MCCULLOUGH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MCCULLOUGH FOUNDATION (EIN 01-0744113)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-13
IRS object ID
202512259349101316
Schema version
2024v5.2
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)
Return2025-08-13T10:57:17-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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 ASHPARSONT-122 EAST 42 ST-150AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101681599ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MCCULLOUGH TURNER JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8605351541PhoneNum
Signature2025-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNEIL D ASHPreparerPersonNm
PTINP00110544PTIN
Phone2129531250PhoneNum
Preparation2025-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,347,221FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$196InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$196InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,232DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$232,738NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$505,079GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$232,738CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$250,166TotalRevAndExpnssAmt
Total Net Invst Incm$250,166TotalNetInvstIncmAmt
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$6,048AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,048AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,996OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,996OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$320TaxesRevAndExpnssAmt
Taxes Net Invst Incm$320TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,378TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,330TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,048TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$115,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$115,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$136,528TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,330TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,198TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$113,638ExcessRevenueOverExpensesAmt
Net Investment Income$234,836NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,645SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$144,819SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$144,819SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$835,645CorporateStockBOYAmt
Corporate Stock EOY$812,057CorporateStockEOYAmt
Corporate Stock EOYFMV$2,158,077CorporateStockEOYFMVAmt
Other Investments BOY$14,967OtherInvestmentsBOYAmt
Other Investments EOY$34,116OtherInvestmentsEOYAmt
Other Investments EOYFMV$44,325OtherInvestmentsEOYFMVAmt
Other Assets BOY$5,097OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$877,354TotalAssetsBOYAmt
Total Assets EOY$990,992TotalAssetsEOYAmt
Total Assets EOYFMV$2,347,221TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$877,354RetainedEarningBOYAmt
Retained Earning EOY$990,992RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$877,354TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$990,992TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$877,354TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$990,992TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$877,354TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$113,638ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$990,992SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$990,992TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$32,350$38,298-$5,948-$5,948
PUBLICLY TRADED SECURITIESP$472,663$234,043$238,620$238,620
CAPITAL GAINS DIVIDENDSP$66$66$66
FieldValueIRS element (for citing)
Capital Gain Net Income$232,738CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,264InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,264SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,264TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,372EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,372TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$108OverpaymentAmt
Applied To ES Tax$108AppliedToESTaxAmt
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 (3 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
LELAND J TURNER
PO BOX 7013BRECKENRIDGECO80424TRUSTEE1.25$0$0$0
GREGORY C TURNER
1001 ADELINE STREETOAKLANDCA94607TRUSTEE1.25$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$2,133,933AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,287AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,203,220TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,203,220AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,048CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,170,172NetVlNoncharitableAssetsAmt
Minimum Investment Return$108,509MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$108,509MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,264TaxBasedOnInvestmentIncomeAmt
Total Tax$3,264TotalTaxAmt
Distributable Before Adj$105,245DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$105,245DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$105,245DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,198ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$121,198QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$105,245DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$35,363ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,473ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,721ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,858ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$103,415TotalExcessDistributionCyovAmt
Qualifying Distributions$121,198QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$105,245AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,953RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$119,368TotalCorpusAmt
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$35,363ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$84,005ExcessDistriCyovToNextYrAmt
Excess From Year4$15,473ExcessFromYear4Amt
Excess From Year3$12,721ExcessFromYear3Amt
Excess From Year2$39,858ExcessFromYear2Amt
Excess From Current Year$15,953ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 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$4,000
AMERICAN HEART ASSN
PO BOX 78851PHOENIXAZ88062NONEPUBLIC CHARITYFOR OPERATIONS$100
AMERICAN RED CROSS OF CONNECTICUT
208 FARMINGTON AVEFARMINGTONCT06032NONEPUBLIC CHARITYFOR OPERATIONS$2,000
AMERICAN RED CROSS
2025 E ST NWWASHINGTONDC20006NONEPUBLIC CHARITYFOR OPERATIONS$2,000
AVALONIA LAND CONSERVANCY
PO BOX 49OLD MYSTICCT06372NONECONSERVATIONFOR OPERATIONS$100
BONNELL COVE FOUNDATION
124 CHESTNUT STREETCAMDENME04843NONEPUBLIC CHARITYFOR OPERATIONS$100
CROP - CHURCH WORLD SERVICE
PO BOX 968ELKHARTIN46515NONEPUBLIC CHARITYFOR OPERATIONS$100
CHIKUMBUSO
389 E WYASSUP RDN STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$5,700
CHORUS OF WESTERLY
119 HIGH STREETWESTERLYRI02891NONETHE ARTSFOR OPERATIONS$500
CONNECTICUT FOODSHARE
2 RESEARCH PKWYWALLINFORDCT06492NONEFOOD BANKFOR OPERATIONS$3,000
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
GARDE ARTS CENTER
325 STATE STREETNEW LONDONCT06320NONETHE ARTSFOR OPERATIONS$2,500
GROTON OPEN SPACE
PO BOX 9167GROTONCT06340NONEPUBLIC CHARITYFOR OPERATIONS$2,000
HABITAT FOR HUMANITY SECT
377 BROAD STREETNEW LONDONCT06320NONEPUBLIC CHARITYFOR OPERATIONS$1,500
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709NONEPUBLIC CHARITYFOR OPERATIONS$2,000
IMBA
PO BOX 7578BOULDERCO80306NONEPUBLIC CHARITYFOR OPERATIONS$5,000
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
LYCOMING COLLEGE
700 COLLEGE PLACEWILLIAMSPORTPA17701NONEEDUCATIONFOR OPERATIONS$2,000
MADONNA PLACE
240 MAIN STREETNORWICHCT36360NONEPUBLIC CHARITYFOR OPERATIONS$100
MERCY CORPS
3019 SW FIRST AVENUEPORTLANDOR97201NONEPUBLIC CHARITYFOR OPERATIONS$4,000
MORGAN ADAMS FOUNDATION
5303 E EVANS AVE SUITE 200DENVERCO80222NONEPUBLIC CHARITYFOR OPERATIONS$100
MYSTIC SEAPORT
75 GREENMANVILLE AVENUEMYSTICCT06355NONEPUBLIC CHARITYFOR OPERATIONS$200
NATIONAL MS SOCIETY
PO BOX 4527NEW YORKNY10163NONEPUBLIC CHARITYFOR OPERATIONS$100
NEW LONDON COUNTY HISTORICAL SOCIETY
11 BLINMAN STREETNEW LONDONCT06320NONETHE ARTSFOR OPERATIONS$150
NEW ORLEANS HABITAT FOR HUMANITY
2900 ELYSIAN FIELDS AVENUENEW ORLEANSLA70122NONEPUBLIC CHARITYFOR OPERATIONS$50
NORTH STONINGTON CITIZENS LAND ALLIANCE
PO BOX 327NORTH STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$50
NORTH STONINGTON CONGREGATIONAL CHURCH
PO BOX 66N STONINGTONCT06359NONECHURCHFOR OPERATIONS$17,000
NORTH STONINGTON EDUCATION FOUNDATION
297 NORWICH-WESTERLY ROADNORTH STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$300
NORTH STONINGTON HISTORICAL SOCIETY
PO BOX 134N STONINGTONCT06359NONETHE ARTSFOR OPERATIONS$400
NORTH STONINGTON LIONS
PO BOX 1000N STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$150
NORTH STONINGTON PTO
298 NORWICH-WESTERLY RDNORTH STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$1,600
OCEANA
2501 M STREET NWWASHINGTONDC20037NONEPUBLIC CHARITYFOR OPERATIONS$2,500
PARK MCCULLOUGH HOUSE
PO BOX 388NORTH BENNINGTONVT05257NONEPUBLIC CHARITYFOR OPERATIONS$15,000
PARK MCCULLOUGH SCHOLARSHIP
PO BOX 388NORTH BENNINGTONMA05257NONEPUBLIC CHARITYFOR OPERATIONS$100
PARKINSONS FOUNDATION
PO BOX 5003ALBERTA LEAMN56007NONEPUBLIC CHARITYFOR OPERATIONS$50
PAWCATUCK NEIGHBORHOOD CENTER TRANPORTATION PROGRAM
27 CHASE STREETPAWCATUCKCT06379NONEPUBLIC CHARITYFOR OPERATIONS$2,500
PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH ST NW 6TH FLWASHINGTONDC20072NONEPUBLIC CHARITYFOR OPERATIONS$250
PLANNED PARENTHOOD OF SE NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511NONEPUBLIC CHARITYFOR OPERATIONS$200
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20077NONEPUBLIC CHARITYFOR OPERATIONS$4,000
POPULATION CONNECTION
2120 L STREET NW 4TH FLWASHINGTONDC20037NONEPUBLIC CHARITYFOR OPERATIONS$2,000
SANDY HOOK PROMISE
PO BOX 3489NEWTOWNCT06470NONEPUBLIC CHARITYFOR OPERATIONS$500
SAVE THE SOUND
900 CHAPEL STREETNEW HAVENCT06510NONEPUBLIC CHARITYFOR OPERATIONS$500
SIERRA CLUB - NAT'L HEADQUARTERS
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612NONECONSERVATIONFOR OPERATIONS$500
SOUTHERN POVERTY LAW CENTER
PO BOX 5632MONTGOMERYAL36177NONEPUBLIC CHARITYFOR OPERATIONS$1,000
THE NATURE CONSERVANCY OF CONNECTICUT
55 HIGH STREETMIDDLETOWNCT06457NONECONSERVATIONFOR OPERATIONS$2,500
THE NATURE CONSERVANCY
PO BOX 1556MERRIFIELDVA22116NONEPUBLIC CHARITYFOR OPERATIONS$1,000
THE XERCES SOCIETY
PO BOX 97387WASHINGTONDC20009NONEPUBLIC CHARITYFOR OPERATIONS$250
TRUST FOR PUBLIC LANDS
33 UNION STREET 4TH FLBOSTONMA02108NONECONSERVATIONFOR OPERATIONS$3,000
UNITED WAY OF SE CONNECTICUT
PO BOX 375GALES FERRYCT06335NONEPUBLIC CHARITYFOR OPERATIONS$3,000
WARM
56 SPRUCE STREETWESTERLYRI02890NONEPUBLIC CHARITYFOR OPERATIONS$1,000
WATERORG
920 MAIN ST SUITE 1800KANSAS CITYMO64105NONETHE ARTSFOR OPERATIONS$100
WESTERLY FRIENDS MEETING
57 ELM STWESTERLYRI02891NONEPUBLIC CHARITYFOR OPERATIONS$1,000
WHEELER LIBRARY
PO BOX 217 101 MAIN STREETNORTH STONINGTONCT06359NONEPUBLIC CHARITYFOR OPERATIONS$3,000
WOMEN FOR WOMEN INTERNATIONAL
2000 M ST NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$100
WOOD PAWCATUCK WATERSHED ASSOCIATION
30 ARCADIA ROADHOPE VALLEYRI02832NONEPUBLIC CHARITYFOR OPERATIONS$250
WORLD BICYCLE RELIEF
1000 WEST FULTON MARKET 4TH FLOORCHICAGOIL60607NONEPUBLIC CHARITYFOR OPERATIONS$9,000
WORLD VISION INTERNATIONAL
919 2ND AVE 2NEW YORKNY10017NONEPUBLIC CHARITYFOR OPERATIONS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$115,150TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$196ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,232ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$232,738ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$250,166ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$250,166TotalIncomeProducingActyAmt

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$6,048Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,048DisbursementsCharitablePrpsAmt

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 (37 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE INC-80 SHS$10,466$35,574
ALPHABET INC-CL C-525 SHS$18,968$99,981
AMAZON.COM INC-700 SHS$31,755$153,573
AMERICAN EXPRESS CO-75 SHS$19,472$22,259
AMGEN INC-80 SHS$12,886$20,851
APPLE INC-660 SHS$25,646$165,277
BERKSHIRE HATHAWAY-80 SHS$29,171$36,262
BOSTON SCIENTIFIC-565 SHS$33,025$50,466
CHIPOTLE MEXICAN GRILL-500 SHS$13,723$30,150
CINTAS CORP-220 SHS$6,527$40,194
COSTCO WHOLESALE CORP-75 SHS$18,449$68,720
DANAHER CORP-160 SHS$24,206$36,728
EATON CORP PLC-200 SHS$29,567$66,374
ELI LILLY & CO-80 SHS$20,385$61,760
FORTINET INC-525 SHS$11,856$49,602
HEICO CORP-95 SHS$9,414$17,678
HOME DEPOT INC-150 SHS$11,331$58,349
JP MORGAN CHASE & CO-170 SHS$11,287$40,751
MASTERCARD INC-40 SHS$19,194$21,063
MERCK & CO INC-130 SHS$16,301$12,932
META PLATFORMS INC-70 SHS$37,709$40,986
MICROSOFT CORP-375 SHS$26,688$158,063
NETFLIX INC-90 SHS$30,074$80,219
NEXTERA ENERGY INC-150 SHS$1,202$10,754
NOVO-NORDISK-270 SHS$26,072$23,225
NVIDIA CORP-1,300 SHS$11,360$174,577
PALO ALTO NETWORKS-590 SHS$23,957$107,356
PARKER-HANNIFIN CORP-45 SHS$26,996$28,621
PEPSICO INC-140 SHS$8,872$21,288
SALESFORCE COM INC-170 SHS$22,930$56,836
SERVICENOW INC-85 SHS$52,317$90,110
STRYKER CORP-125 SHS$35,397$45,006
THERMO FISHER SCIENTIFIC INC-70 SHS$11,766$36,416
TJX COMPANIES-400 SHS$34,449$48,324
VERTIV HLDGS CO-190 SHS$23,212$21,586
VISA INC-CLASS A SHARES-240 SHS$21,667$75,850
WORKDAY INC-195 SHS$43,760$50,316

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PROLOGIS INC-200 SHSAT COST$9,926$21,140
VANGUARD TOTAL STOCK ETF-80 SHSAT COST$24,190$23,185

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM BROKERDesc
BOY Book Value$5,097BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$14RevenueAndExpensesPerBooksAmt
Net Investment Income$14NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$14,996Amt
Net Investment Income$14,996NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN WITHHOLDINGCategoryTxt
Amt$320Amt
Net Investment Income$320NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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