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SAGE & DICE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SAGE & DICE FOUNDATION (EIN 20-6771152)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201443219349101729
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T13:09:15-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060934773PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FILOMENO & COMPANY PC CPA'SBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 SOUTH MAIN STREETAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06107ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206771152EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAGE & DICE FOUNDATIONBusinessNameLine1
Business Name Line2C/O WILLIAM C STONE TRUSTEEBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlSAGEBusinessNameControlTxt
Phone8602984506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 GULF SHORE BLVD NORTHAddressLine1
CityNAPLESCity
StateFLState
ZIP Code34102ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM STONEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8602984506PhoneNum
Signature2014-10-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J FILOMENO CPAPreparerPersonNm
PTINP00358544PTIN
Phone8605610020PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,450,333FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$68,294ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,577InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,577InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$69,871TotalRevAndExpnssAmt
Total Net Invst Incm$1,577TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,838AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$613AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$2,450TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$613TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$281,009ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$281,009ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$283,459TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,838TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$281,622TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$213,588ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,563,921SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,450,333SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,450,333SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,563,921TotalAssetsBOYAmt
Total Assets EOY$1,450,333TotalAssetsEOYAmt
Total Assets EOYFMV$1,450,333TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,563,921RetainedEarningBOYAmt
Retained Earning EOY$1,450,333RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,563,921TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,450,333TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,563,921TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,450,333TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,563,921TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$213,588ExcessRevenueOverExpensesAmt
Other Increases$100,000OtherIncreasesAmt
Subtotal$1,450,333SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,450,333TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,251,230AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,629,816NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.767712DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,401,386AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,253,807NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.738023DistributionYr2Rt
Adjusted Qlfy Distri Yr3$276,245AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,226,232NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052857DistributionYr3Rt
Adjusted Qlfy Distri Yr4$356,848AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,520,982NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064635DistributionYr4Rt
Adjusted Qlfy Distri Yr5$315,949AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,880,796NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053726DistributionYr5Rt
Total Distribution1.676953TotalDistributionRt
Average Distribution0.335391AverageDistributionRt
Net Vl Noncharitable Assets$1,438,695NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$482,525AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$482,525AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$281,622QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$902EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$902TotalPaymentsAndCreditsAmt
Overpayment$902OverpaymentAmt
Applied To ES Tax$902AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksWILLIAM C STONEIndividualWithBooksNm
Phone8602984506PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1425 GULF SHORE BLVD NORTHAddressLine1
CityNAPLESCity
StateFLState
ZIP Code34102ZIPCode
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
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM C STONE
425 GULF SHORE BLVD NORTHNAPLESFL34102TRUSTEE0.50$0$0$0
MARY R STONE
425 GULF SHORE BLVD NORTHNAPLESFL34102TRUSTEE0.50$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,460,604AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,460,604TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,460,604AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,909CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,438,695NetVlNoncharitableAssetsAmt
Minimum Investment Return$71,935MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$71,935MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$71,935DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$71,935DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$71,935DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$281,622ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$281,622QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$281,622AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,935DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$77,185ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,431ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,238,898ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,169,763ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,501,277TotalExcessDistributionCyovAmt
Qualifying Distributions$281,622QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$71,935AppliedToCurrentYearAmt
Remaining Distri From Corpus$209,687RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,710,964TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,710,964ExcessDistriCyovToNextYrAmt
Excess From Year4$77,185ExcessFromYear4Amt
Excess From Year3$15,431ExcessFromYear3Amt
Excess From Year2$2,238,898ExcessFromYear2Amt
Excess From Year1$1,169,763ExcessFromYear1Amt
Excess From Current Year$209,687ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VAMC CONNECTICUT VOLUNTARY SERVICES
950 CAMPBELL AVENUEWEST HAVENCT06516NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
CELEBRATE WINDSOR
261 BROAD STREETWINDSORCT06095NONEPUBLIC CHARITYGENERAL SUPPORT$180,009
UNIVERSITY OF SOUTHERN INDIANA FOUNDATION
8600 UNIVERSITY BOULEVARDEVANSVILLEIN47712NONEPUBLIC CHARITYGENERAL SUPPORT$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$281,009TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,577ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,577ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,577TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMR MRS WILLIAM C STONEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112 DEER RIDGE ROADAddressLine1
CityAVONCity
StateCTState
ZIP Code06001ZIPCode
FieldValueIRS element (for citing)
Total Contributions$68,294TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,450Amt
Net Investment Income$1,838NetInvestmentIncomeAmt
Disbursements Charitable Prps$613DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNCLEARED CHECKDescription
Amount$100,000Amount

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