DON AND MARILYN ALLAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DON AND MARILYN ALLAN FAMILY FOUNDATION (EIN 46-1505684)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-09
- IRS object ID
- 202203139349100315
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T09:52:12-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060312590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMMINGS & LOCKWOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM ROAD SUITE 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461505684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON AND MARILYN ALLAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 8603134927 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CUMMINGS LOCKWOOD 75 ISHAM RD 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON ALLEN TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603134927 | PhoneNum |
| Signature | 2022-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DON | PersonFirstNm |
| Person Last | ALLEN TRUSTEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON A SANKNER | PreparerPersonNm |
| PTIN | P01608435 | PTIN |
| Phone | 8603134900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $220,086 | 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 | $2,248 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,248 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,354 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,584 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,603 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,603 | 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 |
| Legal Fees Rev And Expnss | $7,858 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,858 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,263 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,018 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,827 | CashBOYAmt |
| Cash EOY | $8,759 | CashEOYAmt |
| Cash EOYFMV | $8,759 | CashEOYFMVAmt |
| Corporate Stock BOY | $136,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $84,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $105,378 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $110,068 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,366 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $44,688 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $96,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,846 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,261 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $356,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $204,372 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $220,086 | 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 | $356,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $204,372 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $356,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $204,372 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $356,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $204,372 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $356,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,018 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $205,723 | SubtotalAmt |
| Other Decreases | $1,351 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $204,372 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM GAIN/LOSS PER ML 814-04117 | P | $14,292 | $14,603 | -$311 | -$311 |
| LONG TERM GAIN/LOSS PER ML 814-04117 | P | $174,066 | $146,167 | $27,899 | $27,899 |
| CAPITAL GAINS DIVIDENDS | P | $2,996 | $2,996 | $2,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,584 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,476 | 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 | $4,476 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,094 | OverpaymentAmt |
| Applied To ES Tax | $4,094 | 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 | PAUL L BOURDEAU ESQ | IndividualWithBooksNm |
| Phone | 8603134930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM ROAD SUITE 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD ALLAN JR | ||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD 400 | WEST HARTFORD | CT | 06107 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARILYN N ALLAN | ||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD 400 | WEST HARTFORD | CT | 06107 | TRUSTEE | 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 | $292,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $303,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $303,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $298,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $382 | TotalTaxAmt |
| Distributable Before Adj | $14,568 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,568 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $178,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $131,594 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $142,385 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,462 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,102 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,705 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $593,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,932 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $757,180 | 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 | $131,594 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $625,586 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $142,385 | ExcessFromYear4Amt |
| Excess From Year3 | $117,462 | ExcessFromYear3Amt |
| Excess From Year2 | $91,102 | ExcessFromYear2Amt |
| Excess From Year1 | $110,705 | ExcessFromYear1Amt |
| Excess From Current Year | $163,932 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| CONNECTICUT RIVERS COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 60 DARLIN STREET | EAST HARTFORD | CT | 06108 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| DREAMCHASER PMU RESCUE AND REHABILITATION | |||||||
| 6340 KINCHELOE DR | FALCON | MO | 65470 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $4,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH 17 FLOOR | NEW YORK | NY | 10010 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $3,000 |
| FRONT RANGE EQUINE RESCUE | |||||||
| PO BOX 458 | OCALA | FL | 34478 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $4,000 |
| HARTFORD STAGE | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $25,000 |
| HARTFORD SYMPHONY ORCHESTRA INC | |||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $25,000 |
| INTERNATIONAL CONSERVATION CAUCUS FOUNDATION | |||||||
| 1200 POTOMAC ST NW | WASHINGTON | DC | 20007 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $1,000 |
| PRUDENCE CRANDALL CENTER | |||||||
| 594 BURRITT ST | NEW BRITAIN | CT | 06053 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $55,000 |
| PUBLIC CITIZEN FOUNDATION INC | |||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $200 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $2,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $6,000 |
| SPEAK UP FOR HORSES INC | |||||||
| PO BOX 434 | FALMOUTH | KY | 41040 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $2,500 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN ST PO BOX 89 | CHAMBERLAIN | SD | 57325 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $800 |
| UNIVERSITY OF HARTFORD (BARNEY SCHOOL OF BUSINESS RENOVATION PROJECT FUND) | |||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,248 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,603 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,603 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | THRU MERRILL LYNCH - BONDS, PER STATEMENT | BondNm |
| EOY Book Value | $46,366 | EOYBookValueAmt |
| EOYFMV | $44,688 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | THRU MERRILL LYNCH - STOCKS/EQUITIES, PER STATEMENT | StockNm |
| EOY Book Value | $84,401 | EOYBookValueAmt |
| EOYFMV | $105,378 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | THRU MERRILL LYNCH - MUTUAL FUNDS, PER STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $64,846 | BookValueAmt |
| EOYFMV | $61,261 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUMMINGS & LOCKWOOD LLC | CategoryTxt |
| Legal Fees | $7,858 | LegalFeesAmt |
| Net Investment Income | $7,858 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BALANCE | Desc |
| Amt | $1,351 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH WEALTH MANAGEMENT, ADVISORY FEES | $3,261 | $3,261 | $0 |
| MERRILL LYNCH WEALTH MANAGEMENT, OVERDRAFT LOAN REPAYMENT | $2 | $2 | $0 |
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