MARIE G DENNETT FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARIE G DENNETT FOUNDATION INC (EIN 06-1060970)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-01-16
- IRS object ID
- 202420169349100637
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-16T08:21:40-06:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061060970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIE G DENNETT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 2033498375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 N CEDAR ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAMSEY W GOODRICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033498375 | PhoneNum |
| Signature | 2024-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAMSEY | PersonFirstNm |
| Person Last | GOODRICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA A EXTANCE CPA | PreparerPersonNm |
| PTIN | P01278902 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2024-01-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,096,067 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $195,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $195,678 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $142,764 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,005 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $309,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,683 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,810 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,857 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $708 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $414,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,692 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $988,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,188,445 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,188,445 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,676,195 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,311,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,907,622 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,664,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,499,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,096,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,664,880 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,499,641 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,664,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,499,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,664,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,499,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,664,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,692 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,505,188 | SubtotalAmt |
| Other Decreases | $5,547 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,499,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAIN | P | $28,759 | -$28,759 | -$28,759 | |
| LONG TERM CAPITAL GAIN | P | $142,764 | $142,764 | $142,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,005 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,806 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,806 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,674 | OverpaymentAmt |
| Applied To ES Tax | $6,674 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAMSEY W GOODRICH | IndividualWithBooksNm |
| Phone | 2033498375 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 CEDAR ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAMSEY W GOODRICH | ||||||||
| 10 WOOD HOUSE ROAD | FAIRFIELD | CT | 06824 | PRESIDENT, TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN A GOODRICH | ||||||||
| 155 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RICHARD H RAMSEY | ||||||||
| 205 SUNSET DRIVE | GREENSBORO | NC | 27408 | SECRETARY/TREASURER, TRUSTEE | 0.00 | $0 | $0 | $0 |
| RICHARD L RAMSEY | ||||||||
| 205 HILL POINT ROAD | RICHMOND | VA | 23233 | VICE PRESIDENT, TRUSTEE | 0.00 | $0 | $0 | $0 |
| CATHERINE CARLSON | ||||||||
| 261 HUDSON STREET | DENVER | CO | 80220 | VICE PRESIDENT, TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,783,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $923,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,706,979 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,706,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,591,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,806 | TotalTaxAmt |
| Distributable Before Adj | $375,763 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $375,763 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $375,763 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $414,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $414,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $375,763 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,796 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,195 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,143 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,533 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $414,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $375,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,237 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $91,770 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,796 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,974 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,195 | ExcessFromYear4Amt |
| Excess From Year3 | $28,143 | ExcessFromYear3Amt |
| Excess From Year1 | $3,399 | ExcessFromYear1Amt |
| Excess From Current Year | $38,237 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BACKLINE CARE | |||||||
| PO BOX 13511 | PORTLAND | OR | 97213 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| BARNABAS NETWORK | |||||||
| PO BOX 2666 | GREENSBORO | NC | 27402 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| CARNEGIE HALL | |||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| COLLEGIATE SCHOOL | |||||||
| 103 N MORELAND ROAD | RICHMOND | VA | 23229 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $15,000 |
| FAIRFIELD COUNTY COMMUNITY FOUNDATION | |||||||
| 1118 CROSS HIGHWAY | FAIRFIELD | CT | 06824 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| FAIRFIELD THEATER COMPANY | |||||||
| 70 STANFORD STREET | FAIRFIELD | CT | 06824 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| FIRST PRESBYTERIAN NURSERY SCHOOL | |||||||
| 178 OENOKE RIDGE ROAD | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| GETTYSBURG COLLEGE | |||||||
| 300 N WASHINGTON ST BOX 423 | GETTYSBURG | PA | 17325 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| GOLF FIGHTS CANCER | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| GOOCHLAND FREE CLINIC & FAMILY SERVICES | |||||||
| PO BOX 116 | GOOCHLAND | VA | 23063 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| GRALAND COUNTRY DAY SCHOOL | |||||||
| 55 CLERMONT STREET | DENVER | CO | 80220 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| GREENSBORO DAY SCHOOL | |||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| GTCC FOUNDATION | |||||||
| PO BOX 309 | JAMESTOWN | NC | 27282 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| HARLEM ACADEMY | |||||||
| 1330 5TH AVE FRNT4 | NEW YORK | NY | 10026 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| HENRICO CASA | |||||||
| 3001 HUNGARY SPRING ROAD SUITE A | RICHMOND | VA | 23284 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| HOLY TRINITY EPISCOPAL CHURCH | |||||||
| 607 N GREEN ST | GREENSBORO | NC | 27401 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| JACOB'S LADDER | |||||||
| PO BOX 555 | URBANNA | VA | 23175 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| JEFF'S PLACE | |||||||
| 281 PLEASANT ST | FRAMINGHAM | MA | 01701 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| KENT DENVER FUND | |||||||
| 4000 EAST QUINCY AVE | ENGLEWOOD | CO | 80113 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| KIDS JOIN THE FIGHT | |||||||
| 919 ST CHARLES AVE | NEW ORLEANS | LA | 70130 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $15,000 |
| LAURIE CENTER FOR AUTISM | |||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| MARGERY PARCHER FUND | |||||||
| PO BOX 1743 | DUXBURY | MA | 02332 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| MCV FOUNDATION | |||||||
| PO BOX 843042 | RICHMOND | VA | 23284 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 855 SECOND AVE - 7TH FL | NEW YORK | NY | 10017 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| METROPOLITAN OPERA ASSOCIATION | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $35,000 |
| MISS PORTER'S SCHOOL | |||||||
| 60 MAIN ST | FARMINGTON | CT | 06032 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| NEW CANAAN FIRE COMPANY NO1 | |||||||
| 60 MAIN ST | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 |
| NEW CANAAN LIBRARY | |||||||
| 151 MAIN ST | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $6,500 |
| NIGHTINGALE-BAMFORD SCHOOL | |||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,500 |
| NORMA PFRIEM BREAST CENTER | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| OKEMO MOUNTAIN SCHOOL | |||||||
| 53 MAIN STREET | LUDLOW | VT | 05149 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| OUIMET SCHOLARSHIP FUND | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $40,000 |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST ST SUITE 800 | MIAMI | FL | 33131 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236970 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| POMFRET SCHOOL | |||||||
| PO BOX 128 | POMFRET | CT | 062580128 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 |
| RICHMOND BALLET | |||||||
| 407 EAST CANAL ST | RICHMOND | VA | 23219 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| SAVE THE MANATEE CLUB INC | |||||||
| 533 VERSAILLES DRIVE | MAITLAND | FL | 32751 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| SERVICE DOG PROJECT INC | |||||||
| 37 BOXFORD RD | IPSWICH | MA | 01938 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| SHELTERING ARMS FOUNDATION | |||||||
| 140 EAST SHORE DRIVE | GLEN ALLAN | VA | 23059 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| ST BERNARD'S SCHOOL | |||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10129 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | NOT RELATED | 501(C)(3) | CHARITABLE PRUPOSE | $5,000 |
| ST MARK EPISCOPAL CHURCH - NEW CANAAN | |||||||
| 111 OENOKE RIDGE RD | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,000 |
| ST MARK'S SCHOOL | |||||||
| 25 MARLBORO RD | SOUTHBOROUGH | MA | 01772 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,000 |
| ST MARY'S EPISCOPAL CHURCH | |||||||
| 12291 RIVER ROAD | RICHMOND | VA | 23238 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,500 |
| ST PAUL'S SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 033012591 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| STRATFORD HALL | |||||||
| 483 GREAT HOUSE ROAD | STRATFORD | VA | 22558 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| SWEETBRIAR COLLEGE | |||||||
| PO BOX 1057 | SWEET BRIAR | VA | 24595 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| THE EPISCOPAL SCHOOL IN THE CITY OF NEW YORK | |||||||
| DEPT 781637 PO BOX 7800 | DETROIT | MI | 48278 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 |
| THE FESSENDEN SCHOOL | |||||||
| 250 WALTHAM ST | NEWTON | MA | 02466 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $21,500 |
| THE FORSYTH INSTITUTE | |||||||
| 245 FIRST ST | CAMBRIDGE | MA | 02142 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,500 |
| THE MOCKINGBIRD FOUNDATION | |||||||
| 12407 WILLOW GROVE COURT | MOORPARK | CA | 93021 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| THE NEW YORK BOTANICAL GARDENS | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| THE PENN FUND - UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST SUITE 300 | PHILADELPHIA | PA | 191045099 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| TRUSTEE OF COLUMBIA UNIVERSITY | |||||||
| COLUMBIA UNIVERSITY- ROOM 9-903 | NEW YORK | NY | 10032 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| US SKI AND SNOWBOARD FOUNDATION | |||||||
| PO BOX 100 1 VICTORY LANE | PARK CITY | UT | 84060 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| UNITED WAY OF GREATER GREENSBORO | |||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| UNIVERSITY OF DENVER | |||||||
| 2101 S UNIVERSITY BLVD | DENVER | CO | 80208 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $4,500 |
| UP RVA | |||||||
| 4609 WYTHE AVE | RICHMOND | VA | 23226 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| VETERANS INC | |||||||
| 69 GROVE ST | WORCESTER | MA | 01605 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| VIRGINIA CENTER FOR THE CREATIVE ARTS | |||||||
| 154 SAN ANGELO DR | AMHERST | VA | 24521 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 |
| VIRGINIA MUSEUM OF FINE ARTS | |||||||
| 200 N BLVD | RICHMOND | VA | 232204007 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $15,000 |
| WAVENY CARE CENTER | |||||||
| 3 FARM RD | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $6,500 |
| WEST SCHOOL PTC | |||||||
| 769 PONUS RIDGE RD | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,500 |
| WOODBERRY FOREST SCHOOL | |||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $12,500 |
| WORLD WILDLIFE FUND | |||||||
| PO BOX 97180 | WASHINGTON | DC | 20090 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $309,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $309,683 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF & COMPANY | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $4,311,196 | EOYBookValueAmt |
| EOYFMV | $6,907,622 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTING ADJUSTMENT | Desc |
| Amt | $5,547 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $708 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MOORS & CABOT MANAGEMENT FEES | $35,810 | $35,810 | $0 |
| ADMIN FEE | $250 | $0 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $60 | $60 | $0 |
| ESTIMATED TAX PAYMENTS | $10,480 | $0 | $0 |
| 990-PF BALANCE DUE | $8,317 | $0 | $0 |
Comments