CORNELIA AND MICHAEL BESSIE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CORNELIA AND MICHAEL BESSIE FOUNDATION (EIN 26-2341663)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349103817
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:53:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060312590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMMINGS & LOCKWOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM 400 | AddressLine1Txt |
| City | W HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 | 262341663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNELIA AND MICHAEL BESSIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORN | BusinessNameControlTxt |
| Phone | 8609616042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 75 ISHAM ROAD 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T DAVIDSON C WILSON ROEPER | PersonNm |
| Person Title | TRUSTEES | PersonTitleTxt |
| Phone | 8609616042 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON A SANKNER | PreparerPersonNm |
| PTIN | P01608435 | PTIN |
| Phone | 8603134900 | 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 | $3,694,941 | 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 |
| Interest On Sav Rev And Expnss | $53,824 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,824 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,958 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $385,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,854 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $259,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,636 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,042 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,042 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,550 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $311 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $205 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,054 | CashBOYAmt |
| Cash EOY | $65,357 | CashEOYAmt |
| Cash EOYFMV | $65,357 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,313,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,311,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,629,584 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,352,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,376,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,694,941 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$49,499 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$58,959 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,401,831 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,435,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,352,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,376,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,352,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,376,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,352,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,386,000 | SubtotalAmt |
| Other Decreases | $9,460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,376,540 | 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 |
|---|---|---|---|---|---|
| THRU JANNEY ACCT #7161-8643 | P | $30,371 | $32,984 | -$2,613 | -$2,613 |
| THRU JANNEY ACCT #7161-8643 | P | $215,770 | $211,397 | $4,373 | $4,373 |
| CAPITAL GAINS DIVIDENDS | P | $139,094 | $139,094 | $139,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,854 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,136 | 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 | $2,136 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $709 | TaxDueAmt |
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 | CT | 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 | PAUL L BOURDEAU ESQ | IndividualWithBooksNm |
| Phone | 8603134930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM ROAD STE 400 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| THERESE DAVIDSON | ||||||||
| 126 TOWN WOOD ROAD | OLD LYME | CT | 06371 | TRUSTEE | 10.00 | $13,617 | $0 | $0 |
| CHASE WILSON ROEPER | ||||||||
| 75 HOLT ROAD | LYNDEBOROUGH | NH | 03082 | TRUSTEE | 10.00 | $13,617 | $0 | $0 |
| NED MANUEL | ||||||||
| C/O 75 ISHAM RD | WEST HARTFORD | CT | 06107 | TRUSTEE | 10.00 | $6,808 | $0 | $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 |
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 | $3,465,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,497,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,497,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,445,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,250 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,250 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,845 | TotalTaxAmt |
| Distributable Before Adj | $169,405 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $169,405 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $169,405 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $168,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $169,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,908 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $792 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $75,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,405 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,405 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,295 | 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 | $73,503 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $792 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION INC | |||||||
| 125 BROAD ST FL 18 | NEW YORK | NY | 10004 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $2,500 |
| BROKEN SOULS RESCUE AND RECOVERY INC | |||||||
| 229 MAIN ST | STATEN ISLAND | NY | 10307 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| CARE | |||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| CLASSICAL UPRISING | |||||||
| PO BOX 7259 | PORTLAND | ME | 04112 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $20,000 |
| COVENANT SOUP KITCHEN | |||||||
| 220 VALLEY ST | WILLIMANTIC | CT | 06226 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR ST FL 16 | NEW YORK | NY | 10006 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| DROPLETS OF MERCY USA INC | |||||||
| 1660 INTERNATIONAL DRIVE STE 600 | MCLEAN | VA | 22102 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| FLYING GRAVITY CIRCUS | |||||||
| PO BOX 1207 | WILTON | NH | 03086 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| HARRIS CENTER FOR CONSERVATION EDUCATION INC | |||||||
| 83 KINGS HIGHWAY | HANCOCK | NH | 03449 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| HEAL PALESTINE INC | |||||||
| 1675 E MAIN ST SUITE 248 | KENT | OH | 44240 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| HOUSE OF BREAD INC | |||||||
| 27 CHESTNUT ST | HARTFORD | CT | 061202810 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| KEENE CHAMBER ORCHESTRA INC | |||||||
| PO BOX 741 | KEENE | NH | 03431 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $4,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR ST UNIT 101 | HARTFORD | CT | 06106 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| PAT MACS PACK INC | |||||||
| 10226 S LEAVITT ST | CHICAGO | IL | 60643 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $8,000 |
| PETERBOROUGH FOOD PANTRY (PETERBOROUGH AREA COMMUNITY AID) | |||||||
| PO BOX 116 | PETERBOROUGH | NH | 03458 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,500 |
| PETERBOROUGH UNITARIAN UNIVERSALIST CONGREGATION (MUUSIC 4 UU) | |||||||
| 25 MAIN STREET | PETERBOROUGH | NH | 03458 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $9,000 |
| RED BULL THEATER | |||||||
| 191 7TH AVENUE 25 | NEW YORK | NY | 10011 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| RILEY FARM RESCUE INC | |||||||
| 109 PRESTON ROAD | BROOKLYN | CT | 06234 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $5,000 |
| SIMBAS PRIDE | |||||||
| 12163 W STANFORD DRIVE | MORRISON | CO | 80465 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $7,000 |
| THE BLUE DOOR FOUNDATION | |||||||
| 4 SOUTH ST | NIANTIC | CT | 06357 | NONE | PC | CURRENT USE FOR CHARITABLE PURPOSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,824 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,958 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $259,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,636 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUMMINGS & LOCKWOOD LLC | CategoryTxt |
| Amt | $4,835 | Amt |
| Net Investment Income | $4,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | THRU JANNEY #7161-8643 - STOCKS/STATE/MUNI BONDS | StockNm |
| EOY Book Value | $3,311,183 | EOYBookValueAmt |
| EOYFMV | $3,629,584 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BALANCE | Desc |
| Amt | $9,460 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOKKEEPING FEES | Desc |
| Revenue And Expenses Per Books | $205 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JANNEY - ADVISORY FEE | CategoryTxt |
| Amt | $15,550 | Amt |
| Net Investment Income | $15,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAID - 2025 | $2,136 | $0 | $0 |
| EXCISE TAX PAID - 2024 | $889 | $0 | $0 |
| FOREIGN TAXES PAID | $311 | $311 | $0 |