PEACH PIT FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: PEACH PIT FOUNDATION (EIN 20-2055237)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-11-14
IRS object ID: 201313189349101041
Schema version: 2012v2.1
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-14T14:26:43-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	221478099	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COHNREZNICK LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	76 BATTERSON PARK ROAD	AddressLine1
City	FARMINGTON	City
State	CT	State
ZIP Code	06032	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	202055237	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PEACH PIT FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PEAC	NameControl
Phone	8603134930	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	WILLIAM GRIFFIN	Name
Title	TRUSTEE	Title
Phone	8603134930	Phone
Date Signed	2013-10-07	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH SPAGNOLETTI	Name
PTIN	P00641459	PTIN
Phone	8606786000	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	3606704	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	175000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	97	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	97	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	101322	DividendsRevAndExpnss
Dividends Net Invst Incm	101322	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	10134	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	404405	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	10134	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	3734	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Total Revenue And Expenses	290287	TotalRevenueAndExpenses
Total Net Investment Income	111553	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	2000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	15259	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	15259	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1810	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	92	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	19161	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	15259	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	135170	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	135170	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	154331	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	15259	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	135170	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	135956	ExcessOfRevenueOverExpenses
Net Investment Income	96294	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash EOY	-1	CashEOY
Cash EOYFMV	-1	CashEOYFMV
Savings And Temp Cash Invst BOY	114046	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	102359	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	102359	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	25842	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	27419	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	27419	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	2059088	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2537619	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2537619	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	681566	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	622523	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	622523	InvestmentsCorpBondsEOYFMV
Investments Other BOY	250854	InvestmentsOtherBOY
Investments Other EOY	316785	InvestmentsOtherEOY
Investments Other EOYFMV	316785	InvestmentsOtherEOYFMV
Total Assets BOY	3131396	TotalAssetsBOY
Total Assets EOY	3606704	TotalAssetsEOY
Total Assets EOYFMV	3606704	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	3131396	RetainedEarningsBOY
Retained Earnings EOY	3606704	RetainedEarningsEOY
Total Net Assets BOY	3131396	TotalNetAssetsBOY
Total Net Assets EOY	3606704	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3131396	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3606704	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3131396	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	135956	ExcessOfRevenueOverExpenses
Other Increases	339352	OtherIncreases
Subtotal	3606704	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	3606704	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
KON PHILLIPS ELEC NV NEWF	P	2012-05-02	2012-07-18	997	882	115	115
KON PHILLIPS ELEC NV NEWF	P	2010-06-21	2012-07-18	18125	29999	-11874	-11874
KON PHILLIPS ELEC NV NEWF	P	2011-04-04	2012-07-18	696	1013	-317	-317
HEWLETT-PACKARD	P	2010-02-11	2012-08-15	50000	51543	-1543	-1543
WESTPAC BKG CP	P	2010-02-09	2012-11-19	50000	50305	-305	-305
FED FARM CR BK	P	2012-07-19	2013-01-17	25000	25205	-205	-205
GEN ELEC CAP CP	P	2010-03-30	2013-08-01	50000	50659	-659	-659
MEDTCASH LTD ORD	P	2010-10-08	2013-01-09	27158	33035	-5877	-5877
PARKER-HANNIFIN COPP	P	2010-08-20	2013-03-08	44927	29075	15852	15852
KON PHILLIPS ELEC NV NEWF	P	2012-05-02	2012-05-31	8	8	0	0
AIR PROD & CHEM INC	P	2010-08-16	2012-05-22	31977	30368	1609	1609
DU PONT E I DE NEMOUR	P	2011-07-11	2013-06-12	36976	37164	-188	-188
CULLEN FROST BANKERS	P		2013-06-14	41943	38425	3518	3518
ABBVIE INC	P	2010-05-03	2013-06-24	26598	16590	10008	10008

Field	Value	IRS element (for citing)
Capital Gain Net Income	10134	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	143614	QualifyingDistributionsYear1
Noncharitable Assets Year1	3001046	NoncharitableAssetsYear1
Distribution Ratio Year1	0.047855	DistributionRatioYear1
Qualifying Distributions Year2	72250	QualifyingDistributionsYear2
Noncharitable Assets Year2	2731258	NoncharitableAssetsYear2
Distribution Ratio Year2	0.026453	DistributionRatioYear2
Qualifying Distributions Year3	64600	QualifyingDistributionsYear3
Noncharitable Assets Year3	1908499	NoncharitableAssetsYear3
Distribution Ratio Year3	0.033849	DistributionRatioYear3
Qualifying Distributions Year4	33983	QualifyingDistributionsYear4
Noncharitable Assets Year4	983095	NoncharitableAssetsYear4
Distribution Ratio Year4	0.034567	DistributionRatioYear4
Qualifying Distributions Year5	23000	QualifyingDistributionsYear5
Noncharitable Assets Year5	988081	NoncharitableAssetsYear5
Distribution Ratio Year5	0.023277	DistributionRatioYear5
Total Distribution Ratio	0.166001	TotalDistributionRatio
Average Distribution Ratio	0.033200	AverageDistributionRatio
Net Noncharitable Assets	3351753	NetNoncharitableAssets
Adjusted Noncharitable Assets	111278	AdjustedNoncharitableAssets
One Percent Net Investment Income	963	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	112241	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	135170	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	963	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	963	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	963	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1000	TotalCreditsAndPayments
Overpayment	37	Overpayment
Amount Credited To Next Year	37	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	CT	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	SHARON GRIFFIN	BooksInCareOfPersonName
Books In Care Of Phone Number	8603134930	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

Field	Value	IRS element (for citing)
Person Name	SHARON GRIFFIN	PersonName

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

Field	Value	IRS element (for citing)
Title	TRUSTEE	Title
Avg Hours Per Wk Devoted To Position	0.00	AvgHoursPerWkDevotedToPosition
Compensation	0	Compensation
Contri To Empl Benefit Plans Etc	0	ContriToEmplBenefitPlansEtc
Expense Account Other Allowances	0	ExpenseAccountOtherAllowances

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	3211547	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	191248	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	3402795	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	3402795	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	51042	CashDeemedCharitable
Net Noncharitable Assets	3351753	NetNoncharitableAssets
Minimum Investment Return	167588	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	167588	MinimumInvestmentReturn
Tax Based On Investment Income	963	TaxBasedOnInvestmentIncome
Total Tax	963	TotalTax
Distributable Amount Before Adj	166625	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	166625	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	166625	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	135170	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	135170	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	963	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	134207	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	166625	DistributableAmountAsAdjusted
Undistributed Income Prior Year	131725	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	135170	QualifyingDistributions
Applied To Year1	131725	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	3445	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	163180	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
NMSS MULTIPLE SCLEROSIS
PO BOX 845945	BOSTON	MA	022845945	NONE	PUBLIC CHARITY	GENERAL FUND	$500
ROCKVILLE UNITED METHODIST CHURCH
4386 N 6TH STREET	HARRISBURG	PA	17110	NONE	PUBLIC CHARITY	GENERAL FUND	$3,000
MXCC FOUNDATION
100 TRAINING HILL ROAD	MIDDLETOWN	CT	06457	NONE	PUBLIC CHARITY	GENERAL FUND	$2,500
AMERICAN CANCER SOCIETY
825 BROOK STREET	ROCKY HILL	CT	06067	NONE	PUBLIC CHARITY	GENERAL FUND	$1,000
BUSINESS INDUSTRIES CHAMBER OF COMMERCE
233 MAIN STREET	MIDDLETOWN	CT	06457	NONE	PUBLIC CHARITY	GENERAL FUND	$5,000
HAYMAKERS FOR HOPE
281 SUMMER STREET	BOSTON	MA	02210	NONE	PUBLIC CHARITY	GENERAL FUND	$1,000
MERCY
1740 RANDOLPH ROAD	MIDDLETOWN	CT	06457	NONE	PUBLIC CHARITY	GENERAL FUND	$2,000
COVERED BRIDGES
PO BOX 722	WOODSTOCK	VT	05091	NONE	PUBLIC CHARITY	GENERAL FUND	$1,000
AMRICAN HEART ASSOCIATION
7272 GREENVILLE AVE	DALLAS	TX	75231	NONE	PUBLIC CHARITY	GENERAL FUND	$250
AMERICAN LEGION
POST 75 BERNIE OROURKE DRIVE	MIDDLETOWN	CT	06457	NONE	PUBLIC CHARITY	GENERAL FUND	$3,000
CHRON'S & COLITIS FOUNDATION
PO BOX 275	BRANFORD	CT	06405	NONE	PUBLIC CHARITY	GENERAL FUND	$2,000
CHURCH OF THE HOLY ADVENT
PO BOX 536	CLINTON	CT	06413	NONE	PUBLIC CHARITY	GENERAL FUND	$7,500
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	$500
GILEAD
PO BOX 1000	MIDDLETOWN	CT	06457	NONE	PUBLIC CHARITY	GENERAL FUND	$1,700
MIDDLESEX COUNTY COMMUNITY FOUNDATION
100 TRAINING MILL RD	MIDDLETOWN	CT	06457	NONE	PUBLIC CHARITY	GENERAL FUND	$21,220
MIDDLESEX UNITED WAY
100 RIVERVIEW CENTER	MIDDLETOWN	CT	06450	NONE	PUBLIC CHARITY	GENERAL FUND	$5,000
BETHESDA EVANGELEIST MINISTRY
PO BOX 19	DURHAM	CT	06422	NONE	PUBLIC CHARITY	GENERAL FUND	$3,000
YMCA
99 UNION STREET	MIDDLETOWN	CT	06457	NONE	PUBLIC CHARITY	GENERAL FUND	$15,000
SISTER CITIES HAITI
PO BOX 26	ESSEX	CT	06426	NONE	PUBLIC CHARITY	GENERAL FUND	$2,500
MICHAEL J FOX FOUNDATION
PO BOX 4777	NEW YORK	NY	10163	NONE	PUBLIC CHARITY	GENERAL FUND	$2,500
MIDDLESEX HABITAT OF HUMANITY OF CT INC
34 SHUNPIKE ROAD UNIT 24-26	MIDDLETOWN	CT	06416	NONE	PUBLIC CHARITY	GENERAL FUND	$52,500
PINE STREET INN SHELTER
444 HARRISON AVE	BOSTON	MA	02118	NONE	PUBLIC CHARITY	GENERAL FUND	$1,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	135170	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$97	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$101,322	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$10,134	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	IRS REFUND	Description
Business Code	900099	BusinessCode
Unrelated Business Income	$3,734	UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$3,734	UnrelatedBusinessIncomeAmount
Exclusion	$111,553	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	115287	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	GRIFFIN FAMILY CHARITABLE LEAD ANNUITY TRUST	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	90000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEE	Category
Amount	$2,000	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (18 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
BANK OF AMERICA	55978	55978
COMCAST	57042	57042
DIAGEO FINANCE	51942	51942
FPL GROUP CAPTL	50331	50331
GENL ELEC CAP CP	0	0
HEWLETT PACKARD	0	0
TOTAL CAPTL SA	26183	26183
WESTPAC BKG CP	0	0
AMERICAN EXP CR	51901	51901
JOHN DEERE CAP CP	24884	24884
SHERWIN WILLIAM	51755	51755
DR PEPPER SNAPPL	50293	50293
INTEL CORP	50157	50157
PROV OF ONTARIO	51924	51924
COLGATE PALMOLIVE	23584	23584
JOHN DEERE CAPITAL	26002	26002
PEPSICO	24669	24669
WELLS FARGO	25878	25878

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (56 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
1600 SHS JOHNSON & JOHNSON	137376	137376
1,125 SHS ABBOTT LABORATORIES	39240	39240
775 SHS ACCENTURE PLC CL A	55768	55768
1,025 SHS B C E INC NEW	42046	42046
485 SHS BECTON DICKINSON & CO	47933	47933
570 SHS CHUBB CORPORATION	48251	48251
1,200 SHS COLA COLA COMPANY	48131	48131
660 SHS CULLEN FROST BANKERS	0	0
500 SHS DEERE & CO	40625	40625
470 SHS DIAGEO PLC NEW ADR	54027	54027
1,716.5870 SHS ENBRIDGE ENERGY MGMT	51978	51978
500 SHS EXXON MOBIL CORP	45175	45175
2,225 SHS INTEL CORP	53912	53912
875 SHS JPMORGAN CHASE	22216	22216
520 SHS KIMBERLY-CLARK CORP	50513	50513
847.7663 SHS KINDER MORGAN MGMT	70865	70865
944 SHS KON PHILIPS ELEC NV NEWF	0	0
865 SHS NORTHERN TRUST CORP	50084	50084
700 SHS PHILIP MORRIS INTL INC	60633	60633
600 SHS PROCTER & GAMBLE	46194	46194
630 SHS TOTAL S A ADR	30681	30681
550 SHS UNITED TECHNOLOGIES	51117	51117
1,100 SHS WALGREEN COMPANY	48620	48620
1,125 SHS WASTE MGMT INC DEL	45371	45371
380 SHS 3M COMPANY	41553	41553
1,375 SHS AT&T	48674	48674
870 SHS AMERICAN EXPRESS	65041	65041
380 SHS CHEVRON CORPORATION	44969	44969
880 SHS COLGATE-PALMOLIVE CO	50415	50415
885 SHS EMERSON ELECTRIC CO	48268	48268
575 SHS GENERAL DYNAMICS CORP	45040	45040
675 SHS GENUINE PARTS CO	52697	52697
700 SHS ILLINOIS TOOL WORKS INC	48419	48419
300 SHS INTL BUSINESS MACHINES	57333	57333
7,650 SHS METCASH LTD ORD	0	0
1,695 SHS MICROSOFT CORP	58554	58554
460 SHS PARKER-HANNIFIN CORP	0	0
1,455 SHS PAYCHEX INC	53122	53122
740 SHS RAYTHEON COMPANY NEW	48929	48929
370 SHS SIEMENS A G ADR	37485	37485
1,180 SHS SYSCO CORPORATION	40309	40309
990 SHS TORTOISE EGY INFRASTRUCT	46035	46035
270 SHS V F CORPORATION	52126	52126
680 SHS DU PONT E I DE NEMOUR&CO	0	0
1,300 SHS LOWES	53170	53170
425 SHS P P G INDUSTRIES	62224	62224
2,380 SHS STAPLES	37771	37771
1,450 SHS WELLS FARGO	59842	59842
940 SHS OMNICOM GROUP	59098	59098
870 SHS BALL CORPORATION	36140	36140
1,445 SHS BB&T CORPORATION	48957	48957
700 SHS COACH	39963	39963
883 SHS GENERAL MILLS INC	42852	42852
354 SHS LOCKHEED MARTIN CORP	38395	38395
615 SHS NESTLE SA ORD	40268	40268
1,400 SHS PFIZER INCORP	39214	39214

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	27419	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	27419	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (6 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
JP MORGAN EXCH TRADED NT	FMV	89549	89549
ALPS TRUST ETF	FMV	53550	53550
DOMINION RES	FMV	23661	23661
WISDOMTREE EMERGING MKTS	FMV	20782	20782
ISHARES TR BARCLAYS BOND	FMV	99253	99253
ISHARES TRUST	FMV	29990	29990

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	MISC	Description
Revenue And Expenses Per Books	92	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	IRS REFUND	Description
Revenue And Expenses Per Books	3734	RevenueAndExpensesPerBooks
Adjusted Net Income	3734	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAIN/BOOK TO TAX ON SALES	Description
Amount	$339,352	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	CHARLES SCHWAB	Category
Amount	$15,259	Amount
Net Investment Income	15259	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	IRS	Category
Amount	$1,810	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps