INGLESEA CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INGLESEA CHARITABLE TR (EIN 35-7011350)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-24
- IRS object ID
- 202302369349100005
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-24T09:57:06-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222624866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINBERG LIEBERMAN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 PASSAIC AVE STE 370 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | 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 | 357011350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INGLESEA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INGL | BusinessNameControlTxt |
| Phone | 9144995900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MERRITT 7 | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL PALMISANO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9144995900 | PhoneNum |
| Signature | 2023-08-17 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAMUEL | PersonFirstNm |
| Person Last | PALMISANO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY I LIEBERMAN | PreparerPersonNm |
| PTIN | P00169255 | PTIN |
| Phone | 9734030400 | PhoneNum |
| Preparation | 2023-08-17 | PreparationDt |
| 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 | $7,389,332 | 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 |
| Interest On Sav Rev And Expnss | $50,941 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,941 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,191,121 | GrossSalesPriceAmt |
| Total Rev And Expnss | $79,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,611 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $13,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,250 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $66,480 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,480 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $79,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,730 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $867,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $867,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $947,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,730 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $867,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$867,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $269,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $603,256 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $603,256 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,745,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,560,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,178,054 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,778,313 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,765,487 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,608,022 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,793,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,929,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,389,332 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,793,363 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,929,247 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,793,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,929,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,793,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,929,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,793,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$867,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,673 | OtherIncreasesAmt |
| Subtotal | $5,929,247 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,929,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PTS - NEUBERGER BERMAN - ACCT 8032 | P | $60,000 | $59,890 | $110 | $110 |
| PTS - NEUBERGER BERMAN - ACT 8032 | P | $259,603 | $257,849 | $1,754 | $1,754 |
| PTS - NEUBERGER BERMAN - ACCT 8031 | P | $317,907 | $435,664 | -$117,757 | -$117,757 |
| PTS - NEUBERGER BERMAN - ACCT 8031 | P | $1,553,526 | $1,497,003 | $56,523 | $56,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,285 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $818 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $818 | SubtotalAmt |
| Tax Based On Investment Income | $818 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,272 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,272 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,454 | OverpaymentAmt |
| Applied To ES Tax | $10,454 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAMUEL PALMISANO | IndividualWithBooksNm |
| Phone | 9734030400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MERRITT 7 | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SAMUEL PALMISANO | ||||||||
| 301 MERRITT 7 | NORWALK | CT | 06851 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GAIER PALMISANO | ||||||||
| 301 MERRITT 7 | NORWALK | CT | 06851 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER & BERMAN BD LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 145443 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BROKERAGE | ServiceTypeTxt |
| Compensation | $66,430 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,584,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $410,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,995,047 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,995,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,875,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $393,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $393,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $818 | TotalTaxAmt |
| Distributable Before Adj | $392,938 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $392,938 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $392,938 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $867,385 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $867,385 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $392,938 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,085,820 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $552,224 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $901,808 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $960,519 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $370,776 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,871,147 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $867,385 | QualifyingDistributionsAmt |
| Applied To Current Year | $392,938 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $474,447 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,345,594 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,085,820 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,259,774 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $552,224 | ExcessFromYear4Amt |
| Excess From Year3 | $901,808 | ExcessFromYear3Amt |
| Excess From Year2 | $960,519 | ExcessFromYear2Amt |
| Excess From Year1 | $370,776 | ExcessFromYear1Amt |
| Excess From Current Year | $474,447 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| KENNEBUNKPORT HISTORICAL SOCIETY | ||||||
| 125 NORTH ST | KENEBUNKPORT | ME | 04046 | CHARITABLE | $100 | |
| NSCDA-CT | ||||||
| 211 MAIN STREET | WETHERSFIELD | CT | 06109 | CHARITABLE | $150 | |
| BRIDGEPORT LADIES CHARITABLE SOCIET | ||||||
| 850 MAIN STREET | BRIDGEPORT | CT | 06604 | CHARITABLE | $250 | |
| BRIDGEPORT RESCUE MISSION | ||||||
| 1088 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | CHARITABLE | $250 | |
| FREEPORT COMMUNITY SERVICES | ||||||
| 53 DEPOT STREET | FREEPORT | ME | 04032 | CHARITABLE | $250 | |
| KENNEBUNK EMS | ||||||
| PO BOX 1761 | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $250 | |
| LOUIS T GRAVES MEMORIAL LIBRARY | ||||||
| 18 MAINE ST | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $250 | |
| MEADOW WOODS PRESERVE | ||||||
| 406 MILLS RD | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $250 | |
| WAKEMEN BOYS GIRLS CLUB | ||||||
| 385 CENTER ST | SOUTHPORT | CT | 06890 | CHARITABLE | $300 | |
| JERUSALEM PEACE BUILDERS | ||||||
| 3300 CHIMNEY ROCK ROAD | HOUSTON | TX | 77056 | CHARITABLE | $350 | |
| QUEBEC LABRADOR FOUNDATION | ||||||
| 55 S MAIN ST | IPSWICH | MA | 01938 | CHARITABLE | $350 | |
| RIVER WILDLIFE TRUST | ||||||
| 2 RIVER ROAD | CROMWELL | CT | 06416 | CHARITABLE | $350 | |
| THE SOUTHPORT CONSERVANCY | ||||||
| 214 MAIN ST | SOUTHPORT | CT | 06890 | CHARITABLE | $400 | |
| BRICK STORE MUSEUM | ||||||
| 117 MAINE ST | KENNEBUNK | ME | 04043 | CHARITABLE | $500 | |
| CAGV ED FUND | ||||||
| 739 OLD POST ROAD | FAIRFIELD | CT | 06824 | CHARITABLE | $500 | |
| COASTAL ME BOTANICAL GAR | ||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | CHARITABLE | $500 | |
| EPISCOPAL RELIEF DEVELOPMENT | ||||||
| 815 2ND AVE | NEW YORK | NY | 10017 | CHARITABLE | $500 | |
| FRIENDS OF TOWN HOUSE SCHOOL | ||||||
| PO BOX 7 | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $500 | |
| PINE TREE SOCIETY | ||||||
| 368 MINOT AVENUE | AUBURN | ME | 04210 | CHARITABLE | $500 | |
| SOUTHPORT VOLUNTEER FIRE DEPT | ||||||
| 69 MAIN ST | SOUTHPORT | CT | 06890 | CHARITABLE | $500 | |
| SPECIAL OLYMPICS | ||||||
| 2666 STATE STREET STE 1 | HAMDEN | CT | 06517 | CHARITABLE | $500 | |
| WEBB-DEANE-STEVENS MUSEUM | ||||||
| 211 MAIN STREET | WETHERSFIELD | CT | 06109 | CHARITABLE | $500 | |
| ASPETUCK LAND TRUST | ||||||
| PO BOX 444 | WESTPORT | CT | 06881 | CHARITABLE | $700 | |
| FAIRFIELD GARDEN CLUB | ||||||
| PO BOX 435 | SOUTHPORT | CT | 06890 | CHARITABLE | $885 | |
| AMERICAN ACADEMY OF ARTS SCIENCES | ||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 021381996 | CHARITABLE | $1,000 | |
| CENTER FOR FAMILY JUSTICE | ||||||
| 753 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | CHARITABLE | $1,000 | |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 168TH ST | NEW YORK | NY | 10032 | CHARITABLE | $1,000 | |
| ELMWOOD FRANKLIN SCHOOL | ||||||
| 104 NEW AMSTERDAM AVE | BUFFALO | NY | 14216 | CHARITABLE | $1,000 | |
| GREENS FARMS ACADEMY | ||||||
| 35 BEACHSIDE AVENUE | WESTPORT | CT | 06880 | CHARITABLE | $1,000 | |
| GREENWICH HOSPITAL FUND | ||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | CHARITABLE | $1,000 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | CHARITABLE | $1,000 | |
| HOLDERNESS SCHOOL | ||||||
| 33 CHAPEL LN | HOLDERNESS | NH | 03245 | CHARITABLE | $1,000 | |
| HOTCHKISS SCHOOL | ||||||
| 11 INTERTAKEN ROAD | LAKEVILLE | CT | 06039 | CHARITABLE | $1,000 | |
| KENNEBUNKPORT HERITAGE HOUSING TRUS | ||||||
| PO BOX 333 | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $1,000 | |
| LIFEFLIGHT FOUNDATION | ||||||
| 13 MAIN ST | CAMDEN | ME | 04843 | CHARITABLE | $1,000 | |
| REACH PREP | ||||||
| 1 DOCK STREET 100 | STAMFORD | CT | 06902 | CHARITABLE | $1,000 | |
| ROCKY HILL COUNTRY DAY SCHOOL | ||||||
| 530 IVES ROAD | WARWICK | RI | 02818 | CHARITABLE | $1,000 | |
| THE GROWHAUS | ||||||
| 4751 YORK STREET | DENVER | CO | 80216 | CHARITABLE | $1,000 | |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | CHARITABLE | $1,000 | |
| WFJ TRUST-WORTHY FRAN JOHNSON SCH | ||||||
| PO BOX 75 | SOUTHPORT | CT | 06890 | CHARITABLE | $1,000 | |
| CT AUDUBON SOCIETY | ||||||
| 2325 BURR ST | FAIRFIELD | CT | 06824 | CHARITABLE | $1,100 | |
| THE BROWN FUND | ||||||
| 2217 WELCH STREET | HOUSTON | TX | 77019 | CHARITABLE | $1,250 | |
| VERMONT CENTER FOR ECOSTUDIES | ||||||
| PO BOX 420 | NORWICH | VT | 05055 | CHARITABLE | $1,300 | |
| CT FOOD BANK | ||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | CHARITABLE | $1,500 | |
| HORIZONS AT GREENS FARMS ACADEMY | ||||||
| 1057 BROAD STREET | BRIDGEPORT | CT | 06604 | CHARITABLE | $1,500 | |
| OCEAN CONSERVATORY | ||||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | CHARITABLE | $1,500 | |
| PEQUOT LIBRARY | ||||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | CHARITABLE | $1,500 | |
| RHODE ISLAND FOOD | ||||||
| 200 NIANTIC AVE | PROVIDENCE | RI | 02907 | CHARITABLE | $1,500 | |
| KENNEBUNKPORT CONSERV TRUST | ||||||
| 57 GAVELLY BROOK RD | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $1,600 | |
| HABITAT FOR HUMANITY | ||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | CHARITABLE | $2,000 | |
| INTERNATIONAL RESEARCH | ||||||
| 3010 WESTCHESTER AVE | PURCHASE | NY | 10577 | CHARITABLE | $2,000 | SUITE 100 |
| MIDDLESEX SCHOOL | ||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | CHARITABLE | $2,000 | |
| SHELDRICK WILDLIFE TRUST | ||||||
| 25283 CABOT ROAD STE 101 | LAGUNA HILLS | CA | 92653 | CHARITABLE | $2,000 | |
| THE NATURE CONSERVANCY | ||||||
| 322 8TH AVE | NEW YORK | NY | 10001 | CHARITABLE | $2,000 | |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | CHARITABLE | $2,000 | 7TH FLOOR |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | CHARITABLE | $2,500 | |
| FAIRFIELD COUNTRY DAY SCHOOL | ||||||
| 2970 BRONSON RD | FAIRFIELD | CT | 06824 | CHARITABLE | $2,500 | |
| NEAR AND FAR AID | ||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | CHARITABLE | $2,500 | |
| THE HOTCHKISS FUND | ||||||
| 11 INTERLAKEN RD | LAKEVILLE | CT | 06039 | CHARITABLE | $2,500 | |
| ST ANN'S EPISCOPAL CHURCH | ||||||
| 167 OCEAN AVENUE | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $4,500 | |
| HARVARD BUSINESS SCHOOL | ||||||
| MORGAN 139 | BOSTON | MA | 02163 | CHARITABLE | $5,000 | |
| BROWN UNIVERSITY | ||||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | CHARITABLE | $6,250 | |
| AMERICAN HEART ASSOCIATION | ||||||
| 1 UNION STREET STE 301 | ROBBINSVILLE | NJ | 08691 | CHARITABLE | $10,000 | |
| NORMA F PFRIEM BREAST CANCER FOUND | ||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | CHARITABLE | $10,000 | |
| MIDDLEBURY COLLEGE | ||||||
| 700 EXCHANGE ST | MIDDLEBURY | VT | 05753 | CHARITABLE | $20,000 | |
| UNITED STATES INSTITUTE OF PEACE | ||||||
| 2301 CONSTITUTION AVE NW | WASHINGTON | DC | 20037 | CHARITABLE | $30,000 | |
| FAIRFIELD MUSEUM | ||||||
| 370 BEACH ROAD | FAIRFIELD | CT | 06824 | CHARITABLE | $30,300 | |
| TRINITY EPISCOPAL CHURCH | ||||||
| 651 PEQUOT AVE | SOUTHPORT | CT | 06890 | CHARITABLE | $33,500 | |
| MISS PORTER'S SCHOOL | ||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | CHARITABLE | $35,000 | |
| ADAM J LEWIS ACADEMY | ||||||
| 500 STATE ST | BRIDGEPORT | CT | 06604 | CHARTIABLE | $50,000 | |
| BRIDGEPORT HOSPITAL | ||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | CHARITABLE | $50,000 | |
| THE GEORGE AND BARBARA BUSH FOUND | ||||||
| PO BOX 14141 | COLLEGE STATION | TX | 778414141 | CHARITABLE | $72,500 | |
| MAYO CLINIC | ||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | CHARITABLE | $100,000 | |
| YALE UNIVERSITY | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | CHARITABLE | $150,000 | |
| CALVERT HALL COLLEGE | ||||||
| 8102 LASALLE RD | BALTIMORE | MD | 21286 | CHARITABLE | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $867,385 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,941 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $87,670 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$59,285 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $79,326 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,326 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $13,250 | Amt |
| Net Investment Income | $13,250 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ACCOUNT 08032 | BondNm |
| EOY Book Value | $1,765,487 | EOYBookValueAmt |
| EOYFMV | $1,608,022 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ACCOUNT 008031 | StockNm |
| EOY Book Value | $3,560,504 | EOYBookValueAmt |
| EOYFMV | $5,178,054 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKER FEE 008031 | $60,172 | $60,172 |
| BROKER FEE 008032 | $6,258 | $6,258 |
| CT FILING FEE | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $3,673 | Amt |
Comments