BARBOURTOWN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BARBOURTOWN FOUNDATION (EIN 46-1567892)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2015-10-14
- IRS object ID
- 201512879349100206
- Schema version
- 2014v5.0
- 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 | 2015-10-14T11:09:36-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | 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 ROAD SUITE 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | 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 | 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 | 2015-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON A SANKNER | PreparerPersonNm |
| PTIN | P01608435 | PTIN |
| Phone | 8603134927 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $586,530 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,637 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,737 | 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 | $15,042 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,042 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $128 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,811 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,150 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,313 | CashBOYAmt |
| Cash EOY | $24,268 | CashEOYAmt |
| Cash EOYFMV | $24,268 | CashEOYFMVAmt |
| Corporate Stock BOY | $425,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $407,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $562,262 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $463,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $431,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $586,530 | 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 | $463,530 | RetainedEarningBOYAmt |
| Retained Earning EOY | $431,380 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $463,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $431,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $463,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $431,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $463,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,150 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $431,380 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $431,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 125 SHS AMERICAN EXPRESS CO | P | 2014-11-18 | 2015-02-27 | $10,066 | $11,502 | -$1,436 | -$1,436 |
| 75 SHS NOBLE ENERGY INC | P | 2014-03-13 | 2014-10-09 | $4,827 | $5,221 | -$394 | -$394 |
| 100 SHS NOBLE ENERGY INC | P | 2014-03-14 | 2014-10-09 | $6,436 | $6,950 | -$514 | -$514 |
| 225 SHS NOBLE ENERGY INC | P | 2014-11-18 | 2014-12-17 | $9,819 | $12,139 | -$2,320 | -$2,320 |
| 50 SHS PRECISION CASTPARTS CORP | P | 2014-10-09 | 2015-01-22 | $9,580 | $11,600 | -$2,020 | -$2,020 |
| 150 SHS SAP AG SPON ADR | P | 2014-03-13 | 2014-08-13 | $11,349 | $11,742 | -$393 | -$393 |
| 25 SHS AMAZON.COM | D | 2012-05-03 | 2015-01-02 | $7,588 | $6,208 | $1,380 | $1,380 |
| 150 SHS APACHE CORP | D | 1999-12-06 | 2014-11-18 | $10,601 | $11,736 | -$1,135 | -$1,135 |
| 100 SHS CATERPILLAR INC | D | 2007-09-26 | 2015-02-27 | $8,299 | $8,766 | -$467 | -$467 |
| 50 SHS CHURCH & DWIGHT CO INC | D | 2011-03-09 | 2015-01-02 | $3,949 | $2,682 | $1,267 | $1,267 |
| 100 SHS EMERSON ELECTRIC CO | D | 1962-08-14 | 2015-01-02 | $6,152 | $5,267 | $885 | $885 |
| 50 SHS EXPRESS SCRIPTS HOLDG CO | D | 1980-04-17 | 2015-01-02 | $4,232 | $2,668 | $1,564 | $1,564 |
| .06864 SHS GOOGLE INC CL C | D | 2008-12-01 | 2015-05-04 | $38 | $24 | $14 | $14 |
| 50 SHS HELMERICH & PAYNE INC | D | 1999-02-24 | 2014-12-17 | $3,005 | $2,801 | $204 | $204 |
| 50 SHS LINCOLN ELEC HOLDINGS NEW | D | 2002-08-06 | 2014-11-18 | $3,635 | $2,403 | $1,232 | $1,232 |
| 50 SHS LINCOLN ELEC HOLDINGS NEW | D | 2002-08-06 | 2004-12-17 | $3,335 | $2,403 | $932 | $932 |
| 100 SHS MCDONALDS CORP | D | 2009-10-15 | 2014-08-13 | $9,254 | $8,872 | $382 | $382 |
| 400 SHS NATIONAL BANK CDA MONTREAL QUE CANADA ORD CAD | D | 2010-08-05 | 2014-11-18 | $19,106 | $15,539 | $3,567 | $3,567 |
| 50 SHS PATRIOT TRANSN HLDG | D | 1986-07-01 | 2014-11-18 | $1,874 | $1,330 | $544 | $544 |
| 50 SHS STERICYCLE INC | D | 2009-09-30 | 2014-11-18 | $6,316 | $4,664 | $1,652 | $1,652 |
| 50 SHS STERICYCLE INC | D | 2009-09-30 | 2014-12-17 | $6,380 | $4,664 | $1,716 | $1,716 |
| 25 SHS STERICYCLE INC | D | 2009-09-30 | 2015-02-27 | $3,309 | $2,332 | $977 | $977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,637 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,194 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $574,231 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040391 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $598,957 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.040391 | TotalDistributionRt |
| Average Distribution | 0.020196 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $582,402 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,762 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,762 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,700 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $250 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Overpayment | $250 | OverpaymentAmt |
| Applied To ES Tax | $250 | 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 | 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 PO BOX 271820 | WEST HARTFORD | CT | 06127 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH STANLEY | ||||||||
| CUMMINGS LOCKWOOD PO BOX 271820 | WEST HARTFORD | CT | 06127 | 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 | $561,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $591,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $591,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $582,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,120 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $29,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,120 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,864 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,864 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,836 | 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 | $18,284 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $300 |
| 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 | $1,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $750 |
| COLLINSVILLE VOLUNTEER FIRE DEPTARTMENT INCORPORATED | |||||||
| 51 RIVER STREET PO BOX 281 | 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 | $1,500 |
| EQUINUESTRIAN LAND CONSERVATION RESOURCE | |||||||
| 4037 IRON WORKS PARKWAY STE 120 | LEXINGTON | KY | 40511 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| 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 |
| 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 | $1,500 |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD STREET STE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,250 |
| KNOX INC | |||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| 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 | $1,000 |
| 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 | $1,100 |
| NATIONAL ASSOCIATION OF RAILROAD PASSENGERS | |||||||
| 505 CAPITOL COURT NE SUITE 300 | WASHINGTON | DC | 20002 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION INC | |||||||
| 501 EAST OJAI AVENUE | OJAI | CA | 93023 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,200 |
| NEW ENGLAND WILD FLOWER SOCIETY | |||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 200TH STREET KAZIMIROFF 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 | $4,000 |
| SALVATION ARMY | |||||||
| 1424 NE EXPRESS WAY | ATLANTA | GA | 30329 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $600 |
| TEWECADO TRUST INC | |||||||
| PO BOX 36078 | TUCSON | AZ | 85740 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| 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 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,700 | 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 | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,637 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,737 | 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 (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SHS. APTARGROUP INC. | $9,554 | $12,754 |
| 25 SHS. GOOGLE INC. CL A | $8,856 | $13,633 |
| 1,000 SHS. HANCOCK HOLDING CO | $31,730 | $29,130 |
| 200 SHS. PALL CORP | $12,046 | $24,888 |
| 200 SHS. THERMO FISHER SCIENTIFIC INC. | $12,684 | $25,926 |
| 25 SHS. GOOGLE INC. CL C | $8,804 | $13,303 |
| 100 SHS. MONSANTO CO NEW | $9,399 | $11,698 |
| 75 SHS AMAZON.COM | $18,623 | $32,192 |
| 1,200 SHS BANK OF THE OZARKS INC | $20,400 | $52,764 |
| 350 SHS CHURCH & DWIGHT CO INC | $18,774 | $29,390 |
| 600 SHS EMERSON ELECTRIC CO | $31,602 | $36,186 |
| 350 SHS EXPRESS SCRIPTS HLDG CO | $18,676 | $30,499 |
| 900 SHS FRP HLDGS INC COM | $19,621 | $27,369 |
| 75 SHS GRAINGER WW INC | $18,810 | $18,025 |
| 350 SHS HELMERICH & PAYNE INC | $19,603 | $25,546 |
| 500 SHS LINCOLN ELEC HOLDINGS NEW | $24,030 | $33,605 |
| 300 SHS NIELSEN HOLDINGS BF EUR | $13,933 | $13,497 |
| 300 SHS PATRIOT TRANSPORTATION HOLDING INC | $4,319 | $7,737 |
| 275 SHS STERICYCLE INC | $25,652 | $37,758 |
| 150 SHS ANASYS INC | $11,547 | $13,350 |
| 150 SHS CELGENE CORP | $12,919 | $17,166 |
| 200 SHS EOG RESOURCES INC | $18,861 | $17,738 |
| 150 SHS FEI COMPANY | $11,605 | $12,240 |
| 75 SHS PERRIGO CO PLC EUR | $11,749 | $14,272 |
| 450 SHS SOUTHWESTERN ENERGY CO | $13,315 | $11,596 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUMMINGS & LOCKWOOD LLC - LEGAL FEES | CategoryTxt |
| Legal Fees | $15,042 | LegalFeesAmt |
| Net Investment Income | $15,042 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BRADLEY FOSTER & SARGENT - MANAGEMENT FEES | $2,685 | $2,685 | $0 |
| UNITED STATES POST OFFICE - FEE FOR POST OFFICE BOX | $58 | $58 | $0 |
| GOULET PRINTERY - STATIONARY PRINTING | $53 | $53 | $0 |
| UBS FINANCIAL SERCIES, INC. - CHECKBOOK | $15 | $15 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $128 | $128 | $0 |
| INTERNAL REVENUE SERVICE - ESTIMATED EXCISE TAX FYE 5/31/15 | $206 | $0 | $0 |