SILAS C BEERS UW CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SILAS C BEERS UW CHARITABLE TR (EIN 77-6259773)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202601279349100040
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T11:01:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG U S LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 WALNUT ST SUITE 04-100 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 776259773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILAS C BEERS UW CHARITABLE TRUST UAD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEER | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 74 | AddressLine1Txt |
| City | CORNWALL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H KEARNS J MARKOW | PersonNm |
| Person Title | CO-TRUSTEES | PersonTitleTxt |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRANDON JONES | PreparerPersonNm |
| PTIN | P03077692 | PTIN |
| Phone | 8164745200 | PhoneNum |
| Preparation | 2026-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,783,258 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $48,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,094 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $13,997 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $151,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,994 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $268 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $200 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $66 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,136 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $852 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $284 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $420 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $14,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,163 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,721 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,071 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,192 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,192 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,154 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,213,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,236,713 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,719,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,272,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,300,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,783,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,272,006 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,300,867 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,272,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,300,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,272,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,300,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,272,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,703 | OtherIncreasesAmt |
| Subtotal | $1,302,652 | SubtotalAmt |
| Other Decreases | $1,785 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,300,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 91.588 DODGE & COX INCOME FUND | 2018-09-14 | 2025-02-26 | $1,165 | $1,232 | -$67 | -$67 | |
| 742.231 DODGE & COX INCOME FUND | 2018-09-14 | 2025-04-07 | $9,315 | $9,983 | -$668 | -$668 | |
| 175.634 DODGE & COX INCOME FUND | 2018-09-14 | 2025-09-11 | $2,285 | $2,344 | -$59 | -$59 | |
| 8.23 DRIEHAUS EMERGING MARKETS GROWTH FUND INST | 2021-05-03 | 2025-05-16 | $325 | $412 | -$87 | -$87 | |
| 8.579 DRIEHAUS EMERGING MARKETS GROWTH FUND INST | 2021-05-03 | 2025-08-25 | $370 | $429 | -$59 | -$59 | |
| 5.992 DRIEHAUS EMERGING MARKETS GROWTH FUND INST | 2021-05-03 | 2025-09-11 | $270 | $300 | -$30 | -$30 | |
| 30. INVESCO S&P 500 QUALITY ETF | 2023-10-24 | 2025-02-26 | $2,100 | $1,496 | $604 | $604 | |
| 32. INVESCO S&P 500 QUALITY ETF | 2023-10-24 | 2025-05-16 | $2,237 | $1,596 | $641 | $641 | |
| 66. ISHARES CORE S&P MID-CAP ETF | 2018-09-14 | 2025-05-16 | $4,056 | $2,699 | $1,357 | $1,357 | |
| 311. ISHARES CORE S&P MID-CAP ETF | 2018-09-14 | 2025-08-25 | $20,184 | $12,716 | $7,468 | $7,468 | |
| 325. ISHARES CORE S&P MID-CAP ETF | 2019-04-10 | 2025-08-25 | $21,093 | $12,640 | $8,453 | $8,453 | |
| 65. ISHARES CORE S&P MID-CAP ETF | 2019-07-26 | 2025-08-25 | $4,219 | $2,582 | $1,637 | $1,637 | |
| 145. ISHARES CORE S&P MID-CAP ETF | 2020-06-04 | 2025-08-25 | $9,411 | $5,342 | $4,069 | $4,069 | |
| 95. ISHARES CORE S&P MID-CAP ETF | 2020-10-20 | 2025-08-25 | $6,166 | $3,791 | $2,375 | $2,375 | |
| 85. ISHARES CORE S&P MID-CAP ETF | 2021-05-03 | 2025-08-25 | $5,517 | $4,674 | $843 | $843 | |
| 15. ISHARES CORE S&P MID-CAP ETF | 2021-06-11 | 2025-08-25 | $974 | $828 | $146 | $146 | |
| 50. ISHARES CORE S&P MID-CAP ETF | 2022-02-02 | 2025-08-25 | $3,245 | $2,663 | $582 | $582 | |
| 55. ISHARES CORE S&P MID-CAP ETF | 2025-02-26 | 2025-08-25 | $3,570 | $3,436 | $134 | $134 | |
| 96. ISHARES CORE S&P MID-CAP ETF | 2025-04-07 | 2025-08-25 | $6,230 | $5,057 | $1,173 | $1,173 | |
| 11. ISHARES CORE S&P SMALL-CAP ETF | 2021-05-03 | 2025-05-16 | $1,188 | $1,232 | -$44 | -$44 | |
| 25. ISHARES CORE S&P SMALL-CAP ETF | 2021-05-03 | 2025-08-25 | $2,948 | $2,799 | $149 | $149 | |
| 228. ISHARES CORE S&P SMALL-CAP ETF | 2021-06-11 | 2025-08-25 | $26,886 | $26,002 | $884 | $884 | |
| 22. ISHARES CORE S&P SMALL-CAP ETF | 2025-02-26 | 2025-08-25 | $2,594 | $2,495 | $99 | $99 | |
| 27. ISHARES CORE S&P SMALL-CAP ETF | 2025-04-07 | 2025-08-25 | $3,184 | $2,538 | $646 | $646 | |
| 46.042 MFS CORE EQUITY FUND CLASS I | 2021-12-10 | 2025-05-16 | $2,565 | $2,315 | $250 | $250 | |
| 23.372 MFS CORE EQUITY FUND CLASS I | 2021-12-10 | 2025-08-25 | $1,385 | $1,175 | $210 | $210 | |
| 7.079 MFS CORE EQUITY FUND CLASS I | 2021-12-10 | 2025-09-11 | $430 | $356 | $74 | $74 | |
| 133.296 PIMCO STOCKPLUS INTL FUND | 2023-10-24 | 2025-02-26 | $1,205 | $1,024 | $181 | $181 | |
| 31.579 PIMCO STOCKPLUS INTL FUND | 2023-10-24 | 2025-08-25 | $300 | $243 | $57 | $57 | |
| 120.083 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | 2018-09-14 | 2025-02-26 | $1,160 | $1,246 | -$86 | -$86 | |
| 1045.218 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | 2018-09-14 | 2025-04-07 | $10,055 | $10,849 | -$794 | -$794 | |
| 156.663 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | 2018-09-14 | 2025-09-11 | $1,540 | $1,618 | -$78 | -$78 | |
| 162.447 VANGUARD DEVELOPED MKTS IDX | 2018-09-14 | 2025-02-26 | $2,695 | $2,226 | $469 | $469 | |
| 382.42 VANGUARD DEVELOPED MKTS IDX | 2018-09-14 | 2025-05-16 | $6,700 | $5,239 | $1,461 | $1,461 | |
| 355.402 VANGUARD DEVELOPED MKTS IDX | 2018-09-14 | 2025-08-25 | $6,710 | $4,869 | $1,841 | $1,841 | |
| 331.888 VANGUARD SHORT TERM CP ADMIRAL SHARES | 2018-09-14 | 2025-02-26 | $3,445 | $3,468 | -$23 | -$23 | |
| 2741.795 VANGUARD SHORT TERM CP ADMIRAL SHARES | 2018-09-14 | 2025-04-07 | $28,405 | $28,652 | -$247 | -$247 | |
| 200.948 VANGUARD SHORT TERM CP ADMIRAL SHARES | 2018-09-14 | 2025-09-11 | $2,120 | $2,094 | $26 | $26 | |
| 24.165 VANGUARD EMERGING MKTS INDEX | 2018-09-14 | 2025-04-07 | $825 | $821 | $4 | $4 | |
| 22.916 VANGUARD EMERGING MKTS INDEX | 2018-09-14 | 2025-05-16 | $910 | $778 | $132 | $132 | |
| 42.043 VANGUARD EMERGING MKTS INDEX | 2018-09-14 | 2025-08-25 | $1,815 | $1,428 | $387 | $387 | |
| 21.341 VANGUARD EMERGING MKTS INDEX | 2018-09-14 | 2025-09-11 | $945 | $725 | $220 | $220 | |
| 16.314 VANGUARD EXTENDED MARKET INDEX ADMIRAL | 2025-08-25 | 2025-09-11 | $2,610 | $2,518 | $92 | $92 | |
| 7.591 VANGUARD 500 INDEX FUND | 2018-09-14 | 2025-02-26 | $4,180 | $2,045 | $2,135 | $2,135 | |
| 81.074 VANGUARD 500 INDEX FUND | 2018-09-14 | 2025-05-16 | $44,640 | $21,838 | $22,802 | $22,802 | |
| 62.08 VANGUARD 500 INDEX FUND | 2018-09-14 | 2025-08-25 | $36,950 | $16,722 | $20,228 | $20,228 | |
| 15.155 VANGUARD 500 INDEX FUND | 2018-09-14 | 2025-09-11 | $9,235 | $4,082 | $5,153 | $5,153 | |
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,217 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,094 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,742 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,742 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,292 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,292 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $550 | OverpaymentAmt |
| Applied To ES Tax | $550 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 | Union Savings Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8605676415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 NORTH STREET | AddressLine1Txt |
| City | LITCHFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06759 | ZIPCd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Heidi L Kearns Co-Trustee | ||||||
| 13 North St PO Box 578 | Litchfield | CT | 06759 | CO-TRUSTEE | 2 | $0 |
| Joseph Markow Co-Trustee | ||||||
| 13 North St PO Box 578 | Litchfield | CT | 06759 | CO-TRUSTEE | 2 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $1,712,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,712,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,712,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,686,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,742 | TotalTaxAmt |
| Distributable Before Adj | $82,589 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,589 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,589 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,263 | 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 | $104,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,589 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,136 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,136 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $52,462 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Housatonic Valley Institute | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 74 | AddressLine1Txt |
| City | Cornwall | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605676415 | RecipientPhoneNum |
| Recipient Email Address | HVICharitableTrust@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | cornwallct.org/community/local-non-profits/ housatonic-valley-institute-silas-c-beers-charitable-trust/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | May 15th | SubmissionDeadlinesTxt |
| Restrictions On Awards | Applicant must be and have been a resident of Cornwall, Connecticut for at least the past two years. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SCHOLARSHIP & LOAN TO VARIOUS RECIPIENTS | ||||||||
| C/O Union Savings Bank | 40 WEST STREET PO BOX 578 | Litchfield | CT | 06759 | N/A | I | SCHOLARSHIP | $2,000 |
| CORNWALL CONSOLIDATED SCHOOL | ||||||||
| PO BOX 578 | LITCHFIELD | CT | 06759 | NONE | PC | EDUCATION, BUILDING OR | $23,192 | |
| Embry-Riddle Aeronautical University | ||||||||
| 1 AEROSPACE BLVD | Daytona Beach | FL | 32114 | NONE | PC | SCHOLARSHIP | $7,000 | |
| Berklee College of Music | ||||||||
| 1140 BOYLSTON STREET | Boston | MA | 02215 | NONE | PC | SCHOLARSHIP | $7,000 | |
| Davidson College | ||||||||
| 405 N MAIN STREET | Davidson | NC | 28035 | NONE | PC | SCHOLARSHIP | $2,000 | |
| Florida Institute of Technology | ||||||||
| 160 W UNIVERSITY BOULEVARD | Melbourne | FL | 32901 | NONE | PC | SCHOLARSHIP | $7,000 | |
| Gateway Community College | ||||||||
| 20 CHURCH STREET | New Haven | CT | 06510 | NONE | PC | SCHOLARSHIP | $7,000 | |
| Grand Canyon University | ||||||||
| 3300 W CAMELBACK ROAD | Phoenix | AZ | 85017 | NONE | PC | SCHOLARSHIP | $2,000 | |
| Harvard College | ||||||||
| MASSACHUSETTS AVENUE | Cambridge | MA | 02138 | NONE | PC | SCHOLARSHIP | $7,000 | |
| Hobart and William Smith Colleges | ||||||||
| 300 PULTENEY | Geneva | NY | 14456 | NONE | PC | SCHOLARSHIP | $2,000 | |
| Pace University | ||||||||
| ONE PACE PLAZA | New York | NY | 10038 | NONE | PC | SCHOLARSHIP | $2,000 | |
| Insight Meditation Society | ||||||||
| 1230 PLEASANT STREET | Barre | MA | 01005 | NONE | PC | SCHOLARSHIP | $4,000 | |
| Rochester Institute of Technology | ||||||||
| 1 LOMB MEMORIAL DRIVE | Rochester | NY | 14623 | NONE | PC | SCHOLARSHIP | $2,000 | |
| University of Connecticut | ||||||||
| 352 MANSFIELD ROAD | Storrs | CT | 06269 | NONE | PC | SCHOLARSHIP | $6,000 | |
| University of Colorado | ||||||||
| 2200 COLORADO AVENUE | Boulder | CO | 80302 | NONE | PC | SCHOLARSHIP | $2,000 | |
| University of Denver | ||||||||
| 2199 S UNIVERSITY BLVD | Denver | CO | 80208 | NONE | PC | SCHOLARSHIP | $7,000 | |
| University of New Hampshire | ||||||||
| 105 MAIN STREET | Durham | NH | 03824 | NONE | PC | SCHOLARSHIP | $2,000 | |
| Wheaton College | ||||||||
| 26 E MAIN STREET | Norton | MA | 02766 | NONE | PC | SCHOLARSHIP | $2,000 | |
| Yale University | ||||||||
| 21 SACHEM STREET | New Haven | CT | 06511 | NONE | PC | SCHOLARSHIP | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,192 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,900 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,094 | 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 | $151,991 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,991 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (ALLOCABLE | CategoryTxt |
| Amt | $1,136 | Amt |
| Net Investment Income | $852 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $284 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE & COX INCOME FUND | AT COST | $109,590 | $109,746 |
| DRIEHAUS EMERGING MARKETS GROW | AT COST | $7,062 | $8,086 |
| INVESCO S&P 500 QUALITY ETF | AT COST | $28,197 | $41,878 |
| MFS CORE EQUITY FUND CLASS I | AT COST | $34,121 | $36,892 |
| PIMCO STOCKPLUS INTL FUND | AT COST | $18,662 | $22,608 |
| VANGUARD TOTAL BOND MARKET IND | AT COST | $111,715 | $110,491 |
| VANGUARD DEVELOPED MKTS IDX | AT COST | $99,107 | $135,892 |
| VANGUARD SHORT TERM CP ADMIRAL | AT COST | $325,426 | $332,186 |
| VANGUARD EMERGING MKTS INDEX | AT COST | $35,514 | $43,800 |
| VANGUARD 500 INDEX FUND | AT COST | $356,882 | $764,025 |
| VANGUARD EXTENDED MARKET INDEX | AT COST | $110,437 | $113,500 |
| ISHARES CORE SP MID-CAP ETF | |||
| ISHARES CORE S&P SMALL-CAP ETF |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES - PRINCIPAL (ALLOCA | $134 | $100 | $33 |
| LEGAL FEES - INCOME (ALLOCABLE | $134 | $100 | $33 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANS POSTED IN 2026 | $1,647 |
| WASH SALES EXCLUDED | $137 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMNT MNGMNT FEES (NON-DED | Desc |
| Revenue And Expenses Per Books | $14,884 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,721 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $13,997 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANS POSTED IN 2025 | Desc |
| Amt | $1,703 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $774 | $0 | $0 |
| STATE INCOME TAXES - INCOME | $774 | $0 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,308 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,146 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,146 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $292 | $292 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $128 | $128 | $0 |