INGLESEA CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INGLESEA CHARITABLE TR (EIN 35-7011350)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-25
- IRS object ID
- 202202069349100620
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-25T16:37:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222624866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINBERG LIEBERMAN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 PASSAIC AVE STE 420 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | 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 | 357011350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INGLESEA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INGL | BusinessNameControlTxt |
| Phone | 9144995900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MERRITT 7 | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL PALMISANO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9144995900 | PhoneNum |
| Signature | 2022-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAMUEL | PersonFirstNm |
| Person Last | PALMISANO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY I LIEBERMAN | PreparerPersonNm |
| PTIN | P00169255 | PTIN |
| Phone | 9734030400 | PhoneNum |
| Preparation | 2022-07-12 | PreparationDt |
| 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 | $9,511,678 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $61,682 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,682 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $442,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,719,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $442,902 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $597,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $597,306 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,768 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $74,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,313 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $101,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $819,595 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $819,595 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $921,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $819,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$323,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $510,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $269,159 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $269,159 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,935,476 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,745,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,433,351 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,135,776 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,778,313 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,809,168 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,115,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,793,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,511,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,115,757 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,793,363 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,115,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,793,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,115,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,793,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,115,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$323,870 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,476 | OtherIncreasesAmt |
| Subtotal | $6,793,363 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,793,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PTS - NEUBERGER BERMAN - ACCT 8031 | P | $348,903 | $348,017 | $886 | $886 |
| PTS - NEUBERGER BERMAN - ACCT 8031 | P | $1,564,647 | $1,157,127 | $407,520 | $407,520 |
| PTS - NEUBERGER BERMAN - ACCT 8032 | P | $180,216 | $179,346 | $870 | $870 |
| PTS - NEUBERGER BERMAN - ACCT 8032 | P | $615,425 | $592,316 | $23,109 | $23,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $442,902 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,756 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,096 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,096 | SubtotalAmt |
| Tax Based On Investment Income | $7,096 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,468 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,468 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,372 | OverpaymentAmt |
| Applied To ES Tax | $11,372 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAMUEL PALMISANO | IndividualWithBooksNm |
| Phone | 9734030400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MERRITT 7 | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SAMUEL PALMISANO | ||||||||
| 301 MERRITT 7 | NORWALK | CT | 06851 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GAIER PALMISANO | ||||||||
| 301 MERRITT 7 | NORWALK | CT | 06851 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER & BERMAN BD LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 145443 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BROKERAGE | ServiceTypeTxt |
| Compensation | $74,263 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,162,551 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,257,147 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,257,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,118,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,096 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,096 | TotalTaxAmt |
| Distributable Before Adj | $448,819 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $448,819 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $448,819 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $819,595 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $819,595 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $448,819 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $745,771 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,085,820 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $552,224 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $901,808 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $960,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,246,142 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $819,595 | QualifyingDistributionsAmt |
| Applied To Current Year | $448,819 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $370,776 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,616,918 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $745,771 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,871,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,085,820 | ExcessFromYear4Amt |
| Excess From Year3 | $552,224 | ExcessFromYear3Amt |
| Excess From Year2 | $901,808 | ExcessFromYear2Amt |
| Excess From Year1 | $960,519 | ExcessFromYear1Amt |
| Excess From Current Year | $370,776 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN ACADEMY OF ARTS SCIENCES | |||||
| 136 IRVING STREET | CAMBRIDGE | MA | 021381996 | CHARITABLE | $500 |
| AMERICAN RED CROSS | |||||
| 431 8TH STREET NW | WASHINGTON | DC | 20006 | CHARITABLE | $12,000 |
| AMIGOS OF COSTA RICA | |||||
| 101 E GAY STREET | WEST CHESTER | PA | 19380 | CHARITABLE | $1,000 |
| ASPETUCK LAND TRUST | |||||
| PO BOX 444 | WESTPORT | CT | 06881 | CHARITABLE | $700 |
| AUDUBON BIRDCRAFT | |||||
| 314 UNQUOWA ROAD | FAIRFIELD | CT | 06824 | CHARITABLE | $100 |
| BRICK STORE MUSEUM | |||||
| 117 MAINE ST | KENNEBUNK | ME | 04043 | CHARITABLE | $500 |
| BRIDGEPORT LADIES CHARITABLE SOCIET | |||||
| 850 MAIN STREET | BRIDGEPORT | CT | 06604 | CHARITABLE | $250 |
| BRIDGEPORT RESCUE MISSION | |||||
| 1088 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | CHARITABLE | $200 |
| BROWN UNIVERSITY | |||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | CHARITABLE | $5,000 |
| CAGV ED FUND | |||||
| 739 OLD POST ROAD | FAIRFIELD | CT | 06824 | CHARITABLE | $500 |
| CALVERT HALL COLLEGE | |||||
| 8102 LASALLE RD | BALTIMORE | MD | 21286 | CHARITABLE | $200,000 |
| CATHOLIC ACADEMY | |||||
| 1186 NEWFIELD AVE | STAMFORD | CT | 06905 | CHARITABLE | $100,000 |
| CENTER FOR FAMILY JUSTICE | |||||
| 753 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | CHARITABLE | $1,000 |
| COASTAL ME BOTANICAL GAR | |||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | CHARITABLE | $500 |
| COMPUTER HISTORY MUSEUM | |||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | CHARITABLE | $1,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||
| 58 E 68TH STREET | NEW YORK | NY | 10065 | CHARITABLE | $5,000 |
| CT AUDUBON SOCIETY | |||||
| 2325 BURR ST | FAIRFIELD | CT | 06824 | CHARITABLE | $750 |
| CT FOOD BANK | |||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | CHARITABLE | $1,500 |
| DANA FARBER CANCER INSTITUTE | |||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | CHARITABLE | $5,000 |
| ELMWOOD FRANKLIN SCHOOL | |||||
| 104 NEW AMSTERDAM AVE | BUFFALO | NY | 14216 | CHARITABLE | $850 |
| EPISCOPAL RELIEF DEVELOPMENT | |||||
| 815 2ND AVE | NEW YORK | NY | 10017 | CHARITABLE | $500 |
| FAIRFIELD COUNTRY DAY SCHOOL | |||||
| 2970 BRONSON RD | FAIRFIELD | CT | 06824 | CHARITABLE | $2,500 |
| FAIRFIELD GARDEN CLUB | |||||
| PO BOX 435 | SOUTHPORT | CT | 06890 | CHARITABLE | $345 |
| FAIRFIELD MUSEUM | |||||
| 370 BEACH ROAD | FAIRFIELD | CT | 06824 | CHARITABLE | $25,000 |
| FREEPORT COMMUNITY SERVICES | |||||
| 53 DEPOT STREET | FREEPORT | ME | 04032 | CHARITABLE | $350 |
| FRIENDS OF PEDIATRICS BRIDGEPORT | |||||
| 155 BROOKBEND RD | FAIRFIELD | CT | 06824 | CHARITABLE | $350 |
| GREATER BOSTON FOOD BANK | |||||
| 70 S BAY AVE | BOSTON | MA | 02118 | CHARITABLE | $500 |
| GREENS FARMS ACADEMY | |||||
| 35 BEACHSIDE AVENUE | WESTPORT | CT | 06880 | CHARITABLE | $1,000 |
| GREENWICH HOSPITAL FUND | |||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | CHARITABLE | $1,000 |
| GULF OF MAINE RESEARCH INSTITUTE | |||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | CHARITABLE | $1,000 |
| HARVARD BUSINESS SCHOOL | |||||
| MORGAN 139 | BOSTON | MA | 02163 | CHARITABLE | $3,000 |
| HOLDERNESS SCHOOL | |||||
| 33 CHAPEL LN | HOLDERNESS | NH | 03245 | CHARITABLE | $1,000 |
| HORIZONS AT GREENS FARMS ACADEMY | |||||
| 1057 BROAD STREET | BRIDGEPORT | CT | 06604 | CHARITABLE | $1,500 |
| HOTCHKISS SCHOOL | |||||
| 11 INTERTAKEN ROAD | LAKEVILLE | CT | 06039 | CHARITABLE | $3,500 |
| JERUSALEM PEACE BUILDERS | |||||
| 3300 CHIMNEY ROCK ROAD | HOUSTON | TX | 77056 | CHARITABLE | $350 |
| KENNEBUNK EMS | |||||
| PO BOX 1761 | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $250 |
| KENNEBUNKPORT CONSERV TRUST | |||||
| 57 GAVELLY BROOK RD | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $50,500 |
| KENNEBUNKPORT HERITAGE HOUSING TRUS | |||||
| PO BOX 333 | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $1,000 |
| KENNEBUNKPORT HISTORICAL SOCIETY | |||||
| 125 NORTH ST | KENEBUNKPORT | ME | 04046 | CHARITABLE | $600 |
| LOUIS T GRAVES MEMORIAL LIBRARY | |||||
| 18 MAINE ST | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $300 |
| MAYO CLINIC | |||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | CHARITABLE | $100,000 |
| MIDDLEBURY COLLEGE | |||||
| 700 EXCHANGE ST | MIDDLEBURY | VT | 05753 | CHARITABLE | $9,000 |
| MIDDLESEX SCHOOL | |||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | CHARITABLE | $2,000 |
| MISS PORTER'S SCHOOL | |||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | CHARITABLE | $30,000 |
| NEAR AND FAR AID | |||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | CHARITABLE | $2,500 |
| NSCDA-CT | |||||
| 211 MAIN STREET | WETHERSFIELD | CT | 06109 | CHARITABLE | $150 |
| NY PRESBYTERIAN FUND | |||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | CHARITABLE | $500 |
| OCEAN CONSERVATORY | |||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | CHARITABLE | $2,500 |
| OPERATION HOPE | |||||
| 636 OLD POST ROAD | FAIRFIELD | CT | 06824 | CHARITABLE | $500 |
| PEQUOT LIBRARY | |||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | CHARITABLE | $11,000 |
| PINE TREE SOCIETY | |||||
| 368 MINOT AVENUE | AUBURN | ME | 04210 | CHARITABLE | $600 |
| QUEBEC LABRADOR FOUNDATION | |||||
| 55 S MAIN ST | IPSWICH | MA | 01938 | CHARITABLE | $350 |
| REACH PREP | |||||
| 1 DOCK STREET 100 | STAMFORD | CT | 06902 | CHARITABLE | $1,000 |
| READ WORKS | |||||
| 68 JAY STREET 426 | BROOKLYN | NY | 11201 | CHARITABLE | $1,000 |
| RHODE ISLAND FOOD | |||||
| 200 NIANTIC AVE | PROVIDENCE | RI | 02907 | CHARITABLE | $2,500 |
| ROCKY HILL COUNTRY DAY SCHOOL | |||||
| 530 IVES ROAD | WARWICK | RI | 02818 | CHARITABLE | $500 |
| RSD GILMAN PERKINS FUND | |||||
| 1545 SAINT PAUL ST | ROCHESTER | NY | 14621 | CHARITABLE | $1,000 |
| SASQUANAUG ASSOCIATION | |||||
| PO BOX 471 | SOUTHPORT | CT | 06890 | CHARITABLE | $100 |
| SEASHORE TROLLEY MUSEUM | |||||
| 195 LOG CABIN RD | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $250 |
| SHELDRICK WILDLIFE TRUST | |||||
| 25283 CABOT ROAD STE 101 | LAGUNA HILLS | CA | 92653 | CHARITABLE | $3,500 |
| SMILE TRAIN | |||||
| 41 MADISON AVE 28TH FL | NEW YORK | NY | 10010 | CHARITABLE | $750 |
| SOUTHPORT SCHOOL | |||||
| 214 MAIN ST | SOUTHPORT | CT | 06890 | CHARITABLE | $300 |
| SOUTHPORT VOLUNTEER FIRE DEPT | |||||
| 69 MAIN ST | SOUTHPORT | CT | 06890 | CHARITABLE | $400 |
| SPECIAL OLYMPICS | |||||
| 2666 STATE STREET STE 1 | HAMDEN | CT | 06517 | CHARITABLE | $500 |
| ST JUDES CHILDREN'S RESEARCH HOSP | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | CHARITABLE | $2,500 |
| ST ALBANS SCHOOL | |||||
| 187-01 FOCH BLVD | QUEENS | NY | 11412 | CHARITABLE | $1,000 |
| ST ANN'S EPISCOPAL CHURCH | |||||
| 167 OCEAN AVENUE | KENNEBUNKPORT | ME | 04046 | CHARITABLE | $4,500 |
| THE CLIMATE INITIATIVE | |||||
| PO BOX 7004 | CAPE PORPOISE | ME | 04014 | CHARITABLE | $250 |
| THE GEORGE AND BARBARA BUSH FOUND | |||||
| PO BOX 14141 | COLLEGE STATION | TX | 778414141 | CHARITABLE | $100,000 |
| THE GROWHAUS | |||||
| 4751 YORK STREET | DENVER | CO | 80216 | CHARITABLE | $2,500 |
| THE LIFE FLIGHT FOUNDATION | |||||
| 13 MAIN STREET | CAMDEN | ME | 04843 | CHARITABLE | $1,000 |
| THE NATURE CONSERVANCY | |||||
| 322 8TH AVE | NEW YORK | NY | 10001 | CHARITABLE | $3,900 |
| THE NEVER FORGET FUND | |||||
| 180 GREENWICH STREET | NEW YORK | NY | 10007 | CHARITABLE | $5,000 |
| THE SAFE FUND | |||||
| 936 SASCO HILL ROAD | FAIRFIELD | CT | 06824 | CHARITABLE | $1,000 |
| THE SOUTHPORT CONSERVANCY | |||||
| 214 MAIN ST | SOUTHPORT | CT | 06890 | CHARITABLE | $100 |
| THE VALERIE FUND | |||||
| 2101 MILLBURN AVE 3719 | MAPLEWOOD | NJ | 07040 | CHARITABLE | $5,000 |
| TRINITY EPISCOPAL CHURCH | |||||
| 651 PEQUOT AVE | SOUTHPORT | CT | 06890 | CHARITABLE | $23,200 |
| UNICEF | |||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | CHARITABLE | $1,000 |
| UNITED STATES INSTITUTE OF PEACE | |||||
| 2301 CONSTITUTION AVE NW | WASHINGTON | DC | 20037 | CHARITABLE | $40,000 |
| VERMONT CENTER FOR ECOSTUDIES | |||||
| PO BOX 420 | NORWICH | VT | 05055 | CHARITABLE | $26,300 |
| WAKEMEN BOYS GIRLS CLUB | |||||
| 385 CENTER ST | SOUTHPORT | CT | 06890 | CHARITABLE | $300 |
| WEBB-DEANE-STEVENS MUSEUM | |||||
| 211 MAIN STREET | WETHERSFIELD | CT | 06109 | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $819,595 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $61,682 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $92,722 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $442,902 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $597,306 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $597,306 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ACCOUNT 08032 | BondNm |
| EOY Book Value | $1,778,313 | EOYBookValueAmt |
| EOYFMV | $1,809,168 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ACCOUNT 008031 | StockNm |
| EOY Book Value | $4,745,891 | EOYBookValueAmt |
| EOYFMV | $7,433,351 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKER FEE 008031 | $66,038 | $66,038 |
| BROKER FEE 008032 | $8,225 | $8,225 |
| CT FILING FEE | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,476 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $14,768 | Amt |
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