SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201321269349100702
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T14:21:50-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061355927 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND ADAMS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201277158 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEIFERT FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SEIF | NameControl |
| Phone | 2037629000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA D SEIFERT | Name |
| Title | CHAIR | Title |
| Phone | 2037629000 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER VALKENBURGH | Name |
| PTIN | P00313104 | PTIN |
| Phone | 2037629000 | Phone |
| Date Prepared | 2013-04-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 487770 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 8661 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8661 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22331 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 100339 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22331 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 30992 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30992 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2753 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 17 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2770 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 40000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 40000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 42770 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -11778 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30992 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6135 | CashBOY |
| Cash EOY | 5534 | CashEOY |
| Cash EOYFMV | 5534 | CashEOYFMV |
| Investments Other BOY | 454349 | InvestmentsOtherBOY |
| Investments Other EOY | 482236 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 482236 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 460484 | TotalAssetsBOY |
| Total Assets EOY | 487770 | TotalAssetsEOY |
| Total Assets EOYFMV | 487770 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 460484 | UnrestrictedBOY |
| Unrestricted EOY | 487770 | UnrestrictedEOY |
| Total Net Assets BOY | 460484 | TotalNetAssetsBOY |
| Total Net Assets EOY | 487770 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 460484 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 487770 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 460484 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -11778 | ExcessOfRevenueOverExpenses |
| Other Increases | 39064 | OtherIncreases |
| Subtotal | 487770 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 487770 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 150 SHS. CLEAN HARBORS, INC. | P | 2012-03-05 | 2012-09-20 | 7409 | 10014 | -2605 | -2605 |
| 75 SHS. COACH, INC. | P | 2010-02-23 | 2012-02-22 | 5555 | 2740 | 2815 | 2815 |
| 75 SHS. SCHLUMBERGER, LTD. | P | 2010-01-07 | 2012-02-22 | 5987 | 5201 | 786 | 786 |
| 250 SHS. MEDCOHEALTH SOLUTIONS | P | 2008-09-05 | 2012-02-28 | 16955 | 12067 | 4888 | 4888 |
| 450 SHS. AECOM TECHNOLOGY CORP. | P | 2010-07-09 | 2012-05-15 | 7987 | 10650 | -2663 | -2663 |
| 100 SHS. AECOM TECHNOLOGY CORP. | P | 2010-07-12 | 2012-05-15 | 1775 | 2365 | -590 | -590 |
| 700 SHS. ABB LTD. SPONSORED ADR | P | 2009-04-14 | 2012-06-26 | 10796 | 8693 | 2103 | 2103 |
| 175 SHS. GOODRICH CORP. | P | 2007-08-23 | 2012-07-27 | 22313 | 10651 | 11662 | 11662 |
| 125 SHS. SCHLUMBERGER LTD. | P | 2010-07-01 | 2012-08-14 | 9340 | 8669 | 671 | 671 |
| .5 SHS. BROWN FORMAN CORP. | P | 2007-06-27 | 2012-12-10 | 31 | 19 | 12 | 12 |
| 67 SHS. BRONW FORMAN CORP. | P | 2007-06-27 | 2012-12-10 | 4342 | 2582 | 1760 | 1760 |
| 50 SHS. CERNER CORP. | P | 2007-10-19 | 2012-12-10 | 3905 | 1492 | 2413 | 2413 |
| 75 SHS. DRESSER-RAND GROUP | P | 2010-10-25 | 2012-12-10 | 3944 | 2865 | 1079 | 1079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22331 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40866 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 509648 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080185 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 40620 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 470815 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.086276 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 40930 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 404321 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.101231 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 45928 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 521091 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.088138 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 41000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 582732 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.070358 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.426188 | TotalDistributionRatio |
| Average Distribution Ratio | 0.085238 | AverageDistributionRatio |
| Net Noncharitable Assets | 495858 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 42266 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 310 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 42576 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 620 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 620 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 620 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Tax Due | 623 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GREGORY AND ADAMS PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2037629000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 480658 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22751 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 503409 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 503409 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7551 | CashDeemedCharitable |
| Net Noncharitable Assets | 495858 | NetNoncharitableAssets |
| Minimum Investment Return | 24793 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24793 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 620 | TaxBasedOnInvestmentIncome |
| Total Tax | 620 | TotalTax |
| Distributable Amount Before Adj | 24173 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24173 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24173 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 40000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24173 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 12254 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 20017 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 20854 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 17839 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15652 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 86616 | TotalExcessDistriCarryover |
| Qualifying Distributions | 40000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24173 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 15827 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 102443 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 12254 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 90189 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 20017 | ExcessFromYear4 |
| Excess From Year3 | 20854 | ExcessFromYear3 |
| Excess From Year2 | 17839 | ExcessFromYear2 |
| Excess From Year1 | 15652 | ExcessFromYear1 |
| Excess From Current Year | 15827 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS HURRICAN SANDY RELIEF | |||||||
| PO BOX 4002018 | DES MOINES | IA | 50340 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| FAMILYS IN TRANSITION | |||||||
| 122 MARKET STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| CELIAC DISEASE CENTER BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02115 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,000 |
| NATIONAL RELIEF CHARITIES | |||||||
| 13318 AIRPARK DRIVE | ELKWOOD | VA | 22718 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| NYC FIREFIGHTERS DISASTER RELIEF FUND | |||||||
| 204 EAST 23RD STREET | NEW YORK | NY | 10010 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| EASTER SEALS NEW HAMPSHIRE | |||||||
| 555 AUBURN STREET | MANCHESTER | NH | 03103 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 CONNECTICUT AVENUE | NORWALK | CT | 06854 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| MANCHESTER REGIONAL YOUTH HOCKEY ASSOCIATION | |||||||
| PO BOX 4953 | MANCHESTER | NH | 03108 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| MEDICAL MISSION SISTERS | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY KID'S CAFE | |||||||
| 121 CEDAR STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 40000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,661 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,331 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $30,992 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30992 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094 | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 482236 | BookValue |
| EOYFMV | 482236 | EOYFMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $39,064 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $2,753 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | Category |
| Amount | $17 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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