SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-04
IRS object ID
201631259349100908
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-04T15:39:43-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061355927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREGORY AND ADAMS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 OLD RIDGEFIELD ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201277158EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SEIFERT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEIFBusinessNameControlTxt
Phone2037629000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 OLD RIDGEFIELD RDAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA D SEIFERTPersonNm
Person TitleCHAIRPersonTitleTxt
Phone2037629000PhoneNum
Signature2016-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROGER VALKENBURGHPreparerPersonNm
PTINP00313104PTIN
Phone2037629000PhoneNum
Preparation2016-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$564,942FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,965DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,965DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$57,263NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$195,819GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$57,263CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$61,228TotalRevAndExpnssAmt
Total Net Invst Incm$61,228TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$3,443OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,468TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,468TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,760ExcessRevenueOverExpensesAmt
Net Investment Income$61,228NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,672CashBOYAmt
Cash EOY$8,196CashEOYAmt
Cash EOYFMV$8,196CashEOYFMVAmt
Other Investments BOY$605,502OtherInvestmentsBOYAmt
Other Investments EOY$556,746OtherInvestmentsEOYAmt
Other Investments EOYFMV$556,746OtherInvestmentsEOYFMVAmt
Total Assets BOY$627,174TotalAssetsBOYAmt
Total Assets EOY$564,942TotalAssetsEOYAmt
Total Assets EOYFMV$564,942TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$627,174UnrestrictedBOYAmt
Unrestricted EOY$564,942UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$627,174TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$564,942TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$627,174TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$564,942TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$627,174TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,760ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$639,934SubtotalAmt
Other Decreases$74,992OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$564,942TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
700 SHS. SAPINET CORP.P2010-08-132015-01-05$17,365$7,340$10,025$10,025
87 SHS. KLX INC.P2010-10-072015-01-05$3,509$1,558$1,951$1,951
150 SHS. OCEANEERING INTERNATIONAL, INC.P2011-04-282015-01-15$7,695$6,572$1,123$1,123
50 SHS. COGNIZANT TECHNOLOGY SOLUTIONS CORP.P2008-05-022015-03-27$3,130$826$2,304$2,304
25 SHS. HARMAN INTERNATIONAL INDUSTRIES, INC.P2013-10-102015-03-27$3,329$1,666$1,663$1,663
175 SHS. FLOWSERVE CORP.P2009-10-292015-06-29$8,994$5,998$2,996$2,996
175 SHS. LINCOLN ELECTRIC HOLDINGS, INC.P2010-07-122015-07-17$10,330$4,492$5,838$5,838
25 SHS. METTLER-TOLEDO INTERNATIONALP2011-07-292015-07-30$8,523$3,966$4,557$4,557
200 SHS. SCRIPPS NETWORKS INTERACTIVEP2010-08-132015-08-17$11,681$8,361$3,320$3,320
50 SHS. CAVIUM INC.P2011-10-172015-08-17$3,655$1,527$2,128$2,128
450 SHS. PLAINS GP HOLDINGS LP CLASS AP2015-03-132015-09-14$8,037$12,387-$4,350-$4,350
200 SHS. BORGWARNER, INC.P2014-01-162015-09-24$7,581$11,365-$3,784-$3,784
125 SHS. AIRGAS, INC.P2015-02-222015-10-02$10,895$10,133$762$762
4.38 SHS. BROWN FORMAN CORP. CLASS BP2007-06-272015-10-08$461$169$292$292
20.63 SHS. BROWN FORMAN CORP. CLASS BP2007-06-282015-10-08$2,175$805$1,370$1,370
50 SHS. MCCORMICK & CO.P2014-06-232015-10-08$4,145$3,566$579$579
25 SHS. ANSYS, INC.P2009-07-132015-10-09$2,288$734$1,554$1,554
75 SHS. COGNIZANT TECHNOLOGY SOLUTIONS CORP.P2008-09-042015-10-09$4,988$1,079$3,909$3,909
75 SHS. AQUA AMERICA INC.P2006-08-312015-10-09$2,022$1,382$640$640
50 SHS. MAXIMUS, INC.P2013-07-102015-10-09$3,167$1,790$1,377$1,377
64 SHS. CYBERONICS, INC.P2012-08-022015-10-16$4,441$2,757$1,684$1,684
161 SHS. CYBERONICS, INC.P2012-08-062015-10-16$11,172$7,123$4,049$4,049
225 SHS. LIVANOVA PLCP2015-10-162015-11-10$14,158$15,613-$1,455-$1,455
712.25 1919 FINANCIAL SERVICES FUND IP2010-09-152015-11-12$14,990$7,545$7,445$7,445
100 SHS. ROCKWELL AUTOMATIC CORP.P2014-03-262015-11-13$10,281$12,282-$2,001-$2,001
709.89 SHS. 1010 FINANCIAL SERVICES, INC.P2010-09-152015-11-16$14,990$7,520$7,470$7,470
CAPITAL GAINS DIVIDENDSP$1,817$1,817$1,817
FieldValueIRS element (for citing)
Capital Gain Net Income$57,263CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$623,569NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065751DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$576,843NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071077DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$495,858NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.080668DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,866AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$509,648NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080185DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,620AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$470,815NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.086276DistributionYr5Rt
Total Distribution0.383957TotalDistributionRt
Average Distribution0.076791AverageDistributionRt
Net Vl Noncharitable Assets$620,779NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$47,670AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$612NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,282AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,225InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,225SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,225TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$25EsPenaltyAmt
Tax Due$1,250TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGREGORY AND ADAMS PCIndividualWithBooksNm
Phone2037629000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 OLD RIDGEFIELD ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA SEIFERT
190 OLD RIDGEFIELD ROADWILTONCT06897CHAIR0.00$0$0$0
CHRISTOPHER SEIFERT
190 OLD RIDGEFIELD ROADWILTONCT06897BOARD MEMBER0.00$0$0$0
JEFFREY SEIFERT
190 OLD RIDGEFIELD ROADWILTONCT06897BOARD MEMBER0.00$0$0$0
TIM SEIFERT
190 OLD RIDGEFIELD ROADWILTONCT06897BOARD MEMBER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$610,530AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,702AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$630,232TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$630,232AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,453CashDeemedCharitableAmt
Net Vl Noncharitable Assets$620,779NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,039MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,039MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,225TaxBasedOnInvestmentIncomeAmt
Total Tax$1,225TotalTaxAmt
Distributable Before Adj$29,814DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,814DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,814DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,814DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$17,839ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,652ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,827ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,308ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,848ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$73,474TotalExcessDistributionCyovAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,814AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,186RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$88,660TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$17,839ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$70,821ExcessDistriCyovToNextYrAmt
Excess From Year4$15,652ExcessFromYear4Amt
Excess From Year3$15,827ExcessFromYear3Amt
Excess From Year2$13,308ExcessFromYear2Amt
Excess From Year1$10,848ExcessFromYear1Amt
Excess From Current Year$15,186ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902PUBLIC CHARITYNONEGENERAL SUPPORT$10,000
CRESTED BUTTE COMMUNITY SCHOOL SOCCER FUND
818 RED LADY AVENUECRESTED BUTTECO81224PUBLIC CHARITYNONEGENERAL SUPPORT$3,000
CRESTED BUTTE COMMUNITY SCHOOL SECONDARY TEACHERS FUND
818 RED LADY AVENUECRESTED BUTTECO81224PUBLIC CHARITYNONEGENERAL SUPPORT$3,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUENEW YORKNY10001PUBLIC CHARITYNONEGENERAL SUPPORT$10,000
EASTER SEALS NEW HAMPSHIRE
555 AUBURN STREETMANCHESTERNH03103PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
FAMILIES IN TRANSITION
122 MARKET STREETMANCHESTERNH03101PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREETBOSTONMA02130PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
JUVENILE DIABETES RESEARCH FOUNDATION
200 CONNECTICUT AVENUENORWALKCT06854PUBLIC CHARITYNONEGENERAL SUPPORT$5,000
MANCHESTER REGIONAL YOUTH HOCKEY ASSOCIATION
PO BOX 4953MANCHESTERNH03108PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
MASS GENERAL CELIAC RESEARCH CENTER
100 CAMBRIDGE STREETBOSTONMA02114PUBLIC CHARITYNONEGENERAL SUPPORT$3,000
CRESTED BUTTE COMMUNITY SCHOOL HOCKEY FUND
818 RED LADY AVENUECRESTED BUTTECO81224PUBLIC CHARITYNONEGENERAL SUPPORT$3,000
NEADS DOGS FOR DEAF AND DISABLED
PO BOX 1100PRINCETONMA01541PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
HOPE FOR NH RECOVERY
140 CENTRAL STREETMANCHESTERNH03103PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
MEDICAL MISSION SISTER
8400 PINE ROADPHILADELPHIAPA19111PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
SALVATION ARMY KIDS CAFE
121 CEDAR STREETMANCHESTERNH03101PUBLIC CHARITYNONEGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,965ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$57,263ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$61,228ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,228TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4ALL EARNINGS FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS
8ALL CAPITAL GAINS AND LOSSES FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$556,746BookValueAmt
EOYFMV$556,746EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$74,992Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$3,443Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$25Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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