CORNELIA BESSIE MEMORIAL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CORNELIA BESSIE MEMORIAL FOUNDATION (EIN 83-1183294)
Tax period
2022-06-01 to 2023-05-31
Filed
2023-09-25
IRS object ID
202302689349100705
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)
Return2023-09-25T08:15:22-05:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060312590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CUMMINGS & LOCKWOOD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 ISHAM 400AddressLine1Txt
CityW HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831183294EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORNELIA BESSIE MEMORIAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCORNBusinessNameControlTxt
Phone8603134900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 ISHAM ROAD 400AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHERESE DAVIDSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8603134900PhoneNum
Signature2023-09-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHERESEPersonFirstNm
Person LastDAVIDSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON A SANKNERPreparerPersonNm
PTINP01608435PTIN
Phone8603134900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$6,025,665FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$95,332ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$150,433InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$150,433InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$90,680DividendsRevAndExpnssAmt
Dividends Net Invst Incm$90,680DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$99,699NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$589,903GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,164OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,164OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$238,910TotalRevAndExpnssAmt
Total Net Invst Incm$243,277TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,705LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,705LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$29,858OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$29,858OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,026TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,595TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,569TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$339,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$339,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$382,595TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,569TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$339,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$143,685ExcessRevenueOverExpensesAmt
Net Investment Income$205,708NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$727,022SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$563,015SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$563,015SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,174,942CorporateStockBOYAmt
Corporate Stock EOY$6,098,938CorporateStockEOYAmt
Corporate Stock EOYFMV$5,427,400CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$35,250OtherAssetsEOYAmt
Other Assets EOYFMV$35,250OtherAssetsEOYFMVAmt
Total Assets BOY$6,901,964TotalAssetsBOYAmt
Total Assets EOY$6,697,203TotalAssetsEOYAmt
Total Assets EOYFMV$6,025,665TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,901,964RetainedEarningBOYAmt
Retained Earning EOY$6,697,203RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,901,964TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,697,203TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,901,964TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,697,203TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,901,964TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$143,685ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,758,279SubtotalAmt
Other Decreases$61,076OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,697,203TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
THRU JANNEY - STP$249,749$279,965-$30,216-$30,216
THRU JANNEY - LTP$313,270$404,561-$91,291-$91,291
MA ST HSG FIN AGY HSG SER C 4.711% DUE 12/1/37D$5,000$5,076-$76-$762020-02-072022-06-15
CAPITAL GAINS DIVIDENDSP$21,884$21,884$21,884
FieldValueIRS element (for citing)
Capital Gain Net Income-$99,699CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,859InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,859SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,859TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,620EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,620TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$239TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCUMMINGS LOCKWOOD LLC PLBIndividualWithBooksNm
Phone8603134900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line175 ISHAM RD 400AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THERESE DAVIDSON
CUMMINGS LOCKWOOD 75 ISHAM RDWEST HARTFORDCT06107TRUSTEE15.00$0$0$0
CHASE WILSON ROEPER
CUMMINGS LOCKWOOD 75 ISHAM RDWEST HARTFORDCT06107TRUSTEE15.00$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$5,414,485AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$587,558AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,002,043TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,002,043AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$90,031CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,912,012NetVlNoncharitableAssetsAmt
Minimum Investment Return$295,601MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$295,601MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,859TaxBasedOnInvestmentIncomeAmt
Total Tax$2,859TotalTaxAmt
Distributable Before Adj$292,742DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$292,742DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$292,742DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$339,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$339,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$292,742DistributableAsAdjustedAmt
Undistributed Income PY$286,289UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$339,000QualifyingDistributionsAmt
Applied To Year1$286,289AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,711AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$240,031UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
240 STRINGS
PO BOX 10193PORTLANDME04104NONEPCCURRENT USE FOR CHARITABLE PURPOSES$15,000
A LEG TO STAND ON INC
135 MADISON AVE FLOOR 5NEW YORKNY10016NONEPCCURRENT USE FOR CHARITABLE PURPOSES$20,000
ARCHIPELAGO BOOKS INC
232 3RD ST A111BROOKLYNNY11215NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
CITYSEED
817 GRAND AVE STE 101NEW HAVENCT06511NONEPCCURRENT USE FOR CHARITABLE PURPOSES$20,000
CLASSICAL UPRISING
PO BOX 7259PORTLANDME04112NONEPCCURRENT USE FOR CHARITABLE PURPOSES$27,000
COVENANT SOUP KITCHEN
220 VALLEY STREETWILLIMANTICCT06226NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
DIGS WITH DIGNITY CORPORATION
1634 W 37TH PLCHICAGOIL60609NONEPCCURRENT USE FOR CHARITABLE PURPOSES$5,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLOORNEW YORKNY10006NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
GMYC - GODS MISSIONARY YOUTH CAMP
125 PENN VIEW DRPENNS CREEKPA17862NONEPCCURRENT USE FOR CHARITABLE PURPOSES$15,000
HARRIS CENTER FOR CONSERVATION EDUCATION INC
83 KINGS HIGHWAYHANCOCKNH03449NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
HOUSE OF BREAD
9 ORTH AVEDAYTONOH45402NONEPCCURRENT USE FOR CHARITABLE PURPOSES$15,000
HUNTS POINT ALLIANCE FOR CHILDREN
PO BOX 740190BRONXNY10474NONEPCCURRENT USE FOR CHARITABLE PURPOSES$5,000
JUSTICE ARTS COALITION INC
PO BOX 11065TAKOMA PARKMD20913NONEPCCURRENT USE FOR CHARITABLE PURPOSES$7,000
KEEPING TRACK INC
PO BOX 1115RICHMONDVT05477NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
NEW ENGLAND MUSICIANS RELIEF FUND
1337 MASSACHUSETTS AVE 293ARLINGTONMA02476NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
NEW LONDON HOMELESS HOSPITALITY CENTER INC
730 STATE PIER RD PO BOX 1651NEW LONDONCT06320NONEPCCURRENT USE FOR CHARITABLE PURPOSES$20,000
NORTH BRANCH NATURE CENTER
713 ELM STMONTPELIERVT05602NONEPCCURRENT USE FOR CHARITABLE PURPOSES$15,000
NUDAY SYRIA
PO BOX 4521WINDHAMNH03087NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
PAT MACS PACK INC
10226 S LEAVITT STCHICAGOIL60643NONEPCCURRENT USE FOR CHARITABLE PURPOSES$5,000
PETERBOROUGH HUMAN SERVICES FUND (AKA PETERBOROUGH FOOD PANTRY)
1 GROVE STREETPETERBOROUGHNH03458NONEPCCURRENT USE FOR CHARITABLE PURPOSES$20,000
RAY OF LIGHT FARM INC
232 TOWN STREETEAST HADDAMCT06423NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
ROCHESTER COMMUNITY CARE HOME INC
16 PARK ROW STE 4ROCHESTERVT05767NONEPCCURRENT USE FOR CHARITABLE PURPOSES$20,000
SEYMOUR PINK
100 WALNUT STREETSEYMOURCT06483NONEPCCURRENT USE FOR CHARITABLE PURPOSES$20,000
THE PUBLIC THEATER
425 LAFAYETTE STNEW YORKNY10003NONEPCCURRENT USE FOR CHARITABLE PURPOSES$15,000
WORDS WITHOUT BORDERS
147 PRINCE STREETBROOKLYNNY11201NONEPCCURRENT USE FOR CHARITABLE PURPOSES$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$339,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$150,433ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90,680ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,164ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$99,699ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$143,578ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$143,578TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF CORNELIA BESSIEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O 75 ISHAM ROAD STE 400AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Total Contributions$35,250TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyGIOVANNI BATTISTA TIEPOLO - "AN ANGEL ADDRESSING THE THREE MAGI" DRAWINGNoncashPropertyDesc
Fair Market Value$35,250FairMarketValueAmt
Received2022-12-31ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDS AND STOCKS AND BONDS - THRU JANNEY ACCT #2319-6043StockNm
EOY Book Value$6,098,938EOYBookValueAmt
EOYFMV$5,427,400EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCUMMINGS & LOCKWOOD LLC - LEGAL AND ACCOUNTING FEESCategoryTxt
Legal Fees$7,705LegalFeesAmt
Net Investment Income$7,705NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescGIOVANNI BATTISTA TIEPOLO - "AN ANGEL ADDRESSING THE THREE MAGI" DRAWINGDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$35,250EOYBookValueAmt
EOYFMV$35,250EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO BALANCEDesc
Amt$61,076Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$6RevenueAndExpensesPerBooksAmt
Net Investment Income$6NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUS TREASURY - ESTIMATED TAX PAYMENT REFUNDDesc
Revenue And Expenses Per Books$2,164RevenueAndExpensesPerBooksAmt
Net Investment Income$2,164NetInvestmentIncomeAmt
Adjusted Net Income$2,164AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CLEAN YIELD ASSET MANAGEMENT FEES$9,635$9,635$0
JANNEY ADVANTAGE$20,223$20,223$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF CORNELIA BESSIEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 126 TOWN WOODS RDAddressLine1Txt
CityOLD LYMECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06371ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX PAID FOR FYE 5/31/22$2,685$0$0
FOREIGN TAXES PAID$721$0$0
ESTIMATED TAX PAYMENT FYE 5/31/23$2,620$0$0

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