SKY BIGHT FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SKY BIGHT FOUNDATION INC (EIN 22-3514004)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201501319349101680
- Schema version
- 2014v5.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T14:05:48-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061071692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPER & WHITFIELD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 FARMINGTON AVENUE | AddressLine1Txt |
| City | FARMINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223514004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKY BIGHT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKYB | BusinessNameControlTxt |
| Phone | 8602934135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 PERKINS STREET | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY T WATERMAN | PersonNm |
| Person Title | VICE PRESIDENT /SECRETARY | PersonTitleTxt |
| Phone | 8603137008 | PhoneNum |
| Signature | 2015-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W SCOTT GOETJEN | PreparerPersonNm |
| PTIN | P00145918 | PTIN |
| Phone | 8606779188 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,863,218 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,561 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,916 | 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 |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,958 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,974 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,958 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,201 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,985 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $643,890 | CorporateStockBOYAmt |
| Corporate Stock EOY | $624,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,861,233 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $646,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $626,021 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,863,218 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $646,091 | CapitalStockBOYAmt |
| Capital Stock EOY | $626,021 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $646,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $626,021 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $646,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $626,021 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $646,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,070 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $626,021 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $626,021 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1,600 SHS BARNES GROUP INC | PropertyDesc |
| Acquired | 1960-01-31 | AcquiredDt |
| Sold | 2014-11-25 | SoldDt |
| Gross Sales Price | $59,561 | GrossSalesPriceAmt |
| Gain Or Loss | $59,561 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $59,561 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,561 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,614,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,835 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,327,400 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047337 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,268,719 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039962 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,021,755 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038904 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,938 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $848,663 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078875 | DistributionYr5Rt |
| Total Distribution | 0.245783 | TotalDistributionRt |
| Average Distribution | 0.049157 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,872,204 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,032 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $810 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,842 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $219 | 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 |
| Individual With Books | GREG T WATERMAN | IndividualWithBooksNm |
| Phone | 8603137008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | US TRUST 29 SOUTH MAIN STREET | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA HACKMAN FRANKLIN | ||||||||
| 1875 PERKINS STREET | BRISTOL | CT | 06010 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| WALLACE BARNES | ||||||||
| 1875 PERKINS STREET | BRISTOL | CT | 06010 | CHAIR | 0.00 | $0 | $0 | $0 |
| GREGORY T WATERMAN US TRUST | ||||||||
| 29 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | VP/SECRETARY | 0.00 | $0 | $0 | $0 |
| JARRE B BETTS | ||||||||
| 1924 PERKINS STREET | BRISTOL | CT | 06010 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| THOMAS O BARNES | ||||||||
| 1900 PERKINS STREET | BRISTOL | CT | 06010 | 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 | $1,891,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,900,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,900,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,872,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,619 | TotalTaxAmt |
| Distributable Before Adj | $91,991 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,991 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,991 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,991 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,912 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,912 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $89,703 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALLACE BARNES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRISTOL BOYS & GIRLS CLUB | ||||||
| 105 LAUREL STREET | BRISTOL | CT | 06010 | PUBLIC | BUILDING CAMPAIGN | $15,000 |
| BRISTOL HISTORICAL SOCIETY | ||||||
| 98 SUMMER STREET | BRISTOL | CT | 06010 | PUBLIC | NEW ROOF CAMPAIGN | $5,000 |
| BRISTOL VETERANS COUNCIL | ||||||
| PO BOX 2634 | BRISTOL | CT | 06011 | PUBLIC | REVOLUTIONARY WAR MONUMENT | $2,500 |
| CONNECTICUT INSTITUTE FOR THE BLIND INC (DBA OAK HILL) | ||||||
| 120 HOLCOMB STREET | HARTFORD | CT | 06112 | PUBLIC | CHAPTER 126 SPORTS & FITNESS CENTER PROJECT | $5,000 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| 55 SOUTH STREET | BRISTOL | CT | 06010 | PUBLIC | GENERAL FUND | $900 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| 55 SOUTH STREET | BRISTOL | CT | 06010 | PUBLIC | WALLY BARNES FUND FOR COMMUNITY LEADERSHIP INITIATIVES | $4,000 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| 55 SOUTH STREET | BRISTOL | CT | 06010 | PUBLIC | FRIENDS CAMPAIGN | $2,500 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| 55 SOUTH STREET | BRISTOL | CT | 06010 | PUBLIC | BRISTOL BOYS AND GIRLS CLUB | $25,000 |
| NEW ENGLAND CAROUSEL MUSEUM | ||||||
| 95 RIVERSIDE AVENUE | BRISTOL | CT | 06010 | PUBLIC | NEW ROOF/AIR CONDITIONER CAMPAIGN | $5,000 |
| NUTMEG SYMPHONY ORCHESTRA | ||||||
| PO BOX 2154 | BRISTOL | CT | 06011 | PUBLIC | CLASSICAL MUSIC CONCERTS & MUSICAL SERVICES FOR BRISTOL, FARMINGTON VALLEY & NORTHWESTERN CT RES. | $2,500 |
| SALEM ACADEMY CHARTER SCHOOL FOUNDATION INC | ||||||
| 45 CONGRESS STREET | SALEM | MA | 01970 | PUBLIC | ANNUAL FUND | $900 |
| SHEPARD MEADOW THERAPEUTIC RIDING CENTER INC | ||||||
| 733 HILL STREET | BRISTOL | CT | 06010 | PUBLIC | A ROOF FOR ALL SEASONS CAMPAIGN | $5,000 |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | ||||||
| 5255 LOUIGHBORO ROAD NW | WASHINGTON | DC | 20016 | PUBLIC | SPECIAL CARE NURSERY | $900 |
| CONNECTICUT GOLF FOUNDATION INC FIRST TEE OF CONNECTICUT | ||||||
| 55 GOLF CLUB ROAD | CROMWELL | CT | 06416 | PUBLIC | GOLF INSTRUCTION & LIFE SKILLS FOR UNDERPRIVILEDGED YOUTH | $900 |
| UNITED NATIONS FOUNDATION | ||||||
| 1800 MASSACHUSETTS AVE NW SUITE 400 | WASHINGTON | DC | 20036 | PUBLIC | NOTHING BUT NETS CAMPAIGN | $900 |
| WINNING THE FIGHT | ||||||
| 701 WARREN ROAD | LUTZ | FL | 33548 | PUBLIC | NEUROSCIENCE RESEARCH | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,900 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,351 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,062 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,062 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BARNES GROUP INC | StockNm |
| EOY Book Value | $624,036 | EOYBookValueAmt |
| EOYFMV | $1,861,233 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CT SECY OF STATE ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TRUST, INVESTMENT FEES | CategoryTxt |
| Amt | $1,958 | Amt |
| Net Investment Income | $1,958 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2013 EXCISE TAX | $574 | $0 | $0 |
| 2014 ESTIMATED EXCISE TAX | $1,400 | $0 | $0 |
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