SQUIER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SQUIER FAMILY FOUNDATION (EIN 06-1577514)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349108910
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T17:43:17-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454149985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMCKENNA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 PENNSYLVANIA AVE NW 750 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | 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 | 061577514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SQUI | BusinessNameControlTxt |
| Phone | 2028621880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PARK STREET | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SQUIER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2028621880 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | SQUIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN ROSE | PreparerPersonNm |
| PTIN | P00435324 | PTIN |
| Phone | 2028621880 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $8,981,007 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $236,860 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,993 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,993 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $586,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,130,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $586,208 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $210,751 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $210,751 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,191,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $954,696 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,575 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,575 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $15,457 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15,457 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,983 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,079 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $107,269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $107,189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $170,284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $503,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $333,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $688,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $809,396 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $319,351 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $528,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $528,660 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $799,016 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,303,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,687,371 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,477,372 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,485,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,764,976 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,595,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,317,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,981,007 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,595,739 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,317,513 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,595,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,317,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,595,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,317,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,595,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $688,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,502 | OtherIncreasesAmt |
| Subtotal | $6,317,513 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,317,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMGEN INC | 2021-09-20 | 2022-04-14 | $23,760 | $22,042 | $1,718 | $1,718 | |
| CALL AMGN | 2022-01-21 | 2022-01-21 | $376 | $376 | $376 | ||
| CALL IBM | 2022-10-10 | 2022-10-10 | $999 | $999 | $999 | ||
| CALL INTC | 2022-05-20 | 2022-05-20 | $673 | $673 | $673 | ||
| CALL INTC | 2022-09-16 | 2022-09-16 | $721 | $721 | $721 | ||
| CALL MO | 2022-03-18 | 2022-03-18 | $1,200 | $1,200 | $1,200 | ||
| CALL MO | 2022-06-17 | 2022-06-17 | $1,067 | $1,067 | $1,067 | ||
| CALL PYPL | 2022-12-16 | 2022-12-16 | $3,156 | $3,156 | $3,156 | ||
| CALL SLGN | 2022-08-04 | 2022-08-04 | $6,336 | $6,336 | $6,336 | ||
| CALL SLGN | 2022-11-18 | 2022-11-18 | $1,154 | -$1,154 | -$1,154 | ||
| CONSOLIDATED EDISON INC | 2021-09-20 | 2022-02-14 | $31,492 | $30,122 | $1,370 | $1,370 | |
| EXXON MOBIL CORP | 2021-09-20 | 2022-12-16 | $90,550 | $82,219 | $8,331 | $8,331 | |
| INTL BUSINESS MACHINES CORP | 2022-05-26 | 2022-10-10 | $45,939 | $54,475 | -$8,536 | -$8,536 | |
| PFIZER INC | 2021-09-20 | 2022-03-18 | $29,819 | $27,076 | $2,743 | $2,743 | |
| PHILLIPS 66 COM | 2022-07-20 | 2022-11-15 | $57,420 | $53,517 | $3,903 | $3,903 | |
| SPDR S&P REGIONAL BANKING ETF | 2022-01-27 | 2022-08-16 | $22,973 | $24,994 | -$2,021 | -$2,021 | |
| TESLA INC | 2022-05-12 | 2022-07-29 | $57,480 | $50,949 | $6,531 | $6,531 | |
| GNMA POOL MA7656 6000 38AU20 | 2022-01-14 | 2022-04-20 | $842 | $1,019 | -$177 | -$177 | |
| GNMA POOL MA7712 6000 51NV20 | 2022-01-14 | 2022-05-20 | $4,149 | $4,917 | -$768 | -$768 | |
| VANGUARD FINANCIALS ETF | 2021-04-09 | 2022-04-27 | $23,546 | $24,889 | -$1,343 | -$1,343 | |
| WISDOMTREE CLOUD COMPUTNG | 2020-08-24 | 2022-04-27 | $89,809 | $112,637 | -$22,828 | -$22,828 | |
| INTERCONTINENTAL EXCHANGE INC | 2010-07-13 | 2022-01-27 | $72,979 | $13,121 | $59,858 | $59,858 | |
| CARLYLE K-1 ST | 2022-01-01 | 2022-12-31 | $8,937 | -$8,937 | -$8,937 | P | |
| CARLYLE K-1 LT | 2021-01-01 | 2022-12-31 | $535,585 | $535,585 | $535,585 | P | |
| CARLYLE CREDIT SOLUTIONS CGD | 2021-01-01 | 2022-12-31 | $561 | $561 | $561 | P | |
| GNMA POOL MA7656 6000 38AU20 | 2022-01-14 | 2022-05-20 | $15,253 | $17,111 | -$1,858 | -$1,858 | |
| GNMA POOL MA7712 6000 51NV20 | 2022-01-14 | 2022-06-20 | $14,240 | $15,538 | -$1,298 | -$1,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $586,208 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,375 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,314 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,314 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,063 | OverpaymentAmt |
| Applied To ES Tax | $14,063 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SQUIER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028621880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PARK STREET | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID L SQUIER | ||||||||
| 46 PARK STREET | NEW CANAAN | CT | 06840 | TRUSTEE - AS NEEDED | 0.00 | $0 | $0 | $0 |
| SUE SQUIER | ||||||||
| 46 PARK STREET | NEW CANAAN | CT | 06840 | TRUSTEE - AS NEEDED | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,428,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $419,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,907,722 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,755,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,755,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,624,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $431,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $431,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,251 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $625 | IncomeTaxAmt |
| Total Tax | $11,876 | TotalTaxAmt |
| Distributable Before Adj | $419,349 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $419,349 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $419,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $333,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $333,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $106,720 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $333,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $106,720 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $226,280 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $193,069 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID L SQUIER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONGREGATIONAL CHURCH OF NEW CANAAN | |||||||||||||
| 23 PARK STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | ||||||
| CROSSING THRESHOLDS | |||||||||||||
| 168 A IRVING AVE STE 300-K | PORT CHESTER | NY | 10573 | NONE | PC | GENERAL CHARITABLE PURPOSES | $120,000 | ||||||
| GIVE ME AN ANSWER | |||||||||||||
| PO BOX 1692 | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | ||||||
| GRACE COMMUNITY CHURCH | |||||||||||||
| 1031 N VERMONT ST | ARLINGTON | VA | 22201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | ||||||
| NEW CANAAN COMMUNITY FOUNDATION | |||||||||||||
| 111 CHERRY STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,000 | ||||||
| NEW CANAAN PUBLIC LIBRARY | |||||||||||||
| 151 MAIN STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | ||||||
| NEW CANAAN YMCA | |||||||||||||
| 564 SOUTH AVE | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL CHARITABLE PURPOSES | $19,500 | ||||||
| SAMARITANS PURSE | |||||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | ||||||
| WOOD RIVER LAND TRUST | |||||||||||||
| 119 E BULLION STREET | HAILEY | ID | 83333 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,000 | ||||||
| WOOD RIVER VALLEY YMCA | |||||||||||||
| 101 SADDLE RD | KETCHUM | ID | 83340 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | ||||||
| HABITAT FOR HUMANITY | |||||||||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 317093543 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | ||||||
| YOUNG LIFE | |||||||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | ||||||
| TROUT UNLIMITED | |||||||||||||
| 1777 N KENT STREET SUITE 100 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | ||||||
| KIDS WITH CANCER SOCIETY | |||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSES | $7,000 | 11135-84 AVENUE | EDMONTON | ALBERTA | CA | T6G 0V9 | |||||
| FUTURE 5 | |||||||||||||
| 135 ATLANTIC STREET | STAMFORD | CT | 06901 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | ||||||
| AMERICARES | |||||||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | ||||||
| KING BAUDOUIN FOUNDATION UNITED STATES | |||||||||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | ||||||
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | ||||||
| WAVENY PARK CONSERVANCY | |||||||||||||
| PO BOX 944 | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | ||||||
| HELPING HANDS OF CHARLOTTE NC | |||||||||||||
| 4614 WILGROVE MINT HILL ROAD SUITE | MINT HILL | NC | 28227 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | E4 | |||||
| CEDAR CREST COLLEGE | |||||||||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | ||||||
| FEED MY STARVING CHILDREN | |||||||||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | ||||||
| NEW CANAAN VOLUNTEER AMBULANCE CORPS | |||||||||||||
| 182 SOUTH AVENUE | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,993 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,744 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $210,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $586,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $954,696 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $954,696 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID L SQUIER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PARK STREET | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $236,860 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 250 SHS OF LNG | $36,388 | 2022-07-28 |
| 1 | 400 SHS OF CHK | $36,826 | 2022-07-28 |
| 1 | 650 SHS OF EQT | $28,814 | 2022-07-28 |
| 1 | 70 SHS OF TSLA | $58,391 | 2022-07-28 |
| 1 | 125 SHS OF LNG | $19,652 | 2022-12-16 |
| 1 | 200 SHS OF CHK | $19,438 | 2022-12-16 |
| 1 | 650 SHS OF EQT | $24,005 | 2022-12-16 |
| 1 | 400 SHS OF FLR | $13,346 | 2022-12-16 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY ACCT. | StockNm |
| EOY Book Value | $1,303,472 | EOYBookValueAmt |
| EOYFMV | $1,687,371 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CARLYLE GROUP PRIVATE INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,485,381 | BookValueAmt |
| EOYFMV | $6,764,976 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CARLYLE K-1 - ROYALTY INCOME DEDUCTIONS | $1,334 | $1,334 | $0 | $0 |
| CARLYLE K-1 - SECTION 59(E)(2) EXPENDITURES | $66,844 | $66,844 | $0 | $0 |
| CARLYLE K-1 - EXCESS BUSINESS INTEREST EXPENSE | $2 | $2 | $0 | $0 |
| CARLYLE K-1 - OTHER DEDUCTIONS | $34,642 | $34,642 | $0 | $0 |
| CARLYLE K-1 - PORTFOLIO EXPENSES | $0 | $0 | $0 | $0 |
| CARLYLE K-1 - SECTION 743(B) NEGATIVE ADJUSTMENT | $0 | $0 | $0 | $0 |
| CARLYLE K-1 - CHARITY | $80 | $0 | $0 | $0 |
| CARLYLE K-1 - OTHER PORTFOLIO DEDUCTIONS | $498 | $498 | $0 | $0 |
| CARLYLE K-1 - COST DEPLETION | $3,640 | $3,640 | $0 | $0 |
| CARLYLE K-1 - 179 DEDUCTION | $4 | $4 | $0 | $0 |
| MORGAN STANLEY - INVESTMENT EXPENSES | $225 | $225 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CARLYLE K-1 - ORD BUSINESS INCOME | $74,911 | $74,911 | $0 |
| CARLYLE K-1 - NET RENTAL INCOME | -$11,016 | -$11,016 | $0 |
| CARLYLE K-1 - OTHER NET RENTAL INCOME | $15 | $15 | $0 |
| CARLYLE K-1 - ROYALTIES | $15,760 | $15,760 | $0 |
| CARLYLE K-1 - SECTION 1231 GAIN | $9,304 | $9,304 | $0 |
| CARLYLE K-1 - OTHER INCOME | $121,773 | $121,773 | $0 |
| CARLYLE K-1 - GUARANTEED PAYMENTS | $4 | $4 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $33,502 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $17,575 | Amt |
| Net Investment Income | $17,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX PAID | $24,924 | $0 | $0 | $0 |
| CARLYLE K-1 - FOREIGN TAX PAID | $265 | $265 | $0 | $0 |
| CARLYLE K-1 - STATE TAXES PAID | $533 | $553 | $0 | $0 |
| CONNECTICUT TAXES PAID | $4,261 | $4,261 | $0 | $0 |
Comments