RENEE B FISHER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RENEE B FISHER FOUNDATION (EIN 06-0952015)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-19
- IRS object ID
- 202021719349100327
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-19T17:36:51-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271329764 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KVLSM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 CROSSWAYS PARK DR STE C | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117972055 | 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 | 060952015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE B FISHER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 5164874070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CP FISHER PO BOX 366 | AddressLine1Txt |
| City | GREEN FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06838 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CP FISHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5164874070 | PhoneNum |
| Signature | 2020-06-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY LIPNER CPA | PreparerPersonNm |
| PTIN | P00749201 | PTIN |
| Phone | 5162940400 | PhoneNum |
| Preparation | 2020-06-08 | 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 | $17,860,768 | 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 |
| Interest On Sav Rev And Expnss | $3,321 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,321 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,321 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $353,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $353,890 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $353,890 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $967,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,752 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $182,923 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,677 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,677 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,677 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $545,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $545,640 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $542,811 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,557 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $134,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129,448 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $145,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,132,843 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,132,843 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,278,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,132,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$732,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $416,192 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $542,811 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $376,463 | CashBOYAmt |
| Cash EOY | $299,396 | CashEOYAmt |
| Cash EOYFMV | $299,396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,432,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,767,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,767,776 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $22,443 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,443 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,302,666 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,289,185 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,771,153 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $9,111,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,378,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,860,768 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,111,731 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,378,800 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,111,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,378,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,111,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,378,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,111,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$732,931 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,378,800 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,378,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CONDEC CORP | P | ||||
| DIGIMARC CORP | P | $21,201 | $10,662 | $10,539 | $10,539 |
| BIOGEN INC | P | $82,597 | $11,050 | $71,547 | $71,547 |
| DEUTSCHE BANK CONTINGENT CAP TST | P | $25,000 | $27,171 | -$2,171 | -$2,171 |
| ASTRAZENECA SDR | P | $22,860 | $16,170 | $6,690 | $6,690 |
| DIGIMARC CORP | P | $21,350 | $12,248 | $9,102 | $9,102 |
| FRESHPET INC | P | $24,996 | $8,975 | $16,021 | $16,021 |
| ARATANA THERAPEUTICS INC | P | $8,292 | $26,109 | -$17,817 | -$17,817 |
| EXPEDIA GROUP INC | P | $86 | $86 | $86 | |
| SEATTLE GENETICS INC | P | $29,918 | $12,891 | $17,027 | $17,027 |
| MVC CAPITAL INC | P | $4,437 | $7,567 | -$3,130 | -$3,130 |
| JPMORGAN CHINA REGION FUND INC | P | $351 | $351 | $351 | |
| OAKTREE CAP GROUP LLC | P | $20,976 | $23,880 | -$2,904 | -$2,904 |
| FLY LEASING LTD | P | $11,016 | $10,096 | $920 | $920 |
| PROGENICS PHARMACEUTICALS | P | $5,720 | $7,370 | -$1,650 | -$1,650 |
| CONNECTICUT WTR SVC INC | P | $70,000 | $29,314 | $40,686 | $40,686 |
| ITAU UNIBANCO HOLDINGS | P | $5,095 | $4,480 | $615 | $615 |
| ILLUMINA INC | P | $21,165 | $10,076 | $11,089 | $11,089 |
| BROOKFIELD ASSET MGMT INC | P | $10 | $10 | $10 | |
| WABTEC CORP | P | $59 | $59 | $59 | |
| BLACKROCK LTD DURATION INCOME | P | $30,243 | $37,859 | -$7,616 | -$7,616 |
| RIBBON COMMUNICATIONS INC | P | $13,262 | $15,955 | -$2,693 | -$2,693 |
| SURMODICS INC | P | $41,900 | $40,141 | $1,759 | $1,759 |
| BLACKROCK ENHANCED GBL DIV | P | $5,305 | $13,817 | -$8,512 | -$8,512 |
| PRGX GLOBAL INC | P | $4,850 | $6,220 | -$1,370 | -$1,370 |
| BIOTIME INC | P | ||||
| TRANSACT TECH INC | P | $23,536 | $16,192 | $7,344 | $7,344 |
| PARATEK PHARMACEUTICALS INC | P | $4,025 | $15,892 | -$11,867 | -$11,867 |
| USG CORP | P | $39,020 | $11,978 | $27,042 | $27,042 |
| GENOMIC HEALTH INC | P | $70,412 | $27,017 | $43,395 | $43,395 |
| SPECTRUM BRANDS HLDGS INC | P | $12,106 | $19,227 | -$7,121 | -$7,121 |
| DIGIMARC CORP | P | $33,609 | $5,348 | $28,261 | $28,261 |
| COVETRUS INC | P | $30,499 | $81,693 | -$51,194 | -$51,194 |
| URBAN ONE INC | P | $1,040 | $7,304 | -$6,264 | -$6,264 |
| MALLINCKRODT PLC | P | $110 | $110 | $110 | |
| WELLS FARGO CO | P | $83,928 | $67,335 | $16,593 | $16,593 |
| SEASPAN CORPORATION | P | $22,773 | $17,800 | $4,973 | $4,973 |
| TEVA PHARMACEUTICAL INDUSTRIES | P | $23,037 | $14,446 | $8,591 | $8,591 |
| MONITRONICS INTL INC | P | $3 | $3 | $3 | |
| GABELLI CONV & INC FD | P | $39,675 | $40,750 | -$1,075 | -$1,075 |
| ACCO BRANDS CORPORATION | P | $8,596 | $24,967 | -$16,371 | -$16,371 |
| QIAGEN NV | P | $11,043 | $11,043 | $11,043 | |
| MITSUBISHI UFJ FINANCIAL GROUP | P | $27,577 | $70,794 | -$43,217 | -$43,217 |
| JEFFERIES FINL GROUP INC | P | $18,103 | $10,331 | $7,772 | $7,772 |
| VEONEER INC | P | $6,692 | $17,511 | -$10,819 | -$10,819 |
| CANTEL MEDICAL CORP | P | $38,609 | $1,523 | $37,086 | $37,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,752 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $182,923 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $939,638 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,651,531 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056430 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $758,917 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,499,623 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045996 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $788,302 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,875,092 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052995 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $924,402 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,271,574 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056811 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $780,198 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,415,387 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047528 | DistributionYr5Rt |
| Total Distribution | 0.259760 | TotalDistributionRt |
| Average Distribution | 0.051952 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,507,231 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $857,584 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,162 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $861,746 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,132,843 | 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 | $4,162 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,162 | SubtotalAmt |
| Tax Based On Investment Income | $4,162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,443 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,443 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $72 | EsPenaltyAmt |
| Overpayment | $18,209 | OverpaymentAmt |
| Applied To ES Tax | $18,209 | 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 |
| 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 |
| Individual With Books | CP FISHER | IndividualWithBooksNm |
| Phone | 5164874070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 365 | AddressLine1Txt |
| City | GREENS FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06436 | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DR SHELLEY FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | PRES & DIR | 000.00 | $0 | $0 | $0 |
| DR JAMES FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CP FISHER | ||||||||
| PO BOX 365 | GREENS FARMS | CT | 06436 | DIRECTOR | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,310,697 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,447,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,758,610 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,758,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $251,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,507,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $825,362 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $825,362 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,162 | TotalTaxAmt |
| Distributable Before Adj | $821,200 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $821,200 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $821,200 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,132,843 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,132,843 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,162 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,128,681 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $821,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $121,439 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,132,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $121,439 | AppliedToYear1Amt |
| Applied To Current Year | $821,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $190,204 | RemainingDistriFromCorpusAmt |
| Total Corpus | $190,204 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $190,204 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $190,204 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL FISHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1Txt |
| City | GREEN FARMS | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06838 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032550707 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ABERDEEN FRIENDS OF HARTFORD COUNTY | |||||
| 21 FRANKLIN STREET | ABERDEEN | MD | 21001 | DONATION | $300 |
| AMERICAN COUNCIL OF LEARNED SOCIETI | |||||
| 633 3RD AVE | NEW YORK | NY | 10017 | DONATION | $15,000 |
| COMMUNITY FOUNDATION OF G | |||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | DONATION | $550,000 |
| FEMINIST MAJORITY FOUNDATION | |||||
| 433 S BEVERLY DR | BEVERLY HILLS | CA | 90212 | DONATION | $27,500 |
| FRIENDS OF THE JV FLETCHER LIBRAR | |||||
| PO BOX 4122 | WESTFORD | MA | 01886 | DONATION | $2,103 |
| FRIENDS OF THE LIBRARY OF HAWAII | |||||
| 99-1132 IWAENA STREET | AIEA | HI | 96701 | DONATION | $9,440 |
| LANCASTER PUBLIC LIBRARY | |||||
| 125 N DUKE ST | LANCASTER | PA | 17602 | DONATION | $5,500 |
| MEDIA UPPER PROVIDENCE LIBRARY | |||||
| 1 EAST FRONT STREET | MEDIA | PA | 19603 | DONATION | $7,000 |
| PEQUOT LIBRARY | |||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | DONATION | $31,000 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||
| 2440 WEST EL CAMINO REAL | MT VIEW | CA | 94040 | DONATION | $300,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||
| 45 W 36TH ST 11 | NEW YORK | NY | 10018 | DONATION | $20,000 |
| HELENA GROUP FOUNDATION | |||||
| 515 S FLOWER ST | LOS ANGELES | CA | 90071 | DONATION | $150,000 |
| MARK TWAIN PROJECT | |||||
| UNIVERSITY OF CALIFORNIA | BERKELEY | CA | 94720 | DONATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,132,843 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,321 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $353,890 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,677 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $185,752 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $357,211 | ExclusionAmt |
| Related Or Exempt Function Incm | $188,429 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $545,640 | 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 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $6,289,185 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $15,771,153 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE | $4,723 | |
| CUSTODIAL FEES | $129,448 | $129,448 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $2,677 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,677 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,677 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,557 | Amt |