MARIE G DENNETT FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MARIE G DENNETT FOUNDATION INC (EIN 06-1060970)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-01-13
IRS object ID
202330139349100408
Schema version
2021v4.2
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)
Return2023-01-13T13:44:04-06:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061060970EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARIE G DENNETT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARIBusinessNameControlTxt
Phone2033498375PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1THE TIDE MILL BUILDING 99 HARBOR RAddressLine1Txt
CitySOUTHPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06890ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAMSEY W GOODRICHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2033498375PhoneNum
Signature2023-01-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRAMSEYPersonFirstNm
Person LastGOODRICHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHILLARY BURR CPAPreparerPersonNm
PTINP00910379PTIN
Phone6174399700PhoneNum
Preparation2023-01-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,924,155FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$160,734DividendsRevAndExpnssAmt
Dividends Net Invst Incm$160,734DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$635,051NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$644,773GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$635,051CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$795,785TotalRevAndExpnssAmt
Total Net Invst Incm$795,785TotalNetInvstIncmAmt
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$2,025AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,025AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$42,018OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41,768OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$250OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,028TaxesRevAndExpnssAmt
Taxes Net Invst Incm$345TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,071TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$42,113TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,275TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$412,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$412,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$472,571TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$42,113TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$414,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$323,214ExcessRevenueOverExpensesAmt
Net Investment Income$753,672NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,019,339SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$988,685SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$988,685SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,367,554CorporateStockBOYAmt
Corporate Stock EOY$4,676,195CorporateStockEOYAmt
Corporate Stock EOYFMV$6,935,470CorporateStockEOYFMVAmt
Total Assets BOY$5,386,893TotalAssetsBOYAmt
Total Assets EOY$5,664,880TotalAssetsEOYAmt
Total Assets EOYFMV$7,924,155TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,386,893CapitalStockBOYAmt
Capital Stock EOY$5,664,880CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,386,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,664,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,386,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,664,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,386,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$323,214ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,710,107SubtotalAmt
Other Decreases$45,227OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,664,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
SHORT TERM CAPITAL GAINP$9,722-$9,722-$9,722
LONG TERM CAPITAL GAINP$644,773$644,773$644,773
FieldValueIRS element (for citing)
Capital Gain Net Income$635,051CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,476InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,476SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,476TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,250EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,250TotalPaymentsAndCreditsAmt
Es Penalty$341EsPenaltyAmt
Tax Due$9,567TaxDueAmt

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 BooksRAMSEY W GOODRICHIndividualWithBooksNm
Phone2033498375PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1405 CEDAR ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAMSEY W GOODRICH
10 WOOD HOUSE ROADFAIRFIELDCT06824PRESIDENT, TRUSTEE0.00$0$0$0
JOHN A GOODRICH
155 EAST 72ND STREETNEW YORKNY10021TRUSTEE0.00$0$0$0
RICHARD H RAMSEY
205 SUNSET DRIVEGREENSBORONC27408TRUSTEE0.00$0$0$0
RICHARD L RAMSEY
205 HILL POINT ROADRICHMONDVA23233TRUSTEE0.00$0$0$0
CATHERINE CARLSON
261 HUDSON STREETDENVERCO80220VICE PRESIDENT, TRUSTEE0.00$0$0$0
ROBIN B GOODRICH
31 COVE STREETDUXBURYMA02332TRUSTEE0.00$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$7,193,818AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,371,706AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,565,524TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,565,524AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,483CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,437,041NetVlNoncharitableAssetsAmt
Minimum Investment Return$421,852MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$421,852MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,476TaxBasedOnInvestmentIncomeAmt
Total Tax$10,476TotalTaxAmt
Distributable Before Adj$411,376DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$411,376DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$411,376DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$414,775ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$414,775QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$411,376DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$93,054ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,796ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,195ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,143ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$143,188TotalExcessDistributionCyovAmt
Qualifying Distributions$414,775QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$411,376AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,399RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$146,587TotalCorpusAmt
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$93,054ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$53,533ExcessDistriCyovToNextYrAmt
Excess From Year4$3,796ExcessFromYear4Amt
Excess From Year3$18,195ExcessFromYear3Amt
Excess From Year2$28,143ExcessFromYear2Amt
Excess From Current Year$3,399ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BARNABAS NETWORK
PO BOX 2666GREENSBORONC27402NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
CARNEGIE HALL
881 SEVENTH AVENEW YORKNY10019NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
COLLEGIATE SCHOOL
103 N MORELAND ROADRICHMONDVA23229NOT RELATED501(C)(3)CHARITABLE PURPOSE$12,500
FAIRFIELD COLLEGE PREPARATORY SCHOOL
1073 NORTH BENSON RDFAIRFIELDCT06824NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
FAIRFIELD COUNTY COMMUNITY FOUNDATION
1118 CROSS HIGHWAYFAIRFIELDCT06824NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
FAIRFIELD THEATER COMPANY
70 STANFORD STREETFAIRFIELDCT06824NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
FIRST PRESBYTERIAN NURSERY SCHOOL
178 OENOKE RIDGE ROADNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$1,000
FOLDS OF HONOR FOUNDATION
DEPARTMENT 13TULSAOK74182NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
GETTYSBURG COLLEGE
300 N WASHINGTON ST BOX 423GETTYSBURGPA17325NOT RELATED501(C)(3)CHARITABLE PURPOSE$1,000
GOLF FIGHTS CANCER
300 ARNOLD PALMER BLVDNORTONMA02766NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
GOLF FOR ALL
PO BOX 81246WELLESLEY HILLSMA02481NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
GOOCHLAND FREE CLINIC & FAMILY SERVICES
PO BOX 116GOOCHLANDVA23063NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
GRALAND COUNTRY DAY SCHOOL
55 CLERMONT STREETDENVERCO80220NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRIVEGREENSBORONC27455NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
GROWING MUSIC IN MASS FOUNDATION (MMEA)
PO BOX 920004NEEDHAMMA02492NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
GTCC FOUNDATION
PO BOX 309JAMESTOWNNC27282NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
HARLEM ACADEMY
1330 5TH AVE FRNT4NEW YORKNY10026NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
HENRICO CASA
3001 HUNGARY SPRING ROAD SUITE ARICHMONDVA23284NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
HOLY TRINITY EPISCOPAL CHURCH
607 N GREEN STGREENSBORONC27401NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREETNEW YORKNY10021NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
JACOB'S LADDER
PO BOX 555URBANNAVA23175NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
JEFF'S PLACE
281 PLEASANT STFRAMINGHAMMA01701NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
KENT DENVER FUND
4000 EAST QUINCY AVEENGLEWOODCO80113NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
KIDS JOIN THE FIGHT
919 ST CHARLES AVENEW ORLEANSLA70130NOT RELATED501(C)(3)CHARITABLE PURPOSE$15,000
MCV FOUNDATION
PO BOX 843042RICHMONDVA23284NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10021NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
METROPOLITAN OPERA ASSOCIATION
30 LINCOLN CENTERNEW YORKNY10023NOT RELATED501(C)(3)CHARITABLE PURPOSE$35,000
MISS PORTER'S SCHOOL
60 MAIN STFARMINGTONCT06032NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
MY STUFF BAGS FOUNDATION
5347 STERLING CENTER DRIVEWESTLAKE VILLAGECA91361NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
NEW CANAAN FIRE COMPANY NO1
60 MAIN STNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,000
NEW CANAAN LIBRARY
151 MAIN STNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$6,500
NIGHTINGALE-BAMFORD SCHOOL
20 E 92ND STNEW YORKNY10128NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,000
NORWALK SYMPHONY ORCHESTRA
25 VAN ZANT ST SUITE 14-3NORWALKCT06855NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
OKEMO MOUNTAIN SCHOOL
53 MAIN STREETLUDLOWVT05149NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
OUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BLVDNORTONMA02766NOT RELATED501(C)(3)CHARITABLE PURPOSE$55,000
PARKINSON'S FOUNDATION
200 SE 1ST ST SUITE 800MIAMIFL33131NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK
10 LINCOLN CENTER PLAZANEW YORKNY100236970NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
POMFRET SCHOOL
PO BOX 128POMFRETCT062580128NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,000
RICHMOND BALLET
407 EAST CANAL STRICHMONDVA23219NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
SERVICE DOG PROJECT INC
37 BOXFORD RDIPSWICHMA01938NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
SHELTERING ARMS FOUNDATION
140 EAST SHORE DRIVEGLEN ALLANVA23059NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZAPALM BEACHFL33480NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
ST BERNARD'S SCHOOL
4 EAST 98TH STREETNEW YORKNY10129NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
ST LAWRENCE UNIVERSITY
23 ROMODA DRIVECANTONNY13617NOT RELATED501(C)(3)CHARITABLE PRUPOSE$5,000
ST MARK EPISCOPAL CHURCH - NEW CANAAN
111 OENOKE RIDGE RDNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$7,000
ST MARK'S SCHOOL
25 MARLBORO RDSOUTHBOROUGHMA01772NOT RELATED501(C)(3)CHARITABLE PURPOSE$7,000
ST MARY'S EPISCOPAL CHURCH
12291 RIVER ROADRICHMONDVA23238NOT RELATED501(C)(3)CHARITABLE PURPOSE$7,500
ST PAUL'S SCHOOL
325 PLEASANT STCONCORDNH033012591NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
STRATFORD HALL
483 GREAT HOUSE ROADSTRATFORDVA22558NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
SWEETBRIAR COLLEGE
PO BOX 1057SWEET BRIARVA24595NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
THE EPISCOPAL SCHOOL IN THE CITY OF NEW YORK
DEPT 781637 PO BOX 7800DETROITMI48278NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
THE FESSENDEN SCHOOL
250 WALTHAM STNEWTONMA02466NOT RELATED501(C)(3)CHARITABLE PURPOSE$21,500
THE FORSYTH INSTITUTE
245 FIRST STCAMBRIDGEMA02142NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
THE NEW YORK BOTANICAL GARDENS
2900 SOUTHERN BLVDBRONXNY10458NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
THE PENN FUND - UNIVERSITY OF PENNSYLVANIA
2929 WALNUT ST SUITE 300PHILADELPHIAPA191045099NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
TRUSTEE OF COLUMBIA UNIVERSITY
COLUMBIA UNIVERSITY- ROOM 9-903NEW YORKNY10032NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
US SKI AND SNOWBOARD FOUNDATION
PO BOX 100 1 VICTORY LANEPARK CITYUT84060NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
UNITED WAY OF GREATER GREENSBORO
1500 YANCEYVILLE STGREENSBORONC27405NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
UNIVERSITY OF DENVER
2101 S UNIVERSITY BLVDDENVERCO80208NOT RELATED501(C)(3)CHARITABLE PURPOSE$7,000
UP RVA
4609 WYTHE AVERICHMONDVA23226NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
VETERANS INC
69 GROVE STWORCESTERMA01605NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
VIRGINIA CENTER FOR THE CREATIVE ARTS
154 SAN ANGELO DRAMHERSTVA24521NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
VIRGINIA MUSEUM OF FINE ARTS
200 N BLVDRICHMONDVA232204007NOT RELATED501(C)(3)CHARITABLE PURPOSE$15,000
WAVENY CARE CENTER
3 FARM RDNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$4,000
WEST SCHOOL PTC
769 PONUS RIDGE RDNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$1,500
WOODBERRY FOREST SCHOOL
402 WOODBERRY STATIONWOODBERRY FORESTVA22989NOT RELATED501(C)(3)CHARITABLE PURPOSE$15,000
WORLD WILDLIFE FUND
PO BOX 97180WASHINGTONDC20090NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$412,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160,734ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$635,051ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$795,785ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$795,785TotalIncomeProducingActyAmt

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)
CategoryWOLF & COMPANYCategoryTxt
Amt$2,025Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,025DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKStockNm
EOY Book Value$4,676,195EOYBookValueAmt
EOYFMV$6,935,470EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescACCOUNTING ADJUSTMENTDesc
Amt$45,227Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MOORS & CABOT MANAGEMENT FEES$41,768$41,768$0
ADMIN FEE$250$0$250

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$345$345$0
ESTIMATED TAX PAYMENTS$2,500$0$0
990-PF BALANCE DUE$13,183$0$0

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