WATERING POND FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WATERING POND FOUNDATION INC (EIN 22-3282518)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-09
- IRS object ID
- 202631609349100823
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-09T12:57:58-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852992024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shoreline Tax and Bookkeeping Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 Old Post Rd | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06413 | 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 | 223282518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATERING POND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WATE | BusinessNameControlTxt |
| Phone | 2034941355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WATERING POND ROAD | AddressLine1Txt |
| City | GUILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06437 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BOWER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2034941355 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deborah DeRusha | PreparerPersonNm |
| PTIN | P01618199 | PTIN |
| Phone | 8605524843 | PhoneNum |
| Preparation | 2026-06-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,427,886 | 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 | $4,038 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,038 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $161,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,002 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $57,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,884 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,750 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $16 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $299 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $249 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $66 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,682 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,682 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,797 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,706 | CashBOYAmt |
| Cash EOY | $1,899 | CashEOYAmt |
| Cash EOYFMV | $1,899 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $132,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,879 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,879 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses EOY | $177 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $177 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,080,754 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,246,706 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,246,706 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $111,822 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,225 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,225 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,326,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,427,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,427,886 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $429 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,325,932 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,427,886 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,325,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,326,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,427,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,325,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $123,614 | OtherIncreasesAmt |
| Subtotal | $1,427,886 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - UBS 7515 - LT | P | 2024-12-31 | 2025-12-31 | $60,000 | $0 | $62,252 | -$2,252 | $0 | $0 | $0 | -$2,252 |
| PUBLICLY TRADED SECURITIES - UBS 7518 - ST | P | 2024-12-31 | 2025-12-31 | $24,206 | $0 | $24,130 | $76 | $0 | $0 | $0 | $76 |
| PUBLICLY TRADED SECURITIES - UBS 7518 - LT | P | 2024-12-31 | 2025-12-31 | $77,359 | $0 | $53,242 | $24,117 | $0 | $0 | $0 | $24,117 |
| PUBLICLY TRADED SECURITIES - UBS 7518 - CGD | P | 2024-12-31 | 2025-12-31 | $61 | $0 | $0 | $61 | $0 | $0 | $0 | $61 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,002 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $623 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $623 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,600 | OriginalReturnOverpaymentAmt |
| Overpayment | $977 | OverpaymentAmt |
| Applied To ES Tax | $977 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL BOWER | IndividualWithBooksNm |
| Phone | 2034941355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WATERING POND RD | AddressLine1Txt |
| City | GUILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DOROTHY L COCHRANE | ||||||||
| 80 WATERING POND RD | GUILFORD | CT | 06437 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL F BOWER | ||||||||
| 80 WATERING POND RD | GUILFORD | CT | 06437 | TRES/SEC | 0.50 | $0 | $0 | $0 |
| LILY BOWER | ||||||||
| 80 WATERING POND RD | GUILFORD | CT | 06437 | DIRECTOR | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,225,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,355,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,355,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,334,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $623 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $623 | TotalTaxAmt |
| Distributable Before Adj | $66,112 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,112 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,112 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,825 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,112 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,108 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,825 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $287 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $287 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,421 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $1,821 | ExcessFromYear3Amt |
| Excess From Year2 | $1,600 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABBEY OF REGINA LAUDIS | ||||||||||
| 273 FLANDERS RD | BETHLEHEM | CT | 06751 | PC | GENERAL SUPPORT | $1,000 | ||||
| ACLU FOUNDATION | ||||||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $2,000 | ||||
| AMERICAN NATIONAL RED CROSS | ||||||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | GENERAL SUPPORT | $100 | ||||
| CARE INC | ||||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | PC | GENERAL SUPPORT | $360 | ||||
| COMPASSION AND CHOICES | ||||||||||
| 8156 S WADSWORTH BLVD E-162 | LITTLETON | CO | 80128 | PC | GENERAL SUPPORT | $500 | ||||
| CONNECTICUT FOODSHARE | ||||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | GENERAL SUPPORT | $1,000 | ||||
| CONNECICUT PUBLIC BROADCASTING | ||||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | GENERAL SUPPORT | $1,000 | ||||
| DOCTORS WITHOUT BORDERS USA | ||||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $13,000 | ||||
| ENVIROMENTAL DEFENSE FUND | ||||||||||
| 257 PARK AVE SOUTH 11TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $5,000 | ||||
| FEEDING AMERICA | ||||||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $2,500 | ||||
| FOOD BANKS CANADA | ||||||||||
| PC | GENERAL SUPPORT | $727 | 77 CITY CENTRE DR SUITE 501 | MISSISSAUGA, ONTA | CA | L5B 1M5 | ||||
| GUEST HOUSE RETREAT & CONFERENCE CENTER | ||||||||||
| 318 W MAIN ST | CHESTER | CT | 06412 | PC | GENERAL SUPPORT | $3,032 | ||||
| GUILFORD A BETTER CHANCE (ABC) | ||||||||||
| PO BOX 140 | GUILFORD | CT | 06437 | PC | GENERAL SUPPORT | $1,000 | ||||
| GUILFORD ART CENTER | ||||||||||
| 411 CHURCH ST | GUILFORD | CT | 06437 | PC | GENERAL SUPPORT | $750 | ||||
| INTERNATIONAL CAMPAIGN FOR TIBET | ||||||||||
| 1825 JEFFERSON PL NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $100 | ||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | PC | GENERAL SUPPORT | $3,000 | ||||
| KRIPALU CENTER FOR YOGA & HEALTH | ||||||||||
| 57 INTERLAKEN RD | STOCKBRIDGE | MA | 01262 | PC | GENERAL SUPPORT | $7,000 | ||||
| MERCY CORPS | ||||||||||
| PO BOX 37800 | BOONE | IA | 50037 | PC | GENERAL SUPPORT | $5,000 | ||||
| NATIONAL ORGANIZATION FOR WOMEN FOUNDATION | ||||||||||
| 1100 H STREET NW SUITE 300 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $1,000 | ||||
| PARKINSON'S FOUNDATION | ||||||||||
| 200 SE 1ST ST STE 800 | MIAMI | FL | 33131 | PC | GENERAL SUPPORT | $175 | ||||
| PARTNERS IN HEALTH | ||||||||||
| 800 BOYLSTON ST | BOSTON | MA | 02199 | PC | GENERAL SUPPORT | $4,000 | ||||
| PLANNED PARENTHOOD (PPFA) | ||||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $1,500 | ||||
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | ||||||||||
| 1725 EYE ST NW STE 900 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $500 | ||||
| SONOMA ASHRAM FOUNDATION | ||||||||||
| 1087 CRAIG AVE | SONOMA | CA | 95476 | PC | GENERAL SUPPORT | $2,000 | ||||
| SPIRIT ROCK MEDITATION CENTER | ||||||||||
| PO BOX 169 | WOODACRE | CA | 94973 | PC | GENERAL SUPPORT | $3,000 | ||||
| TRUE NORTH AID | ||||||||||
| PC | GENERAL SUPPORT | $749 | PO BOX 37023 | KITCHENER, ONTARI | CA | N2A4A7 | ||||
| UNICEF USA | ||||||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $100 | ||||
| WORLD CENTRAL KITCHEN | ||||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $3,589 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,682 | 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 | $4,038 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,002 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,884 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHORELINE TAX & BOOKKEEPING TAX PREPARATION | CategoryTxt |
| Amt | $1,850 | Amt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS 7515 - CORPORATE BONDS & NOTES | BondNm |
| EOY Book Value | $51,225 | EOYBookValueAmt |
| EOYFMV | $51,225 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS 7516 - COMMON STOCK | $63,623 | $63,623 |
| UBS 7516 - CLOSED END FUNDS & ETP | $827,612 | $827,612 |
| UBS 7518 - COMMON STOCK | $338,039 | $338,039 |
| UBS 7518 - CLOSED END FUNDS & ETP | $703 | $703 |
| UBS 7518 - MUTUAL FUNDS | $16,729 | $16,729 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC INVESTMENT FEES | $22 | $22 | |
| PAYMENT PROCESSING FEES | $44 | $44 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $123,614 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FINANCIAL SERVICES INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $12,750 | Amt |
| Net Investment Income | $12,750 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $299 | $299 | |
| STATE FILING FEES | $249 | $249 | |
| FEDERAL TAXES | $632 |