BARBOURTOWN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BARBOURTOWN FOUNDATION (EIN 46-1567892)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-10-10
- IRS object ID
- 201412839349100601
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-10T10:13:13-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271820 | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06127 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | 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 | BusinessNameLine1 |
| 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 LLC PO BOX 271820 | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06127 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK L STANLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603134930 | PhoneNum |
| Signature | 2014-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL J DEROSIER | PreparerPersonNm |
| PTIN | P01246704 | PTIN |
| Phone | 8603134926 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $597,512 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,169 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,169 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,912 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,093 | 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 |
| Taxes Rev And Expnss | $516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $37 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $37 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,431 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,431 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,858 | CashBOYAmt |
| Cash EOY | $38,313 | CashEOYAmt |
| Cash EOYFMV | $38,313 | CashEOYFMVAmt |
| Corporate Stock BOY | $411,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $425,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $559,199 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $478,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $463,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $597,512 | 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 | $478,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $463,530 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $478,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $463,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $478,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $463,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $478,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $463,530 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $463,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHS. HELMERICH & PAYNE INC. | D | 1999-02-24 | 2014-03-13 | $9,893 | $628 | $9,265 | $9,265 |
| 100 SHS. MCDONALD'S CORP | D | 2009-10-15 | 2014-03-13 | $9,495 | $5,860 | $3,635 | $3,635 |
| 100 SHS. MONSANTO CO NEW | D | 2012-09-12 | 2014-03-13 | $11,265 | $8,916 | $2,349 | $2,349 |
| 500 SHS. NUANCE COMMUNICATIONS INC. | D | 2007-03-28 | 2014-03-13 | $7,489 | $7,826 | -$337 | -$337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,912 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $598,957 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $574,231 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $206 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,400 | 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 | $206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $250 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Overpayment | $44 | OverpaymentAmt |
| Applied To ES Tax | $44 | 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 PO BOX 271820 | AddressLine1 |
| City | W HTFD | City |
| State | CT | State |
| ZIP Code | 06127 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $525,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $582,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $582,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $574,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $206 | TotalTaxAmt |
| Distributable Before Adj | $28,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,506 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $206 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,194 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,758 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,758 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,642 | 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 | $17,864 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCIENT BURYING GROUND ASSOCIATION INC | |||||||
| PO BOX 347 | HARTFORD | CT | 06141 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| CANTON HISTORICAL SOCIETY INC | |||||||
| 11 FRONT STREET | COLLINSVILLE | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| CANTON LAND CONSERVATION TRUST INC | |||||||
| PO BOX 41 | CANTON CENTER | CT | 06020 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $700 |
| COLLINSVILLE VOLUNTEER FIRE DEPARTMENT INCORPORATED | |||||||
| 51 RIVER STREET PO BOX 281 | COLLINSVILLE | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| CONNECTICUT FOREST & PARK ASSOCIATION INCORPORATED | |||||||
| 16 MERIDEN ROAD | ROCKFALL | CT | 06481 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,500 |
| FARMINGTON RIVER WATERSHED ASSOCIATION INC | |||||||
| 749 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| 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 |
| FRIENDS OF CANTON PUBLIC LIBRARY | |||||||
| PO BOX 136 | CANTON | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| GARDEN CONSERVANCY INC | |||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| GARRISON FOREST SCHOOL INC | |||||||
| 300 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| KNOX PARKS FOUNDATION INC | |||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,000 |
| 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 | $500 |
| 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 | $1,000 |
| 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 | $400 |
| NEW ENGLAND WILD FLOWER SOCIETY | |||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $300 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 200TH STREET KAZIMIROFF BLVD | BRONX | NY | 10458 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| NORTHWEST CONSERVATION DISTRICT INC | |||||||
| 1185 NEW LITCHFIELD STREET | TORRINGTON | CT | 06790 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $500 |
| RENBROOK SCHOOL INCORPORATED | |||||||
| 2865 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $1,000 |
| ROARING BROOK NATURE CENTER | |||||||
| 70 GRACEY ROAD | CANTON | CT | 06019 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $2,500 |
| SALVATION ARMY SOUTHERN NEW ENGLAND DIVISION | |||||||
| 855 ASYLUM AVENUE | HARTFORD | CT | 06105 | NONE | PUBLIC | CURRENT USE FOR GENERAL CHARITABLE PURPOSES | $200 |
| 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 | $300 |
| 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 | $23,400 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,169 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,411 | 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 (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 SHS. AMAZON. COM INC. | $24,831 | $31,255 |
| 150 SHS. APACHE CORP | $11,736 | $13,983 |
| 200 SHS. APTARGROUP INC. | $9,554 | $13,318 |
| 600 SHS. BANK OF THE OZARKS INC. | $20,400 | $35,424 |
| 100 SHS. CATERPILLAR INC. | $8,766 | $10,223 |
| 400 SHS. CHURCH & DWIGHT CO INC | $21,456 | $27,692 |
| 700 SHS. EMERSON ELECTRIC CO. | $36,869 | $46,711 |
| 400 SHS. EXPRESS SCRIPTS HLDG CO | $21,344 | $28,588 |
| 25 SHS. GOOGLE INC. CL A | $8,856 | $14,291 |
| 1,000 SHS. HANCOCK HOLDING CO | $31,730 | $33,780 |
| 600 SHS. LINCOLN ELEC HOLDINGS NEW | $28,836 | $39,414 |
| 200 SHS. PALL CORP | $12,046 | $16,948 |
| 950 SHS. PATRIOT TRANSN HLDG | $25,270 | $32,272 |
| 400 SHS. STERICYCLE INC. | $37,312 | $45,748 |
| 200 SHS. THERMO FISHER SCIENTIFIC INC. | $12,684 | $23,382 |
| 25 SHS. GOOGLE INC. CL C | $8,828 | $13,997 |
| 50 SHS. GRAINGER W W INC | $12,812 | $12,919 |
| 400 SHS. HELMERICH & PAYNE INC. | $22,404 | $43,980 |
| 100 SHS. MCDONALD'S CORP | $8,872 | $10,143 |
| 100 SHS. MONSANTO CO NEW | $9,399 | $12,185 |
| 400 SHS. NATL BANK CDA MONTREAL QUE CANADA ORD CAD | $15,539 | $16,794 |
| 250 SHS. NIELSEN HOLDINGS BV EUR | $11,759 | $12,065 |
| 175 SHS. NOBLE ENERGY INC. | $12,172 | $12,612 |
| 150 SHS. SAP AG SPON ADR | $11,742 | $11,475 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BRADLEY FOSTER & SARGENT - MANAGEMENT FEES | $1,379 | $1,379 | $0 |
| UNITED STATES POST OFFICE - FEE FOR POST OFFICE BOX | $52 | $52 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $224 | $0 | $0 |
| INTERNAL REVENUE SERVICE - EXCISE TAX FYE 5/31/13 | $42 | $0 | $0 |
| INTERNAL REVENUE SERVICE - ESTIMATED EXCISE TAX FYE 5/31/14 | $250 | $0 | $0 |