MCCULLOUGH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MCCULLOUGH FOUNDATION (EIN 01-0744113)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202433199349101758
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T08:37:20-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131833422PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASH & PARSONT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1122 EAST 42ND STREET SUITE 1507AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101681599ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010744113EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCCULLOUGH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCCUBusinessNameControlTxt
Phone2129531250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ASH PARSONT 122 E 42 ST 1507AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10168ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MCCULLOUGH TURNER JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8605351541PhoneNum
Signature2024-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL ASHPreparerPersonNm
PTINP00110546PTIN
Phone2129531250PhoneNum
Preparation2024-10-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,935,153FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,108ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$656InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$656InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,847DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,477DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,946NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$281,013GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,946CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$62,557TotalRevAndExpnssAmt
Total Net Invst Incm$61,079TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,026OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,026OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,237TaxesRevAndExpnssAmt
Taxes Net Invst Incm$129TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,772TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,164TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,875ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,875ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$87,647TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,164TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$78,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,090ExcessRevenueOverExpensesAmt
Net Investment Income$52,915NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$48,034SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,645SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,645SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$49,584USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$746,892CorporateStockBOYAmt
Corporate Stock EOY$835,645CorporateStockEOYAmt
Corporate Stock EOYFMV$1,873,518CorporateStockEOYFMVAmt
Other Investments BOY$59,351OtherInvestmentsBOYAmt
Other Investments EOY$14,967OtherInvestmentsEOYAmt
Other Investments EOYFMV$39,990OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$5,097OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$903,861TotalAssetsBOYAmt
Total Assets EOY$877,354TotalAssetsEOYAmt
Total Assets EOYFMV$1,935,153TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,417OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,417TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$902,444RetainedEarningBOYAmt
Retained Earning EOY$877,354RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$902,444TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$877,354TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$903,861TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$877,354TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$902,444TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,090ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$877,354SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$877,354TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2023-12-31$17,574$22,274-$4,700-$4,700
PUBLICLY TRADED SECURITIESP2023-12-31$263,374$216,793$46,581$46,581
CAPITAL GAINS DIVIDENDSP$65$65$65
FieldValueIRS element (for citing)
Capital Gain Net Income$41,946CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$736InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$736SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$736TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,548ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,108TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,372OverpaymentAmt
Applied To ES Tax$3,372AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN MCCULLOUGH TURNER JRIndividualWithBooksNm
Phone8605351541PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line137 MAIN STREETAddressLine1Txt
CityNORTH STONINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06359ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN MCCULLOUGH TURNER JR
37 MAIN STREETNORTH STONINGTONCT06359TRUSTEE0.25$0$0$0
PATRICIA S TURNER
37 MAIN STREETNORTH STONINGTONCT06359TRUSTEE2.00$0$0$0
LELAND J TURNER
PO BOX 7013BRECKENRIDGECO80424TRUSTEE0.25$0$0$0
GREGORY C TURNER
1001 ADELINE STREETOAKLANDCA94607TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,695,106AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,773AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,751,879TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,751,879AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,278CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,725,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,280MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,280MinimumInvestmentReturnAmt
Tax Based On Investment Income$736TaxBasedOnInvestmentIncomeAmt
Total Tax$736TotalTaxAmt
Distributable Before Adj$85,544DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$85,544DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$85,544DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$78,375ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$78,375QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,544DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$29,397ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,363ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,473ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,721ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,858ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$132,812TotalExcessDistributionCyovAmt
Qualifying Distributions$78,375QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$78,375AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,169ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,169ExcessDistributionCyovAppCYAmt
Total Corpus$125,643TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$22,228ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$103,415ExcessDistriCyovToNextYrAmt
Excess From Year4$35,363ExcessFromYear4Amt
Excess From Year3$15,473ExcessFromYear3Amt
Excess From Year2$12,721ExcessFromYear2Amt
Excess From Year1$39,858ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION JM CATFISH HUNTER CHAPTER
4 N BLOUNT STREETRALEIGHNC27601NONEMEDICALFOR OPERATIONS$100
ALWAYS HOME
119 HIGH STREETMYSTICCT06355NONEPUBLIC CHARITYFOR OPERATIONS$100
AMER FRIENDS SVC COMM-AFSC DEV FD
1501 CHERRY STPHILADELPHIAPA19102NONEPUBLIC CHARITYFOR OPERATIONS$4,000
AMERICAN RED CROSS
2025 E ST NWWASHINGTONDC20006NONEPUBLIC CHARITYFOR OPERATIONS$1,000
ARTS FOR LEARNING
1 EVERGREEN AVE STE 33HAMDENCT06518NONETHE ARTSFOR OPERATIONS$1,000
AVALONIA LAND CONSERVANCY
PO BOX 49OLD MYSTICCT06372NONECONSERVATIONFOR OPERATIONS$2,000
CHIKUMBUSO
389 E WYASSUP RDN STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$2,000
CHORUS OF WESTERLY
119 HIGH STREETWESTERLYRI02891NONETHE ARTSFOR OPERATIONS$500
CLIMATE LEADERSHIP COUNCIL
1900 M ST NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$100
CONGREGATIONAL CHURCH OF NORTH STONINGTON
PO BOX 66NORTH STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$10,000
CONNECTICUT FOODSHARE
2 RESEARCH PKWYWALLINFORDCT06492NONEFOOD BANKFOR OPERATIONS$3,000
DENISON PEQUOTSEPOS NATURE CENTER
PO BOX 122MYSTICCT06355NONEENVIRONMENTALFOR OPERATIONS$250
DOCTORS WITHOUT BORDERS
PO BOX 5022HAGERSTOWNMD21741NONEPUBLIC CHARITYFOR OPERATIONS$2,000
FINCA
PO BOX 98048WASHINGTONDC20090NONEPUBLIC CHARITYFOR OPERATIONS$2,000
FRIENDS OF HARKNESS
PO BOX 10WATERFORDCT06385NONEPUBLIC CHARITYFOR OPERATIONS$250
GARDE ARTS CENTER
325 STATE STREETNEW LONDONCT06320NONETHE ARTSFOR OPERATIONS$2,500
GROTON OPEN SPACE
PO BOX 9167GROTONCT06340NONEPUBLIC CHARITYFOR OPERATIONS$50
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709NONEPUBLIC CHARITYFOR OPERATIONS$2,000
HABITAT FOR HUMANITY SECT
377 BROAD STREETNEW LONDONCT06320NONEPUBLIC CHARITYFOR OPERATIONS$1,000
ISLAND INSTITUTE
PO BOX 648ROCKLANDME04841NONEPUBLIC CHARITYFOR OPERATIONS$100
MADONNA PLACE
240 MAIN STREETNORWICHCT36360NONEPUBLIC CHARITYFOR OPERATIONS$100
MERCY CORPS
3019 SW FIRST AVENUEPORTLANDOR97201NONEPUBLIC CHARITYFOR OPERATIONS$4,000
MYSTIC SEAPORT
75 GREENMANVILLE AVENUEMYSTICCT06355NONEPUBLIC CHARITYFOR OPERATIONS$200
NATIONAL MS SOCIETY
PO BOX 4527NEW YORKNY10163NONEPUBLIC CHARITYFOR OPERATIONS$100
NATURE CONSERVANCY
PO BOX 1556MERRIFIELDVA22116NONEPUBLIC CHARITYFOR OPERATIONS$1,000
NEW LONDON COUNTY HISTORICAL SOCIETY
11 BLINMAN STREETNEW LONDONCT06320NONETHE ARTSFOR OPERATIONS$50
NEW LONDON MARITIME MUSEUM
150 BANK STREETNEW LONDONCT06320NONEPUBLIC CHARITYFOR OPERATIONS$100
NORTH STONINGTON EDUCATION FOUNDATION
297 NORWICH-WESTERLY ROADNORTH STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$200
NORTH STONINGTON HISTORICAL SOCIETY
PO BOX 134N STONINGTONCT06359NONETHE ARTSFOR OPERATIONS$400
NORTH STONINGTON LIONS
PO BOX 1000N STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$125
PARK MCCULLOUGH HOUSE
PO BOX 388NORTH BENNINGTONVT05257NONEPUBLIC CHARITYFOR OPERATIONS$16,250
PARK MCCULLOUGH SCHOLARSHIP
PO BOX 388NORTH BENNINGTONMA05257NONEPUBLIC CHARITYFOR OPERATIONS$100
PARKINSONS FOUNDATION
PO BOX 5003ALBERTA LEAMN56007NONEPUBLIC CHARITYFOR OPERATIONS$50
PAWCATUCK NEIGHBORHOOD CENTER TRANPORTATION PROGRAM
27 CHASE STREETPAWCATUCKCT06379NONEPUBLIC CHARITYFOR OPERATIONS$500
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20077NONEPUBLIC CHARITYFOR OPERATIONS$1,000
PLANNED PARENTHOOD OF SE NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511NONEPUBLIC CHARITYFOR OPERATIONS$200
POPULATION CONNECTION
2120 L STREET NW 4TH FLWASHINGTONDC20037NONEPUBLIC CHARITYFOR OPERATIONS$1,000
SAVE THE SOUND
900 CHAPEL STREETNEW HAVENCT06510NONEPUBLIC CHARITYFOR OPERATIONS$500
SIERRA CLUB - NAT'L HEADQUARTERS
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612NONECONSERVATIONFOR OPERATIONS$500
START FRESH
76 FEDERAL STREETNEW LONDONCT06320NONEPUBLIC CHARITYFOR OPERATIONS$100
SUMMIT FOUNDATION
198 N FRENCH STBRECKENRIDGECO80424NONEPRIVATE FOUNDATIONFOR OPERATIONS$100
TRUST FOR PUBLIC LANDS
33 UNION STREET 4TH FLBOSTONMA02108NONECONSERVATIONFOR OPERATIONS$1,000
UNITED WAY OF SE CONNECTICUT
PO BOX 375GALES FERRYCT06335NONEPUBLIC CHARITYFOR OPERATIONS$100
WARM
56 SPRUCE STREETWESTERLYRI02890NONEPUBLIC CHARITYFOR OPERATIONS$2,000
WHEELER LIBRARY
PO BOX 217 101 MAIN STREETNORTH STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$100
WOMEN FOR WOMEN INTERNATIONAL
2000 M ST NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$100
WOOD PAWCATUCK WATERSHED ASSOCIATION
30 ARCADIA ROADHOPE VALLEYRI02832NONEPUBLIC CHARITYFOR OPERATIONS$250
CONNECTICUT PUBLIC BROADCASTING INC
1049 ASYLUM AVENUEHARTFORDCT06105NONEPUBLIC CHARITYFOR OPERATIONS$100
CTLCV EDUCATION FUND
20 CHURCH STREETHARTFORDCT06103NONEPUBLIC CHARITYFOR OPERATIONS$250
MAUI UNITED WAY
PO BOX 275KAHULUIHI96733NONEPUBLIC CHARITYFOR OPERATIONS$10,000
XERCES SOCIETY
PO BOX 97387WASHINGTONDC20009NONEPUBLIC CHARITYFOR OPERATIONS$250
AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION
2200 RESEARCH BLVDROCKVILLEMD20850NONEPUBLIC CHARITYFOR OPERATIONS$100
COLONIAL THEATRE
111 SOUTH STREETPITTSFIELDMA01201NONEPUBLIC CHARITYFOR OPERATIONS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,875TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$656ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,847ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,946ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$61,449ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,449TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,500DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2007 AMOUNT $12,936TAX YEAR: 2008 AMOUNT $ 7,045TAX YEAR: 2009 AMOUNT $17,322TAX YEAR: 2010 AMOUNT $15,884TAX YEAR: 2011 AMOUNT $ 114ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE INC$10,466$47,728
ALPHABET INC-CL C$25,291$98,651
AMAZON.COM INC$31,755$106,358
AMERICAN WATER WORKS$2,457$15,179
AMGEN INC$16,107$28,802
APPLE INC$25,646$127,070
CHIPOTLE MEXICAN GRILL$13,723$22,870
CHURCH & DWIGHT CO INC$6,461$8,983
CINTAS CORP$7,121$36,160
COSTCO WHOLESALE CORP$32,238$79,210
DANAHER CORP$24,206$37,014
EATON CORP PLC$12,517$36,123
FORTINET INC$11,856$30,728
GENMAB A/S$13,061$13,691
HEICO CORP$15,856$22,790
HOME DEPOT INC$13,219$60,646
IQVIA HOLDINGS INC$28,964$40,491
JP MORGAN CHASE & CO$11,287$28,917
LILLY ELI & CO$24,450$55,377
MICROSOFT CORP$26,688$141,015
NETFLIX$34,268$48,688
NEXTERA ENERGY INC$2,725$20,652
NVIDIA CORP$16,603$94,092
PALO ALTO NETWORKS$28,017$101,734
PEPSICO INC$19,011$50,952
SALESFORCE COM INC$22,930$44,733
SERVICE NOW$36,976$45,922
STRYKER$35,397$37,432
THERMO FISHER SCIENTIFIC INC$16,809$53,079
VISA INC-CLASS A SHARES$27,084$78,105
CHEVRON CORP$23,557$23,866
EOG RESOURCES INC$26,681$26,609
UNITED HEALTHCARE$14,801$15,794
BERKSHIRE HATHAWAY$23,517$23,183
BOSTON SCIENTIFIC$21,919$23,702
HONEYWELL INTL$12,542$12,583
NOVO-NORDISK$33,415$35,690
OLD DOMINION FREIGHT$9,669$12,160
SCHLUMBERGER LTD$8,197$7,806
TJX COMPANIES$34,449$37,524
WORKDAY INC$33,709$41,409

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPROLOGIS INCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$14,967BookValueAmt
EOYFMV$39,990EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM BROKERDesc
EOY Book Value$5,097EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$9RevenueAndExpensesPerBooksAmt
Net Investment Income$9NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO BROKERDesc
BOY Book Value$1,417BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$8,026Amt
Net Investment Income$8,026NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN WITHHOLDING$129$129$0
FEDERAL EXCISE TAX$1,108$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.