PEACH PIT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PEACH PIT FOUNDATION (EIN 20-2055237)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-12-15
- IRS object ID
- 201703499349100600
- Schema version
- 2016v3.0
- 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 Govt Obligations Sch
- 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 | 2017-12-15T08:29:36-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2017-11-30 | 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 | 2017-11-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-30 | IPDt |
| IP Tm | 11:18:08 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5977B2EE4F245A7782B73B46A9C42D0275CA7C2B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,922,628 | 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 | $1,479,005 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $188,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,388,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $241,469 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,908,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $429,986 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,917 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,917 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $266 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $273,689 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $273,689 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $274,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,584,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $398,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $280,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $616,017 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $616,017 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,318 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $31,731 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $31,731 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,144,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,939,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,939,292 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,127,791 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,084,060 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,084,060 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $258,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $251,528 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $251,528 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,840,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,922,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,922,628 | 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 | $5,840,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,922,628 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,840,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,922,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,840,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,922,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,840,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,584,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $496,907 | OtherIncreasesAmt |
| Subtotal | $7,922,628 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,922,628 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,388,989 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,147,520 | CostOrOtherBasisAmt |
| Gain Or Loss | $241,469 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $241,469 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $241,469 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $274,016 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,418,032 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050575 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $200,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,481,388 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036642 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $193,332 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,578,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $134,207 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,351,753 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $143,614 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,001,046 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047855 | DistributionYr5Rt |
| Total Distribution | 0.217336 | TotalDistributionRt |
| Average Distribution | 0.043467 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,269,244 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $315,972 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,989 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $319,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $274,864 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,978 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,978 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,060 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,082 | OverpaymentAmt |
| Applied To ES Tax | $2,082 | 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 |
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 | $17,000 | $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 | $6,322,770 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,057,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,379,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,379,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,269,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $363,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $363,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,978 | TotalTaxAmt |
| Distributable Before Adj | $355,484 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $355,484 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $355,484 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $274,864 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $274,864 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $274,864 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,484 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $261,896 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $274,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $261,896 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,968 | 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 | $342,516 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| after the storm | |||||||
| 88 harvest wood road | rockfall | CT | 06481 | none | puBLIC CHARITY | general fund | $5,250 |
| american cancer society | |||||||
| po box 22718 | oklahoma city | OK | 73123 | none | puBLIC CHARITY | general fund | $1,500 |
| american legion | |||||||
| 58 bernie orouke drive | middletown | CT | 06457 | none | puBLIC CHARITY | general fund | $6,000 |
| boston college law | |||||||
| 885 centre street | newton | MA | 02457 | none | puBLIC CHARITY | general fund | $10,000 |
| business industry foundation of middlesex county | |||||||
| 393 main street | middletown | CT | 06457 | none | puBLIC CHARITY | general fund | $20,000 |
| COGINCHAUG VALLEY EDUCATION FOUNDATION | |||||||
| PO BOX 19 | DURham | CT | 06422 | None | PuBLIC CHARITY | General fund | $1,000 |
| colin's crew | |||||||
| po box 4097 | wallingford | CT | 06492 | none | puBLIC CHARITY | general fund | $5,000 |
| community foundation middlesex county | |||||||
| 211 south main street | middletown | CT | 06457 | none | puBLIC CHARITY | general fund | $41,205 |
| Connecticut Children's hospital | |||||||
| 282 washington street | hartford | CT | 06106 | none | puBLIC CHARITY | general fund | $35,000 |
| CONNECTICUT RIVER MUSEUM | |||||||
| 67 MAIN STREET | ESSEX | CT | 06426 | None | PuBLIC CHARITY | GENERAL FUND | $5,000 |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06103 | None | PUBLIC CHARITY | General fund | $284 |
| dana farber cancer institute | |||||||
| 10 brookline plaza west | brookline | MA | 02445 | none | puBLIC CHARITY | general fund | $2,000 |
| GILEAD | |||||||
| 222 main street ext | MIDDLETown | CT | 06457 | None | PuBLIC CHARITY | General fund | $12,000 |
| gregory t spagnoletti foundation | |||||||
| 62 WOLFF STREET | WATERBURY | CT | 06708 | none | puBLIC CHARITY | general fund | $500 |
| HELO | |||||||
| 1599 SOUTH STREET UNIT 3 | COVENTRY | CT | 06238 | None | PuBLIC CHARITY | GENERAL FUND | $5,000 |
| HOLY CROSS CHURCH | |||||||
| 221 PLUMTREE ROAD | SPRINGFIELD | MA | 01118 | None | PuBLIC CHARITY | GENERAL FUND | $1,000 |
| JDRF | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | None | PuBLIC CHARITY | GENERAL FUND | $500 |
| look for the good | |||||||
| 30 realty drive | cheshire | CT | 06410 | none | puBLIC CHARITY | General fund | $2,500 |
| Lyme Youth Service Bureau | |||||||
| po box 589 | old lyme | CT | 06371 | none | puBLIC CHARITY | general fund | $200 |
| marc community resources | |||||||
| 124 washington street | middletown | CT | 06457 | none | puBLIC CHARITY | general fund | $1,000 |
| massachusetts general | |||||||
| 100 cambridge street | boston | MA | 02114 | none | puBLIC CHARITY | general fund | $2,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PuBLIC CHARITY | GENERAL FUND | $3,000 |
| middlesex habitat | |||||||
| 34 shunpike road unit 24-26 | cromwell | CT | 06416 | none | pubLIC CHARITY | general fund | $1,000 |
| middlesex hospital | |||||||
| 28 crescent street | middletown | CT | 06457 | none | puBLIC CHARITY | general fund | $5,500 |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06450 | NONE | PuBLIC CHARITY | GENERAL FUND | $18,000 |
| MXCC FOUNDATION | |||||||
| 100 TRAINING HILL ROAD | MIDDletown | CT | 06457 | NONE | PuBLIC CHARITY | GENERAL FUND | $15,500 |
| now i lay me down to sleep | |||||||
| 7500 e arapahoe road suite 101 | centennial | CO | 80112 | none | puBLIC CHARITY | general fund | $1,000 |
| OLD COLONY HABITAT FOR HUMANITY | |||||||
| 9 WASHINGTON STREET | ATTLEBORO | MA | 02703 | None | PuBLIC CHARITY | GENERAL FUND | $5,000 |
| PALS | |||||||
| PO BOX 271 | DURHAM | CT | 06422 | None | PuBLIC CHARITY | GENERAL FUND | $10,000 |
| rushford foundation | |||||||
| 883 paddock ave | meriden | CT | 06450 | none | puBLIC CHARITY | general fund | $1,750 |
| silver hill hospital | |||||||
| 208 valley road | new canaan | CT | 06840 | none | puBLIC CHARITY | general fund | $2,000 |
| ST JUDES | |||||||
| 262 danny thomas place | memphis | TN | 38105 | none | puBLIC CHARITY | GENERAL FUND | $500 |
| WILKES UNIVERSITY | |||||||
| 84 WEST SOUTH STREET | WILKES BARRE | PA | 18701 | None | PuBLIC CHARITY | GENERAL FUND | $1,000 |
| YMCA | |||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | None | PuBLIC CHARITY | General fund | $52,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $273,689 | 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 | $188,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $241,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $429,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $429,986 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GRIFFIN FAMILY CHARITABLE LEAD ANNUITY TRUST | |||||||
| 1 | 81R CESCA LANE | DURHAM | CT | 06422 | $175,000 | Yes (X) | |
| william f griffin jr | |||||||
| 2 | 81R CESCA LANE | dURHAM | CT | 06422 | $1,304,005 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | argon stock | NoncashPropertyDesc |
| Fair Market Value | $1,304,005 | FairMarketValueAmt |
| Received | 2016-09-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fee | CategoryTxt |
| Amt | $2,350 | Amt |
| Net Investment Income | $1,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | schwab fixed income | BondNm |
| EOY Book Value | $2,084,060 | EOYBookValueAmt |
| EOYFMV | $2,084,060 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | schwab equities | StockNm |
| EOY Book Value | $4,939,292 | EOYBookValueAmt |
| EOYFMV | $4,939,292 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $31,731 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $31,731 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $251,528 | BookValueAmt |
| EOYFMV | $251,528 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | misc | Desc |
| Revenue And Expenses Per Books | $266 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $496,907 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | CategoryTxt |
| Amt | $29,917 | Amt |
| Net Investment Income | $29,917 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | irs | CategoryTxt |
| Amt | $898 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |