ROBERT AND DIANA BORMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND DIANA BORMAN FAMILY FOUNDATION (EIN 26-1419554)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349102304
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T10:28:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | 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 | 261419554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert & Diana Borman Family | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9142389531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Mansfield Avenue | AddressLine1Txt |
| City | Darien | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kate E Borman | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9142389531 | PhoneNum |
| Signature | 2026-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2026-04-10 | 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 | $8,148,667 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $8,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,928 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,047,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,334 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $335,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,336 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,652 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,652 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,207 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $312,301 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $312,301 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $342,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$88,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $234,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,920 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,920 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $150,697 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $147,293 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $147,293 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,022,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,567,097 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,567,097 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,160,411 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,357 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,357 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,567,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,148,667 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,148,667 | 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 | $7,567,948 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,148,667 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,567,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,148,667 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,567,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,148,667 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,567,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$88,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $669,043 | OtherIncreasesAmt |
| Subtotal | $8,148,667 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,148,667 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $983,455 | $882,708 | $100,747 | $100,747 | |
| Capital Gains Dividends | $63,587 | $63,587 | $63,587 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,334 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,393 | 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 | $3,393 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $138 | 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 | NY | 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 | Kate Borman | IndividualWithBooksNm |
| Phone | 9142389531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Mansfield Avenue | AddressLine1Txt |
| City | Darien | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Kate E Borman | ||||||||
| 455 Mansfield Avenue | Darien | CT | 06820 | Trustee | 0.50 | $12,000 | $0 | $0 |
| Adam K Borman | ||||||||
| 455 Mansfield Avenue | Darien | CT | 06820 | Trustee | 0.10 | $10,000 | $0 | $0 |
| Robert G Borman | ||||||||
| 455 Mansfield Avenue | Darien | CT | 06820 | Trustee | 0.10 | $10,000 | $0 | $0 |
| Diana L Borman | ||||||||
| 455 Mansfield Avenue | Darien | CT | 06820 | Trustee | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 East 52nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment managment | ServiceTypeTxt |
| Compensation | $75,652 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $7,539,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,670,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,670,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,555,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $377,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $377,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,531 | TotalTaxAmt |
| Distributable Before Adj | $374,258 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $374,258 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $374,258 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $342,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $342,351 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $374,258 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $308,278 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $342,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $308,278 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,073 | 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 | $340,185 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABC House - Darien | |||||||
| PO Box 3204 | Darien | CT | 06820 | N/A | PC | Tutor programs | $16,000 |
| ABC House - Glastonbury | |||||||
| PO Box 502 | Glastonbury | CT | 06033 | N/A | PC | Solar Panels | $10,000 |
| ACT of Connecticut | |||||||
| 36 Old Quarry Road | Ridgefield | CT | 06877 | N/A | PC | Technical apprentice programs | $25,000 |
| ALS Therapy Development Institute | |||||||
| 480 Arsenal Street Suite 201 | Watertown | MA | 02472 | N/A | PC | Research | $25,000 |
| Catawba Riverkeeper Foundation | |||||||
| 102 Main Street Suite 100 | McAdenville | NC | 28101 | N/A | PC | Internship programs | $30,000 |
| Connecticut Children's Foundation | |||||||
| 282 Washington Street | Hartford | CT | 06106 | N/A | PC | Child life programs | $15,000 |
| Connecticut Foodshare | |||||||
| 2 Research Parkway | Wallington | CT | 06492 | N/A | PC | Food distribution efforts | $10,000 |
| Darien Arts Center | |||||||
| 2 Renshaw Road | Darien | CT | 06820 | N/A | PC | Program Scholarships | $7,500 |
| Darien Foundation | |||||||
| PO Box 1714 | Darien | CT | 06820 | N/A | PC | Youth programming; Library; Depot | $15,000 |
| Darien Library | |||||||
| 1441 Post Road | Darien | CT | 06820 | N/A | PC | Children's library | $5,000 |
| Darien YMCA | |||||||
| 2420 Post Road | Darien | CT | 06820 | N/A | PC | Summer camp and swim program | $25,851 |
| Gettysburg College | |||||||
| 300 North Washington Street | Gettysburg | PA | 17325 | N/A | PC | Support for the girls lacrosse team | $10,850 |
| Glastonbury Public Schools fbo Glas | |||||||
| 628 Hebron Avenue PO Box 191 | Glastonbury | CT | 06033 | N/A | I | Welding equipment | $10,100 |
| Hands on Hartford | |||||||
| 55 Bartholomew Avenue | Hartford | CT | 06106 | N/A | PC | Food pantry and food relief | $12,000 |
| Hartford Hospital | |||||||
| 80 Seymour Street | Hartford | CT | 06106 | N/A | PC | General operating support | $20,000 |
| Norwalk Hospital Foundation | |||||||
| 34 Maple Street | Norwalk | CT | 06850 | N/A | PC | Women's & Children's Community Resource Center | $10,000 |
| Parkinson's Foundation | |||||||
| 1350 Broadway Room 1509 Suite 1509 | New York | NY | 10018 | N/A | PC | Hospital care services | $15,000 |
| The Community Fund Darien | |||||||
| 30 Old Kings Highway South | Darien | CT | 06820 | N/A | PC | School engagement, Teen Talk, and Health Clinic | $20,000 |
| The Prospector Theater | |||||||
| 25 Prospect Street | Ridgefield | CT | 06877 | N/A | PC | Popcorn Edu Programming | $25,000 |
| Welles-Turner Memorial Library second Century Fund | |||||||
| 2407 Main Street | Glastonbury | CT | 06033 | N/A | PC | Early literacy program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $312,301 | 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 | $8,928 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $164,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $335,336 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $335,336 | 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 | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1955 shs SOJE | $34,682 | $34,682 |
| 978 shs DTB | $16,675 | $16,675 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (112 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 130 shs ABT | $16,287 | $16,287 |
| 130 shs ABBV | $29,703 | $29,703 |
| 117 shs AMD | $25,057 | $25,057 |
| 452 shs GOOGL | $141,476 | $141,476 |
| 599 shs AMZN | $138,261 | $138,261 |
| 60 shs AMP | $29,420 | $29,420 |
| 51 shs AMGN | $16,693 | $16,693 |
| 59 shs ADI | $16,001 | $16,001 |
| 6129 shs AAPL | $1,666,230 | $1,666,230 |
| 49 shs AMAT | $9,509 | $9,509 |
| 49 shs ARES | $7,920 | $7,920 |
| 68 shs TEAM | $11,026 | $11,026 |
| 955 shs BAC | $52,525 | $52,525 |
| 36 shs BLK | $38,532 | $38,532 |
| 47 shs BX | $7,245 | $7,245 |
| 280 shs AVGO | $96,908 | $96,908 |
| 126 shs CBRE | $20,260 | $20,260 |
| 167 shs LNG | $32,463 | $32,463 |
| 133 shs CVX | $20,271 | $20,271 |
| 591 shs CHWY | $19,533 | $19,533 |
| 55 shs CBRE | $17,167 | $17,167 |
| 232 shs CSCO | $17,871 | $17,871 |
| 108 shs KO | $7,550 | $7,550 |
| 267 shs CL | $21,098 | $21,098 |
| 513 shs CEG | $181,228 | $181,228 |
| 54 shs COST | $46,566 | $46,566 |
| 178 shs CCI | $15,819 | $15,819 |
| 85 shs DELL | $10,700 | $10,700 |
| 20 shs ETN | $6,370 | $6,370 |
| 33 shs LLY | $35,464 | $35,464 |
| 146 shs EQT | $7,826 | $7,826 |
| 469 shs XOM | $56,439 | $56,439 |
| 52 shs FSLR | $13,584 | $13,584 |
| 98 shs FCX | $4,977 | $4,977 |
| 57 shs GS | $50,103 | $50,103 |
| 230 shs HD | $79,143 | $79,143 |
| 238 shs HON | $46,431 | $46,431 |
| 219 shs ICE | $35,469 | $35,469 |
| 10 shs INTU | $6,624 | $6,624 |
| 237 shs JNJ | $49,047 | $49,047 |
| 454 shs JPM | $146,288 | $146,288 |
| 714 shs KDP | $19,999 | $19,999 |
| 20 shs LHX | $5,871 | $5,871 |
| 261 shs LIN | $111,288 | $111,288 |
| 339 shs MMC | $62,891 | $62,891 |
| 83 shs MCD | $25,367 | $25,367 |
| 13 shs META | $8,581 | $8,581 |
| 294 shs MSFT | $142,184 | $142,184 |
| 51 shs MDB | $21,404 | $21,404 |
| 180 shs NFLX | $16,877 | $16,877 |
| 327 shs NEE | $26,252 | $26,252 |
| 34 shs NOC | $19,387 | $19,387 |
| 320 shs NVDA | $59,680 | $59,680 |
| 1080 shs ORLY | $98,507 | $98,507 |
| 64 shs ORCL | $12,474 | $12,474 |
| 516 shs PANW | $95,047 | $95,047 |
| 121 shs PFGC | $10,880 | $10,880 |
| 105 shs PM | $16,842 | $16,842 |
| 215 shs PG | $30,812 | $30,812 |
| 400 shs RSG | $84,772 | $84,772 |
| 201 shs ROK | $78,203 | $78,203 |
| 62 shs CRM | $16,424 | $16,424 |
| 265 shs SRE | $23,397 | $23,397 |
| 130 shs NOW | $19,915 | $19,915 |
| 118 shs SHW | $38,236 | $38,236 |
| 176 shs SHOP | $28,331 | $28,331 |
| 59 shs SOLS | $2,866 | $2,866 |
| 91 shs SPOT | $52,845 | $52,845 |
| 322 shs TMUS | $65,379 | $65,379 |
| 146 shs TSLA | $65,659 | $65,659 |
| 40 shs CI | $11,009 | $11,009 |
| 93 shs TMO | $53,889 | $53,889 |
| 371 shs TJX | $56,989 | $56,989 |
| 173 shs TOST | $6,143 | $6,143 |
| 838 shs UBER | $68,473 | $68,473 |
| 34 shs UNP | $7,865 | $7,865 |
| 79 shs UNH | $26,079 | $26,079 |
| 270 shs V | $94,692 | $94,692 |
| 41 shs WMT | $4,568 | $4,568 |
| 24 shs WELL | $4,455 | $4,455 |
| 27 shs WDAY | $5,799 | $5,799 |
| 928 shs NLY.I | $23,729 | $23,729 |
| 1854 shs BAC.M | $40,769 | $40,769 |
| 1854 shs BAC.N | $38,489 | $38,489 |
| 927 shs NTRSO | $18,002 | $18,002 |
| 927 shs PSA.J | $17,298 | $17,298 |
| 1196 shs BSTZ | $27,042 | $27,042 |
| 6175 shs PTA | $119,239 | $119,239 |
| 4444 shs EOI | $91,369 | $91,369 |
| 810 shs EVMO | $41,095 | $41,095 |
| 473 shs IWO | $152,784 | $152,784 |
| 1250 shs IWP | $171,175 | $171,175 |
| 937 shs IWS | $132,164 | $132,164 |
| 80 shs IJT | $11,293 | $11,293 |
| 2443 shs PDX | $45,880 | $45,880 |
| 97 shs VCSH | $7,734 | $7,734 |
| 54 shs VBR | $11,437 | $11,437 |
| 5763.647 shs BHYIX | $41,614 | $41,614 |
| 6467.505 shs SDSCX | $138,081 | $138,081 |
| 25147.706 shs LPXIX | $241,418 | $241,418 |
| 407.606 shs CSRSX | $26,767 | $26,767 |
| 18779.493 shs ESIIX | $129,391 | $129,391 |
| 4339.938 shs GSIMX | $97,518 | $97,518 |
| 1234.903 shs GQGIX | $21,981 | $21,981 |
| 9649.765 shs HILIX | $232,752 | $232,752 |
| 9248.4 shs SCIEX | $199,950 | $199,950 |
| 12209.298 shs LSIIX | $120,872 | $120,872 |
| 49544.671 shs LAUYX | $122,375 | $122,375 |
| 1095.809 shs MCNVX | $21,752 | $21,752 |
| 22553.385 shs PONPX | $247,862 | $247,862 |
| 10100.857 shs PFTPX | $83,938 | $83,938 |
| 3975.292 shs PRSNX | $39,912 | $39,912 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $147,293 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $147,293 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Net timing differences, checks written to funds withdrawn | $126,131 |
| Unrealized gains on investments | $542,912 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $75,652 | Amt |
| Net Investment Income | $75,652 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $1,207 | Amt |
| Net Investment Income | $1,207 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |