ANDREW AND CAROL PARSONS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANDREW AND CAROL PARSONS FAMILY FOUNDATION (EIN 20-7159352)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349100319
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:42:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133737887 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREBATCH LICHTENSTEIN AVRUTINE AND CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 207159352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANDREW AND CAROL PARSONS FAMILY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 9147200006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7727 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW PARSONS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9147200006 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PERRY TREBATCH | PreparerPersonNm |
| PTIN | P01072583 | PTIN |
| Phone | 2128265050 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.72.35.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 12:42:45 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E1140118B475978B8EB009FB4D20AF352A6DEC97 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 155B43C58B65CD3A1E019A0FE71EEAB42C4C4790 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,734 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $344 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $344 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $301 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $301 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $645 | 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 |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Printing And Pub Rev And Expnss | $160 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $160 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,149 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,761 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,893 | CashBOYAmt |
| Cash EOY | $19,095 | CashEOYAmt |
| Cash EOYFMV | $19,095 | CashEOYFMVAmt |
| Other Investments BOY | $2,230 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,639 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,734 | 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 | $15,123 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,761 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,884 | SubtotalAmt |
| Other Decreases | $150 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WATCH HILL LIMITED PARTNERSHIP - 1231 GAIN | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $301 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $301 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $301 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,581 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,091 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.157983 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,411 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.635042 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,355 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,195 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.672407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,635 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,809 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.767146 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,370 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,867 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.658302 | DistributionYr5Rt |
| Total Distribution | 3.890880 | TotalDistributionRt |
| Average Distribution | 0.778176 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,153 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,126 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,126 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,149 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41 | OverpaymentAmt |
| Applied To ES Tax | $41 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW PARSONS | IndividualWithBooksNm |
| Phone | 9147200006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7727 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW PARSONS | ||||||||
| 7727 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | GRANTORS, TRUSTEES | 0.00 | $0 | $0 | $0 |
| CAROL PARSONS | ||||||||
| 7727 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | GRANTORS, TRUSTEES | 0.00 | $0 | $0 | $0 |
| ALEXANDRA PARSONS | ||||||||
| 112 SE 15TH AVE | FORT LAUDERDALE | FL | 33301 | TRUSTEES | 0.00 | $0 | $0 | $0 |
| KATHERINE PARSONS | ||||||||
| 1711 N BAYSHORE DR- A-2551 | MIAMI | FL | 33132 | TRUSTEES | 0.00 | $0 | $0 | $0 |
| ROBERT C EDMONDS ESQ | ||||||||
| 119 EAST 84TH ST | NEW YORK | NY | 10028 | TRUSTEES | 0.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,435 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,429 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,429 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $908 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $908 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $908 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,149 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,149 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,149 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,127 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,095 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,395 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,489 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,694 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,149 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,241 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $125,041 | 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 | $15,127 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,095 | ExcessFromYear4Amt |
| Excess From Year3 | $24,395 | ExcessFromYear3Amt |
| Excess From Year2 | $22,489 | ExcessFromYear2Amt |
| Excess From Year1 | $24,694 | ExcessFromYear1Amt |
| Excess From Current Year | $16,241 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW PARSONS | ContributingManagerNm |
| Contributing Manager | CAROL PARSONS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANDREW AND CAROL PARSONS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7727 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147200006 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD BE IN WRITING STATING THE PURPOSE OF THE ORGANIZATION, ADDRESS,TELEPHONE NUMBER AND PERSON TO CONTACT. ALSO PLEASE INCLUDE PRIOR PERIOD OPERATING STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHORUS OF WESTERLY | |||||||
| 119 HIGH STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $225 |
| EAST BEACH ASSOCIATION | |||||||
| 12 BLUFF AVE | WATCH HILL | RI | 02891 | NONE | PUBLIC CHARITY | PRESERVATION OF BEACH FRONT PROPERTY | $50 |
| FISHER ISLAND DAY SCHOOL SCHOLARSHIP FOUNDATION | |||||||
| 2 FISHER ISLAND DR | MIAMI BEACH | FL | 33109 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 |
| FISHER ISLAND PHILANTHROPIC FUNDUNITED WAY | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | NONE | PUBLIC CHARITY | MEDICAL | $10,000 |
| FLORIDA GRAND OPERA | |||||||
| 8390 NW 25TH ST | MIAMI | FL | 33122 | NONE | PUBLIC CHARITY | ARTS | $500 |
| LITERACY VOLUNTEERS OF WC | |||||||
| 7 ELM STREET PO BOX 245 | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | ARTS | $100 |
| METROPOLITAN MUSEUM OF MODERN ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | ARTS | $200 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | NONE | PUBLIC CHARITY | ARTS | $250 |
| MYSTIC SEAPORT | |||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | NONE | PUBLIC CHARITY | ARTS | $174 |
| NEW WORLD SYMPHONY | |||||||
| 541 LINCOLN RD | MIAMI BEACH | FL | 33139 | NONE | PUBLIC CHARITY | ARTS | $250 |
| PEREZ MIAMI ART MUSEUM | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PUBLIC CHARITY | ARTS | $1,000 |
| WATCH HILL CHAPEL SOCIETY | |||||||
| 5 BLUFF AVE | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | RELIGIOUS | $500 |
| WATCH HILL CONSERVANCY | |||||||
| ONE BAY ST | WATCH HILL | RI | 02891 | NONE | PUBLIC CHARITY | ENVIROMENTAL | $250 |
| WATCH HILL LIGHTHOUSE KEEPER | |||||||
| LIGHTHOUSE RD | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | PRESERVATION OF HISTORIC LANDMARK | $100 |
| WELLESLEY COLLEGE | |||||||
| 727 WASHINGTON ST | WESTERLY | RI | 02482 | NONE | PUBLIC CHARITY | EDUCATION | $300 |
| WESTERLY HOSPITAL FOUNDATION | |||||||
| 25 WELLS ST | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | MEDICAL | $500 |
| WESTERLY LIBRARY & PARK | |||||||
| 44 BROAD ST | WATCH HILL | RI | 02891 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| WATCH HILL LIBRARY AND PARK | |||||||
| 2 EVERETT AVE | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | EDUCATION | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,149 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $344 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $301 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $645 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $645 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME WILL BE CONTRIBUTED TO CHARITIES WHICH IS THE |
| 8 | PURPOSE OF THE FOUNDATION. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANDREW AND CAROL PARSONS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7727 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF | FormAndLineReferenceDesc |
| Medium Explanation | THIS FOUNDATION TAX RETURN WAS PREVIOUSLY FILED ON OR AROUND 6-27-20. UPON RECEIVING CORRESPONDENCE FROM THE IRS THIS RETURN WAS SET UP FOR E-FILING. PLEASE ACCEPT THIS RETURN AS TIMELY FILED. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WATCH HILL LTD PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,639 | BookValueAmt |
| EOYFMV | $2,639 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $150 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW AND CAROL PARSONS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7727 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | ZIPCd |