LYN & MARGARET COMFORT CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LYN & MARGARET COMFORT CHARITABLE FOUNDATION (EIN 20-1985235)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-15
- IRS object ID
- 201932889349100018
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-15T09:36:52-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer C Capodilupo CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Corporate Place | AddressLine1Txt |
| City | Middletown | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02842 | 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 | 201985235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYN & MARGARET COMFORT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYN& | BusinessNameControlTxt |
| Phone | 4018628796 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 WASHINGTON STREET | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET D COMFORT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4018628796 | PhoneNum |
| Signature | 2019-10-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer C Capodilupo | PreparerPersonNm |
| PTIN | P01294078 | PTIN |
| Phone | 4018480000 | PhoneNum |
| Preparation | 2019-10-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.184.11.160 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 09:36:48 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F6B4D1D4E92364241F343BF2AFC45E9EE7ED6750 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F6B4D1D4E92364241F343BF2AFC45E9EE7ED6750 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $474,432 | 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 | $1,657 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $154 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,733 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,237 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $14,781 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,124 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,475 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $357 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,218 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,218 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,218 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,906 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,705 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,909 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $272,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $273,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $303,357 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $170,220 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $161,780 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $167,166 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $448,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $439,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $474,432 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $448,517 | RetainedEarningBOYAmt |
| Retained Earning EOY | $439,148 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $448,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $439,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $448,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $439,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $448,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,369 | ExcessRevenueOverExpensesAmt |
| Subtotal | $439,148 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $439,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $85,911 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $83,674 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,237 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $2,237 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,237 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,127 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $480,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.122938 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $478,572 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037403 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,917 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $484,239 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080367 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $512,227 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045390 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $530,015 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091979 | DistributionYr5Rt |
| Total Distribution | 0.378077 | TotalDistributionRt |
| Average Distribution | 0.075615 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $457,530 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,596 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $89 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,685 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $178 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | RI | 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 |
| Individual With Books | LYN MARGARET COMFORT CHAR FDN | IndividualWithBooksNm |
| Phone | 4018628796 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 WASHINGTON STREET | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYN COMFORT | ||||||||
| 62 WASHINGTON STREET | NEWPORT | RI | 02840 | TREASURER/SECRETARY | 0.40 | $0 | $0 | $0 |
| MARGARET D COMFORT | ||||||||
| 62 WASHINGTON STREET | NEWPORT | RI | 02840 | PRESIDENT | 0.40 | $0 | $0 | $0 |
| EMILY COMFORT | ||||||||
| 62 WASHINGTON STREET | NEWPORT | RI | 02840 | DIRECTOR | 0.40 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $456,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $464,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $464,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $457,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $178 | TotalTaxAmt |
| Distributable Before Adj | $22,699 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,699 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,699 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,699 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $22,657 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,964 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,793 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,100 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,599 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,599 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,815 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,058 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,757 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $14,964 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $35,793 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LYN COMFORT | ContributingManagerNm |
| Contributing Manager | MARGARET COMFORT | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR THE BLIND | ||||||
| 2 PENN PLAZA SUITE 1102 | NEW YORK | NY | 10121 | PUBLICCHARITY | TO EXPANDPOSSIBILITIES FORPEOPLE WITH VISION LOSS | $500 |
| AQUIDNECK LAND TRUST | ||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | PUBLICCHARITY | CONSERVATION ANDMANAGEMENT | $2,500 |
| CHILD & FAMILY | ||||||
| 31 JOHN CLARKE ROAD | MIDDLETOWN | RI | 02842 | PUBLICCHARITY | HUMAN SERVICES | $250 |
| INTERNATIONAL YACHT RESTORATION SCHOOL | ||||||
| 449 THAMES STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | VOCATIONAL EDUCATION | $3,000 |
| NEWPORT ART MUSEUM | ||||||
| 76 BELLEVUE AVENUE | NEWPORT | RI | 02840 | PUBLICCHARITY | MUSEUM | $250 |
| NEWPORT HISTORICAL SOCIETY | ||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | TO SUPPORT HISTORICPRESERVATION | $250 |
| POTTER LEAGUE FOR ANIMALS | ||||||
| PO BOX 412 | NEWPORT | RI | 02840 | PUBLICCHARITY | ANIMAL PROTECTIONAND WELFARE | $1,000 |
| REDWOOD LIBRARY | ||||||
| 50 BELLEVUE AVENUE | NEWPORT | RI | 02840 | PUBLICCHARITY | LIBRARY | $250 |
| CANTERBURY SCHOOL | ||||||
| 101 ASPETUCK AVENUE | NEW MILFORD | CT | 06776 | PUBLICCHARITY | EDUCATION | $250 |
| SEAMAN'S CHURCH INSTITUTE | ||||||
| 18 MARKET SQUARE | NEWPORT | RI | 02840 | PUBLICCHARITY | WELL-BEING OFSEAFARERS | $1,000 |
| THE PRESERVATION SOCIETY OF NEWPORT | ||||||
| 424 BELLEVUE AVENUE | NEWPORT | RI | 02840 | PUBLICCHARITY | TO SUPPORTARCHITECTURALPRESERVATION | $250 |
| COLLEGE OF CHARLESTON SAILING | ||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | PUBLICCHARITY | EDUCATION | $500 |
| SAVE THE BAY | ||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | PUBLICCHARITY | PRESERVE ANDPROTECT BAYREGION | $250 |
| WRNI RI PUBLIC RADIO | ||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | PUBLICCHARITY | EDUCATION | $250 |
| CLAGETT CLINIC & REGATTA | ||||||
| 231 INDIAN AVENUE | PORTSMOUTH | RI | 02871 | PUBLICCHARITY | SUPPORTS SAILINGWITHDISABILITIES | $500 |
| SAIL TO PREVAIL | ||||||
| 152 MILL STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | SUPPORTS SAILINGWITHDISABILITIES | $500 |
| ST CLARE | ||||||
| 309 SPRING STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | HEALTH ANDWELFARE | $500 |
| COAST GUARD FOUNDATION | ||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | PUBLICCHARITY | WELL-BEINGEDUCATION | $500 |
| WILLIAMS COLLEGE | ||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 02167 | PUBLICCHARITY | EDUCATION | $2,000 |
| NEWPORT MUSIC FESTIVAL | ||||||
| 26 VALLEY ROAD | MIDDLETOWN | RI | 02842 | PUBLICCHARITY | EDUCATION ANDOUTREACH | $600 |
| HERRESHOFF MARINE MUSEUM | ||||||
| 1 BURNSIDE STREET | BRISTOL | RI | 02809 | PUBLICCHARITY | HISTORY ANDEDUCATION | $1,000 |
| US SAILING | ||||||
| 1 ROGER WILLIAMS UNIVERSITY WAY | BRISTOL | RI | 02809 | PUBLICCHARITY | EDUCATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,237 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,124 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| JENNIFER C. CAPODILUPO CPA TAX SERVICES | $1,300 |
| CITIZENS BANK, N.A. TAX PREP FEE | $175 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| Gross Sales Price | $85,911 | GrossSalesPriceAmt |
| Basis | $83,674 | BasisAmt |
| Total Net | $2,237 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $161,780 | EOYBookValueAmt |
| EOYFMV | $167,166 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $273,459 | EOYBookValueAmt |
| EOYFMV | $303,357 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $4,218 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,218 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $357 | Amt |