SEYMOUR AND KATHERINE GARAY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SEYMOUR AND KATHERINE GARAY FOUNDATION (EIN 26-2847373)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349100542
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T08:10:56-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | 262847373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEYMOUR AND KATHERINE GARAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEYM | BusinessNameControlTxt |
| Phone | 6465921480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 DUDLEY STREET | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01867 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGHAN WALDRON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6465921480 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S DONTEN | PreparerPersonNm |
| PTIN | P00021956 | PTIN |
| Phone | 5618329292 | PhoneNum |
| 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 | $868,974 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,412 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,412 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $288,795 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,312 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $3,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $33,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,724 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $373 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,487 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Cash EOY | $1,751 | CashEOYAmt |
| Cash EOYFMV | $1,751 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,565 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $605 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $232 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $232 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $115,904 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $117,369 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $546,736 | CorporateStockBOYAmt |
| Corporate Stock EOY | $419,334 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $745,692 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $672 | OtherAssetsBOYAmt |
| Other Assets EOY | $365 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $365 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $555,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $541,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $868,974 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $196,071 | CapitalStockBOYAmt |
| Capital Stock EOY | $196,071 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $359,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $345,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $555,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $541,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $555,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $541,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $555,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,000 | OtherIncreasesAmt |
| Subtotal | $541,151 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $541,151 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN #3161 | P | $64,498 | $64,173 | $325 | $325 |
| JP MORGAN #3161 | P | $220,964 | $210,310 | $10,654 | $10,654 |
| CAPITAL GAIN DISTRIBUTION | P | $3,333 | $3,333 | $3,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,312 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $373 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $373 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $373 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $605 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $605 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $232 | OverpaymentAmt |
| Applied To ES Tax | $232 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MEGHAN WALDRON | IndividualWithBooksNm |
| Phone | 6465921480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 DUDLEY STREET | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01867 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGHAN WALDRON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 DUDLEY STREET | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01867 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $841,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $851,911 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $851,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $839,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $373 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $373 | TotalTaxAmt |
| Distributable Before Adj | $41,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,584 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,725 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,198 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $19,160 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $25,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,666 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,749 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,725 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,024 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,198 | ExcessFromYear4Amt |
| Excess From Year2 | $19,160 | ExcessFromYear2Amt |
| Excess From Current Year | $2,666 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOCA HELPING HANDS | |||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | NONE | NC | GENERAL | $1,000 |
| CONNECTICUT FOOD SHARE | |||||||
| 2 REASEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | NC | GENERAL | $1,500 |
| CONNECTICUT PUBLIC TV | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | NONE | NC | GENERAL | $1,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | NC | GENERAL | $1,500 |
| FRIENDS OF THE GUILFORD FREE LIBRARY INC | |||||||
| 67 PARK ST | GUILFORD | CT | 06437 | NONE | NC | GENERAL | $500 |
| GATEWAY COMMUNITY OUTREACH | |||||||
| 291 SE 1ST TERRACE | DEERFIELD BEACH | FL | 33441 | NONE | NC | GENERAL | $1,000 |
| GUILFORD ARTS CENTER | |||||||
| 411 CHURCH STREET | GUILFORD | CT | 06437 | NONE | NC | GENERAL | $500 |
| GUILFORD FOOD BANK | |||||||
| 310 STATE ST UNIT 200 | GUILFORD | CT | 06437 | NONE | NC | GENERAL | $1,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | NC | GENERAL | $250 |
| MISSION OF DEEDS | |||||||
| 6 CHAPIN AVENUE | READING | MA | 10867 | NONE | NC | GENERAL | $2,000 |
| SETON HALL UNIVERSITY - COLLEGE OF NURSING | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | NC | GENERAL | $10,000 |
| SETON HALL UNIVERSITY - MEN'S BASKETBALL SCHOLARSHIP | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | NC | GENERAL | $10,000 |
| SISTERS OF CHARITY | |||||||
| 6301 RIVERDALE AVENUE | BRONX | NY | 10471 | NONE | NC | GENERAL | $1,000 |
| WOMEN AND FAMILY LIFE | |||||||
| 96 FAIR STREET | GUILFORD | CT | 06437 | NONE | NC | GENERAL | $1,500 |
| FROM THE HEART PRODUCTIONS | |||||||
| 1013 HARBOR BLVD 53 | OXNARD | CA | 93035 | NONE | NC | GENERAL | $1,000 |
| SALVATION ARMY SOUTHERN NEW ENGLAND | |||||||
| 855 ASYLUM AVENUE | HARTFORD | CT | 06105 | NONE | NC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,412 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,724 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD WELLESLEY ADMIRAL 1697.186 SHS | $85,608 | $104,632 |
| VANGUARD 500 INDEX FUND 265.212 SHS | $47,187 | $167,572 |
| DFA US CORE EQUITY 4204.884 SHS | $101,164 | $208,562 |
| VANGUARD TOTAL STOCK MARKET 888.129 SHS | $71,915 | $144,943 |
| FIRST TR VALUELINE DIVID INDEX 70 SHS | $3,233 | $4,863 |
| VANGUARD S&P 500 FUNDS 20 SHS | $7,382 | $12,543 |
| PGIM ETF TRUST | $102,845 | $102,577 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $115,904 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $117,369 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $672 | BOYBookValueAmt |
| EOY Book Value | $365 | EOYBookValueAmt |
| EOYFMV | $365 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $6,487 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADD BACK VOIDED CHECK FROM PRIOR YEAR | Desc |
| Amt | $3,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $373 | Amt |
| Net Investment Income | $373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |