THE PERRIN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE PERRIN FAMILY FOUNDATION (EIN 22-3309886)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-13
- IRS object ID
- 202142259349100529
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-13T13:47:28-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST PUTNAM AVENUE SUITE 408 | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | 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 | 223309886 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PERRIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ANDERSEN TAX LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 2034387349 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST PUTNAM AVENUE NO 408 | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEILA PERRIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2034387349 | PhoneNum |
| Signature | 2021-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHEILA | PersonFirstNm |
| Person Last | PERRIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS CARREIRA | PreparerPersonNm |
| PTIN | P01250834 | PTIN |
| Phone | 2039873660 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $25,520,347 | 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 | $461,484 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,076 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,076 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $496,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $496,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $414,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,328,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $414,785 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,009 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,429 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,406,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $911,560 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $144,962 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $144,962 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,967 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $62,967 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,887 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,888 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $192,629 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $136,429 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,009 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,108 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $28,068 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,068 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,701 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,701 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $807 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $807 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $169,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $169,096 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $750,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600,689 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $893,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $893,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,643,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,493,722 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$236,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $765,910 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $179,367 | CashBOYAmt |
| Cash EOY | $57,423 | CashEOYAmt |
| Cash EOYFMV | $57,423 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $601,226 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,459,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,459,494 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $38 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,685 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $38 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $38 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,237,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,912,648 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,354,899 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,300,691 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,301,836 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,541,185 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,157,060 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,094,679 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,107,308 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $33,416 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,416 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $17,477,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,826,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,520,347 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $515 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $515 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,477,202 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,825,603 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,477,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,825,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,477,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,826,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,477,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$236,791 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,240,411 | SubtotalAmt |
| Other Decreases | $414,808 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,825,603 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,540,997 | $7,549,459 | -$8,462 | -$8,462 | |||
| PUBLICLY TRADED SECURITIES | $654,629 | $540,663 | $113,966 | $113,966 | |||
| PUBLICLY TRADED SECURITIES | $397,743 | $55,527 | $342,216 | $342,216 | |||
| PUBLICLY TRADED SECURITIES | $27 | $27 | $27 | ||||
| PUBLICLY TRADED SECURITIES | $256,132 | $255,253 | $879 | $879 | |||
| PUBLICLY TRADED SECURITIES | $100,000 | $100,160 | -$160 | -$160 | |||
| PUBLICLY TRADED SECURITIES | $787,065 | $786,585 | $480 | $480 | |||
| PUBLICLY TRADED SECURITIES | $75,000 | $75,404 | -$404 | -$404 | |||
| PUBLICLY TRADED SECURITIES | $4,626 | $4,557 | $69 | $69 | |||
| PUBLICLY TRADED SECURITIES | $318,246 | $312,225 | $6,021 | $6,021 | |||
| FROM K-1 - GS CAPITAL PARTNERS VI PARALLEL, LP | $9,917 | $9,917 | $9,917 | P | 2007-01-01 | 2020-12-31 | |
| PUBLICLY TRADED SECURITIES | $33,430 | $176,791 | -$143,361 | -$143,361 | |||
| PUBLICLY TRADED SECURITIES | $27 | $27 | $27 | ||||
| PUBLICLY TRADED SECURITIES | $11 | $11 | $11 | ||||
| PUBLICLY TRADED SECURITIES | $25 | $25 | $25 | ||||
| PUBLICLY TRADED SECURITIES | $73,079 | $92,149 | -$19,070 | -$19,070 | |||
| PUBLICLY TRADED SECURITIES | $2,066,701 | $1,964,533 | $102,168 | $102,168 | |||
| CAPITAL GAINS DIVIDENDS | $10,436 | $10,436 | $10,436 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $414,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,646 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,646 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,915 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,915 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,269 | OverpaymentAmt |
| Applied To ES Tax | $9,269 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PERRINFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 8008787878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES R PERRIN | |||||||||
| C/O PERRIN FAMILY FOUNDATION 85 | WILLOW STREET | NEW HAVEN | CT | 06511 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SHEILA A PERRIN | |||||||||
| C/O PERRIN FAMILY FOUNDATION 85 | WILLOW STREET | NEW HAVEN | CT | 06511 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| DAVID B PERRIN | |||||||||
| C/O PERRIN FAMILY FOUNDATION 85 | WILLOW STREET | NEW HAVEN | CT | 06511 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEFFREY L PERRIN | |||||||||
| C/O PERRIN FAMILY FOUNDATION 85 | WILLOW STREET | NEW HAVEN | CT | 06511 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANNE KENAN | |||||||||
| C/O PERRIN FAMILY FOUNDATION 85 | WILLOW STREET | NEW HAVEN | CT | 06511 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA E MCCARGAR | ||||||||
| 85 WILLOW STREET | NEW HAVEN | CT | 06511 | PRESIDENT | 40.00 | $125,505 | $28,880 | $731 |
| AMARILIS PULLEN | ||||||||
| 85 WILLOW STREET | NEW HAVEN | CT | 06511 | PROGRAM OFFICER | 40.00 | $91,000 | $18,723 | $525 |
| MERCEDES MACALPINE | ||||||||
| 85 WILLOW STREET | NEW HAVEN | CT | 06511 | PROGRAM ASSOCIATE | 40.00 | $54,000 | $11,633 | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US TRUST | |||||
| 114 WEST 47TH ST 7TH FL | NEW YORK | NY | 10036 | INVESTMENT ADVISORY | $82,936 |
| GARO CONSULTING LLC | |||||
| PO BOX 330214 | WEST HARTFORD | CT | 06133 | CONSULTING | $54,165 |
| GOLDMAN SACHS | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISORY | $53,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE BUILDING LEADERSHIP AND ORGANIZING CAPACITY (BLOC) INITIATIVE IS A COHORT-BASED CAPACITY BUILDING INITIATIVE DESIGNED TO BUILD THE RESEARCH, ANALYSIS, AND ORGANIZING CAPACITY OF YOUTH-LED SOCIAL CHANGE GROUPS IN CONNECTICUT. THE BLOC INITIATIVE SEEKS TO INCREASE THE MEANINGFUL INCLUSION OF YOUTH IN LEADERSHIP OR DECISION-MAKING ROLES IN THEIR ORGANIZATIONS, STRENGTHEN ORGANIZATIONS' ABILITY TO DEVELOP AND IMPLEMENT EFFECTIVE YOUTH ORGANIZING CAMPAIGNS THAT LEAD TO CONCRETE AND LASTING CHANGE AROUND THE ISSUES THAT YOUTH HAVE IDENTIFIED; AND BUILD COLLABORATIVE RELATIONSHIPS AND PARTNERSHIPS AMONG ORGANIZATIONS COMMITTED TO BUILDING A MOVEMENT FOR YOUTH-LED SOCIAL CHANGE IN CONNECTICUT. PARTICIPATING ORGANIZATIONS ENGAGE IN MONTHLY WORKSHOPS, ATTEND BIANNUAL RETREATS, AND RECEIVE TARGETED TECHNICAL ASSISTANCE. THE INITIATIVE IS CO-DESIGNED WITH ALUMNI OF THE PROGRAM THAT WORK IN THE FIELD OF YOUTH LED SOCIAL CHANGE. | Description1Txt |
| Expenses1 | $88,231 | Expenses1Amt |
| Description2 | THE PERRIN FAMILY FOUNDATION OFFERS CAPACITY BUILDING CONSULTANTS, TRAININGS AND WORKSHOPS AND CONVENINGS TO OUR GRANTEE PARTNERS, YOUTH PRACTITIONERS AND COMMUNITY GROUPS ACROSS THE STATE OF CT IN ORDER TO DEEPEN THE SECTOR'S ABILITY TO SUPPORT YOUNG PEOPLE AS LEADERS OF SOCIAL CHANGE. | Description2Txt |
| Expenses2 | $4,631 | Expenses2Amt |
| Description3 | THE CRITICALLY CONSCIOUS YOUTH DEVELOPMENT (CCYD) GRANT PROGRAM IS A COHORT-BASED CAPACITY BUILDING INITIATIVE THAT IS FOCUSED ON DEVELOPING THE SKILLS OF YOUTH DEVELOPMENT STAFF AND THEIR ABILITY TO DEVELOP PROGRAMMING THAT IS CENTERED AROUND IDENTITY, LIVED EXPERIENCE, AND POLITICAL EDUCATION AS CORE COMPETENCIES. PARTICIPATING ORGANIZATIONS PARTICIPATE IN QUARTERLY TRAININGS AND AN ANNUAL RETREAT. THERE IS ALSO ONGOING CURRICULAR AND TECHNICAL ASSISTANCE PROVIDED BY THE CAPACITY BUILDING FELLOWS AND COACHES. | Description3Txt |
| Expenses3 | $42,457 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,699,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,014,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,714,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,714,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $340,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,373,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,118,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,118,680 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,646 | TotalTaxAmt |
| Distributable Before Adj | $1,108,034 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,108,034 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,108,034 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,493,722 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,493,722 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,493,722 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,108,034 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,218 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,537 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $187,315 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $302,884 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $344,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $952,214 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,493,722 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,108,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $385,688 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,337,902 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,218 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,331,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,537 | ExcessFromYear4Amt |
| Excess From Year3 | $187,315 | ExcessFromYear3Amt |
| Excess From Year2 | $302,884 | ExcessFromYear2Amt |
| Excess From Year1 | $344,260 | ExcessFromYear1Amt |
| Excess From Current Year | $385,688 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES R PERRIN | ContributingManagerNm |
| Contributing Manager | SHEILA A PERRIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA MCCARGAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PERRIN FAMILY FOUNDATION 85 | AddressLine1Txt |
| Address Line2 | WILLOW STREET | AddressLine2Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2034387349 | RecipientPhoneNum |
| Form And Info And Materials | AUTHORIZED PERSONS WHO REPRESENT AN ORGANIZATION WHICH THEY BELIEVE MIGHT QUALIFY FOR SUPPORT ARE REQUESTED FIRST TO SEND A LETTER OF INTENT. THE LETTER SHOULD SUCCINTLY DESCRIBE THE BACKGROUND AND PURPOSE OF THE ORGANIZATION AND BRIEFLY OUTLINE THE PROJECT OR PROGRAM FOR WHICH MONIES ARE BEING SOUGHT. ALL LETTERS WILL BE ACKNOWLEDGED. IF THE FOUNDATION FINDS THE REQUEST APPROPRIATE FOR ITS SUPPORT, THE APPLICANT WILL BE MAILED GUIDELINES FOR SUBMISSION. ALL GRANT REQUESTS MAY REQUIRE AS LONG AS THREE MONTHS FOR PROCESSING BEFORE A FINAL DECISION IS COMMUNICATED TO THE PETITIONING ORGANIZATION. THOSE PROJECTS OR PROGRAMS RECEIVING MONEY ARE REQUESTED TO PROVIDE AN EVALUATION AT THE END OF THE FUNDING PERIOD. THE AVERAGE GRANT IS BETWEEN $10,000 AND $30,000. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED ONLY TO NON-PROFIT ORGANIZATIONS OR FISCAL SPONSORS THAT HAVE TAX-EXEMPT STATUS UNDER THE U.S. INTERNAL REVENUE CODE. GRANT PRIORITY IS GIVEN TO ORGANIZATIONS WORKING TO DEVELOP COLLECTIVE YOUTH LEADERSHIP AND YOUTH-LED SOCIAL CHANGE INITIATIVES IN CONNECTICUT. ORGANIZATIONS THAT THE PERRIN FAMILY FOUNDATION WOULD CONSIDER FUNDING MUST SHOW EVIDENCE THAT THEY SUPPORT YOUTH AND ADULTS WORKING TOGETHER IN AUTHENTIC PARTNERSHIPS, WHERE THE DEVELOPMENT OF INDIVIDUAL LEADERSHIP SKILLS IS BALANCED BY A COMMITMENT TO COLLECTIVE YOUTH VOICE , SHARED LEADERSHIP, AND WHERE YOUTH ARE ENCOURAGED TO ENGAGE WITH THEIR BROADER COMMUNITY AS THEY EXPLORE AND INVESTIGATE THEIR EVERYDAY REALITIES. GRANTS WILL NOT BE AWARDED TO FUND PUBLIC OR PRIVATE SCHOOL PROGRAMMING. GRANTS WILL ALSO NOT BE AWARDED TO FUND ATHLETIC, JUVENILE JUSTICE, JOB TRAINING PROGRAMS, COMMUNITY EVENTS OR CAPITAL PROJECTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER WAY FOUNDATION | |||||||
| PO BOX 942 | HARTFORD | CT | 06101 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $32,500 |
| BLUE HILLS CIVIC ASSOCIATION | |||||||
| 410 HOMESTEAD AVENUE | HARTFORD | CT | 06112 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $37,500 |
| CITYWIDE YOUTH COALITION INC | |||||||
| 928 CHAPEL STREET | NEW HAVEN | CT | 06510 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $42,500 |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-205 | HARTFORD | CT | 06106 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $8,890 |
| UNITED WE DREAM NETWORK | |||||||
| PO BOX 3323120033 | WASHINGTON DC | CT | 20033 | N/A | 501(C)(3) ORGANIZATI | CONNECTICUT STUDENTS FOR A DREAM | $61,575 |
| BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE | |||||||
| 330 7TH AVENUE | NEW YORK | NY | 10001 | N/A | 501(C)(3) ORGANIZATI | FUNDERS COLLABORATIVE ON YOUTH ORGANIZING | $35,000 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $1,030 |
| HARTFORD FOOD SYSTEM INC | |||||||
| 190 WETHERSFIELD AVENUE | HARTFORD | CT | 06114 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $37,500 |
| A BETTER WAY FOUNDATION | |||||||
| PO BOX 942 | HARTFORD | CT | 06101 | N/A | 501(C)(3) ORGANIZATI | HARTFORD MUTUAL AID | $5,000 |
| A BETTER WAY FOUNDATION | |||||||
| PO BOX 942 | HARTFORD | CT | 06101 | N/A | 501(C)(3) ORGANIZATI | HEARING YOUTH VOICES | $52,500 |
| INSTITUTE FOR COMMUNITY RESEARCH | |||||||
| 2 HARTFORD SQUARE W | HARTFORD | CT | 06106 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $30,000 |
| KATAL CENTER FOR HEALTH EQUITY AND JUSTICE | |||||||
| 147 PRINCE STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $80,050 |
| LIFE IN MY DAYS | |||||||
| 12 DONALD TERRACE | WATERBURY | CT | 06705 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $5,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | 501(C)(3) ORGANIZATI | MAKE THE ROAD CT | $37,500 |
| NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY | |||||||
| 1900 L STREET NW SUITE 825 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $750 |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 105300053 | N/A | 501(C)(3) ORGANIZATI | PARADYM ACADEMY, INC. | $42,500 |
| SAVE GIRLS ON FYER | |||||||
| 276 HIGHLAND AVENUE | WATERBURY | CT | 06708 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $42,500 |
| SCHOOL OF UNITY & LIBERATION | |||||||
| 1714 FRANKLIN STREET 100-280 | OAKLAND | CA | 94612 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $10,000 |
| SERVING ALL VESSELS EQUALLY INC | |||||||
| 31 CONCORD STREET | NORWALK | CT | 06854 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $37,500 |
| COMMUNITY MEDIATION | |||||||
| 151 CHURCH STREET | NEW HAVEN | CT | 06510 | N/A | 501(C)(3) ORGANIZATI | STUDENTS FOR EDUCATIONAL JUSTICE | $37,500 |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-205 | HARTFORD | CT | 06106 | N/A | 501(C)(3) ORGANIZATI | SUPPORTING ORGANIZING WORK CT | $20,000 |
| A BETTER WAY FOUNDATION | |||||||
| PO BOX 942 | HARTFORD | CT | 06101 | N/A | 501(C)(3) ORGANIZATI | THE CONNECTICUT BLACK AND BROWN STUDENT UNION | $62,500 |
| THE WRITER'S BLOCK INK | |||||||
| 12 MASONIC STREET | NEW LONDON | CT | 06320 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $37,500 |
| COMMON COUNSEL FOUNDATION | |||||||
| 1624 FRANKLIN STREET 1022 | OAKLAND | CA | 94612 | N/A | 501(C)(3) ORGANIZATI | VISIONARY FREEDOM FUND | $20,000 |
| WINDHAM REGIONAL COMMUNITY COUNCIL INC | |||||||
| 872 MAIN STREET 2391 | WILLIMANTIC | CT | 06226 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $42,500 |
| UNITED WAY OF WESTERN CONNECTICUT | |||||||
| 301 MAIN STREET SUITE 206810 | DANBURY | CT | 06810 | N/A | 501(C)(3) ORGANIZATI | GENERAL PURPOSE | $73,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $893,033 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,076 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $496,128 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $414,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $944,998 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $944,998 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLIE PERRIN | |||||||
| 1 | 676 TITICUS ROAD | NORTH SALEM | NY | 10560 | $200,742 | Yes (X) | |
| CHARLIE PERRIN | |||||||
| 2 | 676 TITICUS ROAD | NORTH SALEM | NY | 10560 | $30,000 | Yes (X) | |
| SHEILA PERRIN | |||||||
| 3 | 676 TITICUS ROAD | NORTH SALEM | NY | 10560 | $30,000 | Yes (X) | |
| SHEILA PERRIN | |||||||
| 4 | 676 TITICUS ROAD | NORTH SALEM | NY | 10560 | $200,742 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | $200,742 | 2020-12-07 |
| 4 | MARKETABLE SECURITIES | $200,742 | 2020-12-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,775 | Amt |
| Net Investment Income | $6,887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,888 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BALANCE SHEET ASSETS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART II, LINES 10,13 | FormAndLineReferenceDesc |
| Medium Explanation | BEGINNING WITH THE 2020 TAX YEAR, THE IRS HAS REQUIRED ALL PRIVATE FOUNDATIONS TO ELECTRONICALLY FILE THEIR TAX RETURNS. IN THE PAST, THE TAXPAYER WOULD PAPER FILE ITS RETURN AND ATTACH THE PAPER DECEMBER STATEMENT DETAILING ALL OF ITS UNDERLYING INVESTMENT ASSETS, WHICH CAN BE QUITE EXTENSIVE. DUE TO CURRENT SOFTWARE AND IRS LIMITATIONS, THE TAXPAYER IS UNABLE TO UPLOAD A PDF COPY OF SUCH STATEMENT TO PROVIDE UNDERLYING DETAILS FOR THE TOTAL REPORTED ON FORM 990-PF, PART II, LINES 10 AND 13. FURTHERMORE, DUE TO THE NUMBER OF INDIVIDUAL INVESTMENT SECURITIES HELD BY THE TAXPAYER, IT IS IMPRACTICAL AND TO THE TAXPAYER'S FINANCIAL DETRIMENT TO TYPE IN EACH INDIVIDUAL ASSET IN LIEU OF PROVIDING THE DETAIL THAT ALREADY ACCOMPANIES ITS DECEMBER STATEMENT. THEREFORE, THE TAXPAYER WILL PROVIDE THE NECESSARY DETAIL AND SUPPORT FOR ITS INVESTMENT ASSETS FOR THE YEAR UPON REQUEST. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED CORPORATE BONDS & OTHER DEBT | BondNm |
| EOY Book Value | $4,301,836 | EOYBookValueAmt |
| EOYFMV | $4,541,185 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED CORPORATE STOCK & OTHER EQUITIES | StockNm |
| EOY Book Value | $9,912,648 | EOYBookValueAmt |
| EOYFMV | $18,354,899 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS TACTICAL TILT OVERLAY MUTUAL FUND | AT COST | $355,963 | $335,712 |
| GS CAPITAL PARTNERS VI LP | AT COST | $156,530 | $144,849 |
| KKR PRINCIPAL OPPORTUNITIES II ACCESS | AT COST | $204,106 | $202,097 |
| VANGUARD REIT ETF | AT COST | $378,080 | $424,650 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV VS. COST BASIS OF CONTRIBUTED SECURITIES | $381,709 |
| BASIS ADJUSTMENTS | $33,099 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS EXPENSES | $5,784 | $0 | $5,784 |
| GRANTS DATABASE | $9,800 | $0 | $9,800 |
| INSURANCE | $2,485 | $0 | $2,485 |
| PAYROLL SERVICES | $2,875 | $0 | $2,875 |
| PROFESSIONAL DEVELOPMENT | $8,065 | $0 | $8,065 |
| UTILITIES | $2,741 | $0 | $2,741 |
| WEBSITE | $1,345 | $0 | $1,345 |
| GS CAPITAL PARTNERS VI PARALLEL, LP | $226 | $226 | $0 |
| EDUCATIONAL WORKSHOPS (SEE PART IX-A DETAILS) | $135,319 | $0 | $135,319 |
| DUES AND SUBSCRIPTIONS | $57 | $0 | $57 |
| STIPENDS | $625 | $0 | $625 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GS CAPITAL PARTNERS VI PARALLEL, L.P. | -$1,429 | -$1,429 | -$1,429 |
| GOLDMAN SACHS #4760 - NONDIVIDEND DISTRIBUTION | $33,147 | $0 | $33,147 |
| GOLDMAN SACHS #2519 - OTHER INCOME | $291 | $0 | $291 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE SIMPLE IRA PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $515 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $56,200 | $0 | $56,200 |
| US TRUST | $82,936 | $82,936 | $0 |
| GS #2519 - MGT FEES | $6,387 | $6,387 | $0 |
| GS #5476 - MGT FEES | $34,738 | $34,738 | $0 |
| GS #6010 - MGT FEES | $8,187 | $8,187 | $0 |
| GS #1354 - MGT FEES | $4,181 | $4,181 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GS CAPITAL PARTNERS VI PARALLEL - FOREIGN TAXES PAID | $17 | $17 | $0 |
| GOLDMAN SACHS #9251 - FOREIGN TAXES | $999 | $999 | $0 |
| GOLDMAN SACHS #4760 - RECLAIMABLE FOREIGN TAXES | $401 | $0 | $0 |
| FEDERAL ESTIMATES & EXTENSION | $3,500 | $0 | $0 |
| GOLDMAN SACHS #4760 - FOREIGN TAXES | $680 | $680 | $0 |
| GOLDMAN SACHS #6181 - FOREIGN TAXES | $412 | $412 | $0 |