BARBOURTOWN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BARBOURTOWN FOUNDATION (EIN 46-1567892)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-10-09
- IRS object ID
- 202312829349100721
- Schema version
- 2022v5.0
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-09T16:59:28-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060312590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMMINGS & LOCKWOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM 400 | AddressLine1Txt |
| City | W HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461567892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBOURTOWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 8603134930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CUMMINGS LOCKWOOD 75 ISHAM RD 40 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN STANLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603134930 | PhoneNum |
| Signature | 2023-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | STANLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARSHA W FISHER | PreparerPersonNm |
| PTIN | P01823506 | PTIN |
| Phone | 8603134918 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $750,307 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,146 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,146 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,615 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,229 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,825 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,270 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,270 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,282 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,552 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,552 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,738 | CashBOYAmt |
| Cash EOY | $38,704 | CashEOYAmt |
| Cash EOYFMV | $38,704 | CashEOYFMVAmt |
| Corporate Stock BOY | $388,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $468,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $711,603 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $475,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $507,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $750,307 | 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 | $475,326 | RetainedEarningBOYAmt |
| Retained Earning EOY | $507,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $475,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $507,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $475,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $507,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $475,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,403 | OtherIncreasesAmt |
| Subtotal | $507,281 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $507,281 | 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 |
|---|---|---|---|---|
| SALE THROUGH GLENMEDE | $93,237 | $78,386 | $14,851 | $14,851 |
| SALES THROUGH GLENMEDE | $114,378 | $7,000 | $107,378 | $107,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,229 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,686 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,686 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | 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 | $1,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $206 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | PAUL L BOURDEAU ESQUIRE | IndividualWithBooksNm |
| Phone | 8603134930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM RD SUITE 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FRANK L STANLEY | |||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD STE | 400 | WEST HARTFORD | CT | 06107 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH STANLEY | |||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD STE | 400 | WEST HARTFORD | CT | 06107 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JONATHAN STANLEY | |||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD STE | 400 | WEST HARTFORD | CT | 06107 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $726,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $767,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $767,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $755,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,790 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,686 | TotalTaxAmt |
| Distributable Before Adj | $36,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,104 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,779 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $7,485 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,779 | AppliedToYear1Amt |
| Applied To Prior Years | $7,485 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,486 | 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 | $30,618 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANTON HISTORICAL SOCIETY INC | |||||||
| 11 FRONT STREET | COLLINSVILLE | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| CANTON LAND CONSERVATION TRUST INC | |||||||
| PO BOX 41 | CANTON CENTER | CT | 06020 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $4,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| COLLINSVILLE VOLUNTEER FIRE DEPARTMENT INCORPORATED | |||||||
| 51 RIVER ROAD | COLLINSVILLE | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $250 |
| CONNECTICUT FOREST & PARK ASSOCIATION | |||||||
| 16 MERIDEN ROAD | ROCKFALL | CT | 06481 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| FARMINGTON RIVER WATERSHED ASSOCIATION INC | |||||||
| 749 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| FARMINGTON VALLEY VISITING NURSE ASSOCIATION (VNA VALLEY CARE INC) | |||||||
| 8 OLD MILL LN | SIMSBURY | CT | 06070 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $3,000 |
| FRIENDS OF JOHN JAY HOMESTEAD | |||||||
| PO BOX 148 | KATONAH | NY | 10536 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $10,000 |
| GARDEN CONSERVANCY INC | |||||||
| PO BOX 608 | GARRISON | NY | 10524 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,250 |
| GARRISON FOREST SCHOOL INC | |||||||
| 300 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,300 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN RD | LAKEVILLE | CT | 06039 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,150 |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD ST SW STE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| KNOX INC | |||||||
| 75 LAUREL ST | HARTFORD | CT | 06106 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| MCLEAN GAME REFUGE INC | |||||||
| 75 GREAT POND ROAD | SIMSBURY | CT | 06070 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION INC | |||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| NATIONAL PARKS CONSERVATION ASSCIATION | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $100 |
| NEW ENGLAND WILD FLOWER SOCIETY (NATIVE PLANT TRUST) | |||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $100 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| PITTSBURGH HISTORY & LANDMARKS FOUNDATION | |||||||
| 100 W STATION SQUARE DR STE 450 | PITTSBURGH | PA | 15219 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| RAIL PASSENGER ASSOCIATION (NATIONAL ASSOCIATION OF RAILROAD PASSENGERS) | |||||||
| 1200 G STREET NW SUITE 240 | WASHINGTON | DC | 20005 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $850 |
| RENBROOK SCHOOL INCORPORATED | |||||||
| 2865 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,400 |
| ROARING BROOK NATURE CENTER | |||||||
| 70 GRACEY RD | CANTON | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $5,000 |
| SALVATION ARMY THE (SALVATION ARMY NATIONAL CORP) | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $4,000 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| PO BOX 834 10 LAKE AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $600 |
| WESTERN PENNSYLVANIA CONSERVANCY | |||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,750 | 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 | $1,146 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,450 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,527 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,527 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 4942(A)-3.(D)(2)TO ALLOACATE $7,485 OF EXCESS QUALIFYING DISTRIBUTIONS MADE DURING FYE 05/31/2023 TO UNDISTRIBUTED INCOME FOR FYE 05/31/2022. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS HELD THROUGH GLENMEDE #262-00-4/7 | StockNm |
| EOY Book Value | $468,577 | EOYBookValueAmt |
| EOYFMV | $711,603 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUMMINGS & LOCKWOOD LLC - LEGAL FEES | CategoryTxt |
| Legal Fees | $9,270 | LegalFeesAmt |
| Net Investment Income | $9,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GLENMEDE - INVESTMENT MANAGEMENT FEES | $5,133 | $5,133 | $0 |
| BANK CHARGES - CHECK REORDER FEES | $75 | $75 | $0 |
| FEDERAL EXPRESS - POSTAGE AND SHIPPING | $74 | $74 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK BASIS ADJUSTMENTS | Desc |
| Amt | $2,403 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNAL REVENUE SERVICE - BALANCE DUE EXCISE TAX FYE 05/31/22 | $1,193 | $0 | $0 |
| INTERNAL REVENUE SERVICE - ESTIMATED EXCISE TAX FYE 05/31/23 | $1,480 | $0 | $0 |