CHESTER KITCHINGS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHESTER KITCHINGS FAMILY FOUNDATION (EIN 06-6044228)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-13
- IRS object ID
- 202101949349100700
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-13T07:00:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 066044228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KITCHINGS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KITC | BusinessNameControlTxt |
| Phone | 4044193245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1908 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328021908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK FKA SUNTRUST BANK | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 4044193245 | PhoneNum |
| Signature | 2021-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2021-06-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $73,645,756 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $45 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,493,727 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,461,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,300,098 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,398 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,523,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,490,845 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $540,014 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $264,007 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $276,007 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,574 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,574 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $551,088 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $273,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $277,507 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,051,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $273,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,777,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$527,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,217,264 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173 | CashBOYAmt |
| Cash EOY | $2,227 | CashEOYAmt |
| Cash EOYFMV | $2,227 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $911,169 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $943,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $943,828 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $17,889,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,687,689 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $30,446,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,994,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,012,012 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,357,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,830,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,645,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,357,525 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,830,146 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,357,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,830,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,357,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,830,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,357,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$527,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,455 | OtherIncreasesAmt |
| Subtotal | $30,848,062 | SubtotalAmt |
| Other Decreases | $17,916 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,830,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 27898.867 VANGUARD TOTAL BD MKT INDEX-INST | 2016-02-17 | 2020-03-10 | $320,000 | $300,750 | $19,250 | $19,250 | |
| 15784.587 VANGUARD S/T BND INDX-ADM | 2019-07-02 | 2020-03-10 | $170,000 | $166,527 | $3,473 | $3,473 | |
| 6024.096 TEMPLETON GLOBAL BOND-R6 | 2010-06-24 | 2020-03-26 | $60,000 | $76,048 | -$16,048 | -$16,048 | |
| 4664.179 VANGUARD S/T BND INDX-ADM | 2019-07-02 | 2020-03-27 | $50,000 | $49,207 | $793 | $793 | |
| 10801.957 DFA EMERGING MRKTS VALUE | 2020-04-01 | $205,669 | $250,000 | -$44,331 | -$44,331 | ||
| .6 RAYTHEON TECHNOLOGIES CORP | 2016-07-12 | 2020-04-23 | $38 | $36 | $2 | $2 | |
| 15957.447 DFA L/C INTERNATIONAL PORTF | 2013-08-23 | 2020-05-05 | $300,000 | $332,713 | -$32,713 | -$32,713 | |
| 1000. EASTMAN CHEMICAL CO | 2014-10-23 | 2020-05-05 | $60,584 | $78,749 | -$18,165 | -$18,165 | |
| 12. INGERSOLL-RAND INC | 2018-08-03 | 2020-05-05 | $338 | $297 | $41 | $41 | |
| 5000. CORNING INC | 2020-05-15 | $98,058 | $84,840 | $13,218 | $13,218 | ||
| 3000. EASTMAN CHEMICAL CO | 2020-05-15 | $179,733 | $223,238 | -$43,505 | -$43,505 | ||
| 1000. ENERGY SELECT SECTOR SPDR | 2015-12-31 | 2020-05-15 | $36,469 | $60,125 | -$23,656 | -$23,656 | |
| 3100. WELLS FARGO & CO | 2020-05-15 | $72,610 | $89,071 | -$16,461 | -$16,461 | ||
| 1666. DOW INC | 2020-07-28 | $72,844 | $115,882 | -$43,038 | -$43,038 | ||
| 334. DOW INC | 2020-05-05 | 2020-07-28 | $14,604 | $11,307 | $3,297 | $3,297 | |
| 1000. ALLSTATE CORP | 2014-10-29 | 2020-07-29 | $92,293 | $62,976 | $29,317 | $29,317 | |
| 1500. FLOWSERVE CORP | 2020-07-29 | $44,650 | $63,086 | -$18,436 | -$18,436 | ||
| 800. INTL BUSINESS MACHINES CORP | 1976-08-19 | 2020-07-29 | $99,722 | $13,765 | $85,957 | $85,957 | |
| 500. LEAR CORP | 2014-11-03 | 2020-07-29 | $58,981 | $46,029 | $12,952 | $12,952 | |
| 1000. VANGUARD REAL ESTATE ETF | 2020-07-29 | $80,943 | $59,498 | $21,445 | $21,445 | ||
| 1000. LYONDELLBASELL INDUSTRIES NV | 2020-07-29 | $67,844 | $90,680 | -$22,836 | -$22,836 | ||
| 2500. EXXON MOBIL CORP | 2020-09-15 | $92,165 | $100,466 | -$8,301 | -$8,301 | ||
| 7500. EXXON MOBIL CORP | 2020-10-12 | $258,006 | $274,519 | -$16,513 | -$16,513 | ||
| 10000. CISCO SYSTEMS INC | 2020-11-05 | $370,570 | $335,313 | $35,257 | $35,257 | ||
| 5000. COMCAST CORP-CL A | 2019-04-01 | 2020-11-05 | $223,315 | $200,234 | $23,081 | $23,081 | |
| 2000. PNC FINL SVCS GROUP INC | 2020-11-09 | $258,050 | $185,336 | $72,714 | $72,714 | ||
| .5776 VIATRIS INC | 2016-04-07 | 2020-12-07 | $10 | $8 | $2 | $2 | |
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,602 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,398 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,920 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,920 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,184 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,052 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,236 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,316 | OverpaymentAmt |
| Applied To ES Tax | $8,460 | AppliedToESTaxAmt |
| Refund | $4,856 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4044193245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1908 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32802 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICIA KITCHINGS | ||||||
| 254 WAMPHASSUC POINT ROAD | STONNINGTON | CT | 06378 | CO-TRUSTEE | 1 | $12,000 |
| TRUIST BANK | ||||||
| PO BOX 4655 | ATLANTA | GA | 30302 | CO-TRUSTEE | 1 | $528,014 |
| 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 |
| 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 | $63,283,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $724,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,007,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,007,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $960,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,047,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,152,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,152,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,920 | TotalTaxAmt |
| Distributable Before Adj | $3,135,464 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,135,464 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,135,464 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,777,507 | 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 | $1,777,507 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,777,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,135,464 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $336,739 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,777,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $336,739 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,440,768 | 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 | $1,694,696 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| YWCA CENTRAL MAINE | ||||||||
| 130 EAST AVENUE | LEWISTON | ME | 04240 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CULTIVATING COMMUNITY | ||||||||
| PO BOX 3792 | PORTLAND | ME | 04104 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PLANNED PARENTHOOD OF SOUTHERN NE | ||||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL OPERATING | $25,000 | |
| THE CONNECTICUT AUDUBON SOCIETY | ||||||||
| 314 UNQOUWA ROAD | FAIRFIELD | CT | 06824 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MARVELWOOD PREPARATORY SCHOOL | ||||||||
| PO BOX 3001 | KENT | CT | 06757 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LYMES YOUTH SERVICE BUREAU | ||||||||
| PO BOX 589 | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY FOUNDATION OF EASTERN CT | ||||||||
| 68 FEDERAL STREET | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $40,000 | |
| GARDE ARTS CENTER INC | ||||||||
| 325 STATE STREET | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ESSEX ROTARY SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 484 | ESSEX | CT | 06426 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OLD LYME LAND TRUST INC | ||||||||
| P O BOX 163 | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE PROTESTANT CONGREGATION OF | ||||||||
| 31 OCEAN REEF DRIVE C-101-248 | KEY LARGO | FL | 33037 | NONE | PC | GENERAL OPERATING | $5,000 | OCEAN REEF INC |
| AVALONIA LAND CONSERVANCY | ||||||||
| PO BOX 49 | OLD MYSTIC | CT | 06372 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JAZZREACH PERFORMING ART & EDUCATION | ||||||||
| 45 MAIN STREET SUITE 728 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OCEAN REEF CHAPEL FOUNDATION INC | ||||||||
| 32 OCEAN REEF DRIVE | KEY LARGO | FL | 33037 | NONE | PC | GENERAL OPERATING | $30,000 | |
| QUEBEC LABRADOR FOUNDATION | ||||||||
| 4 SOUTH MAIN STREET | IPSWICH | MA | 01938 | NONE | PC | GENERAL OPERATING | $45,000 | |
| FLORENCE GRISWOLD MUSEUM | ||||||||
| 96 LYME STREET | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OCEAN REEF MEDICAL CENTER FOUNDATION | ||||||||
| 50 BARRACUDA LN | KEY LARGO | FL | 33037 | NONE | PC | GENERAL OPERATING | $10,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST 79TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING | $15,000 | |
| NEW LONDON HOMELESS HOSPITALITY CENTER I | ||||||||
| 730 STATE PIER ROAD | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GORGE ECUMENICAL MINISTRIES | ||||||||
| PO BOX 656 | HOOD RIVER | OR | 97031 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CHILD AND FAMILY AGENCY OF SE CONNECTICUT | ||||||||
| 190 WESTBROOK RD | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $15,000 | |
| COMMUNITY ENRICHMENT FOR KLICKITAT CO | ||||||||
| PO BOX 687 | LYLE | WA | 98635 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NEWPORT FESTIVALS FOUNDATION | ||||||||
| PO BOX 650 | ESSEX | MA | 01929 | NONE | PC | GENERAL OPERATING | $15,000 | |
| BACKCOUNTRY JAZZ CONCERTS | ||||||||
| 15 EAST PUTNAM AVENUE BOX 397 | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FIRST CONGREGATIONAL CHURCH OF OLD LYME | ||||||||
| 2 FERRY RD | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BAPTIST HEALTH SOUTH FLORIDA FDN | ||||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | NONE | PC | GENERAL OPERATING | $10,000 | |
| COLGATE UNIVERSITY | ||||||||
| 113 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY MUSIC SCHOOL INC | ||||||||
| PO BOX 387 | CENTERBROOK | CT | 06409 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CONNECTICUT FUND FOR THE ENVIR | ||||||||
| 900 CHAPEL STREET SUITE 2202 | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ESSEX AMBULANCE | ||||||||
| PO BOX 233 | IVORYTON | CT | 06442 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CONNECTICUT RIVER MUSEUM | ||||||||
| 67 MAIN ST | ESSEX | CT | 06426 | NONE | PC | GENERAL OPERATING | $15,000 | |
| CT DDS FAMILIES FIRST INC | ||||||||
| 189 NEWINGTON RD APT 112 | WEST HARTFORD | CT | 061102328 | NONE | PC | GENERAL OPERATING | $15,000 | |
| ELLIS MARSALIS CENTER FOR MUSIC | ||||||||
| 1901 BARTHOLOMEW STREET | NEW ORLEANS | LA | 70117 | NONE | PC | GENERAL OPERATING | $20,000 | |
| DENISON PEQUOTSEPOS NATURE CENTER | ||||||||
| PO BOX 122 | MYSTIC | CT | 06355 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ESSEX ELEMENTARY SHCOOL FOUNDATION | ||||||||
| PO BOX 882 | ESSEX | CT | 06426 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ESSEX LAND CONSERVATION TRUST | ||||||||
| PO BOX 373 | ESSEX | CT | 06426 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ESSEX HISTORICAL SOCIETY | ||||||||
| PO BOX 123 | ESSEX | CT | 06426 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ESSEX LIBRARY ASSOCIATION INC | ||||||||
| 33 WEST AVENUE | ESSEX | CT | 06426 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ESSEX WINTER SERIES INC | ||||||||
| PO BOX 383 | ESSEX | CT | 06426 | NONE | PC | GENERAL OPERATING | $10,000 | |
| IVORYTON LIBRARY ASSOCATION | ||||||||
| 106 MAIN ST PO BOX 515 | IVORYTON | CT | 06442 | NONE | PC | GENERAL OPERATING | $5,000 | |
| IVORYTON PLAYHOUSE FOUNDATION | ||||||||
| 103 MAIN STREET PO BOX 458 | IVORYTON | CT | 06442 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GROTON OPEN SPACE ASSOCIATION | ||||||||
| PO BOX 9187 | GROTON | CT | 06340 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GOODSPEED OPERA HOUSE FOUNDATION | ||||||||
| 6 MAIN STREET PO BOX A | EAST HADDAM | CT | 06423 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LA GRUA CENTER | ||||||||
| PO BOX 342 | STONINGTON | CT | 06378 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HIGH HOPES THERAPEUTIC RIDING | ||||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MYSTIC SEAPORT MUSEUM INC | ||||||||
| PO BOX 6000 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | NONE | PC | GENERAL OPERATING | $60,000 | |
| MUSICAL MASTERWORKS INC | ||||||||
| PO BOX 684 | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MIDDLESEX HOSPITAL | ||||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MYSTIC MUSEUM OF ART | ||||||||
| 9 WATER STREET | MYSTIC | CT | 06355 | NONE | PC | GENERAL OPERATING | $100,000 | |
| NETHERLAND-AMERICA FOUNDATION | ||||||||
| 505 EIGHTH AVENUE STE 12A-05 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PINE POINT SCHOOL INC | ||||||||
| 89 BARNES ROAD | STONINGTON | CT | 06378 | NONE | PC | GENERAL OPERATING | $60,000 | |
| OCEAN REEF ART LEAGUE INC | ||||||||
| 120 ANCHOR DR | KEY LARGO | FL | 33037 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SAFE FUTURES INC | ||||||||
| 16 JAY ST | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $25,000 | |
| SALT MARSH OPERA COMPANY | ||||||||
| 65 CUTLER STREET PO BOX 227 | STONINGTON | CT | 06378 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SALISBURY SCHOOL INC | ||||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | NONE | PC | GENERAL OPERATING | $5,000 | |
| THE ANA GRACE PROJECT | ||||||||
| PO BOX 3332 | NEWTOWN | CT | 06460 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE ARTS CAFE MYSTIC INC | ||||||||
| PO BOX 185 | WEST MYSTIC | CT | 06388 | NONE | PC | GENERAL OPERATING | $10,000 | |
| STONINGTON FREE LIBRARY ASSOCIATION | ||||||||
| 20 HIGH STREET PO BOX 232 | STONINGTON | CT | 06378 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL OPERATING | $10,000 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WORLD OCEAN SCHOOL | ||||||||
| 212 NORTHERN AVE STE 301A | BOSTON | MA | 02210 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CROSBY FUND FOR HAITIAN EDUCATION INC | ||||||||
| 19 BINNEY ROAD | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE NATURE CONSERVANCY CONNECTICUT | ||||||||
| 55 CHURCH STREET FLOOR 3 | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATING | $25,000 | |
| STONINGTON LAND TRUST INC | ||||||||
| 188 WHITEHALL AVE | MYSTIC | CT | 06355 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WBUR(TRUSTEES OF BOSTON UNIVERSITY) | ||||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING | $10,000 | |
| UNIVERSITY OF HARTFORD | ||||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | NONE | PC | GENERAL OPERATING | $15,000 | |
| OLD LYME SOUTH END VOLUNTEER AMBULANCE ASSN | ||||||||
| 14 CROSS LN | OLD LYME | CT | 07361 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CONNECTICUT EARLY MUSIC SOCIETY INC | ||||||||
| PO BOX 329 | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $5,000 | |
| THE SHORELINE SOUP KITCHENS & PANTRIES | ||||||||
| 336 MAIN STREET | OLD SAYBROOK | CT | 06475 | NONE | PC | GENERAL OPERATING | $25,000 | |
| THE DR MARTIN LUTHER KING JR SCHOLARSH | ||||||||
| PO BOX 1308 | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $60,000 | |
| ESSEX GARDEN CLUB | ||||||||
| PO BOX 936 | ESSEX | CT | 06426 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | ||||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WATERFORD LAND TRUST INC | ||||||||
| PO BOX 926 | WATERFORD | CT | 06385 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OCEAN REEF CULTURAL CENTER INC | ||||||||
| 200 ANCHOR DRIVE | KEY LARGO | FL | 33037 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BETH ISRAEL DEACONESS MEDICAL CTR | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING | $15,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING | $5,000 | ATTNMR DANIEL POOLE |
| LEDGE LIGHT HEALTH DISTRICT | ||||||||
| 216 BROAD STREET | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $20,000 | ATTNMS JENNIFER MUGGEO |
| JAZZ FOUNDATION OF AMERICA INC | ||||||||
| 247 WEST 37TH STREET SUITE 201 | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING | $25,000 | ATTNMS NATALIE NACHIMSON |
| HER VILLAGE INC | ||||||||
| 1820 TOPPING AVE 1 | BRONX | NY | 10457 | NONE | PC | GENERAL OPERATING | $5,000 | ATTNMRS CHANTAL ALLISON-KONTEH |
| CONNECTICUT LEAGUE OF CONSERVATION VOTERS | ||||||||
| 553 FARMINGTON AVE | HARTFORD | CT | 06105 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BROOKLINE LIBRARY FOUNDATION INC | ||||||||
| 361 WASHINGTON STREET | BROOKLINE | CT | 02445 | NONE | PC | GENERAL OPERATING | $5,000 | ATTNMR RICKY SIROIS |
| BROOKLINE FOOD PANTRY INC | ||||||||
| 15 ST PAUL STREET | BROOKLINE FOOD PANTR | MA | 02446 | NONE | PC | GENERAL OPERATING | $5,000 | ATTNMS ELIZABETH BOEN |
| THE OCEAN CONSERVANCY INC | ||||||||
| 1300 19TH STREET NW 8TH FL | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CON BRIO CHORAL SOCIETY INC | ||||||||
| PO BOX 312 | CENTERBROOK | CT | 06409 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BROOKLYN COMMUNITY HOUSING AND | ||||||||
| 25 CHAPEL ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CONNECTICUT RIVER CONSERVANCY | ||||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | NONE | PC | GENERAL OPERATING | $10,000 | ATTN MR BRETT MORRISON |
| DIGDEEP RIGHT TO WATER PROJECT | ||||||||
| PO BOX 26779 | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING | $80,000 | ATTNMS ANNIE LASCOE |
| WASHINGTON GORGE ACTION PROGRAMS | ||||||||
| 115 WEST STEUBEN STREET/PO BOX 805 | BINGEN | WA | 98605 | NONE | PC | GENERAL OPERATING | $15,000 | ATTNMRS LESLIE NARAMORE |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 101 WHITNEY AVENUE 2ND FLOOR | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATING | $10,000 | ATTNMR MAX GRAY |
| TOWER HILL BOTANIC GARDEN | ||||||||
| PO BOX 598 | Boylston | MA | 01505 | NONE | PC | GENERAL OPERATING | $5,000 | ATTNMISS ALI KANE |
| PREBLE STREET | ||||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | NONE | PC | GENERAL OPERATING | $5,000 | ATTNMS ELENA SCHMIDT |
| PLANNED PARENTHOOD LEAGUE OF | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING | $5,000 | MASSACHUSETTS INC |
| THE OLD LYME VISITING NURSE | ||||||||
| POST OFFICE BOX 56 | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $10,000 | ASSOCIATION INC |
| NEW LONDON COMMUNITY MEAL CENTER | ||||||||
| 12 MONTAUK AVENUE | New London | CT | 06385 | NONE | PC | GENERAL OPERATING | $10,000 | ATTNMRS LINDA BERARD |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 485 BROADWAY MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MAINE COMMUNITY FOUNDATION INC | ||||||||
| 245 MAIN STREET | ELLSWORTH | ME | 04605 | NONE | PC | GENERAL OPERATING | $10,000 | ATTNMS LAURA YOUNG |
| INCARNATION CENTER INCORPORATED | ||||||||
| PO BOX 577 | IVORYTON | CT | 06442 | NONE | PC | GENERAL OPERATING | $15,000 | ATTNMR AARON PAGE |
| HISTORICALLY BLACK COLLEGE ALUMNI | ||||||||
| PO BOX 1385 | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $5,000 | ATTNMR VOUISE FONVILLE |
| HARRIET U ALLYN TEST TR | ||||||||
| 625 WILLIAMS STREET | NEW LONDON | CT | 06320 | NONE | PC | GENERAL OPERATING | $20,000 | ATTNMR D SAMUEL QUIGLEY |
| THE FUND FOR PORTLAND PUBLIC SCHOOLS | ||||||||
| 501 N DIXON STREET | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $10,000 | ATTNMRS NAILAH ROQUE |
| FOUNDATION FOR DIVERSITY IN THE ARTS | ||||||||
| 170 DARTING RD | SALEM | CT | 06420 | NONE | PC | GENERAL OPERATING | $25,000 | ATTNMS ABIGAIL GRUBB |
| THE EVERGLADES FOUNDATION INC | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL OPERATING | $10,000 | ATTNMS KATHERINE CASKEY |
| CONNECTICUT FOOD BANK INC | ||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | PC | GENERAL OPERATING | $20,000 | ATTNMS AMY LLOYD |
| THE CONNECTICUT AUDUBON SOCIETY INC | ||||||||
| 314 UNQUOWA ROAD | FAIRFIELD | CT | 06824 | NONE | PC | GENERAL OPERATING | $30,000 | ATTNMS ALISHA MILARDO |
| AMHERST COLLEGE TRUSTEES | ||||||||
| 201 EAST CAPITOL STREET SE | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING | $5,000 | FOLGER SHAKESPEARE LIBRARY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,493,727 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,398 | 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 | $1,523,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,523,125 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 291011104 EMERSON ELEC CO | $149,958 | $442,035 |
| 907818108 UNION PAC CORP | $166,117 | $1,457,540 |
| 931142103 WALMART INC | $351,128 | $864,900 |
| 84670702 BERKSHIRE HATHAWAY IN | $101,418 | $115,935 |
| 693475105 PNC FINL SVCS GROUP | $296,969 | $745,000 |
| 219350105 CORNING INC | $156,760 | $360,000 |
| G5494J103 LINDE PLC | $245,183 | $395,265 |
| 92826C839 VISA INC CL A | $164,855 | $2,012,316 |
| 14040H105 CAPITAL ONE FINANCIA | $288,774 | $593,100 |
| 254687106 DISNEY WALT CO NEW | $294,613 | $1,630,620 |
| 34354P105 FLOWSERVE CORP | $145,500 | $184,250 |
| 00206R102 AT&T INC | $103,485 | $100,660 |
| 58933Y105 MERCK & CO INC | $418,903 | $899,800 |
| 20030N101 COMCAST CORP-CL A | $878,908 | $1,572,000 |
| 02079K107 ALPHABET INC CL C | $205,810 | $1,226,316 |
| 617446448 MORGAN STANLEY | $487,190 | $1,027,950 |
| 60505104 BANK OF AMERICA CORP | $595,913 | $1,409,415 |
| 68389X105 ORACLE CORPORATION | $324,490 | $905,660 |
| 2824100 ABBOTT LABS | $256,377 | $1,259,135 |
| 166764100 CHEVRON CORP | $463,215 | $844,500 |
| 22160K105 COSTCO WHOLESALE COR | $288,558 | $640,526 |
| 278865100 ECOLAB INC | $329,530 | $649,080 |
| 38141G104 GOLDMAN SACHS GROUP | $195,854 | $448,307 |
| 46625H100 JP MORGAN CHASE & CO | $490,608 | $1,588,375 |
| 478160104 JOHNSON & JOHNSON | $111,416 | $786,900 |
| 580135101 MCDONALDS CORP | $125,190 | $643,740 |
| 91324P102 UNITEDHEALTH GROUP I | $415,629 | $1,052,040 |
| 37833100 APPLE INC | $240,442 | $3,449,940 |
| 191216100 COCA COLA CO | $13,841 | $6,992,100 |
| 438516106 HONEYWELL INTERNATIO | $439,606 | $638,100 |
| 79466L302 SALESFORCE COM INC | $109,619 | $133,518 |
| 842587107 SOUTHERN COMPANY | $269,429 | $552,870 |
| 30303M102 FACEBOOK INC-A | $487,895 | $546,320 |
| 31162100 AMGEN INC | $689,372 | $1,494,480 |
| 949746101 WELLS FARGO & CO | $261,330 | $301,800 |
| 02079K305 ALPHABET INC CL A | $147,178 | $1,139,216 |
| 126650100 CVS HEALTH CORP | $253,887 | $546,400 |
| 285512109 ELECTRONIC ARTS INC | $171,538 | $222,580 |
| 882508104 TEXAS INSTRUMENTS IN | $178,108 | $984,780 |
| 521865204 LEAR CORP | $292,444 | $636,120 |
| 437076102 HOME DEPOT INC | $125,095 | $1,328,100 |
| 594918104 MICROSOFT CORP | $563,488 | $3,825,624 |
| 00287Y109 ABBVIE INC | $55,356 | $642,900 |
| 20002101 ALLSTATE CORP | $343,704 | $769,510 |
| 458140100 INTEL CORP | $333,614 | $697,480 |
| 717081103 PFIZER INC | $451,075 | $736,200 |
| 742718109 PROCTER & GAMBLE CO | $654 | $556,560 |
| 92343V104 VERIZON COMMUNICATIO | $328,999 | $587,500 |
| 65339F101 NEXTERA ENERGY INC | $103,662 | $308,600 |
| G5960L103 MEDTRONIC PLC | $462,557 | $644,270 |
| 11135F101 BROADCOM INC | $304,867 | $700,560 |
| N53745100 LYONDELLBASELL INDUS | $245,915 | $366,640 |
| 23135106 AMAZON.COM INC | $762,123 | $1,628,465 |
| 747525103 QUALCOMM INC | $107,674 | $114,255 |
| 883556102 THERMO FISHER SCIENT | $289,072 | $326,046 |
| 983919101 XILINX INC | $104,548 | $141,770 |
| 7.5513E+105 RAYTHEON TECHNOLOG | $370,733 | $622,137 |
| 00724F101 ADOBE INC | $168,019 | $225,054 |
| 14448C104 CARRIER GLOBAL CORP | $28,119 | $150,880 |
| 26614N102 DUPONT DE NEMOURS IN | $181,161 | $142,220 |
| 31620M106 FIDELITY NATL INFORM | $69,855 | $70,730 |
| 45337C102 INCYTE CORPORATION | $93,742 | $86,980 |
| 45687V106 INGERSOLL-RAND INC | $81,993 | $200,464 |
| 46120E602 INTUITIVE SURGICAL I | $137,488 | $204,525 |
| 67066G104 NVIDIA CORP | $220,469 | $208,880 |
| 68902V107 OTIS WORLDWIDE CORP | $42,058 | $135,100 |
| 92556V106 VIATRIS INC | $25,208 | $46,850 |
| G8994E103 TRANE TECHNOLOGIES P | $281,644 | $725,800 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (84 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 464287507 ISHARES CORE S&P MID | AT COST | $2,301,869 | $2,643,045 |
| 921937504 VANGUARD TOTAL BOND | AT COST | $899,250 | $969,322 |
| 04314H667 ARTISAN INTL VALUE F | |||
| 46120E602 INTUITIVE SURGICAL I | |||
| 00206R102 AT&T INC COM | |||
| 92826C839 VISA INC CL A COM | |||
| 464287465 ISHARES MSCI EAFE ET | AT COST | $800,445 | $1,065,435 |
| 922908553 VANGUARD REAL ESTATE | AT COST | $229,763 | $339,720 |
| 880208772 TEMPLETON GLOBAL BON | AT COST | $479,457 | $379,016 |
| 464286665 ISHARES MSCI PACIFIC | AT COST | $501,687 | $804,216 |
| 437076102 HOME DEPOT INC COM | |||
| 02079K305 ALPHABET INC CL A | |||
| 233203835 DFA REAL ESTATE SECU | AT COST | $316,708 | $465,819 |
| 00724F101 ADOBE SYSTEMS INC CO | |||
| 26614N102 DUPONT DE NEMOURS IN | |||
| 233203868 DFA LARGE CAP INTERN | AT COST | $1,617,287 | $2,456,558 |
| 191216100 COCA-COLA CO COM | |||
| 438516106 HONEYWELL INTL INC C | |||
| 842587107 SOUTHERN CO COM | |||
| 31620M106 FIDELITY NATL INFORM | |||
| 00143W859 INVESCO DEVELOPING M | AT COST | $493,186 | $946,174 |
| 020002101 ALLSTATE CORP COM | |||
| 30231G102 EXXON MOBIL CORP COM | |||
| 458140100 INTEL CORP COM | |||
| 717081103 PFIZER INC COM | |||
| 742718109 PROCTER & GAMBLE CO | |||
| 755111507 RAYTHEON CO NEW COM | |||
| 92343V104 VERIZON COMMUNICATIO | |||
| 65339F101 NEXTERA ENERGY INC C | |||
| 00287Y109 ABBVIE INC COM | |||
| G5960L103 MEDTRONIC PLC | |||
| 11135F101 BROADCOM INC | |||
| 260557103 DOW INC | |||
| 922042858 VANGUARD FTSE EMERGI | AT COST | $765,552 | $1,002,200 |
| 921937702 VANGUARD SHORT-TERM | AT COST | $884,266 | $932,868 |
| 03463K406 ANGEL OAK MULTI-STRA | AT COST | $850,458 | $774,775 |
| 023135106 AMAZON INC COM | |||
| 291011104 EMERSON ELEC CO COM | |||
| 907818108 UNION PACIFIC CORP C | |||
| 913017109 UNITED TECHNOLOGIES | |||
| 084670702 BERKSHIRE HATHAWAY I | |||
| 22822V101 CROWN CASTLE INTERNA | AT COST | $371,323 | $636,760 |
| 233203587 DFA EMERGING MKTS VA | |||
| 45337C102 INCYTE CORP COM | |||
| 459200101 INTERNATIONAL BUSINE | |||
| 478160104 JOHNSON & JOHNSON CO | |||
| 68389X105 ORACLE CORP COM | |||
| 81369Y506 ENERGY SELECT SPDR | AT COST | $240,499 | $151,600 |
| 931142103 WAL-MART STORES INC | |||
| G47791101 INGERSOLL-RAND PLC C | |||
| N53745100 LYONDELLBASELL INDS | |||
| 002824100 ABBOTT LABS COM | |||
| 060505104 BANK OF AMERICA CORP | |||
| 166764100 CHEVRON CORP COM | |||
| 22160K105 COSTCO WHOLESALE COR | |||
| 277432100 EASTMAN CHEMICAL CO | |||
| 278865100 ECOLAB INC COM | |||
| 38141G104 GOLDMAN SACHS GROUP | |||
| 46625H100 JP MORGAN CHASE AND | |||
| 580135101 MCDONALDS CORP COM | |||
| 91324P102 UNITEDHEALTH GROUP I | |||
| 14040H105 CAPITAL ONE FINL COR | |||
| 254687106 WALT DISNEY CO COM | |||
| 34354P105 FLOWSERVE CORP COM | |||
| 58933Y105 MERCK AND INC COM | |||
| 02079K107 ALPHABET INC CL C | |||
| 20030N101 COMCAST CORP COM CL | |||
| 219350105 CORNING INC COM | |||
| G5494J103 LINDE PLC | |||
| 693475105 PNC FINL SVCS GROUP | |||
| 17275R102 CISCO SYS INC COM | |||
| 594918104 MICROSOFT CORP COM | |||
| 617446448 MORGAN STANLEY COM | |||
| 031162100 AMGEN INC COM | |||
| 037833100 APPLE INC COM | |||
| 126650100 CVS CAREMARK CORP CO | |||
| 285512109 ELECTRONIC ARTS INC | |||
| 882508104 TEXAS INSTRS INC COM | |||
| 949746101 WELLS FARGO & CO COM | |||
| 521865204 LEAR CORP COM NEW | |||
| 253868103 DIGITAL REALTY TRUST | AT COST | $92,409 | $83,706 |
| 258620103 DOUBLELINE TOTAL RET | AT COST | $550,000 | $540,949 |
| 00770G847 JOHCM INTERNATIONAL | AT COST | $300,000 | $410,769 |
| 04314H857 ARTISAN INTERNATIONA | AT COST | $300,000 | $409,080 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $8,790 |
| RETURN OF CAPITAL | $1,441 |
| 2020 TRANSACTIONS POSTED IN 2021 | $7,685 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND ADJUSTMENT | $573 |
| 2019 TRANSACTIONS POSTED IN 2020 | $17,877 |
| ROUNDING | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $6,694 | $6,694 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,880 | $2,880 | $0 |