PEACH PIT FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PEACH PIT FOUNDATION (EIN 20-2055237)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-13
- IRS object ID
- 201423179349100832
- 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
- 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 | 2014-11-13T15:02:46-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DURHAM | City |
| State | CT | State |
| ZIP Code | 06422 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GRIFFIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603134930 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00641459 | PTIN |
| Phone | 8606786000 | 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 | $5,436,832 | 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 | $1,266,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $110,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,635 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,377,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,904 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,156,761 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $102,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $27,419 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,555 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,555 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,537,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,808,772 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,808,772 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $622,523 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,035,393 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,035,393 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $316,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $334,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $334,112 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,606,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,436,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,436,832 | 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 | $3,606,704 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,436,832 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,606,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,436,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,606,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,436,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,606,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,156,761 | ExcessRevenueOverExpensesAmt |
| Other Increases | $673,367 | OtherIncreasesAmt |
| Subtotal | $5,436,832 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,436,832 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,207 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,351,753 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040041 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $143,614 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,001,046 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047855 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,731,258 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026453 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,908,499 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033849 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,983 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $983,095 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034567 | DistributionYr5Rt |
| Total Distribution | 0.182765 | TotalDistributionRt |
| Average Distribution | 0.036553 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,578,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $167,371 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $968 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $168,339 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $194,300 | 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 | $968 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $968 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $32 | OverpaymentAmt |
| Applied To ES Tax | $32 | 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 | SHARON GRIFFIN | IndividualWithBooksNm |
| Phone | 8603134930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81R CESCA LANE | AddressLine1 |
| City | DURHAM | City |
| State | CT | State |
| ZIP Code | 06422 | 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON GRIFFIN | ||||||||
| 81R CESCA LANE | DURHAM | CT | 06422 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JESSICA GRIFFIN | ||||||||
| 81R CESCA LANE | DURHAM | CT | 06422 | TRUSTEE | 9.00 | $8,500 | $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 | $4,340,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,648,584 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,648,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,578,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $968 | TotalTaxAmt |
| Distributable Before Adj | $227,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $227,975 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $227,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $194,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $968 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $193,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $163,180 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $163,180 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,120 | 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 | $196,855 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CSA COMMUNITY SERVICE | |||||||
| 5 SACRAMENTO ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| NEADS | |||||||
| PO BOX 213 | WEST BOYLSTON | MA | 01583 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,800 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BOSTON MARATHONJIMMY FUND | |||||||
| PO BOX 3595 | BOSTON | MA | 02241 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| DURHAM VOLUNTEER AMBULANCE | |||||||
| PO BOX 207 | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| HELO | |||||||
| 43 LAKE SHORE DRIVE | MIDDLEFIELD | CT | 06455 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| LITERACY VOLUNTEERS VALLEY SHORE | |||||||
| 61 GOODSPEED DRIVE | WESTBROOK | CT | 06498 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| BLUE OCEAN INSTITUE SCHOOL OF MARINE SCIENCE | |||||||
| STONY BROOK UNIVERSITY | STONY BROOK | NY | 11794 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| DISABLED VETS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| UNITED CHURCHES | |||||||
| 228 MAIN STREET | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| CT NATIONAL GURARD FOUNDATION | |||||||
| 360 BROAD STREET | HARTFORD | CT | 06105 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| RUSHFORD FOUNDATION | |||||||
| 883 PADDOCK AVE | MERIDEN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| AMERICAN LEGION | |||||||
| POST 75 BERNIE OROURKE DRIVE | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| AMRICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| CHRON'S & COLITIS FOUNDATION | |||||||
| PO BOX 275 | BRANFORD | CT | 06405 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CHURCH OF THE HOLY ADVENT | |||||||
| PO BOX 536 | CLINTON | CT | 06413 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| COGINCHAUG VALLEY EDUCATION FOUNDATION | |||||||
| PO BOX 19 | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| FEED THE PEOPLE CHARITY | |||||||
| 901 HIGHPOINT DRIVE | ROCKY HILL | CT | 06067 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| GILEAD | |||||||
| PO BOX 1000 | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| MIDDLESEX COUNTY COMMUNITY FOUNDATION | |||||||
| 100 TRAINING MILL RD | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $26,000 |
| MIDDLESEX HABITAT OF HUMANITY OF CT INC | |||||||
| 34 SHUNPIKE ROAD UNIT 24-26 | MIDDLETOWN | CT | 06416 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| MXCC FOUNDATION | |||||||
| 100 TRAINING HILL ROAD | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,500 |
| SISTER CITIES HAITI | |||||||
| PO BOX 26 | ESSEX | CT | 06426 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| YMCA | |||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| WETHERSFIELD EVAGELICAL FREE CHURCH | |||||||
| 511 MAPLE STREET | WETHERSFIELD | CT | 06109 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ALS TDI | |||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| RELAY FOR LIFEAMERICAN CANCER SOCIETY | |||||||
| 2 COMMERSE DRIVE SUITE 110 | BEDFORD | NH | 03110 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| PALS | |||||||
| MAIN STREET | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| COMMUNITY MUSIC SCHOOL | |||||||
| 30 MAIN STREET PO BOX 387 | CENTERBROOK | CT | 06409 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| OLD COLONY HABITAT FOR HUMANITY | |||||||
| 1185 MAIN STREET | ATTLEBORO | MA | 02703 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| GREGORY T SPAGNOLETTI FOUNDATION | |||||||
| 638 BURRITT STREET | PLAINVILLE | CT | 06479 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,300 | 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 | $59 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,694 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GRIFFIN FAMILY CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 81R CESCA LANE | DURHAM | CT | 06422 | $175,000 | Yes (X) |
| WILLIAM F GRIFFIN JR | ||||||
| 2 | 81R CESCA LANE | DURHAM | CT | 06422 | $1,091,600 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $56,408 | $56,408 |
| COMCAST | $57,327 | $57,327 |
| DIAGEO FINANCE | $50,764 | $50,764 |
| AMERICAN EXP CR | $51,313 | $51,313 |
| JOHN DEERE CAP CP | $25,332 | $25,332 |
| SHERWIN WILLIAM | $50,610 | $50,610 |
| DR PEPPER SNAPPL | $50,927 | $50,927 |
| INTEL CORP | $51,717 | $51,717 |
| COLGATE PALMOLIVE | $24,430 | $24,430 |
| JOHN DEERE CAPITAL | $26,167 | $26,167 |
| PEPSICO | $25,397 | $25,397 |
| WELLS FARGO | $25,930 | $25,930 |
| CISCO SYSTEMS | $50,347 | $50,347 |
| GOV OF ONTARIO | $51,460 | $51,460 |
| THE COCA-COLA CO | $52,508 | $52,508 |
| TOTAL FINA ELF | $25,824 | $25,824 |
| UNITED TECH CORP | $50,620 | $50,620 |
| WAL-MART STORES | $52,509 | $52,509 |
| US TREASU NT | $50,063 | $50,063 |
| US TREASU NT | $51,961 | $51,961 |
| FFCB | $50,198 | $50,198 |
| FFLB | $50,997 | $50,997 |
| FHLB | $52,584 | $52,584 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1600 SHS JOHNSON & JOHNSON | $167,392 | $167,392 |
| 1,125 SHS ABBOTT LABORATORIES | $46,013 | $46,013 |
| 775 SHS ACCENTURE PLC CL A | $62,651 | $62,651 |
| 1,925 SHS B C E INC NEW | $87,318 | $87,318 |
| 485 SHS BECTON DICKINSON & CO | $57,376 | $57,376 |
| 570 SHS CHUBB CORPORATION | $52,537 | $52,537 |
| 1,200 SHS COLA COLA COMPANY | $50,832 | $50,832 |
| 760 SHS DEERE & CO | $68,818 | $68,818 |
| 600 SHS DIAGEO PLC NEW ADR | $76,362 | $76,362 |
| 500 SHS EXXON MOBIL CORP | $50,340 | $50,340 |
| 2,225 SHS INTEL CORP | $68,753 | $68,753 |
| 520 SHS KIMBERLY-CLARK CORP | $57,834 | $57,834 |
| 700 SHS PHILIP MORRIS INTL INC | $59,017 | $59,017 |
| 600 SHS PROCTER & GAMBLE | $47,154 | $47,154 |
| 630 SHS TOTAL S A ADR | $45,485 | $45,485 |
| 550 SHS UNITED TECHNOLOGIES | $63,498 | $63,498 |
| 1,100 SHS WALGREEN COMPANY | $81,543 | $81,543 |
| 1,425 SHS WASTE MGMT INC DEL | $63,740 | $63,740 |
| 380 SHS 3M COMPANY | $54,430 | $54,430 |
| 1,875 SHS AT&T | $66,300 | $66,300 |
| 870 SHS AMERICAN EXPRESS | $82,537 | $82,537 |
| 745 SHS CHEVRON CORPORATION | $97,260 | $97,260 |
| 880 SHS COLGATE-PALMOLIVE CO | $59,998 | $59,998 |
| 885 SHS EMERSON ELECTRIC CO | $58,729 | $58,729 |
| 575 SHS GENERAL DYNAMICS CORP | $67,016 | $67,016 |
| 675 SHS GENUINE PARTS CO | $59,265 | $59,265 |
| 700 SHS ILLINOIS TOOL WORKS INC | $61,292 | $61,292 |
| 300 SHS INTL BUSINESS MACHINES | $54,381 | $54,381 |
| 1,695 SHS MICROSOFT CORP | $70,682 | $70,682 |
| 740 SHS RAYTHEON COMPANY NEW | $68,265 | $68,265 |
| 370 SHS SIEMENS A G ADR | $48,910 | $48,910 |
| 990 SHS TORTOISE EGY INFRASTRUCT | $48,956 | $48,956 |
| 1,080 SHS V F CORPORATION | $68,040 | $68,040 |
| 1,300 SHS LOWES | $62,387 | $62,387 |
| 425 SHS P P G INDUSTRIES | $89,314 | $89,314 |
| 1,450 SHS WELLS FARGO | $76,212 | $76,212 |
| 940 SHS OMNICOM GROUP | $66,947 | $66,947 |
| 1,445 SHS BB&T CORPORATION | $56,976 | $56,976 |
| 883 SHS GENERAL MILLS INC | $46,393 | $46,393 |
| 354 SHS LOCKHEED MARTIN CORP | $56,898 | $56,898 |
| 615 SHS NESTLE SA ORD | $47,644 | $47,644 |
| 2,400 SHS PFIZER INCORP | $71,232 | $71,232 |
| 20,000 SHS ARGAN INC | $745,800 | $745,800 |
| 2,843 SHS CISCO SYSTEMS INC | $70,649 | $70,649 |
| 1,300 SHS GALLAGHER ARTHUR | $60,580 | $60,580 |
| 2,466 GENERAL ELECTRIC COMPANY | $64,806 | $64,806 |
| 1,615 SHS LEGGETT & PLATT INC | $55,362 | $55,362 |
| 1,600 SHS ORACLE CORP | $64,848 | $64,848 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $28,555 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $28,555 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN EXCH TRADED NT | FMV | $100,570 | $100,570 |
| ALPS TRUST ETF | FMV | $57,000 | $57,000 |
| DOMINION RES | FMV | $22,967 | $22,967 |
| WISDOMTREE EMERGING MKTS | FMV | $22,291 | $22,291 |
| ISHARES TR BARCLAYS BOND | FMV | $99,868 | $99,868 |
| ISHARES TRUST | FMV | $31,416 | $31,416 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC | $48 | $0 | $0 |
| MARKETING | $719 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/BOOK TO TAX ON SALES | Description |
| Amount | $673,367 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARLES SCHWAB | $13,874 | $13,874 | $0 |
| CHARLES SCHWAB | $30 | $30 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $962 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |