FIELD FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FIELD FAMILY FOUNDATION (EIN 06-6462956)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202341359349105929
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

FieldValueIRS element (for citing)
Return2023-05-15T19:27:21-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN831773510PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CASTELLANO-PIATT ACCOUNTINGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12469 CORRALES RD STE A5AddressLine1Txt
CityCORRALESCityNm
State AbbreviationNMStateAbbreviationCd
ZIP87048ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066462956EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FIELD FAMILY FOUNDATION TRUSTBusinessNameLine1Txt
Business Name Line2C/O THOMAS B FIELDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFIELBusinessNameControlTxt
Phone2039873660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 ARROYO VENADA ROADAddressLine1Txt
CityPLACITASCityNm
State AbbreviationNMStateAbbreviationCd
ZIP87043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS FIELDSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5054599639PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastFIELDSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRUTH ANN PIATT CPAPreparerPersonNm
PTINP00943435PTIN
Phone5058977382PhoneNum
Preparation2023-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,006,414FMVAssetsEOYAmt
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$19,025DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,025DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,025DividendsAdjNetIncmAmt
Other Income Rev And Expnss$160OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$160OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$160OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$19,185TotalRevAndExpnssAmt
Total Net Invst Incm$19,185TotalNetInvstIncmAmt
Total Adj Net Incm$19,185TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,735TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$885TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,735TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$885TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$80,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,550ExcessRevenueOverExpensesAmt
Net Investment Income$18,300NetInvestmentIncomeAmt
Adjusted Net Income$19,185AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$199,638CashBOYAmt
Cash EOY$136,136CashEOYAmt
Cash EOYFMV$136,136CashEOYFMVAmt
Corporate Stock BOY$398,279CorporateStockBOYAmt
Corporate Stock EOY$353,691CorporateStockEOYAmt
Corporate Stock EOYFMV$827,323CorporateStockEOYFMVAmt
Corporate Bonds EOY$45,432CorporateBondsEOYAmt
Corporate Bonds EOYFMV$42,955CorporateBondsEOYFMVAmt
Total Assets BOY$597,917TotalAssetsBOYAmt
Total Assets EOY$535,259TotalAssetsEOYAmt
Total Assets EOYFMV$1,006,414TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$597,917CapitalStockBOYAmt
Retained Earning EOY$535,259RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$597,917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$535,259TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$597,917TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$535,259TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$597,917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,550ExcessRevenueOverExpensesAmt
Subtotal$535,367SubtotalAmt
Other Decreases$108OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$535,259TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$254InvestmentIncomeExciseTaxAmt
Subtotal$254SubtotalAmt
Tax Based On Investment Income$254TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$708EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$708TotalPaymentsAndCreditsAmt
Overpayment$454OverpaymentAmt
Applied To ES Tax$454AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS FIELDSIndividualWithBooksNm
Phone2039873660PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line165 ARROYO VENADA ROADAddressLine1Txt
CityPLACITASCityNm
State AbbreviationNMStateAbbreviationCd
ZIP870439101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTHOMAS FIELDSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 ARROYO VENADA ROADAddressLine1Txt
CityPLACITASCityNm
State AbbreviationNMStateAbbreviationCd
ZIP870439101ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$931,695AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$169,342AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,101,037TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,101,037AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,516CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,084,521NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,226MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,226MinimumInvestmentReturnAmt
Tax Based On Investment Income$254TaxBasedOnInvestmentIncomeAmt
Total Tax$254TotalTaxAmt
Distributable Before Adj$53,972DistributableBeforeAdjAmt
Distributable Before Ded$53,972DistributableBeforeDedAmt
Distributable As Adjusted$53,972DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$80,850ExpensesAndContributionsAmt
Qualifying Distributions$80,850QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,972DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$14,081ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$14,081TotalExcessDistributionCyovAmt
Qualifying Distributions$80,850QualifyingDistributionsAmt
Applied To Current Year$53,972AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,878RemainingDistriFromCorpusAmt
Total Corpus$40,959TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$40,959ExcessDistriCyovToNextYrAmt
Excess From Year4$14,081ExcessFromYear4Amt
Excess From Current Year$26,878ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEW HARTFORD LAND TRUST
PO BOX 272NEW HARTFORDCT06057501(C)(3)GENERAL PURPOSE$40,000
NEW HARTFORD LAND TRUST
PO BOX 272NEW HARTFORDCT06057501(C)(3)GENERAL PURPOSE$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$19,025ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$160ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,185ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,185TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryANDERSON TAX LLCCategoryTxt
Amt$1,700Amt
Net Investment Income$850NetInvestmentIncomeAmt
Disbursements Charitable Prps$850DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS SHORT DURATIONBondNm
EOY Book Value$45,432EOYBookValueAmt
EOYFMV$42,955EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES RUSSELL 1000 GROWTH ETF$47,549$71,276
APPLE INC.$14,056$90,951
ISHARES SELECT DIVIDEND ETF$114,254$270,747
VANUGUARD INTL EQUITY INDEX FUND$10,292$9,316
GS SHORT DURATION INCOME INSTITUTION
ISHARES RUSSELL 2000 ETF$88,040$130,944
ISHARES RUSSELL 1000 VALUE ETF
ISHARES TR RUS 1000 GRW ETF$79,500$254,089

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENT DUE TO INCOME BEING ISSUEDDesc
Amt$108Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFIDELITY 5668Desc
Revenue And Expenses Per Books$160RevenueAndExpensesPerBooksAmt
Net Investment Income$160NetInvestmentIncomeAmt
Adjusted Net Income$160AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$35Amt
Net Investment Income$35NetInvestmentIncomeAmt

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