PEACH PIT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PEACH PIT FOUNDATION (EIN 20-2055237)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202213189349101656
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T08:50:57-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202055237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEACH PIT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAC | BusinessNameControlTxt |
| Phone | 8603980307 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81R CESCA LANE | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06422 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA SCHEFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603980307 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | SCHEFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH SPAGNOLETTI | PreparerPersonNm |
| PTIN | P00641459 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
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 | $9,977,673 | 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 | $1,154,088 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $274,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $684,119 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,277,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $684,119 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,112,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $958,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,647 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $509,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,603,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $898,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $122,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $197,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,291 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,583,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,911,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,911,888 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,019,016 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,748,663 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,748,663 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $132,664 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $119,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,831 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,857,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,977,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,977,673 | 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 | $9,857,553 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,977,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,857,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,977,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,857,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,977,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,857,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,603,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,460,704 | SubtotalAmt |
| Other Decreases | $1,483,031 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,977,673 | 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 | $1,277,991 | GrossSalesPriceAmt |
| Cost Or Other Basis | $593,872 | CostOrOtherBasisAmt |
| Gain Or Loss | $684,119 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $684,119 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $684,119 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,494 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,280 | 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 | $5,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $7,217 | 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 |
| Individual With Books | JESSICA SCHEFF | IndividualWithBooksNm |
| Phone | 8603980307 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81R CESCA LANE | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06422 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON GRIFFIN | ||||||||
| ONE NORTH OCEAN BLVD UNIT 504 | BOCA RATON | FL | 33432 | TRUSTEE | 7.00 | $0 | $0 | $0 |
| JESSICA SCHEFF | ||||||||
| 81R CESCA LANE | DURHAM | CT | 06422 | TRUSTEE | 15.00 | $25,000 | $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 | $10,116,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,365,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,365,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,209,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $510,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $510,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,494 | TotalTaxAmt |
| Distributable Before Adj | $497,994 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $497,994 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $497,994 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $439,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $497,994 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $419,104 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $419,104 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $477,748 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHARON GRIFFIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFTER THE STORM | |||||||
| 88 HARVEST WOOD ROAD | ROCKFALL | CT | 06481 | NONE | PUBLIC CHARITY | GENRAL FUND | $10,000 |
| AMERICAN LEGION | |||||||
| 58 BERNIE OROURKE DRIVE | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| BENCH WARMERS | |||||||
| 43 SAND HILL ROAD | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| BIRDIES FOR CHARITY FOR BENEFIT OF NORTHERN MIDDLESEX YMCA | |||||||
| 90 STATE HOUSE SQUARE 11TH FLOOR | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | GENERAL FUND | $72,500 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| BOSTON COLLEGE LAW PUBLIC INTEREST LAW FOUNDATION | |||||||
| 885 CENTRE STREET | NEWTON | MA | 02457 | NONE | PUBLIC CHARITY | GENERAL FUND | $75,000 |
| BUSINESS INDUSTRY FOUNDATIONS MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| CARL G ANDERSON EDUCATION TRUST FUND | |||||||
| 49 BUTTONBALL ROAD | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| COGINCHAUG LITTLE LEAGUE | |||||||
| PO BOX 34 | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| COMMUNITY FOUNDATION MIDDLESEX COUNTY | |||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $73,525 |
| COSTAL STEWARD GUMBO LIMBO | |||||||
| 885 CENTRE STREET | NEWTON | MA | 02457 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CT HUMANE SOCIETY | |||||||
| 701 RUSSELL RD | NEWINGTON | CT | 06111 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CVEF | |||||||
| PO BOX 19 | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 |
| DURHAM MIDDLEFIELD YOUTH FOOTBALL LEAGUE | |||||||
| PO BOX 66 | MIDDLEFIELD | CT | 06455 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| FRIENDS OF BOCA RATON PUBLIC LIBRARY | |||||||
| 400 NW 2ND AVE | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| FRIENDS OF PLAINVILLE LIBRARY | |||||||
| 56 EAST MAIN ST | PLAINVILLE | CT | 06062 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| GILEAD COMMUNITY SERVICES | |||||||
| 222 MAIN STREET EXT | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| GRACE LUTHERAN PRESCHOOL | |||||||
| 1055 RANDOLPH RD | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION | |||||||
| 100 TRAINING HILL ROAD | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $14,000 |
| MIDDLESEX HABITAT FOR HUMANITY | |||||||
| 34 SHUNPIKE RD UNIT 24-26 | CROMWELL | CT | 06416 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| MIDDLETOWN ROTARY CHARITABLE FUND | |||||||
| PO BOX 1107 | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,400 |
| NEW MEXICO CHILDRENS FOUNDATION | |||||||
| PO BOX 8182 | SANTA FE | NM | 87504 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| NORTHERN MIDDLESEX YMCA | |||||||
| 99 UNION ST | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $27,500 |
| OLD LYME FIRE DEPARTMENT | |||||||
| 69 LYME STREET | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENRAL FUND | $1,000 |
| RUSHFORD | |||||||
| 883 PADDOCK AVENUE | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENRAL FUND | $3,000 |
| SISTER CITIES ESSEX HAITI | |||||||
| PO BOX 26 | ESSEX | CT | 06426 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| TERRI BRODEUR BREAST CANCER FOUNDATION | |||||||
| 187 WILLIAMS ST | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| THE TOMORROW FUND | |||||||
| 110 LOCKWOOD STREET SUITE 422 | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| PO BOX 91088 | DALLAS | TX | 75391 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| WILKES UNIVERSITY | |||||||
| 84 W SOUTH ST | WILKESBARRE | PA | 18766 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,425 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $684,119 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $958,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $958,778 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GRIFFIN FAMILY CHARITABLE LEAD ANNUITY TRUST | |||||||
| 1 | 81R CESCA LANE | DURHAM | CT | 06422 | $175,816 | Yes (X) | Yes (X) |
| WILLIAM F AND SHARON GRIFFIN | |||||||
| 2 | 1 NORTH OCEAN BLVD | BOCA RATON | FL | 33432 | $978,272 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK | $172,518 | |
| 2 | STOCK | $978,272 | 1931-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,425 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART VII-B, LINE 1(A)(4) | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION PAYS MANAGEMENT FEES TO A DISQUALIFIED PERSON. THIS MEETS THE DEFINITION OF SELF DEALING AND AS SUCH, PART VII-B QUESTION 1A(4) HAS BEEN ANSWERED YES. HOWEVER, THE FEE PAID FOR THIS MANAGEMENT PROFESSIONAL SERVICE IS REASONABLE AND NOT EXCESSIVE. THE PAYMENT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND THEREFORE PART VII-B QUESTION 1B HAS BEEN ANSWERED NO. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHWAB FIXED INCOME | BondNm |
| EOY Book Value | $1,748,663 | EOYBookValueAmt |
| EOYFMV | $1,748,663 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB EQUITIES | StockNm |
| EOY Book Value | $7,911,888 | EOYBookValueAmt |
| EOYFMV | $7,911,888 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $119,831 | BookValueAmt |
| EOYFMV | $119,831 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED LOSS/GAIN | Desc |
| Amt | $1,483,031 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | CategoryTxt |
| Amt | $41,353 | Amt |
| Net Investment Income | $41,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $4,647 | $4,647 | $0 |
| FEDERAL EXCISE TAX | $10,440 | $0 | $0 |