ROBERT AND DIANA BORMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND DIANA BORMAN FAMILY FOUNDATION (EIN 26-1419554)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202431309349102993
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T15:33:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | Robert Borman | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9142389531 | PhoneNum |
| Signature | 2024-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert | PersonFirstNm |
| Person Last | Borman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2024-04-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $6,846,533 | 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 | $9,537 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,537 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $285,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,073,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $285,005 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $432,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $432,908 | 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 | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,693 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,693 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $823 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $329,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $328,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $429,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $358,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $365,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $340,016 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $412,331 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $412,331 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $64,255 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $143,708 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $143,708 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,252,846 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,963,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,963,447 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,219,620 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,209,147 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,209,147 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $100,425 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,977,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,846,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,846,533 | 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 | $5,977,162 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,846,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,977,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,846,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,977,162 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,846,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,977,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $890,791 | OtherIncreasesAmt |
| Subtotal | $6,871,001 | SubtotalAmt |
| Other Decreases | $24,468 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,846,533 | 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 | $2,073,280 | $1,788,336 | $284,944 | $284,944 | |
| Capital Gains Dividends | $61 | $61 | $61 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $285,005 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $139 | EsPenaltyAmt |
| Tax Due | $5,214 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 | $62,693 | 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 | $6,092,918 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $322,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,415,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,415,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,319,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $315,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $315,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,075 | TotalTaxAmt |
| Distributable Before Adj | $310,905 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,905 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,905 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $358,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $358,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $310,458 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $358,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $310,458 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,092 | 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 | $262,813 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABC House - Darien | |||||||
| 103 Tokeneke Road | Darien | CT | 06820 | N/A | PC | Tutor Program | $18,000 |
| ABC House - Glastonbury | |||||||
| 1160 New London Turnpike PO Box 502 | Glastonbury | CT | 06033 | N/A | PC | Tutor Program | $5,000 |
| ACT of Connecticut | |||||||
| 36 Old Quarry Road | Ridgefield | CT | 06877 | N/A | PC | Spring Show/ Technical Apprentice Program | $25,000 |
| ALS Therapy Development Institute | |||||||
| 480 Arsenal Street Suite 201 | Watertown | MA | 02472 | N/A | PC | For medical and scientific research | $30,000 |
| Build Love Serve Ministry | |||||||
| 18 Corinthian Road | New York | NY | 10956 | N/A | PF | Support for homeless and holiday meals | $1,000 |
| Catawba Riverkeeper Foundation | |||||||
| 102 Main Street Suite 100 | McAdenville | NC | 28101 | N/A | PC | Internship Program | $30,000 |
| 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 | Special Activities | $17,000 |
| Darien Foundation | |||||||
| PO Box 1714 | Darien | CT | 06820 | N/A | PC | DHS auditorium video wall | $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 | Playground shade/ summer camp program | $27,600 |
| Gettysburg College | |||||||
| 300 North Washington Street | Gettysburg | PA | 17325 | N/A | PC | Support for the girls lacrosse team | $10,350 |
| Hands on Hartford | |||||||
| 55 Bartholomew Avenue | Hartford | CT | 06106 | N/A | PC | Support for the community pantry and neighborhood services | $14,500 |
| Hartford Hospital | |||||||
| 80 Seymour Street | Hartford | CT | 06102 | N/A | PC | Women's Health Program | $27,000 |
| Norwalk Hospital Foundation | |||||||
| 34 Maple Street | Norwalk | CT | 06850 | N/A | PC | Support for Women & Children's Community Resource Center | $22,500 |
| Parkinson's Foundation | |||||||
| 1359 Broadway Suite 1509 | New York | NY | 10018 | N/A | PC | Aware in Care hospital Initiative | $15,000 |
| The Community Fund Darien | |||||||
| 30 Old Kings Highway South | Darien | CT | 06820 | N/A | PC | School engagement | $18,000 |
| The Oswego College Foundation | |||||||
| 215 Sheldon Hall | Oswego | NY | 13126 | N/A | PC | Contribution to the endowed scholarship program | $26,000 |
| The Prospector Theater | |||||||
| 25 Prospect Street | Ridgefield | CT | 06877 | N/A | PC | Do Good Business Conference | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $329,450 | 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 | $9,537 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $285,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $432,908 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $432,908 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Build Love Serve Ministry Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 South Cole Court | AddressLine1Txt |
| City | Spring Valley | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10977 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-11-08 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | The recipient is tax-exempt under Section 501(c)(3) as a private nonoperating foundation. The Foundation paid the recipient $1,000 to provide food and nutrition relief to those suffering from homelessness and poverty, specifically around the Thanksgiving Holiday. | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | None | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | December 31, 2023 | DatesOfReportsByGranteeTxt |
| Verification | 2023-12-31 | VerificationDt |
| Results Of Verification | The Foundation maintained contact with the recipient during the 2023 tax year, and received a report of the programs funded. The recipient notified the Foundation by the end of the 2023 tax year (ending December 31, 2023) that the funds received by the Foundation were used to provide a Thanksgiving dinner to those in need at risk of food insecurity. Accordingly, to the best of the Foundation's knowledge, no portion of the funds awarded were diverted from its intended purpose. The recipient is a 501(c)(3) private nonoperating foundation which has not informed the Foundation that it will make a corpus election as required under Section 170(b)(1)(F) for the Foundation to apply this distribution towards its Section 4942 payout requirement. Accordingly, the Foundation has not included this grant as part of its qualifying distributions in Form 990-PF, Part XI. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 978 units DTB | $19,663 | $19,663 |
| 928 units NLY.I | $22,745 | $22,745 |
| 927 units PSA.J | $19,907 | $19,907 |
| 927 units NTRSO | $19,680 | $19,680 |
| 6175 units PTA | $111,212 | $111,212 |
| 27648.362 units LPXIX | $252,153 | $252,153 |
| 1955 units SOJE | $38,944 | $38,944 |
| 19893.648 units PBDPX | $178,844 | $178,844 |
| 1854 units BAC.N | $39,907 | $39,907 |
| 1854 units BAC.M | $42,809 | $42,809 |
| 6668.380 units PFTPX | $52,947 | $52,947 |
| 8049.676 units ESIIX | $53,369 | $53,369 |
| 5783.113 units FSMSX | $63,094 | $63,094 |
| 3872.743 units GSIMX | $76,719 | $76,719 |
| 20447.614 units PONPX | $217,154 | $217,154 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (87 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 994 units IWS | $115,592 | $115,592 |
| 36 units CRM | $25,525 | $25,525 |
| 9649.765 units HILIX | $170,222 | $170,222 |
| 9609.164 units SCIEX | $159,993 | $159,993 |
| 292 units HON | $61,235 | $61,235 |
| 95 units APD | $26,011 | $26,011 |
| 93 units TMO | $49,363 | $49,363 |
| 32 units NVDA | $15,847 | $15,847 |
| 51 units ADBE | $30,427 | $30,427 |
| 72 units ORLY | $68,406 | $68,406 |
| 8452 units AMZN | $98,457 | $98,457 |
| 313 units MSFT | $117,701 | $117,701 |
| 31 units AVGO | $34,604 | $34,604 |
| 120 units NOC | $56,177 | $56,177 |
| 71 units AMP | $26,968 | $26,968 |
| 6229 units AAPL | $1,199,269 | $1,199,269 |
| 45 units TSLA | $11,182 | $11,182 |
| 1473 units VZ | $55,532 | $55,532 |
| 61 units AMAT | $9,886 | $9,886 |
| 118 units SHW | $36,804 | $36,804 |
| 36 units NOW | $25,434 | $25,434 |
| 59 units COST | $38,945 | $38,945 |
| 485 units XOM | $48,490 | $48,490 |
| 479 units JPM | $81,478 | $81,478 |
| 452 units GOOGL | $63,140 | $63,140 |
| 52 units ABBV | $8,058 | $8,058 |
| 513 units CEG | $59,965 | $59,965 |
| 498 units IWO | $125,606 | $125,606 |
| 400 units RSG | $65,964 | $65,964 |
| 411 units MMC | $77,872 | $77,872 |
| 226 units PFGC | $15,628 | $15,628 |
| 342 units JNJ | $53,605 | $53,605 |
| 332 units PG | $48,651 | $48,651 |
| 371 units TJX | $34,804 | $34,804 |
| 286 units HAL | $10,339 | $10,339 |
| 40 units BLK | $32,472 | $32,472 |
| 514 units MDT | $42,343 | $42,343 |
| 329 units CSCO | $16,621 | $16,621 |
| 250 units HD | $86,638 | $86,638 |
| 32 units AMGN | $9,217 | $9,217 |
| 47 units SPGI | $20,704 | $20,704 |
| 261 units LIN | $107,195 | $107,195 |
| 258 units PANW | $76,079 | $76,079 |
| 244 units DEO | $35,541 | $35,541 |
| 240 units UNH | $126,353 | $126,353 |
| 20 units LRCX | $15,665 | $15,665 |
| 219 units ICE | $28,126 | $28,126 |
| 50 units ADSK | $12,174 | $12,174 |
| 148 units ACN | $51,935 | $51,935 |
| 201 units ROK | $62,406 | $62,406 |
| 197 units PFE | $5,672 | $5,672 |
| 181 units NEE | $10,994 | $10,994 |
| 1292 units IWP | $134,962 | $134,962 |
| 1234.903 units GQGIX | $19,561 | $19,561 |
| 1196 units BSTZ | $19,985 | $19,985 |
| 1480 units BAC | $49,832 | $49,832 |
| 23 units NFLX | $11,198 | $11,198 |
| 102 units MCD | $30,244 | $30,244 |
| 100 units UNP | $24,562 | $24,562 |
| 5420.479 units SDSCX | $142,559 | $142,559 |
| 110 units AMD | $16,215 | $16,215 |
| 375 units ADM | $27,083 | $27,083 |
| 26 units TEAM | $6,184 | $6,184 |
| 387 units SQ | $29,934 | $29,934 |
| 155 units CVX | $23,120 | $23,120 |
| 95 units CME | $20,007 | $20,007 |
| 417 units CL | $33,239 | $33,239 |
| 1165 units GLW | $35,474 | $35,474 |
| 209 units DXCM | $25,935 | $25,935 |
| 27 units DPZ | $11,130 | $11,130 |
| 17 units LLY | $9,910 | $9,910 |
| 174 units ILMN | $24,228 | $24,228 |
| 89 units IQV | $20,593 | $20,593 |
| 64 units KVUE | $1,378 | $1,378 |
| 111 units MCHP | $10,010 | $10,010 |
| 337 units SRE | $25,184 | $25,184 |
| 285 units SHOP | $22,202 | $22,202 |
| 391 units TMUS | $62,689 | $62,689 |
| 71 units CI | $21,261 | $21,261 |
| 738 units UBER | $45,439 | $45,439 |
| 50 units ULTA | $24,500 | $24,500 |
| 28 units VRSK | $6,688 | $6,688 |
| 270 units V | $70,295 | $70,295 |
| 79 units WMT | $12,454 | $12,454 |
| 317 units YETI | $16,414 | $16,414 |
| 201 units Z | $11,630 | $11,630 |
| 2443 units PDX | $50,033 | $50,033 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $143,708 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $143,708 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 88 units AMT | FMV | $18,997 | $18,997 |
| 361 units CCI | FMV | $41,584 | $41,584 |
| 430 units PLD | FMV | $57,319 | $57,319 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net timing differences, checks written to funds withdrawn | Desc |
| Amt | $24,468 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NY Filing Fees | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains on investments | Desc |
| Amt | $890,791 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $62,693 | Amt |
| Net Investment Income | $62,693 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $823 | $823 | $0 |
| Excise Taxes | $2,544 | $0 | $0 |