DON AND MARILYN ALLAN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DON AND MARILYN ALLAN FAMILY FOUNDATION (EIN 46-1505684)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-10-21
IRS object ID
202002959349100805
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)
Return2020-10-21T12:14:36-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060312590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CUMMINGS & LOCKWOOD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 ISHAM ROAD SUITE 400AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461505684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DON AND MARILYN ALLAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone8603134927PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CUMMINGS LOCKWOOD 75 ISHAM RD 400AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDON ALLEN TRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8603134927PhoneNum
Signature2020-10-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON A SANKNERPreparerPersonNm
PTINP01608435PTIN
Phone8603134900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.126.108.226IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-21IPDt
IP Tm13:12:35IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id01EBBF516CB3F4896545BF4BC6B5093CAA086BE0AtSubmissionCreationDeviceId
At Submission Filing Device Id01EBBF516CB3F4896545BF4BC6B5093CAA086BE0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$483,414FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$357,797ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,845InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,845InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,660DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,660DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,014NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$490,344GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$236,276CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$368,316TotalRevAndExpnssAmt
Total Net Invst Incm$245,781TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,689LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,689LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,368OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,368OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,057TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,057TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$107,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$107,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$118,557TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,057TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$107,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$249,759ExcessRevenueOverExpensesAmt
Net Investment Income$234,724NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,683CashBOYAmt
Cash EOY$19,172CashEOYAmt
Cash EOYFMV$19,172CashEOYFMVAmt
Corporate Stock BOY$86,600CorporateStockBOYAmt
Corporate Stock EOY$185,066CorporateStockEOYAmt
Corporate Stock EOYFMV$186,282CorporateStockEOYFMVAmt
Corporate Bonds BOY$86,279CorporateBondsBOYAmt
Corporate Bonds EOY$184,961CorporateBondsEOYAmt
Corporate Bonds EOYFMV$187,670CorporateBondsEOYFMVAmt
Other Investments BOY$53,848OtherInvestmentsBOYAmt
Other Investments EOY$92,970OtherInvestmentsEOYAmt
Other Investments EOYFMV$90,290OtherInvestmentsEOYFMVAmt
Total Assets BOY$232,410TotalAssetsBOYAmt
Total Assets EOY$482,169TotalAssetsEOYAmt
Total Assets EOYFMV$483,414TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$232,410RetainedEarningBOYAmt
Retained Earning EOY$482,169RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$232,410TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$482,169TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$232,410TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$482,169TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$232,410TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$249,759ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$482,169SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$482,169TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
SHORT TERM GAIN/LOSS PER ML 814-04117P$58,340$60,764-$2,424-$2,424
LONG TERM GAIN/LOSS PER ML 814-04117P$75,801$70,769$5,032$5,032
2270 SHARE STANLEY BLACK & DECKER (CONTRIBUTED)D$354,564$122,535$232,029$232,0292007-03-162019-11-18
CAPITAL GAINS DIVIDENDSP$1,639$1,639$1,639
FieldValueIRS element (for citing)
Capital Gain Net Income$236,276CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$132,616AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$308,433NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.429967DistributionYr1Rt
Adjusted Qlfy Distri Yr2$157,304AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$367,020NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.428598DistributionYr2Rt
Adjusted Qlfy Distri Yr3$148,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$341,126NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.434883DistributionYr3Rt
Adjusted Qlfy Distri Yr4$92,790AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$401,487NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.231116DistributionYr4Rt
Adjusted Qlfy Distri Yr5$79,005AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$410,049NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.192672DistributionYr5Rt
Total Distribution1.717236TotalDistributionRt
Average Distribution0.343447AverageDistributionRt
Net Vl Noncharitable Assets$421,833NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$144,877AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,347NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$147,224AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$107,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,694InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,694SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,694TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$908EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$908TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,786TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPAUL L BOURDEAU ESQIndividualWithBooksNm
Phone8603134930PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line175 ISHAM ROAD SUITE 400AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD ALLAN JR
CUMMINGS LOCKWOOD 75 ISHAM RD 400WEST HARTFORDCT06107TRUSTEE0.00$0$0$0
MARILYN N ALLAN
CUMMINGS LOCKWOOD 75 ISHAM RD 400WEST HARTFORDCT06107TRUSTEE0.00$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$401,708AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,549AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$428,257TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$428,257AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,424CashDeemedCharitableAmt
Net Vl Noncharitable Assets$421,833NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,092MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,092MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,694TaxBasedOnInvestmentIncomeAmt
Total Tax$4,694TotalTaxAmt
Distributable Before Adj$16,398DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,398DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,398DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$107,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$107,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,398DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$58,693ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$74,364ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$131,594ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$142,385ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$117,462ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$524,498TotalExcessDistributionCyovAmt
Qualifying Distributions$107,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,398AppliedToCurrentYearAmt
Remaining Distri From Corpus$91,102RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$615,600TotalCorpusAmt
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$58,693ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$556,907ExcessDistriCyovToNextYrAmt
Excess From Year4$74,364ExcessFromYear4Amt
Excess From Year3$131,594ExcessFromYear3Amt
Excess From Year2$142,385ExcessFromYear2Amt
Excess From Year1$117,462ExcessFromYear1Amt
Excess From Current Year$91,102ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710TUCSONAZ85702NONEPCCURRENT USE FOR CHARITABLE PURPOSES$5,000
CONNECTICUT RIVERS COUNCIL BOY SCOUTS OF AMERICA
60 DARLIN STREETEAST HARTFORDCT06108NONEPCCURRENT USE FOR CHARITABLE PURPOSES$20,000
CONNECTICUT PUBLIC (CT PUBLIC BROADCASTING INC)
1049 ASYLUM AVEHARTFORDCT06105NONEPCCURRENT USE FOR CHARITABLE PURPOSES$5,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH 17 FLOORNEW YORKNY10010NONEPCCURRENT USE FOR CHARITABLE PURPOSES$1,000
CLEAN WATER FUND
1444 EYE ST NW SUITE 400WASHINGTONDC20005NONEPCCURRENT USE FOR CHARITABLE PURPOSES$20,000
CONNECTICUT HUMANE SOCIETY
701 RUSSELL ROADNEWINGTONCT06111NONEPCCURRENT USE FOR CHARITABLE PURPOSES$2,000
FARM SANCTUARY INC
PO BOX 150WATKINS GLENNY14891NONEPCCURRENT USE FOR CHARITABLE PURPOSES$2,500
FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY INC
C/O PH BARTELS 289 GREENWICH AVEGREENWICHCT06830NONEPCCURRENT USE FOR CHARITABLE PURPOSES$1,000
HARTFORD STAGE
50 CHURCH STREETHARTFORDCT06103NONEPCCURRENT USE FOR CHARITABLE PURPOSES$5,000
HARTFORD SYMPHONY ORCHESTRA INC
166 CAPITOL AVENUEHARTFORDCT06106NONEPCCURRENT USE FOR CHARITABLE PURPOSES$25,000
JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND
70 FARMINGTON AVENUEHARTFORDCT06105NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
NATIONAL PARK FOUNDATION
1110 VERMONT AVENUE NW SUITE 200WASHINGTONDC20005NONEPCCURRENT USE FOR CHARITABLE PURPOSES$100
PRUDENCE CRANDALL CENTER
594 BURRITT STNEW BRITAINCT06053NONEPCCURRENT USE FOR CHARITABLE PURPOSES$500
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN ST PO BOX 89CHAMBERLAINSD57325NONEPCCURRENT USE FOR CHARITABLE PURPOSES$400
UNITED WAY WORLDWIDE
701 N FAIRFAX STREETALEXANDRIAVA22314NONEPCCURRENT USE FOR CHARITABLE PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$107,500TotalGrantOrContriPdDurYrAmt
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
Exclusion$3,845ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,660ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,014ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,519ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,519TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDONALD ALLAN JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1130 COLTON ROADAddressLine1Txt
CityGLASTONBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06033ZIPCd
FieldValueIRS element (for citing)
Total Contributions$357,797TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2270 SHARES STANLEY BLACK & DECKERNoncashPropertyDesc
Fair Market Value$357,797FairMarketValueAmt
Received2019-11-12ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTHRU MERRILL LYNCH - BONDS, PER ATTACHEDBondNm
EOY Book Value$184,961EOYBookValueAmt
EOYFMV$187,670EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTHRU MERRILL LYNCH - STOCKS/EQUITIES, PER ATTACHEDStockNm
EOY Book Value$185,066EOYBookValueAmt
EOYFMV$186,282EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTHRU MERRILL LYNCH - MUTUAL FUNDS, PER ATTACHEDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$92,970BookValueAmt
EOYFMV$90,290EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCUMMINGS & LOCKWOOD LLCCategoryTxt
Legal Fees$5,689LegalFeesAmt
Net Investment Income$5,689NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMERRILL LYNCH WEALTH MANAGEMENT, ADVISORY FEESDesc
Revenue And Expenses Per Books$5,368RevenueAndExpensesPerBooksAmt
Net Investment Income$5,368NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDONALD ALLAN JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1130 COLTON ROADAddressLine1Txt
CityGLASTONBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06033ZIPCd

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