CORNELIA BESSIE MEMORIAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CORNELIA BESSIE MEMORIAL FOUNDATION (EIN 83-1183294)
- Tax period
- 2025-06-01 to 2026-05-31
- Filed
- 2026-08-04
- IRS object ID
- 202602169349100105
- Schema version
- 2025v4.2
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-04T07:49:20-05:00 | ReturnTs |
| Tax Period End | 2026-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060312590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMMINGS & LOCKWOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM 400 | AddressLine1Txt |
| City | W HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831183294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNELIA BESSIE MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORN | BusinessNameControlTxt |
| Phone | 8603134900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM ROAD 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESE DAVIDSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603134900 | PhoneNum |
| Signature | 2026-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON A SANKNER | PreparerPersonNm |
| PTIN | P01608435 | PTIN |
| Phone | 8603134900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,317,145 | 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 |
| Interest On Sav Rev And Expnss | $117,952 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $117,952 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,946 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,029 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,119 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $350,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $350,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $59,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,577 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,577 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $35,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,029 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $544 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $188 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $188 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $286,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $286,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $359,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,212 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,667,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,834,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,165,683 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $35,250 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $35,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,062,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,985,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,317,145 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,062,245 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,985,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,062,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,985,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,062,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,985,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,062,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,011,681 | SubtotalAmt |
| Other Decreases | $26,004 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,985,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SHORT TERM - PUBLICLY TRADED SECURITIES | P | $5,473 | $6,643 | -$1,170 | -$1,170 | ||
| LONG TERM - PUBLICLY TRADED SECURITIES | P | $196,311 | $175,191 | $21,120 | $21,120 | ||
| PORTLAND OR IMPT SER A 5% | D | $5,000 | $5,076 | -$76 | -$76 | 2020-02-07 | 2025-12-01 |
| CAPITAL GAINS DIVIDENDS | P | $122,245 | $122,245 | $122,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,119 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,341 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,341 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,088 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,088 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $253 | 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 | Yes (1) | 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 | CUMMINGS LOCKWOOD LLC PLB | IndividualWithBooksNm |
| Phone | 8603134900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM RD 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THERESE DAVIDSON | ||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD | WEST HARTFORD | CT | 06107 | TRUSTEE | 15.00 | $23,720 | $0 | $0 |
| CHASE WILSON ROEPER | ||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD | WEST HARTFORD | CT | 06107 | TRUSTEE | 15.00 | $23,720 | $0 | $0 |
| NED MANUEL | ||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD | WEST HARTFORD | CT | 06107 | TRUSTEE | 15.00 | $11,860 | $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 | $5,905,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,099,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,099,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,007,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,341 | TotalTaxAmt |
| Distributable Before Adj | $297,051 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $297,051 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $297,051 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $286,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,051 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $154,366 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $286,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $154,366 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $164,617 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APOCALYPTIC ARTISTS ENSEMBLE | |||||||
| 147 PRINCE STREET | BROOKLYN | NY | 11201 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $5,000 |
| CARE | |||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $15,000 |
| CHESTER COMMUNITY COALITION | |||||||
| 703 CENTRAL AVE | CHESTER | PA | 19013 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $5,000 |
| CLASSICAL UPRISING | |||||||
| PO BOX 7259 | PORTLAND | ME | 04112 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $12,600 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW STUDIO 800 | WASHINGTON | DC | 20005 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP ST | SAN FRANCISCO | CA | 94110 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $5,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $15,000 |
| EQUALITY HEALTH CENTER | |||||||
| 38 MAIN STREET | CONCORD | NH | 03301 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| FESTIVAL CELEBRATION CHOIR INC (FCC) | |||||||
| PO BOX 3731 | ALBANY | NY | 12203 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $2,000 |
| FLYING GRAVITY CIRCUS | |||||||
| PO BOX 1207 | WILTON | NH | 03086 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $2,700 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 355 FOOD CENTER DRIVE | BRONX | NY | 10474 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| FRIENDS OF THE LYMES SENIOR CENTER INC | |||||||
| PO BOX 883 | OLD LYME | CT | 06371 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $25,000 |
| HARRIS CENTER FOR CONSERVATION EDUCATION INC | |||||||
| 83 KINGS HIGHWAY | HANCOCK | NH | 03449 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $9,000 |
| HARTFORD INTERVAL HOUSE INC | |||||||
| PO BOX 340207 | HARTFORD | CT | 06134 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $5,000 |
| HOUSE OF BREAD | |||||||
| 9 ORTH AVE | DAYTON | OH | 45402 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| PO BOX 740190 | BRONX | NY | 10474 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $5,000 |
| KEENE CHAMBER ORCHESTRA INC | |||||||
| PO BOX 714 | KEENE | NH | 03431 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $5,000 |
| LEEWAY FOUNDATION INC | |||||||
| 40 ALBERT STREET | NEW HAVEN | CT | 06511 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR STREET UNIT 101 | HARTFORD | CT | 06106 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $5,000 |
| NEW ENGLAND MUSICIANS RESOURCE FUND | |||||||
| 1337 MASSACHUSETTS AVE 293 | ARLINGTON | MA | 02476 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| PETERBOROUGH FOLK MUSIC SOCIETY | |||||||
| PO BOX 41 | PETERBOROUGH | NH | 03458 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| PETERBOROUGH HUMAN SERVICES FUND (AKA PETERBOROUGH FOOD PANTRY) | |||||||
| 1 GROVE STREET | PETERBOROUGH | NH | 03458 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| PETERBOROUGH UNITARIAN UNIVERSALIST CONGREGATION (PUUC) | |||||||
| 25 MAIN STREET | PETERBOROUGH | NH | 03458 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $13,000 |
| RAY OF LIGHT FARM INC | |||||||
| 232 TOWN STREET | EAST HADDAM | CT | 06423 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| TRI TOWN YOUTH SERVICES BUREAU INC | |||||||
| PO BOX 897 | DEEP RIVER | CT | 06417 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| VALLEY SHORE YMCA WESTBROOK | |||||||
| 201 SPENCER PLAINS RD | WESTBROOK | CT | 06498 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $20,000 |
| WOODSHED ARTS | |||||||
| 1200 HIGHLAND TRAIL | CHAPEL HILL | NC | 27516 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| WORDS WITHOUT BORDERS | |||||||
| 147 PRINCE STREET | BROOKLYN | NY | 11201 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $15,000 |
| ZARA MANZUR FOUNDATION | |||||||
| 68 PAYER LANE | MYSTIC | CT | 06355 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $286,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,952 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,946 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $350,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $350,093 | TotalIncomeProducingActyAmt |
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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS AND STOCKS AND BONDS - THRU JANNEY ACCTS | StockNm |
| EOY Book Value | $5,834,215 | EOYBookValueAmt |
| EOYFMV | $6,165,683 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUMMINGS & LOCKWOOD LLC - LEGAL AND ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $14,577 | LegalFeesAmt |
| Net Investment Income | $14,577 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIOVANNI BATTISTA TIEPOLO - "AN ANGEL ADDRESSING THE THREE MAGI" DRAWING | Desc |
| BOY Book Value | $35,250 | BOYBookValueAmt |
| EOY Book Value | $35,250 | EOYBookValueAmt |
| EOYFMV | $35,250 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BALANCE | Desc |
| Amt | $26,004 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $188 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLEAN YIELD ASSET MANAGEMENT FEES | $9,151 | $9,151 | $0 |
| JANNEY ADVANTAGE | $25,878 | $25,878 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID FOR FYE 5/31/25 | $1,131 | $0 | $0 |
| FOREIGN TAXES PAID | $544 | $544 | $0 |
| ESTIMATED TAX PAYMENT FYE 5/31/26 | $3,088 | $0 | $0 |
Comments