MARIE G DENNETT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARIE G DENNETT FOUNDATION INC (EIN 06-1060970)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-01-11
- IRS object ID
- 202140119349100604
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-11T09:48:40-06:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 HIGH STREET 21ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061060970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIE G DENNETT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 2033498375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE TIDE MILL BUILDING 99 HARBOR R | AddressLine1Txt |
| City | SOUTHPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNETT W GOODRICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033498375 | PhoneNum |
| Signature | 2021-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2021-01-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $7,711,384 | 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 |
| Dividends Rev And Expnss | $181,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $354,569 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,060 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $387,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,895 | 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 |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,181 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,931 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,605 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,605 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,040 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,011 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,011 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $374,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $374,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $376,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $351,580 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $401,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $401,878 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,408,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,009,741 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,309,506 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,426,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,411,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,711,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,426,045 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,411,619 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,426,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,411,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,426,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,411,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,426,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,505 | OtherIncreasesAmt |
| Subtotal | $4,411,619 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,411,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS | P | $148,509 | -$148,509 | -$148,509 | |
| LONG TERM CAPITAL GAINS | P | $354,569 | $354,569 | $354,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,060 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $356,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,829,746 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052156 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $340,977 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,979,598 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,620,054 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047507 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $347,224 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,134,810 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056599 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $350,947 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,548,248 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053594 | DistributionYr5Rt |
| Total Distribution | 0.258709 | TotalDistributionRt |
| Average Distribution | 0.051742 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,037,687 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $364,144 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,516 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $367,660 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $376,511 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,516 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,516 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,636 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,636 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,120 | OverpaymentAmt |
| Applied To ES Tax | $5,120 | 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 | RAMSEY W GOODRICH | IndividualWithBooksNm |
| Phone | 2035542435 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 CEDAR ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 (7 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| RAMSEY W GOODRICH | |||||||||
| 10 WOOD HOUSE ROAD | FAIRFIELD | CT | 06824 | PRESIDENT, TRUSTEE | 0.00 | $0 | $0 | $0 | |
| JOHN A GOODRICH | |||||||||
| 155 EAST 72ND STREET | NEW YORK | NY | 10021 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| LANGDON P COOK | |||||||||
| 195 WEST OLD MILL ROAD | GREENWICH | CT | 06830 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| RICHARD H RAMSEY | |||||||||
| 205 SUNSET DRIVE | GREENSBORO | NC | 27408 | SECRETARY, TREASURER, TRUSTEE | 0.00 | $0 | $0 | $0 | |
| RICHARD L RAMSEY | |||||||||
| 205 HILL POINT ROAD | RICHMOND | VA | 23233 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| CATHERINE CARLSON | |||||||||
| 261 HUDSON STREET | DENVER | CO | 80220 | VICE PRESIDENT, TRUSTEE | 0.00 | $0 | $0 | $0 | |
| DENNETT W GOODRICH | |||||||||
| FOX HILL VILLAGE 475 10 LONGWOOD | WESTWOOD | MA | 02090 | CHAIRMAN, TRUSTEE | 0.00 | $0 | $0 | $0 | DRIVE |
| 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 | $6,774,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $370,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,144,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,144,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,037,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $351,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $351,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,516 | TotalTaxAmt |
| Distributable Before Adj | $348,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $348,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $348,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $376,511 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $376,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,516 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $372,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,995 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,796 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $197,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $376,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $348,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,143 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $225,634 | 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 | $36,995 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $188,639 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,451 | ExcessFromYear4Amt |
| Excess From Year3 | $93,054 | ExcessFromYear3Amt |
| Excess From Year2 | $3,796 | ExcessFromYear2Amt |
| Excess From Year1 | $18,195 | ExcessFromYear1Amt |
| Excess From Current Year | $28,143 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AVON OLD FARMS SCHOOL | ||||||||
| 500 OLD FARM ROAD | AVON | CT | 06001 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $6,000 | |
| BARNABAS NETWORK | ||||||||
| PO BOX 2666 | GREENSBORO | NC | 27402 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| CARNEGIE HALL SOCIETY | ||||||||
| 881 7TH AVE | NEW YORK | NY | 100193210 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| COLLEGIATE SCHOOL | ||||||||
| 103 N MORELAND ROAD | RICHMOND | VA | 23229 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,500 | |
| FAIRFIELD COUNTY COMMUNITY FOUNDATION | ||||||||
| 1118 CROSS HIGHWAY | FAIRFIELD | CT | 06824 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| FAIRFIELD THEATER COMPANY | ||||||||
| 70 STANFORD STREET | FAIRFIELD | CT | 06824 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| FIRST PRESBYTERIAN NURSERY SCHOOL | ||||||||
| 178 OENOKE RIDGE ROAD | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| GETTYSBURG COLLEGE | ||||||||
| 300 N WASHINGTON ST BOX 423 | GETTYSBURG | PA | 17325 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| GIRL SCOUTS OF EASTERN MASSACHUSETTS | ||||||||
| 420 BOYLSTON STREET | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| GOLF FIGHTS CANCER | ||||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSES | $10,000 | |
| GOLF FOR ALL | ||||||||
| PO BOX 81246 | WELLESLEY HILLS | MA | 02481 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| GOOCHLAND FREE CLINIC & FAMILY SERVICES | ||||||||
| PO BOX 116 | GOOCHLAND | VA | 23063 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| GRALAND COUNTRY DAY SCHOOL | ||||||||
| 55 CLERMONT STREET | DENVER | CO | 80220 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| GREENSBORO DAY SCHOOL | ||||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| GREENSBORO SCIENCE CENTER | ||||||||
| 4301 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| GROW ASSOCIATES INC | ||||||||
| 68 MAZZEO DRIVE | RANDOLPH | MA | 02368 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| GTCC FOUNDATION | ||||||||
| PO BOX 309 | JAMESTOWN | NC | 27282 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| HAITI OUTREACH MINISTRIES | ||||||||
| PO BOX 71042 | DURHAM | NC | 27722 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| HARLEM ACADEMY | ||||||||
| 1330 5TH AVE FRNT4 | NEW YORK | NY | 10026 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| HENRICO CASA | ||||||||
| 3001 HUNGARY SPRING ROAD SUITE A | RICHMOND | VA | 23284 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| HOLY TRINITY EPISCOPAL CHURCH | ||||||||
| 607 N GREEN ST | GREENSBORO | NC | 27401 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| JACOB'S LADDER | ||||||||
| PO BOX 555 | URBANNA | VA | 23175 | NOT RELATED | 501(C)(3) | CHARITBLE PURPOSE | $5,000 | |
| MASSACHUSETTS GOLF ASSOCIATION INC | ||||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| MASSEY CANCER CENTER | ||||||||
| PO BOX 843042 | RICHMOND | VA | 23284 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| MCV FOUNDATION | ||||||||
| PO BOX 843042 | RICHMOND | VA | 23284 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,500 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10021 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $4,000 | |
| METROPOLITAN OPERA ASSOCIATION | ||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $35,000 | |
| MISS PORTER'S SCHOOL | ||||||||
| 60 MAIN ST | FARMINGTON | CT | 06032 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| NEW CANAAN FIRE COMPANY NO1 | ||||||||
| 60 MAIN ST | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| NEW CANAAN LIBRARY | ||||||||
| 151 MAIN ST | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $4,000 | |
| NIGHTINGALE-BAMFORD SCHOOL | ||||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| OKEMO MOUNTAIN SCHOOL | ||||||||
| 53 MAIN STREET | LUDLOW | VT | 05149 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| OPEN PATHS COUNSELING CENTER | ||||||||
| 5731 W SLAUSON AVE 175 | CULVER CITY | CA | 90230 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| OUIMET SCHOLARSHIP FUND | ||||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $25,000 | |
| PARKINSON'S FOUNDATION | ||||||||
| 200 SE 1ST ST | MIAMI | FL | 33131 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236970 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,500 | |
| POMFRET SCHOOL | ||||||||
| PO BOX 128 | POMFRET | CT | 062580128 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| SEAL-NSW FAMILY FOUNDATION | ||||||||
| 300 CARLSBAD VILLAGE DR SUITE | CARLSBAD | CA | 92008 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | 108A-361 |
| SHELTERING ARMS FOUNDATION | ||||||||
| 140 EAST SHORE DRIVE | GLEN ALLAN | VA | 23059 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| SOCIETY OF THE FOUR ARTS | ||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| ST BERNARD'S SCHOOL | ||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10129 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | NOT RELATED | 501(C)(3) | CHARITABLE PRUPOSE | $2,500 | |
| ST MARK EPISCOPAL CHURCH - NEW CANAAN | ||||||||
| 111 OENOKE RIDGE RD | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,000 | |
| ST MARK'S SCHOOL | ||||||||
| 25 MARLBORO RD | SOUTHBOROUGH | MA | 01772 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,000 | |
| ST MARY'S EPISCOPAL CHURCH | ||||||||
| 12291 RIVER ROAD | RICHMOND | VA | 23238 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,500 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT ST | CONCORD | NH | 033012591 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| STOUGHTON ASSOCIATION OF EXCEPTION CHILDREN | ||||||||
| PO BOX 153 | STOUGHTON | MA | 02072 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| STRATFORD HALL | ||||||||
| 483 GREAT HOUSE ROAD | STRATFORD | VA | 22558 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| SUPPORTIVE LIVING INC | ||||||||
| 400 W CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| SWEETBRIAR COLLEGE | ||||||||
| PO BOX 1057 | SWEET BRIAR | VA | 24595 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| THE FESSENDEN SCHOOL | ||||||||
| 250 WALTHAM ST | NEWTON | MA | 02466 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $21,500 | |
| THE NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| THE PENN FUND - UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT ST SUITE 300 | PHILADELPHIA | PA | 191045099 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| TUFTS UNIVERSITY | ||||||||
| 200 WESTBORO RD | NORTH GRAFTON | MA | 01536 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| US SKI AND SNOWBOARD FOUNDATION | ||||||||
| PO BOX 100 1 VICTORY LANE | PARK CITY | UT | 84060 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| UNITED WAY OF GREATER GREENSBORO | ||||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| UNIVERSITY OF DENVER | ||||||||
| 2101 S UNIVERSITY BLVD | DENVER | CO | 80208 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $4,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 191046285 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | STREET |
| VIRGINIA CENTER FOR THE CREATIVE ARTS | ||||||||
| 154 SAN ANGELO DR | AMHERST | VA | 24521 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| VIRGINIA HUMANITIES | ||||||||
| 145 EDNAM DRIVE | CHARLOTTESVILLE | VA | 22903 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| VIRGINIA LEAGUE FOR PLANNED PARENTHOOD | ||||||||
| 201 N HAMILTON ST | RICHMOND | VA | 23221 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| VIRGINIA MUSEUM OF FINE ARTS | ||||||||
| 200 N BLVD | RICHMOND | VA | 232204007 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $15,000 | |
| WALSH PARK BENEVOLENT ASSOCIATION | ||||||||
| PO BOX 684 | FISHERS ISLAND | NY | 06390 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| WAVENY CARE CENTER | ||||||||
| 3 FARM RD | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $11,500 | |
| WORLD PEDIATRIC PROJECT | ||||||||
| 7201 GLEN FOREST DR | RICHMOND | VA | 23229 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $374,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,060 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $387,895 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,895 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF & COMPANY | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $4,009,741 | EOYBookValueAmt |
| EOYFMV | $7,309,506 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $303 | $0 | $303 |
| INSURANCE | $708 | $0 | $708 |
| PROCESSING FEE | $29 | $29 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTING ADJUSTMENT | Desc |
| Amt | $10,505 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MOORS & CABOT MANAGEMENT FEES | $30,931 | $30,931 | $0 |
| ADMIN FEE | $250 | $0 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $4,605 | Amt |
| Net Investment Income | $4,605 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments