WETHERSFIELD FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WETHERSFIELD FOUNDATION INC (EIN 13-6113816)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2019-02-26
- IRS object ID
- 201940579349100109
- Schema version
- 2017v2.3
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-26T15:28:54-06:00 | ReturnTs |
| Tax Period End | 2018-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 JERICHO QUADRANGLE SUITE 200 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136113816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WETHERSFIELD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WETH | BusinessNameControlTxt |
| Phone | 8453738037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 257 PUGSLEY HILL ROAD | AddressLine1Txt |
| City | AMENIA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER BUDNIK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8453738037 | PhoneNum |
| Signature | 2019-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN SILVERSTEIN | PreparerPersonNm |
| PTIN | P00043838 | PTIN |
| Phone | 5162563500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.38.5.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-04 | IPDt |
| IP Tm | 15:57:57 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $36,077,583 | 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 | $126,970 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,472 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,472 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17,472 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $513,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $513,831 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $513,831 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $48,424 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $48,424 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $48,424 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $28,719 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,260,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,137,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,260,082 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $296,155 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $296,155 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $296,155 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,262,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,135,964 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $875,882 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $310,058 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $310,058 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $369,977 | 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 | $369,977 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $192,788 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $192,788 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $169,424 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $169,424 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $165,644 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $156,069 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,334 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,704 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,569 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,569 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $68,314 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $209,906 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $12,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,385 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,385 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $23,076 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $23,076 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $665,297 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,525 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $17,136 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $599,772 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,379,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $19,705 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,977,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,379,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $19,705 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,977,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,882,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,942,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $856,177 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,024 | CashBOYAmt |
| Cash EOY | $137,161 | CashEOYAmt |
| Cash EOYFMV | $137,161 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,332,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,465,437 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,465,437 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $15,971 | AcctRcvblAmt |
| Acct Rcvbl BOY | $36,982 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $15,971 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,971 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $92,325 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,440 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,440 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,185,183 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,185,183 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,033,089 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,730,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,730,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,063,743 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,063,743 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $137,703 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,283,037 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,283,037 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,835,830 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,985,317 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,437,808 | LandBOYAmt |
| Land EOY | $5,850,513 | LandEOYAmt |
| Land EOYFMV | $5,850,513 | LandEOYFMVAmt |
| Other Assets BOY | $15,107,762 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,320,862 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,320,862 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,334,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,077,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,077,583 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $178,290 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $236,341 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $689,515 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $713,900 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $867,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $950,241 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,133,846 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,241,590 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $14,876,409 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $15,898,569 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $16,455,958 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $8,987,183 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,466,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,127,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,334,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,077,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,466,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,882,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,349,169 | SubtotalAmt |
| Other Decreases | $1,221,827 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,127,342 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY MELLON A/C #9900 | P | $12,943,016 | $11,127,322 | $1,815,694 | $1,815,694 |
| BALLAST POINT VENTURES | P | $451 | $451 | $451 | |
| LAND | D | $2,313,250 | $840,275 | $1,472,975 | $1,472,975 |
| PAINTINGS | D | $5,589,546 | $6,565,500 | -$975,954 | -$975,954 |
| ANTIQUITIES | D | $694,980 | $45,000 | $649,980 | $649,980 |
| US BANK VARIOUS | P | $2,300,000 | $2,299,285 | $715 | $715 |
| CAPITAL GAINS DIVIDENDS | P | $296,221 | $296,221 | $296,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,260,082 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$325,259 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,148,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,699,444 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.156864 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,141,808 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,236,622 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.161809 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,367,561 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,841,322 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.184371 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,174,045 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,070,816 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.180108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,058,260 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,610,403 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.140876 | DistributionYr5Rt |
| Total Distribution | 0.824028 | TotalDistributionRt |
| Average Distribution | 0.164806 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,743,571 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,583,471 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,430 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,622,901 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,977,067 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,859 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,859 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,859 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,463 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $81,463 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,604 | OverpaymentAmt |
| Applied To ES Tax | $2,604 | 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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WETHERSFIELDGARDEN.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 8453738037 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 257 PUGSLEY HILL ROAD | AddressLine1Txt |
| City | AMENIA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12501 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| THEODORA SHAFER | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| PETER BUDNIK | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | CHAIRMAN | 10.00 | $0 | $0 | $0 |
| GERALD RUSSELLO | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | VICE-CHAIR | 3.00 | $0 | $0 | $0 |
| MARGARET M LYONS | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| REV GEORGE W RUTLER | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE AND BOARD SECRETARY | 3.00 | $0 | $0 | $0 |
| FARNHAM F COLLINS | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE AND TREASURER | 3.00 | $0 | $0 | $0 |
| THOMAS C DONAHOE | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | ACTING EXECUTIVE DIR. THROUGH 2/26/18 | 45.00 | $285,058 | $0 | $35,512 |
| THEODORA BUDNIK | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| STANLEY STILLMAN | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JOHN HENRY CROSBY | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| REV JOSEPH KOTERSKI | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE THROUGH 1/23/18 | 3.00 | $0 | $0 | $0 |
| THOMAS J VITIELLO | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | BOARD SECRETARY&TREASURER THROUGH 6/12 | 3.00 | $0 | $0 | $0 |
| DR MARK C HENRIE | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE THROUGH 6/12/17 | 3.00 | $0 | $0 | $0 |
| DR MARIE NOELLE LANGAN | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE THROUGH 1/22/18 | 3.00 | $0 | $0 | $0 |
| GEORGE T WHALEN III | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | TRUSTEE THROUGH 11/9/17 | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KEVIN MALLOY | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | ESTATE MANAGER | 40.00 | $62,655 | $28,320 | $0 |
| KARL THOMPSON | ||||||||
| C/O FDN 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | HEAD GARDENER | 40.00 | $51,812 | $3,053 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BASIC PAY LLC | ||||||
| 231 W 29TH ST STE 503 | NEW YORK | NY | 100015507 | FINANCE, HR AND CORPORATE ADMIN | $98,442 | |
| VECTOR SECURITY INC | ||||||
| 50 PAGE PARK DRIVE | POUGHKEEPSIE | NY | 12603 | SECURITY | $85,197 | |
| HIRTLE CALLAGHAN & CO | ||||||
| FIVE TOWER BRIDGE 300 BARR HARBOR | CONSHOHOCKEN | PA | 19428 | INVESTMENT ADVISOR | $84,394 | DRIVE |
| GRASSI & CO | ||||||
| 50 JERICHO QUADRANGLE | JERICHO | NY | 11753 | AUDIT AND TAX SERVICES | $51,642 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRESERVATION AND EXHIBITION OF THE WETHERSFIELD ESTATE,CARRIAGE HOUSE, HOUSE MUSEUM, ART AND FORMAL GARDENS OFWETHERSFIELD. | Description1Txt |
| Expenses1 | $1,971,593 | Expenses1Amt |
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 | $21,928,099 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,074,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,074,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $331,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,743,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,087,179 | 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 | $1,977,067 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,977,067 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,977,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,367,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,766,111 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,509,231 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,642,371 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,642,371 | 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 | $4,642,371 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,367,029 | ExcessFromYear4Amt |
| Excess From Year3 | $1,766,111 | ExcessFromYear3Amt |
| Excess From Year1 | $1,509,231 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-08-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $856,177 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $856,177 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $727,750 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $727,750 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,977,067 | CurrentYearAmt |
| Year1 | $2,171,576 | Year1Amt |
| Year2 | $2,146,803 | Year2Amt |
| Year3 | $2,387,869 | Year3Amt |
| Total | $8,683,315 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,977,067 | CurrentYearAmt |
| Year1 | $2,171,576 | Year1Amt |
| Year2 | $2,146,803 | Year2Amt |
| Year3 | $2,387,869 | Year3Amt |
| Total | $8,683,315 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,077,583 | CurrentYearAmt |
| Year1 | $35,334,018 | Year1Amt |
| Year2 | $32,953,908 | Year2Amt |
| Year3 | $31,079,966 | Year3Amt |
| Total | $135,445,475 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,077,583 | CurrentYearAmt |
| Year1 | $35,334,018 | Year1Amt |
| Year2 | $32,953,908 | Year2Amt |
| Year3 | $31,079,966 | Year3Amt |
| Total | $135,445,475 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $724,786 | CurrentYearAmt |
| Year1 | $456,648 | Year1Amt |
| Year2 | $441,221 | Year2Amt |
| Year3 | $428,044 | Year3Amt |
| Total | $2,050,699 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,653,148 | CurrentYearAmt |
| Year1 | $2,009,592 | Year1Amt |
| Year2 | $37,018 | Year2Amt |
| Year3 | $1,830,844 | Year3Amt |
| Total | $7,530,602 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $126,970 | CurrentYearAmt |
| Year1 | $15,361 | Year1Amt |
| Year2 | $22,675 | Year2Amt |
| Year3 | $20,450 | Year3Amt |
| Total | $185,456 | 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) |
|---|---|---|
| Current Year | $4,135,964 | CurrentYearAmt |
| Year1 | $2,398,714 | Year1Amt |
| Year2 | $652,163 | Year2Amt |
| Year3 | $2,169,476 | Year3Amt |
| Total | $9,356,317 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS FARM INCOME | $93,755 |
| BOOKS, TAPES, AND POST CARDS | $146 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,472 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $513,831 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $28,719 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 05 | ExclusionCd |
| Exclusion | $202,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,260,082 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,022,358 | ExclusionAmt |
| Related Or Exempt Function Incm | $93,901 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,116,259 | 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 | 1A | LineNumberTxt |
| Relationship Statement | AGRICULTURAL INCOME IS GENERATED IN CONNECTION WITH THE CONSERVATION ACTIVITIES OF THE FOUNDATION WHICH CONSTITUTES PART OF THE FOUNDATION'S MISSION. PROGRAMS, SEASON PASSES, ADMISSION FEES, TRAIL USE AND HORSE DRAWN CARRIAGE DRIVES ARE IN THE FURTHERANCE OF THE CONSERVATION, ARTISTIC AND RELIGIOUS PURPOSES OF THE FOUNDATION. ADDITIONALLY, MISCELLANEOUS INCOME AND SALES OF BOOKS, TAPES AND POST CARDS INCOME WERE GENERATED IN CONNECTION WITH THE CONSERVATION AND EXHIBITION OF THE ESTATE, MUSEUMS AND FORMAL GARDENS. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF WETHERSFIELD INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 WETHERSFIELD WAY | AddressLine1Txt |
| City | AMENIA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $123,050 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING AND AUDITING | $69,894 | $0 | $0 | $69,894 |
| FINANCE & ADMINISTRATION | $95,750 | $9,575 | $0 | $86,175 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HIGH YIELD FIXED INCOME FUNDS | BondNm |
| EOY Book Value | $2,063,743 | EOYBookValueAmt |
| EOYFMV | $2,063,743 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. EQUITY FUNDS | $10,238,583 | $10,238,583 |
| NON-U.S. EQUITY FUNDS | $4,491,653 | $4,491,653 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,185,183 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,185,183 | 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 |
|---|---|---|---|
| BALLAST POINT VENTURES, L.P. | FMV | $111,436 | $111,436 |
| GAS AND OIL LEASES | AT COST | $16,935 | $16,935 |
| REAL ESTATE FUNDS | FMV | $1,154,666 | $1,154,666 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $3,758,178 | $0 | $3,758,178 | $3,758,178 |
| BUILDING AND IMPROVEMENTS | $7,899,472 | $5,954,632 | $1,944,840 | $1,944,840 |
| EQUIPMENT AND VEHICLES | $879,872 | $769,224 | $110,648 | $110,648 |
| FURNITURE AND FIXTURES | $271,961 | $261,461 | $10,500 | $10,500 |
| CONSTRUCTION IN PROGRESS | $26,347 | $0 | $26,347 | $26,347 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $169,424 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $169,424 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PAINTINGS AND SCULPTURES | $10,061,350 | $3,495,850 | $3,495,850 |
| ANTIQUE FURNITURE | $1,465,075 | $1,402,075 | $1,402,075 |
| CARRIAGE COLLECTION | $345,900 | $345,900 | $345,900 |
| CASH SURRENDER VALUE OF LIFE | $2,803 | $0 | $0 |
| DUE FROM WETHERSFIELD INSTITUTE | $10,245 | $14,016 | $14,016 |
| INVESTMENT INTEREST RECEIVABLE | $2,555 | $2,276 | $2,276 |
| DUE FROM AUCTION SALES | $3,191,400 | ||
| DUE FROM FOW | $5,020 | $60,745 | $60,745 |
| DUE FROM LYND RESIDENTIAL | $23,414 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION BENEFIT OBLIGATION ADJUSTMENT | $16,169 |
| UNREALIZED GAIN/(LOSS) ON INVESTMENTS | $1,205,658 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO EXPENSE | $13,275 | $0 | $0 | $13,275 |
| INSURANCE | $142,395 | $0 | $0 | $142,395 |
| MISCELLANEOUS EXPENSE | $28,398 | $0 | $0 | $28,398 |
| EVENT EXPENSES | $48,389 | $48,389 | $0 | $0 |
| SUPPLIES | $42,355 | $0 | $0 | $42,355 |
| OFFICE EXPENSE | $87,675 | $0 | $0 | $87,675 |
| PENSION EXPENSE | $7,820 | $0 | $0 | $7,820 |
| POSTAGE AND SHIPPING | $2,114 | $0 | $0 | $2,114 |
| REPAIRS AND MAINTENANCE | $111,527 | $0 | $0 | $111,527 |
| UTILITIES | $124,124 | $0 | $0 | $124,124 |
| BANK FEES | $322 | $0 | $0 | $322 |
| FILING FEES | $1,080 | $0 | $0 | $1,080 |
| FUNDRAISING EXPENSE | $36,987 | $0 | $0 | $36,987 |
| REAL ESTATE FEE | $1,700 | $0 | $0 | $1,700 |
| REPAIRS AND MAINTENANCE | $16,107 | $16,107 | $16,107 | $0 |
| INSURANCE | $1,029 | $1,029 | $1,029 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL AND GAS ROYALTIES | $29,659 | $29,659 | $29,659 |
| MISCELLANEOUS INCOME | $172,595 | $172,595 | $172,595 |
| MISCELLANEOUS FARM INCOME | $93,755 | $93,755 | $93,755 |
| BOOKS, TAPES, AND POST CARDS | $146 | $146 | $146 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS PAYABLE | $7,300 | $3,550 |
| PENSION BENEFIT OBLIGATION | $663,565 | $660,016 |
| DEFERRED FEDERAL EXCISE TAX | $18,650 | $0 |
| CURRENT PORTION OF LTD | $0 | $8,645 |
| LONG-TERM DEBT | $0 | $41,689 |
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 | $115,334 | $115,334 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $49,704 | $0 | $0 | $49,704 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $30,750 | $0 | $0 | $30,750 |
| PAYROLL TAXES | $29,954 | $0 | $0 | $29,954 |
| PROPERTY TAXES | $7,610 | $0 | $0 | $7,610 |
| PROPERTY TAXES | $2,569 | $2,569 | $2,569 | $0 |
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