FARMINGTON BANK COMMUNITY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FARMINGTON BANK COMMUNITY FOUNDATION INC (EIN 45-2599017)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-28
- IRS object ID
- 202510879349100801
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-28T09:24:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TRUMBULL ST 24TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452599017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMINGTON BANK COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARM | BusinessNameControlTxt |
| Phone | 8608106506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74A VINE STREET | AddressLine1Txt |
| City | NEW BRITAIN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA FRANK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8608106506 | PhoneNum |
| Signature | 2025-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 WILLS | PreparerPersonNm |
| PTIN | P01828548 | PTIN |
| Phone | 8605223111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,588,632 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,262 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,262 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $433,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $433,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $233,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,833,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $670,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $670,871 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $124,471 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $124,471 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,207 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,207 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,868 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,868 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,476 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,537 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,939 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10,368 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,520 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,520 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,432 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,432 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,332 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,137 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $613,953 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $613,953 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $853,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $810,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$182,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $636,334 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,550 | CashBOYAmt |
| Cash EOY | $115,945 | CashEOYAmt |
| Cash EOYFMV | $115,945 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $216,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $296,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $296,594 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,288,382 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,170,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,170,893 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,172 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,531,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,588,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,588,632 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,636 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,734 | AccountsPayableEOYAmt |
| Grants Payable EOY | $112,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $515 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,345 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $117,079 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,529,736 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,471,553 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,529,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,471,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,531,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,588,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,529,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$182,601 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,124,418 | OtherIncreasesAmt |
| Subtotal | $17,471,553 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,471,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,802,295 | $1,599,216 | $203,079 | $203,079 | |
| CAPITAL GAINS DIVIDENDS | $30,877 | $30,877 | $30,877 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,956 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,500 | 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 | $6,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,345 | TaxDueAmt |
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 | FBCFCT.ORG | WebsiteAddressTxt |
| Individual With Books | CLIFTONLARSONALLEN LLP | IndividualWithBooksNm |
| Phone | 8608106506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74A VINE STREET | AddressLine1Txt |
| City | NEW BRITAIN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06052 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN RAY | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TATIANA PAREDES | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK PETERSON | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATALIE WEAVER | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIKA FRANK | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | PRESIDENT | 40.00 | $124,471 | $0 | $0 |
| KENNETH BURNS | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | CHAIR | 1.00 | $0 | $0 | $0 |
| ANDREAS KAPETANOPOULOS | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| JAMES HEALEY JR | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | TREASURER | 1.00 | $0 | $0 | $0 |
| PATIENCE P DUBY MCDOWELL | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RONALD BUCCHI | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN CARSON | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $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 | $17,055,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,200 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,332,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,332,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,072,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $853,630 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $853,630 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,845 | TotalTaxAmt |
| Distributable Before Adj | $844,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $844,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $844,785 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $810,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $810,090 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $844,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $155,248 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $810,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $155,248 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $654,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $189,943 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIKA FRANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74A VINE STREET | AddressLine1Txt |
| City | NEW BRITAIN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8608106506 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICANTS SHOULD USE THE "GRANT APPLICATION GRANT REQUEST" FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANTS ARE MADE SUBJECT TO THE FOUNDATION'S GRANTMAKING GUIDELINES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTS MINISTRIES INTERNATIONAL INC | ||||||
| 106 SOUTH STREET | WEST HARTFORD | CT | 06110 | PC | ACTS MINISTRIES FOOD PANTRY | $2,000 |
| ALS ASSOCIATION- CT CHAPTER | ||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | PC | MATCHING GRANT TO SUPPORT THE CT CHAPTER | $100 |
| AURORA WOMEN AND GIRLS FOUNDATION INC | ||||||
| PO BOX 370537 | WEST HARTFORD | CT | 06137 | PC | MATCHING GRANT FOR UHART WOMEN'S ADVANCEMENT INITIATIVE- LEAD PROGRAM | $5,000 |
| BEDROCK CREDIT AMERICA | ||||||
| 3 WICKHAMS FANCY | COLLINSVILLE | CT | 06019 | PC | TRAIN THE TRAINER - CREDIT EDUCATION | $1,500 |
| BLOOMFIELD CONGREGATIONAL CHURCH | ||||||
| 10 WINTONBURY AVE | BLOOMFIELD | CT | 06002 | PC | BLOOMFIELD COMMUNITY KITCHEN | $3,000 |
| BREAD FOR LIFE | ||||||
| PO BOX 925 | SOUTHINGTON | CT | 06489 | PC | FUNDING FOR FOOD EXPENSES FOR A SOUP KITCHEN | $6,500 |
| BRISTOL WORKS INC | ||||||
| PO BOX 11 | BRISTOL CT | CT | 06010 | PC | BRISTOLWORKS! | $9,000 |
| CAPITAL WORKFORCE PARTNERS INC (CWP) | ||||||
| ONE UNION PLACE | HARTFORD CT | CT | 06103 | PC | CAPITOL REGION WORKFORCE TRANSPORTATION COORDINATION INITIATIVE | $5,000 |
| CATHOLIC CHARITIES INC - ARCHDIOCESE OF HARTFORD | ||||||
| 839-841 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | ECONOMIC DEVELOPMENT AND ENTREPRENEURSHIP INITIATIVE | $10,000 |
| CCSU FOUNDATION INC | ||||||
| PO BOX 612 | NEW BRITAIN | CT | 060500612 | PC | COMMUNITY ENGAGEMENT EXPERIENTIAL LEARNING STIPEND (CEELS) | $10,000 |
| CENTER FOR CHILDREN'S ADVOCACY | ||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | PC | GREATER HARTFORD-NEW BRITAIN MEDICAL-LEGAL PARTNERSHIP PROJECT (MLPP) | $7,500 |
| CHARTER OAK STATE COLLEGE FOUNDATION | ||||||
| 185 MAIN STREET | NEW BRITAIN | CT | 06051 | PC | PARENTS INTENT ON IMPROVING TOMORROW (PIIT) | $9,000 |
| CHILDREN IN PLACEMENT | ||||||
| 470 JAMES STREET 007 | NEW HAVEN | CT | 06513 | PC | GUARDIAN AD LITEM (GAL) PROGRAM | $7,500 |
| CHRYSALIS CENTER INC | ||||||
| 255 HOMESTEAD AVENUE | HARTFORD | CT | 06132 | PC | CHRYSALIS CENTERS COMMUNITY SUPPORTIVE HOUSING | $15,000 |
| COMMUNITY FOUNDATION OF GREATER NEW BRITAIN INC | ||||||
| 74A VINE ST | NEW BRITAIN | CT | 06052 | PC | CAPACITY BUILDING FOR NONPROFITS | $8,000 |
| COMPASS YOUTH COLLABORATIVE | ||||||
| 55 AIRPORT ROAD SUITE 201 | HARTFORD | CT | 06114 | PC | TRAINING FOR EMPLOYMENT PROGRAM (TEP) | $9,000 |
| CONNECTICUT CHILDREN'S FOUNDATION | ||||||
| 282 WASHINGTON ST | HARTFORD | CT | 06106 | PC | SAFE KIDS CT CAR SEAT PROGRAM | $5,000 |
| CONNECTICUT COUNCIL FOR PHILANTHROPY INC | ||||||
| 75 CHARTER OAK AVENUE SUITE 1-2015 | HARTFORD | CT | 06106 | PC | BUILDING A SUBURBAN AND RURAL HOUSING MOVEMENT | $12,500 |
| CONNECTICUT FOODSHARE | ||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | MOBILE PANTRY FOOD DISTRIBUTION PROGRAM | $12,500 |
| CONNECTICUT FORUM INC | ||||||
| 750 MAIN STREET | HARTFORD | CT | 06103 | PC | MATCHING FUNDING | $103 |
| CONNECTICUT FOUNDATION FOR DENTAL OUTREACH | ||||||
| 835 WEST QUEEN STREET SUITE 2 | SOUTHINGTON | CT | 06489 | PC | CONNECTICUT MISSION OF MERCY FREE DENTAL CLINIC (CTMOM) | $10,000 |
| COVENANT TO CARE FOR CHILDREN INC | ||||||
| 1477 PARK STREET - SUITE 208 | HARTFORD | CT | 06106 | PC | BASIC ESSENTIAL GOODS FOR CHILDREN | $5,000 |
| CSZ FOUNDATION INC | ||||||
| 17 W MAIN ST | AVON | CT | 06001 | PC | MATCHING FUNDING | $250 |
| FORGE CITY WORKS | ||||||
| 227 LAWRENCE ST 2ND FL | HARTFORD | CT | 06106 | PC | CULINARY & CUSTOMER SERVICE JOB TRAINING | $10,000 |
| FOUNDATION FOR WEST HARTFORD PUBLIC SCHOOLS | ||||||
| 50 S MAIN ST 420 | WEST HARTFORD | CT | 06107 | PC | MATCHING FUNDING | $150 |
| FRESH START PALLET PRODUCTS | ||||||
| 20-28 SARGEANT ST | HARTFORD | CT | 06105 | PC | CONSTRUCTION JOB TRAINING AT FRESH START PALLET PRODUCTS | $7,500 |
| FRIENDSHIP SERVICE CENTER INC | ||||||
| PO BOX 1896 | NEW BRITAIN | CT | 06050 | PC | TOMASSO COMMUNITY KITCHEN | $12,500 |
| GIFTS OF LOVE INC | ||||||
| 34 E MAIN ST | AVON | CT | 06001 | PC | BASIC NEEDS | $12,500 |
| GRACE BAPTIST CHURCH | ||||||
| 736 KING STREET | BRISTOL | CT | 06010 | PC | GRACE COMMUNITY FOOD PANTRY | $3,000 |
| GREATER BRISTOL HOMES | ||||||
| PO BOX 3124 | BRISTOL | CT | 060113124 | PC | BRISTOL HOMES 2 AND BRISTOL HOMES 3 | $10,000 |
| GREATER NEW BRITAIN TEEN PREGNANCY PREVENTION INC | ||||||
| 43 VIETS STREET | NEW BRITAIN | CT | 06053 | PC | PATHWAYS TO SUCCESS IN HIGHER EDUCATION | $10,000 |
| HANDS ON HARTFORD | ||||||
| 55 BARTHOLOMEW AVENUE | HARTFORD | CT | 06109 | PC | MANNA FOOD PANTRY AND NEIGHBORHOOD SERVICES | $12,500 |
| HARTFORD CAMP COURANT | ||||||
| 96 BATTERSON PARK ROAD | FARMINGTON | CT | 06032 | PC | HARTFORD CAMP COURANT | $8,000 |
| HARTFORD HOSPITAL | ||||||
| 80 SEYMOUR ST | HARTFORD | CT | 06102 | PC | NEIGHBORHOOD HEALTH PROGRAM | $6,000 |
| HARTFORD INTERVAL HOUSE INC | ||||||
| P O BOX 340207 | HARTFORD | CT | 06134 | PC | BREAKING THE CYCLE | $12,500 |
| HARTFORD PROMISE | ||||||
| 750 MAIN STREET SUITE 1108-01 | HARTFORD | CT | 06103 | PC | HARTFORD PROMISE INTEGRATED COLLEGE SUCCESS MODEL | $6,000 |
| HARTFORD YOUTH SCHOLARS | ||||||
| PO BOX 260787 | HARTFORD | CT | 06126 | PC | THE COLLEGIATE ACADEMY AND HIGH SCHOOL AND COLLEGE SUCCESS | $10,000 |
| HEALING MEALS FOUNDATION CORPORATION | ||||||
| 140B NOD ROAD | WEATOGUE | CT | 06089 | PC | HEALTHY MEALS FOR NEIGHBORS IN NEED | $5,000 |
| HUMAN RESOURCES AGENCY OF NEW BRITAIN | ||||||
| 180 CLINTON ST | NEW BRITAIN | CT | 06053 | PC | NEW BRITAIN FOOD RESOURCE CENTER | $7,000 |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES | ||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | PC | EMERGENCY HOUSING ASSISTANCE | $4,000 |
| INTERNATIONAL HARTFORD | ||||||
| 151 NEW PARK AVE SUITE 5 | HARTFORD | CT | 06106 | PC | MBE MICROGRANTS | $8,000 |
| JFS HARTFORD (JEWISH FAMILY SERVICES OF GREATER HARTFORD) | ||||||
| 333 BLOOMFIELD AVE STE A | WEST HARTFORD | CT | 06117 | PC | COMPREHENSIVE COMMUNITY SUPPORTS (CCS) | $5,000 |
| JOURNEY HOME | ||||||
| PO BOX 260727 | HARTFORD | CT | 06126 | PC | HOUSING STABILIZATION FUNDS | $11,000 |
| KLINGBERG FAMILY CENTERS | ||||||
| 370 LINWOOD ST | NEW BRITAIN | CT | 06052 | PC | KLINGBERG CHILDREN'S ADVOCACY CENTER | $10,000 |
| KNOX INC | ||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | PC | GREEN JOBS APPRENTICESHIPS | $8,000 |
| LITERACY VOLUNTEERS OF CENTRAL CONNECTICUT | ||||||
| 20 HIGH STREET | NEW BRITAIN | CT | 06051 | PC | LITERACY FOR ECONOMIC SELF-SUFFICIENCY | $8,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | ||||||
| 30 ARBOR STREET SUITE 101 S | HARTFORD | CT | 06106 | PC | ADULT LITERACY AND JOB TRAINING | $10,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 75 CHARTER OAK AVENUE SUITE 2-300 | HARTFORD | CT | 06106 | PC | LISC CONNECTICUT | $12,000 |
| MAIN STREET COMMUNITY FOUNDATION INC | ||||||
| 120 HALCYON DRIVE | BRISTOL | CT | 06011 | PC | GRANT MASTERY TRAINING | $1,500 |
| MALTA HOUSE OF CARE INC | ||||||
| 136 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | ACCESS TO HEALTHCARE FOR UNINSURED ADULTS IN HARTFORD- 2025 | $12,000 |
| MCEIVR INC | ||||||
| 960 MAIN ST | HARTFORD | CT | 06103 | PC | MATCHING FUNDING | $300 |
| MERCY HOUSING AND SHELTER CORPORATION | ||||||
| 221 MAIN STREET 4TH FLOOR | HARTFORD | CT | 06106 | PC | ST. ELIZABETH HOUSE | $12,000 |
| MICHAEL E SIMMONS FOUNDATION INC | ||||||
| 750 CONNECTICUT BLVD | EAST HARTFORD | CT | 061088318 | PC | MATCHING FUNDING | $250 |
| MIDWEST FOOD BANK NEW ENGLAND | ||||||
| 440 ADAMS ST | MANCHESTER | CT | 06042 | PC | FREE FOOD & ESSENTIALS FOR WETHERSFIELD & BLOOMFIELD FEEDING AGENCY PARTNERS | $5,000 |
| MUTUAL HOUSING ASSOCIATION OF GREATER HARTFORD INC | ||||||
| 95 NILES ST | HARTFORD | CT | 06105 | PC | MATCHING FUNDING | $250 |
| NEIGHBORHOOD HOUSING GREATER NEW BRITAIN | ||||||
| 223 BROAD STREET | NEW BRITAIN | CT | 06053 | PC | HOME SERVICES PROGRAM | $8,000 |
| NEW BRITAIN HIGH SCHOOL | ||||||
| 110 MILL STREET | NEW BRITAIN | CT | 06051 | PC | MATCHING FUNDING FOR THE SARAH WILD JONES MEMORIAL SCHOLARSHIP | $100 |
| NEW BRITAIN ROOTS | ||||||
| PO BOX 853 | NEW BRITAIN | CT | 06050 | PC | THE COMMUNITY FRIDGE PROJECT | $6,000 |
| NEW HORIZONS INC | ||||||
| 37 BLISS MEMORIAL ROAD | UNIONVILLE | CT | 06085 | PC | EQUIPMENT FOR SUNSHINE WHEELS | $8,000 |
| OPERATION FUEL | ||||||
| 75 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 06106 | PC | EMERGENCY ENERGY ASSISTANCE IN THE FOUNDATIONS CATCHMENT AREA | $10,000 |
| PLAINVILLE COMMUNITY FOOD PANTRY | ||||||
| 54 SOUTH CANAL STREET | PLAINVILLE | CT | 06062 | PC | PLAINVILLE COMMUNITY FOOD PANTRY INTERVENTION, OUTREACH AND REFERRAL PROGRAM. | $6,000 |
| PRUDENCE CRANDALL CENTER INC | ||||||
| PO BOX 895 | NEW BRITAIN | CT | 06050 | PC | CHILDREN'S INTERVENTION AND PREVENTION SERVICES PROGRAM | $15,000 |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER FOUNDATION INC | ||||||
| 95 WOODLAND STREET 2ND FLOOR | HARTFORD | CT | 06105 | PC | MATCHING GRANT FOR THE AREA OF GREATEST NEED - SAINT FRANCIS HOSPITAL | $500 |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER FOUNDATION INC | ||||||
| 95 WOODLAND STREET 2ND FLOOR | HARTFORD | CT | 06105 | PC | MATCHING FUNDING | $200 |
| SENIOR TRANSPORTATION SERVICES INC | ||||||
| 830 CORBIN AVENUE | NEW BRITAIN | CT | 06037 | PC | HEALTHCARE TRANSPORTATION FOR OLDER ADULTS AND SENIORS | $8,500 |
| SERVICES FOR THE ELDERLY OF FARMINGTON INC | ||||||
| 321 NEW BRITAIN AVE | UNIONVILLE | CT | 06035 | PC | MEALS ON WHEEL & MEDICAL EQUIPMENT LOAN CLOSET | $6,000 |
| SOCIAL ENTERPRISE TRUST (RESET) | ||||||
| 1429 PARK STREET SUITE 114 | HARTFORD | CT | 06106 | PC | GROWING FOOD BUSINESSES THROUGH THE HARTFORD CULINARY COLLABORATIVE | $11,000 |
| SOUTH PARK INN | ||||||
| 75 MAIN STREET | HARTFORD | CT | 06106 | PC | BREAKING THE CYCLE OF HOMELESSNESS | $12,000 |
| ST VINCENT DE PAUL MISSION OF BRISTOL | ||||||
| 19 JACOBS STREET | BRISTOL | CT | 06010 | PC | SVDP CLIENT SERVICES | $10,000 |
| STANLEY WHITMAN HOUSE | ||||||
| 37 HIGH STREET | FARMINGTON | CT | 06032 | PC | MATCHING FUNDING | $500 |
| TABERNACLE CHRISTIAN CHURCH | ||||||
| 760 SPRING ST | SOUTHINGTON | CT | 064891521 | PC | GIVING BACK FOOD PANTRY | $5,000 |
| THE BRIDGE FAMILY CENTER INC | ||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 06107 | PC | MATCHING FUNDING | $250 |
| THE BRIDGE FAMILY CENTER INC | ||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 06107 | PC | BRIDGE FAMILY CENTER BASIC HUMAN NEED PROJECT | $5,000 |
| THE DIAPER BANK OF CT | ||||||
| 370 STATE STREET SUITE 4 | NORTH HAVEN | CT | 06473 | PC | DIAPER DISTRIBUTION NETWORK SUPPORT | $10,000 |
| THE FARMINGTON COMMUNITY CHEST | ||||||
| PO BOX 60 | FARMINGTON | CT | 060340060 | PC | COMMUNITY CHEST CARES | $8,000 |
| THE FARMINGTON FOOD PANTRY | ||||||
| P O BOX 84 75 MAIN STREET | FARMINGTON | CT | 06034 | PC | FARMINGTON FOOD PANTRY PERSONAL CARE PROGRAM | $4,500 |
| THE HOSPITAL OF CENTRAL CONNECTICUT | ||||||
| 100 GRAND STREET | NEW BRITAIN | CT | 06050 | PC | BREAST CANCER EARLY DETECTION PROGRAM | $9,000 |
| THE OPEN HEARTH | ||||||
| 150 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | PC | THE WORKING MAN'S CENTER (WMC) | $12,000 |
| THE PETIT FAMILY FOUNDATION INC | ||||||
| PO BOX 310 | PLAINVILLE | CT | 06062 | PC | MATCHING FUNDING | $1,000 |
| THE UNDERGROUND NE | ||||||
| PO BOX 852 | BLOOMFIELD | CT | 06002 | PC | ADULT MENTOR PROGRAM | $5,000 |
| THE VILLAGE FOR FAMILIES & CHILDREN INC | ||||||
| 1680 ALBANY AVE | HARTFORD | CT | 061051001 | PC | THE VILLAGE FINANCIAL OPPORTUNITY CENTER/FARMINGTON VITA PILOT | $11,500 |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | ||||||
| 440 NORTH MAIN STREET SUITE D | BRISTOL | CT | 06010 | PC | WALSH SUMMER WORK EXPERIENCE PROGRAM (WSWEP) | $8,000 |
| URISE VENTURES INC | ||||||
| 1229 ALBANY AVE STE 202 | HARTFORD | CT | 06112 | PC | OMNI PRINT PLUS | $8,000 |
| VISION TO LEARN | ||||||
| 12100 WILLSHIRE BLVD STE 1275 | LOS ANGELES | CA | 90025 | PC | EYE EXAMINATIONS AND FREE GLASSES FOR NEW BRITAIN CHILDREN DURING THE SUMMER- 2025-2026 | $10,000 |
| YWCA HARTFORD REGION INC | ||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | YW CAREER WOMEN (YWCW) | $9,000 |
| YWCA NEW BRITAIN | ||||||
| 19 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | PC | CHIDCARE BUSINESS INCUBATOR | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $613,953 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,262 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $433,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $233,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $670,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $670,871 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $30,868 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,868 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY FUNDS | FMV | $14,026,637 | $14,026,637 |
| BOND FUNDS | FMV | $3,144,256 | $3,144,256 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $10,172 | BOYBookValueAmt |
| EOY Book Value | $5,200 | EOYBookValueAmt |
| EOYFMV | $5,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $17,332 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,332 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,124,418 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $515 | BOYBookValueAmt |
| EOY Book Value | $2,345 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $34,537 | $34,537 | $0 | $0 |
| OTHER | $2,939 | $0 | $0 | $2,939 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $8,845 | $0 | $0 | $0 |
| PAYROLL TAXES | $10,368 | $0 | $0 | $10,368 |
Comments