WIGGINS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WIGGINS FOUNDATION INC (EIN 06-1415108)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-24
- IRS object ID
- 202432989349101003
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-24T08:11:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 061415108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wiggins Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WIGG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN WIGGINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,879,156 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $284,842 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $284,842 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $235,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $235,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,522,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,687,211 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,050 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,050 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$1,000,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $521,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,751 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,238 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $305 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $61,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,390 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $506,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $506,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $595,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,595,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $500,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,764,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,390,473 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,390,473 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $4,967,886 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,978,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,668,610 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,266,395 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,039,316 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $257,952 | CorporateBondsBOYAmt |
| Other Investments EOY | $471,086 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $471,317 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,691,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,095,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,879,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,691,542 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,095,840 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,691,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,095,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,691,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,095,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,691,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,595,702 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,095,840 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,095,840 | 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 |
|---|---|---|---|---|
| Publicly-traded Securities | $12,687,211 | $12,727,873 | -$40,662 | -$40,662 |
| Passthrough K1 Capital Gain/(Loss) | -$8,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$48,740 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,955 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,955 | SubtotalAmt |
| Tax Based On Investment Income | $6,955 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $23 | OverpaymentAmt |
| Applied To ES Tax | $23 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Matthew Maxwell Wiggins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Stephen F Wiggins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Genevieve Rosie Wiggins Antil | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $60,550 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,764,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,059,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,824,325 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,824,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $297,365 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,526,960 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $976,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $976,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,955 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,955 | TotalTaxAmt |
| Distributable Before Adj | $969,393 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $969,393 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $969,393 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $567,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $969,393 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $554,607 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $567,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $554,607 | AppliedToYear1Amt |
| Applied To Current Year | $12,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $956,900 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Stephen F Wiggins | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESSIBLE SPACE INC | |||||||
| 2550 UNIVERSITY AVE WEST SUITE 3 | ST PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $50,000 |
| ADDICTION IS A DIS-EASE INC | |||||||
| 339 MELROSE AVE | MILL VALLEY | CA | 94941 | N/A | PC | General & Unrestricted | $10,000 |
| ART AT A TIME LIKE THIS INC | |||||||
| 32 MORTON ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $2,000 |
| AUSTIN CATHOLIC SCHOOLS INC | |||||||
| 311 4TH ST NW | AUSTIN | MN | 55912 | N/A | PC | General & Unrestricted | $10,000 |
| BANCO DE ALIMENTOS PUERTO RICO INC | |||||||
| PO BOX 3990 | CAROLINA | PR | 00984 | N/A | PC | General & Unrestricted | $5,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | General & Unrestricted | $5,000 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $5,000 |
| BRIDGEPORT FIELD OF DREAMS FOUNDATION INC | |||||||
| 379 SZOST DR | FAIRFIELD | CT | 06824 | N/A | PC | General & Unrestricted | $2,500 |
| BRIXHAM MONTESSORI FRIENDS SCHOOL | |||||||
| 18 BRICKYARD CT | YORK | ME | 03909 | N/A | PC | General & Unrestricted | $5,000 |
| CANCER RESEARCH INSTITUTE INC | |||||||
| 29 BROADWAY 4TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $2,500 |
| CENTROS SOR ISOLINA FERRE INC | |||||||
| PO BOX 7313 | PONCE | PR | 00732 | N/A | PC | General & Unrestricted | $10,000 |
| DARIEN EMS POST 53 INC | |||||||
| PO BOX 2066 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $5,000 |
| DARIEN LIBRARY INC | |||||||
| 1441 POST RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $5,000 |
| DUCHESNE ACADEMY OF THE SACRED HEART | |||||||
| 3601 BURT ST | OMAHA | NE | 68131 | N/A | PC | General & Unrestricted | $2,500 |
| FAIR TIDE INC | |||||||
| 15 STATE RD | KITTERY | ME | 03904 | N/A | PC | Mainspring project | $5,000 |
| FUNDACION DE DESARROLLO COMUNAL DE P R INC | |||||||
| PO BOX 6300 | CAGUAS | PR | 00726 | N/A | PC | General & Unrestricted | $10,000 |
| FUNDACION DE NINOS DE PUERTO RICO INC | |||||||
| PO BOX 6719 | SAN JUAN | PR | 00914 | N/A | PC | General & Unrestricted | $10,000 |
| GREENS LEDGE LIGHT PRESERVATION SOCIETY INC | |||||||
| PO BOX 43 | ROWAYTON | CT | 06853 | N/A | PC | General & Unrestricted | $5,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| PO BOX 412275 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $10,000 |
| HOGAR MIS PRIMEROS PASOS INC | |||||||
| CALLE ESTACION C-1 PMB 94 | VEGA ALTA | PR | 00692 | N/A | PC | General & Unrestricted | $25,000 |
| HOLY INNOCENTS CHILDREN'S MALARIA HOSPITAL UGANDA | |||||||
| 12463 RANCHO BERNARDO RD 501 | SAN DIEGO | CA | 92128 | N/A | PC | General & Unrestricted | $10,000 |
| HOMES WITH HOPE INC | |||||||
| 59 MYRTLE AVE | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $5,000 |
| KISS THE GROUND | |||||||
| PO BOX 515381 | LOS ANGELES | CA | 90051 | N/A | PC | General & Unrestricted | $5,000 |
| KITTERY LAND TRUST INC | |||||||
| PO BOX 467 | KITTERY | ME | 03904 | N/A | PC | General & Unrestricted | $5,000 |
| LAND TRUST OF DARIEN INC | |||||||
| PO BOX 1074 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $2,500 |
| LOON PRESERVATION COMMITTEE | |||||||
| PO BOX 604 | MOULTONBORO | NH | 03254 | N/A | PC | General & Unrestricted | $5,000 |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $30,000 |
| MAINE ORGANIC FARMERS & GARDENERS ASSOCIATION | |||||||
| PO BOX 170 | UNITY | ME | 04988 | N/A | PC | General & Unrestricted | $5,000 |
| MQ FOUNDATION INC | |||||||
| INGLESIDE INVESTORS 12 E 49TH ST | NEW YORK | NY | 10017 | N/A | PC | research led by Dr. Alex Lussier | $2,000 |
| MUSEO DE ARTE DE PUERTO RICO INC | |||||||
| 2325 BLVD LUIS A FERRE | AGUAYO PONCE | PR | 00717 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | N/A | PC | General & Unrestricted | $1,000 |
| NORWALK HOSPITAL FOUNDATION INC | |||||||
| 34 MAPLE ST | NORWALK | CT | 06856 | N/A | PC | General & Unrestricted | $10,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| ONE PARK AVE 17TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | Young Lung Program | $50,000 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $25,000 |
| PENCILS OF PROMISE INCORPORATED | |||||||
| 1115 BROADWAY STE 1157 | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $5,000 |
| PGA TOUR FIRST TEE FOUNDATION INC | |||||||
| 13000 SAWGRASS VILLAGE CIR | PONTE VEDRA BEACH | FL | 32082 | N/A | PC | General & Unrestricted | $5,000 |
| POSITIVE DIRECTIONS-THE CENTER FOR PREVENTION AND | |||||||
| 90 POST ROAD W | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $10,000 |
| RAIN AND ROSE CHARITABLE FUND LLC | |||||||
| 3207 PLANTATION VLG | DORADO | PR | 00646 | N/A | PF | Expenditure Responsibility Grant | $25,000 |
| SAVE THE SOUND INC | |||||||
| 127 CHURCH ST 2ND FL | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $5,000 |
| SECOND CHANCE ANIMAL RESCUE INC | |||||||
| HC 1 BOX 3547 | VILLALBA | PR | 00766 | N/A | PC | General & Unrestricted | $1,000 |
| SQUAM LAKES ASSOCIATION | |||||||
| 534 US RTE 3 | HOLDERNESS | NH | 03245 | N/A | PC | General & Unrestricted | $5,000 |
| SQUAM LAKES CONSERVATION SOCIETY | |||||||
| PO BOX 696 | HOLDERNESS | NH | 03245 | N/A | PC | General & Unrestricted | $25,000 |
| STAMFORD HOSPITAL | |||||||
| 3001 SUMMER ST 2ND FL | STAMFORD | CT | 06905 | N/A | PC | General & Unrestricted | $25,000 |
| STEW LEONARD III WATER SAFETY FOUNDATION INC | |||||||
| 100 WESTPORT AVE | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $10,000 |
| TEACH FOR AMERICA | |||||||
| 370 JAMES ST SUITE 404 | NEW HAVEN | CT | 06513 | N/A | PC | General & Unrestricted | $5,000 |
| TOWN OF DARIEN FIREFIGHTERS FOUNDATION INC | |||||||
| 848 POST RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $500 |
| UNITARIAN UNIVERSALIST CONGREGATION IN WESTPORT IN | |||||||
| 10 LYONS PLAINS RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $5,000 |
| WORLD TELEHEALTH INITIATIVE | |||||||
| 7402 HOLLISTER AVE | GOLETA | CA | 93117 | N/A | PC | General & Unrestricted | $10,000 |
| YELLOWSTONE CLUB COMMUNITY FOUNDATION | |||||||
| 1111 RESEARCH DR STE B | BOZEMAN | MT | 59718 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $506,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,842 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,522,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,050 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,000,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,000,223 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAIN AND ROSE CHARITABLE FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3207 PLANTATION VLG | AddressLine1Txt |
| City | DORADO | CityNm |
| State Abbreviation | PR | StateAbbreviationCd |
| ZIP | 00646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-09-28 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | to support US public charities that fight poverty in puerto rico | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | EXPECTED IN 2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | none necessary | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $123,165 | $195,566 |
| ALPHABET INC CL C | $123,928 | $197,302 |
| BERKSHIRE HATHAWAY INC. CLASS | $167,105 | $194,380 |
| CANADIAN PACIFIC RAILWAY LTD | $273,169 | $285,011 |
| CHEVRON CORP | $250,567 | $257,301 |
| CIGNA CORPORATION | $1,027,007 | $919,312 |
| EXXON MOBIL CORP | $249,784 | $242,951 |
| INVESCO WATER RESOURCES ETF | $113,500 | $608,600 |
| ISHARES MSCI EMERGING MARKETS | $749,822 | $799,289 |
| ISHARES MSCI EQUAL WEIGHTED ET | $998,904 | $1,093,498 |
| T-MOBILE US INC | $321,534 | $366,354 |
| UNITEDHEALTH GROUP INC | $568,013 | $561,217 |
| VANGUARD FTSE DEVELOPED MARKET | $299,897 | $318,535 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,967,886 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,978,050 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESCO DB AGRICULTURE FUND | CategoryOrItemTxt |
| Book Value | $471,086 | BookValueAmt |
| EOYFMV | $471,317 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $60,550 | $60,550 | |
| Bank Charges | $1,230 | $1,230 | |
| K-1 Exp INVESCO DB AGRICULTURE | $160 | $160 | |
| State or Local Filing Fees | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss INVESCO DB AGRICULTURE FUND | Desc |
| Revenue And Expenses Per Books | $1,050 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $19,751 | Amt |
| Net Investment Income | $19,751 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $5,600 | |
| Foreign Tax Paid | $305 | $305 |
| IRS Miscellaneous Fee Expense | $1,333 |