SKY BIGHT FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SKY BIGHT FOUNDATION INC (EIN 22-3514004)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349101728
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T09:51:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061071692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPERWHITFIELD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 FARMINGTON AVENUE | AddressLine1Txt |
| City | FARMINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | 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 | 223514004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKY BIGHT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKYB | BusinessNameControlTxt |
| Phone | 8605827105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1924 PERKINS STREET | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JARRE B BETTS | PersonNm |
| Person Title | VICE PRESIDENT//TREASURER | PersonTitleTxt |
| Phone | 8605827105 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W SCOTT GOETJEN CPA | PreparerPersonNm |
| PTIN | P00145918 | PTIN |
| Phone | 8606779188 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| 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 | $1,567,482 | 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 | $45,048 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,048 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,279 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,201,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,624,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,609,377 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,259,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,667,704 | 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 | $2,870 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,870 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,458 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,270 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,188,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,666,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,869 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,945 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $408,335 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,571,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,540,537 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $410,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,598,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,567,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $410,204 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,598,523 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $410,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,598,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $410,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,598,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $410,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,188,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,598,523 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,598,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,563,083 | $0 | $1,563,083 | $1,563,083 | |
| PUBLICLY TRADED SECURITIES | $14,554 | $15,455 | -$901 | -$901 | |
| CAPITAL GAINS DIVIDENDS | $47,195 | $47,195 | $47,195 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,609,377 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | 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 | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21,961 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JARRE BETTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8605827105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1924 PERKINS STREET | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06010 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS O BARNES | ||||||||
| 111 TUNXIS VILLAGE | FARMINGTON | CT | 06032 | CHAIR | 0.00 | $0 | $0 | $0 |
| BARBARA HACKMAN FRANKLIN | ||||||||
| 2700 VIRGINA AVE NW | WASHINGTON | DC | 20037 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JARRE B BETTS | ||||||||
| 1924 PERKINS STREET | BRISTOL | CT | 06010 | VICE PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| LINDSAY WILCOX | ||||||||
| 121 FITZSIMONDS ROAD | JERICHO | VT | 05465 | SECRETARY | 0.00 | $0 | $0 | $0 |
| THOMAS O BARNES JR | ||||||||
| 1900 PERKINS STREET | BRISTOL | CT | 06010 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DREW BETTS | ||||||||
| 24 WHITTIER ROAD | WAKEFIELD | MA | 01880 | TRUSTEE | 0.00 | $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 | $466,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,115,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,582,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,582,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,558,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,161 | TotalTaxAmt |
| Distributable Before Adj | $54,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,753 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,270 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,270 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,677 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,270 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,677 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,593 | 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 | $43,160 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | NONE | PC | FUNDING TO HELP IMPROVE THE LIVES OF PEOPLE WITH CANCER & THEIR FAMILIES | $300 |
| AMERICAN CLOCK & WATCH MUSEUM | |||||||
| 100 MAPLE STREET | BRISTOL | CT | 06010 | NONE | PC | FUNDING TO SUPPPORT THE MUSEUM'S HVAC PROJECT | $5,000 |
| BOYS & GIRLS CLUB OF BRISTOL CT | |||||||
| 255 WEST STREET | BRISTOL | CT | 06010 | NONE | PC | FUNDING TO SUPPORT THE ORGANIZATION'S FAMILY CENTER IN BRISTOL | $10,000 |
| BRAIN INJURY ASSOCIATION OF MASSACHUSETTS | |||||||
| 30 LYMAN ST SUITE 10 | WESTBOROUGH | MA | 01581 | NONE | PC | FUNDING TO HELP SUPPORT BRAIN INJURY SURVIVORS AND THEIR FAMILIES | $900 |
| BRISTOL ADULT RESOURCE CENTER | |||||||
| 195 MALTBY STREET | BRISTOL | CT | 06010 | NONE | PC | FUNDING TO HELP COMPLETE UPDATES TO THE FACILITY'S BATHROOMS | $5,000 |
| BRISTOL HOSPITAL FOUNDATION | |||||||
| 145 QUEEN STREET | BRISTOL | CT | 06010 | NONE | PC | FUNDING TO SUPPORT BRISTOL HOSPITAL | $10,000 |
| BRISTOL HOSPITAL FOUNDATION | |||||||
| 145 QUEEN STREET | BRISTOL | CT | 06010 | NONE | PC | FUNDING TO SUPPORT THE HOSPITAL'S HOME CARE FOR COGNITIVE KITS & MEMORY CAFE | $5,000 |
| CAMP SUREFIRE | |||||||
| 290 HOPE ST | BRISTOL | RI | 02809 | NONE | PC | FUNDING TO HELP ENRICH AND SUPPORT THE LIVES OF CHILDREN, FAMILIES, & YOUNG ADULTS LIVING WITH TYPE 1 DIABETES | $300 |
| CHILDREN'S NATIONAL HOSPITAL | |||||||
| 801 ROEDER RD SUITE 300 | SILVER SPRING | MD | 20910 | NONE | PC | FUNDING TO HELP THE HOSPITAL PROVIDE COMPREHENSIVE PEDIATRIC MEDICAL CARE | $300 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | FUNDING TO HELP THE ORGANIZATION TO PROVIDE EMERGENCY MEDICAL RELIEF WHERE IT'S NEEDED MOST | $300 |
| ENVIRONMENTAL LEARNING CENTERS OF CONNECTICUT | |||||||
| 501 WOLCOTT ROAD | BRISTOL | CT | 06010 | NONE | PC | FUNDING TO SUPPORT THE WALLACE BARNES NATURE TRAIL | $900 |
| ENVIRONMENTAL LEARNING CENTERS OF CONNECTICUT | |||||||
| 501 WOLCOTT ROAD | BRISTOL | CT | 06010 | NONE | PC | FUNDING TO SUPPORT THE ALL ACCESSIBLE TRAIL AT BARNES NATURE CENTER | $10,000 |
| HAPPY HEARTS PRESCHOOL | |||||||
| 271 VERNON STREET | WAKEFIELD | MA | 01880 | NONE | PC | FUNDING TO HELP PROVIDE A HIGH QUALITY PRESCHOOL PROGRAM | $900 |
| HUMANE WORLD FOR ANIMALS | |||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | FUNDING TO HELP TACKLE THE ROOT CAUSES OF ANIMAL CRUELTY & SUFFERING TO CREATE PERMANENT CHANGE | $300 |
| IMMIGRATION DEFENSE PROJECT | |||||||
| PO BOX 1765 | NEW YORK | NY | 11027 | NONE | PC | FUNDING TO HELP THE ORGANIZATION ASSIST IMMIGRANTS WITH LEGAL PROCEEDINGS IN THE UNITED STATES | $300 |
| LUCY'S LOVE BUS | |||||||
| PO BOX 464 | AMESBURY | MA | 01913 | NONE | PC | FUNDING TO HELP PROVIDE INTEGRATIVE THERAPIES & HOLISTIC SUPPORT FOR CHILDREN WITH CANCER | $300 |
| MAIN STREET COMMUNITY FOUNDATION | |||||||
| PO BOX 2702 | BRISTOL | CT | 060112702 | NONE | PC | FUNDING TO SUPPORT THE BARBARA HACKMAN FRANKLIN FUND FOR WOMEN | $2,000 |
| MAIN STREET COMMUNITY FOUNDATION | |||||||
| PO BOX 2702 | BRISTOL | CT | 060112702 | NONE | PC | FUNDING TO SUPPORT THE FRIENDS OF MAIN STREET CAMPAIGN | $2,000 |
| MAIN STREET COMMUNITY FOUNDATION | |||||||
| PO BOX 2702 | BRISTOL | CT | 060112702 | NONE | PC | FUNDING TO SUPPORT THE KAI ALEJANDRO YAGUAL BETTS MEMORIAL FUND | $1,900 |
| MAIN STREET COMMUNITY FOUNDATION | |||||||
| PO BOX 2702 | BRISTOL | CT | 060112702 | NONE | PC | FUNDING TO SUPPORT THE WALLACE BARNES FUND FOR COMMUNITY LEADERSHIP INITIATIVES | $2,000 |
| MAKE A WISH VERMONT CHAPTER | |||||||
| 655 SHELBURNE RD SUITE 300 | SHELBURNE | VT | 05482 | NONE | PC | FUNDING TO HELP CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES IN VERMONT | $300 |
| MORGAN'S MESSAGE | |||||||
| 5816 WELLINGTON RD | GAINSVILLE | VA | 20155 | NONE | PC | FUNDING TO HELP RAISE AWARENESS AROUND STUDENT-ATHLETE MENTAL HEALTH & LESSEN THE STIGMA SURROUNDING IT | $300 |
| ROGUE FOOD UNITES | |||||||
| 567 WALKER AVE | ASHLAND | OR | 97520 | NONE | PC | FUNDING TO HELP PROVIDE EMERGENCY FOOD RELIEF AND COMMUNITY SUPPORT IN OREGON | $900 |
| SHEPARD MEADOWS THERAPEUTIC RIDING CENTER | |||||||
| 733 HILL STREET | BRISTOL | CT | 06011 | NONE | PC | FUNDING TO PROVIDE EQUINE-ASSISTED SERVICES IN A SAFE, CARING & PROFESSIONAL ENVIRONMENT | $5,000 |
| VERMONT FOODBANK | |||||||
| 33 PARKER RD | BARRE | VT | 05641 | NONE | PC | FUNDING TO HELP PROVIDE NOURISHING FOOD TO PEOPLE IN NEED | $900 |
| THE WOMEN'S CENTER | |||||||
| PO BOX 56 | MIDDLEBURY | VT | 05753 | NONE | PC | FUNDING TO HELP PROVIDE SUPPORT FOR UNEXPECTED OR UNSUPPORTED PREGNANCIES AT NO COST | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,400 | 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 | $45,048 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,279 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,201,042 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,259,369 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,259,369 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,870 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,870 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $5,578 | $5,712 |
| ALPHABET INC CLASS C | $13,237 | $16,631 |
| AMAZON.COM INC | $12,359 | $12,695 |
| AMEREN CORP | $3,148 | $3,095 |
| API GROUP CORP | $4,624 | $4,859 |
| APOLLO GLOBAL MANAGEMENT I | $2,578 | $2,750 |
| APPLE INC | $14,725 | $16,039 |
| APPLIED MATERIALS | $3,794 | $4,625 |
| ASM INTERNATIONAL NV | $1,726 | $1,824 |
| ASML HOLDING | $2,845 | $3,247 |
| BAKER HUGHES COMPANY | $1,956 | $1,867 |
| BANK OF AMERICA CORP | $5,494 | $5,830 |
| BENTLEY SYSTEMS INC | $2,589 | $1,946 |
| BJ'S WHOLESALE CLUB HOLDIN | $4,536 | $4,321 |
| BOOZ ALLEN HAMILTON HLDGS | $3,333 | $2,783 |
| BOSTON SCIENTIFIC CORP | $4,480 | $4,290 |
| BROADCOM INC | $8,303 | $8,652 |
| BROOKFIELD CORPORATION | $3,624 | $3,717 |
| BWX TECHNOLOGIES INC | $2,956 | $2,765 |
| CADENCE DESIGN SYSTEMS INC | $679 | $625 |
| CAPITAL ONE FINANCIAL | $1,884 | $1,938 |
| CARLISLE COS | $3,887 | $3,518 |
| CATERPILLAR INC | $2,939 | $2,864 |
| CCC INTELLIGENT SOLUTIONS | $2,459 | $2,067 |
| CDW CORP/DE | $4,272 | $3,813 |
| CENCORA INC | $2,405 | $2,702 |
| CLEAN HARBORS INC | $5,512 | $5,393 |
| CONOCOPHILLIPS | $2,543 | $2,527 |
| COOPER COS INC/THE | $1,550 | $1,885 |
| CORE & MAIN INC | $3,740 | $3,378 |
| COSTCO WHSL CORP NEW | $2,744 | $2,587 |
| CRH PLC | $3,548 | $3,744 |
| DANAHER CORP | $2,334 | $2,518 |
| DOLLARAMA INC | $5,457 | $5,982 |
| ENTEGRIS INC | $1,642 | $1,600 |
| EQUIFAX INC | $3,458 | $3,254 |
| ESAB CORP | $3,173 | $3,016 |
| EXXON MOBIL CORP | $1,959 | $2,045 |
| FORTINET INC | $2,027 | $1,985 |
| GARTNER INC CL A | $2,442 | $2,522 |
| GE VERNOVA LLC | $660 | $653 |
| HEIDELBERG MATERIALS AG | $997 | $1,049 |
| HILTON WORLDWIDE HOLDINGS | $2,765 | $2,872 |
| HOLCIM LTD | $931 | $980 |
| HOWMET AEROSPACE INC | $3,055 | $3,280 |
| IDEXX LABS CORP | $4,498 | $4,735 |
| INTERACTIVE BROKER | $1,246 | $1,157 |
| INTERCONTINENTAL EXCHG INC | $4,437 | $4,372 |
| INTUITIVE SURGICAL | $2,985 | $3,398 |
| ISHRS MSCI EAFE IND FND | $4,601 | $4,705 |
| JPMORGAN CHASE & CO | $6,999 | $7,411 |
| KEYSIGHT TECHNOLOGIES INC | $5,329 | $6,298 |
| LABCORP HLDGS | $2,714 | $2,508 |
| LIGHT & WONDER INC. | $2,512 | $2,989 |
| LIVE NATION ENTERTMNT INC | $5,488 | $5,129 |
| MACOM TECHNOLOGY SOLUTIONS | $2,454 | $2,569 |
| MANHATTAN ASSOCIATES INC | $3,188 | $2,772 |
| MCKESSON CORP | $2,930 | $3,281 |
| MEDPACE HOLDINGS | $4,114 | $4,493 |
| META PLATFORMS INC | $10,670 | $9,901 |
| MICROSOFT CORP | $17,658 | $16,926 |
| MONCLER SPA | $3,336 | $3,420 |
| MSCI INC | $2,732 | $2,868 |
| NASDAQ INC. | $6,134 | $6,410 |
| NEXTERA ENERGY INC | $4,392 | $4,415 |
| NORTHROP GRUMMAN CORP | $2,335 | $2,280 |
| NRG ENERGY INC | $2,400 | $2,388 |
| NVIDIA CORP | $21,663 | $22,007 |
| OW FIXED INCOME FUND | $445,102 | $442,537 |
| OW LARGE CAP STRATEGIES FD | $620,064 | $588,572 |
| OW SMALL & MIDCAP STRAT FD | $117,510 | $113,538 |
| PALO ALTO NETWORKS INC | $1,567 | $1,473 |
| PARTNERS GROUP HOLDING AG | $2,635 | $2,477 |
| QUANTA SERVICES INC | $437 | $422 |
| REDDIT INC | $2,696 | $2,758 |
| REPUBLIC SERVICES INC | $2,200 | $2,119 |
| ROLLINS INC | $1,716 | $1,680 |
| RYAN SPECIALTY HOLDNGS INC | $3,835 | $3,665 |
| S&P GLOBAL INC. | $3,567 | $3,658 |
| SAIA INC COM | $3,073 | $3,265 |
| SERVICENOW INC | $2,728 | $2,451 |
| SHERWIN-WILLIAMS CO | $2,399 | $2,268 |
| SPOTIFY TECHNOLOGY SA | $4,452 | $4,064 |
| ST STR SPDR S&P OIL&GAS EX | $1,644 | $1,641 |
| ST STR SPDR S&P REG BK ETF | $2,286 | $2,333 |
| ST STR UTILITIES SELECT | $2,113 | $2,049 |
| STANDARDAERO INC | $2,364 | $2,323 |
| STERIS PLC | $5,904 | $6,084 |
| STRAUMANN HOLDING AG | $2,894 | $2,946 |
| TAIWAN SEMI MFG CO ADR | $2,638 | $2,735 |
| TAKE-2 INTERACTIVE | $4,207 | $4,352 |
| TEXAS ROADHOUSE INC | $1,732 | $1,660 |
| THERMO FISHER SCIENTIFIC | $2,083 | $2,317 |
| TRADEWEB MARKETS INC | $4,623 | $4,409 |
| TRANSUNION | $3,606 | $3,687 |
| UL SOLUTIONS INC | $4,141 | $4,495 |
| UNITEDHEALTH GROUP INC | $2,640 | $2,640 |
| US FOODS HOLDING CORP | $5,520 | $5,423 |
| VISA INC | $7,994 | $8,066 |
| WALMART INC | $3,561 | $3,787 |
| XPO INC | $1,885 | $1,766 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK OF AMERICA PRIVATE BANK, INVESTMENT FEES | $916 | $916 | $0 |
| BESSEMER TRUST INVESTMENT FEES | $542 | $542 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $6 | $6 | $0 |
| 2024 EXCISE TAX | $116 | $0 | $0 |
| 2025 ESTIMATED EXCISE TAX | $1,200 | $0 | $0 |
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