MAUD GLOVER FOLSOM FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAUD GLOVER FOLSOM FOUNDATION INC (EIN 11-1965890)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-06-02
- IRS object ID
- 202521539349100117
- Schema version
- 2023v6.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-02T13:53:23-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 ENTERPRISE DRIVE | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111965890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUD GLOVER FOLSOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAUD | BusinessNameControlTxt |
| Phone | 8607297498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BELDENWOOD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F AUSTIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8607297498 | PhoneNum |
| Signature | 2024-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEFANIA L BARTLETT | PreparerPersonNm |
| PTIN | P01688327 | PTIN |
| Phone | 2039442100 | PhoneNum |
| Preparation | 2025-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,764,860 | 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 | $550,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $318,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $318,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,029,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $236,996 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,875 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,468 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,218,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $553,228 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,085 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,085 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,641 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,293 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $106,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,260 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,554 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $672,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,483 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,483 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,323 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $937,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,444 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $818,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $818,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,755,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $955,444 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$536,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $449,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $350,878 | CashBOYAmt |
| Cash EOY | $510,176 | CashEOYAmt |
| Cash EOYFMV | $510,176 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $194,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,751 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,960,621 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,650,614 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,664,329 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,713,476 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,848,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,436,604 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $480,506 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,699,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,162,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,764,860 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,073,591 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,073,591 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,626,038 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,089,229 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,699,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,162,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,699,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,162,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,699,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$536,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,162,820 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,162,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $9,494,070 | $9,281,480 | $212,590 | $212,590 | ||
| ENERGY TRANSFER - SALE | $5,498 | $1,542 | $3,956 | $3,956 | P | 2023-09-21 |
| CHENIERE - SALE | $4,568 | $4,015 | $553 | $553 | P | 2023-09-21 |
| MMP - SALE | $41,922 | $28,447 | $13,475 | $13,475 | P | 2023-09-21 |
| MPLX - SALE | $26,599 | $22,259 | $4,340 | $4,340 | P | 2023-09-21 |
| WMP - SALE | $913 | $833 | $80 | $80 | P | 2023-09-21 |
| CRESTWOOD - SALE | $5,331 | $3,759 | $1,572 | $1,572 | P | 2023-09-21 |
| ENERGY TRANSFER | -$3 | -$3 | P | 2023-12-31 | ||
| ENTERPRISE PRODUCT PARTNERS | -$41 | -$41 | P | 2023-12-31 | ||
| PLAINS ALL AMERICAN | $585 | $585 | P | 2023-12-31 | ||
| CRESTWOOD | -$124 | -$124 | P | 2023-11-03 | ||
| MPLX | -$13 | -$13 | P | 2023-12-31 | ||
| SUNOCO | $6 | $6 | P | 2023-12-31 | ||
| WMP | $20 | $20 | P | 2023-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $236,996 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96,842 | 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 | $96,842 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $90,599 | OverpaymentAmt |
| Applied To ES Tax | $90,599 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | 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 | WILLIAM F AUSTIN | IndividualWithBooksNm |
| Phone | 8607297498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BELDENWOOD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD DIAS | ||||||||
| 7 BELDENWOOD RD | SIMSBURY | CT | 06070 | SECRETARY | 20.00 | $22,500 | $0 | $0 |
| CHARLES LEONARD | ||||||||
| 7 BELDENWOOD RD | SIMSBURY | CT | 06070 | PRESIDENT | 20.00 | $22,500 | $0 | $0 |
| WILLIAM F AUSTIN | ||||||||
| 7 BELDENWOOD RD | SIMSBURY | CT | 06070 | TREASURER | 20.00 | $22,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WASHINGTON BOULEVARD 9TH FLOOR | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069013726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $73,267 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13,357,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $555,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,912,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,912,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $208,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,703,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $685,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $685,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,243 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $42,718 | IncomeTaxAmt |
| Total Tax | $48,961 | TotalTaxAmt |
| Distributable Before Adj | $636,232 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $636,232 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $636,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $955,444 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $955,444 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $636,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $66,886 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,886 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $955,444 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $636,232 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $319,212 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $386,098 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $386,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $66,886 | ExcessFromYear1Amt |
| Excess From Current Year | $319,212 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM F AUSTIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BELDENWOOD RD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8607297498 | RecipientPhoneNum |
| Recipient Email Address | MAUGLOFOL@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION REQUESTS THE FOLLOWING INFORMATION: APPLICANT INFORMATION, CURRENT ADDRESSES, PREVIOUS APPLICATION, IMMEDIATE FAMILY INFORMATION, EMPLOYMENT RECORD, ARREST INFORMATION, STUDENT REFERENCES, MARITAL STATUS, CLUBS AND ORGANIZATION MEMBERSHIPS, EXTRACURRICULAR ACTIVITIES, OTHER PRESENT SCHOLARSHIPS, PHOTO, GENEALOGY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAXIMUM GRANT IS $30,000 PER YEAR | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AIDAN D SMITH | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| ALEXANDER M FOSTER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| ASA N BRADLEY | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| BENJAMIN DOERINGER-SMITH | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| BENJAMIN WARNER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| LOGAN BLAIR | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $14,500 |
| BRADEN MOORE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| BRANDON BLACK | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| BRANDON SCHNELL | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| BRENDAN R KLEINLE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| CARSON CLARK | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| CHARLIE A TROFHOLZ | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| CHASE SINGLETON | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| COOPER BECK | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| DEAN SHEPPARD | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| CLARK DEAN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| ELIAS P ROGLAND | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| ERIC M CISLIEK | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| ERIK B WAGNER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| ETHAN BUSSE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $2,500 |
| ETHAN M MAAS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| EVAN M STURDIVANT | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| EZEKIEL J COCHRAN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| FINN MALONE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| FLORIAN COVINGTON | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| LANDEN FURR | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| GABRIEL CAMPBELL | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| DAVID GILTNER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JOHN GRAHAM | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| DAVID GRIFFITH | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| BRANDON HARRIS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $2,500 |
| HARRISON SCHOFIELD | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| PARKER HATLEY | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| WILLIAM HELFGOTT | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| PARKER HOFFMAN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| WILLIAM HUEBNER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $5,000 |
| HUNTER DALKE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JAKE THOMPSON | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JAKOB C FOSSEN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JOHN A BONEE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JOHN BURDETT | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $2,500 |
| JONAH GRIESER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JOSH SALMON | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JOSHUA KULL | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JOSIAH E RICHARDS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| KAMRYN BREWER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JACOB B KELLNER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| CHRISTOPHER KEPHART | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| KEVIN PFUNDSTEIN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| KYLE A GOINS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| CHRISTIAN LAMERS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| LOGAN MAKI | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| ELIJAH LOUDENBACK | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $2,500 |
| LUCAS MARKOVITZ | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| LUKAS WESCHE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| MANFRED KAI LECKSZAS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| MARK E HARI | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JASON A MARTIN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| MASON BUSSE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $7,000 |
| MATTHEW FALVEY | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| MATTHIAS BORNEFF | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| MAX LAUTENSCHLAGER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| EVAN MULLIKIN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| NATE SEMLICK | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| NATHAN CHRISTNER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| NATHANIEL W CAUGHRON | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| NOAH ESPER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| JONATHAN NYMAN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $2,500 |
| JASEN PHILLIPS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| DANIEL PURNELL | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| SALOMON RAAS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| CHRISTOPHER REIDER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| BENJAMIN RICE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $7,000 |
| ROBERT SELLERS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $2,500 |
| ROBERT ROONEY | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| TYLER RUGGEBERG | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| RYLEE P BUCHERT | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| SAMUEL B REES | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| SAMUEL HALL | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| SILAS PAUL | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| CALVIN L SPANBAUER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| SPENCER PAULSEN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| TEAGAN F MCCAIN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| THOMAS CARPENTER | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| STEVEN V TRAPHAGEN | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| TREVOR GOOD | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| TYLER HOVANEC | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| TYLER T PHILLIPS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| UTON DELLOSSO | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| WILLIAM TRUE | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| ZAKARY DROUKAS | ||||||||
| C/O THE FOUNDATION 7 BELDENWOOD | ROAD | SIMSBURY | CT | 06070 | NONE | I | SCHOLARSHIP RECIPIENT | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $818,000 | 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) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $112 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $318,588 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $246,142 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,967 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| IRS REFUND | 01 | $30,875 | ||
| PARTNERSHIP LOSS | 01 | $5,637 | 901101 | -$8,105 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $238,149 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $430,067 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $668,216 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF WALTER R COLYER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JP MORGAN CHASE 270 PARK AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $550,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $30,641 | Amt |
| Net Investment Income | $10,660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,293 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC. (DELAWARE) | $111,199 | $109,778 |
| ADVANCED MICRO DEVICES INC | $71,407 | $105,615 |
| ALPHABET INC CL A | $93,252 | $323,353 |
| AMAZON.COM INC | $225,630 | $467,263 |
| AMERICAN TOWER CORP REIT | $80,034 | $84,413 |
| AMERIPRISE FINANCIAL INC | $50,753 | $67,091 |
| INTUIT | $82,820 | $124,291 |
| APPLIED MATERIALS INC | $35,234 | $68,753 |
| ASML HLDG NV SPON ADR | $69,321 | $93,670 |
| BOSTON SCIENTIFIC CORP | $51,345 | $81,859 |
| BROADCOM INC | $150,114 | $221,738 |
| CHIPOTLE MEXICAN GRILL INC | $53,282 | $76,102 |
| COCA COLA CO COM | $30,188 | $80,155 |
| DANAHER CORP | $43,959 | $50,706 |
| ABBOTT LABS | $56,170 | $56,784 |
| APPLE INC | $354,832 | $508,341 |
| INTUITIVE SURGICAL INC | $57,005 | $93,368 |
| MASTERCARD INC CL A | $96,184 | $117,782 |
| UNION PACIFIC CORP | $81,575 | $91,784 |
| TRANSDIGM GROUP INC | $67,102 | $76,359 |
| TJX COS INC NEW | $93,118 | $132,346 |
| THERMO FISHER SCIENTIFIC INC | $69,269 | $75,441 |
| SHERWIN WILLIAMS CO | $79,412 | $106,643 |
| SALESFORCE, INC. | $56,850 | $96,791 |
| LILLY ELI & CO | $96,750 | $210,719 |
| S&P GLOBAL INC | $38,685 | $52,836 |
| PARKER HANNIFIN CORP | $82,557 | $123,455 |
| PALO ALTO NETWORKS INC | $23,199 | $49,684 |
| O REILLY AUTOMOTIVE INC | $72,283 | $94,613 |
| NVIDIA CORP | $258,174 | $289,742 |
| MICROSOFT CORP | $425,266 | $721,654 |
| META PLATFORMS INC CL A | $199,303 | $316,712 |
| PROGRESSIVE CORP OHIO | $82,942 | $84,577 |
| 3M CO | $83,375 | $107,525 |
| YUMI BRANDS INC | $109,045 | $115,296 |
| WELLS FARGO & CO NEW | $134,028 | $181,402 |
| GOLDMAN SACHS GROUP INC | $148,008 | $214,302 |
| FEDEX CORP | $37,756 | $44,129 |
| EXXON MOBIL CORP | $226,316 | $256,510 |
| EQUITY RESIDENTIAL SB | $97,020 | $99,014 |
| EMERSON ELECTRIC CO | $131,402 | $160,909 |
| CROWN CASTLE INC REIT | $61,475 | $50,527 |
| HOME DEPOT INC | $104,572 | $110,080 |
| CONOCOPHILLIPS | $125,665 | $123,766 |
| BROADCOM INC | $63,850 | $194,423 |
| BECTON DICKINSON & CO | $94,553 | $92,808 |
| ASTRAZENICA PLC SPON ADR | $125,312 | $143,341 |
| AMER EXPRESS CO | $110,550 | $174,092 |
| ABBVIE INC COM | $120,050 | $134,728 |
| CME GROUP INC | $55,701 | $61,019 |
| UNITEDHEALTH GROUP INC | $114,338 | $124,451 |
| JPMORGAN CHASE & CO | $173,963 | $256,424 |
| LOCKHEED MARTIN CORP | $106,023 | $118,680 |
| WALMART INC | $136,824 | $189,652 |
| VERIZON COMMUNICATIONS INC | $96,474 | $92,912 |
| UNITEDHEALTH GROUP INC | $180,421 | $193,590 |
| UNITED PARCEL SERVICE INC CL B | $118,662 | $94,388 |
| TRAVELERS COS INC/THE | $99,698 | $114,713 |
| SYSCO CORP | $136,072 | $125,859 |
| LINDE PLC NEW EUR | $147,765 | $200,901 |
| RTX CORP | $106,009 | $123,834 |
| PROCTER & GAMBLE CO | $171,343 | $180,212 |
| ORACLE CORP | $117,810 | $172,081 |
| NORFOLK STHN CORP | $117,098 | $124,530 |
| MORGAN STANLEY | $157,082 | $184,230 |
| MICROCHIP TECHNOLOGY INC | $100,597 | $96,859 |
| MERCK & CO INC COM | $140,707 | $125,574 |
| MCDONALDS CORP | $122,004 | $118,899 |
| PROLOGIS INC COM | $100,052 | $106,512 |
| VISA INC CL A | $137,445 | $174,014 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,650,614 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,664,329 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,085 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,085 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,852 | $0 | $2,852 |
| OFFICE EXPENSES | $21,717 | $0 | $21,717 |
| BANK FEES | $190 | $0 | $190 |
| DUES & SUBSCRIPTIONS | $1,564 | $0 | $1,564 |
| STATE PENALTY | $7,011 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| IRS REFUND | $30,875 | $0 | $30,875 |
| PARTNERSHIP LOSS | $0 | -$2,468 | -$2,468 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $73,267 | $73,267 | $0 |
| MANAGEMENT FEE | $32,826 | $6,565 | $26,260 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $122,615 | $0 | $0 |
| ESTIMATED EXCISE TAX | $65,000 | $0 | $0 |
| UBI TAX | $219,007 | $0 | $0 |
| ESTIMATED UBI TAX | $131,000 | $0 | $0 |
| STATE UBI TAX | $134,645 | $0 | $0 |
| FOREIGN TAXES | $68 | $68 | $0 |
Comments