GREAT MOUNTAIN FOREST CORPORATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GREAT MOUNTAIN FOREST CORPORATION (EIN 13-2998991)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-08
- IRS object ID
- 202333129349100233
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T10:10:08-08:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061609121 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adam P Cohen CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 South Main St Suite 9 | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132998991 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Great Mountain Forest Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 8608248188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Station Place PO Box 534 | AddressLine1Txt |
| City | Norfolk | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dalton Dwyer | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dalton | PersonFirstNm |
| Person Last | Dwyer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam P Cohen | PreparerPersonNm |
| PTIN | P00046319 | PTIN |
| Phone | 8605216400 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,872,927 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $230,974 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $18 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $110,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,497 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $110,497 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,531,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $314,184 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $5,021 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $3,866 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $2,218 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $1,648 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $1,648 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $79,669 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $110,568 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $742,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $424,699 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $227,752 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,231 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $9,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,231 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $210,569 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $81,500 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $129,069 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,162 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $7,240 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,922 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,079 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,079 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,424 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,500 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,924 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,224 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,830 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $70,163 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,060 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,042 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $26,126 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $59,710 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $3,452 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | -$2,533 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,508 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,500 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,993 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $1,000 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $993 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $133,785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $60,531 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,254 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $594,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,330 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $237,386 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $267,499 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $594,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,330 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $237,386 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $147,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $354,369 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,315 | CashBOYAmt |
| Cash EOY | $91,995 | CashEOYAmt |
| Cash EOYFMV | $91,995 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $487,802 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $288,014 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $26,914 | AcctRcvblAmt |
| Acct Rcvbl BOY | $36,616 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $26,914 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $26,914 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,463 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,436 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,436 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,104,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,715,198 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,371,624 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $474,992 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,118,007 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,068,087 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $5,875,598 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $5,875,598 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $5,875,598 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,875,598 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,413,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,462,623 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,587,681 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,029,507 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $476,929 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $540,705 | LandBOYAmt |
| Land EOY | $552,578 | LandEOYAmt |
| Land EOYFMV | $552,578 | LandEOYFMVAmt |
| Total Assets BOY | $12,988,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,141,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,872,927 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,437 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,867 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $6,894 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $17,331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,867 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,965,837 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,118,359 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,636 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $6,137 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,971,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,124,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,988,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,141,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,971,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $147,158 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,865 | OtherIncreasesAmt |
| Subtotal | $13,124,496 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,124,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Gains - Distributions fr custodial fund | P | 2010-01-01 | 2023-06-30 | $1,250,000 | $993,055 | $256,945 | $256,945 |
| Sales of securities - 1919 Advisors | P | 2010-01-01 | 2023-06-30 | $229,246 | $219,076 | $10,170 | $10,170 |
| Realized capital gains - Berk Taconic CF | P | 2010-01-01 | 2023-06-30 | $47,069 | $47,069 | $47,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $314,184 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,926 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,926 | SubtotalAmt |
| Tax Based On Investment Income | $4,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,120 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,194 | OverpaymentAmt |
| Applied To ES Tax | $2,194 | 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 | false | 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 | Yes (true) | 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 | www.greatmountainforest.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dalton Dwyer Treasurer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8608248188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Station Place PO Box 534 | AddressLine1Txt |
| City | Norfolk | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060580534 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Heather Thompson from Jan 2023 | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Interim ExecDir | 30.00 | $19,231 |
| Susan MacEachron to May 2023 | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Chair | 5.00 | $0 |
| John Perkins from May 2023 | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Chair | 5.00 | $0 |
| Heather Thomson to Jan 2023 | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Vice-Chair | 5.00 | $0 |
| John Coston from May 2023 | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Vice-Chair | 5.00 | $0 |
| Dalton Dwyer | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Treasurer | 5.00 | $0 |
| Anne C Childs | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| Edward Calder Childs | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| Starling W Childs | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| Elisabeth C Gill | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| Barton Jones | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Secretary | 2.00 | $0 |
| Jeremy Koch | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| Eileen Fielding from Jan 2023 | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| Susan MacEachron from May 2023 | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| John Perkins | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| Susan Caughman | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| Jeffrey Ward | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 2.00 | $0 |
| John Coston | ||||||
| 10 Station Place | Norfolk | CT | 060580534 | Trustee | 5.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Matthew Gallagher | |||||||
| 10 Station Place PO Box 534 | Norfolk | CT | 060580534 | Forest Mgr. | 40.00 | $70,731 | |
| Russell Russ | |||||||
| 10 Station Place PO Box 534 | Norfolk | CT | 060580534 | Forester | 40.00 | $64,985 | $886 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkshire Taconic Community Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 North Main Street | AddressLine1Txt |
| City | Sheffield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012579503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment and fund mgmt | ServiceTypeTxt |
| Compensation | $54,237 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Management of forest and wildlife resources on foundation-owned property according to a forest stewardship plan approved by the State of Connecticut and the USDA Forest Service. | Description1Txt |
| Expenses1 | $316,050 | Expenses1Amt |
| Description2 | Maintenance and upkeep of Yale Forestry Camp, and outreach through the hosting of researchers investigating the ecology of the forest. | Description2Txt |
| Expenses2 | $32,569 | Expenses2Amt |
| Description3 | GMF Internship Program - four interns were employed during the year ended June 30, 2023. | Description3Txt |
| Expenses3 | $42,333 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,521,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $545,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,067,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,067,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,946,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,499 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $267,499 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2005-10-19 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year3 | $38,968 | Year3Amt |
| Total | $38,968 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $33,123 | Year3Amt |
| Total | $33,123 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $267,499 | CurrentYearAmt |
| Year1 | $480,724 | Year1Amt |
| Year2 | $412,423 | Year2Amt |
| Year3 | $405,220 | Year3Amt |
| Total | $1,565,866 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $267,499 | CurrentYearAmt |
| Year1 | $480,724 | Year1Amt |
| Year2 | $412,423 | Year2Amt |
| Year3 | $405,220 | Year3Amt |
| Total | $1,565,866 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $264,873 | CurrentYearAmt |
| Year1 | $291,073 | Year1Amt |
| Year2 | $260,085 | Year2Amt |
| Year3 | $223,109 | Year3Amt |
| Total | $1,039,140 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elisabeth C Gill | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program fees | Desc |
| Related Or Exempt Function Incm | $3,841 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,497 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $314,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,021 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $501 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,648 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Yale Camp Income | Desc |
| Related Or Exempt Function Incm | $58,327 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $431,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $67,189 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $498,605 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | The Foundation held educational programs, in keeping with the Foundation's ongoing mission of forest research, conservation and ecosystem management. |
| 8 | Great Mountain Forest Corporation collects revenue from the sale of stumpage and other forest products, which is in keeping with its mission of ecosystem management. |
| 11a | Yale Camp income is reimbursement for expenses incurred to maintain and manage the Yale Camp, located within the Great Mountain Forest and used by the Yale School of the Environment (fka Yale School of Forestry) for the education of and research by students. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Harney & Sons Tea Corp | |||||||
| 1 | 5723 Route 22 | Millerton | NY | 125464521 | $13,600 | Yes (X) | |
| Jeremy Koch | |||||||
| 2 | 295 Greenwich Street | New York | NY | 100071052 | $5,000 | Yes (X) | |
| John Perkins | |||||||
| 3 | 1 John Street | New York | NY | 112011427 | $5,000 | Yes (X) | |
| Susan MacEachron | |||||||
| 4 | 789 West End Avenue | New York | NY | 100255478 | $12,400 | Yes (X) | |
| Geoffrey Drury | |||||||
| 5 | PO Box 127 | Canaan | CT | 060180127 | $5,000 | Yes (X) | |
| William Mary Greve Foundation | |||||||
| 6 | 270 Lafayette St 1002 | New York | NY | 10012 | $50,000 | Yes (X) | |
| The French Foundation | |||||||
| 7 | 32 County Road | Guilford | CT | 06437 | $5,000 | Yes (X) | |
| Susan N Wagner | |||||||
| 8 | 54 Maple Avenue | Norfolk | CT | 06058 | $5,757 | Yes (X) | Yes (X) |
| Dalton Dwyer | |||||||
| 9 | 200 Litchfield Road | Norfolk | CT | 06058 | $5,000 | Yes (X) | |
| AKC Fund | |||||||
| 10 | 31 West 34th Street | New York | NY | 10001 | $11,500 | Yes (X) | |
| George M Cronin Fund | |||||||
| 11 | PO Box 141 | Norfolk | CT | 06058 | $5,700 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 8 | ContributorNum |
| Noncash Property | Publicly-traded securities | NoncashPropertyDesc |
| Fair Market Value | $5,257 | FairMarketValueAmt |
| Received | 2023-03-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Audit | $12,000 | $1,500 | $2,500 | $9,500 |
| Bookkeeping | $10,424 | $1,000 | $2,000 | $8,424 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| Lumber & boughs | 2010-01 | Purchase | 2023-06 | $560 | Cost | $560 |
| Forestry sales | 2010-01 | Purchase | 2023-06 | $1,161 | Cost | $1,161 |
| Tree cutting | 2010-01 | Purchase | 2023-06 | $3,300 | Cost | $3,300 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $1,118,007 | EOYBookValueAmt |
| EOYFMV | $1,068,087 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common stocks | StockNm |
| EOY Book Value | $1,715,198 | EOYBookValueAmt |
| EOYFMV | $2,371,624 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $5,875,598 | CostOrOtherBasisAmt |
| Book Value | $5,875,598 | BookValueAmt |
| EOYFMV | $5,875,598 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments - Berkshire Taconic Comm Fnd | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,462,623 | BookValueAmt |
| EOYFMV | $4,587,681 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $76,668 | $43,801 | $32,867 | $32,867 |
| Furniture and Fixtures | $8,259 | $6,681 | $1,578 | $1,578 |
| Machinery and Equipment | $171,896 | $129,734 | $42,162 | $42,162 |
| Buildings | $559,865 | $219,185 | $340,680 | $340,680 |
| Improvements | $209,324 | $74,474 | $134,850 | $134,850 |
| Miscellaneous | $3,495 | $3,054 | $441 | $441 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Murtha Cullina LLP | CategoryTxt |
| Legal Fees | $1,079 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,079 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | National Iron Bank | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | None | InsiderRelationshipTxt |
| Loan Original | $43,905 | LoanOriginalAmt |
| Note | 2020-04 | NoteDt |
| Loan Maturity | 2022-04 | LoanMaturityDt |
| Repayment Terms | To be forgiven by SBA | RepaymentTermsTxt |
| Interest | 1.0000 | InterestRt |
| Security Provided Borrower | None | SecurityProvidedBorrowerTxt |
| Loan Purpose | Paycheck Protection Act | LoanPurposeTxt |
| Lender Consideration | Cash | LenderConsiderationDesc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $52,465 | $2,000 | $50,465 |
| Intern program | $9,277 | $9,277 | |
| Maple syrup supplies cost of sales | -$2,218 | -$2,218 | |
| Miscellaneous | $435 | $217 | $218 |
| Office expenses | $7,612 | $3,806 | $3,806 |
| Rental Expenses | $2,533 | $2,533 | |
| Software and computer expenses | $4,444 | $1,111 | $3,333 |
| Special event expenses | $9,899 | ||
| Special Event Expenses | $9,899 | ||
| Supplies | $9,952 | $4,024 | $5,928 |
| Vehicle expenses | $6,817 | $4,372 | $2,445 |
| Yale Camp reimbursed expenses | $32,569 | $32,569 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Income From Special Events | $10,400 | $48,400 |
| Program fees | $3,841 | $3,841 |
| Rental Income - Noninvestment Property | $7,101 | |
| Yale Camp Income | $58,327 | $58,327 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment to cost basis | Desc |
| Amt | $5,865 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Instructors | $1,925 | $0 | $1,925 | $0 |
| Investment management fees | $67,830 | $67,830 | $67,830 | $0 |
| Payroll service | $817 | $0 | $408 | $408 |
| Personnel search | $12,652 | $0 | $0 | $12,652 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Maple syrup sales | CategoryTxt |
| Gross Sales | $3,866 | GrossSalesAmt |
| Cost Of Goods Sold | $2,218 | CostOfGoodsSoldAmt |
| Net | $1,648 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Net investment income tax | CategoryTxt |
| Amt | $5,042 | Amt |
Comments