MCCULLOUGH FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MCCULLOUGH FOUNDATION (EIN 01-0744113)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202213119349100116
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-07T08:03:32-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131833422PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASH & PARSONT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1122 EAST 42ND STREET SUITE 1507AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101681599ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010744113EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCCULLOUGH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCCUBusinessNameControlTxt
Phone2129531250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ASH PARSONT 122 E 42 ST 1507AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10168ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MCCULLOUGH TURNER JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8605351541PhoneNum
Signature2022-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastMCCULLOUGH TURNER JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL ASHPreparerPersonNm
PTINP00110546PTIN
Phone2129531250PhoneNum
Preparation2022-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,161,163FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15,071DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,137DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$138,733NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$310,527GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$138,733CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$153,804TotalRevAndExpnssAmt
Total Net Invst Incm$152,870TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,861OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,861OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$114TaxesRevAndExpnssAmt
Taxes Net Invst Incm$114TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,084TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,984TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$115,834TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,984TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$106,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,970ExcessRevenueOverExpensesAmt
Net Investment Income$143,886NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$61,971SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$76,990SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$76,990SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$733,129CorporateStockBOYAmt
Corporate Stock EOY$632,620CorporateStockEOYAmt
Corporate Stock EOYFMV$1,771,663CorporateStockEOYFMVAmt
Other Investments BOY$83,280OtherInvestmentsBOYAmt
Other Investments EOY$207,251OtherInvestmentsEOYAmt
Other Investments EOYFMV$312,510OtherInvestmentsEOYFMVAmt
Total Assets BOY$878,380TotalAssetsBOYAmt
Total Assets EOY$916,861TotalAssetsEOYAmt
Total Assets EOYFMV$2,161,163TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$511OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$511TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$878,380RetainedEarningBOYAmt
Retained Earning EOY$916,350RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$878,380TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$916,350TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$878,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$916,861TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$878,380TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,970ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$916,350SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$916,350TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$44,803$43,989$814$814
PUBLICLY TRADED SECURITIESP$177,203$111,824$65,379$65,379
PUBLICLY TRADED SECURITIESP$88,480$15,981$72,499$72,499
CAPITAL GAINS DIVIDENDSP$41$41$41
FieldValueIRS element (for citing)
Capital Gain Net Income$138,733CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,000InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,000SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,000TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,022EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,522TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$522OverpaymentAmt
Applied To ES Tax$522AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN MCCULLOUGH TURNER JRIndividualWithBooksNm
Phone8605351541PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line137 MAIN STREETAddressLine1Txt
CityNORTH STONINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06359ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN MCCULLOUGH TURNER JR
37 MAIN STREETNORTH STONINGTONCT06359TRUSTEE0.25$0$0$0
PATRICIA S TURNER
37 MAIN STREETNORTH STONINGTONCT06359TRUSTEE2.00$0$0$0
LELAND J TURNER
PO BOX 7013BRECKENRIDGECO80424TRUSTEE0.25$0$0$0
GREGORY C TURNER
1001 ADELINE STREETOAKLANDCA94607TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,824,004AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$127,848AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,951,852TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,951,852AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,278CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,922,574NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,129MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,129MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,000TaxBasedOnInvestmentIncomeAmt
Total Tax$2,000TotalTaxAmt
Distributable Before Adj$94,129DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$94,129DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$94,129DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$106,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$106,850QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,129DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$29,198ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,451ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,397ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$35,363ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,473ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$140,882TotalExcessDistributionCyovAmt
Qualifying Distributions$106,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$94,129AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,721RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$153,603TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$29,198ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$124,405ExcessDistriCyovToNextYrAmt
Excess From Year4$31,451ExcessFromYear4Amt
Excess From Year3$29,397ExcessFromYear3Amt
Excess From Year2$35,363ExcessFromYear2Amt
Excess From Year1$15,473ExcessFromYear1Amt
Excess From Current Year$12,721ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION JM CATFISH HUNTER CHAPTER
4 N BLOUNT STREETRALEIGHNC27601NONEMEDICALFOR OPERATIONS$100
ALWAYS HOME
119 HIGH STREETMYSTICCT06355NONEPUBLIC CHARITYFOR OPERATIONS$100
AMER FRIENDS SVC COMM-AFSC DEV FD
1501 CHERRY STPHILADELPHIAPA19102NONEPUBLIC CHARITYFOR OPERATIONS$3,500
AMERICAN HEART ASSN
PO BOX 78851PHOENIXAZ88062NONEPUBLIC CHARITYFOR OPERATIONS$200
AMERICAN RED CROSS
2025 E ST NWWASHINGTONDC20006NONEPUBLIC CHARITYFOR OPERATIONS$2,000
AMERICAN RED CROSS
208 FARMINGTON AVEFARMINGTONCT06032NONEPUBLIC CHARITYFOR OPERATIONS$2,000
ARTS FOR LEARNING
3074 WHITNERY AVE BLDG 2 2ND FLHAMDENCT06518NONETHE ARTSFOR OPERATIONS$1,000
AVALONIA LAND CONSERVANCY
PO BOX 49OLD MYSTICCT06372NONECONSERVATIONFOR OPERATIONS$2,000
CHIKUMBUSO
389 E WYASSUP RDN STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$3,700
CHORUS OF WESTERLY
119 HIGH STREETWESTERLYRI02891NONETHE ARTSFOR OPERATIONS$200
CLIMATE LEADERSHIP COUNCIL
1900 M ST NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$100
CONNECTICUT FOODSHARE
2 RESEARCH PKWYWALLINFORDCT06492NONEFOOD BANKFOR OPERATIONS$3,500
CONNECTICUT LEAGUE OF CONSERVATION VOTERS
553 FARMINGTON AVENUEHARTFORDCT06105NONEPCFOR OPERATIONS$100
DENISON PEQUOTSEPOS NATURE CENTER
PO BOX 122MYSTICCT06355NONEENVIRONMENTALFOR OPERATIONS$250
DOCTORS WITHOUT BORDERS
PO BOX 5022HAGERSTOWNMD21741NONEPUBLIC CHARITYFOR OPERATIONS$2,000
FINCA
PO BOX 98048WASHINGTONDC20090NONEPUBLIC CHARITYFOR OPERATIONS$2,000
FRIENDS OF HARKNESS
PO BOX 10WATERFORDCT06385NONEPUBLIC CHARITYFOR OPERATIONS$250
FRIENDS OF WHEELER LIBRARY
PO BOX 217 101 MAIN STNSTONINGTONCT06359NONELIBRARYFOR OPERATIONS$250
FUND FOR RECONCILLIATION AND DEVELOPMENT
64 JEAN COURTRIVERHEADNY11901NONEPUBLIC CHARITYFOR OPERATIONS$50
GARDE ARTS CENTER
325 STATE STREETNEW LONDONCT06320NONETHE ARTSFOR OPERATIONS$2,500
GROTON OPEN SPACE
PO BOX 9167GROTONCT06340NONEPUBLIC CHARITYFOR OPERATIONS$250
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709NONEPUBLIC CHARITYFOR OPERATIONS$3,000
HABITAT FOR HUMANITY SECT
377 BROAD STREETNEW LONDONCT06320NONEPUBLIC CHARITYFOR OPERATIONS$1,000
IMBA
PO BOX 7578BOULDERCO80306NONEPUBLIC CHARITYFOR OPERATIONS$1,000
INTERFAITH LIGHT AND POWER
369 PINE STREET SUITE 700SAN FRANCISCOCA94104NONEPUBLIC CHARITYFOR OPERATIONS$100
ISLAND INSTITUTE
PO BOX 648ROCKLANDME04841NONEPUBLIC CHARITYFOR OPERATIONS$100
LAND AND GARDEN PRESERVE
PO BOX 208SEAL HARBORME04675NONEPUBLIC CHARITYFOR OPERATIONS$50
LOCAL MEDIA ASSOCIATION
PO BOX 85033CHICAGOIL69689NONEPUBLIC CHARITYFOR OPERATIONS$5,000
LYCOMING COLLEGE
700 COLLEGE PLACEWILLIAMSPORTPA17701NONEEDUCATIONFOR OPERATIONS$1,000
MADONNA PLACE
240 MAIN STREETNORWICHCT36360NONEPUBLIC CHARITYFOR OPERATIONS$100
MERCY CORPS
3019 SW FIRST AVENUEPORTLANDOR97201NONEPUBLIC CHARITYFOR OPERATIONS$5,000
NATIONAL MS SOCIETY
PO BOX 4527NEW YORKNY10163NONEPUBLIC CHARITYFOR OPERATIONS$100
NATURE CONSERVANCY OF CONNECTICUT
55 HIGH STREETMIDDLETOWNCT06457NONECONSERVATIONFOR OPERATIONS$1,500
NEW LONDON COUNTY HISTORICAL SOCIETY
11 BLINMAN STREETNEW LONDONCT06320NONETHE ARTSFOR OPERATIONS$150
NEW LONDON MARITIME MUSEUM
150 BANK STREETNEW LONDONCT06320NONEPUBLIC CHARITYFOR OPERATIONS$100
NEW ORLEANS HABITAT FOR HUMANITY
2900 ELYSIAN FIELDS AVENUENEW ORLEANSLA70122NONEPUBLIC CHARITYFOR OPERATIONS$100
NORTH STONINGTON CITIZENS LAND ALLIANCE
PO BOX 327NORTH STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$50
NORTH STONINGTON EDUCATION FOUNDATION
297 NORWICH-WESTERLY RDNORTH STONINGTON CTCT06359NONEPUBLIC CHARITYFOR OPERATIONS$200
NORTH STONINGTON CONGREGATIONAL CHURCH
PO BOX 66N STONINGTONCT06359NONECHURCHFOR OPERATIONS$12,700
NORTH STONINGTON HISTORICAL SOCIETY
PO BOX 134N STONINGTONCT06359NONETHE ARTSFOR OPERATIONS$400
NORTH STONINGTON LIONS
PO BOX 1000N STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$100
NORTH STONINGTON SCHOLARSHIP FUND
298 NORWICH-WESTERLY RDNORTH STONINGTONCT06359NONEEDUCATIONFOR OPERATIONS$100
OCEANA
2501 M STREET NWWASHINGTONDC20037NONEPUBLIC CHARITYFOR OPERATIONS$2,500
PARK MCCULLOUGH HOUSE
PO BOX 388NORTH BENNINGTONVT05257NONEPUBLIC CHARITYFOR OPERATIONS$13,250
PARK MCCULLOUGH SCHOLARSHIP
PO BOX 388NORTH BENNINGTONMA05257NONEPUBLIC CHARITYFOR OPERATIONS$100
PAWCATUCK NEIGHBORHOOD CENTER TRANPORTATION PROGRAM
27 CHASE STREETPAWCATUCKCT06379NONEPUBLIC CHARITYFOR OPERATIONS$2,000
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH ST NW 6TH FLWASHINGTONDC20072NONEPUBLIC CHARITYFOR OPERATIONS$100
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20077NONEPUBLIC CHARITYFOR OPERATIONS$3,000
PLANNED PARENTHOOD OF SE NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511NONEPUBLIC CHARITYFOR OPERATIONS$200
POPULATION CONNECTION
2120 L STREET NW 4TH FLWASHINGTONDC20037NONEPUBLIC CHARITYFOR OPERATIONS$1,500
SALVATION ARMY
PO BOX 509HARTFORDCT06141NONEPUBLIC CHARITYFOR OPERATIONS$200
SANDY HOOK PROMISE
PO BOX 3489NEWTOWNCT06470NONEPUBLIC CHARITYFOR OPERATIONS$500
SAVE THE SOUND
900 CHAPEL STREETNEW HAVENCT06510NONEPUBLIC CHARITYFOR OPERATIONS$1,000
SERVAS UNITED STATES
1125 16TH ST SUITE 201ARCATACA95521NONEPUBLIC CHARITYFOR OPERATIONS$50
SIERRA CLUB - NAT'L HEADQUARTERS
85 SECOND STREETSAN FRANCISCOCA94105NONECONSERVATIONFOR OPERATIONS$500
SOUTHERN POVERTY LAW CENTER
PO BOX 5632MONTGOMERYAL36177NONEPUBLIC CHARITYFOR OPERATIONS$1,000
SPREAD THE VOTE
816 LINCOLN BLVDLOS ANGELESCA90045NONEPUBLIC CHARITYFOR OPERATIONS$250
SUMMIT FOUNDATION
198 N FRENCH STBRECKENRIDGECO80424NONEPRIVATE FOUNDATIONFOR OPERATIONS$100
TRUST FOR PUBLIC LANDS
33 UNION STREET 4TH FLBOSTONMA02108NONECONSERVATIONFOR OPERATIONS$1,500
TRUST FOR PUBLIC LANDS CT
101 WHITNEY AVENUENEW HAVENCT06510NONEPUBLIC CHARITYFOR OPERATIONSFOR OPERATIONS$500
UNITED WAY OF SE CONNECTICUT
PO BOX 375GALES FERRYCT06335NONEPUBLIC CHARITYFOR OPERATIONS$3,100
WARM
56 SPRUCE STREETWESTERLYRI02890NONEPUBLIC CHARITYFOR OPERATIONS$1,500
WATERORG
920 MAIN ST SUITE 1800KANSAS CITYMO64105NONETHE ARTSFOR OPERATIONS$100
WESTERLY FRIENDS MEETING
57 ELM STWESTERLYRI02891NONEPUBLIC CHARITYFOR OPERATIONS$1,100
WHEELER LIBRARY
PO BOX 217 101 MAIN STREETNORTH STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$3,000
WOMEN FOR WOMEN INTERNATIONAL
200 M ST NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$100
WOOD PAWCATUCK WATERSHED ASSOCIATION
30 ARCADIA ROADHOPE VALLEYRI02832NONEPUBLIC CHARITYFOR OPERATIONS$250
WORLD BICYCLE RELIEF
1333 N KINGSBURY 4TH FLCHICAGOIL60622NONEPUBLIC CHARITYFOR OPERATIONS$10,000
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063NONEPUBLIC CHARITYFOR OPERATIONS$100
WRITER'S BLOCK INK
446 COLEMAN STREETNEW LONDONCT06320NONEPUBLIC CHARITYFOR OPERATIONS$100
XERCES SOCIETY
PO BOX 97387WASHINGTONDC20009NONEPUBLIC CHARITYFOR OPERATIONS$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,071ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$138,733ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$153,804ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$153,804TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2007 AMOUNT $12,936TAX YEAR: 2008 AMOUNT $ 7,045TAX YEAR: 2009 AMOUNT $17,322TAX YEAR: 2010 AMOUNT $15,884TAX YEAR: 2011 AMOUNT $ 114ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE INC$22,893$99,235
ALPHABET INC-CL C$28,904$115,744
AMAZON.COM INC$31,755$116,702
AMERICAN WATER WORKS$2,457$21,719
AMGEN INC$16,107$22,497
APPLE INC$16,664$106,542
CHURCH & DWIGHT CO INC$17,605$24,087
CINTAS CORP$17,802$66,475
CISCO SYSTEMS INC$16,419$21,863
COSTCO WHOLESALE CORP$32,238$68,124
DANAHER CORP$27,401$52,642
EATON CORP PLC$12,517$25,923
ESTEE LAUDER COS INC-A$5,465$37,020
FORTINET INC$21,461$61,098
GENMAB A/S$13,061$17,011
HEICO CORP$16,351$21,506
HOME DEPOT INC$15,108$83,002
IQVIA HOLDINGS INC$28,964$49,374
JP MORGAN CHASE & CO$11,287$26,919
MICROSOFT CORP$26,688$126,120
NEXTERA ENERGY INC$2,725$31,742
NTNL VISION HOLDINGS$13,365$13,677
NVIDIA CORP$25,654$76,469
PALO ALTO NETWORKS$28,017$64,027
PAYPAL HOLDINGS INC$13,664$33,002
PEPSICO INC$19,011$52,113
QUALCOMM INC$21,858$41,145
ROPER TECHNOLOGIES INC$19,228$49,186
SALESFORCE COM INC$8,950$24,142
SOLAREDGE TECH$11,134$23,848
THERMO FISHER SCIENTIFIC INC$16,809$66,724
TREX CO INC$15,726$29,031
VISA INC-CLASS A SHARES$31,598$75,848
WALT DISNEY COMPANY$23,734$27,106

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICAAT COST$15,324$16,461
CHARLES SCHWABAT COST$35,988$39,527
CHIPOTLE MEXICAN GRILLAT COST$13,723$17,482
CROWN CASTLE INTL CORP NEWAT COST$34,896$55,316
LILLY ELI & COAT COST$20,325$20,717
NETFLIXAT COST$16,250$18,073
PROLOGIS INCAT COST$30,090$101,016
SERVICE NOWAT COST$25,759$29,210
STRYKERAT COST$14,896$14,708

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$9RevenueAndExpensesPerBooksAmt
Net Investment Income$9NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO BROKERDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$511EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$8,861Amt
Net Investment Income$8,861NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN WITHHOLDINGCategoryTxt
Amt$114Amt
Net Investment Income$114NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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