HOLSTEIN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HOLSTEIN FOUNDATION (EIN 23-7012134)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-08
IRS object ID
202013149349100851
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)
Return2020-11-08T08:29:03-00:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Nicholas LaPier CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line171 Park AveAddressLine1Txt
CityW SpringfieldCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01089ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237012134EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Holstein FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOLSBusinessNameControlTxt
Phone8605728515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 Roosevelt AvenueAddressLine1Txt
CityMysticCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN HOLSTEINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2020-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEdward StambovskyPreparerPersonNm
Phone4137320200PhoneNum
Preparation2020-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.212.11.225IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm14:53:20IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0A380E7DDD7C4484A5470842C984FF75108F8F4BAtSubmissionCreationDeviceId
At Submission Filing Device Id8F1C69BC96A4AE2A11A0EC68055253ECC4CF814DAtSubmissionFilingDeviceId
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$480,094FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$9,936InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,936InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,936TotalRevAndExpnssAmt
Total Net Invst Incm$9,936TotalNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,300AccountingFeesChrtblPrpsAmt
Taxes Dsbrs Chrtbl$92TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,392TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,800TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,192TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,864ExcessRevenueOverExpensesAmt
Net Investment Income$9,936NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$500,958CashBOYAmt
Cash EOY$480,094CashEOYAmt
Cash EOYFMV$480,094CashEOYFMVAmt
Total Assets BOY$500,958TotalAssetsBOYAmt
Total Assets EOY$480,094TotalAssetsEOYAmt
Total Assets EOYFMV$480,094TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$500,958RetainedEarningBOYAmt
Retained Earning EOY$480,094RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$500,958TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$480,094TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$500,958TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$480,094TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$500,958TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,864ExcessRevenueOverExpensesAmt
Subtotal$480,094SubtotalAmt
Tot Net Ast Or Fund Balances EOY$480,094TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$500,958NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.056791DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,427AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$523,759NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.054275DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,028AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$544,464NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.051478DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,026AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$574,447NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.050529DistributionYr4Rt
Adjusted Qlfy Distri Yr5$29,961AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$599,292NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.049994DistributionYr5Rt
Total Distribution000000.263067TotalDistributionRt
Average Distribution000000.052613AverageDistributionRt
Net Vl Noncharitable Assets$483,168NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,421AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$99NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,520AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$32,192QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$99InvestmentIncomeExciseTaxAmt
Subtotal$99SubtotalAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$92EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$92TotalPaymentsAndCreditsAmt
Original Return Tax Paid$92OriginalReturnTaxPaidAmt
Tax Due$7TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Individual With BooksJOHN HOLSTEINIndividualWithBooksNm
Phone8605728515PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 ROOSELVELT AVEAddressLine1Txt
CityMYSTICCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06355ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN HOLSTEIN
12 ROOSEVELT AVEMYSTICCT06355TRUSTEE001.00$0
JILL BACH
12 ROOSEVELT AVEMYSTICCT06355TRUSTEE001.00$0
BRUCE HOLSTEIN
12 ROOSEVELT AVEMYSTICCT06355TRUSTEE001.00$0
EDWARD STAMBOVSKY
12 ROOSEVELT AVEMYSTICCT06355TRUSTEE001.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$490,526AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$490,526TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$490,526AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,358CashDeemedCharitableAmt
Net Vl Noncharitable Assets$483,168NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,158MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,158MinimumInvestmentReturnAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Total Tax$99TotalTaxAmt
Distributable Before Adj$24,059DistributableBeforeAdjAmt
Distributable Before Ded$24,059DistributableBeforeDedAmt
Distributable As Adjusted$24,059DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,192ExpensesAndContributionsAmt
Qualifying Distributions$32,192QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$99PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$32,093AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,059DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$562ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$866ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$949ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,385ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,085ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,847TotalExcessDistributionCyovAmt
Qualifying Distributions$32,192QualifyingDistributionsAmt
Applied To Current Year$24,059AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,133RemainingDistriFromCorpusAmt
Total Corpus$21,980TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$562ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$21,418ExcessDistriCyovToNextYrAmt
Excess From Year4$866ExcessFromYear4Amt
Excess From Year3$949ExcessFromYear3Amt
Excess From Year2$2,385ExcessFromYear2Amt
Excess From Year1$9,085ExcessFromYear1Amt
Excess From Current Year$8,133ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN HOLSTEINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112 ROSEVELT AVEAddressLine1Txt
CityMYSTICCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06355ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8605728515RecipientPhoneNum
Form And Info And MaterialsLETTER REQUEST, MOST RECENT ANNUAL REPORT, AND PURPOSE FOR APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsNORestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MYSTIC AQUARIUM
55 COOGAN BLVDMYSTICCT06355NONEPCSUPPORT$10,000
MYSTIC CHAMBER OF COMMERCE
62 GREENMANVILLE AVEMYSTICCT06355NONEPCSUPPORT$3,300
SUNSHINE KIDS FOUNDATION
2 HARTFORD SQUAREHARTFORDCT06106NONEPCSUPPORT$1,000
ST EDMUNDS RETREAT
1 ENDERS ISLANDMYSTICCT06355NONEPCSUPPORT$1,000
WESTERLY HOSPITAL
25 WELLS STREETWESTERLYRI02891NONEPCSUPPORT$5,000
GOLDEN CRADLE ADOPTION SERVICES
1050 KINGS HIGHWAYCHERRY HILLNJ08034NONEPCSUPPORT$500
YMCA
1 HARRY AUSTIN DRMYSTICCT06355NONEPCSUPPORT$5,000
BEMENT SCHOOL
94 OLD MAIN STDEERFIELDMA01342NONEPCSUPPORT$1,000
SPRINGFIELD COLLEGE
263 ALLEN STREETSPRINGFIELDMA01109NONEPCSUPPORT$2,000
MYSTIC SEAPORT
75 GREENMANVILLE AVEMYSTICCT06355NONEPCSUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,936ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,936ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,936TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryaccountingCategoryTxt
Disbursements Charitable Prps$1,300DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Categoryfederal taxCategoryTxt
Disbursements Charitable Prps$92DisbursementsCharitablePrpsAmt

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