SAGE & DICE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SAGE & DICE FOUNDATION (EIN 20-6771152)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-07-16
IRS object ID
201211989349100256
Schema version
2011v1.2
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)
Timestamp2012-07-16T10:01:25-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN060934773EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line180 SOUTH MAIN STREETAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06107ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN206771152EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE SAGE & DICE FOUNDATIONBusinessNameLine1
Business Name Line2C/O WILLIAM C STONE TRUSTEEBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlSAGENameControl
Phone8602984506Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 DEER RIDGE ROADAddressLine1
CityAVONCity
StateCTState
ZIP Code06001ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM STONEName
TitleTRUSTEETitle
Phone8602984506Phone
Date Signed2012-06-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL A TEDONE CPAPFSName
PTINP00358543PTIN
Phone8605610020Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2813964FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss2875ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss12231InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm12231InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses15106TotalRevenueAndExpenses
Total Net Investment Income12231TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2875AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2156AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps719AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2875TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2156TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps719TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss2400768ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps2400768ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2403643TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2156TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps2401487TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-2388537ExcessOfRevenueOverExpenses
Net Investment Income10075NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY5202501SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2813964SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2813964SavingsAndTempCashInvstEOYFMV
Total Assets BOY5202501TotalAssetsBOY
Total Assets EOY2813964TotalAssetsEOY
Total Assets EOYFMV2813964TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY5202501RetainedEarningsBOY
Retained Earnings EOY2813964RetainedEarningsEOY
Total Net Assets BOY5202501TotalNetAssetsBOY
Total Net Assets EOY2813964TotalNetAssetsEOY
Total Liabilities Net Assets BOY5202501TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2813964TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY5202501TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-2388537ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal2813964Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY2813964TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1276245QualifyingDistributionsYear1
Noncharitable Assets Year15226232NoncharitableAssetsYear1
Distribution Ratio Year10.052857DistributionRatioYear1
Qualifying Distributions Year2356848QualifyingDistributionsYear2
Noncharitable Assets Year25520982NoncharitableAssetsYear2
Distribution Ratio Year20.064635DistributionRatioYear2
Qualifying Distributions Year3315949QualifyingDistributionsYear3
Noncharitable Assets Year35880796NoncharitableAssetsYear3
Distribution Ratio Year30.053726DistributionRatioYear3
Qualifying Distributions Year4329363QualifyingDistributionsYear4
Noncharitable Assets Year46033119NoncharitableAssetsYear4
Distribution Ratio Year40.054592DistributionRatioYear4
Qualifying Distributions Year5198031QualifyingDistributionsYear5
Noncharitable Assets Year55021185NoncharitableAssetsYear5
Distribution Ratio Year50.039439DistributionRatioYear5
Total Distribution Ratio0.265249TotalDistributionRatio
Average Distribution Ratio0.053050AverageDistributionRatio
Net Noncharitable Assets3253807NetNoncharitableAssets
Adjusted Noncharitable Assets172614AdjustedNoncharitableAssets
One Percent Net Investment Income101OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One172715AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2401487QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax101InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal101Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income101TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1015EstTaxPaymentsAndOverpayment
Total Credits And Payments1015TotalCreditsAndPayments
Overpayment914Overpayment
Amount Credited To Next Year914AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCTStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressNONEWebsiteAddress
Books In Care Of Person NameWILLIAM C STONEBooksInCareOfPersonName
Books In Care Of Phone Number8602984506BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line112 DEER RIDGE ROADAddressLine1
CityAVONCity
StateCTState
ZIP Code06001ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM C STONE
12 DEER RIDGE ROADAVONCT06001TRUSTEE0.50000
MARY R STONE
12 DEER RIDGE ROADAVONCT06001TRUSTEE0.50000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances3303357AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3303357TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3303357AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable49550CashDeemedCharitable
Net Noncharitable Assets3253807NetNoncharitableAssets
Minimum Investment Return162690MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return162690MinimumInvestmentReturn
Tax Based On Investment Income101TaxBasedOnInvestmentIncome
Total Tax101TotalTax
Distributable Amount Before Adj162589DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded162589DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted162589DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2401487ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions2401487QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm101OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions2401386AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted162589DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year277185ExcessDistriCarryoverYear2
Excess Distri Carryover Year115431ExcessDistriCarryoverYear1
Total Excess Distri Carryover92616TotalExcessDistriCarryover
Qualifying Distributions2401487QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year162589AppliedToCurrentYear
Remaining Distri From Corpus2238898RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus2331514TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2331514ExcessDistriCyovToNextYear
Excess From Year277185ExcessFromYear2
Excess From Year115431ExcessFromYear1
Excess From Current Year2238898ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
CELEBRATE WINDSOR
261 BROAD STREETWINDSORCT06095NONEPUBLIC CHARITYGENERAL SUPPORT$364,768
GEORGE BUSH PRESIDENTIAL CENTER
PO BOX 600610DALLASTX75360NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
WILLIAM RAVIES BREAST CANCER FUND
7 TRAP FALLS ROADSHELTONCT06484NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
MENTAL HEALTH ASSOCIATION OF ILLINOIS VALLEY
5407 NORTH UNIVERSITY STREETPEORIAIL61614NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
ARCHDIOCESE OF HARTFORD
134 FARMINGTON AVENUEHARTFORDCT06105NONEPUBLIC CHARITYSUPPORT FOR INNER CITY PAROCHIAL SCHOOLS$2,000,000
MEMORIAL ATHLETICS
1500 LINCOLN AVENUEEVANSVILLEIN47714NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
BARNES HOSPITAL
1001 HIGHLANDS PLAZA DRIVE WESTST LOUISMO63110NONEPUBLIC CHARITYGENERAL SUPPORT$10,000SUITE 140
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year2400768TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$12,231ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$12,231ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA12231TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,875Amount
Net Investment Income2156NetInvestmentIncome
Disbursements Charitable Prps719DisbursementsCharitablePrps

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