MARIE G DENNETT FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARIE G DENNETT FOUNDATION INC (EIN 06-1060970)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2015-10-06
- IRS object ID
- 201532799349100708
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-06T17:13:17-07:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FCS&N LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 E Putnam Ave Suite 406 | AddressLine1Txt |
| City | Old Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061060970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marie G Dennett Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 2036611000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o FCSN 1700 E Putnam Ave | AddressLine1Txt |
| City | Old Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dennett W Goodrich | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anne M Piedade | PreparerPersonNm |
| PTIN | P01481450 | PTIN |
| Phone | 2036611000 | 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 | $6,205,237 | 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 | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $252,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,701 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $446,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,305,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $446,264 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $672 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $699,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $698,987 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,500 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $21,476 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,476 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,095 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $677 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,976 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,177 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $354,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $354,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $403,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,976 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $295,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $673,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $356,912 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $356,912 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,835,008 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,893,656 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,848,325 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,954,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,250,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,205,237 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $3 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $3 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,954,654 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,250,565 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,954,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,250,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,954,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,250,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,954,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $295,911 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,250,565 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,250,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Increases on Schedule A-2 | P | 2001-01-01 | 2015-01-06 | $1,140,373 | $670,280 | $470,093 | $470,093 |
| Decreases on Schedule B-1 | P | 2001-01-01 | 2015-01-06 | $164,651 | $188,480 | -$23,829 | -$23,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $446,264 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $316,299 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,434,301 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04916 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $294,516 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,102,886 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04826 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $332,951 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,807,790 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $201,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,433,099 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03700 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $184,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,711,494 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03916 | DistributionYr5Rt |
| Total Distribution | 0.23090 | TotalDistributionRt |
| Average Distribution | 0.04618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,548,248 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $302,398 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,730 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $309,128 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $357,677 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,730 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,730 | SubtotalAmt |
| Tax Based On Investment Income | $6,730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,493 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,493 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $4,742 | OverpaymentAmt |
| Applied To ES Tax | $4,742 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anne M Piedade Esq | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036297315 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/oFCSN1700 E Putnam 406 | AddressLine1Txt |
| City | Old Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Dennett W Goodrich | ||||||
| Fox Hill 475 10 Longwood Dr | Westwood | MA | 02090 | President/Ttee | 0.00 | $0 |
| Richard L Ramsey | ||||||
| 205 Hillpoint Road | Richmond | VA | 23233 | Trustee | 0.00 | $0 |
| John A Goodrich | ||||||
| 155 East 72nd Street | New York | NY | 10021 | Vice Pres/Ttee | 0.00 | $0 |
| Ramsey W Goodrich | ||||||
| 10 Wood House Road | Fairfield | CT | 06824 | Trustee | 0.00 | $0 |
| Langdon P Cook | ||||||
| 195 West Old Mill Road | Greenwich | CT | 06830 | Trustee | 0.00 | $0 |
| Richard H Ramsey | ||||||
| 205 Sunset Drive | Greensboro | NC | 27408 | Trustee | 0.00 | $0 |
| Everett Fisher | ||||||
| 45 Lismore Lane | Greenwich | CT | 06831 | Sec/Treas/Ttee | 0.00 | $0 |
| Anne M Piedade | ||||||
| 8 Vinton Avenue | Bedford | NY | 10506 | Asst Sec/Ttee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,454,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,647,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,647,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,548,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,730 | TotalTaxAmt |
| Distributable Before Adj | $320,682 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $320,682 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $320,682 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,677 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $357,677 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,730 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $350,947 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,682 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $13,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,677 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $320,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,995 | RemainingDistriFromCorpusAmt |
| Total Corpus | $50,612 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $50,612 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $13,617 | ExcessFromYear1Amt |
| Excess From Current Year | $36,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Att Anne M Piedade | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 East Putnam Ave Suite 406 | AddressLine1Txt |
| City | Old Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2036611000 | RecipientPhoneNum |
| Form And Info And Materials | All grant requests should be submitted in writing and should contain details on the specific program for which a grant is being requested. A copy of the organization's exemption letter issued by the Internal Revenue Service should accompany every grant request. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Per attached Schedule B-3 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | various | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | Public | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | various | GrantOrContributionPurposeTxt |
| Amt | $354,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $354,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $446,264 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cl Action - Motorola | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $672 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $699,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $699,659 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7,000 shs AT&T Inc. | $64,717 | $232,400 |
| 1,500 shs Exxon Mobil Corp. | $4,251 | $112,860 |
| 5,000 shs Royal Dutch Shell PLC | $138,719 | $264,600 |
| 4,000 shs Camden PPTY TR | $111,359 | $288,120 |
| 2,000 shs United Parce Svc Inc Cl B | $128,228 | $195,300 |
| 5,500 shs Consolidated Edison Inc. | $33,165 | $346,005 |
| 3,500 shs Dominion Res Inc VA New | $69,276 | $244,125 |
| 3,500 shs Duke Energy Corp. | $144,654 | $248,185 |
| 5,000 shs Verizon Communications Inc. | $88,594 | $230,050 |
| 6,000 shs General Electric Co. | $165,634 | $148,920 |
| 6,000 shs Dow Chemical Co. | $194,866 | $262,560 |
| 8,000 shs Plum Creek Timber Co. Inc. | $205,089 | $307,920 |
| 3,500 shs Procter & Gamble Co. | $207,879 | $247,345 |
| 8,000 shs Spectra Energy Corp. | $158,631 | $232,560 |
| 2,000 shares MetLife Inc. | $114,550 | $100,200 |
| 4,000 shs Nextera Energy Inc. | $72,926 | $393,640 |
| 4,000 shs Mondelez International -W/I | $91,389 | $169,440 |
| 5,000 shs Kinder Morgan Inc. Del | $196,913 | $162,050 |
| 7,000 shs Hilton Worldwide Holdings Inc. | $204,457 | $173,810 |
| 2,500 shs Williams Cos Inc | $95,121 | $120,500 |
| 3,500 Shs Abbott Laboratories | $134,999 | $158,515 |
| 1,500 shs Bank of Nova Scotia | $99,600 | $68,460 |
| 6,000 shs Blackstone Group LP | $216,248 | $205,500 |
| 5,000 shs Dunkin' Brands Group Inc. | $235,202 | $250,800 |
| 3,000 shs Bristol-Myers Squibb Co. | $194,300 | $178,410 |
| 8,500 shs Intel Corp. | $230,521 | $242,590 |
| 5,000 shs Pfizer Inc. | $150,217 | $161,100 |
| 6,000 shs STAG Industrial Inc. | $142,151 | $102,360 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fogarty Cohen Selby & Nemiroff LLC | CategoryTxt |
| Legal Fees | $7,000 | LegalFeesAmt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Hagendoorn & Edmond - D&O Insurance | Desc |
| Revenue And Expenses Per Books | $677 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $677 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cl Action - Motorola | Desc |
| Revenue And Expenses Per Books | $672 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $3 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BNY - custodian fee | $1,269 | $1,269 | $0 | $0 |
| BNY - Tax Summary Letter | $325 | $325 | $0 | $0 |
| Moors & Cabot - management fee | $19,882 | $19,882 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2013 balance due | $8,891 |
| 2014 estimated payments | $11,204 |
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