JAMES AND MARY ELLEN MARPE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND MARY ELLEN MARPE FAMILY FOUNDATION (EIN 06-1663665)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202631259349100213
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T07:40:51-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 TRESSER BLVD 7TH FL | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 | 061663665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES & MARY ELLEN MARPE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2039777300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES S MARPE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2039777300 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY A HAYES | PreparerPersonNm |
| PTIN | P00836254 | PTIN |
| Phone | 2039777300 | 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 | $159,103 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,951 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,951 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,972 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,955 | TotalNetInvstIncmAmt |
| 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 |
| Legal Fees Rev And Expnss | $3,948 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,632 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,316 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,888 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,888 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,776 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,965 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,965 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $113,517 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,749 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $140,138 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $142,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,103 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $142,599 | RetainedEarningBOYAmt |
| Retained Earning EOY | $122,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $122,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43 | OtherIncreasesAmt |
| Subtotal | $122,714 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $122,714 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH *4553 | $7,770 | $7,664 | $106 | $106 | |
| MERRILL LYNCH *4553 | $86,871 | $48,106 | $38,765 | $38,765 | |
| CAPITAL GAINS DIVIDENDS | $2,101 | $2,101 | $2,101 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,972 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $615 | 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 | $615 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $62 | OverpaymentAmt |
| Applied To ES Tax | $62 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY A HAYES ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039777300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP 263 TRESSER BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES MARPE | ||||||||
| 57 MORNINGSIDE DRIVE SOUTH | WESTPORT | CT | 06880 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARY ELLEN MARPE | ||||||||
| 57 MORNINGSIDE DRIVE SOUTH | WESTPORT | CT | 06880 | TRUSTEE | 0.25 | $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 | $154,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $172,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $172,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $169,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $553 | TotalTaxAmt |
| Distributable Before Adj | $7,932 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,932 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,932 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,204 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,108 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,653 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $175,956 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $89,095 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,230 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $448,042 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,272 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $499,314 | 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 | $62,108 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $437,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,653 | ExcessFromYear4Amt |
| Excess From Year3 | $175,956 | ExcessFromYear3Amt |
| Excess From Year2 | $89,095 | ExcessFromYear2Amt |
| Excess From Year1 | $82,230 | ExcessFromYear1Amt |
| Excess From Current Year | $51,272 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES MARPE | ContributingManagerNm |
| Contributing Manager | MARY ELLEN MARPE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUILDERS BEYOND BORDERS | |||||||
| 66 FORT POINT ST | NORWALK | CT | 06855 | NONE | PC | UNRESTRICTED GRANT | $418 |
| BY THE HAND CLUB FOR KIDS | |||||||
| PO BOX 10043 | CHICAGO | IL | 60610 | NONE | PC | UNRESTRICTED GRANT | $100 |
| CARING KIND | |||||||
| 360 LEXINGTON AVE FL 3 | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT | $82 |
| CATCH-A-LIFT FUND | |||||||
| 2066 YORK RD 205A | TIMONIUM | MD | 21093 | NONE | PC | UNRESTRICTED GRANT | $699 |
| CLASP HOMES | |||||||
| 246 POST ROAD EAST | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $600 |
| COLORECTAL CANCER ALLIANCE (BOTTOMS UP) | |||||||
| 1025 VERMONT AVE NW STE 1066 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED GRANT | $5,000 |
| CONSUMER REPORTS FOUNDATION | |||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | NONE | PC | UNRESTRICTED GRANT | $100 |
| CREUTZFELDT-JAKOB DISEASE FOUNDATION INC | |||||||
| 3634 W MARKET STREET | AKRON | OH | 44333 | NONE | PC | UNRESTRICTED GRANT | $106 |
| CT CHALLENGE | |||||||
| PO BOX 566 | SOUTHPORT | CT | 06890 | NONE | PC | UNRESTRICTED GRANT | $525 |
| EARTHPLACE NATURE CENTER | |||||||
| 10 WOODSIDE LANE | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $600 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | UNRESTRICTED GRANT | $3,000 |
| GREENS FARMS CHURCH | |||||||
| 71 HILLANDALE RD | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $8,200 |
| JUNIATA VALLEY BOY SCOUT COUNCIL | |||||||
| 9 TAYLOR DRIVE | REEDSVILLE | PA | 17084 | NONE | PC | UNRESTRICTED GRANT | $250 |
| LAMBDA LEGAL DEFENSE & EDUCATION FUND | |||||||
| 120 WALL ST 19TH FL | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED GRANT | $500 |
| NEAR AND FAR AID ASSOCIATION | |||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | NONE | PC | UNRESTRICTED GRANT | $4,500 |
| ORCHESTRA LUMOS | |||||||
| 263 TRESSER BLVD | STAMFORD | CT | 06901 | NONE | PC | UNRESTRICTED GRANT | $11,000 |
| OUR COMPANIONS ANIMAL RESCUE | |||||||
| 34 SANRICO DRIVE | MANCHESTER | CT | 06042 | NONE | PC | UNRESTRICTED GRANT | $1,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 116 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PC | UNRESTRICTED GRANT | $515 |
| PIVOT MINISTRIES | |||||||
| 495 JANE ST | BRIDGEPORT | CT | 06608 | NONE | PC | UNRESTRICTED GRANT | $150 |
| SAUGUTUCK SURVIVE-OARS | |||||||
| 521 RIVERSIDE AVE | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $50 |
| STAPLES MUSIC PARENTS ASSOCIATION | |||||||
| PO BOX 223 | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $100 |
| STAPLES TUITION GRANTS | |||||||
| PO BOX 5159 | WESTPORT | CT | 06881 | NONE | PC | UNRESTRICTED GRANT | $102 |
| SUSAN FUND INC | |||||||
| 458 NEWTOWN AVENUE | NORWALK | CT | 06851 | NONE | PC | UNRESTRICTED GRANT | $52 |
| WESTPORT CENTER FOR SENIOR ACTIVITIES | |||||||
| 21 IMPERIAL AVE | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $100 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $11,711 |
| WESTPORT CT POLICE ATHLETIC LEAGUE | |||||||
| PO BOX 3222 | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $126 |
| WESTPORT CT POLICE BENEVOLENT ASSOCIATION | |||||||
| 50 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $100 |
| WESTPORT CT VFW POST 399 | |||||||
| 465 RIVERSIDE AVE | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $100 |
| WESTPORT LIBRARY ASSOCIATION | |||||||
| 20 JESUP RD | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $2,000 |
| WESTPORT PARKS & RECREATIONWAKEMAN TOWN FARM | |||||||
| 134 CROSS HIGHWAY | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $2,500 |
| WESTPORT ROTARY CLUB FOUNDATION | |||||||
| PO BOX 743 | WESTPORT | CT | 06881 | NONE | PC | UNRESTRICTED GRANT | $2,250 |
| WESTPORT SUNRISE ROTARY 21ST CENTURY | |||||||
| PO BOX 43 | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $100 |
| WESTPORT UNIFORMED FIREFIGHTERS CHARITABLE FDTN | |||||||
| 515 POST RD E | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $500 |
| WESTPORT VOLUNTEER EMS | |||||||
| 50 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PC | UNRESTRICTED GRANT | $200 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PC | UNRESTRICTED GRANT | $52 |
| WSHU PUBLIC RADIO | |||||||
| PO BOX 411589 | BOSTON | MA | 02241 | NONE | PC | UNRESTRICTED GRANT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,888 | 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 | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,951 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,972 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,955 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBEY CAP FUTURES STRAT FUND | AT COST | $2,526 | $2,484 |
| AQR DIV ARBITRAGE FUND | AT COST | $2,786 | $3,461 |
| BLACKROCK EVENT DRIVEN EQUITY FUND | AT COST | $3,212 | $3,432 |
| BLACKROCK GBL LONG SHORT CRED FUND | AT COST | $1,398 | $1,312 |
| BLACKROCK GBL EQTY MKT NTRL FUND | AT COST | $1,063 | $1,356 |
| BLACKROCK STRAT INC OPP FUND | AT COST | $2,372 | $2,398 |
| COLUMBIA SELECT LARGE CAP FUND | AT COST | $16,513 | $18,710 |
| DIMENSIONAL EMERG EQUITY MKT | AT COST | $3,846 | $5,146 |
| EATON VANCE GLB MACRO FUND | AT COST | $1,155 | $1,321 |
| GOTHAM ABSOLUTE RETURN FUND | AT COST | $965 | $1,395 |
| GOTHAM INDEX PLUS FUND | AT COST | $473 | $720 |
| FULLERTHALER SMALL CAP EQ FUND | AT COST | $5,161 | $7,819 |
| ISHARES CORE S&P MID-CAP ETF | AT COST | $3,324 | $4,620 |
| ISHARES TR 5-10 BOND ETF | AT COST | $2,186 | $2,371 |
| JPMORGAN HEDGED EQUITY FUND | AT COST | $1,074 | $1,409 |
| JOHN HANCOCK DIVSFD MACRO FUND | AT COST | $1,578 | $1,340 |
| LOOMIS SAYLES GROWTH FUND | AT COST | $3,090 | $12,848 |
| NEUBERGER BERMAN LONG SHORT FUND | AT COST | $3,363 | $4,139 |
| PIMCO MORTGAGE FUND | AT COST | $2,372 | $2,395 |
| PIMCO DYNAMIC BOND FUND | AT COST | $1,436 | $1,387 |
| MFS INTL DIVERS FUND | AT COST | $7,178 | $12,590 |
| PRINCIPAL MIDCAP FUND | AT COST | $3,128 | $2,997 |
| SPDR S&P 500 ETF | AT COST | $2,773 | $12,957 |
| VICTORY MARKET NEUTRAL FUND | AT COST | $680 | $684 |
| ABBEY CAPITAL MULTI FUND | AT COST | $1,416 | $1,402 |
| ALPS SMITH TOTAL RETURN FUND | AT COST | $2,412 | $2,386 |
| CATALYST MILLBURN HEDGE FUND | AT COST | $1,331 | $1,418 |
| ISHARES MSCI ETF | AT COST | $4,997 | $5,169 |
| VANGUARD RUSSELL 1000 GROWTH ETF | AT COST | $10,000 | $10,227 |
| VANGUARD RUSSELL 1000 VALUE ETF | AT COST | $9,941 | $10,245 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAY PITNEY LLP | CategoryTxt |
| Legal Fees | $3,948 | LegalFeesAmt |
| Net Investment Income | $2,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,316 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR BOOK/TAX DIFFERENCES | Desc |
| Amt | $43 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VACHERON DISABATO & ASSOC. | CategoryTxt |
| Amt | $1,353 | Amt |
| Net Investment Income | $1,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $44 | $44 | $0 |
| 2025 ESTIMATED TAX PAID | $500 | $0 | $0 |