BARBOURTOWN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BARBOURTOWN FOUNDATION (EIN 46-1567892)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-10-11
- IRS object ID
- 201712849349100301
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-11T06:00:16-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | 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 | 2016-06-01 | 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 | 2017-10-11 | 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 | 74.10.71.143 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-11 | IPDt |
| IP Tm | 06:58:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B21ED4078B48DA90294A775AACA14C723C7B130 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01EBBF516CB3F4896545BF4BC6B5093CAA086BE0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $601,589 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,177 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,799 | 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 |
| Legal Fees Rev And Expnss | $4,430 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,430 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,137 | CashBOYAmt |
| Cash EOY | $30,174 | CashEOYAmt |
| Cash EOYFMV | $30,174 | CashEOYFMVAmt |
| Corporate Stock BOY | $392,072 | CorporateStockBOYAmt |
| Corporate Stock EOY | $370,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $571,415 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $406,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $401,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $601,589 | 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 | $406,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $401,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $406,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $401,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $406,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $401,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $406,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $401,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $401,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 75 SHS. LINKEDIN CORP CL A | P | 2016-06-02 | 2016-12-06 | $14,700 | $9,889 | $4,811 | $4,811 |
| 5 SHS. ALPHABET INC CL A | D | 2012-12-31 | 2016-12-28 | $3,933 | $689 | $3,244 | $3,244 |
| 5 SHS. AMAZON.COM INC | D | 2012-12-27 | 2016-12-28 | $3,720 | $1,154 | $2,566 | $2,566 |
| 200 SHS. BANK OF THE OZARKS INC. | D | 2012-12-27 | 2016-06-02 | $7,723 | $1,265 | $6,458 | $6,458 |
| 100 SHS. EMERSON ELECTRIC CO. | D | 2012-12-27 | 2016-12-06 | $5,635 | $946 | $4,689 | $4,689 |
| 50 SHS. EXPRESS SCRIPTS HLDG CO | D | 2012-12-27 | 2016-12-06 | $3,692 | $54 | $3,638 | $3,638 |
| 150 SHS. FEI COMPANY | P | 2014-10-09 | 2016-09-21 | $16,125 | $11,605 | $4,520 | $4,520 |
| 100 SHS. FRP HOLDINGS INC. | D | 2012-12-27 | 2016-06-02 | $3,039 | $127 | $2,912 | $2,912 |
| 100 SHS. MONSANTO CO NEW | D | 2012-12-27 | 2016-12-06 | $10,227 | $8,916 | $1,311 | $1,311 |
| 250 SHS. NIELSEN HOLDINGS PLC EUR | P | 2014-03-13 | 2016-12-06 | $10,388 | $11,759 | -$1,371 | -$1,371 |
| 50 SHS. NIELSEN HOLDINGS PLC EUR | P | 2014-11-18 | 2016-12-06 | $2,078 | $2,174 | -$96 | -$96 |
| 375 SHS. SABRE CORP | P | 2015-11-24 | 2016-12-06 | $9,484 | $10,874 | -$1,390 | -$1,390 |
| 75 SHS. THERMO FISHER SCIENTIFIC INC. | D | 2012-12-27 | 2016-06-02 | $11,212 | $327 | $10,885 | $10,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,177 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,592 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $547,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059568 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $582,402 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049279 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,194 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $574,231 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040391 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $598,957 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.149238 | TotalDistributionRt |
| Average Distribution | 0.037310 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $565,574 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,102 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $427 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,000 | 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 | $427 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $427 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | 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 | PAUL L BOURDEAU ESQUIRE | IndividualWithBooksNm |
| Phone | 8603134930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CUMMINGS LOCKWOOD 75 ISHAM RD SUITE | AddressLine1Txt |
| Address Line2 | 400 | AddressLine2Txt |
| City | W HTFD | 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 |
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 | $548,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $574,187 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $574,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $565,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $427 | TotalTaxAmt |
| Distributable Before Adj | $27,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $427 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,573 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,433 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,433 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,567 | 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 | $10,285 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FARMLAND TRUST | |||||||
| 1150 CONNECTICUT AVENUE NW STE 600 | WASHINGTON | DC | 20036 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $250 |
| ANCIENT BURYING GROUND ASSOCIATION INC | |||||||
| PO BOX 347 | HARTFORD | CT | 06141 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| CANTON HISTORICAL SOCIETY INC | |||||||
| 11 FRONT STREET | COLLINSVILLE | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| CANTON LAND CONSERVATION TRUST | |||||||
| PO BOX 41 | CANTON CENTER | CT | 06020 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| 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 | $1,000 |
| EQUESTRIAN LAND CONSERVATION RESOURCE | |||||||
| 4037 IRON WORKS PARKWAY STE 120 | LEXINGTON | KY | 40511 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $600 |
| FARMINGTON RIVER WATERSHED ASSOCIATION INC | |||||||
| 749 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| FARMINGTON VALLEY VISITING NURSE ASSOCIATION (VNA VALLEY CARE INC) | |||||||
| 8 OLD MILL LANE | SIMSBURY | CT | 06070 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| GARDEN CONSERVANCY INC | |||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD ST SW STE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| HYDROCEPHALUS ASSOCIATION | |||||||
| 4340 EAST WEST HIGHWAY STE 905 | BETHESDA | MD | 20814 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| LITTLE GUILD OF ST FRANCIS FOR THE WELFARE OF ANIMALS INC | |||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNWALL | CT | 06796 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS NEVINS FARM | |||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| NATIONAL ASSOCIATION OF RAILROAD PASSENGERS | |||||||
| 1200 G ST NW SUITE 240 | WASHINGTON | DC | 20005 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION INC | |||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $900 |
| NEW ENGLAND WILD FLOWER SOCIETY | |||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| PITTSBURGH HISTORY & LANDMARKS FOUNDATION | |||||||
| 100 W STATION SQUARE DR STE 450 | PITTSBURGH | PA | 15219 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $5,500 |
| RENBROOK SCHOOL INCORPORATED | |||||||
| 2865 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| 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 | $1,500 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $250 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| PO BOX 834 10 LAKE AVENUE | SARATOGA SPRINGS | NY | 12866 | 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 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,020 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,642 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SHS. APTARGROUP INC. | $9,554 | $17,002 |
| 1,000 SHS. HANCOCK HOLDING CO | $31,730 | $46,200 |
| 350 SHS. HELMERICH & PAYNE INC | $19,603 | $18,431 |
| 500 SHS. LINCOLN ELEC HOLDINGS NEW | $24,030 | $44,690 |
| 300 SHS. PATRIOT TRANSPORTATION HOLDING INC | $4,765 | $5,805 |
| 150 SHS. ANASYS INC | $11,547 | $18,949 |
| 150 SHS. CELGENE CORP | $12,919 | $17,161 |
| 25 SHS. ALPHABET INC CL C | $8,804 | $24,121 |
| 100 SHS. APPLE INC. | $11,835 | $15,276 |
| 40 SHS. BIOGEN INC. | $10,596 | $9,911 |
| 450 SHS. CISCO SYSTEMS INC. | $11,844 | $14,188 |
| 325 SHS. FASTENAL CO. | $12,666 | $14,030 |
| 150 SHS. KANSAS CITY STHN NEW | $10,721 | $14,280 |
| 225 SHS. MERCK & CO INC NEW COM | $11,786 | $14,650 |
| 250 SHS. STERICYCLE INC | $23,320 | $20,442 |
| 20 SHS. ALPHABET INC CL A | $7,085 | $19,742 |
| 45 SHS. AMAZON COM INC | $11,174 | $44,758 |
| 800 SHS. BANK OF THE OZARKS INC. | $13,600 | $35,360 |
| 20 SHS. BIOVERATIV INC. | $892 | $1,102 |
| 600 SHS. CHURCH & DWIGHT CO INC. | $16,092 | $30,996 |
| 400 SHS. EMERSON ELECTRIC CO. | $21,068 | $23,648 |
| 300 SHS. EXPRESS SCRIPTS HLDG CO | $16,008 | $17,925 |
| 100 SHS. FACEBOOK INC CL A | $11,612 | $15,146 |
| 800 SHS. FRP HLDGS INC COM | $17,044 | $33,680 |
| 425 SHS. MOSIAC CO | $11,239 | $9,618 |
| 350 SHS. NEW RELIC INC. | $10,608 | $15,284 |
| 375 SHS. SUNCOR ENERGY INC NEW CAD | $12,470 | $11,741 |
| 100 SHS. THERMO FISHER SCIENTIFIC INC. | $6,342 | $17,279 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUMMINGS & LOCKWOOD LLC - LEGAL FEES | CategoryTxt |
| Legal Fees | $4,430 | LegalFeesAmt |
| Net Investment Income | $4,430 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BRADLEY FOSTER & SARGENT - MANAGEMENT FEES | $2,561 | $2,561 | $0 |
| UNITED STATES POST OFFICE - FEE FOR POST OFFICE BOX AND POSTAGE | $109 | $109 | $0 |
| GOULET PRINTERY | $43 | $43 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $22 | $0 | $0 |
| INTERNAL REVENUE SERVICE - EXCISE TAX FYE 5/31/16 | $58 | $0 | $0 |
| INTERNAL REVENUE SERVICE - ESTIMATED EXCISE TAX FYE 5/31/17 | $500 | $0 | $0 |