FIELD FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
FIELD FAMILY FOUNDATION (EIN 06-6462956)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-13
IRS object ID
201121339349101477
Schema version
2010v3.2
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)
Timestamp2011-05-13T13:11:17-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WTAS LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11700 EAST PUTNAM AVENUE SUITE 206AddressLine1
CityOLD GREENWICHCity
StateCTState
ZIP Code06870ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN066462956EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE FIELD FAMILY FOUNDATION TRUSTBusinessNameLine1
Business Name Line2C/O JOHN H FIELDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlFIELNameControl
Phone6462135100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1318 GOSHEN ROADAddressLine1
CityLITCHFIELDCity
StateCTState
ZIP Code06759ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJACK FIELDName
TitleTRUSTEETitle
Phone6462135100Phone
Date Signed2011-05-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIEL DEPAOLIName
Phone2039873660Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY422169FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss6005DividendsRevAndExpnss
Dividends Net Invst Incm6005DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss30897NetGainSaleAssetsRevAndExpnss
Gross Sales Price75000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm30897CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses36902TotalRevenueAndExpenses
Total Net Investment Income36902TotalNetInvestmentIncome
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 Expnss500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps500AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss161TaxesRevAndExpnss
Taxes Net Invst Incm97TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss661TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm97TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps500TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss15700ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps15700ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss16361TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm97TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps16200TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses20541ExcessOfRevenueOverExpenses
Net Investment Income36805NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY36803SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY96141SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV96141SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY313853InvestmentsCorpStockBOY
Investments Corp Stock EOY275056InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV326028InvestmentsCorpStockEOYFMV
Total Assets BOY350656TotalAssetsBOY
Total Assets EOY371197TotalAssetsEOY
Total Assets EOYFMV422169TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY350656CapitalStockBOY
Capital Stock EOY371197CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY350656TotalNetAssetsBOY
Total Net Assets EOY371197TotalNetAssetsEOY
Total Liabilities Net Assets BOY350656TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY371197TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY350656TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses20541ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal371197Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY371197TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
1,164 SHS FIRST LITCHFIELD FINL CORPP2009-04-202010-04-0817460879686648664
3,835.999 SHS FIRST LITCHFIELD FINL CORPP2008-01-012010-04-0857540353072223322233
FieldValueIRS element (for citing)
Capital Gain Net Income30897CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year121891QualifyingDistributionsYear1
Noncharitable Assets Year1318144NoncharitableAssetsYear1
Distribution Ratio Year10.068808DistributionRatioYear1
Qualifying Distributions Year227416QualifyingDistributionsYear2
Noncharitable Assets Year2443142NoncharitableAssetsYear2
Distribution Ratio Year20.061867DistributionRatioYear2
Qualifying Distributions Year326028QualifyingDistributionsYear3
Noncharitable Assets Year3566746NoncharitableAssetsYear3
Distribution Ratio Year30.045925DistributionRatioYear3
Qualifying Distributions Year426256QualifyingDistributionsYear4
Noncharitable Assets Year4550634NoncharitableAssetsYear4
Distribution Ratio Year40.047683DistributionRatioYear4
Qualifying Distributions Year517850QualifyingDistributionsYear5
Noncharitable Assets Year5513892NoncharitableAssetsYear5
Distribution Ratio Year50.034735DistributionRatioYear5
Total Distribution Ratio0.259018TotalDistributionRatio
Average Distribution Ratio0.051804AverageDistributionRatio
Net Noncharitable Assets379337NetNoncharitableAssets
Adjusted Noncharitable Assets19651AdjustedNoncharitableAssets
One Percent Net Investment Income368OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One20019AdjNonchrtblAssetsAndOnePct
Qualifying Distributions16200QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax736InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal736Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income736TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due736TaxDue

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 AddressN/AWebsiteAddress
Books In Care Of Person NameJOHN EILEEN FIELDBooksInCareOfPersonName
Books In Care Of Phone Number6462135100BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1318 GOSHEN ROADAddressLine1
CityLITCHFIELDCity
StateCTState
ZIP Code06759ZIPCode
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
JOHN H FIELD
318 GOSHEN ROADLITCHFIELDCT06759TRUSTEE5.00000
EILEEN M FIELD
318 GOSHEN ROADLITCHFIELDCT06759TRUSTEE5.00000
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 Securities309659AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances75455AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets385114TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets385114AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable5777CashDeemedCharitable
Net Noncharitable Assets379337NetNoncharitableAssets
Minimum Investment Return18967MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return18967MinimumInvestmentReturn
Tax Based On Investment Income736TaxBasedOnInvestmentIncome
Total Tax736TotalTax
Distributable Amount Before Adj18231DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded18231DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted18231DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions16200ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions16200QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions16200AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted18231DistributableAmountAsAdjusted
Undistributed Income Prior Year15166UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions16200QualifyingDistributions
Applied To Year115166AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1034AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY17197UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJOHN H FIELDContributingManager
Contributing ManagerEILEEN M FIELDContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHMENTBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1318 GOSHEN ROADAddressLine1
CityLITCHFIELDCity
StateCTState
ZIP Code06759ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationship
Recipient Foundation Status501(C)(3) EXEMPT ORGRecipientFoundationStatus
Purpose Of Grant Or ContributionGENERAL PURPOSEPurposeOfGrantOrContribution
Amount$15,700Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year15700TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6,005ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$30,897ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$36,902ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA36902TotalPartXVIA

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$500Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps500DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
ISHARES TR RUSSELL 1000 GROWTH2974143804
FIDELITY DIVERSIFIED INTERNATIONAL6226972261
SPRTN TOTAL MKT INDX FID ADVANTAGE72089107247
DODGE & COX BALANCE110957102716

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
2009 FEDERAL BALANCE DUE$6400
FOREIGN TAXES PAID$97970

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