PEACH PIT FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PEACH PIT FOUNDATION (EIN 20-2055237)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201240619349100214
- Schema version
- 2010v3.4
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T13:38:42-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JH COHN 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 | 2010-07-01 | 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 | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH SPAGNOLETTI | Name |
| Phone | 8606786000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 2954620 | 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 | 786 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 786 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 73485 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 73485 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 299243 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 486700 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 299243 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 548514 | TotalRevenueAndExpenses |
| Total Net Investment Income | 373514 | 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 | 12515 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12515 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12898 | 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 | 27416 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12515 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 72250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 72250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 99666 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12515 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 448848 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 360999 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 625323 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 175029 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 175029 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 50292 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 149345 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 149345 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1459526 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1941053 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1941053 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 384977 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 517813 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 517813 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 49456 | InvestmentsOtherBOY |
| Investments Other EOY | 171380 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 171380 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2569574 | TotalAssetsBOY |
| Total Assets EOY | 2954620 | TotalAssetsEOY |
| Total Assets EOYFMV | 2954620 | 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 | 2569574 | RetainedEarningsBOY |
| Retained Earnings EOY | 2954620 | RetainedEarningsEOY |
| Total Net Assets BOY | 2569574 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2954620 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2569574 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2954620 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2569574 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 448848 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3018422 | Subtotal |
| Other Decreases | 63802 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2954620 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 8,965 SHS ARGAN INC | P | 2010-08-25 | 69963 | 23578 | 46385 | 46385 |
| 1,200 SHS ARGAN INC | P | 2010-08-24 | 9361 | 3156 | 6205 | 6205 |
| 7,000 SHS ARGAN INC | P | 2010-08-23 | 54610 | 18410 | 36200 | 36200 |
| 7,400 SHS ARGAN INC | P | 2010-08-09 | 63011 | 19462 | 43549 | 43549 |
| 2,900 SHS ARGAN INC | P | 2010-08-06 | 24564 | 7627 | 16937 | 16937 |
| 8,000 SHS ARGAN INC | P | 2010-08-05 | 68408 | 21040 | 47368 | 47368 |
| 3,500 SHS ARGAN INC | P | 2010-08-03 | 28882 | 9205 | 19677 | 19677 |
| 700 SHS ARGAN INC | P | 2010-07-29 | 5826 | 1841 | 3985 | 3985 |
| 6,500 SHS ARGAN INC | P | 2010-07-27 | 56339 | 17095 | 39244 | 39244 |
| 4,600 SHS ARGAN INC | P | 2010-07-26 | 39639 | 12098 | 27541 | 27541 |
| 1,500 SHS ARGAN INC | P | 2010-07-02 | 16097 | 3945 | 12152 | 12152 |
| 50,000 SHS FED FARM CR BK | P | 2010-11-19 | 50000 | 50000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 299243 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 64600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1908499 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.033849 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 33983 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 983095 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.034567 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 988081 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.023277 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 16500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 623840 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.026449 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 8284 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 190439 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043499 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.161641 | TotalDistributionRatio |
| Average Distribution Ratio | 0.032328 | AverageDistributionRatio |
| Net Noncharitable Assets | 2731258 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 88296 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3610 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 91906 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7220 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7220 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7220 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7360 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7360 | TotalCreditsAndPayments |
| Overpayment | 140 | Overpayment |
| Amount Credited To Next Year | 140 | 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 | 2449037 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 323814 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2772851 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2772851 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 41593 | CashDeemedCharitable |
| Net Noncharitable Assets | 2731258 | NetNoncharitableAssets |
| Minimum Investment Return | 136563 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 136563 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7220 | TaxBasedOnInvestmentIncome |
| Total Tax | 7220 | TotalTax |
| Distributable Amount Before Adj | 129343 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 129343 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 129343 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72250 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 72250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 72250 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 129343 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 69866 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72250 | QualifyingDistributions |
| Applied To Year1 | 69866 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2384 | 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 | 126959 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 | $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 | $500 |
| HELO INC | |||||||
| 43 LAK SHORE DRIVE | MIDDLEFIELD | CT | 06455 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,000 |
| MIDDLESEX COUNTY COMMUNITY FOUNDATION | |||||||
| 211 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $11,500 |
| MIDDLESEX HABITAT FOR HUMANITY | |||||||
| 9 PLEASANT STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 |
| PALS DURHAM LIBRARY | |||||||
| 7 MAPLE AVENUE | DURHAM | CT | 06422 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| YMCA | |||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,500 |
| AUTISM SOCIETY NORTHERN VA | |||||||
| 98 N WASHINGTON STREET | FALLS CHURCH | VA | 22046 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| MERCY HIGH SCHOOL ALUMNI | |||||||
| RANDOLPH ROAD | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| MERRIMACK VALLEY HOSPICE | |||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| GREEN STREET ARTS | |||||||
| 57 GREEN STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BANDIT'S PLACE | |||||||
| 70 GRANVILLE ROAD | EAST HARTLAND | CT | 06027 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| NATURE CONSERVATORY OF HAWAII | |||||||
| 923 NUVIANU AVENUE | HONOLULU | HI | 96817 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| WEISS HOSPICE | |||||||
| 28 CRESENT STREET | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| AMAZING GRACE-ST VINCENT DEPAUL | |||||||
| PO BOX 398 | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| HOLE IN THE WALL | |||||||
| 228 SAUGATUCK AVENUE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| OLD LYME HISTORICAL SOCIETY | |||||||
| PO BOX 352 | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| STONINGTON EDUCATION FOUNDATION | |||||||
| PO BOX 1922 | PAWCATUCK | CT | 06379 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| SMILOW CANCER YALE | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| BETHESDA EVANGELICAL MISSION | |||||||
| PO BOX 6060 | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 72250 | 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 | $786 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $73,485 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $299,243 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $373,514 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 373514 | 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 (11 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA | 53407 | 53407 |
| COMCAST | 53641 | 53641 |
| DIAGEO FINANCE | 52326 | 52326 |
| FPL GROUP CAPTL | 51201 | 51201 |
| GENL ELEC CAP CP | 51259 | 51259 |
| HEWLETT PACKARD | 51341 | 51341 |
| TOTAL CAPTL SA | 26023 | 26023 |
| WESTPAC BKG CP | 50903 | 50903 |
| AMERICAN EXP CR | 50137 | 50137 |
| JOHN DEERE CAP CP | 25037 | 25037 |
| SHERWIN WILLIAM | 52538 | 52538 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (51 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3000 SHS INTEL CORP | 0 | 0 |
| 1600 SHS JOHNSON & JOHNSON | 106432 | 106432 |
| 630 SHS ABBOTT LABORATORIES | 33151 | 33151 |
| 775 SHS ACCENTURE PLC CL A | 46826 | 46826 |
| 52,265 SHS | 0 | 0 |
| 1,025 SHS B C E INC NEW | 40272 | 40272 |
| 420 SHS BECTON DICKINSON & CO | 36191 | 36191 |
| 900 SHS CARDINAL HEALTH INC | 40878 | 40878 |
| 570 SHS CHUBB CORPORATION | 35688 | 35688 |
| 600 SHS COLA COLA COMPANY | 40374 | 40374 |
| 540 SHS CULLEN FROST BANKERS | 30699 | 30699 |
| 500 SHS DEERE & CO | 41225 | 41225 |
| 470 SHS DIAGEO PLC NEW ADR | 38479 | 38479 |
| 1,496.9295 SHS ENBRIDGE ENERGY MGMT | 46255 | 46255 |
| 500 SHS EXXON MOBIL CORP | 40690 | 40690 |
| 1,900 SHS INTEL CORP | 42104 | 42104 |
| 875 SHS JPMORGAN CHASE | 24430 | 24430 |
| 520 SHS KIMBERLY-CLARK CORP | 34611 | 34611 |
| 746.2059 SHS KINDER MORGAN MGMT | 48944 | 48944 |
| 944 SHS KON PHILIPS ELEC NV NEWF | 24242 | 24242 |
| 700 SHS NORTHERN TRUST CORP | 32172 | 32172 |
| 700 SHS PHILIP MORRIS INTL INC | 46739 | 46739 |
| 600 SHS PROCTER & GAMBLE | 38142 | 38142 |
| 1,000 SHS PUBLIC STORAGE | 25330 | 25330 |
| 630 SHS TOTAL S A ADR | 36439 | 36439 |
| 550 SHS UNITED TECHNOLOGIES | 48681 | 48681 |
| 1,100 SHS WALGREEN COMPANY | 46706 | 46706 |
| 1,125 SHS WASTE MGMT INC DEL | 41929 | 41929 |
| 380 SHS 3M COMPANY | 36043 | 36043 |
| 1,110 SHS AT&T | 34865 | 34865 |
| 400 SHS AIR PROD & CHEMICALS INC | 38232 | 38232 |
| 870 SHS AMERICAN EXPRESS | 44979 | 44979 |
| 495 SHS CANADIAN NATL RY CO | 39551 | 39551 |
| 380 SHS CHEVRON CORPORATION | 39079 | 39079 |
| 500 SHS CLOROX | 33720 | 33720 |
| 440 SHS COLGATE-PALMOLIVE CO | 38460 | 38460 |
| 600 SHS EMERSON ELECTRIC CO | 33750 | 33750 |
| 500 SHS GENERAL DYNAMICS CORP | 37260 | 37260 |
| 675 SHS GENUINE PARTS CO | 36720 | 36720 |
| 700 SHS ILLINOIS TOOL WORKS INC | 39543 | 39543 |
| 300 SHS INTL BUSINESS MACHINES | 51465 | 51465 |
| 7,650 SHS METCASH LTD ORD | 33989 | 33989 |
| 1,390 SHS MICROSOFT CORP | 36140 | 36140 |
| 460 SHS PARKER-HANNIFIN CORP | 41280 | 41280 |
| 1,200 SHS PAYCHEX INC | 36864 | 36864 |
| 740 SHS RAYTHEON COMPANY NEW | 36889 | 36889 |
| 290 SHS SIEMENS A G ADR | 39884 | 39884 |
| 1,180 SHS SYSCO CORPORATION | 36792 | 36792 |
| 1,230 SHS TELEFONICA SPON ADR | 30123 | 30123 |
| 990 SHS TORTOISE EGY INFRASTRUCT | 37630 | 37630 |
| 370 SHS V F CORPORATION | 40166 | 40166 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 149345 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 149345 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| JP MORGAN EXCH TRADED NT | FMV | 71290 | 71290 |
| ALPS TRUST ETF | FMV | 48120 | 48120 |
| DOMINION RES | FMV | 25749 | 25749 |
| WISDOMTREE EMERGING MKTS | FMV | 26221 | 26221 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS/BOOK TO TAX ON SALES | Description |
| Amount | $63,802 | Amount |
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 Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | Category |
| Amount | $12,515 | Amount |
| Net Investment Income | 12515 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| P/Y RETURN | $5,538 | 0 | 0 |
| 2010 ESTIMATES | $7,360 | 0 | 0 |