TIFFANY-THOMPSON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TIFFANY-THOMPSON FOUNDATION (EIN 46-3221995)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2018-10-08
- IRS object ID
- 201802819349100000
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-08T06:07:12-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060312590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cummings & Lockwood LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Isham 400 | AddressLine1Txt |
| City | W Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463221995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tiffany-Thompson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIFF | BusinessNameControlTxt |
| Phone | 8603134930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Cummings Lockwood75 Isham Rd 400 | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth T Thompson | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8603134930 | PhoneNum |
| Signature | 2018-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol J DeRosier | PreparerPersonNm |
| PTIN | P01246704 | PTIN |
| Phone | 8603134900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.10.71.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-08 | IPDt |
| IP Tm | 07:05:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 01EBBF516CB3F4896545BF4BC6B5093CAA086BE0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01EBBF516CB3F4896545BF4BC6B5093CAA086BE0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,316,311 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $620 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,926 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,078 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,506 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $167,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,354 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,354 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,253 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,607 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,607 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,655 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,381 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $165,042 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $110,558 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $102,439 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,362,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,466,670 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,158,491 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,848 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,612,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,632,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,316,311 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,612,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,632,609 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,612,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,612,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,632,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,612,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,632,609 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 Shs. Boeing Company | D | 1992-11-18 | 2018-02-20 | $70,591 | $3,631 | $66,960 | $66,960 |
| 250 Shs. JP Morgan Chase & Co. | D | 2009-07-30 | 2018-02-20 | $28,776 | $9,691 | $19,085 | $19,085 |
| 350 Shs. JP Morgan Chase & Co. | D | 1994-02-28 | 2018-02-20 | $40,286 | $6,499 | $33,787 | $33,787 |
| 359.68 Warrants WTS Kinder Morgan Hold Co. - Retired as worthless | D | 1953-10-07 | 2017-06-02 | $104 | -$104 | -$104 | |
| 600.32 Warrants WTS Kinder Morgan Hold Co. - Retired as worthless | D | 1960-07-15 | 2017-06-02 | $180 | -$180 | -$180 | |
| $50,000 Connecticut St Tax Ob SerA 3.875% due 8/1/2018 | D | 2009-02-27 | 2017-08-01 | $50,000 | $50,000 | $0 | $0 |
| Capital Gains Dividends | P | $21,958 | $21,958 | $21,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,506 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,295 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,915,375 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,946 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,761,394 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055039 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,374 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,816,481 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,486,869 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046810 | DistributionYr4Rt |
| Total Distribution | 0.202778 | TotalDistributionRt |
| Average Distribution | 0.050695 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,221,007 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,594 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,769 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,363 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $126,000 | 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 | $1,769 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,769 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $705 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $705 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,064 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Paul L Bourdeau Esquire | IndividualWithBooksNm |
| Phone | 8603134930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Isham Road Suite 400 | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Elizabeth T Thompson | ||||||||
| Geer Village 301 77 South Canaan Rd | Canaan | CT | 06018 | Trustee | 0.00 | $0 | $0 | $0 |
| Joseph W Sparveri Jr | ||||||||
| Cohn Reznick 76 Batterson Park Road | Farmington | CT | 060322571 | Trustee | 0.00 | $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 |
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 | $2,187,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,254,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,254,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,221,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,769 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,769 | TotalTaxAmt |
| Distributable Before Adj | $109,281 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,281 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,769 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $12,993 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $10,984 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,936 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,913 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,719 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,632 | 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 | $49,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,993 | ExcessFromYear4Amt |
| Excess From Year2 | $10,984 | ExcessFromYear2Amt |
| Excess From Year1 | $8,936 | ExcessFromYear1Amt |
| Excess From Current Year | $16,719 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Auxiliary for Community Health | |||||||
| PO Box 146 | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $3,000 |
| Beardsley & Memorial Library | |||||||
| 40 Munro Pl | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $17,500 |
| Colebrook Center Fire Department | |||||||
| PO Box 82 | Colebrook | CT | 06021 | None | Public | Current Use for General Charitable Purposes | $7,000 |
| Colebrook Historical Society Inc | |||||||
| PO Box 85 | Colebrook | CT | 06021 | None | Public | Current Use for General Charitable Purposes | $2,000 |
| Forge Volunteer Fire Company (Colebrook Volunteer Fire Department Inc) | |||||||
| 300 Colebrook River Road | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $14,500 |
| Friends of Main Street Winsted Winchester Inc | |||||||
| PO Box 18 | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $1,000 |
| North Canaan Volunteer Amublance Corp | |||||||
| PO Box 178 | North Canaan | CT | 06018 | None | Public | Current Use for General Charitable Purposes | $1,000 |
| Open Door Inc | |||||||
| PO Box 57 | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $3,500 |
| The Salvation Army | |||||||
| 1424 NE Express Way | Atlanta | GA | 30329 | None | Public | Current Use for General Charitable Purposes | $3,500 |
| Town of Colebrook (Colebrook Senior & Community Center) | |||||||
| PO Box 5 562 Colebrook Road | Colebrook | CT | 06021 | None | Public | Current Use for General Charitable Purposes | $3,500 |
| Winchester - Town of | |||||||
| 338 Main Street | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $33,500 |
| Winchester Historical Society | |||||||
| PO Box 206 | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $4,500 |
| Winsted Area Child Care Center Inc | |||||||
| 185 Prospect Street | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $10,500 |
| Winsted Area Volunteer Ambulance Association Inc | |||||||
| PO Box 56 | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $4,000 |
| Winsted Fire Department | |||||||
| 27 Elm Street PO Box 443 | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $6,000 |
| Winsted Health Center Foundation Inc | |||||||
| PO Box 888 | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $3,500 |
| Winsted Playground Association | |||||||
| 10 White Street | Winsted | CT | 06098 | None | Public | Current Use for General Charitable Purposes | $7,000 |
| Habitat for Humanity of NW Connecticut (This'N' That From Habitat) | |||||||
| PO Box 1 | Salisbury | CT | 06068 | None | Public | Current Use for General Charitable Purposes | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $620 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,078 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,002 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,002 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth Thompson | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Geer Village 301 77 South Canaan Ro | AddressLine1Txt |
| City | Canaan | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 Shs. Abbott Labs | $37,180 | $61,530 |
| 1,000 Shs. Abbvie Inc. | $47,400 | $98,940 |
| 3,200 Shs. Applied Materials Inc. | $51,472 | $162,496 |
| 1,000 Shs. Bristol Myers Squibb Co. | $50,330 | $52,620 |
| 650 Shs. Exxon Mobil Corp | $58,877 | $52,806 |
| 2,650 Shs. Intel Corp | $64,143 | $146,280 |
| 1,000 Shs. McDonald's Corp | $97,920 | $160,010 |
| 1,000 Shs. Pepsico Inc. | $80,220 | $100,250 |
| 600 Shs. Procter & Gamble Co. | $46,386 | $43,902 |
| 600 Shs. United Technologies Corp. | $67,200 | $74,892 |
| 1,000 Shs. Verizon Communications Inc. | $46,810 | $47,670 |
| 240 Shs. Zimmer Holdings Inc. | $20,042 | $26,762 |
| 6,032.538 Shs. John Hancock Disciplined Value Mid Cap Fund CL I | $107,259 | $140,437 |
| 350 Shs. Apple Inc | $23,615 | $65,405 |
| 500 Shs. Dominion Energy Inc. | $31,605 | $32,095 |
| 925 Shs. Nextera Energy Inc Com | $76,498 | $153,374 |
| 1,374 Shs. Comcast Corp New | $30,510 | $42,841 |
| 984 Shs. Enbridge Inc CAD | $36,790 | $30,573 |
| 600 Shs. Boeing Company | $71,424 | $211,296 |
| 13,388.066 Shs. Columbia Disciplined Small Cap Fund | $182,346 | $115,941 |
| 1,870 Shs. JP Morgan Chase & Co. | $98,643 | $200,109 |
| 6,951.341 Shs. MFS International Diversitication Fd CL I | $140,000 | $138,262 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $110,558 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $102,439 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Cummings & Lockwood LLC - Legal Fees | CategoryTxt |
| Legal Fees | $4,354 | LegalFeesAmt |
| Net Investment Income | $4,354 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| U.S. Post Office - Stamps | $49 | $49 | $0 |
| UBS Strategic Advisor - Fees | $15,569 | $14,133 | $0 |
| UBS - Loan Interest Charge | $71 | $71 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth T Thompson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Geer Village 301 77 South Canaan | AddressLine1Txt |
| Address Line2 | Road | AddressLine2Txt |
| City | Canaan | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06018 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $478 | $0 | $0 |
| United States Treasury - estimated tax fye 5/31/18 | $356 | $0 | $0 |