TWENTY-SEVEN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TWENTY-SEVEN FOUNDATION (EIN 26-6147397)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202601319349104050
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T13:51:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nanavaty Davenport Studley White | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 South Main St Suite 140 | AddressLine1Txt |
| City | Newtown | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | 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 | 266147397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Twenty-Seven Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Bank of America/US Trust | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % US TRUST BANK OF AMERICA | InCareOfNm |
| Business Name Control | TWEN | BusinessNameControlTxt |
| Phone | 8602444889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-101 East River Drive | AddressLine1Txt |
| City | East Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | D Travis Engen | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2034268500 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert M Davenport | PreparerPersonNm |
| PTIN | P00070841 | PTIN |
| Phone | 2034268500 | PhoneNum |
| Preparation | 2026-04-20 | 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 | $65,719,299 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $62,359 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62,359 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,167,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,167,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,727,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,229,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,229,812 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,931 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,931 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $253,397 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253,397 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $281,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $281,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,815,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,815,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,096,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $281,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,815,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,867,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $947,834 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,262,071 | CashBOYAmt |
| Cash EOY | $7,969,784 | CashEOYAmt |
| Cash EOYFMV | $7,991,491 | CashEOYFMVAmt |
| Corporate Stock BOY | $28,960,203 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,127,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,124,408 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,117,027 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,550,396 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,577,400 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $22,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,361,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,673,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,719,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,361,301 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,673,337 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,361,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,673,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,361,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,673,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,361,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,867,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $183,369 | OtherIncreasesAmt |
| Subtotal | $37,677,504 | SubtotalAmt |
| Other Decreases | $4,167 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,673,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| US TREASURY NOTE | 2025-03-31 | 2026-03-31 | $1,750,000 | $1,750,000 | |||
| COLUMBIA SELECT LARGE CAP GROWTH FD | 2020-01-01 | 2025-11-25 | $5,832,076 | $6,909,045 | -$1,076,969 | -$1,076,969 | |
| ISHARES CORE S&P 500 | 2020-01-01 | 2025-11-26 | $214,739 | $72,821 | $141,918 | $141,918 | |
| CAPITAL GAIN DIVIDENDS | $930,884 | P | |||||
| CAPITAL GAIN DIVIDENDS | $930,884 | P | |||||
| CAPITAL GAIN DIVIDENDS | $930,884 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,167 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,175 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,175 | SubtotalAmt |
| Tax Based On Investment Income | $13,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $26,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,825 | OverpaymentAmt |
| Applied To ES Tax | $12,825 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US TRUST BANK OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8602444889 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99-101 EAST RIVER DRIVE | AddressLine1Txt |
| City | East Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06108 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| D Travis Engen | ||||||||
| 99-101 East River Drive | East Hartford | CT | 06108 | Trustee | 1.0 | $0 | $0 | $0 |
| Anne E Engen | ||||||||
| 99-101 East River Drive | East Hartford | CT | 06108 | Trustee | 1.0 | $0 | $0 | $0 |
| Leigh E Engen | ||||||||
| 99-101 East River Drive | East Hartford | CT | 06108 | Trustee | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,251,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,007,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,792 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,278,643 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,278,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $979,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,299,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,214,973 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,214,973 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,175 | TotalTaxAmt |
| Distributable Before Adj | $3,201,798 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,201,798 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,201,798 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,815,000 | 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 | $2,815,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,201,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,810,762 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,815,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,810,762 | AppliedToYear1Amt |
| Applied To Current Year | $4,238 | 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 |
| Undistributed Income CY | $3,197,560 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | D TRAVIS ENGEN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Person to Person Inc | |||||||
| 1864 Boston Post Road | Darien | CT | 06820 | None | PC | General | $30,000 |
| Purdue University | |||||||
| 625 Harrison Street | West Lafayette | IN | 47907 | None | PC | General | $300,000 |
| Tufts University | |||||||
| 200 West Boro Road | North Grafton | MA | 01536 | None | PC | General | $815,000 |
| Weston Volunteer Fire Dept | |||||||
| 56 Norfield Road | Weston | CT | 06883 | None | PC | General | $25,000 |
| Connecticut Food Share | |||||||
| 2 Research Parkway | Wallingford | CT | 06492 | None | PC | General | $35,000 |
| CorgiAid | |||||||
| 4038 Cherokee Drive | Madison | WI | 53711 | None | PC | General | $30,000 |
| Pivot Ministries Inc | |||||||
| 485 Jane Street | Bridgeport | CT | 06608 | None | PC | General | $40,000 |
| Homes for Our Troops Inc | |||||||
| 6 Main Street | Taunton | MA | 02780 | None | PC | General | $200,000 |
| Friends of Weston Senior Center | |||||||
| 183 Good Hill Road | Weston | CT | 06883 | NONE | PC | GENERAL | $15,000 |
| The Open Door Shelter | |||||||
| 4 Merritt Street | Norwalk | CT | 06854 | NONE | PC | GENERAL | $30,000 |
| Homefront Inc | |||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | NONE | PC | GENERAL | $30,000 |
| Homes With Hope | |||||||
| 49 Richmondville Avenue Suite 112 | Westport | CT | 06880 | None | PC | GENERAL | $55,000 |
| Loaves and Fishes Ministries Inc | |||||||
| 646 Prospect Avenue | Hartford | CT | 06105 | NONE | PC | General | $20,000 |
| Fall River Historical Society | |||||||
| 451 Rock Street | Fall River | MA | 02720 | None | PC | General | $35,000 |
| Yale University | |||||||
| 409 Prospect Street | New Haven | CT | 06511 | None | PC | General | $350,000 |
| Bridgeport Rescue Mission Inc | |||||||
| PO Box 9057 | Bridgeport | CT | 06601 | None | PC | General | $30,000 |
| Vintage Racers for Rescues | |||||||
| 3185 Slade Road | Blanch | NC | 27212 | None | PC | General | $20,000 |
| Connecticut News Project Inc | |||||||
| 1049 Asylum Avenue | Hartford | CT | 06105 | None | PC | General | $25,000 |
| Weston Volunteer EMS | |||||||
| 52 Norfield Road | Weston | CT | 06883 | None | PC | General | $30,000 |
| Recovery Community Development | |||||||
| 485 Jane Street | Bridgeport | CT | 06608 | None | PC | General | $40,000 |
| Honor Flight | |||||||
| Box L-4016 | Columbus | OH | 43260 | None | PC | General | $100,000 |
| Strays & Others | |||||||
| PO Box 473 | New Canaan | CT | 06840 | None | PC | General | $10,000 |
| Americares | |||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | None | PC | General | $100,000 |
| Animal Cancer Foundation | |||||||
| 1129 Northern Blvd Ste 404 | Manhasset | NY | 11030 | None | PC | General | $50,000 |
| California Institute of Technology | |||||||
| 1200 East California Boulevard | Pasadena | CA | 91125 | None | PC | General | $255,000 |
| Weston Historical Society | |||||||
| 104 Weston Road | Weston | CT | 06883 | None | PC | General | $95,000 |
| 306 Foundation Inc | |||||||
| PO Box 2643 | Winter Park | FL | 32790 | None | PC | General | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,815,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,359 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,167,453 | 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 | $0 | 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 | $1,229,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,229,812 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Interest is excluded from unrelated business income pursuant to IRC Sections 512(B)(1) and 512(B)(5). |
| 4 | Dividends are excluded from unrelated business income pursuant to IRC Sections 512(B)(1) and 512(B)(5). |
| 8 | Capital Gains are excluded from unrelated business income pursuant to IRC Sections 512(B)(1) and 512(B)(5). |
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 | CategoryTxt |
| Amt | $2,650 | Amt |
| Net Investment Income | $2,650 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,550,396 | EOYBookValueAmt |
| EOYFMV | $4,577,400 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $25,127,157 | EOYBookValueAmt |
| EOYFMV | $53,124,408 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX DEPOSITS WITH IRS | Desc |
| BOY Book Value | $22,000 | BOYBookValueAmt |
| EOY Book Value | $26,000 | EOYBookValueAmt |
| EOYFMV | $26,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LONG-TERM CAPITAL LOSS | Desc |
| Amt | $4,167 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMISSION EXPENSE | Desc |
| Revenue And Expenses Per Books | $253,397 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $253,397 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRETION | Desc |
| Amt | $183,369 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $25,931 | Amt |
| Net Investment Income | $25,931 | NetInvestmentIncomeAmt |