PEACH PIT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PEACH PIT FOUNDATION (EIN 20-2055237)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201513209349103251
- 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
- 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 | 2015-11-16T15:44:56-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 2015-11-16 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,526,072 | 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 |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,871 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,871 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $319,898 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,898 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,344 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,344 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $968 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $98 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $230,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,815 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,815 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $28,555 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,985 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,985 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,808,772 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,678,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,678,331 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,035,393 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,333,713 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,333,713 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $334,112 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $270,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $270,228 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,436,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,526,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,526,072 | 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 | $5,436,832 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,526,072 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,436,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,526,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,436,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,526,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,436,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,938 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,302 | OtherIncreasesAmt |
| Subtotal | $5,526,072 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,526,072 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $193,332 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,578,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042223 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $134,207 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,351,753 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040041 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $143,614 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,001,046 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047855 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,731,258 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026453 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,908,499 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033849 | DistributionYr5Rt |
| Total Distribution | 0.190421 | TotalDistributionRt |
| Average Distribution | 0.038084 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,481,388 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $208,753 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,194 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209,947 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $200,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,388 | TaxDueAmt |
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 | SHARON GRIFFIN | IndividualWithBooksNm |
| Phone | 8603134930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON GRIFFIN | ||||||||
| 81R CESCA LANE | DURHAM | CT | 06422 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| JESSICA GRIFFIN | ||||||||
| 81R CESCA LANE | DURHAM | CT | 06422 | TRUSTEE | 9.00 | $24,500 | $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 | $5,200,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $364,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,564,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,564,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,481,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,388 | TotalTaxAmt |
| Distributable Before Adj | $271,681 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,681 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,681 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $200,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $200,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,681 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $196,855 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $196,855 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,995 | 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 | $267,686 | 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 (43 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 | $1,250 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| 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 | $500 |
| BASREP | |||||||
| PO BOX 131 | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| BIKES FOR KIDS | |||||||
| PO BOX 94 | CENTERBROOK | CT | 06409 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| BOSTON COLLEGE LAW | |||||||
| 885 CENTRE STREET | NEWTON | MA | 02457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| CAT TALES | |||||||
| PO BOX 901 | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CENTURION MINISTRIES | |||||||
| 1000 HERRONTOWN ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| CHRON'S & COLITIS FOUNDATION | |||||||
| 386 PARK AVE SOUTH | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CHURCH OF THE HOLY ADVENT | |||||||
| PO BOX 536 | CLINTON | CT | 06413 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| COGINCHAUG VALLEY EDUCATION FOUNDATION | |||||||
| PO BOX 19 | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| COLIN'S CREW | |||||||
| PO BOX 4097 | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| COMMUNITY FOUNDATION MIDDLESEX COUNTY | |||||||
| 211 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $33,000 |
| COMMUNITY MUSIC SCHOOL | |||||||
| 30 MAIN STREET PO BOX 387 | CENTERBROOK | CT | 06409 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CONNECTICUT CHILDREN'S HOSPITAL | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CURE ALZHEIMERS FUND | |||||||
| 34 WASHINGTON ST SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLAZA WEST | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| EDUCATION CANINES ASSISTING WITH DISABILITIES | |||||||
| PO BOX 251 | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| FEED THE PEOPLE CHARITY | |||||||
| 901 HIGHPOINT DRIVE | ROCKY HILL | CT | 06067 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| FIDESCO | |||||||
| PO BOX 68 | EAST TEXAS | PA | 18046 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| FIREFIGHTERS FUND - OLD LYME | |||||||
| PO BOX 102 | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| GILEAD | |||||||
| 222 MAIN STREET EXT | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,500 |
| GREGORY T SPAGNOLETTI FOUNDATION | |||||||
| 638 BURRITT STREET | PLAINVILLE | CT | 06479 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| KID CITY | |||||||
| 19 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| LYME YOUTH SERVICE BUREAU | |||||||
| PO BOX 589 | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| MERCY HIGH SCHOOL | |||||||
| 1740 RANDOLPH ROAD | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| MIDDLETOWN GARDEN CLUB | |||||||
| PO BOX 160 | HIGGANUM | CT | 06441 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| MXCC FOUNDATION | |||||||
| 100 TRAINING HILL ROAD | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,100 |
| NEADS | |||||||
| PO BOX 213 | WEST BOYLSTON | MA | 01583 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| NORTH END ACTION TEAM | |||||||
| 15 COLUMBUS AVE | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| NOW I LAY ME DOWN TO SLEEP | |||||||
| 7500 E ARAPAHOE ROAD SUITE 101 | CENTENNIAL | CO | 80112 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 229 KENT STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| RUSHFORD FOUNDATION | |||||||
| 883 PADDOCK AVE | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| SISTER CITIES HAITI | |||||||
| PO BOX 26 | ESSEX | CT | 06426 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| UNITED CHURCHES | |||||||
| 228 MAIN STREET | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| YMCA | |||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $35,000 |
| MEMORIAL SLOAN KETTERING HOSPITAL | |||||||
| 63 THIRD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,850 | 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 | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,898 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,898 | 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 | $2,200 | Amt |
| Net Investment Income | $2,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $54,388 | $54,388 |
| COMCAST | $56,241 | $56,241 |
| DIAGEO FINANCE | $0 | $0 |
| AMERICAN EXP CR | $50,514 | $50,514 |
| JOHN DEERE CAP CP | $25,196 | $25,196 |
| SHERWIN WILLIAM | $0 | $0 |
| DR PEPPER SNAPPL | $50,406 | $50,406 |
| INTEL CORP | $52,076 | $52,076 |
| COLGATE PALMOLIVE | $48,842 | $48,842 |
| JOHN DEERE CAPITAL | $25,886 | $25,886 |
| PEPSICO | $25,651 | $25,651 |
| WELLS FARGO | $51,150 | $51,150 |
| CISCO SYSTEMS | $50,316 | $50,316 |
| GOV OF ONTARIO | $50,809 | $50,809 |
| THE COCA-COLA CO | $52,093 | $52,093 |
| TOTAL FINA ELF | $25,170 | $25,170 |
| UNITED TECH CORP | $50,175 | $50,175 |
| WAL-MART STORES | $52,371 | $52,371 |
| US TREASU NT | $50,477 | $50,477 |
| US TREASU NT | $51,719 | $51,719 |
| FFCB | $52,103 | $52,103 |
| FFLB | $50,021 | $50,021 |
| FHLB | $51,274 | $51,274 |
| FHLB | $51,558 | $51,558 |
| FHBL | $51,253 | $51,253 |
| AMERICAN EXP CR | $50,195 | $50,195 |
| GENERAL ELECTRIC | $50,721 | $50,721 |
| JOHNSON & JOHNSON | $52,193 | $52,193 |
| PFIXER INCORP | $50,354 | $50,354 |
| PROCTER & GAMBLE | $50,561 | $50,561 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,094 SHS JOHNSON & JOHNSON | $204,081 | $204,081 |
| 1,125 SHS ABBOTT LABORATORIES | $55,215 | $55,215 |
| 775 SHS ACCENTURE PLC CL A | $75,005 | $75,005 |
| 1,925 SHS B C E INC NEW | $81,813 | $81,813 |
| 485 SHS BECTON DICKINSON & CO | $68,700 | $68,700 |
| 570 SHS CHUBB CORPORATION | $54,230 | $54,230 |
| 1,200 SHS COLA COLA COMPANY | $47,076 | $47,076 |
| 760 SHS DEERE & CO | $73,758 | $73,758 |
| 600 SHS DIAGEO PLC NEW ADR | $69,624 | $69,624 |
| 500 SHS EXXON MOBIL CORP | $41,600 | $41,600 |
| 2,225 SHS INTEL CORP | $67,673 | $67,673 |
| 520 SHS KIMBERLY-CLARK CORP | $55,104 | $55,104 |
| 700 SHS PHILIP MORRIS INTL INC | $56,119 | $56,119 |
| 600 SHS PROCTER & GAMBLE | $46,944 | $46,944 |
| 630 SHS TOTAL S A ADR | $30,978 | $30,978 |
| 655 SHS UNITED TECHNOLOGIES | $72,659 | $72,659 |
| 1,100 SHS WALGREEN COMPANY | $0 | $0 |
| 1,425 SHS WASTE MGMT INC DEL | $66,049 | $66,049 |
| 380 SHS 3M COMPANY | $58,634 | $58,634 |
| 1,875 SHS AT&T | $66,600 | $66,600 |
| 870 SHS AMERICAN EXPRESS | $67,616 | $67,616 |
| 745 SHS CHEVRON CORPORATION | $71,870 | $71,870 |
| 880 SHS COLGATE-PALMOLIVE CO | $57,561 | $57,561 |
| 885 SHS EMERSON ELECTRIC CO | $49,056 | $49,056 |
| 575 SHS GENERAL DYNAMICS CORP | $0 | $0 |
| 675 SHS GENUINE PARTS CO | $60,433 | $60,433 |
| 870 SHS ILLINOIS TOOL WORKS INC | $79,857 | $79,857 |
| 300 SHS INTL BUSINESS MACHINES | $63,437 | $63,437 |
| 1,695 SHS MICROSOFT CORP | $74,834 | $74,834 |
| 740 SHS RAYTHEON COMPANY NEW | $70,803 | $70,803 |
| 370 SHS SIEMENS A G ADR | $37,566 | $37,566 |
| 990 SHS TORTOISE EGY INFRASTRUCT | $36,541 | $36,541 |
| 1,080 SHS V F CORPORATION | $75,319 | $75,319 |
| 1,300 SHS LOWES | $87,061 | $87,061 |
| 425 SHS P P G INDUSTRIES | $0 | $0 |
| 1,450 SHS WELLS FARGO | $81,548 | $81,548 |
| 940 SHS OMNICOM GROUP | $65,321 | $65,321 |
| 1,445 SHS BB&T CORPORATION | $58,248 | $58,248 |
| 883 SHS GENERAL MILLS INC | $49,201 | $49,201 |
| 354 SHS LOCKHEED MARTIN CORP | $65,809 | $65,809 |
| 615 SHS NESTLE SA ORD | $44,420 | $44,420 |
| 2,400 SHS PFIZER INCORP | $80,472 | $80,472 |
| 10,000 SHS ARGAN INC | $403,300 | $403,300 |
| 2,843 SHS CISCO SYSTEMS INC | $78,069 | $78,069 |
| 1,300 SHS GALLAGHER ARTHUR | $61,490 | $61,490 |
| 2,466 GENERAL ELECTRIC COMPANY | $65,522 | $65,522 |
| 2,275 SHS LEGGETT & PLATT INC | $110,747 | $110,747 |
| 1,600 SHS ORACLE CORP | $64,480 | $64,480 |
| 1,187 JPMORGAN CHASE | $80,431 | $80,431 |
| 475 T ROWE PRICE | $36,922 | $36,922 |
| 1,300 VERIZON COMMUNICATION | $60,593 | $60,593 |
| 751 VISA INC | $50,430 | $50,430 |
| 850 PPG INDUSTRIES | $97,512 | $97,512 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $28,985 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $28,985 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN EXCH TRADED NT | FMV | $0 | $0 |
| ALPS TRUST ETF | FMV | $46,680 | $46,680 |
| DOMINION RES | FMV | $0 | $0 |
| WISDOMTREE EMERGING MKTS | FMV | $18,675 | $18,675 |
| ISHARES TR BARCLAYS BOND | FMV | $0 | $0 |
| ISHARES TRUST | FMV | $0 | $0 |
| ISHARES IBOXX HIGH YIELD | FMV | $29,304 | $29,304 |
| ISHARES 1-3 YEAR CREDIT | FMV | $99,537 | $99,537 |
| JP MORGAN CHASE ALERIAN | FMV | $76,032 | $76,032 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $98 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/BOOK TO TAX ON SALES | Desc |
| Amt | $20,302 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | CategoryTxt |
| Amt | $22,344 | Amt |
| Net Investment Income | $22,344 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $968 | Amt |
| Net Investment Income | $968 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |