CHENEVERT FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHENEVERT FAMILY FOUNDATION INC (EIN 27-0886303)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-28
- IRS object ID
- 201900879349100600
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-28T08:43:46-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 POWDER FOREST DR | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270886303 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHENEVERT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHEN | BusinessNameControlTxt |
| Phone | 8607296500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS R CHENEVERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8607287669 | PhoneNum |
| Signature | 2019-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN POWERS | PreparerPersonNm |
| PTIN | P00032110 | PTIN |
| Phone | 8606789200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.253.140.125 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-27 | IPDt |
| IP Tm | 14:51:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AA421F75DA49A5AC9284B7DC027BEC2634D2411D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,286,209 | 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 | $534,733 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,892 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,892 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,847 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $710,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,510,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $710,650 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,366,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $831,418 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,472 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,604 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $868 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $15,409 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,409 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,168 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $366,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $407,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $388,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $958,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $812,455 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,216 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,768 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $915,569 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $925,033 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,423,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,658,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,304,969 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $565,782 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,100,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,850,439 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,050,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,879,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,286,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,050,016 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,879,577 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,050,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,879,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,050,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,879,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,050,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $958,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,008,536 | SubtotalAmt |
| Other Decreases | $128,959 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,879,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - S/T ACCT 2442 | $240,603 | $244,187 | -$3,584 | -$3,584 | |
| PUBLICLY TRADED SECURITIES - L/T ACCT 2442 | $1,274,457 | $859,970 | $414,487 | $414,487 | |
| PUBLICLY TRADED SECURITIES - S/T ACCT WF 5486 | $169,993 | $164,277 | $5,716 | $5,716 | |
| PUBLICLY TRADED SECURITIES - L/T ACCT WF 5486 | $1,764,972 | $1,530,973 | $233,999 | $233,999 | |
| CAPITAL GAINS DIVIDENDS | $60,032 | $60,032 | $60,032 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $710,650 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $242,328 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,453,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054411 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,738 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,902,478 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038370 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,053 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,165,466 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,807 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,258,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018513 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,320 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,523,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037629 | DistributionYr5Rt |
| Total Distribution | 0.169790 | TotalDistributionRt |
| Average Distribution | 0.033958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,686,088 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $227,046 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $235,171 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $388,668 | 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 | $8,125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,157 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,157 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,968 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA L CHENEVERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8607296500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS R CHENEVERT | ||||||||
| 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | CHAIRMAN AND PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBRA L CHENEVERT | ||||||||
| 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | SECRETARY AND TREASURER | 1.00 | $0 | $0 | $0 |
| LISA CHENEVERT KRAUSE | ||||||||
| 33 PORTAGE CROSSING | FARMINGTON | CT | 06032 | DIRECTOR | 1.00 | $10,500 | $0 | $0 |
| SOPHIE CHENEVERT SCHILKE | ||||||||
| 3 BEAVER POND LANE | SOUTH SALEM | NY | 10590 | DIRECTOR | 1.00 | $10,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,463,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $324,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,787,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,787,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,686,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,304 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,304 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,125 | TotalTaxAmt |
| Distributable Before Adj | $326,179 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $326,179 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $326,179 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $388,668 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $388,668 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,125 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $380,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $326,179 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $21,810 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,810 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $388,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $326,179 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,489 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,299 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $21,810 | ExcessFromYear1Amt |
| Excess From Current Year | $62,489 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS R CHENEVERT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUIS R CHENEVERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT NO 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8607296500 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM REQUIRED; LETTER TO FOUNDATION MANAGER WILL SUFFICE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE PRIMARY ACTIVITIES OF THE FOUNDATION SHALL BE THE MAKING OF GRANTS TO DOMESTIC ORGANIZATIONS WHICH QUALIFY AS CHARITABLE, EDUCATIONAL AND/OR RELIGIOUS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND WHICH SHALL BE TAX EXEMPT UNDER SECTION 501(A), AND CONTRIBUTIONS TO WHICH SHALL BE TAX DEDUCTIBLE UNDER SECTION 170(C)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOODSHARE | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06002 | NONE | PC | TO SUPPORT THOSE IN NEED | $1,000 |
| SAINT MARY OUR LADY OF GRACE | |||||||
| 515 4TH ST S | ST PETERSBURG | FL | 33701 | NONE | PC | TO SUPPORT THE CATHOLIC CHURCH | $1,000 |
| JDRF INTERNATIONAL | |||||||
| 26 BROADWAY 15TH FL | NEW YORK | NY | 10004 | NONE | PC | ACCELERATING LIFE-CHANGING BREAKTHROUGHS TO CURE, PREVENT AND TREAT TYPE 1 DIABETES. | $2,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PC | TO FIND A CURE FOR TYPE 1 DIABETES | $2,500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 606017633 | NONE | PC | ELIMINATE ALZHEIMER'S DISEASE | $5,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 200065009 | NONE | PC | PREVENT AND ELLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES. | $5,000 |
| NEIGHBORLY CARE | |||||||
| 13945 EVERGREEN AVENUE | CLEARWATER | FL | 33762 | NONE | PC | PROVIDE HEALTH AND WELLNESS PRGRAMS TO SENIORS AND THEIR FAMILIES. | $5,000 |
| WORLD AFFAIRS COUNCIL | |||||||
| 2200 ALASKAN WAY SUITE 450 | SEATTLE | WA | 98121 | NONE | PC | TO ADVANCE GLOBAL UNDERSTANDING AND ENGAGEMENT THROUGHOUT GREATER SEATTLE. | $10,000 |
| LIFELINE | |||||||
| PO BOX 1678 | VANCOUVER | WA | 98668 | NONE | PC | MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT | $15,000 |
| CONGRESSIONAL MEDAL OF HONOR FOUNDATION | |||||||
| 1501 LEE HIGHWAY SUITE 300 | ARLINGTON | VA | 22209 | NONE | PC | FUNDING FOR SCHOLARSHIPS TO SUPPORT OUTREACH OF MEDAL RECIPIENTS | $30,000 |
| JOHNS HOPKINS ALL CHILDREN | |||||||
| 501 6TH AVE S | ST PETERSBURG | FL | 33701 | NONE | PC | TO SUPPORT THE JOHN HOPKINS CHILDRENS HOSPITAL | $30,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | NONE | PC | TO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH, AND TO SHARE BENEFITS DISCOVERED. | $50,000 |
| CONNECTICUT CHILDREN MEDICAL | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 06106 | NONE | PC | TO SUPPORT THE CHILDRENS HOSPITAL OF CONNECTICUT | $60,000 |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | PC | TO SUPPORT THE HIGHEST QUALITY HEALTH CARE | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $366,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,892 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,847 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $710,650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $831,418 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $831,418 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LOUIS R CHENEVERT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $534,733 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,169 SHARES UNITED TECHNOLOGIES CORPORATION STOCK | NoncashPropertyDesc |
| Fair Market Value | $534,733 | FairMarketValueAmt |
| Received | 2018-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #7088 - UTX STOCK | $1,250,834 | $1,828,155 |
| MERRILL LYNCH #2442 - CORPORATE STOCK | $877,859 | $999,341 |
| WELLS FARGO #5486 - CORPORATE STOCK | $529,538 | $477,473 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $915,569 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $925,033 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO #5486 - UNIT INVESTMENT TRUSTS | AT COST | $721,872 | $643,123 |
| MERRILL LYNCH #2442 - MUTUAL FUNDS | AT COST | $89,584 | $76,058 |
| WELLS FARGO #5486 - MUTUAL FUNDS | AT COST | $1,288,553 | $1,131,258 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,472 | LegalFeesAmt |
| Net Investment Income | $2,604 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $868 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STOCK DONATION COST BASIS ADJUSTMENT | $126,899 |
| PRIOR PERIOD RECONCILING ADJUSTMENT | $2,060 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $10,822 | $10,822 | $0 |
| BOOKKEEPING EXPENSES | $631 | $631 | $0 |
| ACCRUED INTEREST PAID | $3,956 | $3,956 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $29 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS R CHENEVERT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
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