MCCULLOUGH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MCCULLOUGH FOUNDATION (EIN 01-0744113)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-01
- IRS object ID
- 202632449349100103
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-01T07:21:15-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131833422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH & PARSONT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET SUITE 1507 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101681599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010744113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCU | BusinessNameControlTxt |
| Phone | 2129531250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ASHPARSONT-122 EAST 42 ST-150 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101681599 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MCCULLOUGH TURNER JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8605351541 | PhoneNum |
| Signature | 2026-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL D ASH | PreparerPersonNm |
| PTIN | P00110544 | PTIN |
| Phone | 2129531250 | PhoneNum |
| Preparation | 2026-08-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,461,369 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,540 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $491,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,438 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $196,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,001 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,245 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $253 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $144,819 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,835 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $812,057 | CorporateStockBOYAmt |
| Corporate Stock EOY | $862,138 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,258,800 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $34,116 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $139,497 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $152,734 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $990,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,051,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,461,369 | 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 | $990,992 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,051,470 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $990,992 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,051,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $990,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,051,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $990,992 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,051,470 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,051,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $140,372 | $145,024 | -$4,652 | -$4,652 |
| PUBLICLY TRADED SECURITIES | P | $351,517 | $167,478 | $184,039 | $184,039 |
| CAPITAL GAINS DIVIDENDS | P | $51 | $51 | $51 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,551 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,551 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,280 | 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 | $3,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $706 | OverpaymentAmt |
| Applied To ES Tax | $706 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | JOHN MCCULLOUGH TURNER JR | IndividualWithBooksNm |
| Phone | 8605351541 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 MAIN STREET | AddressLine1Txt |
| City | NORTH STONINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06359 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN MCCULLOUGH TURNER JR | ||||||||
| 37 MAIN STREET | NORTH STONINGTON | CT | 06359 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| LELAND J TURNER | ||||||||
| PO BOX 7013 | BRECKENRIDGE | CO | 80424 | TRUSTEE | 1.25 | $0 | $0 | $0 |
| GREGORY C TURNER | ||||||||
| 1001 ADELINE STREET | OAKLAND | CA | 94607 | TRUSTEE | 1.25 | $0 | $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 | $2,299,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,349,102 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,349,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,313,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,551 | TotalTaxAmt |
| Distributable Before Adj | $113,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,142 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,473 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,721 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,858 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $15,953 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,005 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,383 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,388 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $15,473 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,721 | ExcessFromYear4Amt |
| Excess From Year3 | $39,858 | ExcessFromYear3Amt |
| Excess From Year1 | $15,953 | ExcessFromYear1Amt |
| Excess From Current Year | $11,383 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION JM CATFISH HUNTER CHAPTER | |||||||
| 4 N BLOUNT STREET | RALEIGH | NC | 27601 | NONE | PC | FOR OPERATIONS | $100 |
| ALWAYS HOME | |||||||
| 119 HIGH STREET | MYSTIC | CT | 06355 | NONE | PC | FOR OPERATIONS | $100 |
| AMER FRIENDS SVC COMM-AFSC DEV FD | |||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | NONE | PC | FOR OPERATIONS | $5,000 |
| AMERICAN HEART ASSN | |||||||
| PO BOX 78851 | PHOENIX | AZ | 88062 | NONE | PC | FOR OPERATIONS | $100 |
| AMERICAN RED CROSS | |||||||
| 2025 E ST NW | WASHINGTON | DC | 20006 | NONE | PC | FOR OPERATIONS | $3,000 |
| AVALONIA LAND CONSERVANCY | |||||||
| PO BOX 49 | OLD MYSTIC | CT | 06372 | NONE | PC | FOR OPERATIONS | $100 |
| BONNELL COVE FOUNDATION | |||||||
| 124 CHESTNUT STREET | CAMDEN | ME | 04843 | NONE | PC | FOR OPERATIONS | $100 |
| CHIKUMBUSO | |||||||
| 389 E WYASSUP RD | N STONINGTON | CT | 06359 | NONE | PC | FOR OPERATIONS | $6,000 |
| CHORUS OF WESTERLY | |||||||
| 119 HIGH STREET | WESTERLY | RI | 02891 | NONE | PC | FOR OPERATIONS | $500 |
| CONNECTICUT FOODSHARE | |||||||
| 2 RESEARCH PKWY | WALLINFORD | CT | 06492 | NONE | PC | FOR OPERATIONS | $3,000 |
| DENISON PEQUOTSEPOS NATURE CENTER | |||||||
| PO BOX 122 | MYSTIC | CT | 06355 | NONE | PC | FOR OPERATIONS | $250 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | PC | FOR OPERATIONS | $2,500 |
| FINCA | |||||||
| PO BOX 98048 | WASHINGTON | DC | 20090 | NONE | PC | FOR OPERATIONS | $3,000 |
| FRIENDS OF HARKNESS | |||||||
| PO BOX 10 | WATERFORD | CT | 06385 | NONE | PC | FOR OPERATIONS | $250 |
| GARDE ARTS CENTER | |||||||
| 325 STATE STREET | NEW LONDON | CT | 06320 | NONE | PC | FOR OPERATIONS | $2,500 |
| GROTON OPEN SPACE | |||||||
| PO BOX 9167 | GROTON | CT | 06340 | NONE | PC | FOR OPERATIONS | $3,000 |
| HABITAT FOR HUMANITY OF EASTERN CONNECTICUT | |||||||
| 1 BAILEY CIRCLE | NEW LONDON | CT | 06320 | NONE | PC | FOR OPERATIONS | $1,000 |
| HABITAT FOR HUMANITY SECT | |||||||
| 377 BROAD STREET | NEW LONDON | CT | 06320 | NONE | PC | FOR OPERATIONS | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PC | FOR OPERATIONS | $2,000 |
| IMBA | |||||||
| PO BOX 7578 | BOULDER | CO | 80306 | NONE | PC | FOR OPERATIONS | $5,000 |
| INTERFAITH LIGHT AND POWER | |||||||
| 369 PINE STREET SUITE 700 | SAN FRANCISCO | CA | 94104 | NONE | PC | FOR OPERATIONS | $100 |
| INTERGRATED REGUEE & IMMIGRANT SERVICES | |||||||
| 33 DIXWELL AVE 380 | NEW HAVEN | CT | 06511 | NONE | PC | FOR OPERATIONS | $1,500 |
| ISLAND INSTITUTE | |||||||
| PO BOX 648 | ROCKLAND | ME | 04841 | NONE | PC | FOR OPERATIONS | $100 |
| LYCOMING COLLEGE | |||||||
| 700 COLLEGE PLACE | WILLIAMSPORT | PA | 17701 | NONE | PC | FOR OPERATIONS | $1,000 |
| MADONNA PLACE | |||||||
| 240 MAIN STREET | NORWICH | CT | 36360 | NONE | PC | FOR OPERATIONS | $100 |
| MERCY CORPS | |||||||
| 3019 SW FIRST AVENUE | PORTLAND | OR | 97201 | NONE | PC | FOR OPERATIONS | $4,000 |
| MYSTIC SEAPORT | |||||||
| 75 GREENMANVILLE AVENUE | MYSTIC | CT | 06355 | NONE | PC | FOR OPERATIONS | $200 |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | PC | FOR OPERATIONS | $100 |
| NEW LONDON COUNTY HISTORICAL SOCIETY | |||||||
| 11 BLINMAN STREET | NEW LONDON | CT | 06320 | NONE | PC | FOR OPERATIONS | $50 |
| NEW LONDON MARITIME MUSEUM | |||||||
| 150 BANK STREET | NEW LONDON | CT | 06320 | NONE | PC | FOR OPERATIONS | $100 |
| NORTH STONINGTON CITIZENS LAND ALLIANCE | |||||||
| PO BOX 327 | NORTH STONINGTON | CT | 06359 | NONE | PC | FOR OPERATIONS | $50 |
| NORTH STONINGTON CONGREGATIONAL CHURCH | |||||||
| PO BOX 66 | N STONINGTON | CT | 06359 | NONE | PC | FOR OPERATIONS | $14,000 |
| NORTH STONINGTON EDUCATION FOUNDATION | |||||||
| 297 NORWICH-WESTERLY ROAD | NORTH STONINGTON | CT | 06359 | NONE | PC | FOR OPERATIONS | $200 |
| NORTH STONINGTON HISTORICAL SOCIETY | |||||||
| PO BOX 134 | N STONINGTON | CT | 06359 | NONE | PC | FOR OPERATIONS | $400 |
| NORTH STONINGTON LIONS | |||||||
| PO BOX 1000 | N STONINGTON | CT | 06359 | NONE | PC | FOR OPERATIONS | $125 |
| NORTH STONINGTON PTO | |||||||
| 298 NORWICH-WESTERLY RD | NORTH STONINGTON | CT | 06359 | NONE | PC | FOR OPERATIONS | $1,750 |
| OCEANA | |||||||
| 2501 M STREET NW | WASHINGTON | DC | 20037 | NONE | PC | FOR OPERATIONS | $2,000 |
| PARK MCCULLOUGH HOUSE | |||||||
| PO BOX 388 | NORTH BENNINGTON | VT | 05257 | NONE | PC | FOR OPERATIONS | $15,100 |
| PARK MCCULLOUGH SCHOLARSHIP | |||||||
| PO BOX 388 | NORTH BENNINGTON | MA | 05257 | NONE | PC | FOR OPERATIONS | $500 |
| PARKINSONS FOUNDATION | |||||||
| PO BOX 5003 | ALBERTA LEA | MN | 56007 | NONE | PC | FOR OPERATIONS | $50 |
| PAWCATUCK NEIGHBORHOOD CENTER TRANPORTATION PROGRAM | |||||||
| 27 CHASE STREET | PAWCATUCK | CT | 06379 | NONE | PC | FOR OPERATIONS | $1,500 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW 6TH FL | WASHINGTON | DC | 20072 | NONE | PC | FOR OPERATIONS | $1,250 |
| PLANNED PARENTHOOD OF SE NEW ENGLAND | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | NONE | PC | FOR OPERATIONS | $1,200 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20077 | NONE | PC | FOR OPERATIONS | $4,000 |
| POPULATION CONNECTION | |||||||
| 2120 L STREET NW 4TH FL | WASHINGTON | DC | 20037 | NONE | PC | FOR OPERATIONS | $1,500 |
| SANDY HOOK PROMISE | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | PC | FOR OPERATIONS | $1,000 |
| SAVE THE SOUND | |||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | NONE | PC | FOR OPERATIONS | $500 |
| SIERRA CLUB - NAT'L HEADQUARTERS | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONS | $500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| PO BOX 5632 | MONTGOMERY | AL | 36177 | NONE | PC | FOR OPERATIONS | $2,500 |
| THE NATURE CONSERVANCY OF CONNECTICUT | |||||||
| 55 HIGH STREET | MIDDLETOWN | CT | 06457 | NONE | PC | FOR OPERATIONS | $1,500 |
| THE NATURE CONSERVANCY | |||||||
| PO BOX 1556 | MERRIFIELD | VA | 22116 | NONE | PC | FOR OPERATIONS | $1,000 |
| THE XERCES SOCIETY | |||||||
| PO BOX 97387 | WASHINGTON | DC | 20009 | NONE | PC | FOR OPERATIONS | $250 |
| TRUST FOR PUBLIC LANDS | |||||||
| 33 UNION STREET 4TH FL | BOSTON | MA | 02108 | NONE | PC | FOR OPERATIONS | $2,000 |
| UNITED WAY OF BEC & FOOD BANK | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PC | FOR OPERATIONS | $1,000 |
| UNITED WAY OF SE CONNECTICUT | |||||||
| PO BOX 375 | GALES FERRY | CT | 06335 | NONE | PC | FOR OPERATIONS | $3,500 |
| WARM | |||||||
| 56 SPRUCE STREET | WESTERLY | RI | 02890 | NONE | PC | FOR OPERATIONS | $1,000 |
| WATERORG | |||||||
| 920 MAIN ST SUITE 1800 | KANSAS CITY | MO | 64105 | NONE | PC | FOR OPERATIONS | $100 |
| WESTERLY FRIENDS MEETING | |||||||
| 57 ELM ST | WESTERLY | RI | 02891 | NONE | PC | FOR OPERATIONS | $1,000 |
| WHEELER LIBRARY | |||||||
| PO BOX 217 101 MAIN STREET | NORTH STONINGTON | CT | 06359 | NONE | PC | FOR OPERATIONS | $3,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW | WASHINGTON | DC | 20036 | NONE | PC | FOR OPERATIONS | $100 |
| WOOD PAWCATUCK WATERSHED ASSOCIATION | |||||||
| 30 ARCADIA ROAD | HOPE VALLEY | RI | 02832 | NONE | PC | FOR OPERATIONS | $250 |
| WORLD BICYCLE RELIEF | |||||||
| 1000 WEST FULTON MARKET 4TH FLOOR | CHICAGO | IL | 60607 | NONE | PC | FOR OPERATIONS | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,575 | 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 | $23 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,540 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $195,001 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,001 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,950 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2007 AMOUNT $12,936TAX YEAR: 2008 AMOUNT $ 7,045TAX YEAR: 2009 AMOUNT $17,322TAX YEAR: 2010 AMOUNT $15,884TAX YEAR: 2011 AMOUNT $ 114 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC-50 SHS | $6,541 | $17,499 |
| ALPHABET INC-CL C-370 SHS | $13,368 | $116,106 |
| AMAZON.COM INC-575 SHS | $26,085 | $132,721 |
| AMERICAN EXPRESS CO-75 SHS | $19,472 | $27,746 |
| AMGEN INC-50 SHS | $8,054 | $16,365 |
| APPLE INC-645 SHS | $23,401 | $175,350 |
| BERKSHIRE HATHAWAY-80 SHS | $29,171 | $40,212 |
| BOSTON SCIENTIFIC-565 SHS | $33,025 | $53,873 |
| BROADCOM INC-150 SHS | $48,723 | $51,915 |
| CINTAS CORP-220 SHS | $6,527 | $41,375 |
| COSTCO WHOLESALE CORP-55 SHS | $13,529 | $47,429 |
| DANAHER CORP-60 SHS | $8,597 | $13,735 |
| EATON CORP PLC-200 SHS | $29,567 | $63,702 |
| ELI LILLY & CO-80 SHS | $20,385 | $85,974 |
| EXXON MOBIL CORP-180 SHS | $20,158 | $21,661 |
| FORTINET INC-430 SHS | $9,583 | $34,146 |
| GE AEROSPACE-75 SHS | $20,922 | $23,102 |
| GE VERNOVA INC-15 SHS | $10,350 | $9,804 |
| GOLDMAN SACHS GROUP-40 SHS | $25,485 | $35,160 |
| HEICO CORP-95 SHS | $9,414 | $23,981 |
| HOME DEPOT INC-150 SHS | $11,331 | $51,615 |
| JP MORGAN CHASE & CO-135 SHS | $8,963 | $43,500 |
| LINDE PLC-20 SHS | $8,704 | $8,528 |
| MASTERCARD INC-40 SHS | $19,194 | $22,835 |
| META PLATFORMS INC-95 SHS | $52,502 | $62,709 |
| MICROSOFT CORP-355 SHS | $21,558 | $171,685 |
| NETFLIX INC-600 SHS | $18,098 | $56,256 |
| NEXTERA ENERGY INC-150 SHS | $1,202 | $12,042 |
| NVIDIA CORP-1,210 SHS | $10,573 | $225,665 |
| ORACLE CORP-60 SHS | $14,748 | $11,695 |
| PALO ALTO NETWORKS-465 SHS | $18,881 | $85,653 |
| PARKER-HANNIFIN CORP-45 SHS | $26,996 | $39,553 |
| PEPSICO INC-140 SHS | $8,872 | $20,093 |
| SALESFORCE COM INC-100 SHS | $10,179 | $26,491 |
| SERVICENOW INC-375 SHS | $44,646 | $57,446 |
| STRYKER CORP-125 SHS | $35,397 | $43,935 |
| TESLA INC-75 SHS | $24,578 | $33,729 |
| THERMO FISHER SCIENTIFIC INC-35 SHS | $5,883 | $20,281 |
| TJX COMPANIES-325 SHS | $27,757 | $49,923 |
| VERTIV HLDGS CO-400 SHS | $43,036 | $64,804 |
| VISA INC-CLASS A SHARES-240 SHS | $16,250 | $63,128 |
| WALMART INC-285 SHS | $26,189 | $31,752 |
| WORKDAY INC-110 SHS | $24,244 | $23,626 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES 1-3 TREASURY-984 SHS | AT COST | $81,588 | $81,495 |
| PROLOGIS INC-105 SHS | AT COST | $5,211 | $13,404 |
| VANGUARD FTSE ALL WORLD-335 SHS | AT COST | $23,088 | $24,643 |
| VANGUARD TOTAL STOCK-99 SHS | AT COST | $29,610 | $33,192 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,245 | Amt |
| Net Investment Income | $11,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING | CategoryTxt |
| Amt | $253 | Amt |
| Net Investment Income | $253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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