SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-01
- IRS object ID
- 201441219349100924
- Schema version
- 2013v3.0
- 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 Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-01T14:02:04-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061355927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND ADAMS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD ROAD | AddressLine1 |
| City | WILTON | City |
| State | CT | State |
| ZIP Code | 06897 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201277158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEIFERT FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEIF | BusinessNameControlTxt |
| Phone | 2037629000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD RD | AddressLine1 |
| City | WILTON | City |
| State | CT | State |
| ZIP Code | 06897 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA D SEIFERT | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 2037629000 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER VALKENBURGH | PreparerPersonNm |
| PTIN | P00313104 | PTIN |
| Phone | 2037629000 | PhoneNum |
| Preparation | 2014-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $638,953 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,209 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,518 | 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 |
| Other Prof Fees Rev And Expnss | $3,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,518 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,533 | CashBOYAmt |
| Cash EOY | $10,582 | CashEOYAmt |
| Cash EOYFMV | $10,582 | CashEOYFMVAmt |
| Other Investments BOY | $482,237 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $628,371 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $628,371 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $487,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $638,953 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $638,953 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $487,770 | UnrestrictedBOYAmt |
| Unrestricted EOY | $638,953 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $487,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $638,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $487,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $638,953 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $487,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $137,814 | OtherIncreasesAmt |
| Subtotal | $638,953 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $638,953 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SHS. BE AEROSPACE INC. | P | 2010-10-07 | 2013-02-25 | $2,594 | $1,584 | $1,010 | $1,010 |
| 50 SHS. KANSAS CITY SOUTHERN CO. | P | 2011-04-28 | 2013-02-25 | $4,851 | $2,906 | $1,945 | $1,945 |
| 75 SHS. LINCOLN ELECTRIC HOLDINGS | P | 2010-07-12 | 2013-02-25 | $4,101 | $1,925 | $2,176 | $2,176 |
| 200 SHS. SPX CORPORATION | P | 2009-01-14 | 2013-04-26 | $14,722 | $7,926 | $6,796 | $6,796 |
| 125 SHS. FS NETWORKS, INC. | P | 2011-10-17 | 2013-06-12 | $9,235 | $11,093 | -$1,858 | -$1,858 |
| 100 SHS. HANESBRANDS, INC. | P | 2011-11-16 | 2013-07-10 | $5,340 | $2,441 | $2,899 | $2,899 |
| 50 SHS. FLOWSERVE CORP. | P | 2009-10-29 | 2013-09-10 | $3,055 | $1,714 | $1,341 | $1,341 |
| 100 SHS. OCEANEERING INTERNATIONAL, INC. | P | 2011-04-28 | 2013-09-10 | $8,174 | $4,381 | $3,793 | $3,793 |
| 50 SHS. BE AEROSPACE INC. | P | 2010-10-07 | 2013-10-09 | $3,632 | $1,584 | $2,048 | $2,048 |
| 50 SHS. HANESBRANDS, INC. | P | 2011-11-16 | 2013-10-09 | $2,921 | $1,221 | $1,700 | $1,700 |
| 25 SHS. CORE LABORATORIES | P | 2011-09-23 | 2013-11-18 | $4,724 | $2,464 | $2,260 | $2,260 |
| 50 SHS. BE AEROSPACE INC. | P | 2010-10-07 | 2013-11-18 | $4,251 | $1,584 | $2,667 | $2,667 |
| 75 SHS. CHOICE HOTELS INTERNATIONAL | P | 2009-07-13 | 2013-11-18 | $3,516 | $1,903 | $1,613 | $1,613 |
| 75 SHS. FLOWSERVE CORP. | P | 2009-10-29 | 2013-11-18 | $5,337 | $2,571 | $2,766 | $2,766 |
| 75 SHS. HANESBRANDS, INC. | P | 2011-11-16 | 2013-11-18 | $5,226 | $1,831 | $3,395 | $3,395 |
| 75 SHS. HUNT J.B. TRANS. SVCS. | P | 2011-02-03 | 2013-11-18 | $5,556 | $3,065 | $2,491 | $2,491 |
| 50 SHS. KANSAS CITY SOUTHERN CO. | P | 2011-04-28 | 2013-11-18 | $6,248 | $2,906 | $3,342 | $3,342 |
| 75 SHS. LINCOLN ELECTRIC HOLDINGS | P | 2010-07-12 | 2013-11-18 | $5,382 | $1,925 | $3,457 | $3,457 |
| 50 SHS. PERRIGO CO. | P | 2011-08-16 | 2013-11-18 | $7,640 | $4,179 | $3,461 | $3,461 |
| 16 SHS. PERRIGO CO. | P | 2011-08-16 | 2013-12-27 | $2,486 | $1,337 | $1,149 | $1,149 |
| 84 SHS. PERRIGO CO. | P | 2011-08-18 | 2013-12-27 | $13,049 | $7,291 | $5,758 | $5,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $495,858 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080668 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,866 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $509,648 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $470,815 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,930 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $404,321 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101231 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,928 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $521,091 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088138 | DistributionYr5Rt |
| Total Distribution | 0.436498 | TotalDistributionRt |
| Average Distribution | 0.087300 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $576,843 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,358 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $575 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $1,163 | 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 | 0 | 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 | GREGORY AND ADAMS PC | IndividualWithBooksNm |
| Phone | 2037629000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD ROAD | AddressLine1 |
| City | WILTON | City |
| State | CT | State |
| ZIP Code | 06897 | ZIPCode |
| 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | CHAIR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JEFFREY SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| TIM SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 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 | $533,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $585,627 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $585,627 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $576,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,150 | TotalTaxAmt |
| Distributable Before Adj | $27,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,017 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,854 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,839 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,652 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,827 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $103,497 | 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 | $20,017 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,854 | ExcessFromYear4Amt |
| Excess From Year3 | $17,839 | ExcessFromYear3Amt |
| Excess From Year2 | $15,652 | ExcessFromYear2Amt |
| Excess From Year1 | $15,827 | ExcessFromYear1Amt |
| Excess From Current Year | $13,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|
| PHILIPPINE RED CROSS | ||||||||||
| PO BOX 280 | MANILA | RP | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $3,000 | ||||
| WOUNDED WARRIOR PROJECT | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $3,000 | PO BOX 758571 | TOPEKA | KS | 66675 | |||
| CENTER FOR CELIAC RESEARCH | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,000 | 100 CAMBRIDGE STREET 1310 | BOSTON | MA | 02114 | |||
| AMERICARES | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 | 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | |||
| CHILDREN'S HOSPITAL TRUST | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 | 1 AUTUMN STREET | BOSTON | MA | 02215 | |||
| DOCTORS WITHOUT BORDERS | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 | 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | |||
| EASTER SEALS NEW HAMPSHIRE | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 | 555 AUBURN STREET | MANCHESTER | NH | 03103 | |||
| FAMILYS IN TRANSITION | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 | 122 MARKET STREET | MANCHESTER | NH | 03101 | |||
| CROSSROADS FAMILY SHELTER | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 | 56 HARVE STREET | EAST BOSTON | MA | 02128 | |||
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 | 200 CONNECTICUT AVENUE | NORWALK | CT | 06854 | |||
| MANCHESTER REGIONAL YOUTH HOCKEY ASSOCIATION | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 | PO BOX 4953 | MANCHESTER | NH | 03108 | |||
| MEDICAL MISSION SISTERS | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 | 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | |||
| KAKENYA CENTER FOR EXCELLENCE | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 | 2100 PENNSYLVANIA AVE NW 525 | WASHINGTON | DC | 20037 | |||
| SALVATION ARMY KID'S CAFE | ||||||||||
| PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 | 121 CEDAR STREET | MANCHESTER | NH | 03101 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,309 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,518 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,518 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ALL EARNINGS FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS |
| 8 | ALL CAPITAL GAINS AND LOSSES FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $628,371 | BookValueAmt |
| EOYFMV | $628,371 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $137,814 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,130 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $19 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments