WINGS FOR THINGS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WINGS FOR THINGS FOUNDATION INC (EIN 46-1160696)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202201319349100625
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T09:50:42-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 ASYLUM ST SUITE 2400 | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461160696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINGS FOR THINGS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WING | BusinessNameControlTxt |
| Phone | 2033041920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 BENNETTS BRIDGE ROAD | AddressLine1Txt |
| City | SANDY HOOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE COLLINS | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2033041920 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUZANNE | PersonFirstNm |
| Person Last | COLLINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH A TREESE | PreparerPersonNm |
| PTIN | P01234548 | PTIN |
| Phone | 8602417000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,980,408 | 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 | $3,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $448,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $448,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,853,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,241,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,853,958 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,302,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,302,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,425 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,037 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,566 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112,566 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,600,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,600,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,726,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,606,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,575,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,182,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,681,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,633,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,633,577 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,533,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,359,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,104,512 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,920,517 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,195,290 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,242,319 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,336,087 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,858,335 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,470,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,046,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,980,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,470,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,046,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,470,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,046,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,470,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,046,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,470,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,575,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,046,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,046,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (193 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACCENTURE PLC, ACN | P | 2019-11-22 | 2021-12-29 | $60,395 | $28,386 | $32,009 | $32,009 |
| ACCENTURE PLC, ACN | P | 2020-08-18 | 2021-02-18 | $22,543 | $20,629 | $1,914 | $1,914 |
| ACCENTURE PLC, ACN | P | 2020-09-08 | 2021-12-29 | $33,321 | $18,760 | $14,561 | $14,561 |
| ACCENTURE PLC, ACN | P | 2020-08-18 | 2021-12-02 | $1,472 | $938 | $534 | $534 |
| ACCENTURE PLC, ACN | P | 2020-04-08 | 2021-12-02 | $32,381 | $15,085 | $17,296 | $17,296 |
| ADOBE SYSTEMS INCORPORATED COM, ADBE | P | 2020-08-18 | 2021-12-02 | $2,677 | $1,836 | $841 | $841 |
| ADOBE SYSTEMS INCORPORATED COM, ADBE | P | 2020-04-08 | 2021-12-02 | $26,102 | $12,374 | $13,728 | $13,728 |
| ADOBE SYSTEMS INCORPORATED COM, ADBE | P | 2020-08-18 | 2021-02-18 | $33,205 | $31,664 | $1,541 | $1,541 |
| ADOBE SYSTEMS INCORPORATED COM, ADBE | P | 2020-04-08 | 2021-08-18 | $80,281 | $40,296 | $39,985 | $39,985 |
| ADVANCE AUTO PARTS INC | P | 2015-12-10 | 2021-04-14 | $216,073 | $202,042 | $14,031 | $14,031 |
| AFLAC INC COM, AFL | P | 2020-08-18 | 2021-12-02 | $30,228 | $20,348 | $9,880 | $9,880 |
| AFLAC INC COM, AFL | P | 2020-08-18 | 2021-02-18 | $24,151 | $19,226 | $4,925 | $4,925 |
| ALABAMA PWR CO NOTE | P | 2019-03-25 | 2021-04-14 | $161,548 | $153,153 | $8,395 | $8,395 |
| ALABAMA PWR CO NOTE | P | 2017-01-23 | 2021-04-14 | $107,699 | $102,343 | $5,356 | $5,356 |
| ALPHABET INC CAP, GOOGL | P | 2020-08-18 | 2021-12-29 | $293,746 | $153,611 | $140,135 | $140,135 |
| ALPHABET INC CAP, GOOGL | P | 2020-08-18 | 2021-12-02 | $154,875 | $82,950 | $71,925 | $71,925 |
| ALPHABET INC CAP, GOOGL | P | 2014-10-16 | 2021-02-18 | $104,813 | $26,863 | $77,950 | $77,950 |
| AMERICAN WATER WORKSCOMPANY INC COM, AWK | P | 2020-08-18 | 2021-12-02 | $1,711 | $1,462 | $249 | $249 |
| AMERICAN WATER WORKSCOMPANY INC COM, AWK | P | 2020-04-08 | 2021-12-02 | $38,328 | $27,983 | $10,345 | $10,345 |
| AMERICAN WATER WORKSCOMPANY INC COM, AWK | P | 2020-08-18 | 2021-02-18 | $35,636 | $32,459 | $3,177 | $3,177 |
| ANALOG DEVICES INC COM, ADI | P | 2020-09-08 | 2021-12-29 | $43,825 | $28,733 | $15,092 | $15,092 |
| ANALOG DEVICES INC COM, ADI | P | 2020-08-18 | 2021-02-18 | $27,364 | $20,591 | $6,773 | $6,773 |
| ANALOG DEVICES INC COM, ADI | P | 2020-04-08 | 2021-02-18 | $180,917 | $116,154 | $64,763 | $64,763 |
| ANSYS INC COM, ANSS | P | 2020-04-08 | 2021-12-02 | $29,568 | $18,380 | $11,188 | $11,188 |
| ANSYS INC COM, ANSS | P | 2020-08-18 | 2021-12-02 | $1,183 | $964 | $219 | $219 |
| ANSYS INC COM, ANSS | P | 2020-08-18 | 2021-02-18 | $28,466 | $23,782 | $4,684 | $4,684 |
| ANTHEM INC, ANTM | P | 2020-08-18 | 2021-02-18 | $31,949 | $24,069 | $7,880 | $7,880 |
| APPLE INC, AAPL | P | 2013-05-09 | 2021-02-18 | $8,043 | $1,031 | $7,012 | $7,012 |
| APPLE INC, AAPL | P | 2020-08-18 | 2021-02-18 | $101,390 | $71,995 | $29,395 | $29,395 |
| APPLE INC, AAPL | P | 2012-12-18 | 2021-02-18 | $38,302 | $6,628 | $31,674 | $31,674 |
| APPLE INC, AAPL | P | 2012-12-18 | 2021-02-18 | $13,278 | $1,970 | $11,308 | $11,308 |
| APPLE INC, AAPL | P | 2015-02-04 | 2021-02-18 | $15,321 | $3,603 | $11,718 | $11,718 |
| ASML HOLDING, ASML | P | 2020-09-08 | 2021-12-29 | $120,500 | $52,728 | $67,772 | $67,772 |
| ASML HOLDING, ASML | P | 2020-04-08 | 2021-12-02 | $44,131 | $15,628 | $28,503 | $28,503 |
| ASML HOLDING, ASML | P | 2020-04-08 | 2021-05-19 | $39,010 | $17,861 | $21,149 | $21,149 |
| ASML HOLDING, ASML | P | 2020-04-08 | 2021-02-18 | $64,019 | $30,977 | $33,042 | $33,042 |
| ASML HOLDING, ASML | P | 2020-08-18 | 2021-02-18 | $43,833 | $28,707 | $15,126 | $15,126 |
| ASTRAZENECA ADR, AZN | P | 2020-04-08 | 2021-08-18 | $27,142 | $19,923 | $7,219 | $7,219 |
| AVALONBAY AOMMUNITIES INC COM, AVB | P | 2020-04-08 | 2021-08-18 | $19,961 | $14,346 | $5,615 | $5,615 |
| BALL CORP COM NPV, BLLL | P | 2020-08-18 | 2021-02-18 | $20,908 | $17,801 | $3,107 | $3,107 |
| BANK OF MONTREAL | P | 2019-07-26 | 2021-04-13 | $200,000 | $200,000 | $0 | $0 |
| BANK OF NEW YORK MELLON CORP COM, BK | P | 2020-08-18 | 2021-02-18 | $63,456 | $55,066 | $8,390 | $8,390 |
| BANK OF NEW YORK MELLON CORP COM, BK | P | 2020-04-08 | 2021-02-18 | $55,106 | $46,319 | $8,787 | $8,787 |
| BECTON DICKINSON & CO COM, BDX | P | 2020-04-08 | 2021-08-18 | $126,227 | $126,331 | -$104 | -$104 |
| BECTON DICKINSON & CO COM, BDX | P | 2020-08-18 | 2021-08-18 | $18,996 | $20,024 | -$1,028 | -$1,028 |
| BK OF AMERICA CORP COM, BAC | P | 2020-08-18 | 2021-12-02 | $57,446 | $32,519 | $24,927 | $24,927 |
| BK OF AMERICA CORP COM, BAC | P | 2020-08-18 | 2021-02-18 | $41,274 | $30,706 | $10,568 | $10,568 |
| BLACKBAUD INC, BLKB | P | 2020-04-08 | 2021-08-18 | $13,372 | $10,373 | $2,999 | $2,999 |
| BOOKING HOLDINGS INC COM, BKNG | P | 2020-08-18 | 2021-08-18 | $111,665 | $94,672 | $16,993 | $16,993 |
| CATERPILLAR FINL SVCS | P | 2017-04-20 | 2021-04-14 | $216,589 | $202,336 | $14,253 | $14,253 |
| CITIGROUP INC NOTE | P | 2019-02-15 | 2021-03-30 | $200,000 | $198,698 | $1,302 | $1,302 |
| CITIGROUP INC NOTE - ACCRUED MARKET DISCOUNT | P | 2019-02-15 | 2021-03-30 | $1,302 | -$1,302 | -$1,302 | |
| COMCAST CORP | P | 2017-02-23 | 2021-12-03 | $159,482 | $151,884 | $7,598 | $7,598 |
| COSTCO WHOLESALE CORP COM, COST | P | 2020-04-08 | 2021-12-02 | $39,500 | $22,971 | $16,529 | $16,529 |
| COSTCO WHOLESALE CORP COM, COST | P | 2020-09-08 | 2021-12-29 | $17,064 | $10,223 | $6,841 | $6,841 |
| COSTCO WHOLESALE CORP COM, COST | P | 2020-04-08 | 2021-12-29 | $89,872 | $48,393 | $41,479 | $41,479 |
| COSTCO WHOLESALE CORP COM, COST | P | 2020-08-18 | 2021-12-02 | $1,580 | $1,025 | $555 | $555 |
| COSTCO WHOLESALE CORP COM, COST | P | 2020-08-18 | 2021-02-18 | $25,950 | $24,930 | $1,020 | $1,020 |
| CVS HEALTH CORP | P | 2019-07-05 | 2021-12-28 | $89,984 | $87,914 | $2,070 | $2,070 |
| DUPONT DE NEMOURS INC | P | 2019-03-25 | 2021-04-14 | $271,300 | $256,888 | $14,412 | $14,412 |
| EATON CORP PLC COM, ETN | P | 2020-04-08 | 2021-12-02 | $11,541 | $5,481 | $6,060 | $6,060 |
| EATON CORP PLC COM, ETN | P | 2020-09-08 | 2021-12-29 | $18,926 | $11,195 | $7,731 | $7,731 |
| EATON CORP PLC COM, ETN | P | 2020-08-18 | 2021-12-02 | $31,279 | $18,865 | $12,414 | $12,414 |
| EATON CORP PLC COM, ETN | P | 2019-11-22 | 2021-12-29 | $89,987 | $47,284 | $42,703 | $42,703 |
| EATON CORP PLC COM, ETN | P | 2020-08-18 | 2021-02-18 | $30,115 | $24,413 | $5,702 | $5,702 |
| ECOLAB INC, ECL | P | 2020-08-18 | 2021-12-02 | $1,352 | $1,170 | $182 | $182 |
| ECOLAB INC, ECL | P | 2020-04-08 | 2021-12-02 | $37,173 | $28,009 | $9,164 | $9,164 |
| ECOLAB INC, ECL | P | 2020-08-18 | 2021-02-18 | $23,967 | $22,430 | $1,537 | $1,537 |
| FIRST NIAGARA FIN GROUP INC | P | 2014-08-08 | 2021-12-14 | $250,000 | $250,000 | $0 | $0 |
| FIRST REPUBLIC BANK SAN FRANCISCO COM US, FRC | P | 2021-08-18 | 2021-12-02 | $49,475 | $26,135 | $23,340 | $23,340 |
| FIRST REPUBLIC BANK SAN FRANCISCO COM US, FRC | P | 2020-08-18 | 2021-12-29 | $126,733 | $69,730 | $57,003 | $57,003 |
| FIRST REPUBLIC BANK SAN FRANCISCO COM US, FRC | P | 2020-08-18 | 2021-02-18 | $35,353 | $24,651 | $10,702 | $10,702 |
| FIRST SOLAR INC, FSLR | P | 2020-04-08 | 2021-12-02 | $27,142 | $10,361 | $16,781 | $16,781 |
| FIRST SOLAR INC, FSLR | P | 2020-04-08 | 2021-02-18 | $38,067 | $16,515 | $21,552 | $21,552 |
| FIRST SOLAR INC, FSLR | P | 2020-08-18 | 2021-02-18 | $29,448 | $24,384 | $5,064 | $5,064 |
| FORD MOTOR CO BOND | P | 2013-01-15 | 2021-04-14 | $73,660 | $72,135 | $1,525 | $1,525 |
| GENERAL MTRS CO NOTE | P | 2019-02-15 | 2021-04-14 | $219,008 | $203,508 | $15,500 | $15,500 |
| GENERAL MTRS CO NOTE | P | 2019-06-25 | 2021-04-14 | $219,009 | $207,321 | $11,688 | $11,688 |
| GILEAD SCIENCES INC COM | P | 2020-04-08 | 2021-08-18 | $21,766 | $22,339 | -$573 | -$573 |
| GILEAD SCIENCES INC COM NOTE | P | 2017-09-14 | 2021-09-01 | $200,000 | $201,075 | -$1,075 | -$1,075 |
| HEXCEL CORP, HXL | P | 2020-04-08 | 2021-08-18 | $19,921 | $12,574 | $7,347 | $7,347 |
| HOME DEPOT INC, HD | P | 2020-08-18 | 2021-12-02 | $51,954 | $36,192 | $15,762 | $15,762 |
| HOME DEPOT INC, HD | P | 2020-08-18 | 2021-12-29 | $45,313 | $31,347 | $13,966 | $13,966 |
| HOME DEPOT INC, HD | P | 2019-11-22 | 2021-12-29 | $14,006 | $7,429 | $6,577 | $6,577 |
| HOME DEPOT INC, HD | P | 2020-08-18 | 2021-12-29 | $70,441 | $45,948 | $24,493 | $24,493 |
| HOME DEPOT INC, HD | P | 2020-08-18 | 2021-02-18 | $33,981 | $34,197 | -$216 | -$216 |
| HUNT J.B. TRANSPORT SERVICES INC COM, JBHT | P | 2020-08-18 | 2021-12-02 | $1,335 | $973 | $362 | $362 |
| HUNT J.B. TRANSPORT SERVICES INC COM, JBHT | P | 2020-04-08 | 2021-12-02 | $28,989 | $15,019 | $13,970 | $13,970 |
| HUNT J.B. TRANSPORT SERVICES INC COM, JBHT | P | 2020-08-18 | 2021-02-18 | $21,765 | $20,849 | $916 | $916 |
| IDEX CORP NOTE | P | 2015-04-22 | 2021-06-16 | $152,836 | $150,853 | $1,983 | $1,983 |
| ILLUMINA INC COM, ILMN | P | 2020-04-08 | 2021-08-18 | $152,338 | $81,759 | $70,579 | $70,579 |
| ILLUMINA INC COM, ILMN | P | 2020-08-18 | 2021-08-18 | $1,040 | $712 | $328 | $328 |
| ILLUMINA INC COM, ILMN | P | 2020-08-18 | 2021-02-18 | $20,357 | $14,962 | $5,395 | $5,395 |
| INTERNATIONAL FLAVORS & FRAGRANCES COM US, IFF | P | 2020-04-08 | 2021-08-18 | $27,269 | $21,765 | $5,504 | $5,504 |
| INTERPUBLIC GROUP COS INC NOTE | P | 2016-02-23 | 2021-03-29 | $110,280 | $100,207 | $10,073 | $10,073 |
| IPG PHOTONICS CORPORATION COM, IPGP | P | 2020-08-18 | 2021-02-18 | $24,092 | $16,384 | $7,708 | $7,708 |
| IQVIA HLDGS INC COM, IQV | P | 2020-04-08 | 2021-12-02 | $43,918 | $21,222 | $22,696 | $22,696 |
| IQVIA HLDGS INC COM, IQV | P | 2020-08-18 | 2021-12-02 | $1,830 | $1,121 | $709 | $709 |
| IQVIA HLDGS INC COM, IQV | P | 2020-09-08 | 2021-12-29 | $123,476 | $69,448 | $54,028 | $54,028 |
| IQVIA HLDGS INC COM, IQV | P | 2020-08-18 | 2021-02-18 | $31,028 | $26,753 | $4,275 | $4,275 |
| ISHARES TR AGENCY BOND ETF | P | 2021-07-07 | 2021-11-23 | $411,037 | $415,727 | -$4,690 | -$4,690 |
| ISHARES TR AGENCY BOND ETF | P | 2021-07-07 | 2021-12-02 | $588,021 | $588,021 | $0 | $0 |
| JONES LANG LASALLE INC COM, JLL | P | 2020-04-08 | 2021-08-18 | $27,636 | $12,863 | $14,773 | $14,773 |
| JPMORGAN CHASE & CO NOTE | P | 2019-02-28 | 2021-04-14 | $160,418 | $151,457 | $8,961 | $8,961 |
| LAMB WESTON HLDGS INC COM, LW | P | 2020-04-08 | 2021-08-18 | $20,806 | $18,098 | $2,708 | $2,708 |
| LULULEMON ATHLETICA INC COM, LULU | P | 2020-08-18 | 2021-12-02 | $32,803 | $26,281 | $6,522 | $6,522 |
| LULULEMON ATHLETICA INC COM, LULU | P | 2020-08-18 | 2021-02-18 | $22,865 | $25,201 | -$2,336 | -$2,336 |
| MARSH & MCLENNAN COS INC NOTE | P | 2019-02-15 | 2021-04-14 | $218,185 | $203,025 | $15,160 | $15,160 |
| MASTERCARD INCORPORATED CL A | P | 2020-04-08 | 2021-12-02 | $5,428 | $4,590 | $838 | $838 |
| MASTERCARD INCORPORATED CL A | P | 2020-08-18 | 2021-12-02 | $42,469 | $43,944 | -$1,475 | -$1,475 |
| MASTERCARD INCORPORATED CL A | P | 2020-08-18 | 2021-02-18 | $106,347 | $105,398 | $949 | $949 |
| MCCORMICK & COMPANY INC COM, MKC | P | 2020-08-18 | 2021-02-18 | $23,039 | $27,299 | -$4,260 | -$4,260 |
| MEDTRONIC PLC, MDT | P | 2018-01-29 | 2021-02-18 | $24,283 | $18,247 | $6,036 | $6,036 |
| MERCK & CO. INC COM, MRK | P | 2020-08-18 | 2021-02-18 | $22,135 | $24,862 | -$2,727 | -$2,727 |
| MICROSOFT CORP, MSFT | P | 2016-12-01 | 2021-12-02 | $136,537 | $24,453 | $112,084 | $112,084 |
| MICROSOFT CORP, MSFT | P | 2016-12-02 | 2021-02-18 | $94,514 | $23,153 | $71,361 | $71,361 |
| MICROSOFT CORP, MSFT | P | 2020-09-08 | 2021-12-29 | $239,823 | $144,190 | $95,633 | $95,633 |
| MORGAN STANLEY MTN | P | 2019-02-15 | 2021-04-14 | $212,035 | $201,526 | $10,509 | $10,509 |
| MORGAN STANLEY SER F MTN | P | 2017-11-15 | 2021-04-21 | $125,000 | $124,999 | $1 | $1 |
| NEW YORK TIMES CO, NYT | P | 2020-04-08 | 2021-12-02 | $32,214 | $22,265 | $9,949 | $9,949 |
| NEW YORK TIMES CO, NYT | P | 2019-11-22 | 2021-02-18 | $31,728 | $20,203 | $11,525 | $11,525 |
| NIKE INC, NKE | P | 2012-12-18 | 2021-12-02 | $32,937 | $4,785 | $28,152 | $28,152 |
| NIKE INC, NKE | P | 2012-12-18 | 2021-02-18 | $25,940 | $4,514 | $21,426 | $21,426 |
| NXP SEMICONDUCTORS, NXPI | P | 2020-08-18 | 2021-12-02 | $44,427 | $24,501 | $19,926 | $19,926 |
| NXP SEMICONDUCTORS, NXPI | P | 2020-08-18 | 2021-12-29 | $81,079 | $43,092 | $37,987 | $37,987 |
| NXP SEMICONDUCTORS, NXPI | P | 2020-08-18 | 2021-02-18 | $34,696 | $23,147 | $11,549 | $11,549 |
| OMNICELL COM, OMCL | P | 2020-04-08 | 2021-12-02 | $38,203 | $15,271 | $22,932 | $22,932 |
| OMNICELL COM, OMCL | P | 2020-04-08 | 2021-02-18 | $26,749 | $14,493 | $12,256 | $12,256 |
| ORACLE CORP NOTE | P | 2019-02-15 | 2021-07-08 | $200,000 | $200,000 | $0 | $0 |
| ORACLE CORP NOTE | P | 2019-09-11 | 2021-07-08 | $200,000 | $200,000 | $0 | $0 |
| ORGANON & CO, OGN | P | 2020-04-08 | 2021-06-07 | $6 | $8 | -$2 | -$2 |
| ORGANON & CO, OGN | P | 2020-04-08 | 2021-08-18 | $7,093 | $7,931 | -$838 | -$838 |
| ORGANON & CO, OGN | P | 2020-08-18 | 2021-08-18 | $49 | $56 | -$7 | -$7 |
| ORMAT TECHNOLOGIES INC, ORA | P | 2020-04-08 | 2021-02-18 | $22,449 | $12,562 | $9,887 | $9,887 |
| PALO ALTO NETWORKS INC COM, PANW | P | 2020-04-08 | 2021-08-18 | $38,545 | $12,725 | $25,820 | $25,820 |
| PALO ALTO NETWORKS INC COM, PANW | P | 2020-08-18 | 2021-12-02 | $2,141 | $1,062 | $1,079 | $1,079 |
| PALO ALTO NETWORKS INC COM, PANW | P | 2020-08-18 | 2021-02-18 | $27,624 | $18,856 | $8,768 | $8,768 |
| PAYPAL HLDGS INC COM, PYPL | P | 2020-04-08 | 2021-12-02 | $40,830 | $22,895 | $17,935 | $17,935 |
| PAYPAL HLDGS INC COM, PYPL | P | 2019-11-22 | 2021-02-18 | $175,210 | $62,091 | $113,119 | $113,119 |
| PNC FINANCIAL SERVICES GROUP COM, PNC | P | 2020-08-18 | 2021-12-02 | $35,699 | $18,929 | $16,770 | $16,770 |
| PNC FINANCIAL SERVICES GROUP COM, PNC | P | 2020-08-18 | 2021-02-18 | $27,322 | $17,746 | $9,576 | $9,576 |
| PROCTER AND GAMBLE CO COM, PG | P | 2018-10-30 | 2021-02-18 | $28,699 | $19,933 | $8,766 | $8,766 |
| PROCTER AND GAMBLE CO COM, PG | P | 2016-12-01 | 2021-02-18 | $3,075 | $1,950 | $1,125 | $1,125 |
| PROCTER AND GAMBLE CO COM, PG | P | 2016-12-01 | 2021-12-02 | $38,606 | $21,208 | $17,398 | $17,398 |
| QUEST DIAGNOSTICS INC COM, DGX | P | 2020-08-18 | 2021-12-02 | $1,544 | $1,195 | $349 | $349 |
| QUEST DIAGNOSTICS INC COM, DGX | P | 2020-04-08 | 2021-12-02 | $34,120 | $19,570 | $14,550 | $14,550 |
| QUEST DIAGNOSTICS INC COM, DGX | P | 2020-08-18 | 2021-02-18 | $26,218 | $26,174 | $44 | $44 |
| REINSURANCE GRP OF AMERICA INC COM, RGA | P | 2020-08-18 | 2021-08-18 | $12,503 | $9,961 | $2,542 | $2,542 |
| SALESFORCE.COM INC COM, CRM | P | 2020-04-08 | 2021-05-19 | $151,852 | $105,558 | $46,294 | $46,294 |
| SALESFORCE.COM INC COM, CRM | P | 2020-08-18 | 2021-02-18 | $24,288 | $20,180 | $4,108 | $4,108 |
| SALESFORCE.COM INC COM, CRM | P | 2020-08-18 | 2021-05-19 | $1,092 | $1,009 | $83 | $83 |
| SBA COMMUNICATIONS CORP NEW CL A, SBAC | P | 2020-08-18 | 2021-12-02 | $45,870 | $40,723 | $5,147 | $5,147 |
| SBA COMMUNICATIONS CORP NEW CL A, SBAC | P | 2020-08-18 | 2021-02-18 | $32,670 | $38,563 | -$5,893 | -$5,893 |
| STARBUCKS CORP COM, SBUX | P | 2016-12-01 | 2021-02-18 | $21,488 | $12,051 | $9,437 | $9,437 |
| STARBUCKS CORP COM, SBUX | P | 2016-12-01 | 2021-12-02 | $34,850 | $18,163 | $16,687 | $16,687 |
| STRYKER CORPORATION COM, SYK | P | 2020-08-18 | 2021-08-18 | $21,686 | $15,529 | $6,157 | $6,157 |
| SVB FINANCIAL GROUP COM, SIVB | P | 2020-08-18 | 2021-12-02 | $59,669 | $20,212 | $39,457 | $39,457 |
| SVB FINANCIAL GROUP COM, SIVB | P | 2020-09-08 | 2021-12-29 | $118,445 | $43,721 | $74,724 | $74,724 |
| SVB FINANCIAL GROUP COM, SIVB | P | 2020-08-18 | 2021-12-29 | $35,602 | $12,512 | $23,090 | $23,090 |
| SVB FINANCIAL GROUP COM, SIVB | P | 2020-08-18 | 2021-02-18 | $92,912 | $43,311 | $49,601 | $49,601 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON A, TSM | P | 2021-02-18 | 2021-12-02 | $25,792 | $28,658 | -$2,866 | -$2,866 |
| TARGET CORP, TGT | P | 2020-04-08 | 2021-05-19 | $42,928 | $20,991 | $21,937 | $21,937 |
| TARGET CORP, TGT | P | 2020-08-18 | 2021-12-02 | $39,107 | $21,903 | $17,204 | $17,204 |
| TARGET CORP, TGT | P | 2020-04-08 | 2021-12-02 | $4,181 | $1,784 | $2,397 | $2,397 |
| TARGET CORP, TGT | P | 2020-08-18 | 2021-02-18 | $34,017 | $24,796 | $9,221 | $9,221 |
| TETRA TECH INC, TTEK | P | 2021-02-19 | 2021-12-02 | $36,954 | $26,846 | $10,108 | $10,108 |
| TJX COMPANIES INC, TJX | P | 2020-08-18 | 2021-12-02 | $38,576 | $31,658 | $6,918 | $6,918 |
| TOYOTA MTR CR CORP | P | 2019-03-13 | 2021-04-08 | $250,000 | $246,065 | $3,935 | $3,935 |
| TOYOTA MTR CR CORP - ACCRUED MARKET DISCOUNT | P | 2019-03-13 | 2021-04-08 | $3,935 | -$3,935 | -$3,935 | |
| TRACTOR SUPPLY CO, TSCO | P | 2020-04-08 | 2021-08-18 | $29,699 | $13,850 | $15,849 | $15,849 |
| TRANE TECHNOLOGIES PLC COM, TT | P | 2020-08-18 | 2021-12-29 | $63,317 | $36,997 | $26,320 | $26,320 |
| TRANE TECHNOLOGIES PLC COM, TT | P | 2020-04-08 | 2021-08-18 | $80,003 | $36,856 | $43,147 | $43,147 |
| TRANE TECHNOLOGIES PLC COM, TT | P | 2020-09-08 | 2021-12-29 | $46,473 | $26,910 | $19,563 | $19,563 |
| TRANE TECHNOLOGIES PLC COM, TT | P | 2020-08-18 | 2021-02-18 | $30,908 | $24,665 | $6,243 | $6,243 |
| TRAVELERS COMPANIES INC COM, TRV | P | 2020-08-18 | 2021-12-02 | $42,435 | $32,615 | $9,820 | $9,820 |
| TRAVELERS COMPANIES INC COM, TRV | P | 2020-08-18 | 2021-02-18 | $39,162 | $30,764 | $8,398 | $8,398 |
| UNILEVER PLC SPON ADR, UL | P | 2020-08-18 | 2021-02-18 | $20,701 | $21,991 | -$1,290 | -$1,290 |
| UNITED PARCEL SERVICE INC., UPS | P | 2020-08-18 | 2021-08-18 | $26,423 | $21,773 | $4,650 | $4,650 |
| V F CORP COM, VFC | P | 2020-08-18 | 2021-08-18 | $18,552 | $15,060 | $3,492 | $3,492 |
| VERIZON COMMUNICATION INC, VZ | P | 2020-04-08 | 2021-08-18 | $111,489 | $115,243 | -$3,754 | -$3,754 |
| VERIZON COMMUNICATION INC, VZ | P | 2020-08-18 | 2021-08-18 | $84,843 | $90,095 | -$5,252 | -$5,252 |
| VERIZON COMMUNICATION INC, VZ | P | 2020-08-18 | 2021-02-18 | $28,785 | $29,834 | -$1,049 | -$1,049 |
| WABTEC COM, WAB | P | 2020-04-08 | 2021-12-02 | $26,072 | $15,104 | $10,968 | $10,968 |
| WABTEC COM, WAB | P | 2020-08-18 | 2021-12-02 | $1,259 | $937 | $322 | $322 |
| WABTEC COM, WAB | P | 2020-08-18 | 2021-02-18 | $21,032 | $19,136 | $1,896 | $1,896 |
| WALGREENS BOOTS ALLIANCE INC NOTE | P | 2019-02-28 | 2021-09-20 | $350,000 | $350,143 | -$143 | -$143 |
| WALGREENS BOOTS ALLIANCE INC NOTE | P | 2019-02-15 | 2021-09-20 | $200,000 | $200,064 | -$64 | -$64 |
| WYETH BOND | P | 2017-04-24 | 2021-04-14 | $225,189 | $217,003 | $8,186 | $8,186 |
| XILINX INC, XLNX | P | 2020-08-18 | 2021-02-18 | $20,763 | $15,845 | $4,918 | $4,918 |
| XILINX INC, XLNX | P | 2020-04-08 | 2021-02-18 | $137,606 | $86,375 | $51,231 | $51,231 |
| XYLEM INC COM, XYL | P | 2020-08-18 | 2021-12-02 | $1,807 | $1,193 | $614 | $614 |
| XYLEM INC COM, XYL | P | 2020-04-08 | 2021-12-02 | $39,504 | $22,865 | $16,639 | $16,639 |
| XYLEM INC COM, XYL | P | 2020-08-18 | 2021-02-18 | $30,819 | $25,766 | $5,053 | $5,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,853,958 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $56,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $168 | EsPenaltyAmt |
| Overpayment | $11,601 | OverpaymentAmt |
| Applied To ES Tax | $11,601 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Individual With Books | SUZANNE COLLINS | IndividualWithBooksNm |
| Phone | 2033041920 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 BENNETTS BRIDGE ROAD | AddressLine1Txt |
| City | SANDY HOOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06482 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SUZANNE M COLLINS | ||||||||
| 320 POST ROAD WEST | WESTPORT | CT | 06880 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHARLES ALLEN PRYOR | ||||||||
| 320 POST ROAD WEST | WESTPORT | CT | 06880 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHARLES ANDREW PRYOR | ||||||||
| 320 POST ROAD WEST | WESTPORT | CT | 06880 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ISABEL PRYOR | ||||||||
| 320 POST ROAD WEST | WESTPORT | CT | 06880 | VICE PRESIDENT | 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 |
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 | $26,752,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,657,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,409,894 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,409,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $441,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,968,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,448,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,448,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,231 | TotalTaxAmt |
| Distributable Before Adj | $1,404,206 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,404,206 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,404,206 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,606,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,606,425 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,404,206 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $355,893 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $118,706 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,610 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,140,309 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,642,613 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,606,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,404,206 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,202,219 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,844,832 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,095 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,835,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $355,893 | ExcessFromYear4Amt |
| Excess From Year3 | $118,706 | ExcessFromYear3Amt |
| Excess From Year2 | $18,610 | ExcessFromYear2Amt |
| Excess From Year1 | $3,140,309 | ExcessFromYear1Amt |
| Excess From Current Year | $2,202,219 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE M COLLINS | ContributingManagerNm |
| Contributing Manager | CHARLES ALLEN PRYOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REACH NEWTOWN | |||||||
| 21 THE BOULEVARD | NEWTOWN | CT | 06470 | UNRELATED | N/A | TO ASSIST IN THEIR MISSION OF YOUTH DEVELOPMENT AND SELF-ESTEEM ENHANCEMENT | $250,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | UNRELATED | N/A | TO ASSIST IN THE MISSION TO SERVE, TEACH, AND DISCOVER WITHIN A CULTURE DEVOTED TO RESEARCH, PATIENT CARE, AND EDUCATION | $100,000 |
| THE ERIC CARLE MUSESUM OF PICTURE BOOK ART | |||||||
| 125 W BAY RD | AMHERST | MA | 01002 | UNRELATED | N/A | TO ASSIST IN INSPIRING A LOVE OF ART AND READING THROUGH PICTURE BOOKS | $50,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | UNRELATED | N/A | TO ASSIST IN THEIR MISSION TO SUPPORT LIFE SAVING CARE FOR THOSE DEVASTATED BY EMERGENCIES, EPIDEMICS, AND NATURAL DISASTERS | $200,000 |
| CT FOODSHARE | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | UNRELATED | N/A | TO ASSIST IN ALLEVIATING HUNGER | $200,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 17090 | BALTIMORE | MD | 212970303 | UNRELATED | N/A | TO ASSIST IN ALLEVIATING HUNGER | $200,000 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | UNRELATED | N/A | TO ASSIST IN ALLEVIATING HUNGER IN THE UNITED STATES | $200,000 |
| OPERATION HOMEFRONT | |||||||
| 1355 CENTRAL PARKWAY S SUITE 100 | SAN ANTONIO | TX | 78232 | UNRELATED | N/A | TO ASSIST IN PROVIDING EMERGENCY FINANCIAL ASSISTANCE TO FAMILIES OF SERVICE MEMBERS AND WOUNDED WARRIORS | $150,000 |
| ST JUDE CHILDRENS' RESEARCH HOSPITAL | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | UNRELATED | N/A | TO ASSIST WITH RESEARCH FOR CHILDREN'S DISEASE | $50,000 |
| CT BOOTH LIBRARY | |||||||
| 25 MAIN ST | NEWTOWN | CT | 06470 | UNRELATED | N/A | TO ASSIST IN MEETING COMMUNITY NEEDS THROUGH LIBRARY SERVICES THAT POSITION THE LIBRARY AS A CONNECTOR, CONVENER, PARTNER, COMMUNITY HUB, AND A PLACE TO LEARN | $25,000 |
| WE NEED DIVERSE BOOKS | |||||||
| 10319 WESTLAKE DRIVE 104 | BETHESDA | MD | 20817 | UNRELATED | N/A | TO PROVIDE SUPPORT FOR PUTTING MORE BOOKS FEATURING DIVERSE CHARACTERS INTO THE HANDS OF ALL CHILDREN | $50,000 |
| ACTION AGAINST HUNGER | |||||||
| 1 WHITEHALL ST 2ND | NEW YORK | NY | 10004 | UNRELATED | N/A | TO ASSIST IN ALLEVIATING HUNGER | $100,000 |
| NYU LANGONE - IMCG MELANOMA PROJECT | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | UNRELATED | N/A | TO ASSIST IN THE RESEARCH AND STUDY OF MELANOMA TREATMENT AND PATIENT MANAGEMENT NEEDS. | $2,000,000 |
| PEN AMERICA WRITERS EMERGENCY FUND | |||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | UNRELATED | N/A | TO ASSIST IN SUPPORT OF WRITERS IN DIRE NEED IN THE US | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,600,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $448,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,853,958 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,302,092 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,302,092 | 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 | CHARLES A PRYOR AND SUZANNE COLLINS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 BENNETTS BRIDGE ROAD | AddressLine1Txt |
| City | SANDY HOOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HILL, BARTH, & KING, LLC | CategoryTxt |
| Amt | $12,850 | Amt |
| Net Investment Income | $6,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $11,195,290 | EOYBookValueAmt |
| EOYFMV | $11,242,319 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $11,359,335 | EOYBookValueAmt |
| EOYFMV | $18,104,512 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| UNAMORTIZED COST BASIS | $5,261,661 | $6,784,620 |
| ACCRUED INTEREST | $74,426 | $73,715 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $112,566 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112,566 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,037 | Amt |
| Net Investment Income | $1,037 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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