Bluebird Foundation Inc.

990PF • Fiscal year 2013 • EIN 06-1525027

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 10, 2013

Organization Profile

173 Ayers Point RoadMystic, CT 06475-4304

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

-309%

Higher net margin than 3% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

-8.1%

Faster asset growth than 29% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$75,601

Down $6,660 (-8.1%) from 2012

Net Assets

Down

$75,601

Down $6,660 (-8.1%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin3rd percentile

Revenue

$2,169

No earlier filing loaded for comparison.

Expenses

Down

$8,880

Down $11,899 (-57%) from 2012

Net Income

-$6,711

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$75,601

Liabilities$0

Net Assets$75,601

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$2,169

Expenses$8,880

Net Income-$6,711

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Nov 10, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBERT P PERFETTO JR	President	-	$0	-	-
FRANCES R PERFETTO	Director	-	$0	-	-
REGINA A STRAND	Secretary	-	$0	-	-
ELAINE P ALFANO	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	UNIVERSITY OF NORTH FLORIDA - TUITION FOR RECIPIENT	GENERAL SUPPORT	PUBLIC	JACKSONVILLE, FL, US	$3,132
Paid Grant	MOTHER SETON REGIONAL HIGH SCHOOL	GENERAL SUPPORT	PUBLIC	CLARK, NJ, US	$2,200
Paid Grant	ACADEMY OF THE HOLY FAMILY	GENERAL SUPPORT	PUBLIC	BALTIC, CT, US	$1,500

Filing and Contact Details

Filer

EIN: 06-1525027

Raw XML Appendix384 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFees/Amount	0	1700
AccountingFeesSchedule/AccountingFees/Category	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	0
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	1700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	62845
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	106452
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	JANNEY MONTGOMERY SCOTT - SEE STATEMENT 5
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	3126
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	-957
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	2169
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	0
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount	0	0
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	2169
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	1700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	1700
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	6832
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	6832
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	3126
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	3126
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-6711
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	15363
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	-957
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	1301
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	175
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	6832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	1825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	8880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	3126
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	2169
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	1825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	2048
IRS990PF/BalanceSheets/CapitalStockBOY	0	0
IRS990PF/BalanceSheets/CapitalStockEOY	0	0
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	79164
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	62845
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	106452
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	82261
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	75601
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	3097
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	12756
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	12756
IRS990PF/BalanceSheets/TotalAssetsBOY	0	82261
IRS990PF/BalanceSheets/TotalAssetsEOY	0	75601
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	119208
IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	82261
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	75601
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	82261
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	75601
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	-957
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	742
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	1	2318
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	2	2854
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	3	29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	4	8212
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	5	2165
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2006-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2008-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2010-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	2009-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	4	2007-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	5	2008-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2012-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2013-02-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	5	2012-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	20 SH CONSOL ENERGY, INC.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	80 SH CONSOL ENERGY, INC.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	150 SH CORNING, INC.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	0.67 SH DUKE ENERGY CORP.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	200 SH GULFMARK OFFSHORE, INC.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	200 SH WEATHERFORD INTL.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	-70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	371
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	-991
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	3	16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	4	-556
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	5	273
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	-70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	371
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	-991
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	3	16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	4	-556
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	5	273
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	672
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	2689
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	1863
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	3	45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	4	7656
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	5	2438
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	2	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	3	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	4	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	5	P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-6711
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	51
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	75601
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	82261
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	75601
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	5626
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	5626
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	5626
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	5652
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	26
IRS990PF/DistributableAmount/TotalTax	0	26
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	94
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	120
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	26
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	94
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	26
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	26
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	120
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	119208
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	114768
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	6706
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	108062
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	1722
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	5652
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	113046
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	114768
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	ROBERT P PERFETTO JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	FRANCES R PERFETTO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	REGINA A STRAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	ELAINE P ALFANO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	9 RESERVOIR ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	11 COULTER STREET UNIT 8
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	173 AYERS POINT ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	3	25 CONNOLLY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	OLD SAYBROOK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	OLD SAYBROOK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	OLD SAYBROOK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	OLD SAYBROOK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	3	CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	06475
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	064752346
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	2	06475
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	3	06475
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	22893
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	22880
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.202396
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.157418
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.204006
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.211160
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.233470
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.205928
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	113046
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	117598
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	131746
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	144407
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	176802
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	258216
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	13
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	6832
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	18512
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	26877
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	30493
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	41278
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	53174
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	1.011982
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	6832
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	6832
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	6832
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	REGINA A STRAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8603886558
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	173 AYERS POINT ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	OLD SAYBROOK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	064754304
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	CT
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	2200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	3132
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	ACADEMY OF THE HOLY FAMILY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	MOTHER SETON REGIONAL HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	UNIVERSITY OF NORTH FLORIDA - TUITION FOR RECIPIENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	54 W MAIN STREET BOX 691
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	VALLEY ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	ONE UNF DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	BALTIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	CLARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	JACKSONVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	06330
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	070661597
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	32224
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	6832
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	5626
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	5626
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	12737
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	20420
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	23343
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	32582
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	40631
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	40631
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	90288
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	1206
IRS990PF/UndistributedIncome/ExcessFromYear1	0	12737
IRS990PF/UndistributedIncome/ExcessFromYear2	0	20420
IRS990PF/UndistributedIncome/ExcessFromYear3	0	23343
IRS990PF/UndistributedIncome/ExcessFromYear4	0	32582
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	6832
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	1206
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	130919
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	129713
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	BROKER/INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description	1	SECRETARY OF STATE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	50
OtherIncreasesSchedule/OtherIncreases/Amount	0	51
OtherIncreasesSchedule/OtherIncreases/Description	0	ADJUST TO ACTUAL
TaxesSchedule/Taxes/Amount	0	173
TaxesSchedule/Taxes/Category	0	EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	061525027
ReturnHeader/Filer/Name/BusinessNameLine1	0	BLUEBIRD FOUNDATION INC
ReturnHeader/Filer/NameControl	0	BLUE
ReturnHeader/Filer/Phone	0	8603886558
ReturnHeader/Filer/USAddress/AddressLine1	0	173 AYERS POINT ROAD
ReturnHeader/Filer/USAddress/City	0	OLD SAYBROOK
ReturnHeader/Filer/USAddress/State	0	CT
ReturnHeader/Filer/USAddress/ZIPCode	0	064754304
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-11-10
ReturnHeader/Officer/Name	0	REGINA A STRAND
ReturnHeader/Officer/Phone	0	8603886558
ReturnHeader/Officer/Title	0	SECRETARY
ReturnHeader/PreparerFirm/EIN	0	061009205
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	BLUM SHAPIRO & COMPANY PC CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	29 S MAIN STREET PO BOX 272000
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	WEST HARTFORD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	061272000
ReturnHeader/Preparer/Name	0	ANDREW LATTIMER
ReturnHeader/Preparer/Phone	0	8605614000
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-13T07:46:40-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $75,601
Liabilities: $0
Net assets: $75,601
Revenue: $2,169
Expenses: $8,880
Net income: -$6,711

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$39.0	$0.00	$39.0	$6.47	$20.1	$13.6
2024Detailed filing. Detailed filing data is available for this year.	$52.6	$0.00	$52.6	$8.88	$5.06	$3.82
2023Detailed filing. Detailed filing data is available for this year.	$48.8	$0.00	$48.8	$3.88	$9.81	$5.94
2022Detailed filing. Detailed filing data is available for this year.	$54.8	$0.05	$54.7	$10.7	$4.15	$6.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$48.3	$0.20	$48.1	$4.88	$4.16	$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$47.6	$0.20	$47.4	$6.67	$5.95	$0.72
2016Summary only. Only limited summary data is available for this year.	$62.2	$0.00		$3.25	$6.85	$3.60
2015Summary only. Only limited summary data is available for this year.	$65.8	$0.00		$3.04	$14.5	$11.4
2014Summary only. Only limited summary data is available for this year.	$76.7	$0.00		$10.7	$9.59	$1.10
2013Detailed filing. Detailed filing data is available for this year.	$75.6	$0.00	$75.6	$2.17	$8.88	$6.71
2012Detailed filing. Detailed filing data is available for this year.	$82.3	$0.00	$82.3		$20.8