CHENEVERT FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHENEVERT FAMILY FOUNDATION INC (EIN 27-0886303)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-03
- IRS object ID
- 201700939349100305
- Schema version
- 2016v3.0
- Note
- A later return for the same period supersedes this one.
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-03T11:58:38-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 POWDER FOREST DR | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270886303 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHENEVERT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHEN | BusinessNameControlTxt |
| Phone | 8607296500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS R CHENEVERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8607287669 | PhoneNum |
| Signature | 2017-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Buggy | PreparerPersonNm |
| PTIN | P00512316 | PTIN |
| Phone | 8606789200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 159.246.20.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-27 | IPDt |
| IP Tm | 13:53:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AA421F75DA49A5AC9284B7DC027BEC2634D2411D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,151,151 | 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 |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $228,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,474,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $228,842 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $319,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,080 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,090 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $488 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,670 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,738 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,670 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $162,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $335,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $335,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,752,014 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,692,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,784,912 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $91,755 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,716 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,517 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,898,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,060,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,151,151 | 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 | $3,898,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,060,831 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,898,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,060,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,898,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,060,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,898,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $162,198 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,060,831 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,060,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - S/T ACCT 2442 | $561,035 | $596,526 | -$35,491 | -$35,491 |
| PUBLICLY TRADED SECURITIES - S/T ACCT 2442 | $1,856,815 | $1,589,605 | $267,210 | $267,210 |
| PUBLICLY TRADED SECURITIES - L/T ACCT 7088 | $57,123 | $60,000 | -$2,877 | -$2,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $228,842 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,053 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,165,466 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020867 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,807 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,258,251 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018513 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,320 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,523,290 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037629 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,814 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $788,570 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $53,588 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $110,515 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.484893 | DistributionYr5Rt |
| Total Distribution | 0.644094 | TotalDistributionRt |
| Average Distribution | 0.128819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,902,478 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $502,713 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,119 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $505,832 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $149,738 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,440 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,799 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA L CHENEVERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8607296500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS R CHENEVERT | ||||||||
| 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | CHAIRMAN AND PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBRA L CHENEVERT | ||||||||
| 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | SECRETARY AND TREASURER | 1.00 | $0 | $0 | $0 |
| LISA CHENEVERT KRAUSE | ||||||||
| 33 PORTAGE CROSSING | FARMINGTON | CT | 06032 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| SOPHIE CHENEVERT SCHILKE | ||||||||
| 3 BEAVER POND LANE | SOUTH SALEM | NY | 10590 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ONE CONTRIBUTION OF $100,000, AND ONE CONTRIBUTION OF 1,500 TO YALE NEW HAVEN HOSPITAL IN 2016. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | ONE CONTRIBUTION OF $20,000 TO THE FRIENDS OF HEC, MONTREAL IN 2016. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | ONE CONTRIBUTION OF $15,000 TO THE CONGRESSIONAL MEDAL OF HONOR FOUNDATION IN 2016. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | ONE CONTRIBUTION OF $1,500 TO AMERICAN DIABETES ASSOCIATION IN 2016. | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $3,727,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,961,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,961,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,902,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,239 | TotalTaxAmt |
| Distributable Before Adj | $188,885 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $188,885 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $188,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,738 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $149,738 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,738 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,394 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,800 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $41,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,738 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,738 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $39,147 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,147 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,047 | 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 | $2,047 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,047 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS R CHENEVERT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUIS R CHENEVERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT NO 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8607296500 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM REQUIRED; LETTER TO FOUNDATION MANAGER WILL SUFFICE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE PRIMARY ACTIVITIES OF THE FOUNDATION SHALL BE THE MAKING OF GRANTS TO DOMESTIC ORGANIZATIONS WHICH QUALIFY AS CHARITABLE, EDUCATIONAL AND/OR RELIGIOUS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND WHICH SHALL BE TAX EXEMPT UNDER SECTION 501(A), AND CONTRIBUTIONS TO WHICH SHALL BE TAX DEDUCTIBLE UNDER SECTION 170(C)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PC | TO FIND A CURE FOR TYPE 1 DIABETES | $1,500 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 101286804 | NONE | PC | TO WORK TO END ANIMAL CRUELTY | $1,000 |
| CONGRESSIONAL MEDAL OF HONOR FOUNDATION | |||||||
| 1501 LEE HIGHWAY SUITE 300 | ARLINGTON | VA | 22209 | NONE | PC | FUNDING FOR SCHOLARSHIPS TO SUPPORT OUTREACH OF MEDAL RECIPIENTS | $15,000 |
| FRIENDS OF HEC MONTREAL | |||||||
| 1725 l STREET NW SUITE 300 | WASHINGTON | DC | 01037 | NONE | PC | TO SUSTAIN EXCELLENCE IN EDUCATION | $20,000 |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | PC | TO SUPPORT THE HIGHEST QUALITY HEALTH CARE | $101,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,000 | 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 | $34 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,722 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $228,842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $319,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,606 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LUNCH #7088 - UTX STOCK | $2,158,422 | $2,198,868 |
| MERRILL LYNCH #2442 - CORPORATE STOCK | $1,291,075 | $1,335,652 |
| MERRILL LYNCH #7088 - CORPORATE STOCK | $242,896 | $250,392 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH #7088 - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $32,716 | BookValueAmt |
| EOYFMV | $30,517 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $5,090 | $5,090 | $0 |
| MEETING EXPENSE | $488 | $0 | $488 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $8 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INV. INCOME | CategoryTxt |
| Amt | $2,080 | Amt |
| Net Investment Income | $2,080 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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