MJPM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MJPM FOUNDATION (EIN 13-4043598)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-25
- IRS object ID
- 201931769349100703
- 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 Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-25T06:41:46-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CH & Associates Consulting LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Lydall Rd | AddressLine1Txt |
| City | East Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134043598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJPM Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MJPM | BusinessNameControlTxt |
| Phone | 8603645531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West Main Street | AddressLine1Txt |
| City | Sharon | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Emily Vale | PersonNm |
| Person Title | Assistant Treasurer | PersonTitleTxt |
| Phone | 8603645531 | PhoneNum |
| Signature | 2019-06-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William Clark CPA | PreparerPersonNm |
| PTIN | P00177667 | PTIN |
| Phone | 8609044436 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.227.207.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-25 | IPDt |
| IP Tm | 06:41:31 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 204642BFD3D525259888170F32C58BFBC48C0E1F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 204642BFD3D525259888170F32C58BFBC48C0E1F | 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 | $15,241,276 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $370,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,243 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $431,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $226,828 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $2,769 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,769 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $599,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $599,840 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,430 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,430 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,613 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,100 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $744 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $744 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,287 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,613 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $935,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $935,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,039,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,613 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $942,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$439,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $514,227 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,034,217 | CashBOYAmt |
| Cash EOY | $798,984 | CashEOYAmt |
| Cash EOYFMV | $798,984 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $16,330,532 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,442,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,442,292 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,100 | OtherInvestmentsBOYAmt |
| 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 | $17,366,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,241,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,241,276 | 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 |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,366,849 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,241,276 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,366,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,241,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,366,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,241,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,366,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$439,797 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,927,052 | SubtotalAmt |
| Other Decreases | $1,685,776 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,241,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $431,392 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $204,564 | CostOrOtherBasisAmt |
| Gain Or Loss | $226,828 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $226,828 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $226,828 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $889,018 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,324,753 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054458 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $692,024 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,967,939 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046234 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $764,551 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,671,085 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048787 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,073,701 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,398,825 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065474 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $663,925 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,292,470 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043415 | DistributionYr5Rt |
| Total Distribution | 0.258368 | TotalDistributionRt |
| Average Distribution | 0.051674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,642,822 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $860,001 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,142 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $865,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $942,924 | 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 | $5,142 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,142 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,100 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$11,100 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $5,957 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $5,957 | RefundAmt |
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 | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO Ackerly Brown LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604351292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West Main Street | AddressLine1Txt |
| City | Sharon | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06069 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Samuel Posey | ||||||||
| 25 West Main St | Sharon | CT | 06069 | President | 3.00 | $0 | $0 | $0 |
| David Moore | ||||||||
| 25 West Main St | Sharon | CT | 06069 | Treasurer | 3.00 | $0 | $0 | $0 |
| Nicholas Moore | ||||||||
| 25 West Main St | Sharon | CT | 06069 | Secretary | 3.00 | $0 | $0 | $0 |
| Emily Vail | ||||||||
| 25 West Main St | Sharon | CT | 06069 | Asst Treasuer | 3.00 | $0 | $0 | $0 |
| Garett Batten | ||||||||
| 25 West Main St | Sharon | CT | 06069 | Director | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 830269 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment fees | ServiceTypeTxt |
| Compensation | $85,613 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,003,048 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $893,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,896,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,896,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,444 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,642,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $832,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $832,141 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,142 | TotalTaxAmt |
| Distributable Before Adj | $826,999 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $826,999 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $826,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $942,924 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $942,924 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,142 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $937,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $826,999 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,886 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,886 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $942,924 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $824,113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,811 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,886 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,886 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $118,811 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $118,811 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Farmland Trust | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | General Support | $25,000 |
| Berkshire Taconic Community Foundation | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Individual Assistance | $190,000 |
| Christ Church Episcopal | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Parish Hall Renovation | $35,000 |
| Connecticut Farmland Trust | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | General Operations | $100,000 |
| Connecticut Farmland Trust | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Acquisition Fund | $50,000 |
| Connecticut Land Conservation Trust | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Implementation of Programs | $15,000 |
| Housatonic Valley Association | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Operational Support | $297,500 |
| Indian Mountain School | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Art Show | $20,000 |
| Land Trust Alliance | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Land Conservation | $50,000 |
| Sharon Audubon Center | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Protection of Wildlife | $25,000 |
| Sharon Historical Society | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Historical Restoration | $32,850 |
| Sharon Land Trust | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Heritage Protection | $50,000 |
| TriArts Sharon Playhouse | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Renovation Project | $40,000 |
| Trust for Public Land | ||||||
| 25 West Main Street | Sharon | CT | 06069 | PC | Preservation of Land | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $935,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,243 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $226,828 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $597,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $597,071 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Condon, O'Meara, McGinty & Donnelly LLP Accounting fees | CategoryTxt |
| Amt | $4,400 | Amt |
| Disbursements Charitable Prps | $4,400 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | US Trust Account #9208 | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Gross Sales Price | $431,392 | GrossSalesPriceAmt |
| Basis | $204,564 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $226,828 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Common Stocks - See Attached Schedule | $11,064,263 | $11,064,263 |
| Fixed Income Funds - See Attached Schedule | $3,378,029 | $3,378,029 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Ackerly Brown LLP Legal Services | CategoryTxt |
| Legal Fees | $2,430 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,430 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain/loss on investments | Desc |
| Amt | $1,685,776 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance | Desc |
| Revenue And Expenses Per Books | $744 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $744 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Settlement | Desc |
| Revenue And Expenses Per Books | $2,769 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,769 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U.S. Trust Investment fees | CategoryTxt |
| Amt | $85,613 | Amt |
| Net Investment Income | $85,613 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax | CategoryTxt |
| Amt | $11,100 | Amt |