SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-01
- IRS object ID
- 202321219349100702
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-01T07:27:09-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061355927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND ADAMS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201277158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEIFERT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEIF | BusinessNameControlTxt |
| Phone | 2037629000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD RD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA D SEIFERT | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 2037629000 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | SEIFERT | 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 | ROGER VALKENBURGH | PreparerPersonNm |
| PTIN | P00441709 | PTIN |
| Phone | 2037629000 | PhoneNum |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $657,215 | 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 | $12,327 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,327 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $540,312 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,336 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,663 | 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 |
| Other Prof Fees Rev And Expnss | $4,621 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,677 | CashBOYAmt |
| Cash EOY | $31,967 | CashEOYAmt |
| Cash EOYFMV | $31,967 | CashEOYFMVAmt |
| Other Investments BOY | $511,555 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $474,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $625,248 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $514,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $506,174 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $657,215 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $514,232 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $506,174 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $514,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $506,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $514,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $506,174 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $514,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,058 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $506,174 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $506,174 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (131 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25 SHARES BANK OF AMERICA | P | 2020-04-13 | 2022-01-07 | $1,194 | $603 | $591 | $591 |
| 5 SHARES ESTEE LAUDER COMPANIES | P | 2015-10-08 | 2022-01-07 | $1,765 | $419 | $1,346 | $1,346 |
| 25 SHARES EATON CORP. | P | 2020-03-03 | 2022-01-07 | $4,227 | $2,397 | $1,830 | $1,830 |
| 5 SHARES HOME DEPOT, INC. | P | 2020-03-23 | 2022-01-07 | $2,007 | $771 | $1,236 | $1,236 |
| 10 SHARES TELEFLEX, INC. | P | 2017-10-12 | 2022-01-07 | $3,219 | $2,400 | $819 | $819 |
| 10 SHARES TELEFLEX, INC. | P | 2017-11-03 | 2022-01-07 | $3,219 | $2,589 | $630 | $630 |
| 25 SHARES TJX COMPANIES, INC. | P | 2015-10-09 | 2022-01-07 | $1,863 | $907 | $956 | $956 |
| 25 SHARES WESTERN ALLIANCE BANKCORP | P | 2020-03-19 | 2022-01-07 | $3,028 | $600 | $2,428 | $2,428 |
| 25 SHARES NATIONAL VISION HOLDINGS | P | 2020-09-03 | 2022-01-07 | $1,133 | $977 | $156 | $156 |
| 100 SHARES BANK OF AMERICA | P | 2020-04-13 | 2022-01-18 | $4,641 | $2,413 | $2,228 | $2,228 |
| 5 SHARES CINTAS CORP. | P | 2017-02-10 | 2022-01-18 | $1,957 | $584 | $1,373 | $1,373 |
| 5 SHARES EATON CORP. | P | 2020-03-03 | 2022-01-18 | $822 | $479 | $343 | $343 |
| 25 SHARES JPMORGAN CHASE & CO. | P | 2020-03-17 | 2022-01-18 | $3,765 | $2,377 | $1,388 | $1,388 |
| 5 SHARES SBV FINANCIAL GROUP | P | 2020-03-18 | 2022-01-18 | $3,326 | $729 | $2,597 | $2,597 |
| 10 SHARES WESTERN ALLIANCE BANKCORP | P | 2020-03-19 | 2022-01-18 | $1,202 | $240 | $962 | $962 |
| 150 SHARES HANNON ARMSTRONG SUSTAINABLE INF. CAP., INC. | P | 2020-05-05 | 2022-01-18 | $6,597 | $4,116 | $2,481 | $2,481 |
| 1 SHARES AMAZON.COM, INC. | P | 2017-03-21 | 2022-01-21 | $2,878 | $845 | $2,033 | $2,033 |
| 5 SHARES ANSYS, INC. | P | 2009-07-13 | 2022-01-21 | $1,637 | $147 | $1,490 | $1,490 |
| 5 SHARES DANAHER CORP. | P | 2018-09-25 | 2022-01-21 | $1,394 | $540 | $854 | $854 |
| 12 SHARES EQUINIX, INC. | P | 2021-06-04 | 2022-01-21 | $8,751 | $9,457 | -$706 | -$706 |
| 5 SHARES THERMO FISHER SCIENTIFIC, INC. | P | 2016-06-28 | 2022-01-21 | $2,900 | $715 | $2,185 | $2,185 |
| 5 SHARES UNITEDHEALTH GROUP, INC. | P | 2015-10-01 | 2022-01-21 | $2,309 | $578 | $1,731 | $1,731 |
| 15 SHARES VISA, INC. | P | 2017-04-18 | 2022-01-21 | $3,108 | $1,345 | $1,763 | $1,763 |
| 30 SHARES PAYPAL HOLDINGS | P | 2015-07-30 | 2022-01-21 | $4,931 | $1,166 | $3,765 | $3,765 |
| 25 SHARES SOLAREDGE TECHNOLOGIES, INC. | P | 2020-01-28 | 2022-01-21 | $5,554 | $2,544 | $3,010 | $3,010 |
| 25 SHARES ANSYS, INC. | P | 2009-07-13 | 2022-01-24 | $8,111 | $734 | $7,377 | $7,377 |
| 5 SHARES SVB FINANCIAL GROUP | P | 2020-03-18 | 2022-01-24 | $2,715 | $729 | $1,986 | $1,986 |
| 50 SHARES APTIV, PLC | P | 2021-02-04 | 2022-01-24 | $6,685 | $7,365 | -$680 | -$680 |
| 25 SHARES WESTERN ALLIANCE BANKCORP | P | 2020-03-19 | 2022-01-24 | $2,706 | $600 | $2,106 | $2,106 |
| 400 SHARES CLARIVATE PLC | P | 2020-07-10 | 2022-01-27 | $6,205 | $8,955 | -$2,750 | -$2,750 |
| 10 SHARES CITAS CORP. | P | 2017-02-10 | 2022-02-07 | $3,815 | $1,167 | $2,648 | $2,648 |
| 15 SHARES EATON CORP. | P | 2020-03-03 | 2022-02-07 | $2,250 | $1,438 | $812 | $812 |
| 5 SHARES PAYPAL HOLDINGS | P | 2015-07-30 | 2022-02-08 | $593 | $194 | $399 | $399 |
| 25 SHARES PAYPAL HOLDINGS | P | 2019-01-07 | 2022-02-08 | $2,967 | $2,170 | $797 | $797 |
| 25 SHARES PAYPAL HOLDINGS | P | 2019-12-19 | 2022-02-08 | $2,967 | $2,719 | $248 | $248 |
| 25 SHARES BANK OF AMERICA | P | 2020-04-13 | 2022-02-15 | $1,189 | $603 | $586 | $586 |
| 5 SHARES EATON CORP. | P | 2002-03-03 | 2022-02-15 | $769 | $479 | $290 | $290 |
| 15 SHARES ADOBE, INC. | P | 2017-03-14 | 2022-02-16 | $7,055 | $1,816 | $5,239 | $5,239 |
| 15 SHARES HOME DEPOT INC. | P | 2020-03-23 | 2022-03-01 | $4,786 | $2,313 | $2,473 | $2,473 |
| 125 SHARES TJX COMPANIES, INC. | P | 2015-10-09 | 2022-03-01 | $8,080 | $4,534 | $3,546 | $3,546 |
| 5 SHARES PALO ALTO NETWORKS, INC. | P | 2021-02-03 | 2022-03-01 | $2,913 | $1,901 | $1,012 | $1,012 |
| 15 SHARES APTIV PLC | P | 2021-02-04 | 2022-03-01 | $1,792 | $2,209 | -$417 | -$417 |
| 55 SHARES APTIV PLC | P | 2021-02-19 | 2022-03-01 | $6,570 | $8,516 | -$1,946 | -$1,946 |
| 50 SHARES TREX CO. INC. | P | 2020-04-30 | 2022-03-01 | $4,159 | $2,428 | $1,731 | $1,731 |
| 5 SHARES LINDE PLC | P | 2019-10-15 | 2022-03-01 | $1,406 | $980 | $426 | $426 |
| 35 SHARES AUTODESK, INC. | P | 2020-04-07 | 2022-03-07 | $7,171 | $5,393 | $1,778 | $1,778 |
| 35 SHARES AUTODESK, INC. | P | 2020-11-06 | 2022-03-07 | $7,171 | $9,106 | -$1,935 | -$1,935 |
| 15 SHARES SVB FINANCIAL GROUP | P | 2020-03-18 | 2022-03-07 | $7,697 | $2,188 | $5,509 | $5,509 |
| 90 SHARES WESTERN ALLIANCE BANCORP | P | 2020-03-19 | 2022-03-07 | $7,132 | $2,160 | $4,972 | $4,972 |
| 100 SHARES TREX CO., INC. | P | 2020-08-04 | 2022-03-07 | $7,013 | $6,976 | $37 | $37 |
| 15 SHARES NVIDIA CORP. | P | 2019-11-05 | 2022-03-10 | $3,319 | $791 | $2,528 | $2,528 |
| 25 SHARSE ESTEE LAUDER COMPANIES | P | 2015-10-08 | 2022-03-14 | $6,315 | $2,096 | $4,219 | $4,219 |
| 40 SHARS JPMORGAN CHASE & CO. | P | 2020-03-17 | 2022-03-14 | $5,189 | $3,803 | $1,386 | $1,386 |
| 10 SHARS JPMORGAN CHASE & CO. | P | 2020-03-19 | 2022-03-14 | $1,297 | $851 | $446 | $446 |
| 100 SHARES CHARLES SCHWAB CORP. | P | 2021-03-30 | 2022-03-31 | $8,622 | $6,446 | $2,176 | $2,176 |
| 100 SHARES STEEL DYNAMICS, INC. | P | 2021-03-30 | 2022-03-31 | $8,430 | $5,099 | $3,331 | $3,331 |
| 40 SHARES SALESFORCE, INC. | P | 2017-07-20 | 2022-04-26 | $6,824 | $3,617 | $3,207 | $3,207 |
| 30 SHARES SALESFORCE, INC. | P | 2021-05-27 | 2022-04-26 | $5,118 | $6,822 | -$1,704 | -$1,704 |
| 10 SHAERS SERVICENOW | P | 2021-06-24 | 2022-04-26 | $4,589 | $5,567 | -$978 | -$978 |
| 10 SHAERS SERVICENOW | P | 2021-06-24 | 2022-05-09 | $4,275 | $5,567 | -$1,292 | -$1,292 |
| 15 SHAERS SERVICENOW | P | 2021-09-29 | 2022-05-09 | $6,413 | $9,341 | -$2,928 | -$2,928 |
| 10 SHARES SERVICENOW | P | 2022-03-22 | 2022-05-09 | $4,275 | $5,954 | -$1,679 | -$1,679 |
| 75 SHARES MATCH GROUP, INC. | P | 2022-03-23 | 2022-05-09 | $5,324 | $7,797 | -$2,473 | -$2,473 |
| 10 SHARES SALESFORCE, INC. | P | 2021-05-27 | 2022-05-10 | $1,677 | $2,274 | -$597 | -$597 |
| 40 SHARES SALESFORCE, INC. | P | 2022-03-22 | 2022-05-10 | $6,706 | $8,795 | -$2,089 | -$2,089 |
| 50 SHARES CHARLES SCHWAB CORP. | P | 2021-03-30 | 2022-05-10 | $3,224 | $3,223 | $1 | $1 |
| 150 SHARES CHARLES SCHWAB CORP. | P | 2021-04-21 | 2022-05-10 | $9,673 | $9,793 | -$120 | -$120 |
| 50 SHARES CME GROUP, INC. | P | 2021-06-03 | 2022-05-10 | $10,018 | $10,853 | -$835 | -$835 |
| 25 SHARES CME GROUP, INC. | P | 2022-03-03 | 2022-05-10 | $5,009 | $6,032 | -$1,023 | -$1,023 |
| 50 SHARES WALT DISNEY CO. | P | 2019-03-19 | 2022-05-12 | $5,145 | $5,671 | -$526 | -$526 |
| 50 SHARES WALT DISNEY CO. | P | 2019-04-12 | 2022-05-12 | $5,145 | $6,492 | -$1,347 | -$1,347 |
| 5 SHARES WALT DISNEY CO. | P | 2021-07-14 | 2022-05-12 | $514 | $925 | -$411 | -$411 |
| 25 SHARES NVIDIA CORP. | P | 2019-11-05 | 2022-05-12 | $3,911 | $1,318 | $2,593 | $2,593 |
| 5 SHARES PALO ALTO NETWORKS, INC. | P | 2021-02-03 | 2022-05-12 | $2,347 | $1,901 | $446 | $446 |
| 46 SHARES NATIONAL VISION HOLDINGS | P | 2020-09-03 | 2022-05-12 | $1,138 | $1,798 | -$660 | -$660 |
| 78 SHARES NATIONAL VISION HOLDINGS | P | 2020-09-04 | 2022-05-12 | $1,930 | $3,058 | -$1,128 | -$1,128 |
| 76 SHARES NATIONAL VISION HOLDINGS | P | 2020-09-08 | 2022-05-12 | $1,881 | $2,959 | -$1,078 | -$1,078 |
| 20 SHARES COSTCO WHOLESALE CORP. | P | 2022-02-17 | 2022-05-20 | $8,162 | $10,327 | -$2,165 | -$2,165 |
| 10 SHARES COSTCO WHOLESALE CORP. | P | 2022-03-10 | 2022-05-20 | $4,081 | $5,280 | -$1,199 | -$1,199 |
| 150 SHARES CISCO SYSTEMS, INC. | P | 2022-03-03 | 2022-05-20 | $6,273 | $8,421 | -$2,148 | -$2,148 |
| 25 SHARES OLD DOMINION FREIGHT LINE | P | 2022-01-27 | 2022-05-20 | $5,864 | $7,207 | -$1,343 | -$1,343 |
| 5 SHARES CHIPOTLE MEXICAN GRILL, INC. | P | 2020-11-24 | 2022-06-02 | $6,958 | $6,408 | $550 | $550 |
| 5 SHARES CHIPOTLE MEXICAN GRILL, INC. | P | 2020-11-24 | 2022-06-10 | $6,578 | $6,408 | $170 | $170 |
| 90 SHARES ADVANCED DRAINAGE SYSTEMS, INC. | P | 2021-09-30 | 2022-06-10 | $8,817 | $9,792 | -$975 | -$975 |
| 25 SHARES PROLOGIS, INC. | P | 2016-06-30 | 2022-06-13 | $2,674 | $1,211 | $1,463 | $1,463 |
| 10 SHARES PROLOGIS, INC. | P | 2020-05-28 | 2022-06-13 | $1,070 | $917 | $153 | $153 |
| 50 SHARES AMPHENOL CORP. | P | 2007-06-27 | 2022-06-29 | $3,176 | $439 | $2,737 | $2,737 |
| 5 SHARES CINTAS CORP. | P | 2017-02-10 | 2022-06-29 | $1,851 | $584 | $1,267 | $1,267 |
| 10 SHARES HEICO CORP. | P | 2020-09-29 | 2022-06-29 | $1,035 | $887 | $148 | $148 |
| 5 SHARES LINDE PLC | P | 2019-10-15 | 2022-06-29 | $1,442 | $980 | $462 | $462 |
| 150 SHARESSSSSSS DARLING INGREDIENTS | P | 2021-06-17 | 2022-07-14 | $8,456 | $9,780 | -$1,324 | -$1,324 |
| 100 SHARES STEEL DYNAMICS, INC. | P | 2021-03-30 | 2022-07-14 | $6,466 | $5,099 | $1,367 | $1,367 |
| 15 SHARES TELEFLEX, INC. | P | 2017-11-03 | 2022-07-29 | $3,616 | $3,883 | -$267 | -$267 |
| 10 SHARES TELEFLEX, INC. | P | 2019-01-07 | 2022-07-29 | $2,410 | $2,538 | -$128 | -$128 |
| 5 SHARES TELEFLEX, INC. | P | 2019-10-15 | 2022-07-29 | $1,205 | $1,648 | -$443 | -$443 |
| 5 SHARES EATON CORP. | P | 2020-11-06 | 2022-08-19 | $742 | $552 | $190 | $190 |
| 5 SHARES UNITEDHEALTH GROUP, INC. | P | 2015-10-01 | 2022-08-19 | $2,745 | $578 | $2,167 | $2,167 |
| 5 SHARES AON PLC | P | 2020-01-23 | 2022-08-19 | $1,494 | $1,063 | $431 | $431 |
| 5 SHARES AON PLC | P | 2020-03-17 | 2022-08-19 | $1,494 | $868 | $626 | $626 |
| 20 SHARES HEICO CORP. | P | 2020-09-29 | 2022-08-19 | $2,632 | $1,775 | $857 | $857 |
| 100 SHARES CHURCH & DWIGHT, INC. | P | 2022-03-17 | 2022-09-01 | $8,442 | $9,705 | -$1,263 | -$1,263 |
| 125 SHARES TREX CO., INC. | P | 2022-07-21 | 2022-09-01 | $5,720 | $7,843 | -$2,123 | -$2,123 |
| 20 SHARES ADOBE, INC. | P | 2017-03-14 | 2022-11-04 | $5,601 | $2,422 | $3,179 | $3,179 |
| 15 SHARES ADOBE, INC. | P | 2022-08-12 | 2022-11-04 | $4,201 | $6,685 | -$2,484 | -$2,484 |
| 50 SHARES CROWN CASTLE INC. | P | 2016-03-10 | 2022-11-04 | $6,418 | $3,904 | $2,514 | $2,514 |
| 40 SHARES CROWN CASTLE INC. | P | 2022-04-08 | 2022-11-04 | $5,134 | $7,929 | -$2,795 | -$2,795 |
| 25 SHARES AMAZON.COM, INC. | P | 2017-03-21 | 2022-11-29 | $2,294 | $1,056 | $1,238 | $1,238 |
| 50 SHARES AMPHENOL CORP. | P | 2007-06-27 | 2022-11-29 | $3,840 | $439 | $3,401 | $3,401 |
| 5 SHARES AMERICAN WATER WORKS CO., INC. | P | 2019-01-04 | 2022-11-29 | $725 | $449 | $276 | $276 |
| 5 SHARES CINTAS CORP. | P | 2017-02-10 | 2022-11-29 | $2,226 | $584 | $1,642 | $1,642 |
| 15 SHARES DANAHER CORP. | P | 2018-09-25 | 2022-11-29 | $3,847 | $1,620 | $2,227 | $2,227 |
| 20 SHARES EATON CORP. | P | 2020-11-06 | 2022-11-29 | $3,223 | $2,210 | $1,013 | $1,013 |
| 10 SHARES INTUIT, INC. | P | 2015-07-20 | 2022-11-29 | $3,792 | $1,070 | $2,722 | $2,722 |
| 75 SHARES MCCORMICK & CO. | P | 2014-06-23 | 2022-11-29 | $6,191 | $2,674 | $3,517 | $3,517 |
| 20 SHARES MCCORMICK & CO. | P | 2019-08-13 | 2022-11-29 | $1,651 | $1,677 | -$26 | -$26 |
| 80 SHARES MCCORMICK & CO. | P | 2022-02-02 | 2022-11-29 | $6,603 | $8,152 | -$1,549 | -$1,549 |
| 50 SHARES NEXTERA ENERGY, INC. | P | 2018-08-30 | 2022-11-29 | $4,095 | $2,142 | $1,953 | $1,953 |
| 15 SHARES ROXWELL AUTOMATION CORP. | P | 2020-04-20 | 2022-11-29 | $3,858 | $2,562 | $1,296 | $1,296 |
| 5 SHARES SHERWIN WILLIAMS CORP. | P | 2020-04-16 | 2022-11-29 | $1,199 | $810 | $389 | $389 |
| 5 SHARES THERMO FISHER SCIENTIFIC, INC. | P | 2016-06-28 | 2022-11-29 | $2,660 | $715 | $1,945 | $1,945 |
| 15 SHARES VISA, INC. | P | 2017-04-18 | 2022-11-29 | $3,109 | $1,345 | $1,764 | $1,764 |
| 10 SHARES AON PLC | P | 2020-03-17 | 2022-11-29 | $3,029 | $1,736 | $1,293 | $1,293 |
| 25 SHARES PALO ALTO NETWORKS, INC. | P | 2021-02-03 | 2022-11-29 | $4,236 | $3,168 | $1,068 | $1,068 |
| 100 SHARES PAYPAL HOLDINGS | P | 2022-07-28 | 2022-11-29 | $7,780 | $8,510 | -$730 | -$730 |
| 65 SHARES PAYPAL HOLDINGS | P | 2022-08-03 | 2022-11-29 | $5,057 | $6,408 | -$1,351 | -$1,351 |
| 75 SHARES NUTRIEN, LTD. | P | 2022-04-14 | 2022-11-30 | $5,968 | $8,375 | -$2,407 | -$2,407 |
| 25 SHARSE NUTRIEN, LTD. | P | 2022-08-04 | 2022-11-30 | $1,989 | $2,091 | -$102 | -$102 |
| 75 SHARES HANNON ARMSTRONG SUSTAINABLE INF. CAP., INC. | P | 2020-05-05 | 2022-12-19 | $2,253 | $1,968 | $285 | $285 |
| 125 SHARES HANNON ARMSTRONG SUSTAINABLE INF. CAP., INC. | P | 2020-11-10 | 2022-12-19 | $3,755 | $5,773 | -$2,018 | -$2,018 |
| 5 SHARES CHIPOTLE MEXICAN GRILL, INC. | P | 2022-08-03 | 2022-12-29 | $6,956 | $7,866 | -$910 | -$910 |
| 4 SHARES CHIPOTLE MEXICAN GRILL, INC. | P | 2022-09-12 | 2022-12-29 | $5,567 | $6,989 | -$1,422 | -$1,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,336 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,399 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,399 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $64 | EsPenaltyAmt |
| Tax Due | $1,463 | 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 | 0 | 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 | GREGORY AND ADAMS PC | IndividualWithBooksNm |
| Phone | 2037629000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | CHAIR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JEFFREY SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| TIM SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 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 | $586,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,342 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $669,666 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $669,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,045 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $659,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,399 | TotalTaxAmt |
| Distributable Before Adj | $31,582 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,582 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,582 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,582 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,984 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,146 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,918 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,528 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $113,771 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,418 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $186,189 | 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 | $17,984 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,205 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,146 | ExcessFromYear4Amt |
| Excess From Year3 | $8,918 | ExcessFromYear3Amt |
| Excess From Year2 | $11,528 | ExcessFromYear2Amt |
| Excess From Year1 | $66,195 | ExcessFromYear1Amt |
| Excess From Current Year | $72,418 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICARES | |||||||
| 89 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| SAINT MICHAELS & ALL ANGELS EPISCOPAL CHURCH - SANIBEL FLORIDA | |||||||
| 2304 PERIWINKLE WAY | SANIBEL | FL | 33097 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $50,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 100061705 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| GUNNISON VALLEY MENTORS | |||||||
| 101 N 8TH STREET | GUNNISON | CO | 81230 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| WAYPONT NEW HAMPSHIRE | |||||||
| 464 CHESTNUT STREET | MANCHESTER | NH | 03105 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,500 |
| FRIENDS OF BOSTON'S HOMELESS | |||||||
| 12 WISE STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVENUE | WASHINGTON | DC | 20001 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 CONNECTICUT AVENUE | NORWALK | CT | 06854 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| LIVING JOURNEYS | |||||||
| 300 BELLVIEW AVENUE | CRESTED BUTTE | CO | 81224 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| BROOKLINE HIGH SCHOOL INNOVATION FUND | |||||||
| 115 GREENOUGH STREET | BROOKLINE | MA | 02445 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| SALVATION ARMS KIDS' CAFE | |||||||
| 121 CEDAR STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| EASTER SEALS SENIORS COUNT | |||||||
| 555 AUBURN STREET | MANCHESTER | NH | 03103 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| NAMI NEW HAMPSHIRE | |||||||
| 85 STATE STREET | CONCORD | NH | 03301 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,500 |
| FAMILIES IN TRANSITION | |||||||
| 122 MARKET STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| ST JOSEPH'S COMMUNITY SERVICES | |||||||
| PO BOX 910 | MERRIMACK | NH | 03054 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| MEDICAL MISSIONS SISTERS | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,000 | 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 | $12,327 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,336 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,663 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,663 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ALL EARNINGS FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS |
| 8 | ALL CAPITAL GAINS AND LOSSES FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $474,207 | BookValueAmt |
| EOYFMV | $625,248 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 19/19 INVESTMENT COUNSEL, INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,621 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $91 | $0 | $0 |
| ADR FEE | $9 | $0 | $0 |
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