BETA

BAXTER FOUNDATION TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BAXTER FOUNDATION TR (EIN 25-6603101)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-15
IRS object ID
202001369349101465
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-15T14:57:53-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061009205PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 ENTERPRISE DRIVEAddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064844640ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256603101EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BAXTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBAXTBusinessNameControlTxt
Phone2032461338PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5149AddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068815149ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA BAXTERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2032461338PhoneNum
Signature2020-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE GONZALEZPreparerPersonNm
PTINP00361493PTIN
Phone2039442100PhoneNum
Preparation2020-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$636,423FMVAssetsEOYAmt
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$149InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$149InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,628DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,628DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$18,150NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,192GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$188OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$3,185TotalRevAndExpnssAmt
Total Net Invst Incm$14,777TotalNetInvstIncmAmt
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$2,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$739AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,161AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$311TaxesRevAndExpnssAmt
Taxes Net Invst Incm$193TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$190OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$190OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,401TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$932TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,351TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,167ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,167ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,568TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$932TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,518TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,753ExcessRevenueOverExpensesAmt
Net Investment Income$13,845NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,860SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,214SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,214SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$141,795CorporateStockBOYAmt
Corporate Stock EOY$98,419CorporateStockEOYAmt
Corporate Stock EOYFMV$260,613CorporateStockEOYFMVAmt
Other Investments BOY$231,761OtherInvestmentsBOYAmt
Other Investments EOY$245,030OtherInvestmentsEOYAmt
Other Investments EOYFMV$337,596OtherInvestmentsEOYFMVAmt
Total Assets BOY$411,416TotalAssetsBOYAmt
Total Assets EOY$381,663TotalAssetsEOYAmt
Total Assets EOYFMV$636,423TotalAssetsEOYFMVAmt
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$411,416RetainedEarningBOYAmt
Retained Earning EOY$381,663RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$411,416TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$381,663TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$411,416TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$381,663TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$411,416TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,753ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$381,663SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$381,663TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2019-12-31$342$340$2$2
PUBLICLY TRADED SECURITIESP2019-12-31$11,848$30,002-$18,154-$18,154
CAPITAL GAINS DIVIDENDSP$2$2$2
FieldValueIRS element (for citing)
Capital Gain Net Income-$18,150CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,190AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$585,161NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048175DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,521AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$568,811NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046625DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$525,041NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048568DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,097AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$513,020NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048920DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,025AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$484,015NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039307DistributionYr5Rt
Total Distribution0.231595TotalDistributionRt
Average Distribution0.046319AverageDistributionRt
Net Vl Noncharitable Assets$587,395NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,208AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$138NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,346AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,518QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$277InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$277SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$277TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$277TaxDueAmt

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 BooksTHE FOUNDATIONIndividualWithBooksNm
Phone2032461338PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5149AddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068815149ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS G BAXTER
PO BOX 5149WESTPORTCT068815149TRUSTEE3.00$0$0$0
VIRGINIA T BAXTER
PO BOX 5149WESTPORTCT068815149TRUSTEE3.00$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$551,491AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$596,340TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$596,340AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,945CashDeemedCharitableAmt
Net Vl Noncharitable Assets$587,395NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,370MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,370MinimumInvestmentReturnAmt
Tax Based On Investment Income$277TaxBasedOnInvestmentIncomeAmt
Total Tax$277TotalTaxAmt
Distributable Before Adj$29,093DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,093DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,093DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,518ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,518QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,518AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,093DistributableAsAdjustedAmt
Undistributed Income PY$25,518UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$25,518QualifyingDistributionsAmt
Applied To Year1$25,518AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$29,093UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS G BAXTERContributingManagerNm
Contributing ManagerVIRGINIA T BAXTERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTIS - NAPLES
5833 PELICAN BAY BLVDNAPLESFL34108PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$1,600
CANAL DOCK BOATHOUSE EDUCATION FUND
475 LONG WHARF DRIVENEW HAVENCT06511PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$500
CHURCH OF THE ASSUMPTION
98 RIVERSIDE AVENUEWESTPORTCT06880PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$1,500
DELBARTON SCHOOL
230 MENDHAM ROADMORRISTOWNNJ07960PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$500
KIWANIS CLUB OF WILTON
PO BOX 204WILTONCT06897PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$267
SISTERS ADORERS OF THE MOST PRECIOUS BLOOD
5400 FORT HAMILTON PKWYBROOKLYNNY11219PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$500
ST LEO THE GREAT CATHOLIC CHURCH
28290 BEAUMONT ROADBONITA SPRINGSFL34134PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$500
ST MATTHEW'S HOUSE
2001 AIRPORT ROAD SOUTHNAPLESFL34112PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$10,000
WESTPORT UNIFORMED FIREFIGHTERS CHARITABLE FOUNDATION
515 POST RD EWESTPORTCT06880PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$100
CAFE OF LIFE
PO BOX 367794BONITA SPRINGSFL34136PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$100
HOPE FOR FAMILIES
3845 BECK BLVDNAPLESFL34114PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$1,000
THE SHELTER
PO BOX 10102NAPLESFL34101PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$1,000
LACES OF LOVE
1976 BETHANY PLACENAPLESFL34109PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$100
HMEA AUTISM
8 FORGE PARK EASTFRANKLINMA02038PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$500
DUCKLINGS TRAVEL
PO BOX 1416ESTEROFL33929PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$500
KNIGHTS OF COLUMBUS
8 1/2 SOUNDVIEW AVENUESOUTH NORWALKCT06856PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$500
THE ELLIOTT MUSEUMHISTORICAL SOCIETY OF MARTIN COUNTY
825 NE OCEANSTUARTFL34996PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$3,000
PRISON FELLOWSHIP MINISTRIES
PO BOX 1550MERRIFIELDVA22116PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$500
NAPLES - ART
585 PARK STREETNAPLESFL34102PUBLIC CHARITYTO HELP FUND THE OPERATING BUDGETS OF THE RECIPIENTS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,167TotalGrantOrContriPdDurYrAmt
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$149ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,628ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$188ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$18,150ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$3,185ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$3,185TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementEXCISE TAX REFUNDRelationshipStatementTxt

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)
CategoryACCOUNTINGCategoryTxt
Amt$2,900Amt
Net Investment Income$739NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,161DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
250 AT&T$8,928$9,770
425 BRISTOL MYERS SQUIBB$9,638$27,281
500 CISCO SYS INC$7,739$23,980
342 LAS VEGAS SANDS CORPORATION$14,643$23,612
600 MICROSOFT CORP$16,093$94,620
500 ORACLE CORP$7,083$26,490
59 PENTAIR LTD$1,579$2,706
250 VERIZON COMMUNICATIONS$8,656$15,350
239 MEDTRONIC PLC$18,391$27,115
238 JOHNSON CONTROLS INTL PLC$5,669$9,689

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
29 ISHARES S&P MID CAP 400 VALUEAT COST$2,377$4,951
26 ISHARES S&P MID CAP 400 GROWTHAT COST$2,380$6,191
444 ISHARES S&P 500 GRWTH INDEXAT COST$31,492$85,976
438 ISHARES S&P 500 VALUE INDEXAT COST$34,606$56,979
108 ISHARES NORTH AMERICAN NATURAL GASAT COST$4,731$3,251
670 VANGUARD INTL EQUITY INDEX FUND (EMERGING)AT COST$29,621$29,795
752 VANGUARD INTL EQUITY INDEX FUNDAT COST$49,500$44,067
573 ISHARES CORE U.S. AGGREGATE BONDAT COST$57,797$64,388
87 ISHARES BARCLAY 1 - 3 YR TSY BDAT COST$7,148$7,363
68 ISHARES TIPS BOND ETFAT COST$7,124$7,927
75 VANGUARD REITAT COST$4,985$6,959
133 DOW INC.AT COST$4,453$7,279
133 CORTEVA INC.AT COST$2,280$3,931
133 DUPONT DE NEMOURS INC.AT COST$6,536$8,539

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$190RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$190DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON-TAXABLE DISTRIBUTIONDesc
Revenue And Expenses Per Books$188RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$188AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$118$0$0
FOREIGN TAX$193$193$0

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