WINGS FOR THINGS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WINGS FOR THINGS FOUNDATION INC (EIN 46-1160696)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-01
- IRS object ID
- 201833059349100008
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-01T10:29:46-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455221053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIRE GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WALNUT AVE SUITE 103 | AddressLine1Txt |
| City | CLARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461160696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINGS FOR THINGS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WING | BusinessNameControlTxt |
| Phone | 2033041920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 BENNETTS BRIDGE ROAD | AddressLine1Txt |
| City | SANDY HOOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE COLLINS | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2033041920 | PhoneNum |
| Signature | 2018-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PARNESS | PreparerPersonNm |
| PTIN | P00057553 | PTIN |
| Phone | 7323818887 | PhoneNum |
| Preparation | 2018-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.248.167.217 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-23 | IPDt |
| IP Tm | 11:51:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6365EC646D56BE2B45F5587A4FB32164BBC47BB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6365EC646D56BE2B45F5587A4FB32164BBC47BB7 | 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 | $27,444,630 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $840,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $827,057 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $840,237 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $393,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,009,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $393,871 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,234,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,220,928 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $840,237 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,289 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $50,000 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $178,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $252,622 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $50,000 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,520,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,520,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,772,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $50,000 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,520,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$538,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,211,639 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $790,237 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,724,742 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $935,357 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $935,357 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,740,225 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,618,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,201,663 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,920,151 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,059,490 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,221,749 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,852,244 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,085,861 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,085,861 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,237,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,698,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,444,630 | 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 | $25,237,362 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,698,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,237,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,698,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,237,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,698,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,237,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$538,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,698,848 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,698,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY INV. - ACCT 8668 | 2017-04-25 | 2017-10-26 | $205,700 | $207,996 | -$2,296 | -$2,296 |
| FIDELITY INV. - ACCT 8668 | 2015-01-20 | 2017-02-21 | $3,290,516 | $3,288,302 | $2,214 | $2,214 |
| FIDELITY INV. - ACCT 8669 | 2016-12-12 | 2017-08-03 | $560,038 | $616,031 | -$55,993 | -$55,993 |
| FIDELITY INV. - ACCT 8669 | 2012-12-28 | 2017-08-03 | $1,479,336 | $1,229,091 | $250,245 | $250,245 |
| FIDELITY INV. - ACCT 8670 | 2016-12-01 | 2017-02-02 | $1,169,488 | $1,033,771 | $135,717 | $135,717 |
| FIDELITY INV. - ACCT 8670 | 2016-12-01 | 2017-12-07 | $304,538 | $240,554 | $63,984 | $63,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $393,871 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $77,428 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,150,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,755,493 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048410 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,251,465 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,922,281 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.163207 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,601,788 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,676,315 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139309 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,766,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,430,530 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.179263 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $200,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,331,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017650 | DistributionYr5Rt |
| Total Distribution | 0.547839 | TotalDistributionRt |
| Average Distribution | 0.109568 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,766,796 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,604,080 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,616,196 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,520,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,130 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,130 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $170 | EsPenaltyAmt |
| Overpayment | $28,727 | OverpaymentAmt |
| Applied To ES Tax | $28,727 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SUZANNE COLLINS | IndividualWithBooksNm |
| Phone | 2033041920 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 BENNETTS BRIDGE ROAD | AddressLine1Txt |
| City | SANDY HOOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06482 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SUZANNE M COLLINS | ||||||||
| 320 POST ROAD WEST | WESTPORT | CT | 06880 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHARLES ALLEN PRYOR | ||||||||
| 320 POST ROAD WEST | WESTPORT | CT | 06880 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHARLES ANDREW PRYOR | ||||||||
| 320 POST ROAD WEST | WESTPORT | CT | 06880 | VICE PRESIDENT | 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 | $22,535,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,593,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,128,727 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,128,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $361,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,766,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,188,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,188,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,233 | TotalTaxAmt |
| Distributable Before Adj | $1,164,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,164,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,164,107 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,520,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,520,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,520,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,164,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,639,496 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,601,788 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,297,636 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,095 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,548,015 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,520,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,164,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $355,893 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,903,908 | 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 | $6,903,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,639,496 | ExcessFromYear4Amt |
| Excess From Year3 | $2,601,788 | ExcessFromYear3Amt |
| Excess From Year2 | $2,297,636 | ExcessFromYear2Amt |
| Excess From Year1 | $9,095 | ExcessFromYear1Amt |
| Excess From Current Year | $355,893 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC RELIEF SERVICES | |||||||
| P O BOX 17090 | BALTIMORE | MD | 212970303 | UNRELATED | N/A | TO ASSIST IN ALLEVIATING HUNGER | $100,000 |
| CONNECTICUT FOOD BANK | |||||||
| 150 BRADLEY STREET | EAST HAVEN | CT | 06512 | UNRELATED | N/A | TO ASSIST IN ALLEVIATING HUNGER | $200,000 |
| MSF USA (DOCTORS WITHOUT BORDERS) | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | UNRELATED | N/A | TO ASSIST IN THE PROMOTION OF ARTS AND CULTURE | $100,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | UNRELATED | N/A | TO ASSIST IN THE MISSION TO SERVE, TEACH, AND DISCOVER WITHIN A CULTURE DEVOTED TO PATIENT CARE, EDUCATION, AND RESEARCH | $100,000 |
| OPERATION HOMEFRONT | |||||||
| 1355 CENTRAL PARKWAY S SUITE 100 | SAN ANTONIO | TX | 78232 | UNRELATED | N/A | TO ASSIST IN PROVIDING EMERGENCY FINANCIAL ASSISTANCE TO FAMILIES OF SERVICE MEMBERS AND WOUNDED WARRIORS | $100,000 |
| REACH NEWTON | |||||||
| 21 THE BOULEVARD | NEWTON | CT | 06470 | UNRELATED | N/A | TO ASSIST IN THEIR MISSION OF YOUTH DEVELOPMENT AND SELF-ESTEEM ENHANCEMENT | $270,000 |
| ST JUDE'S CHILDREN'S HOSPITAL | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | UNRELATED | N/A | TO ASSIST WITH RESEARCH FOR CHILDREN'S DISEASE | $50,000 |
| FAITH FOOD PANTRY | |||||||
| 102 FRONT STREET | NETTLETON | MS | 38858 | UNRELATED | N/A | TO ASSIST IN ALLEVIATING HUNGER IN THE UNITED STATES | $400,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 58 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | UNRELATED | N/A | TO ASSIST THE SOCIETY IN BEING ABLE TO OFFER PERSON-TO-PERSON SERVICE TO THOSE WHO ARE NEEDY AND SUFFERING IN THE TRADITION OF ITS FOUNDER, BLESSED FREDERIC OZANAM, AND PATRON,ST. VINCENT DE PAUL | $50,000 |
| ALABAMA SCHOOL OF FINE ARTS | |||||||
| 1800 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | UNRELATED | N/A | TO ASSIST IN THE PROMOTION OF ARTS AND CULTURE | $50,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | UNRELATED | N/A | TO ASSIST IN THE PREVENTION AND ALLEVIATION OF HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,520,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $840,237 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $393,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,234,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,234,108 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $11,059,490 | EOYBookValueAmt |
| EOYFMV | $11,221,749 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $9,618,140 | EOYBookValueAmt |
| EOYFMV | $12,201,663 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $15,165 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $112,246 | $126,476 | $126,476 |
| UNAMORTIZED COST BASIS ADJ | $2,739,998 | $2,959,385 | $2,959,385 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $178,168 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $50,000 | $0 | $50,000 | $0 |
| FOREIGN TAXES | $9,289 | $9,289 | $0 | $0 |
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