CORNELIA AND MICHAEL BESSIE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CORNELIA AND MICHAEL BESSIE FOUNDATION (EIN 26-2341663)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-29
- IRS object ID
- 202101199349101320
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-29T13:04:50-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060312590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMMINGS & LOCKWOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM 400 | AddressLine1Txt |
| City | W HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262341663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNELIA AND MICHAEL BESSIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORN | BusinessNameControlTxt |
| Phone | 8609616042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 75 ISHAM ROAD NO 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T DAVIDSON C WILSON ROEPER | PersonNm |
| Person Title | TRUSTEES | PersonTitleTxt |
| Phone | 8609616042 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | T | PersonFirstNm |
| Person Last | DAVIDSON C WILSON RO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON A SANKNER | PreparerPersonNm |
| PTIN | P01608435 | PTIN |
| Phone | 8603134900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,782,692 | 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 | $475,024 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $107,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $465,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $559,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,730 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,515 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $40,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,015 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,942 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,942 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $290,957 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,015 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $268,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,061 | CashBOYAmt |
| Cash EOY | $15,385 | CashEOYAmt |
| Cash EOYFMV | $15,385 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,512,838 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,482,373 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,545,103 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,576,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,793,794 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $383,411 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $409,612 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $428,410 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,254,820 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,215,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,484,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,782,692 | 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 | $3,215,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,484,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,215,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,484,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,215,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,484,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,215,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $268,980 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,484,110 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,484,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LONG TERM THRU JANNEY ACCT #7161-8643 | P | $437,010 | $433,966 | $3,044 | $3,044 |
| ADJUSTMENT TO BASIS | P | $54,703 | -$54,703 | -$54,703 | |
| CAPITAL GAINS DIVIDENDS | P | $28,842 | $28,842 | $28,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,817 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,142 | 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 | $3,142 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,201 | OverpaymentAmt |
| Applied To ES Tax | $2,201 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | PAUL L BOURDEAU ESQ | IndividualWithBooksNm |
| Phone | 8603134930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM ROAD STE 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THERESE DAVIDSON | ||||||||
| 126 TOWN WOOD ROAD | OLD LYME | CT | 06371 | TRUSTEE | 10.00 | $18,250 | $0 | $0 |
| CHASE WILSON ROEPER | ||||||||
| 75 HOLT ROAD | LYNDEBOROUGH | NH | 03082 | TRUSTEE | 10.00 | $18,250 | $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 | $3,566,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,593,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,593,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,539,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $176,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $176,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $941 | TotalTaxAmt |
| Distributable Before Adj | $176,034 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,034 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,034 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,942 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $250,942 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,942 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,034 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $123,969 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,942 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $176,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,908 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $198,877 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $198,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $123,969 | ExcessFromYear1Amt |
| Excess From Current Year | $74,908 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP HAZEN YMCA INC | |||||||
| 204 W MAIN STREET | CHESTER | CT | 06412 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| CAT TAILS INC | |||||||
| 2702 BAINS CT | CROFTON | MD | 21114 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| FLYING GRAVITY CIRCUS | |||||||
| PO BOX 1207 | WILTON | NH | 03086 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $15,000 |
| CLASSICAL UPRISING | |||||||
| PO BOX 7259 | PORTLAND | ME | 04112 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $30,000 |
| ENTERTAINMENT INDUSTRY FOUNDATION | |||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| GREEN MOUNTAIN HORSE ASSOCIATION INC | |||||||
| PO BOX 8 | SOUTH WOODSTOCK | VT | 05071 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $20,000 |
| GREENWAVE ORGANIZATION CORP | |||||||
| 315 FRONT STREET | NEW HAVEN | CT | 06513 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| TEN DIRECTIONS INC (GUEST HOUSE RETREAT & CO) | |||||||
| 318 WEST MAIN STREET | CHESTER | CT | 06412 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| KEEPING TRACK INC | |||||||
| PO BOX 1115 | RICHMOND | VT | 05477 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $20,000 |
| PAT MACS PACK INC | |||||||
| 10226 S LEAVITT ST | CHICAGO | IL | 60643 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $5,000 |
| PORTLAND CONSERVATORY OF MUSIC | |||||||
| 202 WOODFORD STREET | PORTLAND | ME | 04103 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $8,942 |
| RECOVERY YOGA INC | |||||||
| PO BOX 88 | NEW LONDON | CT | 06320 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| ST VINCENT DEPAUL MIDDLETOWN | |||||||
| PO BOX 398 / 617 MAIN ST | MIDDLETOWN | CT | 06457 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $20,000 |
| HARRIS CENTER FOR CONSERVATION EDUCATION INC | |||||||
| 83 KINGS HIGHWAY | HANCOCK | NH | 03449 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $20,000 |
| MONADNOCK SUMMER LYCEUM | |||||||
| 25 MAIN STREET | PETERBOROUGH | NH | 03458 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $15,000 |
| THE PUBLIC THEATER (NEW YORK SHAKESPEARE FESTIVAL) | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $15,000 |
| UGLY DUCKLING PRESSE LTD | |||||||
| 232 THIRD ST E002 | BROOKLYN | NY | 11215 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC | |||||||
| 403 N FRONTAGE ROAD | WATERFORD | CT | 06385 | NONE | PUBLIC | CURRENT USE FOR CHARITABLE PURPOSES | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,942 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,817 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,913 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | CORNELIA BESSIE DECEASED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 296 JOSHUATOWN ROAD | AddressLine1Txt |
| City | LYME | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06371 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $475,024 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STEP UP IN BASIS AS A RESULT OF DEATH ON 1/14/2020 | NoncashPropertyDesc |
| Fair Market Value | $475,024 | FairMarketValueAmt |
| Received | 2020-01-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARVEY & HOROWITZ, CPA | CategoryTxt |
| Amt | $3,515 | Amt |
| Net Investment Income | $3,515 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | THRU JANNEY #7161-8643 - CORP BONDS | BondNm |
| EOY Book Value | $409,612 | EOYBookValueAmt |
| EOYFMV | $428,410 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | THRU JANNEY #7161-8643 - STOCK | StockNm |
| EOY Book Value | $1,576,740 | EOYBookValueAmt |
| EOYFMV | $1,793,794 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,482,373 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,545,103 | StateLocalSecEOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CORNELIA BESSIE DECEASED | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 296 JOSHUATOWN ROAD | AddressLine1Txt |
| City | LYME | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06371 | ZIPCd |