GEOFFREY C HUGHES FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEOFFREY C HUGHES FOUNDATION INC (EIN 13-3622255)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-02-12
- IRS object ID
- 202100439349100300
- Schema version
- 2019v5.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-12T05:55:33-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | 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 | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133622255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Geoffrey C Hughes Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GEOF | 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 | MATTHEW BERSANI | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,838,236 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $988 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $988 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $0 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $65,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,734,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,610,751 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,611,739 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $143,299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,659 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $86,640 | OtherProfFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $750 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $750 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,451,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,451,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,597,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,540,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,530,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,555,080 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $938 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $532,828 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $974 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $23,823,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,230,639 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $5,656,952 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,606,623 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $30,467,250 | OtherAssetsBOYAmt |
| Total Assets BOY | $31,001,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,481,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,838,236 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,001,016 | CapitalStockBOYAmt |
| Retained Earning EOY | $29,481,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,001,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,481,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,001,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,481,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,001,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,530,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,000 | OtherIncreasesAmt |
| Subtotal | $29,481,316 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,481,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $4,234,391 | $2,784,242 | $1,450,149 | $1,450,149 | |||
| MSCI EAFE INDEX CTF | $9,818 | $6,041 | $3,777 | $3,777 | P | 2019-03-31 | 2020-01-24 |
| MSCI EAFE INDEX CTF | $182 | $112 | $70 | $70 | P | 2019-03-31 | 2020-01-24 |
| MSCI EAFE INDEX CTF | $54,000 | $34,078 | $19,922 | $19,922 | P | 2019-03-31 | 2020-01-31 |
| MSCI EAFE INDEX CTF | $72,000 | $44,535 | $27,465 | $27,465 | P | 2019-03-31 | 2020-02-11 |
| MSCI EAFE INDEX CTF | $140,000 | $112,091 | $27,909 | $27,909 | P | 2019-03-31 | 2020-03-31 |
| MSCI EAFE INDEX CTF | $10,773 | $7,102 | $3,671 | $3,671 | P | 2019-03-31 | 2019-09-13 |
| MSCI EAFE INDEX CTF | $84 | $56 | $28 | $28 | P | 2019-03-31 | 2019-09-30 |
| MSCI EAFE INDEX CTF | $3,916 | $2,617 | $1,299 | $1,299 | P | 2019-03-31 | 2019-09-30 |
| MSCI EAFE INDEX CTF | $53,833 | $36,669 | $17,164 | $17,164 | P | 2019-03-31 | 2019-10-09 |
| MSCI EAFE INDEX CTF | $167 | $114 | $53 | $53 | P | 2019-03-31 | 2019-10-09 |
| MSCI EAFE INDEX CTF | $155,000 | $95,756 | $59,244 | $59,244 | P | 2019-03-31 | 2019-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,610,751 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,233,098 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,005,450 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,117,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,456,658 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069518 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,688,330 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,029,740 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058159 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,599,389 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,360,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054474 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,669,018 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,145,665 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053587 | DistributionYr5Rt |
| Total Distribution | 0.276834 | TotalDistributionRt |
| Average Distribution | 0.055367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,375,229 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,737,152 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,551 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,752,703 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,540,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,102 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,102 | SubtotalAmt |
| Tax Based On Investment Income | $31,102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,760 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,658 | OverpaymentAmt |
| Applied To ES Tax | $3,658 | 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 | NY | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Mary Bersani | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Matthew Bersani | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Catherine Burns | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Ursula Cliff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 10.0 | $0 | $0 | $0 |
| Monica Orbe Cliff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| W Conway Cliff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Walter C Cliff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, pres, treas | 10.0 | $0 | $0 | $0 |
| john r young | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | dir, pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cahill Gordon & Reindel LLP | |||||
| 80 Pine Street | New York | NY | 100051702 | administrative | $86,640 |
| Wilmington Trust Advisory Services | |||||
| 1100 north market street | WILMINGTON | DE | 198900001 | Investment Mgmt | $56,659 |
| 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 | $25,089,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,676,621 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,853,024 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,853,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $477,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,375,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,568,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,568,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,102 | TotalTaxAmt |
| Distributable Before Adj | $1,537,659 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,548,659 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,548,659 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,540,525 | 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 | $1,540,525 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,540,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,548,659 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $183,401 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $216,181 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $270,965 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $637,990 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,308,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,540,525 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,540,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,134 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,134 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,300,403 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $175,267 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,125,136 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $216,181 | ExcessFromYear4Amt |
| Excess From Year3 | $270,965 | ExcessFromYear3Amt |
| Excess From Year2 | $637,990 | ExcessFromYear2Amt |
| 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 | geoffrey c hughes foundation inc | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FoundationSource 55 walls dr 3rd fl | AddressLine1Txt |
| City | fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | strowbridge@foundationsource.com | RecipientEmailAddressTxt |
| Form And Info And Materials | a letter of inquiry stating the purpose and the amount requested and the tax-exempt status of the applicant organization should be submitted via e-mail to the president of the foundation at the e-mail address indicated. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | there are no restrictions on awards. the foundation concentrates on environmental protection, education and social justice. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE AGRICULTURE VENTURES | |||||||
| 314 MAIN ST | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $75,000 |
| BERKSHIRE NATURAL RESOURCES | |||||||
| 20 BANK ROW | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $300,000 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||||
| 301 MASS AVE | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $50,000 |
| CONNECTICUT FARMLAND TRUST INC | |||||||
| 77 BUCKINGHAM ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $80,000 |
| CONNECTICUT LAND CONSERVATION COUNCIL INC | |||||||
| 27 WASHINGTON ST | MIDDLETOWN | CT | 06457 | N/A | PC | General & Unrestricted | $60,000 |
| COUNCIL ON THE ENVIRONMENT INC DBA GROWNYC | |||||||
| 100 GOLD ST STE 3300 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $25,000 |
| EQUINE ADVOCATES INCORPORATED | |||||||
| PO BOX 354 | CHATHAM | NY | 12037 | N/A | PC | General & Unrestricted | $25,000 |
| GREENAGERS INC | |||||||
| PO BOX 157 | S EGREMONT | MA | 01258 | N/A | PC | General & Unrestricted | $35,000 |
| HUDSONIA LIMITED | |||||||
| PO BOX 5000 | ANNANDALE | NY | 12504 | N/A | PC | General & Unrestricted | $10,000 |
| LITERACY NETWORK OF SOUTH BERKSHIRE INC | |||||||
| 100 MAIN ST | LEE | MA | 01238 | N/A | PC | General & Unrestricted | $10,000 |
| MAHAIWE PERFORMING ARTS CENTER INC | |||||||
| 244 MAIN ST STE 3 | GT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $40,000 |
| MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALI | |||||||
| 105 CHAUNCY ST STE 901 | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $5,000 |
| MIANUS RIVER GORGE INC | |||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | N/A | PC | General & Unrestricted | $25,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $200,000 |
| NEW YORK CITY BALLET INC | |||||||
| 20 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $200,000 |
| PASCAL RIOULT DANCE THEATRE INC | |||||||
| 3401 STEINWAY ST | ASTORIA | NY | 11101 | N/A | PC | General & Unrestricted | $70,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $11,000 |
| SCHOOL OF AMERICAN BALLET INC | |||||||
| 70 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $35,000 |
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | |||||||
| 2245 S MICHIGAN AVE NO 301 | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $20,000 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| PO BOX 834 | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $50,000 |
| UNIVERSITY OF KENTUCKY EQUINE RESEARCH FOUNDATION | |||||||
| 301 PETERSON SERVICE BLDG | LEXINGTON | KY | 40506 | N/A | SO I | General & Unrestricted | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,451,000 | 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 | $988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,484 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | john r young | PersonNm |
| Short Explanation | * Deceased in FYE 2020 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PASSIVE BOND MARKET | $8,257,658 | $8,471,239 |
| REAL ASSETS | $2,635,013 | $2,771,662 |
| US TOTAL MARKET INDEX CTF | $12,930,719 | $10,987,738 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MSCI EAFE INDEX CTF | CategoryOrItemTxt |
| Book Value | $5,656,952 | BookValueAmt |
| EOYFMV | $5,606,623 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Indemnification Insurance | Desc |
| Revenue And Expenses Per Books | $2,135 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,135 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $11,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $86,640 | $86,640 | |
| Investment Management Services | $56,659 | $56,659 |