BARBOURTOWN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BARBOURTOWN FOUNDATION (EIN 46-1567892)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2019-10-01
- IRS object ID
- 201902749349100100
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-01T06:22:05-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060312590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMMINGS & LOCKWOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM 400 | AddressLine1Txt |
| City | W HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461567892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBOURTOWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 8603134930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CUMMINGS LOCKWOOD 75 ISHAM RD 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK L STANLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603134930 | PhoneNum |
| Signature | 2019-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL J DEROSIER | PreparerPersonNm |
| PTIN | P01246704 | PTIN |
| Phone | 8603134926 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.126.108.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-01 | IPDt |
| IP Tm | 07:19:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 01EBBF516CB3F4896545BF4BC6B5093CAA086BE0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01EBBF516CB3F4896545BF4BC6B5093CAA086BE0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $637,733 | 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 | $40,907 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $238 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $238 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,408 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,953 | 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 |
| Taxes Rev And Expnss | $1,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,816 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,429 | CashBOYAmt |
| Cash EOY | $42,337 | CashEOYAmt |
| Cash EOYFMV | $42,337 | CashEOYFMVAmt |
| Corporate Stock BOY | $395,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $404,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $595,396 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $453,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $637,733 | 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 | $453,248 | RetainedEarningBOYAmt |
| Retained Earning EOY | $447,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $453,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $447,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $453,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $447,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $453,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,932 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $447,316 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $447,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 325 SHS. ARAMARK HOLDINGS CORP | P | 2018-11-23 | 2018-12-13 | $10,032 | $11,866 | -$1,834 | -$1,834 |
| 350 SHS. AXOGEN INC. COM | P | 2018-08-16 | 2018-10-29 | $11,777 | $12,998 | -$1,221 | -$1,221 |
| 200 SHS. AXON ENTERPRISE INC. COM | P | 2018-08-16 | 2018-10-29 | $11,643 | $12,432 | -$789 | -$789 |
| 25 SHS. CELGENE CORP | P | 2018-07-02 | 2018-11-23 | $1,678 | $2,021 | -$343 | -$343 |
| 75 SHS. COHERENT INC. | P | 2018-07-02 | 2018-10-11 | $10,912 | $11,236 | -$324 | -$324 |
| 250 SHS. DONALDSON CO INC. | P | 2018-04-26 | 2018-08-16 | $11,796 | $11,352 | $444 | $444 |
| 550 SHS. FIRST DATA CORP CL A | P | 2018-08-16 | 2018-11-23 | $9,135 | $13,443 | -$4,308 | -$4,308 |
| 250 SHS. SEMTECH CORP | P | 2018-07-02 | 2018-11-23 | $10,875 | $11,817 | -$942 | -$942 |
| 150 SHS. WABTEC INC. | P | 2018-11-23 | 2018-12-24 | $10,603 | $12,791 | -$2,188 | -$2,188 |
| 450 SHS. WEYERHAEUSER CO. | P | 2018-11-23 | 2018-12-28 | $9,176 | $12,025 | -$2,849 | -$2,849 |
| 50 SHS. WEYERHAEUSER CO. | P | 2018-12-24 | 2018-12-28 | $1,020 | $1,211 | -$191 | -$191 |
| 2 SHS. AMAZON.COM INC | D | 2012-05-03 | 2018-07-02 | $3,272 | $461 | $2,811 | $2,811 |
| 25 SHS. ANSYS INC. | P | 2014-10-09 | 2018-07-02 | $4,186 | $1,925 | $2,261 | $2,261 |
| 250 SHS. APACHE CORP | P | 2017-06-13 | 2018-12-12 | $7,692 | $11,874 | -$4,182 | -$4,182 |
| 50 SHS. APACHE CORP | P | 2017-09-11 | 2018-12-12 | $1,538 | $2,114 | -$576 | -$576 |
| 50 SHS. APTARGROUP INC. | D | 2009-06-03 | 2018-12-24 | $4,647 | $1,631 | $3,016 | $3,016 |
| 81 SHS. BANK OF NEW YORK MELLON CORP | D | 1981-03-03 | 2018-12-24 | $3,639 | $8 | $3,631 | $3,631 |
| 150 SHS. CELGENE CORP | P | 2014-08-13 | 2018-11-23 | $10,065 | $12,919 | -$2,854 | -$2,854 |
| 100 SHS. CHURCH & DWIGHT CO. INC. | D | 2011-03-09 | 2018-12-24 | $6,347 | $1,953 | $4,394 | $4,394 |
| .68 SH. CIGNA CORP | D | 1980-04-17 | 2018-12-21 | $123 | $123 | $123 | |
| 100 SHS. EMERSON ELECTRIC CO. | D | 1962-08-14 | 2018-11-23 | $6,581 | $58 | $6,523 | $6,523 |
| 200 SHS. EXPRESS SCRIPTS HLDG CO. | D | 1980-04-17 | 2018-12-20 | $9,750 | $210 | $9,540 | $9,540 |
| 100 SHS. FACEBOOK INC. CL A | P | 2016-12-06 | 2018-11-21 | $13,202 | $11,612 | $1,590 | $1,590 |
| 50 SHS. LINCOLN ELECTRIC HOLDINGS NEW | D | 2002-08-06 | 2018-12-24 | $3,729 | $608 | $3,121 | $3,121 |
| 50 SHS. NEW RELIC INC. | P | 2016-12-06 | 2018-07-02 | $4,862 | $1,515 | $3,347 | $3,347 |
| 690 SHS. PEOPLE'S UNITED FINANCIAL INC. | D | 2015-02-02 | 2018-12-24 | $9,805 | $6,055 | $3,750 | $3,750 |
| 250 SHS. STERICYCLE INC. | D | 2009-09-30 | 2018-12-12 | $10,500 | $12,148 | -$1,648 | -$1,648 |
| 375 SHS. SUNCOR ENERGY INC NEW CAD | P | 2016-12-06 | 2018-12-12 | $11,622 | $12,470 | -$848 | -$848 |
| 50 SHS. SUNCOR ENERGY INC NEW CAD | P | 2017-06-13 | 2018-12-12 | $1,550 | $1,596 | -$46 | -$46 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,408 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $632,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044420 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,573 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $565,574 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052288 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,592 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $547,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059568 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $582,402 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049279 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,194 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $574,231 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040391 | DistributionYr5Rt |
| Total Distribution | 0.245946 | TotalDistributionRt |
| Average Distribution | 0.049189 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $673,160 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $258 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,370 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $516 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $516 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,050 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,050 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $534 | OverpaymentAmt |
| Applied To ES Tax | $534 | 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 | 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 | PAUL L BOURDEAU ESQUIRE | IndividualWithBooksNm |
| Phone | 8603134930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM RD SUITE 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FRANK L STANLEY | |||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD STE | 400 | WEST HARTFORD | CT | 06107 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH STANLEY | |||||||||
| CUMMINGS LOCKWOOD 75 ISHAM RD STE | 400 | WEST HARTFORD | CT | 06107 | TRUSTEE | 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 | $642,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $683,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $683,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,251 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $673,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,658 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $516 | TotalTaxAmt |
| Distributable Before Adj | $33,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,715 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,715 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,235 | 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 | $11,907 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCIENT BURYING GROUND ASSOCIATION INC | |||||||
| PO BOX 347 | HARTFORD | CT | 06141 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,000 |
| BERKSHIRE BOTANICAL GARDEN (BERKSHIRE GARDEN CENTER INC) | |||||||
| PO BOX 826 | STOCKBRIDGE | MA | 01262 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $400 |
| CANTON HISTORICAL SOCIETY INC | |||||||
| 11 FRONT STREET | COLLINSVILLE | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,000 |
| CANTON LAND CONSERVATION TRUST INC | |||||||
| PO BOX 41 | CANTON CENTER | CT | 06020 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| COLLINSVILLE VOLUNTEER FIRE DEPARTMENT INCORPORATED | |||||||
| 51 RIVER ROAD | COLLINSVILLE | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| CONNECTICUT FOREST & PARK ASSOCIATION | |||||||
| 16 MERIDEN ROAD | ROCKFALL | CT | 06481 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| EQUESTRIAN LAND CONSERVATION RESOURCE | |||||||
| 4037 IRON WORKS PARKWAY STE 120 | LEXINGTON | KY | 40511 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| FARMINGTON RIVER WATERSHED ASSOCIATION INC | |||||||
| 749 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| FARMINGTON VALLEY VISITING NURSE ASSOCIATION (VNA VALLEY CARE INC) | |||||||
| 8 OLD MILL LN | SIMSBURY | CT | 06070 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,000 |
| FRIENDS OF CANTON DOG PARK INC | |||||||
| PO BOX 444 | CANTON | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| GARDEN CONSERVANCY INC | |||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $250 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD ST SW STE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| KNOX INC | |||||||
| 75 LAUREL ST | HARTFORD | CT | 06106 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION INC | |||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| NEW ENGLAND WILD FLOWER SOCIETY (NATIVE PLANT) | |||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| RENBROOK SCHOOL INCORPORATED | |||||||
| 2865 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $400 |
| ROARING BROOK NATURE CENTER | |||||||
| 70 GRACEY RD | CANTON | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $3,300 |
| STROUD WATER RESEARCH CENTER INC | |||||||
| 970 SPENCER RD | AVONDALE | PA | 19311 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| TEWECADO TRUST INC | |||||||
| PO BOX 36078 | TUCSON | AZ | 85740 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| THE LITTLE GUILD | |||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNWALL | CT | 06796 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC | |||||||
| 216 MAIN STREET | HARTFORD | CT | 06106 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| WESTERN PENNSYLVANIA CONSERVANCY | |||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $3,500 |
| CANTON HISTORICAL MUSEUM (CANTON HISTORICAL SOCIETY INC) | |||||||
| 11 FRONT STREET | COLLINSVILLE | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,300 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN ROAD SUITE 101 | GLEN ROCK | NJ | 07452 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| THE FRIENDS OF THE CANTON PUBLIC LIBRARY INC | |||||||
| PO BOX 136 | CANTON | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $250 |
| PITTSBURGH HISTORY & LANDMARKS FOUNDATION | |||||||
| 100 W STATION SQUARE DR | PITTSBURGH | PA | 15219 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $850 |
| RAIL PASSENGER ASSOCIATION (NATIONAL RAIL PASSENGERS ASSOCIATION) | |||||||
| 1200 G STREET NW SUITE 240 | WASHINGTON | DC | 20005 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN RD | LAKEVILLE | CT | 06039 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,950 | 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 | $238 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,307 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$18,538 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$8,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$8,993 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| FRANK L STANLEY | ||||||
| 1 | 150 BARBOURTOWN ROAD | CANTON | CT | 06019 | $9,794 | Yes (X) |
| FRANK L STANLEY | ||||||
| 2 | 150 BARBOURTOWN ROAD | CANTON | CT | 06019 | $3,785 | Yes (X) |
| ELIZABETH K STANLEY | ||||||
| 3 | 150 BARBOURTOWN ROAD | CANTON | CT | 06019 | $7,200 | Yes (X) |
| ELIZABETH K STANLEY | ||||||
| 4 | 150 BARBOURTOWN ROAD | CANTON | CT | 06019 | $9,854 | Yes (X) |
| ELIZABETH K STANLEY | ||||||
| 5 | 150 BARBOURTOWN ROAD | CANTON | CT | 06019 | $10,274 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SHS. APTARGROUP INC. | $9,794 | 2018-12-18 |
| 2 | 81 SHS. BANK OF NEW YORK MELLON CORP | $3,785 | 2018-12-18 |
| 3 | 100 SHS. EXXON MOBIL CORP | $7,200 | 2018-12-18 |
| 4 | 100 SHS. JPMORGAN CHASE & CO. | $9,854 | 2018-12-18 |
| 5 | 690 SHS. PEOPLE'S UNITED FINANCIAL INC. | $10,274 | 2018-12-18 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 350 SHS. HELMERICH & PAYNE INC | $19,603 | $17,119 |
| 100 SHS. APPLE INC. | $11,835 | $17,507 |
| 450 SHS. CISCO SYSTEMS INC. | $11,844 | $23,414 |
| 150 SHS. KANSAS CITY STHN NEW | $10,721 | $16,992 |
| 225 SHS. MERCK & CO INC NEW COM | $11,786 | $17,822 |
| 800 SHS. FRP HLDGS INC COM | $17,044 | $37,216 |
| 15 SHS. ALPHABET INC. CL A | $5,314 | $16,598 |
| 50 SHS. BIOGEN INC. | $13,273 | $10,965 |
| 225 SHS. DOLBY LABORATORIES INC. CL A | $11,395 | $13,943 |
| 125 SHS. EOG RESOURCES INC. | $11,107 | $10,235 |
| 900 SHS. HANCOCK WHITNEY CORP | $28,557 | $34,182 |
| 125 SHS. HUNT J B TANS SVCS INC | $11,133 | $10,643 |
| 625 SHS. MOSIAC CO | $15,734 | $13,419 |
| 39 SHS. SALESFORCE.COM INC | $4,791 | $5,905 |
| 90 SHS. THERMO FISHER SCIENTIFIC INC. | $5,708 | $24,028 |
| 13 SHS. AMAZON. COM INC | $3,228 | $23,076 |
| 400 SHS. CHURCH & DWIGHT INC. | $10,728 | $29,764 |
| 200 SHS. CONOCOPHILLIPS | $13,158 | $11,792 |
| 100 SHS. EXXON MOBIL CORPORATION | $7,200 | $7,077 |
| 200 SHS. OCCIDENTAL PETROLEUM CORP | $13,052 | $9,954 |
| 800 SHS. BANK OZK | $13,600 | $23,120 |
| 125 SHS. JPMORGAN CHASE & CO. | $12,404 | $13,245 |
| 150 SHS. PRUDENTIAL FINANCIAL INC. | $12,629 | $13,857 |
| 250 SHS. US BANCORP | $11,643 | $12,550 |
| 48 SHS. CIGNA CORP | $211 | $7,105 |
| 150 SHS. CVS CORP | $9,999 | $7,856 |
| 100 SHS. IQVIA HOLDINGS INC. | $9,951 | $13,585 |
| 300 SHS. EMERSON ELECTRIC CO. | $15,801 | $18,072 |
| 650 SHS. FASTENAL CO. | $12,666 | $19,884 |
| 300 SHS. LINCOLN ELECTRIC HOLDINGS | $14,418 | $22,782 |
| 100 SHS. STANLEY BLACK & DECKER INC. | $12,549 | $12,722 |
| 100 SHS. ANSYS INC. | $7,698 | $17,950 |
| 200 SHS. NEW RELIC INC. | $6,062 | $20,064 |
| 250 SHS. APTARGROUP INC. | $16,960 | $28,318 |
| 150 SHS. TE CONNECTIVITY LTD | $11,177 | $12,635 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BRADLEY FOSTER & SARGENT - MANAGEMENT FEES | $2,160 | $2,160 | $0 |
| UNITED STATES POST OFFICE - POSTAGE | $52 | $52 | $0 |
| POSTAGE | $7 | $7 | $0 |
| NORTHWEST COMMUNITY BANK - BANK CHARGES | $57 | $57 | $0 |
| GLENMEDE - INVESTMENT MANAGEMENT FEES | $861 | $861 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| FRANK L STANLEY | |||
| 150 BARBOURTOWN ROAD | CANTON | CT | 06019 |
| ELIZABETH K STANLEY | |||
| 150 BARBOURTOWN ROAD | CANTON | CT | 06019 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $86 | $0 | $0 |
| INTERNAL REVENUE SERVICE - ESTIMATED EXCISE TAX FYE 5/31/19 | $1,050 | $0 | $0 |
| INTERNAL REVENUE SERVICE - EXCISE TAX FYE 5/31/18 | $623 | $0 | $0 |