BETA

MICHAEL & MARGARET PICOTTE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MICHAEL & MARGARET PICOTTE FOUNDATION INC (EIN 06-1307349)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201921309349101922
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T10:42:21-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135069335PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIARY TRUST COMPANY INTERNATIONALBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1280 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061307349EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL AND MARGARET PICOTTE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone5184654747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 CORPORATE WOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL PICOTTEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5184654747PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD PIANOFORTEPreparerPersonNm
PTINP00844777PTIN
Phone2126323000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address144.121.225.40IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm11:42:18IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF5B63527CBA07F687BBFED45ECF6C3539D616FB6AtSubmissionCreationDeviceId
At Submission Filing Device IdF5B63527CBA07F687BBFED45ECF6C3539D616FB6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,548,173FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$282InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$282InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$52,699DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,699DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$121,957NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$202,514GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$121,957CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20,025OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$46,763OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$194,963TotalRevAndExpnssAmt
Total Net Invst Incm$221,701TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,990TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,845OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,435OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$410OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,035TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,435TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,610TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$187,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,435TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$181,410TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,128ExcessRevenueOverExpensesAmt
Net Investment Income$219,266NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$189,537CashBOYAmt
Cash EOY$40,348CashEOYAmt
Cash EOYFMV$40,348CashEOYFMVAmt
Sav And Temp Cash Invst BOY$29,493SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,384SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,384SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,706,877CorporateStockBOYAmt
Corporate Stock EOY$1,885,468CorporateStockEOYAmt
Corporate Stock EOYFMV$2,568,282CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,002,347CorporateBondsBOYAmt
Corporate Bonds EOY$944,727CorporateBondsEOYAmt
Corporate Bonds EOYFMV$920,159CorporateBondsEOYFMVAmt
Total Assets BOY$2,928,254TotalAssetsBOYAmt
Total Assets EOY$2,889,927TotalAssetsEOYAmt
Total Assets EOYFMV$3,548,173TotalAssetsEOYFMVAmt
Grants Payable EOY$180,000GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$180,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,928,254CapitalStockBOYAmt
Capital Stock EOY$2,709,927CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,928,254TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,709,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,928,254TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,889,927TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,928,254TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,128ExcessRevenueOverExpensesAmt
Other Increases$25,000OtherIncreasesAmt
Subtotal$2,960,382SubtotalAmt
Other Decreases$250,455OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,709,927TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
VANGUARD S/T INVEST GR-ADM DTD 9/1/20092017-01-252018-01-22$3,830$3,855$0$0
VANGUARD S/T INVEST GR-ADM DTD 9/1/20092017-11-012018-01-22$76,170$76,727-$557-$557
CAPITAL GAINS DIVIDENDS$122,514$122,514$122,514P
FieldValueIRS element (for citing)
Capital Gain Net Income$121,957CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$170,045AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,595,794NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047290DistributionYr1Rt
Adjusted Qlfy Distri Yr2$158,532AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,352,127NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047293DistributionYr2Rt
Adjusted Qlfy Distri Yr3$148,555AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,258,210NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045594DistributionYr3Rt
Adjusted Qlfy Distri Yr4$140,805AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,161,034NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044544DistributionYr4Rt
Adjusted Qlfy Distri Yr5$125,195AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,864,231NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043710DistributionYr5Rt
Total Distribution0.228431TotalDistributionRt
Average Distribution0.045686AverageDistributionRt
Net Vl Noncharitable Assets$3,737,385NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$170,746AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,193NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$172,939AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$181,410QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,193InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,193SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,193TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,440EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,440TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$247OverpaymentAmt
Applied To ES Tax$247AppliedToESTaxAmt
Refund$0RefundAmt

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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELLE LECLAIRIndividualWithBooksNm
Phone5184654747PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 CORP WOODS BLVD SUITE 600AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL B PICOTTE
220 SANFORD AVEPALM BEACHFL33480PRESIDENT1.00$0$0$0
MARGARET L PICOTTE
220 SANFORD AVEPALM BEACHFL33480TREASURER1.00$0$0$0
NICOLE L PICOTTE
220 SANFORD AVEPALM BEACHFL33480DIRECTOR1.00$0$0$0
JOSEPH M PICOTTE
220 SANFORD AVEPALM BEACHFL33480DIRECTOR1.00$0$0$0
MICHELLE H PICOTTE
220 SANFORD AVEPALM BEACHFL33480DIRECTOR1.00$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$3,659,888AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$134,411AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,794,299TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,794,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,914CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,737,385NetVlNoncharitableAssetsAmt
Minimum Investment Return$186,869MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$186,869MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,193TaxBasedOnInvestmentIncomeAmt
Total Tax$2,193TotalTaxAmt
Distributable Before Adj$184,676DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$184,676DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$184,676DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$181,410ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$181,410QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,193PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$179,217AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$184,676DistributableAsAdjustedAmt
Undistributed Income PY$169,769UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$181,410QualifyingDistributionsAmt
Applied To Year1$169,769AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,641AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$173,035UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL B PICOTTEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALBANY MEDICAL CENTER FOUNDATION
43 NEW SCOTLAND AVENUE MC 119ALBANYNY122083478NONEPCMASSRY FAMILY CHILDREN'S EMERGENCY CENTER$5,000
THE AUGUSTINIAN DEVELOPMENT FUND
214 ASHWOOD ROADVILLANOVAPA19085NONEPCM. LOUISE FITZPATRICK FUND FOR FORMATION$10,000
THE COLLEGE OF SAINT ROSE
432 WESTERN AVENUEALBANYNY122031490NONEPCTHE MICHAEL AND MARGARET PICOTTE ANNUAL PRESIDENTIAL LECTURE IN HIGHER EDUCATION INNOVATION AND LEADERSHIP$5,000
THE COLLEGE OF SAINT ROSE
432 WESTERN AVENUEALBANYNY122031490NONEPCTHE MICHAEL AND MARGARET PICOTTE ENDOWED PRESIDENTIAL LECTURE IN HIGHER EDUCATION INNOVATION AND LEADERSHIP$25,000
DORSET FIRE DEPARTMENT
PO BOX 341DORSETVT05251NONEPC2018 GIFT$2,500
EKWANOK SCHOLARSHIP TRUST
PO BOX 467MANCHESTERVT052540467NONEPC2018 GIFT IN MEMORY OF JEAN SCOTT KNIGHT$500
EXPANDEDSCHOOLS
11 WEST 42ND STREET 3RD FLOORNEW YORKNY10036NONEPC2018 GIFT$3,000
FRIENDS OF RECREATION FOUNDATION
POST OFFICE BOX 977PALM BEACHFL33480NONEPCFRIENDS OF RECREATION FOR THE MANDEL RECREATION CENTER$60,000
HANLEY FOUNDATION
700 SOUTH DIXIE HIGHWAY SUITE 103WEST PALM BEACHFL33401NONEPCLIFESAVER SOCIETY$10,000
HAZELDEN BETTY FORD FOUNDATION
15251 PLEASANT VALLEY ROAD PO BOXCENTER CITYMN55012NONEPC2018 GIFT IN HONOR OF BROOKE PICOTTE$5,00011
INTERFAITH COUNCIL OF THE NORTHSHIREKIDS SUMMER LUNCH
PO BOX 2644MANCHESTER CENTERVT05255NONEPC2018 GIFT TO THE 2019 KIDS SUMMER LUNCH PROGRAM$2,500
THE MICHELLE MCGANN FUND
POST OFFICE BOX 13107NORTH PALM BEACHFL33408NONEPC2018 GIFT$8,800
PALM BEACH CIVIC ASSOCIATION
139 NORTH COUNTY ROAD SUITE 33PALM BEACHFL33480NONEPCENVIRONMENTAL AWARENESS PROGRAM$10,000
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROW M201PALM BEACHFL33480NONEPCANNUAL TOY DRIVE$1,000
BERKSHIRE SCHOOL
245 NORTH UNDERMOUNTAIN ROADSHEFFIELDMA012579672NONEPCALUMNI ANNUAL GIVING FUND$8,000
HOME AT LAST DOG RESCUE
PO BOX 1341NORTH WALESPA19454NONEPC2018 GIFT$2,500
KISSES FOR KYLE FOUNDATION
PO BOX 188WILLOW GROVEPA19090NONEPC2018 GIFT$5,000
MORRIS ANIMAL REFUGE
1242 LOMBARD STREETPHILADELPHIAPA19147NONEPC2018 GIFT$2,500
PHILABUNDANCE
3616 SOUTH GALLOWAY STREETPHILADELPHIAPA19148NONEPC2018 GIFT$2,000
PLANNED PARENTHOOD
PO BOX 813TREXLERTOWNPA18087NONEPC2018 GIFT$2,000
SUNDAY BREAKFAST MISSION
110 N POPULAR STREETWILMINGTONDE19899NONEPC2018 GIFT$5,000
TWILIGHT WISH
PO BOX 1042DOYLESTOWNPA18901NONEPC2018 GIFT$2,000
WAGS RESCUE
PO BOX 1514SOUTHAMPTONPA18966NONEPC2018 GIFT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,800TotalGrantOrContriPdDurYrAmt
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$282ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,699ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,025ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$121,957ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$194,963ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$194,963TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMAZARS USA LLPCategoryTxt
Amt$1,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVANGUARD SHORT TERM INV GRDBondNm
EOY Book Value$944,727EOYBookValueAmt
EOYFMV$920,159EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CVS STOCK$5,476$52,416
EDGEWOOD LC GROWTH$336,791$764,561
JENSEN LC GROWTH$518,567$743,688
MECHANICAL TECH$262,506$1,589
MJP INTERNATIONAL FUND$65,207$72,910
MJP LARGE CAP FUND$4,681$168,230
MJP SMALL CAP FUND$238,238$265,792
VANGUARD DIVIDEND GROWTH$454,002$499,096

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED ADJUSTMENT$70,455
INCREASE IN GRANTS PAYABLE$180,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LAW JOURNAL$160$0$160
CHARITIES BUREAU$250$0$250
FIDUCIARY FEE$2,005$2,005$0
FIDUCIARY UNITIZATION$30$30$0
OTHER EXPENSES$400$400$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MJP SMALL CAP FUND$12,839$35,181$0
MJP LARGE CAP FUND$6,775$7,740$0
MJP INTERNATIONAL FUND$411$3,842$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2018 UNCLEARED CHECKSDesc
Amt$25,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$3,990Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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