PEACH PIT FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PEACH PIT FOUNDATION (EIN 20-2055237)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-11
- IRS object ID
- 201613169349101006
- Schema version
- 2015v2.1
- 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
- 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 | 2016-11-11T13:30:50-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2016-11-03 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,840,850 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $157,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,728 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $332,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,728 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,781 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,781 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $129 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $275,354 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,822 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $214,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $280,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $280,654 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $28,985 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $29,318 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,318 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,678,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,144,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,144,234 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,333,713 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,127,791 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,127,791 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $270,228 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $258,853 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $258,853 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,526,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,840,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,840,850 | 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 | $5,526,072 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,840,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,526,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,840,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,526,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,840,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,526,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $290,292 | OtherIncreasesAmt |
| Subtotal | $5,840,850 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,840,850 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,481,388 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036642 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $193,332 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,578,855 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042223 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,207 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,351,753 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $143,614 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,001,046 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047855 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,731,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026453 | DistributionYr5Rt |
| Total Distribution | 0.193214 | TotalDistributionRt |
| Average Distribution | 0.038643 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,418,032 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $209,369 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,338 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $210,707 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $275,354 | 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 | $1,338 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,062 | OverpaymentAmt |
| Applied To ES Tax | $1,062 | 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 griffin | ||||||||
| 1217 Arbutus Street | dURHAM | CT | 06422 | trUSTEE | 9.00 | $8,000 | $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 | $5,191,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $308,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,500,540 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,500,540 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,418,032 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,338 | TotalTaxAmt |
| Distributable Before Adj | $269,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $269,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $269,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $275,354 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $275,354 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,338 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $274,016 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $269,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $267,686 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $275,354 | QualifyingDistributionsAmt |
| Applied To Year1 | $267,686 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,668 | 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 | $261,896 | 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 (36 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 | $5,000 |
| als | |||||||
| 300 technology square suite 400 | cambridge | MA | 02139 | none | puBLIC CHARITY | general fund | $10,000 |
| 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 | $5,000 |
| AMRICAN HEART ASSOCIATION | |||||||
| 1 union street suite 301 | robbinsville | NJ | 08691 | NONE | PuBLIC CHARITY | GENERAL FUND | $1,000 |
| boston college law | |||||||
| 885 centre street | newton | MA | 02457 | none | puBLIC CHARITY | general fund | $10,000 |
| boys and girls club | |||||||
| 15 lincoln street | meriden | CT | 06451 | none | puBLIC CHARITY | general fund | $2,000 |
| business industry foundation of middlesex county | |||||||
| 393 main street | middletown | CT | 06457 | none | puBLIC CHARITY | general fund | $10,000 |
| calvary fellowship | |||||||
| 1245 farmington ave suite 200 | west hartford | CT | 06107 | none | puBLIC CHARITY | general fund | $2,500 |
| COGINCHAUG VALLEY EDUCATION FOUNDATION | |||||||
| PO BOX 19 | DURham | CT | 06422 | None | PuBLIC CHARITY | General fund | $2,000 |
| 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 | $33,300 |
| Connecticut Children's hospital | |||||||
| 282 washington street | hartford | CT | 06106 | none | puBLIC CHARITY | general fund | $2,500 |
| dana farber cancer institute | |||||||
| 10 brookline plaza west | brookline | MA | 02445 | none | puBLIC CHARITY | general fund | $2,500 |
| durham interchurch assistance | |||||||
| 228 main street | durham | CT | 06422 | none | puBLIC CHARITY | general fund | $10,000 |
| durham volunteer ambulance | |||||||
| po box 207 | durham | CT | 06422 | none | puBLIC CHARITY | general fund | $4,500 |
| FEED THE PEOPLE CHARITY | |||||||
| 901 HIGHPOINT DRIVE | ROCKY HILL | CT | 06067 | None | PuBLIC CHARITY | General fund | $2,000 |
| GILEAD | |||||||
| 222 main street ext | MIDDLETown | CT | 06457 | None | PuBLIC CHARITY | General fund | $8,500 |
| grace lutheran preschool | |||||||
| 1055 randolph road | middletown | CT | 06457 | none | puBLIC CHARITY | general fund | $5,000 |
| homeland hospice | |||||||
| 2300 vartan way 115 | harrisburg | PA | 17110 | none | puBLIC CHARITY | general fund | $2,000 |
| kid city | |||||||
| 19 washington street | middletown | CT | 06457 | none | puBLIC CHARITY | general fund | $5,000 |
| marc community resources | |||||||
| 124 washington street | middletown | CT | 06457 | none | puBLIC CHARITY | general fund | $3,600 |
| massachusetts general | |||||||
| 100 cambridge street | boston | MA | 02114 | none | puBLIC CHARITY | general fund | $1,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PuBLIC CHARITY | GENERAL FUND | $2,500 |
| middlesex habitat | |||||||
| 34 shunpike road unit 24-26 | cromwell | CT | 06416 | none | pubLIC CHARITY | general fund | $6,500 |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06450 | NONE | PuBLIC CHARITY | GENERAL FUND | $8,000 |
| MXCC FOUNDATION | |||||||
| 100 TRAINING HILL ROAD | MIDDletown | CT | 06457 | NONE | PuBLIC CHARITY | GENERAL FUND | $28,000 |
| now i lay me down to sleep | |||||||
| 7500 e arapahoe road suite 101 | centennial | CO | 80112 | none | puBLIC CHARITY | general fund | $1,000 |
| rushford foundation | |||||||
| 883 paddock ave | meriden | CT | 06450 | none | puBLIC CHARITY | general fund | $3,000 |
| SISTER CITIES HAITI | |||||||
| PO BOX 26 | ESSEX | CT | 06426 | None | PuBLIC CHARITY | General fund | $5,000 |
| smile train | |||||||
| po box 96231 | washington | DC | 20090 | none | puBLIC CHARITY | general fund | $10,000 |
| stonington education fund | |||||||
| po box 1922 | pawcatuck | CT | 06379 | none | puBLIC CHARITY | general fund | $1,200 |
| the shoreline soup kitchen and pantry | |||||||
| po box 804 | essex | CT | 06426 | none | puBLIC CHARITY | general fund | $5,000 |
| tufts medical center | |||||||
| 800 washington street box 231 | boston | MA | 02111 | none | puBLIC CHARITY | general fund | $1,000 |
| william raveis charitable fund | |||||||
| 7 trap falls rd | shelton | CT | 06484 | none | puBLIC CHARITY | general fund | $2,000 |
| YMCA | |||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | None | PuBLIC CHARITY | General fund | $67,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,100 | 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 | $157,728 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,728 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,728 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFIN FAMILY CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81R CESCA LANE | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $175,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fee | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMCAST | $56,534 | $56,534 |
| procter & gamble | $54,232 | $54,232 |
| wal-mart stores | $54,039 | $54,039 |
| the coca-cola co | $53,769 | $53,769 |
| johnson & johnson | $53,445 | $53,445 |
| BANK OF AMERICA | $52,549 | $52,549 |
| ffcb | $52,071 | $52,071 |
| fhlb | $51,392 | $51,392 |
| cisco systems | $51,371 | $51,371 |
| DR PEPPER SNAPPL | $51,240 | $51,240 |
| us treasu nt | $51,180 | $51,180 |
| pfizer incorp | $51,156 | $51,156 |
| fhlb | $50,971 | $50,971 |
| AMERICAN EXP CR | $50,856 | $50,856 |
| us treasu nt | $50,781 | $50,781 |
| WELLS FARGO | $50,424 | $50,424 |
| JOHN DEERE CAPITAL | $25,733 | $25,733 |
| JOHN DEERE CAP CP | $25,593 | $25,593 |
| general electric | $54,555 | $54,555 |
| united tech corp | $53,299 | $53,299 |
| PEPSICO | $26,639 | $26,639 |
| INTEL CORP | $54,115 | $54,115 |
| COLGATE PALMOLIVE | $51,847 | $51,847 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 shs argan inc | $417,200 | $417,200 |
| 2,094 shs johnson & johnson | $254,002 | $254,002 |
| 2,275 shs leggett & platt inc | $116,275 | $116,275 |
| 2,313 SHS WELLS FARGO | $109,474 | $109,474 |
| 1,274 novartis | $105,118 | $105,118 |
| 1,300 SHS LOWES | $102,921 | $102,921 |
| 740 SHS RAYTHEON COMPANY NEW | $100,603 | $100,603 |
| 1,750 Verizon Communication | $97,720 | $97,720 |
| 893 SHS UNITED TECHNOLOGIES | $91,577 | $91,577 |
| 1,925 SHS B C E INC NEW | $91,072 | $91,072 |
| 870 SHS ILLINOIS TOOL WORKS INC | $90,619 | $90,619 |
| 850 ppg industries | $88,528 | $88,528 |
| 354 SHS LOCKHEED MARTIN CORP | $87,852 | $87,852 |
| 775 SHS ACCENTURE PLC CL A | $87,800 | $87,800 |
| 2,660 SHS INTEL CORP | $87,248 | $87,248 |
| 1,390 texas instruments | $87,084 | $87,084 |
| 1,695 SHS MICROSOFT CORP | $86,733 | $86,733 |
| 1,000 SHS PROCTER & GAMBLE | $84,670 | $84,670 |
| 750 SHS DIAGEO PLC NEW ADR | $84,660 | $84,660 |
| 2,400 SHS PFIZER INCORP | $84,504 | $84,504 |
| 485 SHS BECTON DICKINSON & CO | $82,251 | $82,251 |
| 2,843 shs cisco systems inc | $81,566 | $81,566 |
| 1,875 SHS AT&T | $81,019 | $81,019 |
| 835 apple inc | $79,826 | $79,826 |
| 745 SHS CHEVRON CORPORATION | $78,098 | $78,098 |
| 1,635 shs gallagher arthur | $77,826 | $77,826 |
| 2,466 general electric company | $77,630 | $77,630 |
| 940 SHS OMNICOM GROUP | $76,601 | $76,601 |
| 800 SHS EXXON MOBIL CORP | $74,992 | $74,992 |
| 1,895 SHS ABBOTT LABORATORIES | $74,492 | $74,492 |
| 1,187 JPmorgan chase | $73,760 | $73,760 |
| 520 SHS KIMBERLY-CLARK CORP | $71,490 | $71,490 |
| 470 SHS INTL BUSINESS MACHINES | $71,337 | $71,337 |
| 700 SHS PHILIP MORRIS INTL INC | $71,204 | $71,204 |
| 675 SHS GENUINE PARTS CO | $68,344 | $68,344 |
| 380 SHS 3M COMPANY | $66,546 | $66,546 |
| 1,080 SHS V F CORPORATION | $66,409 | $66,409 |
| 1,600 shs oracle corp | $65,488 | $65,488 |
| 880 SHS COLGATE-PALMOLIVE CO | $64,416 | $64,416 |
| 760 SHS DEERE & CO | $61,590 | $61,590 |
| 775 T Rowe Price | $56,552 | $56,552 |
| 1,200 SHS COLA COLA COMPANY | $54,396 | $54,396 |
| 870 SHS AMERICAN EXPRESS | $52,861 | $52,861 |
| 1,445 SHS BB&T CORPORATION | $51,456 | $51,456 |
| 615 SHS NESTLE SA ORD | $47,359 | $47,359 |
| 370 SHS SIEMENS A G ADR | $37,958 | $37,958 |
| 443 SHS EMERSON ELECTRIC CO | $23,107 | $23,107 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $29,318 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $29,318 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPS TRUST ETF | FMV | $130,647 | $130,647 |
| ishares 1-3 year credit | FMV | $100,255 | $100,255 |
| ishares iboxx high yield | FMV | $27,951 | $27,951 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | misc | Desc |
| Revenue And Expenses Per Books | $129 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $129 | 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 | $290,292 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | CategoryTxt |
| Amt | $22,781 | Amt |
| Net Investment Income | $22,781 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | irs | CategoryTxt |
| Amt | $982 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |