HARRIS LEGACY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS LEGACY FOUNDATION (EIN 47-1545339)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-11
- IRS object ID
- 202421639349101512
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-11T03:04:57-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464498246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAVIN TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 CHANNELSIDE DRIVE | AddressLine1Txt |
| City | OLD SAYBROOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06475 | 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 | 471545339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS LEGACY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 4109350581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600 | AddressLine1Txt |
| City | New Milford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06776 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE CARTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4109350581 | PhoneNum |
| Signature | 2024-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUZANNE | PersonFirstNm |
| Person Last | CARTER | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMMY GAVIN EA | PreparerPersonNm |
| PTIN | P01268699 | PTIN |
| Phone | 8603884500 | PhoneNum |
| Preparation | 2024-06-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $688,325 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $47 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,377 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,377 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,424 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,424 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,175 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,263 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,424 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,851 | CashBOYAmt |
| Cash EOY | $6,897 | CashEOYAmt |
| Cash EOYFMV | $6,897 | CashEOYFMVAmt |
| Other Investments BOY | $567,607 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $539,447 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $681,428 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $575,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $546,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $688,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $575,458 | RetainedEarningBOYAmt |
| Retained Earning EOY | $546,344 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $575,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $546,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $575,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $546,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $575,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,114 | ExcessRevenueOverExpensesAmt |
| Subtotal | $546,344 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $546,344 | TotNetAstOrFundBalancesEOYAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | SUZANNE CARTER | IndividualWithBooksNm |
| Phone | 4109350581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600 | AddressLine1Txt |
| City | NEW MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06776 | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| SUZANNE CARTER | ||||||
| PO BOX 600 | NEW MILFORD | CT | 06776 | PRESIDENT | 020.00 | $23,000 |
| CHRISTINA CARTER | ||||||
| PO BOX 600 | NEW MILFORD | CT | 06776 | SECRETARY | 002.00 | $3,000 |
| KATHRYN C MARR | ||||||
| PO BOX 600 | NEW MILFORD | CT | 06776 | TREASURER | 002.00 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,200 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $71,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,100 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $13,100 | RemainingDistriFromCorpusAmt |
| Total Corpus | $84,300 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,800 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,000 | ExcessFromYear4Amt |
| Excess From Year3 | $13,500 | ExcessFromYear3Amt |
| Excess From Year2 | $16,200 | ExcessFromYear2Amt |
| Excess From Year1 | $13,000 | ExcessFromYear1Amt |
| Excess From Current Year | $13,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | NONE | COMMUNITY SERVICE | $1,000 |
| AMERICAN RED CROSS | ||||||
| 6135 N BLACK CANYON HWY | PHOENIX | AZ | 85015 | NONE | COMMUNITY SERVICE | $1,000 |
| KATHERINE HEPBURN CULTURAL ARTS CENTER | ||||||
| 300 MAIN STREET | OLD SAYBROOK | CT | 06475 | NONE | COMMUNITY SERVICE | $1,200 |
| FLORENCE GRISWOLD MUSEUM | ||||||
| 96 LYME STREET | OLD LYME | CT | 06371 | NONE | COMMUNITY SERVICE | $1,200 |
| JACQUES PEPIN FOUNDATION | ||||||
| PO BOX 28 | BARRINGTON | RI | 02806 | NONE | COMMUNITY SERVICE | $1,200 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | COMMUNITY SERVICE | $500 |
| LYME YOUTH COUNCIL | ||||||
| 59 LYME STREET | LYME | CT | 06371 | NONE | COMMUNITY SERVICE | $500 |
| LYME AMBULANCE | ||||||
| PO BOX 911 | LYME | CT | 06439 | NONE | COMMUNITY SERVICE | $500 |
| LYME PUBLIC LIBRARY | ||||||
| 482 HAMBURG ROAD | LYME | CT | 06371 | NONE | COMMUNITY SERVICE | $500 |
| LYME FIRE DEPARTMENT | ||||||
| 213 HAMBURG ROAD | LYME | CT | 06371 | NONE | COMMUNITY SERVICE | $500 |
| CIRCLE OF CARE | ||||||
| PO BOX 32 | WILTON | CT | 06897 | NONE | COMMUNITY SERVICE | $1,000 |
| ABC OF WILTON | ||||||
| PO BOX 7658 | WILTON | CT | 06897 | NONE | COMMUNITY SERVICE | $1,000 |
| WILTON YOUTH COUNCIL | ||||||
| PO BOX 172 | WILTON | CT | 06897 | NONE | COMMUNITY SERVICE | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | COMMUNITY SERVICE | $500 |
| OLD SAYBROOK VOLUNTEER FIRE DEPT | ||||||
| 310 MAIN ST | OLD SAYBROOK | CT | 06475 | NONE | COMMUNITY SERVICE | $1,000 |
| OLD SAYBROOK AMBULANCE | ||||||
| 316 MAIN ST | OLD SAYBROOK | CT | 06475 | NONE | COMMUNITY SERVICE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,377 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,424 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,424 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED ON INVESTMENTS TO FUND CONTRIBUTIONS. |
| 4 | DIVIDENDS EARNED ON INVESTMENTS TO FUND CONTRIBUTIONS. |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,175 | Amt |
| Net Investment Income | $1,175 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $539,447 | BookValueAmt |
| EOYFMV | $681,428 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OFFICE EXPENSES | $2,103 | $2,103 |
| PHONE/INTERNET EXPENSE | $1,160 | $1,160 |