PEACH PIT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PEACH PIT FOUNDATION (EIN 20-2055237)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201203209349100625
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-15T08:50:16-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | 2012-11-13 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3131396 | 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 | 368 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 368 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 90300 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 90300 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6895 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 312628 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6895 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 272563 | TotalRevenueAndExpenses |
| Total Net Investment Income | 97563 | 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 | 13975 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13975 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8910 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 24888 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13975 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 144450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 144450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 169338 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13975 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 144450 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 103225 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 83588 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 175029 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 114046 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 114046 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 149345 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 25842 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 25842 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1941053 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2059088 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2059088 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 517813 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 681566 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 681566 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 171380 | InvestmentsOtherBOY |
| Investments Other EOY | 250854 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 250854 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2954620 | TotalAssetsBOY |
| Total Assets EOY | 3131396 | TotalAssetsEOY |
| Total Assets EOYFMV | 3131396 | 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 | 2954620 | RetainedEarningsBOY |
| Retained Earnings EOY | 3131396 | RetainedEarningsEOY |
| Total Net Assets BOY | 2954620 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3131396 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2954620 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3131396 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2954620 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 103225 | ExcessOfRevenueOverExpenses |
| Other Increases | 73551 | OtherIncreases |
| Subtotal | 3131396 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3131396 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 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 |
|---|---|---|---|---|---|---|---|
| CANADIAN NATL RY CO | P | 2011-02-17 | 2011-11-09 | 38529 | 35891 | 2638 | 2638 |
| CLOROX | P | 2011-07-15 | 18373 | 17586 | 787 | 787 | |
| CLOROX | P | 2011-07-20 | 18763 | 16060 | 2703 | 2703 | |
| FED FARM CR BK | P | 2010-08-23 | 2011-08-29 | 50000 | 50013 | -13 | -13 |
| FED FARM CR BK | P | 2011-03-28 | 2011-08-24 | 25000 | 25045 | -45 | -45 |
| FED HOME LN BK | P | 2010-10-13 | 2011-08-18 | 50000 | 50000 | 0 | 0 |
| CARDINAL HEALTH INC | P | 2010-06-11 | 2011-07-11 | 41168 | 31301 | 9867 | 9867 |
| FED FARM CR BK | P | 2010-10-13 | 2011-12-14 | 25000 | 25669 | -669 | -669 |
| PUBLIC STORAGE | P | 2010-04-12 | 2011-09-30 | 25000 | 25255 | -255 | -255 |
| TELEFONICA SPON ADR | P | 2010-08-03 | 2011-12-21 | 20795 | 28913 | -8118 | -8118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6895 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 72250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2731258 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.026453 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 64600 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1908499 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033849 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 33983 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 983095 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.034567 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 23000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 988081 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.023277 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 16500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 623840 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.026449 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.144595 | TotalDistributionRatio |
| Average Distribution Ratio | 0.028919 | AverageDistributionRatio |
| Net Noncharitable Assets | 3001046 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 86787 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 836 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 87623 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 144450 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 836 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 836 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 836 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9050 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9050 | TotalCreditsAndPayments |
| Overpayment | 8214 | Overpayment |
| Amount Credited To Next Year | 1000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 7214 | 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 | 2812931 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 233816 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3046747 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3046747 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 45701 | CashDeemedCharitable |
| Net Noncharitable Assets | 3001046 | NetNoncharitableAssets |
| Minimum Investment Return | 150052 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 150052 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 836 | TaxBasedOnInvestmentIncome |
| Total Tax | 836 | TotalTax |
| Distributable Amount Before Adj | 149216 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 149216 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 149216 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 144450 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 144450 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 836 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 143614 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 149216 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 126959 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 144450 | QualifyingDistributions |
| Applied To Year1 | 126959 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17491 | 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 | 131725 | 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 |
|---|---|---|---|---|---|---|---|
| MIDDLESEX COUNTY COMMUNITY FOUNDATION | |||||||
| 100 TRAINING MILL RD | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| PAT TILLMAN FOUNDATION | |||||||
| 2141 E BROADWAY SUITE 115 | TEMPE | AZ | 85282 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06450 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| WESLEYANGSAC | |||||||
| 51 GREEN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| ST VINCENT DE PAUL | |||||||
| 617 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| RESTAVEC - FREEDOM ALLIANCE | |||||||
| 17 WINDHAM HILL ROAD | WINDHAM | CT | 06280 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| BIKES FOR KIDS | |||||||
| PO BOX 94 | CENTERBROOK | CT | 06409 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| CHURCH OF THE HOLY ADVENT | |||||||
| PO BOX 536 | CLINTON | CT | 06413 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| AMERICAN LEGION | |||||||
| POST 75 BERNIE OROURKE DRIVE | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| AUTISM SOCIETY | |||||||
| 4340 EAST WEST HWY SUITE 350 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BE THE MATCH FOUNDATION | |||||||
| 3001 BROADWAY ST NE 100 | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| FLORIDA TRAILS ASSOCIATION | |||||||
| C/O MICKEY MILLER/7227 TULANE DR | FORT MEYERS | FL | 33908 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| YOUTH AT WORK | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,100 |
| CHRON'S & COLITIS FOUNDATION | |||||||
| PO BOX 275 | BRANFORD | CT | 06405 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| COGINCHAUG VALLEY EDUCATION FOUNDATION | |||||||
| PO BOX 19 | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,850 |
| 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 | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 34 SHUNPIKE ROAD | CROMWELL | CT | 06416 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,500 |
| BOSTON RONALD MCDONALD HOUSE | |||||||
| 229 KENT STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| MIDDLESEX COUNTY COMMUNITY FOUNDATION | |||||||
| 211 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $40,500 |
| STONINGTON EDUCATION FOUNDATION | |||||||
| PO BOX 1922 | PAWCATUCK | CT | 06379 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| YMCA | |||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| NEADS | |||||||
| PO BOX 213 | WEST BOYLSTON | MA | 01583 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 144450 | 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 | $368 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $90,300 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,895 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $97,563 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 97563 | 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 | 175000 | 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 (14 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA | 54462 | 54462 |
| COMCAST | 58118 | 58118 |
| DIAGEO FINANCE | 52928 | 52928 |
| FPL GROUP CAPTL | 50782 | 50782 |
| GENL ELEC CAP CP | 50577 | 50577 |
| HEWLETT PACKARD | 50145 | 50145 |
| TOTAL CAPTL SA | 26688 | 26688 |
| WESTPAC BKG CP | 50325 | 50325 |
| AMERICAN EXP CR | 51860 | 51860 |
| JOHN DEERE CAP CP | 26643 | 26643 |
| SHERWIN WILLIAM | 52453 | 52453 |
| DR PEPPER SNAPPL | 50813 | 50813 |
| INTEL CORP | 53579 | 53579 |
| PROV OF ONTARIO | 52193 | 52193 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (55 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1600 SHS JOHNSON & JOHNSON | 108096 | 108096 |
| 630 SHS ABBOTT LABORATORIES | 40615 | 40615 |
| 775 SHS ACCENTURE PLC CL A | 46570 | 46570 |
| 1,025 SHS B C E INC NEW | 42230 | 42230 |
| 485 SHS BECTON DICKINSON & CO | 36254 | 36254 |
| 900 SHS CARDINAL HEALTH INC | 0 | 0 |
| 570 SHS CHUBB CORPORATION | 41507 | 41507 |
| 600 SHS COLA COLA COMPANY | 46914 | 46914 |
| 660 SHS CULLEN FROST BANKERS | 37943 | 37943 |
| 500 SHS DEERE & CO | 40435 | 40435 |
| 470 SHS DIAGEO PLC NEW ADR | 48443 | 48443 |
| 1,600.3441 SHS ENBRIDGE ENERGY MGMT | 51163 | 51163 |
| 500 SHS EXXON MOBIL CORP | 42785 | 42785 |
| 1,900 SHS INTEL CORP | 50635 | 50635 |
| 875 SHS JPMORGAN CHASE | 23738 | 23738 |
| 520 SHS KIMBERLY-CLARK CORP | 43560 | 43560 |
| 796.9843 SHS KINDER MORGAN MGMT | 58514 | 58514 |
| 944 SHS KON PHILIPS ELEC NV NEWF | 19552 | 19552 |
| 865 SHS NORTHERN TRUST CORP | 39807 | 39807 |
| 700 SHS PHILIP MORRIS INTL INC | 61082 | 61082 |
| 600 SHS PROCTER & GAMBLE | 36750 | 36750 |
| 1,000 SHS PUBLIC STORAGE | 0 | 0 |
| 630 SHS TOTAL S A ADR | 28319 | 28319 |
| 550 SHS UNITED TECHNOLOGIES | 41542 | 41542 |
| 1,100 SHS WALGREEN COMPANY | 32538 | 32538 |
| 1,125 SHS WASTE MGMT INC DEL | 37575 | 37575 |
| 380 SHS 3M COMPANY | 34048 | 34048 |
| 1,375 SHS AT&T | 49033 | 49033 |
| 400 SHS AIR PROD & CHEMICALS INC | 0 | 0 |
| 870 SHS AMERICAN EXPRESS | 50643 | 50643 |
| 495 SHS CANADIAN NATL RY CO | 0 | 0 |
| 380 SHS CHEVRON CORPORATION | 40090 | 40090 |
| 500 SHS CLOROX | 0 | 0 |
| 440 SHS COLGATE-PALMOLIVE CO | 45804 | 45804 |
| 885 SHS EMERSON ELECTRIC CO | 41223 | 41223 |
| 575 SHS GENERAL DYNAMICS CORP | 37927 | 37927 |
| 675 SHS GENUINE PARTS CO | 40669 | 40669 |
| 700 SHS ILLINOIS TOOL WORKS INC | 37023 | 37023 |
| 300 SHS INTL BUSINESS MACHINES | 58674 | 58674 |
| 7,650 SHS METCASH LTD ORD | 26426 | 26426 |
| 1,390 SHS MICROSOFT CORP | 42520 | 42520 |
| 460 SHS PARKER-HANNIFIN CORP | 35365 | 35365 |
| 1,200 SHS PAYCHEX INC | 37692 | 37692 |
| 740 SHS RAYTHEON COMPANY NEW | 41877 | 41877 |
| 370 SHS SIEMENS A G ADR | 31106 | 31106 |
| 1,180 SHS SYSCO CORPORATION | 35176 | 35176 |
| 1,230 SHS TELEFONICA SPON ADR | 0 | 0 |
| 990 SHS TORTOISE EGY INFRASTRUCT | 39501 | 39501 |
| 270 SHS V F CORPORATION | 36032 | 36032 |
| 680 SHS DU PONT E I DE NEMOUR&CO | 34388 | 34388 |
| 1,300 SHS LOWES | 36972 | 36972 |
| 425 SHS P P G INDUSTRIES | 45101 | 45101 |
| 2,380 SHS STAPLES | 31059 | 31059 |
| 1,450 SHS WELLS FARGO | 48488 | 48488 |
| 940 SHS OMNICOM GROUP | 45684 | 45684 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 25842 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 25842 | 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 | 74419 | 74419 |
| ALPS TRUST ETF | FMV | 47940 | 47940 |
| DOMINION RES | FMV | 25830 | 25830 |
| WISDOMTREE EMERGING MKTS | FMV | 22278 | 22278 |
| ISHARES TR BARCLAYS BOND | FMV | 50261 | 50261 |
| ISHARES TRUST | FMV | 30126 | 30126 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 3 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED LOSS/BOOK TO TAX ON SALES | $70,371 |
| IRS REFUND | $3,180 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | Category |
| Amount | $13,975 | Amount |
| Net Investment Income | 13975 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2011 ESTIMATES | Category |
| Amount | $8,910 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |