CHENEVERT FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHENEVERT FAMILY FOUNDATION INC (EIN 27-0886303)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-01-30
- IRS object ID
- 202010309349100306
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-30T15:09:20-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061071692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPER & WHITFIELD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 FARMINGTON AVENUE | AddressLine1Txt |
| City | FARMINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270886303 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHENEVERT FAMILY FOUNDATIONINC | BusinessNameLine1Txt |
| Business Name Line2 | C/O LOUIS R CHENEVERT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHEN | BusinessNameControlTxt |
| Phone | 8607296500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS R CHENEVERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8607296500 | PhoneNum |
| Signature | 2020-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETH A THURZ | PreparerPersonNm |
| PTIN | P00346435 | PTIN |
| Phone | 8606779188 | PhoneNum |
| Preparation | 2020-01-27 | 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 | $8,238,167 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $919,542 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,946 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,946 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,709,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,134 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,204,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $284,835 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $796 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $597 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $199 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,470 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $490 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,781 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,781 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,831 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,831 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,898 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $437,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $437,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $486,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,898 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $470,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $717,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $271,937 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $205,768 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $510,131 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $510,131 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $915,569 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,671,154 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,687,936 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,658,231 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,509,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,428,130 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,100,009 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,488,062 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,611,970 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,879,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,178,718 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,238,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,879,577 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,178,718 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,879,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,178,718 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,879,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,178,718 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,879,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $717,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,239 | OtherIncreasesAmt |
| Subtotal | $6,603,730 | SubtotalAmt |
| Other Decreases | $425,012 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,178,718 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH 2442 - S/T | $50,366 | $49,800 | $566 | $566 | |
| MERRILL LYNCH 2442 - L/T | $2,128,366 | $1,856,042 | $272,324 | $272,324 | |
| WELLS FARGO 5486 - S/T | $377,331 | $419,051 | -$41,720 | -$41,720 | |
| WELLS FARGO 5486 - L/T | $1,129,629 | $1,222,924 | -$93,295 | -$93,295 | |
| CAPITAL GAINS DIVIDENDS | $24,259 | $24,259 | $24,259 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,134 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $380,543 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,686,088 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056916 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $242,328 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,453,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054411 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $149,738 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,902,478 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038370 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,165,466 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020867 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,807 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,258,251 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018513 | DistributionYr5Rt |
| Total Distribution | 0.189077 | TotalDistributionRt |
| Average Distribution | 0.037815 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,035,891 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $266,062 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,719 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $268,781 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $470,470 | 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 | $2,719 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,719 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $102 | EsPenaltyAmt |
| Tax Due | $2,821 | TaxDueAmt |
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 | Yes (1) | 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 | DEBRA L CHENEVERT | IndividualWithBooksNm |
| Phone | 8607296500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS R CHENEVERT | ||||||||
| 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | CHAIRMAN AND PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBRA L CHENEVERT | ||||||||
| 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | SECRETARY AND TREASURER | 1.00 | $0 | $0 | $0 |
| LISA CHENEVERT KRAUSE | ||||||||
| 33 PORTAGE CROSSING | FARMINGTON | CT | 06032 | DIRECTOR | 1.00 | $10,500 | $0 | $0 |
| SOPHIE CHENEVERT SCHILKE | ||||||||
| 3 BEAVER POND LANE | SOUTH SALEM | NY | 10590 | DIRECTOR | 1.00 | $10,500 | $0 | $0 |
| 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 | $6,384,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $758,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,143,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,143,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,035,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $351,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $351,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,719 | TotalTaxAmt |
| Distributable Before Adj | $349,076 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $349,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $349,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $470,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $470,470 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,719 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $467,751 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $349,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $21,810 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,489 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $470,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $349,076 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,394 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $205,693 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $205,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $21,810 | ExcessFromYear2Amt |
| Excess From Year1 | $62,489 | ExcessFromYear1Amt |
| Excess From Current Year | $121,394 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS R CHENEVERT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUIS R CHENEVERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8607296500 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM REQUIRED; LETTER TO FOUNDATION MANAGER WILL SUFFICE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE PRIMARY ACTIVITIES OF THE FOUNDATION SHALL BE THE MAKING OF GRANTS TO DOMESTIC ORGANIZATIONS WHICH QUALIFY AS CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND WHICH SHALL BE TAX-EXEMPT UNDER SECTION 501(A), AND CONTRIBUTIONS TO WHICH SHALL BE TAX-DEDUCTIBLE UNDER SECTION 170(C)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGRESSIONAL MEDAL OF HONOR FOUNDATION | |||||||
| 1501 LEE HIGHWAY SUITE 300 | ARLINGTON | VA | 22209 | NONE | PC | FUNDING FOR SCHOLARSHIPS TO SUPPORT OUTREACH OF MEDAL RECIPIENTS | $50,000 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | PC | TO SUPPORT THE CHILDREN'S HOSPITAL OF CONNECTICUT | $70,000 |
| FOODSHARE | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06002 | NONE | PC | TO SUPPORT THOSE IN NEED | $1,000 |
| JOHNS HOPKINS ALL CHILDREN'S HOSPITAL | |||||||
| 501 6TH AVE S | ST PETERSBURG | FL | 33701 | NONE | PC | TO SUPPORT THE JOHNS HOPKINS CHILDREN'S HOSPITAL | $40,000 |
| SMILOW CANCER HOSPITAL AT YALE NEW HAVEN HOSPITAL | |||||||
| 35 PARK STREET | NEW HAVEN | CT | 06511 | NONE | PC | TO SUPPORT THE HIGHEST QUALITY HEALTH CARE | $150,000 |
| POLARIS TECH CHARTER SCHOOL | |||||||
| 1508 GRAYS HWY | RIDGELAND | SC | 29936 | NONE | PC | TO CULTIVATE STUDENTS WHO ARE COLLEGE-READY, CAREER-FOCUSED, AND COMMUNITY-ORIENTED | $25,000 |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 101286804 | NONE | PC | TO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES. | $1,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK RD NO N4327B | BALTIMORE | MD | 21211 | NONE | PC | TO EDICATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH AND TO SHARE BENEFITS DISCOVERED | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $437,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,946 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,705 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,134 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $284,835 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $284,835 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS R CHENEVERT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $919,242 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6,264 SHARES OF UNITED TECHNOLOGIES CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $919,242 | FairMarketValueAmt |
| Received | 2019-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,960 | Amt |
| Net Investment Income | $1,470 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $490 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #7088 - CORPORATE STOCK | $1,336,230 | $2,735,217 |
| MERRILL LYNCH #2442 - CORPORATE STOCK | $939,054 | $1,359,963 |
| WELLS FARGO #5486 - CORPORATE STOCK | $234,087 | $332,950 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,671,154 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,687,936 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO #5486 - UNIT INVESTMENT TRUSTS | AT COST | $617,634 | $690,819 |
| MERRILL LYNCH #2442 - MUTUAL FUNDS | AT COST | $183,586 | $204,967 |
| WELLS FARGO #5486 - MUTUAL FUNDS | AT COST | $686,842 | $716,184 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $796 | LegalFeesAmt |
| Net Investment Income | $597 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $199 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK DONATION COST BASIS ADJUSTMENT | Desc |
| Amt | $425,012 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $10,822 | $10,822 | $0 |
| MARGIN INTEREST | $9 | $9 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD RECONCILING ADJUSTMENT | Desc |
| Amt | $6,239 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS R CHENEVERT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,095 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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