NORFOLK FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NORFOLK FOUNDATION INC (EIN 47-5535228)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-13
- IRS object ID
- 201902569349100005
- 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
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-13T09:16:19-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472517893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEERS HAMERMAN COHEN & BURGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 CHURCH STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | 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 | 475535228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORFOLK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORF | BusinessNameControlTxt |
| Phone | 8605427185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 333 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060580333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH HURST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8605427185 | PhoneNum |
| Signature | 2019-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON BRUNE | PreparerPersonNm |
| PTIN | P01318461 | PTIN |
| Phone | 2037876527 | PhoneNum |
| Preparation | 2019-06-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.204.147.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-15 | IPDt |
| IP Tm | 17:51:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D2702BD16694547596E531E1F7EFF184AD252820 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2702BD16694547596E531E1F7EFF184AD252820 | 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 | $2,038,210 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $290,694 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $230 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $230 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $230 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,943 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,943 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,860 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $34,304 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $34,304 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $354,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,033 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $52,477 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $11,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,758 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,758 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,329 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,329 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,392 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,678 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,678 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,714 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,850 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,850 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,644 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,739 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,828 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,325 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $21,507 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $10,226 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,226 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,963 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,963 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $394 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,669 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $261,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $52,168 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $351,747 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $351,747 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $613,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $52,168 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $556,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$258,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,605 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $309 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $479,806 | CashBOYAmt |
| Cash EOY | $42,849 | CashEOYAmt |
| Cash EOYFMV | $42,849 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $75,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $19,834 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,200 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,200 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $320,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $320,686 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $464,292 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $464,292 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $851,348 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,627 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,627 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,244,999 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,319 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $604,554 | LandBOYAmt |
| Land EOY | $1,185,680 | LandEOYAmt |
| Land EOYFMV | $1,185,680 | LandEOYFMVAmt |
| Other Assets BOY | $207,865 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,876 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,876 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,238,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,038,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,038,210 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,250 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,421 | AccountsPayableEOYAmt |
| Grants Payable EOY | $35,000 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $70,874 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $5,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $111,295 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,183,157 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,926,915 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $50,000 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,233,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,926,915 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,238,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,038,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,233,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$258,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,742 | OtherIncreasesAmt |
| Subtotal | $1,995,510 | SubtotalAmt |
| Other Decreases | $68,595 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,926,915 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| DEUTSCHE BANK - ST | $334 | $341 | -$7 | -$7 | |
| DEUTSCHE BANK - LT | $127,596 | $124,142 | $3,454 | $3,454 | |
| DEUTSCHE BANK - LT | $99,942 | $10,071 | $89,871 | $89,871 | |
| CAPITAL GAINS DIVIDENDS | $8,542 | $8,542 | $8,542 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,860 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $513,636 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,431,487 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.358813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $166,237 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,871,598 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088821 | DistributionYr2Rt |
| Total Distribution | 0.447634 | TotalDistributionRt |
| Average Distribution | 0.223817 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,050,188 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $235,050 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,016 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $236,066 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,084,629 | 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 | $1,016 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,016 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,016 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,277 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,277 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $261 | OverpaymentAmt |
| Applied To ES Tax | $261 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | WWW.NORFOLKFOUNDATION.NET | WebsiteAddressTxt |
| Individual With Books | NORFOLK FOUNDATION INC | IndividualWithBooksNm |
| Phone | 8605427185 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 STATION PLACE | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06058 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| DAWN WHALEN | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | EXECUTIVE DIRECTOR | 45.00 | $78,000 | $1,375 | $0 |
| JOSEPH HURST | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | PRESIDENT/FORMER VP | 20.00 | $0 | $0 | $0 |
| ELIZABETH B BORDEN | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | TREASURER | 2.00 | $0 | $0 | $0 |
| STEPHEN W MELVILLE | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | SECRETARY | 8.00 | $0 | $0 | $0 |
| MARY ACKERLY | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SAMUEL ANDERSON | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | FORMER PRESIDENT/BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| LISA ATKIN | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MARK BURKE | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| TED HINMAN | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ELIZA LITTLE | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | BOARD MEMBER | 1.00 | $0 | $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) |
|---|---|---|
| Description1 | ACTIVITIES TO BETTER COORDINATE THE DIVERSE ENERGIES OF THE TOWN'S BURGEONING NON-GOVERNMENTAL ORGANIZATION COMMUNITY BY PROVIDING A MANAGED CENTRAL CO-WORKING SPACE: THE ESTABLISHMENT OF THE NORFOLK HUB BRINGS A GREATER SHARED AWARENESS OF THE TOWN'S MANY VOLUNTEER ORGANIZATIONS, IS USED FOR COMMUNITY WORK SPACE/EVENTS/PRESENTATIONS, AND OFFERS WORK, MEETING SPACE AND PROFESSIONAL SUPPORT TO ITS MEMBER ORGANIZATIONS. | Description1Txt |
| Expenses1 | $621,397 | Expenses1Amt |
| Description2 | ACTIVITIES TO CONTRIBUTE TO THE VITALITY OF NORFOLK'S RICH CULTURAL HERITAGE: INSTITUTED FIRST ANNUAL LITERARY FESTIVAL IN SUPPORT OF ESTABLISHING NORFOLK AS A MAJOR CENTER FOR ARTS AND CULTURE IN THE REGION, BRINGING TO NORFOLK AWARD WINNING AUTHORS AND WRITERS INTO CONVERSATION ON A WIDE RANGE OF TOPICS TO CELEBRATE IDEAS AND DISCOURSE. | Description2Txt |
| Expenses2 | $50,030 | Expenses2Amt |
| Description3 | ACTIVITIES TO DEVELOP A SUSTAINABLE DOWNTOWN: RENOVATION AND MAINTENANCE OF 2 STATION PLACE - AS COLLABORATIVE CO-WORKING WORK SPACE WITH SPACE RENTED TO A HAIR SALON; CONTINUED MAINTENANCE OF 6 STATION PLACE AS A CONVENIENCE MARKET/DELI. | Description3Txt |
| Expenses3 | $45,952 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $839,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,673 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,066,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,066,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,050,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $556,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $528,395 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,084,629 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,016 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,083,613 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2018-03-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $309 | CurrentYearAmt |
| Year1 | $32,222 | Year1Amt |
| Year2 | $93,580 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $126,111 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $263 | CurrentYearAmt |
| Year1 | $27,389 | Year1Amt |
| Year2 | $79,543 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $107,194 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,084,629 | CurrentYearAmt |
| Year1 | $514,802 | Year1Amt |
| Year2 | $185,026 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,784,457 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $351,747 | CurrentYearAmt |
| Year1 | $137,744 | Year1Amt |
| Year2 | $13,471 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $502,962 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $732,882 | CurrentYearAmt |
| Year1 | $377,058 | Year1Amt |
| Year2 | $171,555 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,281,495 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $35,006 | CurrentYearAmt |
| Year1 | $47,716 | Year1Amt |
| Year2 | $62,387 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $145,109 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN W MELVILLE | ContributingManagerNm |
| Contributing Manager | MARY ACKERLY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YALE UNIVERSITY | ||||||
| PO BOX 208333 | NEW HAVEN | CT | 06520 | PC | ART BARN PRE-PLANNING STUDY | $100,000 |
| TOWN OF NORFOLK | ||||||
| PO BOX 592 | NORFOLK | CT | 06058 | GOV | SUPPORT OF CITY MEADOW PROGRAM, WEEKEND IN NORFOLK, DOWNTOWN ENHANCEMENT PROJECT | $216,250 |
| CHURCH OF CHRIST NORFOLK | ||||||
| PO BOX 582 | NORFOLK | CT | 06058 | PC | SUMMER PROGRAM | $497 |
| YALE UNIVERSITY | ||||||
| PO BOX 208333 | NEW HAVEN | CT | 06520 | PC | YALE SUMMER SCHOOL OF ART | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $351,747 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUSTAINABLE DOWNTOWN - RENTAL INCOME | Desc |
| Related Or Exempt Function Incm | $26,640 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,943 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,737 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,664 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,574 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,640 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,214 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | SUPPORTS THE DEVELOPMENT OF A SUSTAINABLE DOWNTOWN NORFOLK BY PROVIDING A CONVENIENCE MARKET/DELI AND A HAIR SALON TO THE LOCAL COMMUNITY | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN AND MARLENE CHILDS | |||||||
| 1 | 165 SAGO PALM ROAD | VERO BEACH | FL | 32963 | $50,000 | Yes (X) | |
| WILLIAM AND MARY GREVE FOUNDATION | |||||||
| 2 | 665 BROADWAY SUITE 101 | NEW YORK | NY | 10012 | $140,000 | Yes (X) | |
| STEPHEN MELVILLE | |||||||
| 3 | PO BOX 449 | NORFOLK | CT | 06058 | $100,194 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 775 SHS EDWARDS LIFESCIENCES CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $100,194 | FairMarketValueAmt |
| Received | 2018-04-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $23,392 | Amt |
| Net Investment Income | $4,678 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,678 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,714 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | CLOSING COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2016-05-20 | AcquiredCompletedOrExpendedDt |
| Amortized | $1,181 | AmortizedAmt |
| Deduction For Prior Years | $623 | DeductionForPriorYearsAmt |
| Amortization Period | 36.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $394 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $394 | AdjustedNetIncomeAmt |
| Total Amortization | $1,017 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| HAIR SALON | 2016-07-13 | $14,045 | $351 | SL | 40.000000000000 | $351 | $0 | $351 | |
| BUILDING - COUNTRY STORE | 2016-05-20 | $215,106 | $8,855 | SL | 40.000000000000 | $5,378 | $0 | $5,378 | |
| LAND | 2016-05-20 | $70,000 | L | $0 | $0 | $0 | 0.000000000000 | ||
| BUILDING IMPROVEMENTS | 2016-12-31 | $35,044 | $911 | SL | 40.000000000000 | $876 | $0 | $876 | |
| BUILDING IMPROVEMENTS | 2017-01-04 | $66,185 | $1,655 | SL | 40.000000000000 | $1,655 | $0 | $1,655 | |
| SHED | 2017-05-24 | $3,454 | $201 | SL | 10.000000000000 | $345 | $0 | $345 | |
| REFRIGERATOR | 2016-08-24 | $23,145 | $9,258 | SL | 5.000000000000 | $4,629 | $0 | $4,629 | |
| REFRIGERATOR INSTALLATION | 2017-01-31 | $6,490 | $1,190 | SL | 5.000000000000 | $1,298 | $0 | $1,298 | |
| HOOD | 2016-11-15 | $14,211 | $5,684 | SL | 5.000000000000 | $2,842 | $0 | $2,842 | |
| HOOD INSTALLATION | 2017-01-05 | $5,034 | $1,007 | SL | 5.000000000000 | $1,007 | $0 | $1,007 | |
| FREEZER LIGHTS | 2017-04-24 | $1,637 | $218 | SL | 5.000000000000 | $327 | $0 | $327 | |
| FREEZER DOOR | 2017-10-11 | $3,191 | $160 | SL | 5.000000000000 | $638 | $0 | $638 | |
| AIR CONDITIONERS - WALL UNITS | 2017-07-10 | $9,548 | $955 | SL | 5.000000000000 | $1,910 | $0 | $1,910 | |
| BUILDING - HUB | 2016-07-13 | $99,599 | $2,490 | SL | 40.000000000000 | $2,490 | $0 | $2,490 | |
| LAND | 2016-07-13 | $70,800 | L | $0 | $0 | $0 | 0.000000000000 | ||
| 3 DESK 4 SIDE CHAIRS | 2018-10-01 | $1,577 | SL | 10.000000000000 | $39 | $0 | $39 | ||
| 2 SOFAS 4 OFFICE FILE CABINETS | 2018-10-01 | $5,349 | SL | 10.000000000000 | $134 | $0 | $134 | ||
| 40 STACKABLE CHAIRS FOR HUB MAIN SPACE | 2018-10-01 | $3,214 | SL | 10.000000000000 | $80 | $0 | $80 | ||
| OLSSON INTERIOR AIRT | 2018-10-01 | $1,072 | SL | 10.000000000000 | $27 | $0 | $27 | ||
| TV MONITORS FOR HUB | 2018-10-01 | $3,499 | SL | 5.000000000000 | $175 | $0 | $175 | ||
| BUILDING IMPROVEMENTS | 2018-12-01 | $500,566 | SL | 40.000000000000 | $1,043 | $0 | $1,043 | ||
| HAIR SALON SINK AND BOOTHS | 2018-05-31 | $4,298 | SL | 10.000000000000 | $251 | $0 | $251 | ||
| HUB MAIN SPACE LIGHT FIXTURE | 2018-03-13 | $2,236 | SL | 5.000000000000 | $373 | $0 | $373 | ||
| HUB REFRIGERATOR AND DISHWASHER | 2018-05-09 | $1,298 | SL | 5.000000000000 | $173 | $0 | $173 | ||
| HUB MICROWAVE | 2018-05-04 | $299 | SL | 5.000000000000 | $40 | $0 | $40 | ||
| HUB CHAIRS | 2018-05-04 | $339 | SL | 10.000000000000 | $23 | $0 | $23 | ||
| EVERSOURCE LOAN PURCHASES (DIRECT FROM EVERSOURCE) | 2018-12-31 | $79,115 | SL | 40.000000000000 | $0 | $0 | $0 | ||
| CONFERENCE ROOM CHAIRS | 2018-05-23 | $1,627 | SL | 10.000000000000 | $95 | $0 | $95 | ||
| LOCKERS | 2018-07-19 | $1,857 | SL | 10.000000000000 | $77 | $0 | $77 | ||
| SHELVING FOR BROCHURES | 2018-07-26 | $281 | SL | 10.000000000000 | $12 | $0 | $12 | ||
| MOVEABLE CORKBOARD WALLS | 2018-07-26 | $883 | SL | 10.000000000000 | $37 | $0 | $37 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DEUTSCHE BANK BROKERAGE ACCOUNT | BondNm |
| EOY Book Value | $464,292 | EOYBookValueAmt |
| EOYFMV | $464,292 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DEUTSCHE BANK BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $320,686 | EOYBookValueAmt |
| EOYFMV | $320,686 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DEUTSCHE BANK BROKERAGE ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,627 | BookValueAmt |
| EOYFMV | $3,627 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| HAIR SALON | $14,045 | $702 | $13,343 |
| BUILDING - COUNTRY STORE | $215,106 | $14,233 | $200,873 |
| LAND | $70,000 | $0 | $70,000 |
| BUILDING IMPROVEMENTS | $35,044 | $1,787 | $33,257 |
| BUILDING IMPROVEMENTS | $66,185 | $3,310 | $62,875 |
| SHED | $3,454 | $546 | $2,908 |
| REFRIGERATOR | $23,145 | $13,887 | $9,258 |
| REFRIGERATOR INSTALLATION | $6,490 | $2,488 | $4,002 |
| HOOD | $14,211 | $8,526 | $5,685 |
| HOOD INSTALLATION | $5,034 | $2,014 | $3,020 |
| FREEZER LIGHTS | $1,637 | $545 | $1,092 |
| FREEZER DOOR | $3,191 | $798 | $2,393 |
| AIR CONDITIONERS - WALL UNITS | $9,548 | $2,865 | $6,683 |
| BUILDING - HUB | $99,599 | $4,980 | $94,619 |
| LAND | $70,800 | $0 | $70,800 |
| CLOSING COSTS | $1,181 | $1,017 | $164 |
| 3 DESK 4 SIDE CHAIRS | $1,577 | $39 | $1,538 |
| 2 SOFAS 4 OFFICE FILE CABINETS | $5,349 | $134 | $5,215 |
| 40 STACKABLE CHAIRS FOR HUB MAIN SPACE | $3,214 | $80 | $3,134 |
| OLSSON INTERIOR AIRT | $1,072 | $27 | $1,045 |
| TV MONITORS FOR HUB | $3,499 | $175 | $3,324 |
| BUILDING IMPROVEMENTS | $500,566 | $1,043 | $499,523 |
| HAIR SALON SINK AND BOOTHS | $4,298 | $251 | $4,047 |
| HUB MAIN SPACE LIGHT FIXTURE | $2,236 | $373 | $1,863 |
| HUB REFRIGERATOR AND DISHWASHER | $1,298 | $173 | $1,125 |
| HUB MICROWAVE | $299 | $40 | $259 |
| HUB CHAIRS | $339 | $23 | $316 |
| EVERSOURCE LOAN PURCHASES (DIRECT FROM EVERSOURCE) | $79,115 | $0 | $79,115 |
| CONFERENCE ROOM CHAIRS | $1,627 | $95 | $1,532 |
| LOCKERS | $1,857 | $77 | $1,780 |
| SHELVING FOR BROCHURES | $281 | $12 | $269 |
| MOVEABLE CORKBOARD WALLS | $883 | $37 | $846 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONSTRUCTION IN PROGRESS | $207,275 | $0 | $0 |
| CLOSING COSTS, NET OF AMORTIZATION | $590 | $196 | $196 |
| DEFERRED RENT | $0 | $19,680 | $19,680 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $68,595 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FUNDRAISING ACTIVITIES | $5,124 | $0 | $0 | $5,124 |
| MARKETING COSTS | $6,715 | $0 | $0 | $6,715 |
| INSURANCE | $9,345 | $0 | $0 | $9,345 |
| REPAIRS & MAINTENANCE | $20,311 | $0 | $0 | $20,311 |
| OFFICE EXPENSE | $12,767 | $0 | $0 | $12,767 |
| TELEPHONE | $5,218 | $0 | $0 | $5,218 |
| FEES AND PERMITS | $4,185 | $0 | $0 | $4,185 |
| MISCELLANEOUS | $2,071 | $0 | $0 | $2,071 |
| OUTREACH | $3,933 | $0 | $0 | $3,933 |
| AMORTIZATION | $394 | $0 | $394 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SUSTAINABLE DOWNTOWN - RENTAL INCOME | $26,640 | $26,640 |
| MISCELLANEOUS | $7,664 | $7,664 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT/PRIOR YEAR TRUE-UP | Desc |
| Amt | $20,742 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $9,850 | $9,850 | $9,850 | $0 |
| OTHER PROFESSIONAL FEES | $3,000 | $0 | $0 | $3,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM & MARY GREVE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 BROADWAY SUITE 101 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $9,567 | $0 | $4,739 | $4,828 |
| EXCISE TAX | $77 | $0 | $0 | $0 |
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