DR JOSEPH J LAWRENCE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DR JOSEPH J LAWRENCE TRUST (EIN 95-6093764)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202631219349100918
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T12:36:20-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814236823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INNOVATIVE CPA GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ENTERPRISE DRIVE SUITE 210 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | 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 | 956093764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOSEPH J LAWRENCE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | DIANA SERRELL TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJO | BusinessNameControlTxt |
| Phone | 2039391388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 OTTER ROCK DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA GROENINGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2038698414 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL PIASECKI | PreparerPersonNm |
| PTIN | P00124159 | PTIN |
| Phone | 2034890612 | PhoneNum |
| Preparation | 2026-04-29 | 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 | $417,986 | 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 | $503 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $503 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $503 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,344 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,344 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,948 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63,253 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63,253 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $63,253 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $69,581 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,100 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $70,100 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,204 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,204 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,204 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,855 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,855 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $986 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $986 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $986 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $40 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,085 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,085 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,015 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,015 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,497 | CashBOYAmt |
| Cash EOY | $25,477 | CashEOYAmt |
| Cash EOYFMV | $25,477 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $960 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $960 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $261,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $292,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $391,549 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $322,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $319,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $417,986 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,596 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,596 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $317,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $315,832 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $317,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $315,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $322,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $319,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $317,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $317,473 | SubtotalAmt |
| Other Decreases | $1,641 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $315,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRIL LYNCH # 3172 | P | 2024-07-23 | 2025-02-11 | $3,399 | $3,560 | -$161 | -$161 |
| MERRIL LYNCH # 3172 | P | 2021-05-21 | 2025-02-11 | $11,972 | $14,907 | -$2,935 | -$2,935 |
| CAPITAL GAINS DIVIDENDS | P | $2,577 | $2,577 | $2,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$519 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$161 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $848 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $848 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $848 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | 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 | $960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $104 | OverpaymentAmt |
| Applied To ES Tax | $104 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LISA GROENINGER | IndividualWithBooksNm |
| Phone | 2038698414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 OTTER ROCK DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DIANA SERRELL | ||||||||
| 50 OTTER ROCK DRIVE | GREENWICH | CT | 06830 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LISA GROENINGER | ||||||||
| 30926 STEEPLECHASE DRIVE | SAN JUAN CAPISTRANO | CA | 92675 | TRUSTEE | 2.00 | $0 | $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 | $362,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $480 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $405,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $405,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $399,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $848 | TotalTaxAmt |
| Distributable Before Adj | $19,138 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,138 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,138 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,138 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,717 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $48,987 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,138 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,362 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $223,205 | 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 | $53,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $169,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,389 | ExcessFromYear4Amt |
| Excess From Year3 | $31,717 | ExcessFromYear3Amt |
| Excess From Year1 | $48,987 | ExcessFromYear1Amt |
| Excess From Current Year | $41,362 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOC | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | OPERATION | $2,000 |
| AMERICAN RED CROSS | ||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | PC | OPERATION | $500 |
| ASPCA | ||||||
| PO BOX 96929 | WASHINGTON | DC | 200906929 | PC | OPERATION | $1,000 |
| BABY 2 BABY | ||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | PC | OPERATION | $1,000 |
| BOYS & GIRLS CLUB OF GREENWICH | ||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | PC | OPERATION | $2,000 |
| BRYANT UNIVERSITY | ||||||
| 1150 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | PC | OPERATION | $2,500 |
| COMMUNITY RESOURCES FOR JUSTICE | ||||||
| 355 BOYLSTON STREET | BOSTON | MA | 02116 | PC | OPERATION | $500 |
| COMPASSION & CHOICES | ||||||
| 8156 S WADSWORTH BLVD E-162 | LITTLETON | CO | 80128 | PC | OPERATION | $500 |
| CORNELL LAB OF ORNITHOLOGY | ||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | PC | OPERATION | $2,000 |
| FAMILY CENTERS OF GREENWICH | ||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | PC | OPERATION | $500 |
| GARDEN CLUB OF AMERICA | ||||||
| 14 EAST 60TH STREET 3RD FLOOR | NEW YORK | NY | 10022 | PC | OPERATION | $2,000 |
| GREENWICH HOSPITAL | ||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | PC | OPERATION | $1,000 |
| GREENWICH CLEAN & GREEN | ||||||
| 113 PEMBERWICK ROAD | GREENWICH | CT | 06831 | PC | OPERATION | $1,000 |
| GREENWICH COUNTRY DAY SCHOOL | ||||||
| 257 STANWICH ROAD | GREENWICH | CT | 06830 | PC | OPERATION | $2,500 |
| GREENWICH EMERGENCY MEDICAL SERVICES INC | ||||||
| 1111 EAST PUTNAM AVENUE SUITE 201 | RIVERSIDE | CT | 06878 | PC | OPERATION | $1,000 |
| GREENWICH HISTORICAL SOCIETY | ||||||
| 47 STRICKLAND ROAD | COS COB | CT | 06807 | PC | OPERATION | $1,000 |
| GREENWICH LIBRARY | ||||||
| 101 WEST PUTNAM AVENUE | GREENWICH | CT | 068305387 | PC | OPERATION | $500 |
| GREENWICH TREE CONSERVANCY | ||||||
| P O BOX 4215 | GREENWICH | CT | 06831 | PC | OPERATION | $2,000 |
| GREENWICH UNITED WAY | ||||||
| 2 DEARFIELD DRIVE SUITE 300 | GREENWICH | CT | 06831 | PC | OPERATION | $1,000 |
| GUIDE DOGS FOR THE BLUND | ||||||
| PO BOX 151200 | SAN RAFAEL | CA | 949151200 | PC | OPERATION | $500 |
| HAZELDEN BETTY FORD FOUNDATION | ||||||
| P O BOX 64348 | ST PAUL | MN | 551640348 | PC | OPERATION | $2,000 |
| HILL HOUSE SENIOR RESIDENCE | ||||||
| 10 RIVERSIDE AVENUE | RIVERSIDE | CT | 06878 | PC | OPERATION | $1,000 |
| HUMANE WORLD FOR ANIMALS | ||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | PC | OPERATION | $1,000 |
| LUPUS FOUNDATION OF AMERICA INC | ||||||
| 2121 K STREET NW SUITE 200 | WASHINGTON | DC | 20037 | PC | OPERATION | $500 |
| MAKE A WISH FOUNDATION | ||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | PC | OPERATION | $2,000 |
| MEALS ON WHEELS AMERICA | ||||||
| P O BOX 791568 | BALTIMORE | MD | 212791568 | PC | OPERATION | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 633 3RD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PC | OPERATION | $1,000 |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | ||||||
| 375 KINGS HIGHWAY NORTH SUITE B | CHERRY HILL | NJ | 08034 | PC | OPERATION | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||
| 256 W 36TH STREET | NEW YORK | NY | 10018 | PC | OPERATION | $1,000 |
| NEIGHBOR TO NEIGHBOR GREENWICH | ||||||
| 248 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | OPERATION | $1,000 |
| NEW YORK BOTANICAL GARDENS | ||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 104585126 | PC | OPERATION | $2,000 |
| NOW I LAY ME DOWN TO SLEEP | ||||||
| PO BOX 621669 | LITTLETON | CO | 80162 | PC | OPERATION | $500 |
| PACIFIC HOUSE | ||||||
| 597 PACIFIC STREET | STAMFORD | CT | 06902 | PC | OPERATION | $2,000 |
| PARKINSON'S FOUNDATION | ||||||
| 1350 BROADWAY SUITE 1530 | NEW YORK | NY | 10018 | PC | OPERATION | $2,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| P O BOX 97166 | WASHINGTON | DC | 200907166 | PC | OPERATION | $1,000 |
| PROJECT KENNY | ||||||
| 1005 FALCON AVENUE | MILLS | WY | 82604 | PC | OPERATION | $2,000 |
| PUPPIES BEHIND BARS | ||||||
| 263 WEST 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | PC | OPERATION | $2,500 |
| RIVER HOUSE ADULT DAY CENTER | ||||||
| 125 RIVER ROAD EXTENSION | COS COB | CT | 06807 | PC | OPERATION | $1,000 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | OPERATION | $2,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||
| 2501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | OPERATION | $1,000 |
| THE BRUCE MUSEUM | ||||||
| 1/2 BOLLING PLACE | GREENWICH | CT | 06830 | PC | OPERATION | $2,500 |
| THE GREENWICH LAND TRUST INC | ||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | PC | OPERATION | $2,500 |
| THE NATHANIEL WITHERELL | ||||||
| 70 PARSONAGE ROAD | GREENWICH | CT | 06830 | PC | OPERATION | $1,000 |
| UNITED STATES EQUESTRIAN TEAM FOUNDATION | ||||||
| P O BOX 355 | GLADSTONE | NJ | 079340355 | PC | OPERATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,500 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $503 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,344 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63,253 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$519 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $69,581 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,581 | 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 |
|---|---|
| 4 | INVESTMENT INCOME USED TO PROVIDE FUNDS TO CHARITIES |
| 7 | ROYALTIES RECEIVED ARE USED TO PROVIDE FUNDS TO CHARITIES |
| 8 | SALES OF INVESTMENTS ARE USED TO PROVIDE FUNDS TO CHARITIES |
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 | ACCOUNTING | CategoryTxt |
| Amt | $4,204 | Amt |
| Net Investment Income | $4,204 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,204 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | ROYALTY INCOME WAS RECEIVED UNEVENLY OVER THE COURSE OF THE YEAR, AND THE RECIPIENTS OF THE CHARITABLE DISTRIBUTIONS WERE DETERMINED AT THE END OF THE YEAR. THE AVERAGE MONTHLY CASH BALANCES WERE ELEVATED DUE TO THE ACCUMULATION OF THE FUNDS THAT WERE THEN FULLY DISTRIBUTED BY YEAR-END. | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $292,895 | EOYBookValueAmt |
| EOYFMV | $391,549 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPUS ADJUSTMENTS NET | Desc |
| Amt | $1,641 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $63,253 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63,253 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $63,253 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY | CategoryTxt |
| Amt | $3,855 | Amt |
| Net Investment Income | $3,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,855 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES 2024 | CategoryTxt |
| Amt | $986 | Amt |
| Net Investment Income | $986 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $986 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |