PATRICK FOUNDATION TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PATRICK FOUNDATION TR (EIN 06-1519341)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-28
- IRS object ID
- 201431189349100423
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-28T16:11:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061519341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patrick Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John R Patrick | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | 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 | $1,439,477 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $586,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,856 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,583 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,679 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,679 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $245 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,629 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,622 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,622 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,652 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,867 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,148,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,158,927 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,418,610 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,158,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,179,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,439,477 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,158,370 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,179,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,158,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,179,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,158,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,179,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,158,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,424 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,179,794 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,179,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $586,846 | GrossSalesPriceAmt |
| Cost Or Other Basis | $477,990 | CostOrOtherBasisAmt |
| Gain Or Loss | $108,856 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $108,856 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,856 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $119,263 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,358,845 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087768 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,629 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,352,638 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064784 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,851 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,264,406 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064735 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,052 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,144,080 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064726 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,633 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,303,052 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067252 | DistributionYr5Rt |
| Total Distribution | 0.349265 | TotalDistributionRt |
| Average Distribution | 0.069853 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,399,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,781 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,307 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,347 | 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 | $1,307 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,307 | SubtotalAmt |
| Tax Based On Investment Income | $1,307 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,375 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,375 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $68 | OverpaymentAmt |
| Applied To ES Tax | $68 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Tracy Panchelli | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Joanne M Patrick | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| John R Patrick | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,383,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,421,132 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,421,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,399,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,307 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,307 | TotalTaxAmt |
| Distributable Before Adj | $68,684 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,684 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,684 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $109,347 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,307 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,684 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $23,274 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,411 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,883 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,971 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $136,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,347 | QualifyingDistributionsAmt |
| Applied To Current Year | $68,684 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,663 | RemainingDistriFromCorpusAmt |
| Total Corpus | $176,854 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,274 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $153,580 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,411 | ExcessFromYear4Amt |
| Excess From Year3 | $19,652 | ExcessFromYear3Amt |
| Excess From Year2 | $21,883 | ExcessFromYear2Amt |
| Excess From Year1 | $53,971 | ExcessFromYear1Amt |
| Excess From Current Year | $40,663 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN PATRICK | ContributingManagerNm |
| Contributing Manager | JOANNE M PATRICK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE IN RIDGEFIELD INC | |||||||
| PO BOX 1044 | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $500 |
| ABILITY BEYOND DISABILITY INC | |||||||
| 4 BERKSHIRE BLVD | BETHEL | CT | 06801 | N/A | PC | General & Unrestricted | $2,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 42 BROADWAY STE 1724 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $100 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||||
| 301 MASS AVE | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $350 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||||
| 301 MASS AVE | BOSTON | MA | 02115 | N/A | PC | Friends of Tanglewood Program | $350 |
| BOYS & GIRLS CLUB OF RIDGEFIELD | |||||||
| 41 GOVERNOR ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $500 |
| CLASSICAL PUBLIC RADIO NETWORK LLC | |||||||
| 201 3RD ST 12TH FL | SAN FRANCISCO | CA | 94103 | N/A | SO I | General & Unrestricted | $150 |
| CREATIVE CONNECTIONS INC | |||||||
| MATHEWS PARK | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $250 |
| FIRST CONGREGATIONAL CHURCH OF RIDGEFIELD CT | |||||||
| 103 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $8,750 |
| FIRST CONGREGATIONAL CHURCH OF RIDGEFIELD CT | |||||||
| 103 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | Fountain Music Series Program | $250 |
| FIRST CONGREGATIONAL CHURCH OF RIDGEFIELD CT | |||||||
| 103 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | Portugal Home Building | $1,000 |
| FIRST CONGREGATIONAL CHURCH OF RIDGEFIELD CT | |||||||
| 103 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | Capital Campaign | $5,000 |
| FLAGLER AUDITORIUM GOVERNING BOARD INC | |||||||
| PO BOX 755 | BUNNELL | FL | 32110 | N/A | PC | Charitable Event | $250 |
| FOUNDERS HALL FOUNDATION INC | |||||||
| 193 DANBURY RD | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $4,000 |
| FRIENDS OF A1A SCENIC & HISTORIC COASTAL BYWAY Inc | |||||||
| 2175 MIZELL RD | ST AUGUSTINE | FL | 32080 | N/A | PC | General & Unrestricted | $50 |
| FRIENDS OF BETHEL WOODS CENTER FOR THE ARTS INC | |||||||
| PO BOX 311 | LIBERTY | NY | 12754 | N/A | PC | General & Unrestricted | $750 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 187 | BUNNELL | FL | 32110 | N/A | PC | General & Unrestricted | $500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 187 | BUNNELL | FL | 32110 | N/A | PC | Hammock Dunes | $500 |
| JACKSONVILLE SYMPHONY ASSOCIATION | |||||||
| 300 WATER ST STE 200 | JACKSONVILLE | FL | 32202 | N/A | PC | General & Unrestricted | $300 |
| KEELER TAVERN PRESERVATION SOCIETY INC | |||||||
| 132 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $2,000 |
| LAKE WALLENPAUPACK WATERSHED MANAGEMENT DISTRICT | |||||||
| PO BOX 143 | HAWLEY | PA | 18428 | N/A | PC | General & Unrestricted | $100 |
| LEHIGH UNIVERSITY | |||||||
| 622 BRODHEAD AVE | BETHLEHEM | PA | 18015 | N/A | PC | RCEAS Dean's Strategic Initiatives | $6,250 |
| MEALS ON WHEELS OF RIDGEFIELD | |||||||
| 25 GILBERT ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $250 |
| MOVEMBER FOUNDATION | |||||||
| 8559 HIGUERA ST | CULVER CITY | CA | 90232 | N/A | PC | General & Unrestricted | $100 |
| PROSPECTS OPPORTUNITY AND ENRICHMENT INC | |||||||
| 236 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $250 |
| RIDGEFIELD HISTORICAL SOCIETY | |||||||
| 4 SUNSET LN | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $250 |
| RIDGEFIELD LIBRARY ASSOCIATION INC | |||||||
| 472 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $3,500 |
| RIDGEFIELD PLAYHOUSE FOR MOVIES & PERFORMING arts | |||||||
| 80 E RIDGE ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $3,250 |
| RIDGEFIELD SUNRISE COTTAGE FOUNDATION INC | |||||||
| PO BOX 486 | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $250 |
| RIDGEFIELD SYMPHONY ORCHESTRA INC | |||||||
| 90 E RIDGE AVE | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $3,650 |
| RIDGEFIELD VETERANS MEMORIAL COMMUNITY ASSOCIATION | |||||||
| 316 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $250 |
| SUNSYSTEM DEVELOPMENT CORPORATION | |||||||
| 900 HOPE WAY | ALTAMONTE SPG | FL | 32714 | N/A | PC | 20-20 Society Campaign | $1,000 |
| SUNSYSTEM DEVELOPMENT CORP - FL HOSP FLAGLER FUND | |||||||
| 60 MEMORIAL MEDICAL PKWY | PALM COAST | FL | 32164 | N/A | PC | General & Unrestricted | $750 |
| THE BRIDGE TO INDEPENDENCE & CAREER OPPORTUNITIES | |||||||
| 22 EAGLE RD | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $250 |
| THE FAIRFIELD COUNTY COMMUNITY FOUNDATION INC | |||||||
| 383 MAIN AVE 4TH FL | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $500 |
| TOWN OF RIDGEFIELD | |||||||
| 400 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | Holiday Trust Fund | $150 |
| TOWN OF RIDGEFIELD CHIRP Fund | |||||||
| 400 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | CHIRP Fund | $500 |
| TOWN OF RIDGEFIELD Holiday Trust Fund | |||||||
| 400 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | Holiday Trust Fund | $250 |
| UNITED NETWORK FOR ORGAN SHARING | |||||||
| PO BOX 2484 | RICHMOND | VA | 23218 | N/A | PC | General & Unrestricted | $100 |
| UNITED WAY OF WESTERN CONNECTICUT INC | |||||||
| 85 W ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $20,000 |
| VISITING NURSE ASSOCIATION OF RIDGEFIELD INC | |||||||
| 90 E RIDGE | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $3,825 |
| WESTERN CONNECTICUT HEALTH NETWORK FOUNDATION INC | |||||||
| 24 HOSPITAL AVE | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $7,500 |
| WESTERN CONNECTICUT HEALTH NETWORK FOUNDATION INC | |||||||
| 24 HOSPITAL AVE | DANBURY | CT | 06810 | N/A | PC | Research Institute Initiative | $17,500 |
| WESTERN CONNECTICUT YOUTH ORCHESTRA INC | |||||||
| PO BOX 964 | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $100 |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 NEW MONTGOMERY ST 3RD FL | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $150 |
| WOMENS CENTER OF GREATER DANBURY CONN INC | |||||||
| 2 W ST | DANBURY | CT | 06810 | N/A | PC | Charitable Event | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,725 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $140,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,502 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AECOM TECHNOLOGY CORPORATION | $15,944 | $14,715 |
| ARCHER DANIELS MDLND | $12,826 | $15,190 |
| BAIRD CORE PLUS BD FD INSTI CL | $67,060 | $64,141 |
| BECTON DICKINSON & CO | $11,899 | $16,574 |
| CAPITAL ONE FINANCIAL CORP | $19,447 | $30,644 |
| COHEN AND STEERS REALTY SHARES | $13,537 | $14,407 |
| CRANE CO COMMON | $12,562 | $13,450 |
| DANA HOLDING CP | $11,233 | $9,810 |
| DANAHER CORP | $12,108 | $15,440 |
| DOVER CORP | $10,033 | $14,481 |
| DR. REDDY'S LAB LTD | $5,516 | $14,361 |
| ENERGY SELECT SPDR | $9,136 | $17,702 |
| ENI S.P.A. | $9,932 | $12,123 |
| FEDERATED SHORT TERM INCOME FU | $65,982 | $65,079 |
| GOLDMAN SACHS GROUP | $12,376 | $17,726 |
| HOME DEPOT INC. | $3,218 | $12,351 |
| INTERNATIONAL BUSINESS MACHINE | $35,466 | $75,027 |
| INTERNATIONAL PAPER CO. | $13,989 | $14,709 |
| ISHARE MSCI GERMANY | $11,565 | $14,292 |
| JABIL CIRCUIT INC | $7,495 | $8,720 |
| JP MORGAN CHASE & CO | $17,909 | $23,392 |
| KROGER CO | $14,241 | $17,789 |
| LOOMIS SAYLES BOND FUND RETAIL | $49,081 | $53,124 |
| MACY'S INC | $14,909 | $26,700 |
| MEDTRONIC INC | $9,539 | $14,348 |
| METROPOLITAN WEST TOTAL RETURN | $32,867 | $32,650 |
| MFB NORTHERN FDS MULTI MNGR GL | $31,251 | $26,642 |
| MGM RESORTS INTERNATIONAL | $10,273 | $11,760 |
| NIKE INC-CL B | $16,095 | $19,660 |
| NORTHROP GRUMMAN CORP | $8,984 | $22,922 |
| NOVARTIS AG ADR | $7,133 | $8,038 |
| OCCIDENTAL PETROLEUM CORP | $5,235 | $9,510 |
| ORACLE CORP | $10,503 | $11,478 |
| PAYDEN EMERGING MARKETS BOND F | $33,445 | $33,206 |
| PFIZER INC. | $7,035 | $13,784 |
| PIMCO FDS PAC INVT MGMT SER TO | $65,723 | $64,587 |
| PIMCO GLOBAL BOND FUND UNHEDGE | $32,668 | $32,150 |
| POWERSHARES INTERNATIONAL DIVI | $38,214 | $68,153 |
| PPG INDUSTRIES INC | $5,785 | $14,225 |
| RIDGEWORTH FDS INSTI US GVT SE | $65,712 | $65,764 |
| ROYCE TOTAL RETURN FUND | $30,946 | $40,515 |
| SELECT SECTOR SPDR UTILITIES | $10,337 | $10,442 |
| STATE STREET CORPORATION | $14,357 | $18,348 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $6,312 | $10,464 |
| TE CONNECTIVITY LTD | $9,812 | $13,778 |
| TIME WARNER INC. | $12,187 | $13,944 |
| TOTAL FINA ELF S.A. | $11,653 | $12,254 |
| TRAVELERS COMPANIES INC | $15,155 | $27,162 |
| TYCO INTERNATIONAL LTD. | $9,181 | $18,468 |
| VANGUARD INFLATION-PROTECTED S | $28,650 | $25,100 |
| VANGUARD MSCI EMERGING MARKETS | $13,506 | $14,399 |
| VANGUARD MTRL ETF | $10,545 | $12,906 |
| VANGUARD SHORT-TERM CORPORATE | $67,406 | $66,783 |
| VANGUARD SMALL-CAP VALUE ETF | $9,314 | $14,606 |
| VIACOM INC. CL B | $7,513 | $13,101 |
| WALGREEN CO | $9,704 | $10,052 |
| WISDOMTREE INTERNATIONAL DIVID | $23,151 | $27,382 |
| WISDOMTREE INTL S/C DVD FUND | $23,308 | $29,930 |
| WPX ENERGY INC | $7,964 | $8,152 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,512 | $10,512 | |
| Bank Charges | $7 | $7 | |
| Foundation Dues & Memberships | $110 | $110 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,679 | Amt |
| Net Investment Income | $8,679 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2013 | $800 | |
| Foreign Tax Paid | $245 | $245 |