VICA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VICA FOUNDATION (EIN 27-2178283)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349104219
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T17:22:20-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060885645 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRODEUR & COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SPRINGBROOK RD | AddressLine1Txt |
| City | OLD SAYBROOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06475 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272178283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O TIMOTHY CROWLEY TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICA | BusinessNameControlTxt |
| Phone | 2033189333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1156 | AddressLine1Txt |
| City | PAWCATUCK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06379 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY CROWLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033189333 | PhoneNum |
| Signature | 2025-05-15 | 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 | DONALD S BRODEUR JR | PreparerPersonNm |
| PTIN | P00447959 | PTIN |
| Phone | 8603884627 | PhoneNum |
| Preparation | 2025-05-15 | 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 | $17,743,098 | 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 | $12,335,126 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,760 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,760 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $158,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,098 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,678 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,649,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,536 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,155 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,078 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,077 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,438 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,438 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $47,392 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,392 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $58,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,077 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $448,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $393,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,200,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $258,628 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,013,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $633,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $633,391 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,287,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,868,545 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,109,707 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,301,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,501,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,743,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,301,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,501,936 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,301,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,501,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,301,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,501,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,301,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,200,677 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,501,936 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,501,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,678 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,595 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,595 | SubtotalAmt |
| Tax Based On Investment Income | $3,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,227 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,227 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,632 | OverpaymentAmt |
| Applied To ES Tax | $2,632 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | VICAFOUNDATION.ORG (NOT ACTIVE YET) | WebsiteAddressTxt |
| Individual With Books | TIMOTHY CROWLEY | IndividualWithBooksNm |
| Phone | 2033189333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1156 | AddressLine1Txt |
| City | PAWCATUCK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06379 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY CROWLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1156 | AddressLine1Txt |
| City | PAWCATUCK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06379 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,574,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $937,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,512,499 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,512,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,384,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $419,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $419,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,595 | TotalTaxAmt |
| Distributable Before Adj | $415,646 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $415,646 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $415,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $393,077 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $393,077 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $415,646 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $92,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,391 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $181,825 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $158,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $518,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $393,077 | QualifyingDistributionsAmt |
| Applied To Current Year | $393,077 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $22,569 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,569 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $495,483 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $70,006 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $425,477 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,391 | ExcessFromYear4Amt |
| Excess From Year3 | $181,825 | ExcessFromYear3Amt |
| Excess From Year1 | $158,261 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PUBLIC CHARI | GENERAL SUPPORT | $30,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PUBLIC CHARI | GENERAL FUND | $40,000 | |
| PRO PUBLICA | |||||||
| 155 AVENUE OF AMERICAS | NEW YORK | NY | 10013 | PUBLIC CHARI | GENERAL FUND | $50,000 | 13TH FLOOR |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MA AVE NW | WASHINGTON DC | DC | 20001 | PUBLIC CHARI | CRISIS IN UKRAINE, HURRICANE IAN, | $20,000 | 7TH FLOOR |
| LIBRARY OF AMERICA | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PUBLIC CHARI | GENERAL FUND | $50,000 | |
| LEWISBORO LAND TRUST | |||||||
| PO BOX 496 | SOUTH SALEM | NY | 10590 | PUBLIC CHARI | GENERAL FUND | $30,000 | |
| PLANNED PARENTHOOD-METRO WA DC | |||||||
| 2430 POPLAR AVE | MEMPHIS | TN | 38112 | PUBLIC CHARI | GENERAL SUPPORT | $50,000 | |
| FISTULA FOUNDATION | |||||||
| 1700 THE ALAMEDA | SAN JOSE | CA | 95126 | PUBLIC CHARI | GENERAL FUND | $50,000 | STE 300 |
| WORLD FOOD PROGRAM US | |||||||
| 1750 H STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARI | GENERAL SUPPORT | $30,000 | SUITE 500 |
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | PUBLIC CHARI | GENERAL SUPPORT | $30,000 | 18TH FLOOR |
| SOUTHERN POVERTY LAW CTR | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,760 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148,678 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $314,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $314,536 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL G PEDERSEN 2019 CRUT UA DTD | BusinessNameLine1Txt |
| Business Name Line2 | 09/27/2019 | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O T CROWLEY TRUSTEE | AddressLine1Txt |
| Address Line2 | POS BOX 1156 | AddressLine2Txt |
| City | PAWCATUCK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06379 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,335,126 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SEE ATTACHED | NoncashPropertyDesc |
| Fair Market Value | $12,325,381 | FairMarketValueAmt |
| Received | 2024-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES(`23 FORM 990-PF) | CategoryTxt |
| Amt | $6,155 | Amt |
| Net Investment Income | $3,078 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,077 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS - SEE ATTACHED | $11,920,796 | $9,883,619 |
| EXCHANGE TRADED FUNDS - SEE ATTACHED | $1,791,129 | $1,527,370 |
| MUTUAL FUNDS - SEE ATTACHED | $6,156,620 | $5,698,718 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADVISORY FEES MS 098 | $45,961 | $45,961 |
| MS 098 MISC ADJUSTMENT | $1,431 | $1,431 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL G PEDERSEN 2019 CRUT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TIM CROWLEY TRUSTEE PO BOX 1156 | AddressLine1Txt |
| City | PAWCATUCK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06379 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $5,438 | Amt |
| Net Investment Income | $5,438 | NetInvestmentIncomeAmt |