People's United Community Foundation: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- People's United Community Foundation (EIN 26-0814452)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-28
- IRS object ID
- 202102719349100005
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-28T09:50:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260814452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | People's United Community Foundation of | BusinessNameLine1Txt |
| Business Name Line2 | Eastern Massachusetts Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DANV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA MARIA GREENER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNA MARIA | PersonFirstNm |
| Person Last | GREENER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $12,933,012 | 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 | $51,513 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $608 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $608 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $542,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $542,765 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,825,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,894 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $597,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $546,267 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $41,210 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,483 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $39,727 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,303 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $371 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,932 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $29,925 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,584 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $891,669 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $891,669 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $978,907 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $971,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$381,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $544,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,225 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $575,481 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $374,465 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $401,770 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,004,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,907,799 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,905,651 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $573,780 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $491,184 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $529,366 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,250,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,869,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,933,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,250,800 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,869,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,250,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,869,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,250,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,869,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,250,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$381,127 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,869,673 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,869,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,825,567 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,822,673 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,894 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,894 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,894 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,567 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,567 | SubtotalAmt |
| Tax Based On Investment Income | $7,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,433 | OverpaymentAmt |
| Applied To ES Tax | $5,433 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kevin T Bottomley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Chair | 1.0 | $0 | $0 | $0 |
| Diane C Brinkley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Doucette | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Bruce Figueroa | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Thomas Ford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Clerk, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Jack Good III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Anna Maria Greener | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Matt Hegarty | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Eleanor M Hersey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| J Michael O'Brien | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Diane T Stringer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Patrick Sullivan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,855,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,091,246 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,091,246 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,909,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $595,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $595,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,567 | TotalTaxAmt |
| Distributable Before Adj | $587,927 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $587,927 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $587,927 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $971,253 | 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 | $971,253 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $971,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $587,927 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $46,883 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,584 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $149,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $219,949 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $440,413 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $971,253 | QualifyingDistributionsAmt |
| Applied To Current Year | $587,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $383,326 | RemainingDistriFromCorpusAmt |
| Total Corpus | $823,739 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $46,883 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $776,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,584 | ExcessFromYear4Amt |
| Excess From Year2 | $149,997 | ExcessFromYear2Amt |
| Excess From Year1 | $219,949 | ExcessFromYear1Amt |
| Excess From Current Year | $383,326 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT APPLICATIONS TO R SKERRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CONANT STREET | AddressLine1Txt |
| City | DANVERS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9787390211 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS TO R. SKERRY HTTPS://WWW.PEOPLES.COM/ABOUT-US/COMMUNITY/CHARITABLE-GIVING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATIONS TO R. SKERRY HTTPS://WWW.PEOPLES.COM/ABOUT-US/COMMUNITY/CHARITABLE-GIVING | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT APPLICATIONS TO R. SKERRY HTTPS://WWW.PEOPLES.COM/ABOUT-US/COMMUNITY/CHARITABLE-GIVING | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | |||||||
| 178 TREMONT ST | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $10,000 |
| ALLSTON BRIGHTON COMM DEV CORP | |||||||
| 18R SHEPARD ST UNIT 100 | BRIGHTON | MA | 02135 | N/A | PC | General & Unrestricted | $5,000 |
| ANNA JAQUES COMMUNITY HEALTH FOUNDATION INC | |||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | N/A | SO I | General & Unrestricted | $10,000 |
| ASIAN COMMUNITY DEVELOPMENT CORP | |||||||
| 38 OAK ST | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $5,000 |
| BAY STATE READING INSTITUTE | |||||||
| 11 FERN AVE | AMESBURY | MA | 01913 | N/A | PC | General & Unrestricted | $7,500 |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES INC | |||||||
| 35 PARK ST | BEVERLY | MA | 01915 | N/A | PC | General Operating expenses | $10,000 |
| BEVERLY CHILDRENS LEARNING CENTERS INC | |||||||
| 550 CABOT ST | BEVERLY | MA | 01915 | N/A | PC | General & Unrestricted | $5,000 |
| BEVERLY SCHOOL FOR THE DEAF | |||||||
| 6 ECHO AVE | BEVERLY | MA | 01915 | N/A | PC | General & Unrestricted | $6,169 |
| BIRTHDAY WISHES INC | |||||||
| 24 SUPERIOR DR | NATICK | MA | 01760 | N/A | PC | General & Unrestricted | $5,000 |
| BISHOP FENWICK HIGH SCHOOL INC | |||||||
| 99 MARGIN ST | PEABODY | MA | 01960 | N/A | PC | General & Unrestricted | $8,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | |||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $20,000 |
| BOSTON SENIOR HOME CARE INC | |||||||
| 89 S ST STE 501 | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $7,500 |
| BOSTON TRINITY ACADEMY INC | |||||||
| 17 HALE ST | BOSTON | MA | 02136 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS AND GIRLS CLUB OF GREATER SALEM INC | |||||||
| GREATER SALEM 13 HAWTHORNE BOULEVAR | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS AND GIRLS CLUBS OF BOSTON INC | |||||||
| 200 HIGH ST LBBY 3 | BOSTON | MA | 02110 | N/A | PC | Education Program | $10,000 |
| BREAD OF LIFE INC | |||||||
| 54 EASTERN AVE REAR | MALDEN | MA | 02148 | N/A | PC | General & Unrestricted | $6,500 |
| BREAKTHROUGH GREATER BOSTON INC | |||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | N/A | PC | General & Unrestricted | $3,500 |
| BREAKTIME CAFE INC | |||||||
| 471 WASHINGTON ST RM 2 | WELLESLEY | MA | 02482 | N/A | PC | Breaktime Double Impact Initiative | $2,500 |
| BUILDING A BETTER BEVERLY INC | |||||||
| 191 CABOT ST | BEVERLY | MA | 01915 | N/A | PC | General & Unrestricted | $20,000 |
| BUSINESSES UNITED IN INVESTING LENDING AND DEVELOP | |||||||
| 745 ATLANTIC AVE 8TH FL | BOSTON | MA | 02111 | N/A | PC | Youth Entrepreneurship Program | $8,500 |
| CARE DIMENSIONS INC | |||||||
| 75 SYLVAN ST B-102 | DANVERS | MA | 01923 | N/A | PC | Tele-Medical Rapid Scale-Up | $25,000 |
| CARITAS COMMUNITIES INC | |||||||
| 25 BRAINTREE HILL OFC PARK STE | BRAINTREE | MA | 02184 | N/A | PC | Emergency Assistance fund for General Operating Expenses due to COVID-19 Crisis | $10,000 |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF B | |||||||
| 275 W BROADWAY | SOUTH BOSTON | MA | 02127 | N/A | PC | General & Unrestricted | $3,000 |
| CITIZENS INN INC | |||||||
| 81 MAIN ST | PEABODY | MA | 01960 | N/A | PC | HAVEN FROM HUNGER | $10,000 |
| CITY MISSION INC | |||||||
| 14 BEACON ST STE 203 | BOSTON | MA | 02108 | N/A | PC | A Lift Up, Homelessness Prevention Program | $5,000 |
| COMMUNITY GIVING TREE INC | |||||||
| 572 B MAIN ST | BOXFORD | MA | 01921 | N/A | PC | Greater Lawrence Community Expansion | $3,500 |
| COMMUNITY YOUNG MENS CHRISTIAN ASSOC OF DANVERS MA | |||||||
| 34 PICKERING ST | DANVERS | MA | 01923 | N/A | PC | Health and Wellness Center | $12,500 |
| ECONOMIC EMPOWERMENT TRUST FUND | |||||||
| 1 ASHBURTON PL 12TH FL | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $10,000 |
| ECONOMIC MOBILITY PATHWAYS INC | |||||||
| 1 WASHINGTON MALL 3RD FL | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $6,000 |
| EDUCATION NOW 20 INC | |||||||
| 421 LINEBROOK RD | IPSWICH | MA | 01938 | N/A | PC | Tiny tiny Houses Now: On Demand Online In-Service Teacher Training | $5,000 |
| ENGLISH AT LARGE INC | |||||||
| 800 W CUMMINGS PARK STE 5550 | WOBURN | MA | 01801 | N/A | PC | General & Unrestricted | $2,500 |
| ENGLISH FOR NEW BOSTONIANS INC | |||||||
| 105 CHAUNCY ST 4TH FL | BOSTON | MA | 02111 | N/A | PC | ENGLISH FOR IMMIGRANT ENTREPRENEURS PROGRAM | $6,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION INCORPORATED | |||||||
| 175 ANDOVER ST STE 101 | DANVERS | MA | 01923 | N/A | PC | Essex County COVID-19 Response Fund | $25,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION INCORPORATED | |||||||
| 175 ANDOVER ST STE 101 | DANVERS | MA | 01923 | N/A | PC | Impact Essex County (IEC)/Empowering Economic Opportunity (EEO) | $25,000 |
| FAMILYAID BOSTON INC | |||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | N/A | PC | Preventing Family Homelessness | $6,000 |
| FENWAY COMMUNITY DEVELOPMENT CORP | |||||||
| 70 BURBANK ST | BOSTON | MA | 02115 | N/A | PC | Community Impact Program | $10,000 |
| FENWAY COMMUNITY HEALTH CENTER INC | |||||||
| 1340 BOYLSTON ST | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $5,000 |
| FOOD PROJECT INC | |||||||
| 10 LEWIS ST | LINCOLN | MA | 01773 | N/A | PC | Cultivating Communities: Youth Leadership through Sustainable Agriculture | $4,000 |
| FOR KIDS ONLY AFTERSCHOOL INCORPORATED | |||||||
| 194 ESSEX ST | SALEM | MA | 01970 | N/A | PC | Count Me In! Afterschool Inclusion PROJECT | $5,000 |
| FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC | |||||||
| 112 SOHIER RD | BEVERLY | MA | 01915 | N/A | SO I | General & Unrestricted | $10,000 |
| HARBORLIGHT COMMUNITY PARTNERS | |||||||
| PO BOX 507 | BEVERLY | MA | 01915 | N/A | PC | Renovations to Family Housing | $7,500 |
| HAVEN PROJECT INC | |||||||
| 57 MUNROE ST | LYNN | MA | 01901 | N/A | PC | Homeless Young Adult Client Services | $3,500 |
| HEALING ABUSE WORKING FOR CHANGE INC | |||||||
| 27 CONGRESS ST | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $5,000 |
| HEALTH CARE WITHOUT WALLS INC | |||||||
| 148 LINDEN ST STE 208 | WELLESLEY | MA | 02482 | N/A | PC | Bridges to Moms | $5,000 |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | N/A | PC | General & Unrestricted | $10,000 |
| HOUSING FAMILIES INC | |||||||
| 919 EASTERN AVE | MALDEN | MA | 02148 | N/A | PC | General & Unrestricted | $5,000 |
| IMMIGRANT LEARNING CENTER INC | |||||||
| 442 MAIN ST | MALDEN | MA | 02148 | N/A | PC | The Immigrant Learning Center's Youth Board | $2,500 |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS ST | NEWBURYPORT | MA | 01950 | N/A | PC | Community-based Services: advocacy and support, therapeutic services, legal services, and youth empowerment programs | $10,000 |
| LAZARUS HOUSE INCORPORATED | |||||||
| PO BOX 408 | LAWRENCE | MA | 01842 | N/A | PC | General & Unrestricted | $7,500 |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 95 BERKELEY ST STE 301 | BOSTON | MA | 02116 | N/A | PC | Faith-Based Housing Development Program | $7,500 |
| MASSACHUSETTS COALITION FOR THE HOMELESS INC | |||||||
| 73 BUFFUM ST | LYNN | MA | 01902 | N/A | PC | A Bed for Every Child INITIATIVE | $10,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TPKE ST | NORTH ANDOVER | MA | 01845 | N/A | PC | TRANSFORMING ACCESS TO HIGHER EDUCATION: THE ESTABLISHMENT OF THE PIONEER SCHOLARSHIP FUND | $10,000 |
| MISSION OF DEEDS INC | |||||||
| 6 CHAPIN AVE | READING | MA | 01867 | N/A | PC | Cribs & Beds Project | $5,000 |
| MONTSERRAT COLLEGE OF ART INC | |||||||
| 23 ESSEX ST | BEVERLY | MA | 01915 | N/A | PC | General & Unrestricted | $25,000 |
| MORGAN MEMORIAL GOODWILL INDUSTRIES INC | |||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | N/A | PC | GOODWILL...LOTS MORE TO ACCOMPLISH! CAPITAL CAMPAIGN | $25,000 |
| MYSTIC VALLEY ELDER SERVICES INC | |||||||
| 300 COMMERCIAL ST STE 19 | MALDEN | MA | 02148 | N/A | PC | MVES Money Management Program | $5,000 |
| NATIONAL BRAILLE PRESS INC | |||||||
| 88 SAINT STEPHEN ST | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $10,000 |
| NEW ENGLAND CENTER FOR ARTS & TECHNOLOGY INC | |||||||
| 23 BRADSTON ST | BOSTON | MA | 02118 | N/A | PC | Culinary Arts Job Training PROGRAM | $3,000 |
| NEW ENGLAND HOMES FOR THE DEAF INC | |||||||
| 154 WATER ST | DANVERS | MA | 01923 | N/A | PC | General & Unrestricted | $2,500 |
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 1 FERNCROFT RD | DANVERS | MA | 01923 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH SHORE COMMUNITY DEVELOPMENT COALITION INC | |||||||
| 96 LAFAYETTE ST | SALEM | MA | 01970 | N/A | PC | SMALL BUSINESS ENGAGEMENT PROJECT | $5,000 |
| NORTHEAST HOSPITAL CORPORATION | |||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | N/A | PC | General & Unrestricted | $10,000 |
| PATHWAYS FOR CHILDREN INC | |||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | N/A | PC | Family Support Programs | $5,000 |
| PEER HEALTH EXCHANGE INC | |||||||
| 100 WEBSTER ST STE 300 | OAKLAND | CA | 94607 | N/A | PC | General & Unrestricted | $7,500 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $10,000 |
| PLUMMER YOUTH PROMISE INC | |||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $7,500 |
| PROFESSIONAL CENTER FOR HANDICAPPED CHILDREN INC | |||||||
| 32 OSGOOD ST | ANDOVER | MA | 01810 | N/A | PC | Improving Telehealth Access for Low-Income Families program | $2,500 |
| PROJECT HOME AGAIN | |||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | N/A | PC | General & Unrestricted | $5,000 |
| RAR-MA INC | |||||||
| 3 SCHOOL ST NO 3 | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $3,500 |
| ROOM TO GROW NATIONAL INC | |||||||
| 424 E 147TH ST FL 5 | BRONX | NY | 10455 | N/A | PC | Clinical Program | $3,500 |
| ROOT NS INC | |||||||
| 35 CONGRESS ST STE 2350 | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $7,500 |
| SALEM MISSION INC | |||||||
| PO BOX 810 | SALEM | MA | 01970 | N/A | PC | Lifebridge North Shore Community Meals Program | $10,000 |
| SENIORCARE INC | |||||||
| 49 BLACKBURN CENTER | GLOUCESTER | MA | 01930 | N/A | PC | Side Salad Supplement to Nutrition Program | $3,500 |
| ST JOHN'S PREPARATORY SCHOOL | |||||||
| 72 SPRING ST | DANVERS | MA | 01923 | N/A | PC | Transformational Tuition Assistance Scholarships fund for Middle-Income Families | $40,000 |
| SUMMER SEARCH BOSTON | |||||||
| 3840 WASHINGTON ST STE 2 | JAMAICA PLAIN | MA | 02130 | N/A | PC | General & Unrestricted | $10,000 |
| TAILORED FOR SUCCESS | |||||||
| PO BOX 527 | MALDEN | MA | 02148 | N/A | PC | Reimagine Your Career Webinar Series | $3,000 |
| TEACH FOR AMERICA - BOSTON | |||||||
| 60 CANAL ST 5TH FL | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $5,000 |
| THE HOME FOR LITTLE WANDERERS INC | |||||||
| 10 GUEST ST STE 3 | BOSTON | MA | 02135 | N/A | PC | General & Unrestricted | $10,000 |
| THE MALDEN YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 99 DARTMOUTH ST | MALDEN | MA | 02148 | N/A | PC | General & Unrestricted | $10,000 |
| THE NEIGHBORHOOD DEVELOPERS INC | |||||||
| 4 GERRISH AVE | CHELSEA | MA | 02150 | N/A | PC | CONNECT's One-on-One Financial Coaching Program | $6,000 |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | N/A | PC | General & Unrestricted | $7,500 |
| THE SALEM PANTRY INC | |||||||
| PO BOX 295 | SALEM | MA | 01970 | N/A | PC | General Operating Fund | $5,000 |
| THEATER OFFENSIVE INC | |||||||
| 565 BOYLSTON ST | BOSTON | MA | 02116 | N/A | PC | True Colors: OUT Youth Theater | $2,500 |
| TOWN OF DANVERS | |||||||
| 1 SYLVAN ST | DANVERS | MA | 01923 | N/A | GOV | Danvers High School Athletic Complex Project | $25,000 |
| TRI-TOWN COUNCIL ON YOUTH AND FAMILY SERVICES INC | |||||||
| 7 GROVE ST | TOPSFIELD | MA | 01983 | N/A | PC | General & Unrestricted | $3,500 |
| TRIANGLE INC | |||||||
| 420 PEARL ST | MALDEN | MA | 02148 | N/A | PC | EPIC Service Warriors | $10,000 |
| VICTORY PROGRAMS INC | |||||||
| 965 MASSACHUSETTS AVE | BOSTON | MA | 02118 | N/A | PC | Family Financial Empowerment and Job Readiness | $10,000 |
| VIETNAM VETERANS WORKSHOP INC | |||||||
| 17 COURT ST | BOSTON | MA | 02108 | N/A | PC | Veterans Training and Employment Services Program | $3,500 |
| VNA CARE NETWORK INC | |||||||
| 120 THOMAS ST | WORCESTER | MA | 01608 | N/A | PC | General & Unrestricted | $7,500 |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | N/A | PC | The MediClerk Training Program | $7,500 |
| WOMENS LUNCH PLACE INC | |||||||
| PO BOX 170900 | BOSTON | MA | 02117 | N/A | PC | Food Insecurity/Healthy Meals Program | $5,000 |
| WRITEBOSTON INC | |||||||
| 2300 WASHINGTON ST FL 6 | BOSTON | MA | 02119 | N/A | PC | Teens in Print Summer Journalism Institute: summer literacy and job training program for low-income students | $5,000 |
| YMCA OF THE NORTH SHORE INC | |||||||
| 245 CABOT ST | BEVERLY | MA | 01915 | N/A | PC | General & Unrestricted | $25,000 |
| YMCA OF THE NORTH SHORE INC | |||||||
| 245 CABOT ST | BEVERLY | MA | 01915 | N/A | PC | Growing the Greater Beverly Y to better serve the entire community Campaign | $37,500 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METRO NORTH IN | |||||||
| 2 CENTENNIAL DR STE 4A | PEABODY | MA | 01960 | N/A | PC | New Lynn YMCA Project | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $891,669 | 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 | $608 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $542,765 | 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 | $2,894 | 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 | $546,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $546,267 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | People's United Financial Inc | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 MAIN STREET | AddressLine1Txt |
| City | Bridgeport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $51,513 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PAYROLL EXPENSE AND RELATED BENEFITS PAID ON BEHALF OF THE FOUNDATION | NoncashPropertyDesc |
| Fair Market Value | $51,513 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO NOTE - 2.375% - 08/26/20 | $34,811 | $37,871 |
| AT&T INC BOND - 3.400% - 05/15 | $24,875 | $27,786 |
| BANK AMER CORP - 3.500% - 04/1 | $35,631 | $39,667 |
| BLACKROCK INC NOTE CALL MAKE W | $24,911 | $26,168 |
| BP CAP MKTS - 3.633% - 04/06/2 | $28,968 | $29,124 |
| BRISTOL MYERS SQUIBB CO - 3.25 | $40,883 | $45,213 |
| CITIGROUP INC - 4.412% - 03/31 | $29,986 | $30,317 |
| COMCAST CORP NT - 3.150% - 02/ | $30,655 | $33,858 |
| EXXON MOBIL CORP NOTE - 3.482% | $28,335 | $29,075 |
| GOLDMAN SACHS GROUP INC - 3.50 | $25,101 | $27,592 |
| JP MORGAN CHASE - 3.509% - 01/ | $31,573 | $34,119 |
| MORGAN STANLEY - 3.622% - 04/0 | $34,407 | $34,893 |
| ORACLE CORP NOTE - 3.250% - 11 | $30,315 | $34,233 |
| SHELL INTERNATIONAL - 2.375% - | $39,717 | $43,019 |
| WALT DISNEY CO - 3.150% - 09/1 | $25,263 | $27,770 |
| WELLS FARGO CO - 4.100% - 06/0 | $25,753 | $28,661 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (77 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $19,683 | $21,241 |
| ACCENTURE PLC | $16,768 | $19,591 |
| ADOBE SYSTEMS, INC | $22,876 | $26,006 |
| ALPHABET INC CL A | $18,443 | $21,032 |
| ALPHABET INC CL C | $19,955 | $22,774 |
| AMAZON COM | $43,072 | $45,597 |
| AON PLC CL A | $17,393 | $17,747 |
| APPLE INC | $44,213 | $84,524 |
| AVERY DENNISON CORP | $15,269 | $19,544 |
| BAILLIE GIFFORD INTERNATIONAL | $125,069 | $157,207 |
| BANK OF AMERICA CORP | $15,015 | $15,882 |
| BERKSHIRE HATHAWAY INC. CLASS | $12,821 | $15,303 |
| BEST BUY INC | $9,252 | $13,771 |
| BLACKROCK STRAT INC OPP PORTFO | $25,000 | $25,317 |
| CHEVRON CORP | $15,101 | $12,245 |
| CHURCH & DWIGHT | $13,461 | $12,997 |
| COHEN & STEERS INSTITUTIONAL R | $52,912 | $57,219 |
| CONOCOPHILLIPS | $8,391 | $8,798 |
| COSTCO WHOLESALE CORPORATION | $20,504 | $23,737 |
| DANAHER CORP | $26,558 | $29,100 |
| DOLLAR GENERAL CORP | $14,188 | $15,562 |
| DOVER CORP | $15,045 | $15,276 |
| ECOLAB INC | $16,444 | $18,607 |
| EDWARDS LIFESCIENCES | $15,482 | $17,881 |
| ELECTRONIC ARTS | $10,530 | $10,914 |
| ESTEE LAUDER COMPANIES INC | $13,353 | $14,108 |
| FACEBOOK INC | $21,774 | $25,404 |
| FASTENAL COMPANY | $11,281 | $13,184 |
| FISERV INC | $12,667 | $14,346 |
| HOME DEPOT INC | $22,896 | $28,687 |
| HONEYWELL INTL | $20,251 | $29,991 |
| ILLINOIS TOOL WORKS | $19,190 | $21,000 |
| INVESCO OPPENHEIMER DEVELOPING | $186,945 | $252,515 |
| ISHARES NASDAQ BIOTECHNOLOGY | $18,587 | $20,451 |
| ISHARES RUSSELL 2000 | $80,574 | $127,635 |
| ISHARES RUSSELL 2000 GROWTH IN | $79,991 | $130,449 |
| ISHARES S&P 500 GROWTH INDEX F | $77,762 | $128,087 |
| ISHARES S&P MIDCAP 400 BARRA V | $230,238 | $248,113 |
| JOHNSON & JOHNSON | $13,693 | $16,053 |
| JP MORGAN CHASE | $19,416 | $23,762 |
| LAMAR ADVERTISING CO CL A REIT | $11,167 | $12,566 |
| LAMB WESTON HOLDINGS INC | $9,212 | $12,126 |
| LOCKHEED MARTIN CORP | $10,003 | $10,294 |
| MARSH AND MCLENNAN COMPANIES I | $10,976 | $10,998 |
| MATTHEWS CHINA INST | $101,842 | $105,161 |
| MCDONALD'S CORP | $7,774 | $9,871 |
| MFS VALUE I | $222,713 | $249,481 |
| MICROSOFT CORP | $46,948 | $67,838 |
| MSCI INC | $18,646 | $22,327 |
| NASDAQ OMX GROUP | $13,873 | $14,203 |
| NEXTERA ENERGY, INC | $22,229 | $24,379 |
| NIKE INC-CL B | $14,542 | $21,221 |
| NRG ENERGY | $8,151 | $9,050 |
| ONEOK INC | $7,167 | $4,913 |
| PAYPAL HOLDINGS, INC | $16,753 | $20,375 |
| PEOPLE'S UNITED FINANCIAL, INC | $3,948,597 | $8,291,389 |
| PEPSICO INC | $14,441 | $15,572 |
| PIMCO HIGH-YIELD INSTL | $96,585 | $97,936 |
| PIMCO INVESTMENT GRADE CORP BD | $25,000 | $25,089 |
| PRINCIPAL MIDCAP FUND; R6 | $172,403 | $241,688 |
| PROGRESSIVE CORP OHIO | $13,171 | $14,733 |
| QORVO INC | $11,714 | $15,131 |
| T. ROWE PRICE INTERNATIONAL DI | $31,244 | $41,137 |
| TEXAS INSTRUMENTS INC | $18,126 | $22,814 |
| THERMO FISHER SCIENTIFIC INC | $23,429 | $26,549 |
| TJX COMPANIES INC | $12,107 | $15,980 |
| TRANE TECHNOLOGIES PLC | $9,903 | $12,919 |
| UNION PACIFIC | $16,614 | $19,989 |
| UNITEDHEALTH GROUP INC | $22,940 | $26,301 |
| VANGUARD DEVELOPED MARKETS IDX | $115,614 | $158,825 |
| VANGUARD GNMA FUND ADMIRAL SHS | $174,229 | $178,141 |
| VANGUARD MORTGAGE-BACKED SECS | $80,000 | $79,558 |
| VERIZON COMMUNICATIONS | $10,999 | $11,633 |
| VISA INC | $27,781 | $31,278 |
| WALT DISNEY HOLDINGS CO | $10,202 | $15,944 |
| WELLS FARGO PREMIER LARGE CO G | $82,938 | $118,119 |
| ZOETIS INC | $25,703 | $28,466 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $374,465 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $401,770 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $27,639 | $27,639 |
| Indemnification Insurance | $2,017 | $2,017 |
| State or Local Filing Fees | $269 | $269 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2020 | CategoryTxt |
| Amt | $5,800 | Amt |