ROBERT AND DIANA BORMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND DIANA BORMAN FAMILY FOUNDATION (EIN 26-1419554)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202501279349103520
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T16:01:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $7,567,948 | 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 | $10,108 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,108 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $983,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,496 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $206,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $206,103 | 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 | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,650 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,079 | 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 | $116,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,473 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,473 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$186,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $412,331 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $234,127 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $234,127 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $143,708 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $150,697 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $150,697 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,963,447 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,022,713 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,022,713 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,209,147 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,160,411 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,160,411 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $117,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,846,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,567,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,567,948 | 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 | $6,846,533 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,567,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,846,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,567,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,846,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,567,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,846,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$186,063 | ExcessRevenueOverExpensesAmt |
| Other Increases | $916,009 | OtherIncreasesAmt |
| Subtotal | $7,576,479 | SubtotalAmt |
| Other Decreases | $8,531 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,567,948 | 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 | $976,575 | $933,658 | $42,917 | $42,917 | |
| Capital Gains Dividends | $6,579 | $6,579 | $6,579 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,496 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,807 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,807 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,807 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | 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 | $5,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,393 | OverpaymentAmt |
| Applied To ES Tax | $3,393 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Kate Borman | IndividualWithBooksNm |
| Phone | 9142389531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Mansfield Avenue | AddressLine1Txt |
| City | Darien | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kate E Borman | ||||||||
| 455 Mansfield Avenue | Darien | CT | 06820 | Trustee | 0.50 | $12,000 | $0 | $0 |
| Adam K Borman | ||||||||
| 455 Mansfield Avenue | Darien | CT | 06820 | Trustee | 0.10 | $10,000 | $0 | $0 |
| Robert G Borman | ||||||||
| 455 Mansfield Avenue | Darien | CT | 06820 | Trustee | 0.10 | $10,000 | $0 | $0 |
| Diana L Borman | ||||||||
| 455 Mansfield Avenue | Darien | CT | 06820 | Trustee | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 East 52nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Managment | ServiceTypeTxt |
| Compensation | $70,650 | 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 | $6,894,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,166,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,166,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,058,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $352,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $352,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,807 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,807 | TotalTaxAmt |
| Distributable Before Adj | $351,138 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $351,138 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $351,138 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,673 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,673 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $351,138 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $262,813 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,673 | QualifyingDistributionsAmt |
| Applied To Year1 | $262,813 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,860 | 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 | $308,278 | 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 programs | $18,000 |
| ABC House - Glastonbury | |||||||
| 1160 New London Turnpike PO Box 502 | Glastonbury | CT | 06033 | N/A | PC | Field trips: art museums and theatres | $10,000 |
| ACT of Connecticut | |||||||
| 36 Old Quarry Road | Ridgefield | CT | 06877 | N/A | PC | Technical Apprentice programs | $20,000 |
| ALS Therapy Development Institute | |||||||
| 480 Arsenal Street Suite 201 | Watertown | MA | 02472 | N/A | PC | Research | $20,000 |
| Catawba Riverkeeper Foundation | |||||||
| 102 Main Street Suite 100 | McAdenville | NC | 28101 | N/A | PC | Internship programs | $30,000 |
| Connecticut Children's Foundation | |||||||
| 282 Washington Street | Hartford | CT | 06106 | N/A | PC | NICU Expansion, child life programs | $20,000 |
| 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 | Dance studio renovation | $8,000 |
| Darien Foundation | |||||||
| PO Box 1714 | Darien | CT | 06820 | N/A | PC | Student broadcasting | $15,000 |
| Darien Nature Center | |||||||
| 120 Brookside Road | Darien | CT | 06820 | N/A | PC | Memorial Walkway | $1,600 |
| Darien YMCA | |||||||
| 2420 Post Road | Darien | CT | 06820 | N/A | PC | Summer camp and swim program | $26,054 |
| Gettysburg College | |||||||
| 300 North Washington Street | Gettysburg | PA | 17325 | N/A | PC | Support for the girls lacrosse team | $9,965 |
| Hands on Hartford | |||||||
| 55 Bartholomew Avenue | Hartford | CT | 06106 | N/A | PC | Food pantry and food relief | $10,000 |
| Hartford Hospital | |||||||
| 80 Seymour Street | Hartford | CT | 06102 | N/A | PC | Maternity support and sleep chairs | $9,354 |
| National Multiple Sclerosis Society | |||||||
| 733 Third Avenue 3rd Floor | New York | NY | 10117 | N/A | PC | MS Navigator Experience | $10,000 |
| Norwalk Hospital Foundation | |||||||
| 34 Maple Street | Norwalk | CT | 06850 | N/A | PC | Nursery and diaper programs | $10,000 |
| Parkinson's Foundation | |||||||
| 1359 Broadway Suite 1509 | New York | NY | 10018 | N/A | PC | Hospital care services | $15,000 |
| The Community Fund Darien | |||||||
| 30 Old Kings Highway South | Darien | CT | 06820 | N/A | PC | School engagement, Teen Talk, and health clinic | $20,000 |
| The Prospector Theater | |||||||
| 25 Prospect Street | Ridgefield | CT | 06877 | N/A | PC | Do Good Business conference; video wall; tech | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,473 | 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 | $10,108 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,496 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $206,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,103 | 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 | $2,300 | Amt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2443 shs PDX | $63,836 | $63,836 |
| 97 shs VCSH | $7,567 | $7,567 |
| 1955 shs SOJE | $36,969 | $36,969 |
| 978 shs DTB | $17,780 | $17,780 |
| 5364.903 shs BHYIX | $38,091 | $38,091 |
| 29106.479 shs LPXIX | $274,474 | $274,474 |
| 17486.805 shs ESIIX | $115,063 | $115,063 |
| 11626.466 shs LSIIX | $113,009 | $113,009 |
| 46798.595 shs LAUYX | $112,785 | $112,785 |
| 4956.484 shs MTGDX | $38,066 | $38,066 |
| 21737.562 shs PONPX | $228,679 | $228,679 |
| 9539.196 shs PFTPX | $76,504 | $76,504 |
| 3781.49 shs PRSNX | $37,588 | $37,588 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (92 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 130 shs ABBV | $23,100 | $23,100 |
| 51 shs ADBE | $22,679 | $22,679 |
| 141 shs AMD | $17,031 | $17,031 |
| 141 shs GOOGL | $85,564 | $85,564 |
| 648 shs AMZN | $142,165 | $142,165 |
| 71 shs AMP | $37,802 | $37,802 |
| 51 shs AMGN | $13,293 | $13,293 |
| 59 shs ADI | $12,535 | $12,535 |
| 6229 shs AAPL | $1,559,866 | $1,559,866 |
| 49 shs ARES | $8,674 | $8,674 |
| 26 shs TEAM | $6,328 | $6,328 |
| 955 shs BAC | $41,972 | $41,972 |
| 40 shs BLK | $41,004 | $41,004 |
| 280 shs AVGO | $64,915 | $64,915 |
| 55 shs CDNS | $16,525 | $16,525 |
| 167 shs LNG | $35,883 | $35,883 |
| 202 shs CVX | $29,258 | $29,258 |
| 591 shs CHWY | $19,793 | $19,793 |
| 55 shs CB | $15,197 | $15,197 |
| 329 shs CSCO | $19,477 | $19,477 |
| 95 shs CME | $22,062 | $22,062 |
| 267 shs CL | $24,273 | $24,273 |
| 513 shs CEG | $114,763 | $114,763 |
| 59 shs COST | $54,060 | $54,060 |
| 333 shs CCI | $30,223 | $30,223 |
| 20 shs ETN | $6,637 | $6,637 |
| 17 shs LLY | $13,124 | $13,124 |
| 485 shs XOM | $52,171 | $52,171 |
| 52 shs FSLR | $9,164 | $9,164 |
| 24 shs GD | $6,324 | $6,324 |
| 80 shs GS | $45,810 | $45,810 |
| 250 shs HD | $97,248 | $97,248 |
| 292 shs HON | $65,960 | $65,960 |
| 219 shs ICE | $32,633 | $32,633 |
| 237 shs JNJ | $34,275 | $34,275 |
| 479 shs JPM | $114,821 | $114,821 |
| 20 shs LHX | $4,206 | $4,206 |
| 261 shs LIN | $109,273 | $109,273 |
| 370 shs MMC | $78,592 | $78,592 |
| 370 shs MCD | $29,569 | $29,569 |
| 87 shs MRK | $8,655 | $8,655 |
| 13 shs META | $7,612 | $7,612 |
| 294 shs MSFT | $123,921 | $123,921 |
| 16 shs NFLX | $14,261 | $14,261 |
| 327 shs NEE | $23,443 | $23,443 |
| 106 shs NOC | $49,745 | $49,745 |
| 320 shs NVDA | $42,973 | $42,973 |
| 72 shs ORLY | $85,378 | $85,378 |
| 516 shs PANW | $93,891 | $93,891 |
| 226 shs PFGC | $19,108 | $19,108 |
| 332 shs PG | $55,660 | $55,660 |
| 243 shs PLD | $25,685 | $25,685 |
| 400 shs RSG | $80,472 | $80,472 |
| 201 shs ROK | $57,444 | $57,444 |
| 97 shs CRM | $32,430 | $32,430 |
| 265 shs SRE | $23,246 | $23,246 |
| 26 shs NOW | $27,563 | $27,563 |
| 118 shs SHW | $40,112 | $40,112 |
| 317 shs SHOP | $33,707 | $33,707 |
| 100 shs SPOT | $44,738 | $44,738 |
| 77 shs SBUX | $7,026 | $7,026 |
| 391 shs TMUS | $86,305 | $86,305 |
| 92 shs TER | $11,585 | $11,585 |
| 146 shs TSLA | $58,961 | $58,961 |
| 71 shs CI | $19,606 | $19,606 |
| 93 shs TMO | $48,381 | $48,381 |
| 371 shs TJX | $44,821 | $44,821 |
| 5 shs TDG | $6,336 | $6,336 |
| 38 shs TWLO | $4,107 | $4,107 |
| 838 shs UBER | $50,548 | $50,548 |
| 240 shs UNH | $121,406 | $121,406 |
| 270 shs V | $85,331 | $85,331 |
| 27 shs WDAY | $6,967 | $6,967 |
| 928 shs NLY.I | $23,887 | $23,887 |
| 1854 shs BAC.M | $42,030 | $42,030 |
| 1854 shs BAC.N | $40,046 | $40,046 |
| 927 shs NTRSO | $18,651 | $18,651 |
| 927 shs PSAJ | $18,216 | $18,216 |
| 1196 shs BSTZ | $24,769 | $24,769 |
| 3144 shs IGR | $15,123 | $15,123 |
| 6175 shs PTA | $118,684 | $118,684 |
| 3721 shs EOI | $77,285 | $77,285 |
| 498 shs IWO | $143,334 | $143,334 |
| 1292 shs IWP | $163,761 | $163,761 |
| 994 shs IWS | $128,564 | $128,564 |
| 4554.64 shs SDSCX | $131,174 | $131,174 |
| 268.995 shs CSRSX | $17,689 | $17,689 |
| 4125.669 shs GSIMX | $80,698 | $80,698 |
| 1234.903 shs GQGIX | $20,425 | $20,425 |
| 9649.765 shs HILX | $170,511 | $170,511 |
| 9609.164 shs SCIEX | $169,410 | $169,410 |
| 1003.889 shs MCNVX | $18,783 | $18,783 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $150,697 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $150,697 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $8,531 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized gains on investments | $913,609 |
| Excise tax refunds | $2,400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $70,650 | Amt |
| Net Investment Income | $70,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $1,079 | $1,079 | $0 |
| Excise Taxes | $10,414 | $0 | $0 |