People's United Community Foundation: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- People's United Community Foundation (EIN 26-0814452)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-07
- IRS object ID
- 202221889349101602
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-07T11:25:05-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 260814452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | People's United Community Foundation of | BusinessNameLine1Txt |
| Business Name Line2 | Eastern Massachusetts Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DANV | 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 | KEVIN T BOTTOMLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN T | PersonFirstNm |
| Person Last | BOTTOMLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $16,247,572 | 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 | $62,897 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $425,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $425,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,708,422 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,297,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,150,926 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,234 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $55 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,201,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,576,491 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $50,318 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,907 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,411 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,579 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,477 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,102 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $29,469 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $189,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $854,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $854,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,044,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $934,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,157,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,564,107 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $965,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $965,079 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $374,465 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,498,859 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,500,592 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,907,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,073,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,281,122 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $491,184 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $488,957 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $500,779 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,869,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,026,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,247,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,869,673 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,026,720 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,869,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,026,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,869,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,026,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,869,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,157,047 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,026,720 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,026,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $12,297,468 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,146,542 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,150,926 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,150,926 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,150,926 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,141 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $105,141 | SubtotalAmt |
| Tax Based On Investment Income | $105,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,633 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,508 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $105,141 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
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 | MA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
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 | 501 SILVERSIDE ROAD SUITE 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Kevin T Bottomley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Chair | 1.0 | $0 | $0 | $0 |
| Diane C Brinkley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Doucette | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Bruce Figueroa | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Thomas Ford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Clerk, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Anna Maria Greener | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Matt Hegarty | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Eleanor M Hersey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| J Michael O'Brien | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Diane T Stringer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Patrick Sullivan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| 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 | $14,280,509 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,372,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,653,053 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,653,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $234,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,418,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $770,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $770,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,141 | TotalTaxAmt |
| Distributable Before Adj | $665,772 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $665,772 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $665,772 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $934,432 | 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 | $934,432 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $665,772 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $23,584 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $149,997 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $219,949 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $383,326 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $776,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $934,432 | QualifyingDistributionsAmt |
| Applied To Current Year | $665,772 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $268,660 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,045,516 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,584 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,021,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $149,997 | ExcessFromYear3Amt |
| Excess From Year2 | $219,949 | ExcessFromYear2Amt |
| Excess From Year1 | $383,326 | ExcessFromYear1Amt |
| Excess From Current Year | $268,660 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | R Skerry | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Conant Street | AddressLine1Txt |
| City | Danvers | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9787390211 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS TO R. SKERRY HTTPS://WWW.PEOPLES.COM/ABOUT-US/COMMUNITY/CHARITABLE-GIVING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATIONS TO R. SKERRY HTTPS://WWW.PEOPLES.COM/ABOUT-US/COMMUNITY/CHARITABLE-GIVING | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT APPLICATIONS TO R. SKERRY HTTPS://WWW.PEOPLES.COM/ABOUT-US/COMMUNITY/CHARITABLE-GIVING | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | |||||||
| 178 TREMONT ST | BOSTON | MA | 02111 | N/A | PC | ABCD Youth Services | $5,000 |
| ALLSTON BRIGHTON COMM DEV CORP | |||||||
| 18R SHEPARD ST UNIT 100 | BRIGHTON | MA | 02135 | N/A | PC | Homeownership & Counseling programs | $5,000 |
| ANNA JAQUES COMMUNITY HEALTH FOUNDATION INC | |||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | N/A | SO I | Stepping Forward: A campaign to expand surgical services | $10,000 |
| ASIAN COMMUNITY DEVELOPMENT CORP | |||||||
| 38 OAK ST | BOSTON | MA | 02111 | N/A | PC | Building Blocks program | $5,000 |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES INC | |||||||
| 35 PARK ST | BEVERLY | MA | 01915 | N/A | PC | General Operating Fund | $10,000 |
| BEVERLY CHILDRENS LEARNING CENTERS INC | |||||||
| 550 CABOT ST | BEVERLY | MA | 01915 | N/A | PC | to upgrade furniture for Preschool Classroom | $6,000 |
| BEVERLY HISTORICAL SOCIETY INC | |||||||
| 117 CABOT ST | BEVERLY | MA | 01915 | N/A | PC | Cabot House HVAC and Energy Efficiency Upgrade Fund | $15,000 |
| BEVERLY ROTARY CLUB FOUNDATION INC | |||||||
| PO BOX 201 | BEVERLY | MA | 01915 | N/A | PC | Jack Good Scholarship Fund | $5,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | |||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | N/A | PC | Food Program: Healthy meals for homeless patients | $20,000 |
| BOSTON PARTNERS IN EDUCATION INC | |||||||
| 192 SOUTH ST STE 600 | BOSTON | MA | 02111 | N/A | PC | Aim High STEM, 2020-2021 Program | $5,000 |
| BOSTON SENIOR HOME CARE INC | |||||||
| 89 S ST STE 501 | BOSTON | MA | 02111 | N/A | PC | Vital Services to Residents of Supportive housing during Covid-19 | $7,500 |
| BOSTON TRINITY ACADEMY INC | |||||||
| 17 HALE ST | HYDE PARK | MA | 02136 | N/A | PC | Boston Trinity Academy Scholarship Fund | $5,000 |
| BOYS AND GIRLS CLUB OF GREATER SALEM INC | |||||||
| PO BOX 24 | SALEM | MA | 01970 | N/A | PC | For Transportation Costs 2021-2022 | $10,000 |
| BOYS AND GIRLS CLUBS OF BOSTON INC | |||||||
| 200 HIGH ST LBBY 3 | BOSTON | MA | 02110 | N/A | PC | Academic & Life Success Program | $10,000 |
| BREAKTIME CAFE INC | |||||||
| 170 PORTLAND ST | BOSTON | MA | 02114 | N/A | PC | BREAKTIME FLAGSHIP DOUBLE IMPACT INITIATIVE | $5,000 |
| BUILDING A BETTER BEVERLY INC | |||||||
| 191 CABOT ST | BEVERLY | MA | 01915 | N/A | PC | Summer Literacy Program | $20,000 |
| BUSINESSES UNITED IN INVESTING LENDING AND DEVELOP | |||||||
| 745 ATLANTIC AVE 8TH FL | BOSTON | MA | 02111 | N/A | PC | BUILD Boston's Youth Entrepreneurship Program | $8,500 |
| CARE DIMENSIONS INC | |||||||
| 75 SYLVAN ST B-102 | DANVERS | MA | 01923 | N/A | PC | Building the Future Standard of Compassionate Care program | $25,000 |
| CARE DIMENSIONS INC | |||||||
| 75 SYLVAN ST B-102 | DANVERS | MA | 01923 | N/A | PC | General & Unrestricted | $7,500 |
| CARITAS COMMUNITIES INC | |||||||
| 25 BRAINTREE HILL OFC PARK SUITE | BRAINTREE | MA | 02184 | N/A | PC | General Operating Expenses for organizational recovery due to covid | $10,000 |
| CHILDRENS CENTER FOR COMMUNICATION INC | |||||||
| 6 ECHO AVE | BEVERLY | MA | 01915 | N/A | PC | Protecting students and faculty from COVID-19 fund | $10,000 |
| CHILDRENS SERVICES OF ROXBURY INC | |||||||
| 520 DUDLEY ST | ROXBURY | MA | 02119 | N/A | PC | Youth & Police in Partnership (YPP) | $5,000 |
| CITIZENS INN INC | |||||||
| 81 MAIN ST | PEABODY | MA | 01960 | N/A | PC | Haven from Hunger Food Pantry and Community meals program | $12,000 |
| CITY MISSION INC | |||||||
| 185 COLUMBIA RD | DORCHESTER | MA | 02121 | N/A | PC | Homelessness Prevention Program, A lift up | $5,000 |
| CITYSPROUTS INC | |||||||
| 1035 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | N/A | PC | Young Leaders Program - Boston | $2,500 |
| COMMUNITY GIVING TREE INC | |||||||
| 572B MAIN ST | BOXFORD | MA | 01921 | N/A | PC | Lawrence Giving Center | $5,000 |
| COMMUNITY YOUNG MENS CHRISTIAN ASSOC OF DANVERS MA | |||||||
| 34 PICKERING ST | DANVERS | MA | 01923 | N/A | PC | Health and Wellness Center | $12,500 |
| DETECTOGETHER INC | |||||||
| 53A OTIS ST | WESTBOROUGH | MA | 01581 | N/A | PC | General & Unrestricted | $2,500 |
| ECONOMIC MOBILITY PATHWAYS INC | |||||||
| 308 CONGRESS ST 5TH FL | BOSTON | MA | 02110 | N/A | PC | Abbot House | $6,000 |
| ENGLISH AT LARGE INC | |||||||
| 800 W CUMMINGS PARK STE 5550 | WOBURN | MA | 01801 | N/A | PC | Individual and Small Group English Language program | $2,500 |
| ENGLISH FOR NEW BOSTONIANS INC | |||||||
| 105 CHAUNCY ST 4TH FLOOR | BOSTON | MA | 02111 | N/A | PC | English for New Bostonians Economic Recovery program | $6,000 |
| EPIPHANY SCHOOL INC | |||||||
| 154 CENTRE ST | DORCHESTER | MA | 02124 | N/A | PC | Epiphany School's Graduate Support Fund | $5,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION INCORPORATED | |||||||
| 175 ANDOVER ST STE 101 | DANVERS | MA | 01923 | N/A | PC | Advancing Digital Equity: A systems philanthropy approach to address the digital divide in Essex County | $25,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION INCORPORATED | |||||||
| 175 ANDOVER ST STE 101 | DANVERS | MA | 01923 | N/A | PC | General & Unrestricted | $2,500 |
| FAMILYAID BOSTON INC | |||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | N/A | PC | Preventing the Trauma of Family Homelessness | $6,000 |
| FENWAY COMMUNITY DEVELOPMENT CORP | |||||||
| 70 BURBANK ST | BOSTON | MA | 02115 | N/A | PC | Community Impact Program | $10,000 |
| FENWAY COMMUNITY HEALTH CENTER INC | |||||||
| 1340 BOYLSTON ST | BOSTON | MA | 02215 | N/A | PC | medical and behavioral healthcare for undeserved youth | $5,000 |
| FOOD PROJECT INC | |||||||
| 10 LEWIS ST | LINCOLN | MA | 01773 | N/A | PC | Growing Young Leaders for a Changing World | $5,000 |
| FOR KIDS ONLY AFTERSCHOOL INCORPORATED | |||||||
| 194 ESSEX ST | SALEM | MA | 01970 | N/A | PC | Peabody Summer Learning Program Scholarship Fund | $5,000 |
| FOUND IN TRANSLATION INC | |||||||
| 1532B DORCHESTER AVE | DORCHESTER | MA | 02122 | N/A | PC | Language Access Fellowship Medical Interpreter Certificate and Job Placement Program | $3,500 |
| FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC | |||||||
| 112 SOHIER RD | BEVERLY | MA | 01915 | N/A | SO I | NEC's Campaign for Classroom Technology | $10,000 |
| GENEROUS GARDENERS NON PROFIT | |||||||
| PO BOX 1532 | GLOUCESTER | MA | 01931 | N/A | PC | General & Unrestricted | $2,500 |
| GIRLS INCORPORATED OF LYNN | |||||||
| 50 HIGH ST | LYNN | MA | 01902 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 240 COMMERCIAL ST | BOSTON | MA | 02109 | N/A | PC | Malden Development Project (Phase II) | $5,000 |
| HAVEN PROJECT INC | |||||||
| 57 MUNROE ST | LYNN | MA | 01901 | N/A | PC | Homeless Young Adult Client Services | $3,500 |
| HEALING ABUSE WORKING FOR CHANGE INC | |||||||
| 27 CONGRESS ST | SALEM | MA | 01970 | N/A | PC | HAWC Support Groups | $5,000 |
| HEALTH CARE WITHOUT WALLS INC | |||||||
| 148 LINDEN ST STE 208 | WELLESLEY | MA | 02482 | N/A | PC | Bridges to Moms | $5,000 |
| HOUSING FAMILIES INC | |||||||
| 919 EASTERN AVE | MALDEN | MA | 02148 | N/A | PC | GREAT Youth and Families Program (GFYP) | $5,000 |
| HYDE SQUARE TASK FORCE INC | |||||||
| PO BOX 1871 | JAMAICA PLAIN | MA | 02130 | N/A | PC | Jvenes en Accin/Youth in Action (JEA) | $5,000 |
| IMMIGRANT LEARNING CENTER INC | |||||||
| 442 MAIN ST | MALDEN | MA | 02148 | N/A | PC | The ILC's Family Literacy Program (FLP) | $3,000 |
| IRISH PASTORAL CENTER | |||||||
| 512 GALLIVAN BLVD STE 201 | DORCHESTER | MA | 02124 | N/A | PC | General & Unrestricted | $5,000 |
| JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION | |||||||
| 31 GERMANIA ST | JAMAICA PLAIN | MA | 02130 | N/A | PC | Small Business Service Fund | $5,000 |
| JANE DOE INC A MASSACHUSETTS COALITION AGAINST SEX | |||||||
| 745 ATLANTIC AVE | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $5,000 |
| JUSTICE FOR HOUSING INC | |||||||
| 41 ROUND HILL ST | JAMAICA PLAIN | MA | 02130 | N/A | PC | Stable Housing and Reintegration Pilot Program | $2,500 |
| LAZARUS HOUSE INCORPORATED | |||||||
| PO BOX 408 | LAWRENCE | MA | 01842 | N/A | PC | Opening doors out of poverty through Shelter and Transitional Housing fund | $7,500 |
| LEAP FOR EDUCATION INC | |||||||
| 35 CONGRESS ST STE 102 | SALEM | MA | 01970 | N/A | PC | Teen Center Tech Upgrade Project | $4,000 |
| MASSACHUSETTS COALITION FOR THE HOMELESS INC | |||||||
| 69-73 BUFFUM ST | LYNN | MA | 01902 | N/A | PC | A Bed for Every Child | $10,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TPKE STREET | NORTH ANDOVER | MA | 01845 | N/A | PC | To establish the Pioneer Scholarship Fund | $10,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TPKE STREET | NORTH ANDOVER | MA | 01845 | N/A | PC | Academic basketball awareness camp program | $2,500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $2,500 |
| MINDS MATTER | |||||||
| PO BOX 51066 | BOSTON | MA | 02205 | N/A | PC | Program Expansion | $2,500 |
| MISSION OF DEEDS INC | |||||||
| 6 CHAPIN AVE | READING | MA | 01867 | N/A | PC | Beds Program | $7,500 |
| MONTSERRAT COLLEGE OF ART INC | |||||||
| 23 ESSEX ST | BEVERLY | MA | 01915 | N/A | PC | Campus Wireless Access Point Upgrade fund | $25,000 |
| MORGAN MEMORIAL GOODWILL INDUSTRIES INC | |||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | N/A | PC | Goodwill . . . LOTS More to Accomplish! Capital CAMPAIGN | $25,000 |
| MORGAN MEMORIAL GOODWILL INDUSTRIES INC | |||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | N/A | PC | General & Unrestricted | $5,000 |
| MYSTIC VALLEY ELDER SERVICES INC | |||||||
| 300 COMMERCIAL ST STE 19 | MALDEN | MA | 02148 | N/A | PC | MVES Money Management Program | $5,000 |
| NATIONAL BRAILLE PRESS INC | |||||||
| 88 SAINT STEPHEN ST | BOSTON | MA | 02115 | N/A | PC | ReadBooks! Because Braille Matters | $10,000 |
| NEW ENGLAND CENTER FOR ARTS & TECHNOLOGY INC | |||||||
| 23 BRADSTON ST | BOSTON | MA | 02118 | N/A | PC | CULINARY ARTS JOB TRAINING PROGRAM | $3,500 |
| NEW ENGLAND HOMES FOR THE DEAF INC | |||||||
| 154 WATER ST | DANVERS | MA | 01923 | N/A | PC | On-site Fitness Center Fund | $6,000 |
| NORTHEAST ANIMAL SHELTER INC | |||||||
| 347 HIGHLAND AVE | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $2,500 |
| NORTHEAST HOSPITAL CORPORATION | |||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | N/A | PC | Connecting Young Moms Comprehensive Support Services program | $10,000 |
| NORTHEAST HOSPITAL CORPORATION | |||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | N/A | PC | General & Unrestricted | $5,000 |
| NUPATH INC | |||||||
| 147 NEW BOSTON ST | WOBURN | MA | 01801 | N/A | PC | General & Unrestricted | $5,000 |
| OUR NEIGHBORS TABLE | |||||||
| PO BOX 592 | AMESBURY | MA | 01913 | N/A | PC | Building Universal Food Access in Greater Newburyport | $5,000 |
| PATHWAYS FOR CHILDREN INC | |||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | N/A | PC | Family Enrichment Program | $5,000 |
| PEER HEALTH EXCHANGE INC | |||||||
| 100 WEBSTER ST STE 300 | OAKLAND | CA | 94607 | N/A | PC | PHE Boston Youth Health Education and Virtual Health Resources | $7,500 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | A Welcome Entry for All: Renovating the women's inn entry | $10,000 |
| PLUMMER YOUTH PROMISE INC | |||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | N/A | PC | Permanency: connecting foster children & teens to permanent families | $7,500 |
| PROFESSIONAL CENTER FOR HANDICAPPED CHILDREN INC | |||||||
| 32 OSGOOD ST | ANDOVER | MA | 01810 | N/A | PC | Early childhood education | $3,000 |
| PROJECT HOME AGAIN | |||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | N/A | PC | A Good Night's Sleep | $5,000 |
| RAR-MA INC | |||||||
| 3 SCHOOL ST NO 3 | BOSTON | MA | 02108 | N/A | PC | Raising A Reader Massachusetts (RAR-MA) - Metro Boston | $3,500 |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQ | LYNN | MA | 01901 | N/A | PC | Talent and Purpose | $3,500 |
| RESCUING LEFTOVER CUISINE | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | General and Unrestricted | $5,000 |
| ROOT NS INC | |||||||
| 35 CONGRESS ST STE 2350 | SALEM | MA | 01970 | N/A | PC | Youth Job Training Program | $7,500 |
| SALEM MISSION INC | |||||||
| PO BOX 810 | SALEM | MA | 01970 | N/A | PC | Lifebridge North Shore Community Meals Program | $10,000 |
| SENIORCARE INC | |||||||
| 49 BLACKBURN CENTER | GLOUCESTER | MA | 01930 | N/A | PC | SIDE SALAD/Upgraded fruit supplement TO NUTRITION PROGRAM | $4,500 |
| SILVER LINING MENTORING INC | |||||||
| 727 ATLANTIC AVE 3RD FL | BOSTON | MA | 02111 | N/A | PC | Mentoring for Youth in Boston Foster Care Program | $5,000 |
| ST JOHN'S PREPARATORY SCHOOL | |||||||
| 72 SPRING ST | DANVERS | MA | 01923 | N/A | PC | Transformational Tuition Assistance for middle income families Scholarship fund | $40,000 |
| SUMMER SEARCH BOSTON | |||||||
| 3840 WASHINGTON ST STE 2 | JAMAICA PLAIN | MA | 02130 | N/A | PC | Summer Search Boston Chelsea and Malden High School Programming | $10,000 |
| SUPPORTIVE LIVING INC | |||||||
| 400 WEST CUMMINGS PARK STE 6100 | WOBURN | MA | 01801 | N/A | PC | Neuro-Wellness 2022 | $3,500 |
| TAILORED FOR SUCCESS | |||||||
| PO BOX 527 | MALDEN | MA | 02148 | N/A | PC | Reimagine Your Career | $5,000 |
| TEACH FOR AMERICA - BOSTON | |||||||
| 60 CANAL ST 5TH FL | BOSTON | MA | 02114 | N/A | PC | Increase educational opportunities for low income students in Clesea by sponsoring high quality, diverse teachers & leaders | $5,000 |
| THE COMMUNITY HOUSE INC | |||||||
| 284 BAY RD | SOUTH HAMILTON | MA | 01982 | N/A | PC | The Kids Community STEM Enrichment Program | $2,500 |
| THE FRIENDS OF THE DANVERS COUNCIL ON AGING INC | |||||||
| 25 STONE ST | DANVERS | MA | 01923 | N/A | PC | General & Unrestricted | $5,000 |
| THE HOME FOR LITTLE WANDERERS INC | |||||||
| 10 GUEST ST STE 3 | BOSTON | MA | 02135 | N/A | PC | Permanency Initiative Community-based Services Expansion | $15,000 |
| THE HOME FOR LITTLE WANDERERS INC | |||||||
| 10 GUEST ST STE 3 | BOSTON | MA | 02135 | N/A | PC | General & Unrestricted | $5,000 |
| THE MYSTIC VALLEY YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 99 DARTMOUTH ST | MALDEN | MA | 02148 | N/A | PC | Technology Upgrades for Program Impact | $10,000 |
| THE NEIGHBORHOOD DEVELOPERS INC | |||||||
| 4 GERRISH AVE | CHELSEA | MA | 02150 | N/A | PC | CONNECT's One-on-One Financial Coaching Program | $6,000 |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | N/A | PC | General & Unrestricted | $2,500 |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | N/A | PC | COVID Recovery fund for IPSWICH and surrounding towns | $7,500 |
| THE SALEM PANTRY INC | |||||||
| PO BOX 295 | SALEM | MA | 01970 | N/A | PC | General Operating fund | $7,500 |
| THEATER OFFENSIVE INC | |||||||
| PO BOX 171731 | BOSTON | MA | 02117 | N/A | PC | True Colors: OUT Youth Theater | $3,000 |
| TOWN OF DANVERS | |||||||
| 1 SYLVAN ST | DANVERS | MA | 01923 | N/A | GOV | Danvers High School Athletic Complex Project | $25,000 |
| TRIANGLE INC | |||||||
| 420 PEARL ST | MALDEN | MA | 02148 | N/A | PC | EPIC Service Warriors | $10,000 |
| VICTORY PROGRAMS INC | |||||||
| 965 MASSACHUSETTS AVE | BOSTON | MA | 02118 | N/A | PC | Family Financial Empowerment and Job Readiness Program | $10,000 |
| VIETNAM VETERANS WORKSHOP INC | |||||||
| 17 COURT ST | BOSTON | MA | 02108 | N/A | PC | Veterans Employment Services Program | $4,000 |
| VNA CARE NETWORK INC | |||||||
| 120 THOMAS ST | WORCESTER | MA | 01608 | N/A | PC | Low Income and vunerable north shore residents Support Programs | $7,500 |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | N/A | PC | The MediClerk Training Program | $7,500 |
| WOMENS LUNCH PLACE INC | |||||||
| PO BOX 170900 | BOSTON | MA | 02117 | N/A | PC | Healthy Meals | $5,000 |
| WRITEBOSTON INC | |||||||
| 2300 WASHINGTON ST FL 6 | BOSTON | MA | 02119 | N/A | PC | TEENS IN PRINT SUMMER JOURNALISM INSTITUTE: SUMMER enrichment and career exploration for low-income students in Boston High schools | $5,450 |
| YMCA OF THE NORTH SHORE INC | |||||||
| PO BOX 7073 | BEVERLY | MA | 01915 | N/A | PC | YMCA Financial Assistance Fund, Summer Learning Loss Prevention, and Annual Gala | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $854,450 | 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 | $224 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $425,286 | 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 | $7,708,422 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $55 |
| Federal Tax Refund | 01 | $4,179 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,138,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,138,166 | 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 Person | People's United Financial Inc | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 Main Street | AddressLine1Txt |
| City | Bridgeport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $62,897 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PAYROLL EXPENSE AND RELATED BENEFITS PAID ON BEHALF OF THE FOUNDATION | NoncashPropertyDesc |
| Fair Market Value | $62,897 | FairMarketValueAmt |
| Received | 2021-12-31 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO NOTE - 2.375% - 08/26/20 | $34,811 | $35,937 |
| AT&T INC BOND - 3.400% - 05/15 | $24,875 | $26,421 |
| BANK AMER CORP - 3.500% - 04/1 | $35,525 | $37,631 |
| BLACKROCK INC - 1.900% - 01/28 | $24,911 | $24,636 |
| BP CAP MKTS - 3.633% - 04/06/2 | $28,575 | $27,518 |
| BRISTOL MYERS SQUIBB CO - 3.25 | $40,766 | $43,046 |
| CITIGROUP INC - 4.412% - 03/31 | $29,568 | $28,553 |
| COMCAST CORP NT - 3.150% - 02/ | $30,575 | $32,208 |
| EXXON MOBIL CORP NOTE - 3.482% | $28,003 | $27,374 |
| GOLDMAN SACHS GROUP INC - 3.50 | $25,081 | $26,353 |
| JP MORGAN CHASE - 3.509% - 01/ | $31,407 | $32,147 |
| MORGAN STANLEY - 3.622% - 04/0 | $34,027 | $32,691 |
| ORACLE CORP NOTE - 3.250% - 11 | $30,268 | $31,589 |
| SHELL INTERNATIONAL - 2.375% - | $39,718 | $40,950 |
| WALT DISNEY CO - 3.150% - 09/1 | $25,210 | $26,577 |
| WELLS FARGO CO - 4.100% - 06/0 | $25,637 | $27,148 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $58,303 | $84,568 |
| ADOBE SYSTEMS, INC | $75,402 | $81,657 |
| ALPHABET INC CL A | $120,921 | $144,852 |
| ALPHABET INC CL C | $16,885 | $31,829 |
| AMAZON COM | $118,276 | $123,371 |
| AMERIPRISE FINANCIAL INC | $47,364 | $56,712 |
| AON PLC CL A | $56,390 | $66,123 |
| APPLE INC | $162,090 | $229,420 |
| APPLIED MATERIALS INC | $53,701 | $52,244 |
| AVERY DENNISON CORP | $61,278 | $74,933 |
| BAILLIE GIFFORD INTERNATIONAL | $493,765 | $480,569 |
| BANK OF AMERICA CORP | $52,912 | $62,820 |
| BERKSHIRE HATHAWAY INC. CLASS | $43,172 | $52,923 |
| BEST BUY INC | $38,079 | $40,742 |
| BLACKROCK STRAT INC OPP PORTFO | $85,000 | $83,394 |
| BORG WARNER INC | $40,475 | $39,121 |
| CELANESE CORPORATION | $59,590 | $63,527 |
| COHEN & STEERS INSTITUTIONAL R | $180,933 | $222,802 |
| CONOCOPHILLIPS | $57,936 | $68,571 |
| COSTCO WHOLESALE CORPORATION | $69,934 | $99,348 |
| DANAHER CORP | $43,462 | $53,629 |
| DOLLAR GENERAL CORP | $40,314 | $46,930 |
| DOVER CORP | $55,292 | $69,916 |
| EDWARDS LIFESCIENCES | $55,300 | $72,289 |
| ELECTRONIC ARTS | $43,024 | $39,834 |
| ESTEE LAUDER COMPANIES INC | $54,589 | $68,857 |
| EXPEDITORS INTL WASH INC | $44,818 | $53,313 |
| FASTENAL COMPANY | $46,851 | $61,690 |
| HOME DEPOT INC | $80,941 | $117,448 |
| HONEYWELL INTL | $55,817 | $60,468 |
| IDEXX CORP | $41,227 | $45,434 |
| ILLINOIS TOOL WORKS | $54,338 | $67,130 |
| INGREDION INC | $48,205 | $50,833 |
| INTUIT | $50,108 | $58,533 |
| INVESCO OPPENHEIMER DEVELOPING | $1,136,117 | $1,072,085 |
| ISHARES RUSSELL 2000 | $555,302 | $615,963 |
| ISHARES RUSSELL 2000 GROWTH IN | $567,473 | $606,906 |
| ISHARES S&P 500 GROWTH INDEX F | $223,234 | $298,953 |
| ISHARES S&P MIDCAP 400 BARRA V | $754,194 | $865,627 |
| JOHNSON & JOHNSON | $39,305 | $44,478 |
| JP MORGAN CHASE | $73,980 | $81,709 |
| KBW REGIONAL BANKING ETF | $54,568 | $55,121 |
| LAM RESEARCH CORP | $36,239 | $43,149 |
| LAMAR ADVERTISING CO CL A REIT | $40,372 | $49,127 |
| MARSH AND MCLENNAN COMPANIES I | $34,729 | $43,629 |
| MCKESSON CORP | $49,746 | $62,640 |
| META PLATFORMS INC | $75,276 | $84,424 |
| MFS VALUE I | $989,119 | $1,117,918 |
| MICROSOFT CORP | $155,191 | $202,801 |
| MSCI INC | $57,431 | $68,009 |
| NASDAQ OMX GROUP | $47,806 | $59,643 |
| NEXTERA ENERGY, INC | $66,665 | $81,783 |
| NIKE INC-CL B | $41,377 | $52,168 |
| NVIDIA CORP | $47,061 | $77,939 |
| O'REILLY AUTOMOTIVE INC | $55,952 | $69,211 |
| ONEOK INC | $37,325 | $38,547 |
| PAYPAL HOLDINGS, INC | $54,485 | $42,619 |
| PIMCO HIGH-YIELD INSTL | $316,585 | $317,032 |
| PIMCO INVESTMENT GRADE CORP BD | $1,099,999 | $1,080,040 |
| PRINCIPAL MIDCAP FUND; R6 | $707,394 | $822,256 |
| PROGRESSIVE CORP OHIO | $38,146 | $43,524 |
| QORVO INC | $53,812 | $52,547 |
| T. ROWE PRICE INTERNATIONAL DI | $124,260 | $118,120 |
| TEXAS INSTRUMENTS INC | $63,929 | $70,488 |
| THERMO FISHER SCIENTIFIC INC | $76,640 | $100,086 |
| TRANE TECHNOLOGIES PLC | $51,327 | $66,468 |
| UNION PACIFIC | $50,557 | $66,006 |
| UNITEDHEALTH GROUP INC | $69,456 | $97,415 |
| VANGUARD DEVELOPED MARKETS IDX | $470,392 | $529,889 |
| VANGUARD GNMA FUND ADMIRAL SHS | $174,230 | $174,824 |
| VANGUARD MORTGAGE-BACKED SECS | $557,156 | $550,299 |
| VISA INC | $83,528 | $83,650 |
| WELLS FARGO PREMIER LARGE CO G | $232,125 | $215,828 |
| WHIRLPOOL CORP | $41,312 | $46,228 |
| ZOETIS INC | $63,338 | $86,143 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,498,859 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,500,592 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $29,200 | $29,200 |
| State or Local Filing Fees | $269 | $269 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $55 | $55 |
| Federal Tax Refund | $4,179 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2021 | CategoryTxt |
| Amt | $97,200 | Amt |