JAMES AND MARY ELLEN MARPE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND MARY ELLEN MARPE FAMILY FOUNDATION (EIN 06-1663665)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-07
- IRS object ID
- 202000989349100410
- Schema version
- 2019v5.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-07T13:19:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD 7TH FL | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061663665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES & MARY ELLEN MARPE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2039777300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES S MARPE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2039777300 | PhoneNum |
| Signature | 2020-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY A HAYES | PreparerPersonNm |
| PTIN | P00836254 | PTIN |
| Phone | 2039777300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $633,955 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,520 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $154 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $44,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,941 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,296 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,296 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,823 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,823 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $143 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,281 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,281 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,788 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $460,112 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $437,817 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $613,167 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $485,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $458,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $633,955 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $485,203 | RetainedEarningBOYAmt |
| Retained Earning EOY | $458,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $485,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $458,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $485,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $458,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $485,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $458,605 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $458,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH ACCOUNT *4553 | P | $1,076 | $1,057 | $19 | $19 |
| MERRILL LYNCH ACCOUNT *4553 | P | $74,526 | $50,676 | $23,850 | $23,850 |
| CAPITAL GAINS DIVIDENDS | P | $6,651 | $6,651 | $6,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,520 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,551 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $639,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.125953 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,718 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $664,574 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073307 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,038 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $646,970 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,575 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $684,929 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050480 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,783 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $715,326 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068197 | DistributionYr5Rt |
| Total Distribution | 0.399916 | TotalDistributionRt |
| Average Distribution | 0.079983 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $608,469 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,667 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $345 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,012 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,281 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $176 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $176 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $169 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY A HAYES ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039777300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES MARPE | ||||||||
| 57 MORNINGSIDE DRIVE SOUTH | WESTPORT | CT | 06880 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARY ELLEN MARPE | ||||||||
| 57 MORNINGSIDE DRIVE SOUTH | WESTPORT | CT | 06880 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $608,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $617,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $617,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $608,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $345 | TotalTaxAmt |
| Distributable Before Adj | $30,078 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,078 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,078 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,281 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,281 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $345 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,936 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,316 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $545 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,919 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,497 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,922 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $100,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,281 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,203 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $131,402 | 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 | $13,316 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $545 | ExcessFromYear4Amt |
| Excess From Year3 | $20,919 | ExcessFromYear3Amt |
| Excess From Year2 | $16,497 | ExcessFromYear2Amt |
| Excess From Year1 | $48,922 | ExcessFromYear1Amt |
| Excess From Current Year | $31,203 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES MARPE | ContributingManagerNm |
| Contributing Manager | MARY ELLEN MARPE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE OF WESTPORT INC | |||||||
| PO BOX 2153 | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,590 |
| ALS RESEARCH | |||||||
| 1300 WILSON BLVD STE600 | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $175 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| AMERICAN CANCER SOCIETY | |||||||
| 38 RICHARDS AVE | NORWALK | CT | 06854 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1952 WHITNEY AVE 6 | HAMDEN | CT | 06517 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| BRIDGEPORT RESCUE MISSION | |||||||
| 1088 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| CATCH A LIFT FUND | |||||||
| 2066 YORK ROAD SUITE 205A | LUTHERVILLE | MD | 21093 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $400 |
| CHABAD LUBAVITCH OF WESTPORT | |||||||
| 79 NEWTONW TPKE | WESW | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| CLASP HOMES | |||||||
| 246 POST ROAD EAST | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| CT CHALLENGE MISSION | |||||||
| 250 PEQUOT AVE | SOUTHPORT | CT | 06890 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $350 |
| EARTHPLACE - THE NATURE DISCOVERY CENTER | |||||||
| 10 WOODSIDE LANE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $225 |
| FAIRFIELD COUNTY COMMUNITY FDTN | |||||||
| 40 RICHARDS AVE | NORWALK | CT | 06854 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $200 |
| FAMILY AND CHILDRENS AID | |||||||
| 75 WEST ST | DANBURY | CT | 06810 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,025 |
| FRIENDS OF SHERWOOD ISLAND STATE PARK | |||||||
| PO BOX 544 | WESTPORT | CT | 06881 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $200 |
| FRIENDS OF THE LEVITT PAVILION | |||||||
| 636 VIOLET AVENUE | HYDE PARK | NY | 12538 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $600 |
| GLOBAL ACCESS TO CANCER CARE | |||||||
| 801 PENNSYLVANIA AVE NW STE120 | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $200 |
| GREENS FARM CONGREGATIONAL CHURCH | |||||||
| 71 HILLANDALE ROAD | WESTPORT | CT | 06880 | NONE | RELIGIOUS | UNRESTRICTED GRANT | $6,500 |
| HOMES WITH HOPE | |||||||
| 49 RICHMONDVILLE AVENUE 112 | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,776 |
| ITN COASTAL CT | |||||||
| 303 LINWOOD AVE | FAIRFIELD | CT | 06824 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| LAKE CO VETS & FAMILY SERVICE | |||||||
| 100 SO ATKINSON STE 110 | GRAYSLAKE | IL | 60030 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| LAMBDA LEGAL FUND | |||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $300 |
| LUSTGARTEN FDTN PANCREATIC CANCER RESEARCH | |||||||
| 415 CROSSWAYS PARK DRSTED | WOODBURY | NY | 11797 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| MERCY LEARNING CENTER | |||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $300 |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD CONNECTICUT | |||||||
| 391 E WASHINGTON AVENUE | BRIDGEPORT | CT | 06608 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $750 |
| NYU UROLOGY RESEARCH PROGRAM NYU LANGONE HEALTH | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $750 |
| PENN STATE | |||||||
| 116 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| RIEDEL AND CODY FUND | |||||||
| PO BOX 1162 | OLD SAYBROOK | CT | 06475 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| ROTARY FOUNDATION | |||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| STAMFORD SYMPHONY ORCHESTRA | |||||||
| 263 TRESSER BOULEVARD | STAMFORD | CT | 06901 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $800 |
| STAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE INC | |||||||
| PO BOX 5159 | WESTPORT | CT | 06881 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $300 |
| TEMPLE ISRAEL | |||||||
| 14 COLEYTOWN ROAD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| WESTPORT ARTS CENTER | |||||||
| 51 RIVERSIDE AVENUE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,400 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,200 |
| WESTPORT ROTARY CLUB FOUNDATION | |||||||
| 260 COMPO RD SOUTH | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,140 |
| WESTPORT UNIFORMED FIREFIGHTERS | |||||||
| 515 POST ROAD EAST | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICES | |||||||
| 50 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $300 |
| WESTPORT WESTON FAMILY YMCA | |||||||
| 14 ALLEN RAYMOND LANE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,281 | 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 | $63 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,358 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,520 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,095 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH ACCOUNT *4553 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $437,817 | BookValueAmt |
| EOYFMV | $613,167 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAY PITNEY LLP | CategoryTxt |
| Legal Fees | $3,296 | LegalFeesAmt |
| Net Investment Income | $3,296 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 TAX REFUND | Desc |
| Revenue And Expenses Per Books | $154 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $154 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $5,823 | Amt |
| Net Investment Income | $5,823 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $143 | Amt |
| Net Investment Income | $143 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |