JAMES AND MARY ELLEN MARPE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND MARY ELLEN MARPE FAMILY FOUNDATION (EIN 06-1663665)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202201299349102060
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T10:49:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD 7TH FL | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061663665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES & MARY ELLEN MARPE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2039777300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES S MARPE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2039777300 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MARPE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY A HAYES | PreparerPersonNm |
| PTIN | P00836254 | PTIN |
| Phone | 2039777300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $593,735 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $257,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,986 | 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 | $3,662 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,441 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,221 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,325 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $989 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,221 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,463 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,463 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $385,621 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $273,068 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $421,272 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $413,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $445,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $593,735 | 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 | $413,550 | RetainedEarningBOYAmt |
| Retained Earning EOY | $445,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $413,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $445,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $413,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $445,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $413,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,875 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106 | OtherIncreasesAmt |
| Subtotal | $445,531 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $445,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH *4553 | P | $53,691 | $48,485 | $5,206 | $5,206 |
| MERRILL LYNCH *4553 | P | $195,750 | $108,118 | $87,632 | $87,632 |
| CAPITAL GAINS DIVIDENDS | P | $8,453 | $8,453 | $8,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,291 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $620 | 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 | $620 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $755 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY A HAYES ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039777300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES MARPE | ||||||||
| 57 MORNINGSIDE DRIVE SOUTH | WESTPORT | CT | 06880 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARY ELLEN MARPE | ||||||||
| 57 MORNINGSIDE DRIVE SOUTH | WESTPORT | CT | 06880 | TRUSTEE | 0.25 | $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 | $548,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $586,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $586,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $577,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,375 | TotalTaxAmt |
| Distributable Before Adj | $27,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,523 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,176 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,176 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,919 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,922 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,203 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $179,649 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,176 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,653 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $218,302 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $20,919 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $197,383 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,497 | ExcessFromYear4Amt |
| Excess From Year3 | $48,922 | ExcessFromYear3Amt |
| Excess From Year2 | $31,203 | ExcessFromYear2Amt |
| Excess From Year1 | $62,108 | ExcessFromYear1Amt |
| Excess From Current Year | $38,653 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES MARPE | ContributingManagerNm |
| Contributing Manager | MARY ELLEN MARPE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE OF WESTPORT INC | |||||||
| PO BOX 2153 | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| ALZHEIMER'S RESEARCH FOUNDATION | |||||||
| 620 SEA ISLAND RD STE 324 | STSIMONS ISLAND | GA | 31522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $300 |
| BUILDERS BEYOND BORDERS | |||||||
| 66 FORT POINT ST | NORWALK | CT | 06855 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| CATCH-A-LIFT FUND | |||||||
| 2066 YORK RD 205A | TIMONIUM | MD | 21093 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $150 |
| CT AGAINST GUN VIOLENCE | |||||||
| PO BOX 123 | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| CT CHALLENGE MISSION | |||||||
| 250 PEQUOT AVE | SOUTHPORT | CT | 06890 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| DOMESTIC VIOLENCE CRISIS CENTER | |||||||
| 16 RIVER ST | NORWALK | CT | 06850 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $339 |
| EARTHPLACE | |||||||
| 10 WOODSIDE LANE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $750 |
| FAIRFIELD COUNTY COMMUNITY FOUNDATION | |||||||
| 40 RICHARDS AVE | NORWALK | CT | 06854 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| FRIENDS OF SHERWOOD ISLAND STATE PARK | |||||||
| PO BOX 544 | WESTPORT | CT | 06881 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $200 |
| FRIENDS OF WESTPORT CENTER FOR SENIOR ACTIVITIES | |||||||
| 21 IMPERIAL AVE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| GREENS FARM CHURCH | |||||||
| 71 HILLANDALE RD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $17,000 |
| NEW YORK BOARD OF RABBIS | |||||||
| 171 MADISON AVE 1602 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,150 |
| NORWALK HOSPITAL FOUNDATION | |||||||
| 30 STEVENS ST | NORWALK | CT | 06850 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| PENN STATE | |||||||
| 116 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $300 |
| RIEDEL CODY FUND | |||||||
| PO BOX 1162 | OLD SAYBROOK | CT | 06475 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,500 |
| ROTARY FOUNDATION | |||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $200 |
| STAMFORD SYMPHONY ORCHESTRA | |||||||
| 263 TRESSER BLVD | STAMFORD | CT | 06901 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,500 |
| STAPLES TUITION GRANTS | |||||||
| PO BOX 5159 | WESTPORT | CT | 06881 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| WESTCHESTER GOLF ASSOC CADDIE SCHOLARSHIP FUND | |||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $27,766 |
| WESTPORT LIBRARY ASSOCIATION | |||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $3,000 |
| WESTPORT PBA | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $200 |
| WESTPORT POLICE UNION LOCAL 2080 | |||||||
| 50 JESUP RD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| WESTPORT ROTARY CLUB FOUNDATION | |||||||
| PO BOX 743 | WESTPORT | CT | 06881 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $750 |
| WESTPORT UNIFORMED FIREFIGHTERS CHARITABLE FDTN | |||||||
| 515 POST RD E | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,955 | 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 | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,691 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,986 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBEY CAP FUTURES STRAT FUND | AT COST | $7,475 | $7,651 |
| AQR DIV ARBITRAGE FUND | AT COST | $10,850 | $12,778 |
| BLACKROCK EVENT DRIVEN EQUITY FUND | AT COST | $12,672 | $12,906 |
| BLACKROCK GBL LONG SHORT CRED FUND | AT COST | $4,142 | $4,156 |
| BLACKROCK GBL LONG SHORT EQTY FUND | AT COST | $4,206 | $4,283 |
| BLACKROCK STRAT INC OPP FUND | AT COST | $9,361 | $9,698 |
| BRANDYWINE GBL UNCONSTR BD FUND | AT COST | $4,208 | $4,303 |
| GOTHAM ABSOLUTE RETURN FUND | AT COST | $6,989 | $8,953 |
| ISHARES MSCI ETF | AT COST | $20,558 | $31,344 |
| ISHARES 5 YR CORP BOND ETF | AT COST | $10,306 | $10,108 |
| JPM EXCH ULTRA SHT INC ETF | AT COST | $9,853 | $9,793 |
| LOOMIS SAYLES GROWTH FUND | AT COST | $20,336 | $60,486 |
| MFS INTL DIV FUND | AT COST | $32,842 | $52,268 |
| MFS VALUE FUND | AT COST | $30,228 | $63,232 |
| NEUBERGER BERMAN LONG SHORT FUND | AT COST | $11,668 | $12,745 |
| PIMCO DYNAMIC BOND FUND | AT COST | $4,515 | $4,465 |
| PRINCIPAL MIDCAP FUND | AT COST | $18,524 | $23,185 |
| SPDR S&P 500 ETF | AT COST | $14,446 | $47,021 |
| VAN ECK EMERG MKTS FUND | AT COST | $19,314 | $21,260 |
| WESTERN ASSET MACRO OPP FUND | AT COST | $4,118 | $4,251 |
| FULLER THALER SMALL CAP EQ FUND | AT COST | $7,713 | $7,791 |
| JOHN HANCOCK LONG/SHORT FUND | AT COST | $8,744 | $8,595 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAY PITNEY LLP | CategoryTxt |
| Legal Fees | $3,662 | LegalFeesAmt |
| Net Investment Income | $2,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,221 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH ANNUAL FEE | $150 | $150 | $0 |
| MERRILL LYNCH RETURNED CHECK FEE | $30 | $30 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR BOOK/TAX DIFFERENCES | Desc |
| Amt | $106 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VACHERON DISABATO & ASSOC. | CategoryTxt |
| Amt | $5,325 | Amt |
| Net Investment Income | $5,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $101 | $101 | $0 |
| 2020 EXCISE TAX PAID | $268 | $0 | $0 |
| 2021 ESTIMATED TAX PAID | $620 | $0 | $0 |