PEACH PIT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PEACH PIT FOUNDATION (EIN 20-2055237)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-15
- IRS object ID
- 201913199349101271
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T09:06:01-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202055237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEACH PIT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAC | BusinessNameControlTxt |
| Phone | 8603134930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81R CESCA LANE | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06422 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA SCHEFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603134930 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH SPAGNOLETTI | PreparerPersonNm |
| PTIN | P00641459 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 18:26:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B6FC97DD76BFBE99611D628E7256DC51E12B2CD7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,693,546 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $239,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,553 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,404,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,857 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $677,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $502,410 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,287 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,823 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,823 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,668 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,779 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $403,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $403,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $460,421 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,779 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $216,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $464,631 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $770,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,945 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $33,100 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,768,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,281,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,281,453 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,275,541 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,079,377 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,079,377 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $229,810 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,771 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $129,771 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,077,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,693,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,693,546 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $8,077,591 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,693,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,077,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,693,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,077,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,693,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,077,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $216,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $398,966 | OtherIncreasesAmt |
| Subtotal | $8,693,546 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,693,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $38,838 | $31,669 | $7,169 | $7,169 |
| PUBLICLY TRADED SECURITIES | P | $1,366,054 | $1,110,366 | $255,688 | $255,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,857 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $352,131 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,102,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043457 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $274,864 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,269,244 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037812 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $274,016 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,418,032 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050575 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $200,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,481,388 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036642 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $193,332 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,578,855 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042223 | DistributionYr5Rt |
| Total Distribution | 0.210709 | TotalDistributionRt |
| Average Distribution | 0.042142 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,339,928 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $351,461 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,646 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $356,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $404,642 | 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 | $4,646 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,646 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,716 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,716 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,070 | OverpaymentAmt |
| Applied To ES Tax | $1,070 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JESSICA SCHEFF | IndividualWithBooksNm |
| Phone | 8603980307 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1217 ARBUTUS STREET | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| SHARON GRIFFIN | ||||||||
| 81R CESCA LANE | DURHAM | CT | 06422 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| JESSICA SCHEFF | ||||||||
| 1217 ARBUTUS STREET | DURHAM | CT | 06422 | TRUSTEE | 9.00 | $18,000 | $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 | $7,529,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $937,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,466,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,466,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,004 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,339,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $416,996 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $416,996 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,646 | TotalTaxAmt |
| Distributable Before Adj | $412,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,642 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $404,642 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,646 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $399,996 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $390,967 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,642 | QualifyingDistributionsAmt |
| Applied To Year1 | $390,967 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,675 | 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 | $398,675 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFTER THE STORM INC | |||||||
| 88 HARVEST WOOD ROAD | ROCKFALL | CT | 06481 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| AMERICAN LEGION POST 75 | |||||||
| 58 BERNIE OROUKE DRIVE | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,500 |
| ATRIUM MEDICAL CENTER FOUNDATION | |||||||
| ONE MEDICAL CENTER DRIVE | MIDDLETOWN | OH | 45005 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| BIKES FOR KIDS | |||||||
| PO BOX 94 | CENTERBROOK | CT | 064090094 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| BIRDIES FOR CHARITY | |||||||
| 15623 COALTOWN RD | EAST MOLINE | IL | 61244 | NONE | PUBLIC CHARITY | GENERAL FUND | $80,000 |
| BOSTON COLLEGE LAW | |||||||
| 885 CENTRE STREET | NEWTON | MA | 02457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| BOYS & GIRLS CLUB OF MERIDEN | |||||||
| 15 LINCOLN ST | MERIDEN | CT | 06451 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| CENTER FOR HOSPICE CARE SOUTHEAST CONNECTICUT | |||||||
| 227 DUNHAM ST | NORWICH | CT | 06360 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| CFMC | |||||||
| 49 MAIN ST | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $26,000 |
| COLIN'S CREW | |||||||
| PO BOX 4097 | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| COMMUNITY FOUNDATION MIDDLESEX COUNTY | |||||||
| 211 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,600 |
| CONNECTICUT CHILDRENS | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL FUND | $13,000 |
| CONNECTICUT RIVER MUSEUM | |||||||
| 67 MAIN STREET | ESSEX | CT | 06426 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CVEF | |||||||
| 81R CESCA LANE | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION IN | |||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| FRIENDS OF RUSSELL LIBRARY | |||||||
| 23 BROAD ST | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| GILEAD | |||||||
| 222 MAIN STREET EXT | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| GRACE LUTHERAN PRE SCHOOL | |||||||
| 2108 N EUCLID AVE | UPLAND | CA | 917841409 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| GREGORY T SPAGNOLETTI FOUNDATION | |||||||
| 62 WOLFF STREET | WATERBURY | CT | 06708 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| HABITAT FOR HUMANITY OF CAPE COD | |||||||
| 411 MAIN STREET ROUTE 6A SUITE 6 | ARMOUTH PORT | MA | 02675 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| INSTITUTE FOR LEARNING IN RETIREMENT INC | |||||||
| 34 CONCORD AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| KID CITY | |||||||
| 119 WASHINGTON ST | MIDDLETOWN | CT | 064572817 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| LOOK FOR THE GOOD PROJECT | |||||||
| 30 REALTY DRIVE | CHESHIRE | CT | 06410 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION | |||||||
| 100 TRAINING HILL ROAD | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,000 |
| MIDDLESEX HABITAT | |||||||
| 34 SHUNPIKE ROAD UNIT 24-26 | CROMWELL | CT | 06416 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| NOW I LAY ME DOWN TO SLEEP | |||||||
| 7500 E ARAPAHOE ROAD SUITE 101 | CENTENNIAL | CO | 80112 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| ODDFELLOWS PLAYHOUSE | |||||||
| 128 WASHINGTON ST | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| PALS | |||||||
| PO BOX 843 | CRANFORD | NJ | 07016 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| RUSHFORD | |||||||
| 883 PADDOCK AVE | MERIDEN | CT | 064507044 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| SHORELINE SOUP KITCHEN | |||||||
| 336 MAIN ST | OLD SAYBROOK | CT | 06475 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SISTER CITITES | |||||||
| PO BOX 26 | ESSEX | CT | 06426 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| ST JUDES | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| ST VINCENT DU PAUL MIDDLETOWN | |||||||
| 617 MAIN ST | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| STEAM TRAIN INC | |||||||
| PO BOX 2321 | MIDDLETOWN | CT | 064570033 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| STEPHEN SILVER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| THE KATHERINE HEPBURN CULTURAL ARTS CENTER | |||||||
| 300 MAIN ST | OLD SAYBROOK | CT | 06475 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| TRUSTBRIDGE HOSPICE FOUNDATION | |||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| UNITED WAYHOMELESSNESS PREVENTION FUND | |||||||
| 100 RIVERVIEW CENTERSUITE 230 | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $13,700 |
| VISTA LIFE INNOVATIONS | |||||||
| 4030 VALLEY BLVD STE 106 | WALNUT | CA | 917890931 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| WILKES UNIVERSITY | |||||||
| 84 WEST SOUTH STREET | WILKESBARRE | PA | 18766 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $403,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,553 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,857 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $502,410 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $502,410 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFIN FAMILY CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81R CESCA LANE | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $175,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $1,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,287 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHWAB FIXED INCOME | BondNm |
| EOY Book Value | $2,079,377 | EOYBookValueAmt |
| EOYFMV | $2,079,377 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB EQUITIES | StockNm |
| EOY Book Value | $6,281,453 | EOYBookValueAmt |
| EOYFMV | $6,281,453 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $129,771 | BookValueAmt |
| EOYFMV | $129,771 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $55 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/BOOK TO TAX ON SALES | Desc |
| Amt | $398,966 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | CategoryTxt |
| Amt | $31,823 | Amt |
| Net Investment Income | $31,823 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $4,668 | Amt |
| Net Investment Income | $4,668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |