HORTON FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HORTON FAMILY FOUNDATION INC (EIN 22-2859557)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-31
- IRS object ID
- 202010919349100406
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-31T09:38:45-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272703024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELDSTEIN & STEWART LLP CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 627 ROUTE 304 | AddressLine1Txt |
| City | NEW CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 109562921 | 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 | 222859557 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORTON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORT | BusinessNameControlTxt |
| Phone | 9145228154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 INDIAN TRAIL | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER HORTON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark A Stewart Jr | PreparerPersonNm |
| PTIN | P01074056 | PTIN |
| Phone | 8456344674 | PhoneNum |
| 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 | $364,760 | 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 | $7,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,691 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,691 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $554,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,959 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,083 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $44,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,650 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,774 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,050 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,050 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $399 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $399 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,779 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,779 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,228 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,228 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,228 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,228 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,546 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,693 | CashBOYAmt |
| Cash EOY | $29,193 | CashEOYAmt |
| Cash EOYFMV | $8,693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,093 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $314,917 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $315,669 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $349,974 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $330,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $350,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $364,760 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $330,675 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $330,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $350,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $330,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $350,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $330,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,280 | ExcessRevenueOverExpensesAmt |
| Subtotal | $350,955 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $350,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INVESTMENT SERVICE | P | 2019-01-01 | 2019-12-31 | $401,918 | $396,885 | $5,033 | $5,033 |
| AMERICAN ENTERPRISE INVESTMENT SERVICE | P | 2018-01-01 | 2019-12-31 | $152,159 | $120,283 | $31,876 | $31,876 |
| AMERICAN ENTERPRISE INVESTMENT SERVICE | P | 2018-01-01 | 2001-12-31 | $50 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,959 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,083 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,146 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $343,555 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04991 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,089 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $346,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04355 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,171 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $333,024 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04556 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $367,106 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.14029 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,375 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $411,077 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.21255 | DistributionYr5Rt |
| Total Distribution | 0.491853 | TotalDistributionRt |
| Average Distribution | 0.098371 | AverageDistributionRt |
| Net Investment Income Pct | $384 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $384 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,142 | 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 | $384 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $384 | SubtotalAmt |
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $384 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER HORTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9145228154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 INDIAN TRAIL | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PETER HORTON | ||||||
| 44 INDIAN TRAIL | BROOKFIELD | CT | 06804 | Trustee | 0.00 | $0 |
| SARAH MCGRATH | ||||||
| 236 CAROL JEAN WAY | SOMERVILLE | NJ | 08876 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $384 | TotalTaxAmt |
| Distributable Before Adj | $384 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $384 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,142 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,142 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $384 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,758 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $67,011 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,225 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $17,533 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $117,769 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,142 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $18,142 | RemainingDistriFromCorpusAmt |
| Total Corpus | $135,911 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $67,011 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,225 | ExcessFromYear4Amt |
| Excess From Year1 | $17,533 | ExcessFromYear1Amt |
| Excess From Current Year | $18,142 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Planned Parenthood | ||||||
| 1030 New Britain Avenue Suite 201 | West Hartford | CT | 06110 | PC | To support reproductive health care. | $450 |
| Connecticut Food Bank | ||||||
| 2 Research Parkway | Wallingford | CT | 06492 | PC | To provide food and resources to a network of community-based food programs | $1,000 |
| Asheville Area Habitat for Humanity | ||||||
| 31 Meadow Rd | Asheville | NC | 28803 | PC | To support sustainable and affordable housing | $5,105 |
| Norml | ||||||
| 1100 H St NW Ste 830 | Washington | DC | 20005 | PC | To move public opinion to legalize the responsible use of marijuana by adults | $500 |
| ACLU of Connecticut | ||||||
| 765 Asylum Ave | Hartford | CT | 06105 | PC | Advocate for civil rights and individual liberty | $500 |
| Dutchess Outreach | ||||||
| 29 N Hamilton St 1 | Poughkeepsie | NY | 12601 | PC | Acting as a catalyst for community revitalization | $500 |
| RAICES | ||||||
| 1305 N Flores St | San Antonio | TX | 78212 | PC | To provide free and low-cost legal services to underserved immigrants | $500 |
| Yellowhammer Fund | ||||||
| PO BOX 1565 | Tuscaloosa | AL | 35403 | PC | To protect abortion rights and access to women in Alabama. | $500 |
| Purplestride | ||||||
| 1500 Rosecrans Ave Suite 200 | Manhattan Beach | CA | 90266 | Awareness and research of pancreatic cancer | $50 | |
| VMC | ||||||
| 213-217 N 4th St | Philadelphia | PA | 19106 | PC | To provide services, program, opportunity, and advancement to veterns of the US military and their families | $250 |
| NAMI CT | ||||||
| 1030 New Britain Avenue Suite 201 | West Hartford | CT | 06110 | PC | Improving the quality of life for individuals living with mental illness, as well as their families and loved ones. | $500 |
| Carolina Raptor Center | ||||||
| PO Box 16443 | Charlotte | NC | 28105 | PC | Mission goals include environmental education, the rehabilitation of injured and orphaned raptors, and environmental stewardship. | $1,035 |
| National Center for Transgender Equ | ||||||
| 1133 19th St Suite 302 | Washington | DC | 20036 | PC | The National Center for Transgender Equality advocates to change policies and society to increase understanding and acceptance of transgender people | $1,000 |
| Planned Parenthood Action Fund | ||||||
| 1110 Vermont Ave NW | Washington | DC | 20005 | PC | PPAF is the advocacy and political arm of Planned Parenthood. The purpose is to fight to advance and expand access to sexual health care and defend reproductive rights. | $1,500 |
| Pancreatic Cancer Action Network | ||||||
| 1500 Rosecrans Ave 200 | Manhattan Beach | CA | 90266 | PC | Mission is to fight the world's toughest cancer through research, clinical initiatives, patient services and advocacy. | $1,000 |
| ACLU of Colorado | ||||||
| 303 E 17th Ave | Denver | CO | 80203 | PC | Mission is to protect, defend and extend the civil rights and civil liberties of all people in Colorado through litigation, education and advocacy. | $1,100 |
| ProPublica | ||||||
| 155 Avenue of the Americas 13th Flr | New York | NY | 10013 | PC | To expose abuses of power and betrayals of the public trust by government, business, and other institutions, using the moral force of investigative journalism to spur reform through the sustained spotlighting of wrongdoing. | $1,000 |
| Gift of Life Family House | ||||||
| 401 Callowhill St | Philadelphia | PA | 19123 | PC | Since 2011, Gift of Life Family House has served as a home away from home for transplant patients and their families by providing temporary, affordable lodging and supportive services to those who travel to Philadelphia, Pennsylvania for transplant-related care. | $1,052 |
| Dorothy Day Hospitality House | ||||||
| PO Box 922 | Danbury | CT | 06813 | PC | Community of people who care about our brothers and sisters providing love, food and rest. | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,142 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,691 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,959 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,650 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,650 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 48 | LineNumberTxt |
| Relationship Statement | Foundation assets generate income that is distributed to selected organizations. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO QQQ ETF | AT COST | $46,755 | $54,327 |
| ISHARES 1-3 YR TREASURY BOND ETF | AT COST | ||
| ISHARES RUSSELL MID CAP ETF | AT COST | $42,067 | $46,077 |
| ISHARES CORE S&P SMALL CAP ETF | AT COST | $39,497 | $42,913 |
| JP MORGAN DIVERSIFIED RETURN INTL EQUITY | AT COST | $25,533 | $26,766 |
| OPPENHEIMER/INVESCO S&P ULTRA DIVIDEND | AT COST | $25,543 | $26,913 |
| SPDR INDEX MSCI EAFE STRATEGIC FACTORS E | AT COST | $24,737 | $26,565 |
| SPDR SERIES TRUST S&P DIVIDEND ETF | AT COST | $24,516 | $26,516 |
| VANGUARD TOTAL BOND MARKET ETF | AT COST | ||
| VANGUARD S&P 500 INDEX ETF | AT COST | $87,021 | $99,897 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Management Fees | Desc |
| Revenue And Expenses Per Books | $4,779 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,779 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,779 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,050 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Excise Tax | $308 | $308 | $308 |
| Foreign Tax | $91 | $91 | $91 |
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