CAPUTO FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAPUTO FOUNDATION INC (EIN 20-3987936)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202012329349100411
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-19T15:35:19-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 203987936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Caputo Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CAPU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY T ROGERS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $15,943,149 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $42,810 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42,810 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $366,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $366,521 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $409,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $409,331 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,802 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,802 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $84,195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,095 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,085,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,085,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,196,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,090,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$786,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $384,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,974,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,832,651 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,832,651 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,587,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,941,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,110,498 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,561,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,774,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,943,149 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,561,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,774,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,561,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,774,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,561,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,774,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,561,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$786,691 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,774,523 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,774,523 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,155,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,440,539 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074855 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,116,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,282,095 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $568,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,140,922 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046786 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $483,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,566,947 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041759 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,035,738 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002394 | DistributionYr5Rt |
| Total Distribution | 0.238844 | TotalDistributionRt |
| Average Distribution | 0.047769 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,438,639 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $737,488 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,849 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $741,337 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,090,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,849 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,849 | SubtotalAmt |
| Tax Based On Investment Income | $3,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,687 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $53,687 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $49,838 | OverpaymentAmt |
| Applied To ES Tax | $49,838 | AppliedToESTaxAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Albert Caputo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Daniel L Daniels | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Gregory T Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,351,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,322,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,673,745 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,673,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,438,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $771,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $771,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,849 | TotalTaxAmt |
| Distributable Before Adj | $768,083 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $768,083 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $768,083 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,090,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,090,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,849 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,086,676 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $768,083 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $454,768 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $454,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,090,525 | QualifyingDistributionsAmt |
| Applied To Current Year | $768,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $322,442 | RemainingDistriFromCorpusAmt |
| Total Corpus | $777,210 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $777,210 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $454,768 | ExcessFromYear1Amt |
| Excess From Current Year | $322,442 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT CAPUTO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICARES FREE CLINIC INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS & GIRLS CLUB OF GREENWICH INC | |||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | Annual Fund - The Hunter S. Marston Boathouse | $750,000 |
| GREENWICH ALLIANCE FOR EDUCATION FOUNDATION INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| PO BOX 708 | NEW YORK | NY | 10030 | N/A | PC | General & Unrestricted | $5,000 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| OLD GREENWICH-RIVERSIDE COMMUNITY CENTER INC | |||||||
| 90 HARDING RD | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $1,000 |
| PERROT MEMORIAL LIBRARY ASSOC OF OLD GREENWICH INC | |||||||
| 90 SOUND BEACH AVE | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $1,000 |
| SOUND BEACH VOLUNTEER SERVICES FOUNDATION INC | |||||||
| 207 SOUND BEACH AVE | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF DEERFIELD ACADEMY | |||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | N/A | PC | Athletics | $312,500 |
| YOUNG MENS CHRISTIAN ASSOC OF GREENWICH | |||||||
| 50 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,085,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,810 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $366,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $409,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $409,331 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T, INC | $2,283,978 | $2,805,757 |
| BAYER A G SPONSORED ADR | $341,095 | $304,200 |
| EXXON MOBIL CORP | $681,990 | $550,991 |
| INTERNATIONAL BUSINESS MACHINE | $688,628 | $710,830 |
| THE JM SMUCKER COMPANY | $603,441 | $595,824 |
| UNIVERSAL TECH INST | $911,213 | $603,129 |
| VANGUARD SHORT TERM CORPORATE | $1,634,633 | $1,688,014 |
| VANGUARD ST BOND ETF | $3,796,894 | $3,851,753 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,000 | $5,000 | |
| Bank Charges | $500 | $500 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $20,802 | Amt |
| Net Investment Income | $20,802 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $81,100 | |
| Foreign Tax Paid | $3,095 | $3,095 |
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