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MARIE G DENNETT FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MARIE G DENNETT FOUNDATION INC (EIN 06-1060970)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-07-14
IRS object ID
202541959349100704
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-14T08:11:47-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061060970EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARIE G DENNETT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARIBusinessNameControlTxt
Phone2033498375PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 N CEDAR ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAMSEY W GOODRICHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2033498375PhoneNum
Signature2025-01-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA A EXTANCE CPAPreparerPersonNm
PTINP01278902PTIN
Phone6174399700PhoneNum
Preparation2025-01-27PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,576,349FMVAssetsEOYAmt
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$262,022DividendsRevAndExpnssAmt
Dividends Net Invst Incm$262,022DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$933,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$933,321GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$933,321CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,796OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,796OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,198,139TotalRevAndExpnssAmt
Total Net Invst Incm$1,198,139TotalNetInvstIncmAmt
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$4,025AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,025AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,889OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,639OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$250OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Taxes Net Invst Incm$50TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,437OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,401TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,710TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,275TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$418,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$418,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$459,901TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,710TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$422,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$738,238ExcessRevenueOverExpensesAmt
Net Investment Income$1,162,429NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,188,445SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$606,646SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$606,646SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,311,196CorporateStockBOYAmt
Corporate Stock EOY$5,600,275CorporateStockEOYAmt
Corporate Stock EOYFMV$8,969,703CorporateStockEOYFMVAmt
Total Assets BOY$5,499,641TotalAssetsBOYAmt
Total Assets EOY$6,206,921TotalAssetsEOYAmt
Total Assets EOYFMV$9,576,349TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,499,641CapitalStockBOYAmt
Capital Stock EOY$6,206,921CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,499,641TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,206,921TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,499,641TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,206,921TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,499,641TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$738,238ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,237,879SubtotalAmt
Other Decreases$30,958OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,206,921TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM CAPITAL GAINP$52,531$52,531$52,531
LONG TERM CAPITAL GAINP$880,790$880,790$880,790
FieldValueIRS element (for citing)
Capital Gain Net Income$933,321CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,158InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,158SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,158TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,674EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$14,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,174TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,016OverpaymentAmt
Applied To ES Tax$5,016AppliedToESTaxAmt
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 BooksRAMSEY W GOODRICHIndividualWithBooksNm
Phone2033498375PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1405 CEDAR ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAMSEY W GOODRICH
10 WOOD HOUSE ROADFAIRFIELDCT06824PRESIDENT, TRUSTEE0.00$0$0$0
RICHARD H RAMSEY
205 SUNSET DRIVEGREENSBORONC27408SECRETARY/TREASURER, TRUSTEE0.00$0$0$0
RICHARD L RAMSEY
205 HILL POINT ROADRICHMONDVA23233VICE PRESIDENT, TRUSTEE0.00$0$0$0
CATHERINE G CARLSON
261 HUDSON STREETDENVERCO80220VICE PRESIDENT, TRUSTEE0.00$0$0$0
ROBIN B GOODRICH
31 COVE STREETDUXBURYMA02332TRUSTEE0.00$0$0$0
LAUREN G VANRODEN
405 N CEDAR ROADFAIRFIELDCT06824TRUSTEE0.00$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$8,018,889AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$560,444AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,579,333TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,579,333AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,690CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,450,643NetVlNoncharitableAssetsAmt
Minimum Investment Return$422,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$422,532MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,158TaxBasedOnInvestmentIncomeAmt
Total Tax$16,158TotalTaxAmt
Distributable Before Adj$406,374DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$406,374DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$406,374DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$422,775ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$422,775QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$406,374DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$18,195ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$28,143ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,399ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$38,237ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$87,974TotalExcessDistributionCyovAmt
Qualifying Distributions$422,775QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$406,374AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,401RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$104,375TotalCorpusAmt
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$18,195ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$86,180ExcessDistriCyovToNextYrAmt
Excess From Year4$28,143ExcessFromYear4Amt
Excess From Year2$3,399ExcessFromYear2Amt
Excess From Year1$38,237ExcessFromYear1Amt
Excess From Current Year$16,401ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BACKLINE CARE
PO BOX 13511PORTLANDOR97213NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
BARNABAS NETWORK
PO BOX 2666GREENSBORONC27402NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
CARNEGIE HALL
881 SEVENTH AVENEW YORKNY10019NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
COLGATE UNIVERSITY
PO BOX 313CANAJOHARIENY13317NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
COLLEGIATE SCHOOL
103 N MORELAND ROADRICHMONDVA23229NOT RELATED501(C)(3)CHARITABLE PURPOSE$15,000
DUKE UNIVERSITY
BOX 90581DURHAMNC27708NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
FAIRFIELD COUNTY COMMUNITY FOUNDATION
1118 CROSS HIGHWAYFAIRFIELDCT06824NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
FAIRFIELD THEATER COMPANY
70 STANFORD STREETFAIRFIELDCT06824NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
FIRST PRESBYTERIAN NURSERY SCHOOL
178 OENOKE RIDGE ROADNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
FOLDS OF HONOR FOUNDATION
DEPARTMENT 13TULSAOK74182NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
GETTYSBURG COLLEGE
300 N WASHINGTON ST BOX 423GETTYSBURGPA17325NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
GRALAND COUNTRY DAY SCHOOL
55 CLERMONT STREETDENVERCO80220NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
GREATER RICHMOND SCAN
103 E GRACE STREETRICHMONDVA23219NOT RELATED501(C)(3)CHARITABLE PURPOSE$1,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRIVEGREENSBORONC27455NOT RELATED501(C)(3)CHARITABLE PURPOSE$4,500
GTCC FOUNDATION
PO BOX 309JAMESTOWNNC27282NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
HOLY TRINITY EPISCOPAL CHURCH
607 N GREEN STGREENSBORONC27401NOT RELATED501(C)(3)CHARITABLE PURPOSE$4,500
JACOB'S LADDER
PO BOX 555URBANNAVA23175NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
KENT DENVER FUND
4000 EAST QUINCY AVEENGLEWOODCO80113NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
KIDS JOIN THE FIGHT
919 ST CHARLES AVENEW ORLEANSLA70130NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
LILIBET SNELLINGS KYTE FOUNDATION
4504 COVENTRY ROADRICHMONDVA23221NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
MARGERY PARCHER FUND
PO BOX 1743DUXBURYMA02332NOT RELATED501(C)(3)CHARITABLE PURPOSE$4,000
MCV FOUNDATION
PO BOX 843042RICHMONDVA23284NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
METROPOLITAN OPERA ASSOCIATION
30 LINCOLN CENTERNEW YORKNY10023NOT RELATED501(C)(3)CHARITABLE PURPOSE$50,000
NEW CANAAN FIRE COMPANY NO1
60 MAIN STNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$4,000
NEW CANAAN LIBRARY
151 MAIN STNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$8,000
NEW CANAN SOCIETY FOR THE ARTS
PO BOX 1044NEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
NIGHTINGALE-BAMFORD SCHOOL
20 E 92ND STNEW YORKNY10128NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
NORMA PFRIEM BREAST CENTER
267 GRANT STREETBRIDGEPORTCT06610NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
OKEMO MOUNTAIN SCHOOL
53 MAIN STREETLUDLOWVT05149NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
OUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BLVDNORTONMA02766NOT RELATED501(C)(3)CHARITABLE PURPOSE$25,000
PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK
10 LINCOLN CENTER PLAZANEW YORKNY100236970NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
POMFRET SCHOOL
PO BOX 128POMFRETCT062580128NOT RELATED501(C)(3)CHARITABLE PURPOSE$4,000
RISING STARR HORSE RESCUE
93 SILVER SPRING ROADWILTONCT10590NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
SACRED HEART SCHOOL INC
329 BISHOPS HIGHWAYKINGSTONMA02346NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
SERVICE DOG PROJECT INC
37 BOXFORD RDIPSWICHMA01938NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZAPALM BEACHFL33480NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
ST BERNARD'S SCHOOL
4 EAST 98TH STREETNEW YORKNY10129NOT RELATED501(C)(3)CHARITABLE PURPOSE$6,500
ST JOHN'S LUTHERAN CHURCH
1611 E SYCAMORE AVENUEEL SEGUNDOCA90245NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
ST LAWRENCE UNIVERSITY
23 ROMODA DRIVECANTONNY13617NOT RELATED501(C)(3)CHARITABLE PRUPOSE$5,000
ST MARK EPISCOPAL CHURCH - NEW CANAAN
111 OENOKE RIDGE RDNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$6,000
ST MARK'S SCHOOL
25 MARLBORO RDSOUTHBOROUGHMA01772NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
ST MARY'S EPISCOPAL CHURCH
12291 RIVER ROADRICHMONDVA23238NOT RELATED501(C)(3)CHARITABLE PURPOSE$7,500
ST PAUL'S SCHOOL
325 PLEASANT STCONCORDNH033012591NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
STRATFORD HALL
483 GREAT HOUSE ROADSTRATFORDVA22558NOT RELATED501(C)(3)CHARITABLE PURPOSE$25,000
SWEETBRIAR COLLEGE
PO BOX 1057SWEET BRIARVA24595NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
THE BEVERY HOSPITAL
529 MAIN STREET 4TH FLOORCHARLESTOWNMA02129NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
THE EPISCOPAL SCHOOL IN THE CITY OF NEW YORK
DEPT 781637 PO BOX 7800DETROITMI48278NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,500
THE FESSENDEN SCHOOL
250 WALTHAM STNEWTONMA02466NOT RELATED501(C)(3)CHARITABLE PURPOSE$24,000
THE FORSYTH INSTITUTE
245 FIRST STCAMBRIDGEMA02142NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
THE KENNEDY CENTER
PO BOX 58100WASHINGTONDC20037NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
THE MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540BOSTONMA02114NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
THE MOCKINGBIRD FOUNDATION
12407 WILLOW GROVE COURTMOORPARKCA93021NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
THE NEW YORK BOTANICAL GARDENS
2900 SOUTHERN BLVDBRONXNY10458NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,000
US SKI AND SNOWBOARD FOUNDATION
PO BOX 100 1 VICTORY LANEPARK CITYUT84060NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
UNITED WAY OF GREATER GREENSBORO
1500 YANCEYVILLE STGREENSBORONC27405NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
UNIVERSITY OF DENVER
2101 S UNIVERSITY BLVDDENVERCO80208NOT RELATED501(C)(3)CHARITABLE PURPOSE$19,000
UP RVA
4609 WYTHE AVERICHMONDVA23226NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
UVA ALUMNI ASSOCIATION
PO BOX 400314CHARLOTTESVILLEVA22904NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
VETERANS INC
69 GROVE STWORCESTERMA01605NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
WEST SCHOOL PTC
769 PONUS RIDGE RDNEW CANAANCT06840NOT RELATED501(C)(3)CHARITABLE PURPOSE$3,500
WOODBERRY FOREST SCHOOL
402 WOODBERRY STATIONWOODBERRY FORESTVA22989NOT RELATED501(C)(3)CHARITABLE PURPOSE$16,000
WORLD WILDLIFE FUND
PO BOX 97180WASHINGTONDC20090NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$418,500TotalGrantOrContriPdDurYrAmt
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$262,022ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,796ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$933,321ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,198,139ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,198,139TotalIncomeProducingActyAmt

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)
CategoryWOLF & COMPANYCategoryTxt
Amt$4,025Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,025DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKStockNm
EOY Book Value$5,600,275EOYBookValueAmt
EOYFMV$8,969,703EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescACCOUNTING ADJUSTMENTDesc
Amt$30,958Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$1,416$0$0
BANK FEES$21$21$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$2,796RevenueAndExpensesPerBooksAmt
Net Investment Income$2,796NetInvestmentIncomeAmt
Adjusted Net Income$2,796AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATION$250$0$250
MOORS & CABOT MANAGEMENT FEES$35,639$35,639$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$50Amt
Net Investment Income$50NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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