BOARDMAN FAM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BOARDMAN FAM FOUNDATION (EIN 13-7166339)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-10-12
- IRS object ID
- 202142859349100204
- 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 Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-12T08:00:24-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137166339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOARDMAN FAMILY FOUNDATION # 531 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 2129228935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BNY MELLON NA - PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2129228935 | PhoneNum |
| Signature | 2021-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2021-10-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $12,377,784 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $197,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $518,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,016,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $518,764 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $7,242 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $723,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $713,581 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,475 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $61,180 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,295 | 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 | $4,446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $858 | 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 |
| Tot Opr Expenses Rev And Expnss | $80,921 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $540,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $475,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $651,543 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $178,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $178,384 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $6,819,929 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,887,790 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,199,400 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,909,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,066,174 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,377,784 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,909,627 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,066,174 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,909,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,066,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,909,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,066,174 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,909,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,609 | ExcessRevenueOverExpensesAmt |
| Other Increases | $265 | OtherIncreasesAmt |
| Subtotal | $7,092,501 | SubtotalAmt |
| Other Decreases | $26,327 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,066,174 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (202 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5. AMAZON COM INC | 2020-03-13 | 2020-06-03 | $12,343 | $8,560 | $3,783 | $3,783 | |
| 69. JOHNSON & JOHNSON COM | 2020-06-03 | $10,200 | $9,629 | $571 | $571 | ||
| 36. VERTEX PHARMACEUTICALS INC | 2020-06-03 | $9,970 | $7,147 | $2,823 | $2,823 | ||
| 7. ADOBE SYS INC COM | 2020-02-28 | 2020-06-04 | $2,698 | $2,361 | $337 | $337 | |
| 55. MICROSOFT CORP COM | 2019-11-15 | 2020-06-04 | $10,110 | $8,231 | $1,879 | $1,879 | |
| 86. ATLASSIAN CORP PLC-CLASS A | 2020-06-04 | $14,806 | $4,680 | $10,126 | $10,126 | ||
| 190. SQUARE INC - A | 2019-04-11 | 2020-06-11 | $16,484 | $14,369 | $2,115 | $2,115 | |
| 380. TRUIST FINL CORP | 2019-11-06 | 2020-06-11 | $14,369 | $20,870 | -$6,501 | -$6,501 | |
| 51. BIOGEN IDEC INC | 2020-03-17 | 2020-06-16 | $14,436 | $15,614 | -$1,178 | -$1,178 | |
| 340. JOHNSON & JOHNSON COM | 2020-06-25 | $47,420 | $44,483 | $2,937 | $2,937 | ||
| 125000. AT&T INC | 2013-02-22 | 2020-06-29 | $129,465 | $140,980 | -$11,515 | -$11,515 | |
| 330. T-MOBILES US INC- RIGHTS 12/25/50 | 2020-06-26 | 2020-06-30 | $56 | $56 | $56 | ||
| 440. AT&T INC | 2019-08-27 | 2020-07-06 | $13,344 | $15,307 | -$1,963 | -$1,963 | |
| 128. SQUARE INC - A | 2020-07-13 | $16,044 | $9,657 | $6,387 | $6,387 | ||
| 90. CROWDSTRIKE HOLDINGS INC - A | 2020-05-19 | 2020-07-15 | $9,106 | $7,102 | $2,004 | $2,004 | |
| 83. PAYPAL HOLDINGS INC | 2019-07-29 | 2020-07-15 | $14,125 | $9,293 | $4,832 | $4,832 | |
| 23. TRADE DESK INC/THE | 2020-03-09 | 2020-07-15 | $9,827 | $5,110 | $4,717 | $4,717 | |
| 11. ADOBE SYS INC COM | 2020-02-28 | 2020-07-16 | $4,642 | $3,709 | $933 | $933 | |
| 26. ADOBE SYS INC COM | 2013-02-04 | 2020-07-16 | $10,972 | $995 | $9,977 | $9,977 | |
| 85. SALESFORCE COM INC | 2012-10-16 | 2020-07-16 | $15,579 | $3,281 | $12,298 | $12,298 | |
| 57. UNITED HEALTH GROUP INC | 2019-11-18 | 2020-07-17 | $17,542 | $15,627 | $1,915 | $1,915 | |
| 23. VERTEX PHARMACEUTICALS INC | 2019-06-05 | 2020-07-17 | $6,739 | $3,991 | $2,748 | $2,748 | |
| 54. PROCTER & GAMBLE CO COM | 2020-03-19 | 2020-07-27 | $6,829 | $6,224 | $605 | $605 | |
| 270. ADVANCED MICRO DEVICES INC | 2019-02-19 | 2020-08-03 | $21,063 | $6,576 | $14,487 | $14,487 | |
| 250. EXELON CORP | 2015-08-20 | 2020-08-03 | $9,510 | $8,532 | $978 | $978 | |
| 34. NEXTERA ENERGY INC | 2018-10-30 | 2020-08-03 | $9,447 | $5,844 | $3,603 | $3,603 | |
| 44. PAYPAL HOLDINGS INC | 2019-10-28 | 2020-08-03 | $8,655 | $4,753 | $3,902 | $3,902 | |
| 156. PAYPAL HOLDINGS INC | 2020-08-03 | $30,687 | $17,231 | $13,456 | $13,456 | ||
| 100000. CREDIT SUISSE NEW YO 4.375% 8/05/20 | 2013-04-01 | 2020-08-05 | $100,000 | $113,469 | -$13,469 | -$13,469 | |
| 48. S & P GLOBAL INC | 2019-06-19 | 2020-08-07 | $16,538 | $11,006 | $5,532 | $5,532 | |
| 251. BIOMARIN PHARMACEUTICAL INC | 2020-06-25 | 2020-08-24 | $18,347 | $31,026 | -$12,679 | -$12,679 | |
| 40. ADVANCED MICRO DEVICES INC | 2019-02-19 | 2020-09-01 | $3,636 | $974 | $2,662 | $2,662 | |
| 4. ALPHABET INC/CA | 2019-11-25 | 2020-09-01 | $6,545 | $5,218 | $1,327 | $1,327 | |
| 47. CELANESE CORP DEL | 2020-09-01 | $4,832 | $2,194 | $2,638 | $2,638 | ||
| 18. KLA TENCOR CORP | 2019-10-28 | 2020-09-01 | $3,707 | $3,137 | $570 | $570 | |
| 17. PAYPAL HOLDINGS INC | 2019-10-28 | 2020-09-01 | $3,529 | $1,837 | $1,692 | $1,692 | |
| 19. SQUARE INC - A | 2019-04-10 | 2020-09-01 | $3,185 | $1,421 | $1,764 | $1,764 | |
| 163. CONSTELLATION BRANDS INC | 2020-09-02 | $30,544 | $25,366 | $5,178 | $5,178 | ||
| 33. NVIDIA CORP | 2020-01-23 | 2020-09-04 | $16,109 | $8,307 | $7,802 | $7,802 | |
| 9. ALPHABET INC/CA | 2019-11-25 | 2020-09-09 | $13,878 | $11,741 | $2,137 | $2,137 | |
| 29. CROWDSTRIKE HOLDINGS INC - A | 2020-05-19 | 2020-09-09 | $3,692 | $2,288 | $1,404 | $1,404 | |
| 191. YUM BRANDS INC | 2020-09-29 | $17,349 | $18,604 | -$1,255 | -$1,255 | ||
| 9. YUM BRANDS INC | 2012-10-16 | 2020-09-29 | $817 | $453 | $364 | $364 | |
| 650. EXXON MOBIL CORP | 2019-05-09 | 2020-10-07 | $21,691 | $49,701 | -$28,010 | -$28,010 | |
| 114. VERTEX PHARMACEUTICALS INC | 2020-10-30 | $23,691 | $19,701 | $3,990 | $3,990 | ||
| 137. DISNEY (WALT) COMPANY HOLDING CO. | 2020-11-02 | $16,530 | $14,728 | $1,802 | $1,802 | ||
| 111.671 VIATRIS INC | 2020-11-20 | $1,926 | $1,747 | $179 | $179 | ||
| 92.329 VIATRIS INC | 2020-11-20 | $1,592 | $1,435 | $157 | $157 | ||
| .7302 VIATRIS INC | 2017-10-30 | 2020-11-25 | $12 | $11 | $1 | $1 | |
| 23. J P MORGAN CHASE & CO | 2018-03-21 | 2021-01-07 | $3,140 | $2,652 | $488 | $488 | |
| 120. TRUIST FINL CORP | 2019-11-06 | 2021-01-07 | $6,186 | $6,590 | -$404 | -$404 | |
| 135. DISNEY (WALT) COMPANY HOLDING CO. | 2021-01-15 | $23,070 | $11,053 | $12,017 | $12,017 | ||
| 20. NVIDIA CORP | 2020-01-23 | 2021-01-21 | $10,865 | $5,035 | $5,830 | $5,830 | |
| 35. SQUARE INC - A | 2019-04-10 | 2021-01-21 | $7,668 | $2,618 | $5,050 | $5,050 | |
| 130. BRISTOL MYERS SQUIBB CO COM | 2021-01-27 | $8,090 | $6,164 | $1,926 | $1,926 | ||
| 400. COMCAST CORP NEW CL A | 2021-01-27 | $19,527 | $9,293 | $10,234 | $10,234 | ||
| 440. PFIZER INC COM | 2021-02-03 | $15,328 | $16,179 | -$851 | -$851 | ||
| 170. PFIZER INC COM | 2021-02-03 | $5,922 | $6,490 | -$568 | -$568 | ||
| 62. PROCTER & GAMBLE CO COM | 2020-03-19 | 2021-02-03 | $7,964 | $7,147 | $817 | $817 | |
| 153. CELANESE CORP DEL | 2021-02-04 | $19,261 | $5,320 | $13,941 | $13,941 | ||
| 24. MICROSOFT CORP COM | 2019-11-15 | 2021-02-04 | $5,776 | $3,592 | $2,184 | $2,184 | |
| 51. SQUARE INC - A | 2019-04-10 | 2021-02-04 | $11,991 | $3,814 | $8,177 | $8,177 | |
| 112. DEERE & COMPANY | 2017-08-08 | 2021-02-05 | $34,660 | $14,759 | $19,901 | $19,901 | |
| 177. TRANE TECHNOLOGIES PLC | 2012-10-16 | 2021-02-05 | $26,479 | $4,921 | $21,558 | $21,558 | |
| 53. MICROSOFT CORP COM | 2021-02-08 | $12,800 | $7,387 | $5,413 | $5,413 | ||
| 49. SQUARE INC - A | 2019-04-10 | 2021-02-08 | $12,651 | $3,665 | $8,986 | $8,986 | |
| 560. PFIZER INC COM | 2020-06-03 | 2021-02-09 | $19,489 | $19,169 | $320 | $320 | |
| 580. PFIZER INC COM | 2021-02-09 | $20,185 | $19,719 | $466 | $466 | ||
| 142. APPLE COMPUTER INC COM | 2021-02-11 | $19,049 | $12,806 | $6,243 | $6,243 | ||
| 1010. SCHWAB CHARLES CORP NEW | 2021-02-19 | $62,349 | $32,228 | $30,121 | $30,121 | ||
| 187. APPLE COMPUTER INC COM | 2021-02-23 | $23,126 | $13,468 | $9,658 | $9,658 | ||
| 132. APPLE COMPUTER INC COM | 2019-10-28 | 2021-02-25 | $16,178 | $8,201 | $7,977 | $7,977 | |
| 64. PAYPAL HOLDINGS INC | 2021-02-25 | $16,334 | $6,905 | $9,429 | $9,429 | ||
| 232. DOLLAR GENERAL CORP | 2021-03-01 | $44,332 | $33,042 | $11,290 | $11,290 | ||
| 37. NVIDIA CORP | 2021-03-01 | $20,229 | $9,111 | $11,118 | $11,118 | ||
| 20. CHARTER COMMUNICATIONS INC-A | 2020-02-03 | 2021-03-04 | $12,279 | $10,712 | $1,567 | $1,567 | |
| 326. APPLE COMPUTER INC COM | 2019-10-28 | 2021-03-08 | $38,339 | $20,254 | $18,085 | $18,085 | |
| 131. PROCTER & GAMBLE CO COM | 2021-03-11 | $16,667 | $15,059 | $1,608 | $1,608 | ||
| 24. PROCTER & GAMBLE CO COM | 2019-04-30 | 2021-03-11 | $3,054 | $2,545 | $509 | $509 | |
| 51. AMERICAN TOWER CORP-CL A | 2020-04-03 | 2021-03-15 | $11,018 | $11,101 | -$83 | -$83 | |
| 23. AMERICAN TOWER CORP-CL A | 2021-03-15 | $4,969 | $2,150 | $2,819 | $2,819 | ||
| 61. EQUINIX INC | 2021-03-15 | $40,893 | $31,449 | $9,444 | $9,444 | ||
| 430. NEXTERA ENERGY INC | 2021-03-16 | $32,485 | $18,175 | $14,310 | $14,310 | ||
| 50. O'REILLY AUTOMOTIVE INC | 2020-04-29 | 2021-03-16 | $24,138 | $19,595 | $4,543 | $4,543 | |
| 125000. EBAY INC 2.6% 7/15/22 | 2014-09-29 | 2021-03-23 | $128,049 | $123,968 | $4,081 | $4,081 | |
| 172. OTIS WORLDWIDE CORP | 2020-04-08 | 2021-03-25 | $11,562 | $7,441 | $4,121 | $4,121 | |
| 168. OTIS WORLDWIDE CORP | 2019-10-21 | 2021-03-25 | $11,293 | $11,947 | -$654 | -$654 | |
| 560. BANK AMER CORP | 2015-02-25 | 2021-04-06 | $22,213 | $9,240 | $12,973 | $12,973 | |
| 65. CHARTER COMMUNICATIONS INC-A | 2020-02-03 | 2021-04-16 | $41,683 | $34,813 | $6,870 | $6,870 | |
| 760. MONDELEZ INTERNATIONAL INC | 2021-04-16 | $44,650 | $32,055 | $12,595 | $12,595 | ||
| 61. PROCTER & GAMBLE CO COM | 2021-04-16 | $8,372 | $6,129 | $2,243 | $2,243 | ||
| 368. OTIS WORLDWIDE CORP | 2020-04-08 | 2021-04-20 | $26,036 | $15,919 | $10,117 | $10,117 | |
| 190. YUM BRANDS INC | 2021-04-26 | $22,022 | $9,093 | $12,929 | $12,929 | ||
| 130. AMERICAN INTERNATIONAL GROUP | 2019-09-17 | 2021-04-29 | $6,338 | $7,390 | -$1,052 | -$1,052 | |
| 210. SYNCHRONY FINANCIAL | 2016-10-05 | 2021-04-29 | $9,246 | $5,877 | $3,369 | $3,369 | |
| 154. PROCTER & GAMBLE CO COM | 2021-05-04 | $20,801 | $13,997 | $6,804 | $6,804 | ||
| 260. NIKE INC CL B | 2018-02-14 | 2021-05-07 | $35,806 | $17,642 | $18,164 | $18,164 | |
| 81. THERMO ELECTRON CORP | 2021-05-14 | $37,229 | $16,600 | $20,629 | $20,629 | ||
| 434. APPLE COMPUTER INC COM | 2021-05-26 | $55,121 | $25,313 | $29,808 | $29,808 | ||
| 59. DEERE & COMPANY | 2021-05-27 | $21,231 | $7,729 | $13,502 | $13,502 | ||
| 68. O'REILLY AUTOMOTIVE INC | 2021-05-27 | $36,095 | $26,184 | $9,911 | $9,911 | ||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,133 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $518,764 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,056 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,056 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,033 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,033 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,023 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | NJ | 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 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129228935 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BNY MELLON NA | ||||||
| PO Box 185 | Pittsburgh | PA | 152300185 | TRUSTEE | 0 | $76,475 |
| Nancy Boardman | ||||||
| PO Box 540 | Arlington | VT | 052500540 | CO-TRUSTEE | 3 | $0 |
| James R Boardman | ||||||
| 25 Cathlow Drive | Riverside | CT | 068782602 | CO-TRUSTEE | 3 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $10,887,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,275,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,275,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,106,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $555,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $555,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,056 | TotalTaxAmt |
| Distributable Before Adj | $546,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $546,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $546,252 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $475,295 | 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 | $475,295 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $475,295 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $450,366 | 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 | $475,295 | QualifyingDistributionsAmt |
| Applied To Year1 | $450,366 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,929 | 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 | $521,323 | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| SECOND CHANCE ANIMAL CENTER | ||||||||
| 1179 VT-7A | ARLINGTON | VT | 05250 | NONE | PC | GENERAL OPERATING PURPOSES | $100,000 | |
| GREENWICH UNITED WAY | ||||||||
| 500 WEST PUTNAM AVENUE 415 | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING | $45,000 | |
| NEIGHBOR TO NEIGHBOR | ||||||||
| 248 E PUTNAM AVE | Greenwich | CT | 06830 | NONE | PC | GENERAL OPERATING PURPOSES | $23,000 | |
| ROW NEW YORK INC | ||||||||
| 163 AMSTERDAM AVE SUITE 1108 | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| CHOATE ROSEMARY HALL | ||||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | NONE | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| DARTMOUTH COLLEGE | ||||||||
| DARTMOUTH COLLEGE | HANOVER | NH | 03755 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| CHRIST CHURCH GREENWICH | ||||||||
| ENDUPOTO PRIMARY SCHOOL IN TANZANIA | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| MEALS-ON-WHEELS OF GREENWICH | ||||||||
| 89 MAPLE AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING PURPOSES | $2,000 | |
| WASHINGTON AND LEE UNIVERSITY | ||||||||
| 204 W WASHINGTON ST | LEXINGTON | VA | 24450 | NONE | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| FRIENDS OF NATHANIEL WITHERELL | ||||||||
| 70 PARSONAGE RD | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING PURPOSES | $45,000 | |
| RIVER HOUSE ADULT DAY CENTER | ||||||||
| 125 RIVER RD EXT | COS COB | CT | 06807 | NONE | PC | GENERAL OPERATING PURPOSES | $50,000 | |
| THE IRELAND FUNDS OF AMERICA | ||||||||
| BASEBALL IRELAND | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING PURPOSES | $20,000 | |
| MIDDLEBURY COLLEGE | ||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | GENERAL OPERATING PURPOSES | $35,000 | |
| SALVE REGINA UNIVERSITY | ||||||||
| JOHN E MCGINTY HISTORY PROGRAM | NEWPORT | RI | 02840 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| PLANNED PARENTHOOD OF | ||||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | NONE | PC | GENERAL OPERATING PURPOSES | $75,000 | NORTHERN NEW ENGLAND |
| GREEN MOUNTAIN PUG RESCUE | ||||||||
| 283 TOWN LINE RD | MENDON | VT | 05701 | NONE | PC | GENERAL OPERATING PURPOSES | $10,000 | |
| MARTHA CANFIELD FREE LIBRARY | ||||||||
| 528 E ARLINGTON RD | ARLINGTON | VT | 05250 | NONE | PC | GENERAL OPERATING PURPOSES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,000 | 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 | $197,524 | 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 | $518,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $7,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $723,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $723,530 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (144 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 194162103 COLGATE PALMOLIVE CO | AT COST | $63,472 | $70,375 |
| 244199105 DEERE & COMPANY | AT COST | $47,145 | $132,524 |
| 30303M102 FACEBOOK INC | AT COST | $85,066 | $271,202 |
| 438516106 HONEYWELL INTL INC | AT COST | $23,117 | $131,850 |
| 46625H100 J P MORGAN CHASE & C | AT COST | $112,601 | $181,485 |
| 655844108 NORFOLK SOUTHERN COR | AT COST | $2,381 | $126,405 |
| 872590104 T -MOBILE US INC | AT COST | $20,945 | $46,679 |
| 883556102 THERMO ELECTRON CORP | AT COST | $12,527 | $55,871 |
| 91324P102 UNITED HEALTH GROUP | AT COST | $47,960 | $126,048 |
| 369604103 GENERAL ELECTRIC CO | |||
| 452308109 ILLINOIS TOOL WORKS | AT COST | $43,744 | $116,807 |
| 478160104 JOHNSON & JOHNSON CO | |||
| 79466L302 SALESFORCE COM INC | AT COST | $6,600 | $40,715 |
| 91913Y100 VALERO ENERGY CORP N | AT COST | $49,276 | $81,686 |
| 92343V104 VERIZON COMMUNICATIO | |||
| G5876H105 MARVELL TECHNOLOGY G | |||
| 007565120 DREYFUS GLOBAL REAL | |||
| 007903107 ADVANCED MICRO DEVIC | AT COST | $21,574 | $80,080 |
| 016255101 ALIGN TECHNOLOGY INC | |||
| 256746108 DOLLAR TREE INC | |||
| 30063P105 EXACT SCIENCES CORP | |||
| 46432F842 ISHARES CORE MSCI EA | AT COST | $121,400 | $153,600 |
| 64110L106 NETFLIX COM INC | AT COST | $80,514 | $86,483 |
| 654106103 NIKE INC CL B | AT COST | $35,367 | $90,064 |
| 67059N108 NUTANIX INC | |||
| 857477103 STATE ST CORP COM | |||
| 92826C839 VISA INC | AT COST | $84,500 | $201,615 |
| 958102105 WESTERN DIGITAL CORP | |||
| 03027X100 AMERICAN TOWER CORP- | AT COST | $13,927 | $38,064 |
| 126650100 CVS CORP | AT COST | $58,622 | $78,833 |
| 254687106 DISNEY (WALT) COMPAN | AT COST | $15,365 | $53,416 |
| 261986277 DREYFUS GLOBAL REAL | |||
| 366505105 GARRETT MOTION INC-W | AT COST | $305 | $561 |
| 375558103 GILEAD SCIENCES INC | |||
| 437076102 HOME DEPOT INC USD 0 | AT COST | $50,094 | $142,553 |
| 45866FAA2 INTERCONTINENTALEXCH | AT COST | $129,496 | $135,414 |
| 459200101 INTERNATIONAL BUSINE | AT COST | $16,124 | $21,561 |
| 512807108 LAM RESH CORP COM | |||
| 552953101 MGM MIRAGE | |||
| 595112103 MICRON TECHNOLOGY | AT COST | $86,652 | $175,853 |
| 882508104 TEXAS INSTRUMENTS IN | AT COST | $88,145 | $140,846 |
| 097023105 BOEING COMPANY | |||
| 22160K105 COSTCO WHSL CORP NEW | AT COST | $28,165 | $290,890 |
| 22546QAF4 CREDIT SUISSE NEW YO | |||
| 261949739 DREYFUS FLOATING RAT | |||
| 261980759 DREYFUS PREM LT TRM | |||
| 278642AE3 EBAY INC 2.6% 7/15/2 | |||
| 594918104 MICROSOFT CORP COM | AT COST | $183,662 | $471,895 |
| 852234103 SQUARE INC - A | AT COST | $24,936 | $79,662 |
| G0177J108 ALLERGAN PLC | |||
| G1151C101 ACCENTURE PLC IRELAN | |||
| G5960L103 MEDTRONIC PLC | AT COST | $106,160 | $133,046 |
| 02079K305 ALPHABET INC/CA | AT COST | $81,926 | $311,104 |
| 06739GAR0 BARCLAYS BANK PLC | |||
| 101137107 BOSTON SCIENTIFIC CO | AT COST | $76,065 | $86,802 |
| 166764100 CHEVRONTEXACO CORP | AT COST | $88,279 | $96,006 |
| 26078J100 DOWDUPONT INC | |||
| 29444U700 EQUINIX INC | AT COST | $21,909 | $38,309 |
| 30231G102 EXXON MOBIL CORP | |||
| 58933Y105 MERCK & CO INC | AT COST | $28,116 | $140,624 |
| 70450Y103 PAYPAL HOLDINGS INC | AT COST | $78,848 | $162,513 |
| 808513105 SCHWAB CHARLES CORP | |||
| 89417E109 TRAVELERS COS INC | AT COST | $14,858 | $33,537 |
| 988498101 YUM BRANDS INC | AT COST | $6,775 | $37,791 |
| 037833100 APPLE COMPUTER INC C | AT COST | $62,088 | $349,282 |
| 040413106 ARISTA NETWORKS INC | |||
| 05569M509 BNY MELLON MID CAP S | AT COST | $171,011 | $287,232 |
| 060505104 BANK AMER CORP | AT COST | $37,259 | $95,801 |
| 21036P108 CONSTELLATION BRANDS | |||
| 233203421 DFA EMERG MKTS CORE | AT COST | $260,000 | $418,815 |
| 260557103 DOW INC. | |||
| 452327109 ILLUMINA INC | |||
| 61174X109 MONSTER BEVERAGE COR | |||
| 742718109 PROCTER & GAMBLE CO | AT COST | $4,835 | $45,579 |
| 929089100 VOYA FINANCIAL INC | AT COST | $44,283 | $89,107 |
| G29183103 EATON CORP PLC | AT COST | $40,231 | $120,558 |
| G47791101 INGERSOLL-RAND PLC | |||
| 00724F101 ADOBE SYS INC COM | AT COST | $6,197 | $81,742 |
| 05569M830 BNY MELLON BOND FD C | AT COST | $453,270 | $454,319 |
| 12572Q105 CME GROUP INC | AT COST | $81,461 | $98,004 |
| 20030N101 COMCAST CORP NEW CL | AT COST | $48,374 | $87,157 |
| 200340107 COMERICA INC COM | |||
| 25179M103 DEVON ENERGY CORPORA | AT COST | $24,587 | $23,904 |
| 609207105 MONDELEZ INTERNATION | AT COST | $21,318 | $33,671 |
| 65339F101 NEXTERA ENERGY INC | AT COST | $22,600 | $39,392 |
| 717081103 PFIZER INC COM | |||
| 718172109 PHILIP MORRIS INTERN | AT COST | $86,368 | $97,491 |
| 723787107 PIONEER NAT RES CO | AT COST | $81,140 | $84,313 |
| 78486Q101 SVB FINL GROUP | |||
| 874039100 TAIWAN SEMICONDUCTOR | |||
| 002824100 ABBOTT LABORATORIES | AT COST | $39,743 | $85,155 |
| 023135106 AMAZON COM INC | AT COST | $55,427 | $377,099 |
| 110122108 BRISTOL MYERS SQUIBB | AT COST | $39,052 | $55,205 |
| 848637104 SPLUNK INC | |||
| 87165B103 SYNCHRONY FINANCIAL | AT COST | $68,950 | $129,903 |
| 969457100 WILLIAMS CO INC | AT COST | $28,881 | $50,046 |
| 00206RAX0 AT&T INC | |||
| 026874784 AMERICAN INTERNATION | AT COST | $109,292 | $135,799 |
| 05569M806 BNY MELLON SMALL CAP | AT COST | $361,007 | $754,580 |
| 126408103 CSX CORP COM | AT COST | $46,026 | $119,143 |
| 150870103 CELANESE CORP DEL | AT COST | $22,001 | $109,197 |
| 17275R102 CISCO SYS INC | |||
| 30161N101 EXELON CORP | AT COST | $40,705 | $54,595 |
| G06242104 ATLASSIAN CORP PLC-C | AT COST | $32,057 | $68,118 |
| 125523100 CIGNA CORP | AT COST | $14,294 | $32,874 |
| 00287Y109 ABBVIE INC | AT COST | $52,015 | $76,976 |
| 05588E850 BNY MELLON HIGH YIEL | AT COST | $445,226 | $413,545 |
| 05589K400 BNYM FLTNG RT INC-Y | AT COST | $200,000 | $192,215 |
| 16119P108 CHARTER COMMUNICATIO | AT COST | $22,169 | $30,559 |
| 191216100 COCA-COLA CO USD | AT COST | $90,463 | $93,440 |
| 00206R102 AT&T INC | |||
| 15135B101 CENTENE CORP DEL | AT COST | $57,207 | $65,504 |
| G8994E103 TRANE TECHNOLOGIES P | AT COST | $17,680 | $129,362 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $127,040 | $219,245 |
| 09062X103 BIOGEN IDEC INC | |||
| 482480100 KLA TENCOR CORP | AT COST | $57,788 | $88,095 |
| 67066G104 NVIDIA CORP | AT COST | $63,984 | $170,892 |
| 22788C105 CROWDSTRIKE HOLDINGS | AT COST | $37,993 | $75,753 |
| 68902V107 OTIS WORLDWIDE CORP | |||
| 78409V104 S & P GLOBAL INC | AT COST | $60,694 | $99,801 |
| 816851109 SEMPRA ENERGY | AT COST | $61,156 | $54,738 |
| 031162100 AMGEN INC | AT COST | $35,709 | $40,926 |
| 009158106 AIR PRODUCTS AND CHE | AT COST | $84,048 | $106,379 |
| 75513E101 RAYTHEON TECHNOLOGIE | AT COST | $76,204 | $90,129 |
| 88339J105 TRADE DESK INC/THE | AT COST | $33,502 | $62,931 |
| 256677105 DOLLAR GENERAL CORP | |||
| 461202103 INTUIT INC COM | AT COST | $29,080 | $45,226 |
| 67103H107 O'REILLY AUTOMOTIVE | AT COST | $26,184 | $36,388 |
| 55024U109 LUMENTUM HOLDINGS IN | AT COST | $41,834 | $43,126 |
| 89832Q109 TRUIST FINL CORP | AT COST | $72,198 | $101,319 |
| 92532F100 VERTEX PHARMACEUTICA | |||
| 05587N794 BNYM GLBL RL RTRN -Y | AT COST | $160,000 | $183,564 |
| 518439104 ESTEE LAUDER COMPANI | AT COST | $82,911 | $82,454 |
| 538034109 LIVE NATION INC | AT COST | $32,461 | $31,539 |
| 302491303 F M C CORP COM NEW | AT COST | $34,936 | $38,041 |
| 517834107 LAS VEGAS SANDS CORP | AT COST | $47,076 | $54,285 |
| 37045V100 GENERAL MOTORS CO | AT COST | $89,685 | $94,303 |
| 235851102 DANAHER CORP COMMON | AT COST | $75,947 | $81,453 |
| G46188101 HORIZON THERAPEUTICS | AT COST | $22,385 | $27,498 |
| 532457108 ELI LILLY & CO COM | AT COST | $45,566 | $59,323 |
| 83088M102 SKYWORKS SOLUTIONS I | AT COST | $37,978 | $48,790 |
| 828806109 SIMON PPTY GROUP INC | AT COST | $57,489 | $61,161 |
| 09857L108 BOOKING HOLDINGS INC | AT COST | $85,994 | $85,016 |
| 03076C106 AMERIPRISE FINL INC | AT COST | $64,113 | $74,574 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CY PENDING SALES | $23,412 |
| RETURN OF CAPITAL ADJ ON SALES | $2,915 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $7,242 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $265 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $646 | $646 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,573 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,015 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $212 | $212 | $0 |