SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-29
IRS object ID
202011209349100901
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)
Return2020-04-29T08:58:51-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061355927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREGORY AND ADAMS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 OLD RIDGEFIELD ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201277158EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SEIFERT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEIFBusinessNameControlTxt
Phone2037629000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 OLD RIDGEFIELD RDAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA D SEIFERTPersonNm
Person TitleCHAIRPersonTitleTxt
Phone2037629000PhoneNum
Signature2020-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROGER VALKENBURGHPreparerPersonNm
PTINP00441709PTIN
Phone2037629000PhoneNum
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$733,987FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,390DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,390DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$89,209NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$222,353GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$89,209CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$96,599TotalRevAndExpnssAmt
Total Net Invst Incm$96,599TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$3,793OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,793TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,793TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$50,806ExcessRevenueOverExpensesAmt
Net Investment Income$96,599NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,440CashBOYAmt
Cash EOY$5,307CashEOYAmt
Cash EOYFMV$5,307CashEOYFMVAmt
Other Investments BOY$387,224OtherInvestmentsBOYAmt
Other Investments EOY$468,163OtherInvestmentsEOYAmt
Other Investments EOYFMV$728,680OtherInvestmentsEOYFMVAmt
Total Assets BOY$422,664TotalAssetsBOYAmt
Total Assets EOY$473,470TotalAssetsEOYAmt
Total Assets EOYFMV$733,987TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$422,664NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$473,470NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$422,664TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$473,470TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$422,664TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$473,470TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$422,664TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$50,806ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$473,470SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$473,470TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
10 SHS. ALIGN TECHNOLOGY, INC.P2019-01-182019-08-15$1,742$2,208-$466-$466
5 SHS. ANTHEM, INC.P2018-06-182019-04-18$1,181$1,222-$41-$41
20 SHS. NETFLIX, INC.P2019-02-192019-08-15$5,768$7,260-$1,492-$1,492
125 SHS. SCHWAB CHARLES CORP.P2019-01-182019-03-22$5,230$6,001-$771-$771
17.547 SHS. 1919 FINANCIAL SERVICESP2018-12-062019-03-21$442$432$10$10
20 SHS. ADOBE SYSTEMS, INC.P2017-03-142019-10-18$5,278$2,422$2,856$2,856
50 SHS. ALIGN TECHNOLOGY, INC.P2012-06-262019-08-15$8,708$1,625$7,083$7,083
5 SHS. AMAZON COM, INC.P2017-03-212019-08-02$9,072$4,224$4,848$4,848
75 SHS. ANALOG DEVICES, INC.P2016-10-142019-01-03$6,221$4,660$1,561$1,561
15 SHS. ANSYS, INC.P2009-07-132019-08-27$3,154$440$2,714$2,714
15 SHS. ANSYS, INC.P2009-07-132019-12-03$3,722$440$3,282$3,282
10 SHS. ANTHEM, INC.P2018-03-272019-03-29$2,840$2,214$626$626
20 SHS. ANTHEM, INC.P2018-03-272019-04-18$4,722$4,429$293$293
25 SHS. ANTHEM, INC.P2018-06-182019-09-26$5,903$6,111-$208-$208
12.50 SHS. AQUA AMER.INC.P2006-08-312019-01-04$415$230$185$185
312.50 SHS. AQUA AMER.INC.P2006-10-112019-01-04$10,372$5,670$4,702$4,702
75 SHS. BOSTON SCIENTIFIC CO.P2016-09-012019-08-02$3,174$1,810$1,364$1,364
25 SHS. BOSTON SCIENTIFIC CO.P2016-09-012019-12-03$1,057$603$454$454
50 SHS. BROWN FORMAN CORP.P2007-06-282019-10-02$3,083$781$2,302$2,302
10 SHS. CINTAS CORP.P2017-02-102019-05-31$2,208$1,167$1,041$1,041
5 SHS. CINTAS CORP.P2017-02-102019-08-27$1,299$584$715$715
5 SHS. COSTCO WHOLESALE CORP.P2015-08-172019-05-31$1,180$730$450$450
5 SHS. COSTCO WHOLESALE CORP.P2015-08-172019-10-02$1,414$730$684$684
25 SHS. DAHAHER CORP.P2016-09-222019-04-18$3,190$1,943$1,247$1,247
50 SHS. EOG RESOURCES, INC.P2017-11-302019-05-30$4,208$5,132-$924-$924
25 SHS. FISERV, INC.P2016-01-122019-07-30$2,582$1,112$1,470$1,470
25 SHS. FISERV, INC.P2016-01-122019-08-27$2,647$1,112$1,535$1,535
15 SHS. FISERV, INC.P2016-01-122019-12-03$1,702$667$1,035$1,035
25 SHS. GLOBAL PAYMENTS, INC.P2017-07-212019-03-29$3,392$2,352$1,040$1,040
10 SHS. GLOBAL PAYMENTS, INC.P2017-07-212019-05-30$1,520$941$579$579
25 SHS. GLOBAL PAYMENTS, INC.P2017-07-212019-12-03$4,410$2,352$2,058$2,058
115 SHS. HUNT J.B. TRANS. SVCS.P2011-02-032019-05-28$10,022$4,700$5,322$5,322
10 SHS. INTUIT, INC.P2015-07-202019-03-29$2,604$1,070$1,534$1,534
25 SHS. ESTEE LAUDER COMPANYP2015-10-082019-08-13$4,513$2,096$2,417$2,417
15 SHS. LENNOX INTERNATIONAL, INC.P2013-09-112019-05-31$3,967$1,097$2,870$2,870
15 SHS. METTLER-TOLEDO INTERNATIONALP2011-07-292019-01-03$7,933$2,380$5,553$5,553
15 SHS. NEXTERA ENERGY, INC.P2018-08-302019-12-19$3,595$2,570$1,025$1,025
10 SHS. NORTHROP GRUMMAN CORP.P2016-03-012019-10-02$3,610$1,943$1,667$1,667
15 SHS. PAYPAL HOLDINGS, INC.P2015-07-302019-05-31$1,641$583$1,058$1,058
50 SHS. PAYPAL HOLDINGS, INC.P2015-07-302019-10-02$4,969$1,943$3,026$3,026
25 SHS. SALEFORCE.COMP2017-07-202019-10-02$3,592$2,261$1,331$1,331
75 SHS. SUNTRUST BANKS, INC.P2015-06-302019-05-30$4,526$3,224$1,302$1,302
5 SHS. TELEFLEX, INC.P2017-10-122019-07-30$1,725$1,200$525$525
5 SHS. TELEFLEX, INC.P2017-10-122019-08-27$1,795$1,200$595$595
5 SHS. TELEFLEX, INC.P2017-10-122019-12-03$1,752$1,200$552$552
10 SHS. THERMO FISHER SCIENTIFICP2016-06-282019-04-18$2,600$1,430$1,170$1,170
10 SHS. THERMO FISHER SCIENTIFICP2016-06-282019-12-03$3,113$1,430$1,683$1,683
500 SHS. 1919 FINANCIAL SERVICESP2010-09-152019-01-02$11,555$5,297$6,258$6,258
210.719 SHS. 1919 FINANCIAL SERVICESP2010-09-152019-03-21$5,304$2,232$3,072$3,072
27.736 SHS. 1919 FINANCIAL SERVICESP2011-12-082019-03-21$698$296$402$402
16.084 SHS. 1919 FINANCIAL SERVICESP2012-12-132019-03-21$405$211$194$194
11.575 SHS. 1919 FINANCIAL SERVICESP2013-12-122019-03-21$291$209$82$82
3.898 SHS. 1919 FINANCIAL SERVICESP2014-06-182019-03-21$98$73$25$25
12.179 SHS. 1919 FINANCIAL SERVICESP2014-12-292019-03-21$307$240$67$67
59.843 SHS. 1919 FINANCIAL SERVICESP2014-12-292019-03-21$1,506$1,177$329$329
9.639 SHS. 1919 FINANCIAL SERVICESP2015-12-282019-03-21$243$189$54$54
.109 SHS. 1919 FINANCIAL SERVICESP2015-12-282019-03-21$3$2$1$1
92.821 SHS. 1919 FINANCIAL SERVICESP2015-12-282019-03-21$2,336$1,817$519$519
8.672 SHS. 1919 FINANCIAL SERVICESP2016-12-282019-03-21$218$208$10$10
39.174 SHS. 1919 FINANCIAL SERVICESP2016-12-282019-03-21$986$940$46$46
2.77 SHS. 1919 FINANCIAL SERVICESP2017-12-062019-03-21$70$76-$6-$6
5 SHS. UNITED HEALTH GROUPP2015-10-012019-03-29$1,214$578$636$636
30 SHS. UNITED HEALTH GROUPP2015-10-012019-04-18$6,614$3,466$3,148$3,148
5 SHS. VISA, INC.P2017-04-182019-05-31$796$448$348$348
5 SHS. VISA, INC.P2017-04-182019-08-27$879$448$431$431
10 SHS. VISA, INC.P2017-04-182019-12-03$1,806$897$909$909
100 SHS. WABTECP2012-11-132019-03-22$7,054$4,049$3,005$3,005
75 SHS. EOG RESOURCES, INC.P2018-01-032019-08-01$6,177$8,360-$2,183-$2,183
FieldValueIRS element (for citing)
Capital Gain Net Income$89,209CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$686,516NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062635DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,348AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$613,352NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.077195DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$559,128NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073328DistributionYr3Rt
Adjusted Qlfy Distri Yr4$45,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$620,779NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072490DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$623,569NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065751DistributionYr5Rt
Total Distribution0.351399TotalDistributionRt
Average Distribution0.070280AverageDistributionRt
Net Vl Noncharitable Assets$700,286NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$49,216AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$966NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$50,182AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,932InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,932SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,932TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Tax Due$1,950TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 BooksGREGORY AND ADAMS PCIndividualWithBooksNm
Phone2037629000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 OLD RIDGEFIELD ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA SEIFERT
190 OLD RIDGEFIELD ROADWILTONCT06897CHAIR0.00$0$0$0
CHRISTOPHER SEIFERT
190 OLD RIDGEFIELD ROADWILTONCT06897BOARD MEMBER0.00$0$0$0
JEFFREY SEIFERT
190 OLD RIDGEFIELD ROADWILTONCT06897BOARD MEMBER0.00$0$0$0
TIM SEIFERT
190 OLD RIDGEFIELD ROADWILTONCT06897BOARD MEMBER0.00$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$666,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,317AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$710,950TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$710,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,664CashDeemedCharitableAmt
Net Vl Noncharitable Assets$700,286NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,014MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,014MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,932TaxBasedOnInvestmentIncomeAmt
Total Tax$1,932TotalTaxAmt
Distributable Before Adj$33,082DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,082DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,082DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,082DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,848ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,186ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,341ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,984ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,146ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$67,505TotalExcessDistributionCyovAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,082AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,918RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$76,423TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$10,848ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$65,575ExcessDistriCyovToNextYrAmt
Excess From Year4$15,186ExcessFromYear4Amt
Excess From Year3$14,341ExcessFromYear3Amt
Excess From Year2$17,984ExcessFromYear2Amt
Excess From Year1$9,146ExcessFromYear1Amt
Excess From Current Year$8,918ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LIVING JOURNEYS
PO BOX 2014CRESTED BUTTECO81224PUBLIC CHARITYNONEGENERAL SUPPORT$5,000
AMERICARES
89 HAMILTON AVENUESTAMFORDCT06902PUBLIC CHARITYNONEGENERAL SUPPORT$10,000
BROOKLINE HIGH SCHOOL INNOVATION FUND
115 GREENOUGH STREETBROOKLINEMA02445PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
MANCHESTER REGION YOUTH HOCKEY ASSOC
PO BOX 4958MANCHESTERNH03108PUBLIC CHARITYNONEGENERAL SUPPORT$500
DOCTORS WITHOUT BORDERS
40 RECTOR STREETNEW YORKNY100061705PUBLIC CHARITYNONEGENERAL SUPPORT$10,000
EASTER SEALS NEW HAMPSHIRE
505 AUBURN STREETMANCHESTERNH03103PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
FAMILIES IN TRANSITION
122 MARKET STREETMANCHESTERNH03101PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREETJAMAICA PLAINMA02130PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
JUVENILE DIABETES RESEARCH FOUNDATION
200 CONNECTICUT AVENUENORWALKCT06854PUBLIC CHARITYNONEGENERAL SUPPORT$5,000
WORLD CENTRAL KITCHEN
1342 FLORIDA AVENUE NWWASHINGTONDC20009PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
MASS GENERAL CELIAC RESEARCH CENTER
25 NASHUA STREET 540BOSTONMA02114PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
MEDICAL MISSION SISTER
8400 PINE ROADPHILADELPHIAPA19111PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
NAMI NEW HAMPSHIRE
85 STATE STREETCONCORDNH03301PUBLIC CHARITYNONEGENERAL SUPPORT$1,250
SALVATION ARMY - KIDS CAFE
121 CEDAR STREETMANCHESTERNH03101PUBLIC CHARITYNONEGENERAL SUPPORT$500
ST JOSEPH COMMUNITY STORE
PO BOX 910MERRIMACKNH03054PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
WAYPOINT
464 CHESTNUT STREETMANCHESTERNH03105PUBLIC CHARITYNONEGENERAL SUPPORT$1,750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,000TotalGrantOrContriPdDurYrAmt
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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,390ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$89,209ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$96,599ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$96,599TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4ALL EARNINGS FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS
8ALL CAPITAL GAINS AND LOSSES FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$468,163BookValueAmt
EOYFMV$728,680EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Category19/19 INVESTMENT COUNSEL, INVESTMENT MANAGEMENT FEESCategoryTxt
Amt$3,793Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.