CHENEVERT FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHENEVERT FAMILY FOUNDATION INC (EIN 27-0886303)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-05
- IRS object ID
- 202410659349100111
- Schema version
- 2023v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-05T11:20:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270886303 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHENEVERT FAMILY FOUNDATIONINC | BusinessNameLine1Txt |
| Business Name Line2 | C/O LOUIS R CHENEVERT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHEN | BusinessNameControlTxt |
| Phone | 8607296500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS R CHENEVERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8607296500 | PhoneNum |
| Signature | 2024-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUIS | PersonFirstNm |
| Person Last | CHENEVERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETH A THURZ | PreparerPersonNm |
| PTIN | P00346435 | PTIN |
| Phone | 8606779188 | PhoneNum |
| Preparation | 2024-03-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,435,803 | 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 | $965,964 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $186,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,309,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,589,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,309,985 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,462,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,496,080 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,259 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $944 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $315 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,643 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $547 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $16,869 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,869 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,456 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,862 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $431,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $431,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $487,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,456 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,974,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,476,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $693,901 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $512,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $512,081 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $531,192 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,171,398 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,178,800 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,383,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,282,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,445,082 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,172,870 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,181,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,299,840 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,781,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,147,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,435,803 | 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 | $7,781,941 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,147,478 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,781,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,147,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,781,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,147,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,781,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,974,251 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,756,192 | SubtotalAmt |
| Other Decreases | $608,714 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,147,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,589,198 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,279,213 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,309,985 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,309,985 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,309,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,155 | 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 | $7,155 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $13,370 | 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 | Yes (1) | 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 | DEBRA L CHENEVERT | IndividualWithBooksNm |
| Phone | 8607296500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS R CHENEVERT | ||||||||
| 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | CHAIRMAN AND PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBRA L CHENEVERT | ||||||||
| 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | SECRETARY AND TREASURER | 1.00 | $0 | $0 | $0 |
| LISA CHENEVERT KRAUSE | ||||||||
| 33 PORTAGE CROSSING | FARMINGTON | CT | 06032 | DIRECTOR | 1.00 | $18,000 | $0 | $0 |
| SOPHIE CHENEVERT SCHILKE | ||||||||
| 3 BEAVER POND LANE | SOUTH SALEM | NY | 10590 | DIRECTOR | 1.00 | $18,000 | $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 | $10,500,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $648,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,148,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,148,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,981,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $549,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $549,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,525 | TotalTaxAmt |
| Distributable Before Adj | $528,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $528,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $528,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $468,337 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $528,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $109,434 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,877 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $148,311 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $468,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $60,195 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $60,195 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,116 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $88,116 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,239 | ExcessFromYear4Amt |
| Excess From Year3 | $38,877 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS R CHENEVERT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUIS R CHENEVERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8607296500 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM REQUIRED; LETTER TO FOUNDATION MANAGER WILL SUFFICE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE PRIMARY ACTIVITIES OF THE FOUNDATION SHALL BE THE MAKING OF GRANTS TO DOMESTIC ORGANIZATIONS WHICH QUALIFY AS CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND WHICH SHALL BE TAX-EXEMPT UNDER SECTION 501(A), AND CONTRIBUTIONS TO WHICH SHALL BE TAX-DEDUCTIBLE UNDER SECTION 170(C)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | TO PROVIDE FUNDING FOR RESEARCH AND ASSITANCE TO THOSE AFFECTED BY ALZHEIMER'S DISEASE | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA | OK | 73123 | NONE | PC | TO PROVIDE FUNDING FOR RESEARCH AND ASSITANCE TO THOSE AFFECTED BY CANCER | $1,500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | NONE | PC | TO PROVIDE FUNDING FOR RESEARCH AND ASSITANCE TO THOSE AFFECTED BY DIABETES. | $5,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | PC | TO PROVIDE FUNDS FOR EMERGENCY ASSISTANCE TO THOSE IN NEED | $7,500 |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 101286804 | NONE | PC | TO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES. | $2,500 |
| COMPASS YOUTH COLLABORATIVE | |||||||
| 55 AIRPORT ROAD 201 | HARTFORD | CT | 06114 | NONE | PC | TO FUND SUPPORT SERVICES PROVIDED TO HIGH-RISK YOUTH IN THEIR COMMUNITIES | $5,000 |
| CONGRESSIONAL MEDAL OF HONOR FOUNDATION | |||||||
| 1501 LEE HIGHWAY SUITE 300 | ARLINGTON | VA | 22209 | NONE | PC | FUNDING FOR SCHOLARSHIPS TO SUPPORT OUTREACH OF MEDAL RECIPIENTS | $5,000 |
| FRIENDS OF HEC | |||||||
| 27 W 20TH ST STE 800 | NEW YORK | NY | 10011 | NONE | PC | TO FUND THE SUPPORTING OF INTEREST OF SCHOOLS, EDUCATIONAL PROGRAMS AND INSTITUTIONS. | $30,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK RD NO N4327B | BALTIMORE | MD | 21211 | NONE | PC | TO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH AND TO SHARE BENEFITS DISCOVERED | $30,000 |
| NEIGHBORLY CARE NETWORK | |||||||
| 13945 EVERGREEN AVE 4TH FL | CLEARWATER | FL | 33762 | NONE | PC | TO SUPPORT PROVIDING QUALITY HOME AND COMMUNITY-BASED SERVICES | $1,500 |
| ST PETERSBURG FREE CLINIC | |||||||
| 863 3RD AVE N | ST PETERSBURG | FL | 33701 | NONE | PC | TO FUND THE PROVIDING OF HEALTHCARE, NUTRITIOUS FOOD, RECOVERY HOUSING, AND EDUCATION FOR OUR NEIGHBORS IN NEED | $3,000 |
| THE KIND MOUSE | |||||||
| 1801 16TH ST N | ST PETERSBURG | FL | 33704 | NONE | PC | TO FUND THE ASSISTANCE OF FAMILIES IN TRANSITION AND THEIR CHRONICALLY HUNGRY CHILDREN | $500 |
| YALE NEW HAVEN HOSPITAL | |||||||
| 35 PARK STREET | NEW HAVEN | CT | 06511 | NONE | PC | BRAIN CANCER RESEARCH PROJECT | $200,000 |
| CT CHILDREN'S FOUNDATION | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 06106 | NONE | PC | TO PROVIDE FUNDING FOR THE CHILDREN'S FOUNDATION | $30,000 |
| FARMINGTON LITTLE LEAGUE | |||||||
| PO BOX 324 | FARMINGTON | CT | 06034 | NONE | PC | TO SUPPORT FARMINGTON'S LITTLE LEAGUE | $225 |
| MOFFITT CANCER CENTER | |||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | NONE | PC | TO PROVIDE FUNDING FOR CANCER RESEARCH | $50,000 |
| POLARIS TECH CHARTER SCHOOL | |||||||
| 1508 GRAYS HWY | RIDGELAND | SC | 29936 | NONE | PC | TO PROVIDE FUNDING FOR TECH RESEARCH | $50,000 |
| ST RAPHAEL CATHOLIC CHURCH | |||||||
| 1376 SNELL ILES BLVD | ST PETERSBURG | FL | 33704 | NONE | PC | TO PROVIDE SUPPORT FOR THE CATHOLIC CHURCH | $500 |
| ST ANTHONY'S HOSPITAL FOUNDATION | |||||||
| 1200 7TH AVE N | ST PETERSBURG | FL | 33705 | NONE | PC | TO SUPPORT THE ST. ANTHONY'S PARISH | $2,000 |
| FLORIDA ORCHESTRA | |||||||
| 244 2ND AVENUE NORTH SUITE 420 | ST PETERSBURG | FL | 33701 | NONE | PC | TO PROVIDE FUNDING FOR THE FLORIDA ORCHESTRA | $2,000 |
| FEEDING AMERICA | |||||||
| 4702 TRANSPORT DR BUILDING 6 | TAMPA | FL | 33605 | NONE | PC | TO PROVIDE HELP FOR THOSE WHO WHO ARE IN NEED OF FOOD | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $431,475 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,309,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,496,080 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,496,080 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LOUIS R CHENEVERT | ||||||
| 1 | 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | $571,312 | Yes (X) |
| LOUIS R CHENEVERT | ||||||
| 2 | 400 BEACH DRIVE NE UNIT 2405 | ST PETERSBURG | FL | 33701 | $394,651 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,396 SHARES OF CARRIER GLOBAL CORP STOCK | $571,312 | 2023-07-20 |
| 2 | 4,824 SHARES OF RAYTHEON TECHONOLOGIES STOCK | $394,651 | 2023-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,190 | Amt |
| Net Investment Income | $1,643 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $547 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #7088 - CORPORATE STOCK | $2,924,108 | $5,281,520 |
| MERRILL LYNCH #2442 - CORPORATE STOCK | $2,358,880 | $3,163,562 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,171,398 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,178,800 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH #2442 - MUTUAL FUNDS | AT COST | $706,901 | $727,835 |
| MERRILL LYNCH #7088 - MUTUAL FUNDS | AT COST | $474,110 | $572,005 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,259 | LegalFeesAmt |
| Net Investment Income | $944 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $315 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK DONATION COST BASIS ADJUSTMENT | Desc |
| Amt | $608,714 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $16,869 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,869 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS R CHENEVERT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BEACH DRIVE NE UNIT 2405 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |