BUCKS CREEK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BUCKS CREEK FOUNDATION (EIN 20-7131734)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-12
- IRS object ID
- 201621039349100962
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-12T15:44:39-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207131734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bucks Creek Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN M LACROIZ | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,285,861 | 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 | $1,025,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $945 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $945 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $573,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,551 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,152,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,141 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,757 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,858 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,858 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,858 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $614,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $614,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $638,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $636,358 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $514,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,415,884 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,122,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,122,007 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,147,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,955,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,163,854 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,563,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,077,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,285,861 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,563,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,077,863 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,563,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,077,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,563,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,077,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,563,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $514,026 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,077,863 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,077,863 | 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 |
| Gross Sales Price | $573,790 | GrossSalesPriceAmt |
| Cost Or Other Basis | $504,239 | CostOrOtherBasisAmt |
| Gain Or Loss | $69,551 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $69,551 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,551 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $700,472 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,751,211 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.186732 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $889,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,708,760 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.239817 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $799,106 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,873,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.426529 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,863 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,310,497 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031181 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,153 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $708,114 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038346 | DistributionYr5Rt |
| Total Distribution | 0.922605 | TotalDistributionRt |
| Average Distribution | 0.184521 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,242,019 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $782,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,271 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $784,013 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $636,358 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,543 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,543 | SubtotalAmt |
| Tax Based On Investment Income | $2,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,443 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Caitlin E LaCroix | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Managing Dir / Trustee | 1.0 | $0 | $0 | $0 |
| Christopher LaCroix | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Kathleen LaCroix | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,831,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,474,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,306,618 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,306,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,242,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $212,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $212,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,543 | TotalTaxAmt |
| Distributable Before Adj | $209,558 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $209,558 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $209,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $636,358 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $636,358 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $636,358 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,558 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $661,629 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $705,598 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $515,625 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,882,852 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $636,358 | QualifyingDistributionsAmt |
| Applied To Current Year | $209,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $426,800 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,309,652 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,309,652 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $661,629 | ExcessFromYear3Amt |
| Excess From Year2 | $705,598 | ExcessFromYear2Amt |
| Excess From Year1 | $515,625 | ExcessFromYear1Amt |
| Excess From Current Year | $426,800 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christopher LaCroix | ContributingManagerNm |
| Contributing Manager | Kathleen LaCroix | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $350 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Charitable Event | $300 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Charitable Event | $3,500 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Charitable Event | $300 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Caitlin LaCroix's NYC Marathon Fundraising Campaign | $500 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Annie McLaughlin's Marathon fundraising Campaign | $300 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Thomas McLaughlin's Marathon fundraising Campaign | $300 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Bison Club Fund | $500 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Bridget LaCroix Annual Scholarship Fund | $5,000 |
| BUILDERS BEYOND BORDERS | |||||||
| 66 FORT POINT ST | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HOME SOCIETY OF FLORIDA | |||||||
| 650 10TH ST | VERO BEACH | FL | 32960 | N/A | PC | Transitional Living Program Vero Beach | $50,000 |
| CITYLAX INC | |||||||
| 65 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $200 |
| COMMUNITY RESOURCE EXCHANGE | |||||||
| 42 BROADWAY 20TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $18,000 |
| COMMUNITY SOLUTIONS INTERNATIONAL INC | |||||||
| 14 E 28TH ST TOP FL | NEW YORK | NY | 10016 | N/A | PC | capital funding for 519 Rockaway Avenue Project | $100,000 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 10 BROOKLINE PL W 6TH FL | BROOKLINE | MA | 02445 | N/A | PC | Pan-Mass Challenge | $200 |
| EDUCATION AND HOPE | |||||||
| PO BOX 486 | NORWALK | CT | 06856 | N/A | PC | General & Unrestricted | $50,350 |
| GREENS FARMS ACADEMY INC | |||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | General & Unrestricted | $500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 411 MAIN ST STE 6 | YARMOUTHPORT | MA | 02675 | N/A | PC | General & Unrestricted | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 4580 N US HWY 1 | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $10,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 4580 N US HWY 1 | VERO BEACH | FL | 32967 | N/A | PC | The Moorings Habitat for Humanity Fund | $10,000 |
| Harvest Food & Outreach Center | |||||||
| 2050 40TH AVE STE 9 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $10,000 |
| HIBISCUS CHILDRENS CENTER INC | |||||||
| 2400 NE DIXIE HWY | JENSEN BEACH | FL | 34957 | N/A | PC | Career Pathways to Independence and GED Program | $5,000 |
| HORIZONS AT GREENS FARMS ACADEMY | |||||||
| 35 BEACHSIDE AVE | GREEN FARMS | CT | 06436 | N/A | PC | General & Unrestricted | $5,000 |
| INTERNATIONAL F O P ASSOCIATION INC | |||||||
| 101 SUNNYTOWN RD STE 208 | CASSELBERRY | FL | 32707 | N/A | PC | In Honor of Natalie McGuire Initiative | $100 |
| JANE DOE NO MORE INCORPORATED | |||||||
| 203 CHURCH ST REAR | NAUGATUCK | CT | 06770 | N/A | PC | General & Unrestricted | $5,000 |
| KEYSTONE HOUSE INC | |||||||
| 147 MAIN ST | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $1,000 |
| LOWER CAPE OUTREACH COUNCIL INC | |||||||
| PO BOX 665 | ORLEANS | MA | 02653 | N/A | PC | General & Unrestricted | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 3RD AVE 28TH FL | NEW YORK | NY | 10017 | N/A | PC | Cycle for Survival Campaign | $100 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $2,500 |
| MID-FAIRFIELD CHILD GUIDANCE CENTER INC | |||||||
| 100 E AVE | NORWALK | CT | 06851 | N/A | PC | PROSPECTS, EDT program | $50,000 |
| MID-FAIRFIELD CHILD GUIDANCE CENTER INC | |||||||
| 100 E AVE | NORWALK | CT | 06851 | N/A | PC | Charitable Event | $2,500 |
| NATIONAL PSORIASIS FOUNDATION | |||||||
| 6600 SW 92ND AVE STE 300 | PORTLAND | OR | 97223 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK STEM CELL FOUNDATION INC | |||||||
| 1995 BROADWAY STE 600 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $10,000 |
| NORWALK GRASSROOTS TENNIS INC | |||||||
| 11 INGALLS AVE | NORWALK | CT | 06854 | N/A | PC | General & Unrestricted | $5,000 |
| NORWALK SYMPHONY SOCIETY | |||||||
| 25 VAN ZANT ST | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $1,000 |
| OPEN DOOR SHELTER INC | |||||||
| 4 MERRITT ST | NORWALK | CT | 06856 | N/A | PC | General & Unrestricted | $50,000 |
| RESOURCES FOR CHILDREN WITH SPECIAL NEEDS INC | |||||||
| 116 E 16TH ST 5TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $8,000 |
| SANCTUARY FOR FAMILIES INC | |||||||
| PO BOX 1406 WALL ST STATION | NEW YORK | NY | 10268 | N/A | PC | General & Unrestricted | $2,500 |
| SHEPHERDS INC | |||||||
| PO BOX 1756 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $20,000 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | Charitable Event | $500 |
| ST THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH CORPOR | |||||||
| 203 E AVE | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $20,000 |
| ST THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH CORPOR | |||||||
| 203 E AVE | NORWALK | CT | 06855 | N/A | PC | St. Vincent de Paul Society Program | $50,000 |
| ST THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH CORPOR | |||||||
| 203 E AVE | NORWALK | CT | 06855 | N/A | PC | St. Vincent de Paul Society Program | $50,000 |
| ST THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH CORPOR | |||||||
| 203 E AVE | NORWALK | CT | 06855 | N/A | PC | Window repairs in the parish center Project | $25,000 |
| THE FAIRFIELD COUNTY COMMUNITY FOUNDATION INC | |||||||
| 383 MAIN AVE | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $1,000 |
| THE V FOUNDATION | |||||||
| 106 TOWERVIEW CT | CARY | NC | 27513 | N/A | PC | General & Unrestricted | $2,500 |
| THE WILFREDO PEREZ JR MEMORIAL FUND INC | |||||||
| 17 PINE HILL AVE | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $25,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | N/A | PC | The Robins School of Business | $2,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | N/A | PC | Annual Fund | $1,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | N/A | PC | Michael Ice Scholarship Fund | $1,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | N/A | PC | Mens Varsity Lacrosse Team Program | $2,000 |
| WE CAN CORPORATION | |||||||
| 783 RTE 28 | HARWICH PORT | MA | 02646 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $614,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $945 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,141 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | LaCroix Kathleen | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 Anchor Drive | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,025,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD EMERGING MARKETS STOC | $391,538 | $342,989 |
| VANGUARD ENERGY FD ADMIRAL SHS | $293,122 | $233,617 |
| VANGUARD EXPLORER FD ADMIRAL S | $237,208 | $233,374 |
| VANGUARD HEALTH CARE FD ADMIRA | $229,416 | $354,143 |
| VANGUARD HORIZON FUND, VANGUAR | $396,467 | $474,957 |
| VANGUARD INFLATION-PROTECTED S | $181,603 | $170,322 |
| VANGUARD INTERNATIONAL EXPLORE | $330,042 | $328,059 |
| VANGUARD PRECIOUS METALS AND M | $50,000 | $50,000 |
| VANGUARD PRIMECAP FD ADMIRAL | $151,916 | $215,713 |
| VANGUARD REIT INDEX FD ADMIRAL | $215,269 | $232,803 |
| VANGUARD TOTAL INT ST IDX-AD | $276,949 | $268,154 |
| VANGUARD WINDSOR II FD ADMIRAL | $202,326 | $259,723 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $21,858 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $21,858 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $1,100 |
| 990-PF Excise Tax for 2014 | $657 |