| 350 HALE AVENUE | HARRISBURG | PA | 17104 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| STRATFORD BAPTIST CHURCH | |||||||
| 1301 STRATFORD AVENUE | STRATFORD | CT | 06615 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| SALT LAKE EDUCATION FOUNDATION | |||||||
| 440 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CARVER FOUNDATION OF NORWALK INC | |||||||
| 7 ACADEMY STREET | NORWALK | CT | 06850 | NONE | PUBLIC CHARITY | 2012 TOY DRIVE | $500 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| DOWNTOWN STATE COLLEGE IMPROVEMENT DIST | |||||||
| 127 S FRASER STREET | STATE COLLEGE | PA | 16801 | NONE | PUBLIC CHARITY | TOGETHER WE ARE ONE CAMPAIGN | $5,000 |
| NYC CHAPTER PENN STATE ALUMNI ASSOCIATION | |||||||
| GRAND CENTRAL STATION PO BOX 2927 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| PENN STATE DANCE MARATHON | |||||||
| 210 HUB | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 906850 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $242,630 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $175,318 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $357,999 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $775,947 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 775947 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $7,775 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MERRILL LYNCH - VARIOUS EQUITIES | 0 | 0 |
| GOLDMAN SACHS - VARIOUS EQUITIES | 10352046 | 11259373 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $12,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LICENSES & PERMITS | Description |
| Revenue And Expenses Per Books | 706 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 706 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $33,916 | 0 | 0 |
| MANAGEMENT FEES | $23,352 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $2,131 | 0 | 0 |
| PAYROLL TAXES | $6,666 | 0 | 0 |