ECHLIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ECHLIN FOUNDATION (EIN 06-6037282)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-15
- IRS object ID
- 202501059349100620
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-15T07:52:54-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 NW 26TH ST STE 800 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331274333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066037282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ECHLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECHL | BusinessNameControlTxt |
| Phone | 3053757400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1096 | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACEY KAMMERER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053757400 | PhoneNum |
| Signature | 2025-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILEE PARE | PreparerPersonNm |
| PTIN | P01264913 | PTIN |
| Phone | 3053757400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $9,948,954 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $268,291 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,291 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,305 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $160 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $362,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $362,756 | 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 |
| Other Prof Fees Rev And Expnss | $45,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,455 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,973 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,149 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,318 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,318 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $493,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $493,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $558,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $493,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$195,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,222,417 | CashBOYAmt |
| Cash EOY | $867,123 | CashEOYAmt |
| Cash EOYFMV | $867,123 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,789,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,955,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,081,831 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,011,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,822,354 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,948,954 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,857,042 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,667,570 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $20,198 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $20,198 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $134,586 | RetainedEarningBOYAmt |
| Retained Earning EOY | $134,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,011,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,822,354 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,011,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,822,354 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,011,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$195,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,518 | OtherIncreasesAmt |
| Subtotal | $3,822,354 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,822,354 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $7 | $6 | $1 | $1 |
| PUBLICLY TRADED SECURITIES - LT | $313,386 | $219,082 | $94,304 | $94,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,293 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,293 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,293 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,400 | 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 | $7,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,107 | OverpaymentAmt |
| Applied To ES Tax | $3,107 | 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 |
| Individual With Books | TRACEY KAMMERER | IndividualWithBooksNm |
| Phone | 3053757400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1096 | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | 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 |
|---|---|---|---|---|---|---|---|---|
| JANE E KAMMERER | ||||||||
| PO BOX 1096 | BRANFORD | CT | 06405 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRACEY C KAMMERER | ||||||||
| PO BOX 1096 | BRANFORD | CT | 06405 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN T STELBEN | ||||||||
| PO BOX 1096 | BRANFORD | CT | 06405 | TRUSTEE | 1.00 | $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 | $8,827,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,251,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,079,066 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,079,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,927,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,293 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,293 | TotalTaxAmt |
| Distributable Before Adj | $492,101 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $492,101 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $492,101 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $493,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $493,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $492,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $492,841 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $493,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $492,841 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $491,942 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | UNRESTRICTED | $22,000 | |
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION | |||||||
| 34 WASHINGTON STREET SUITE 310 | WELLESLEY HILLS | MA | 02481 | NONE | UNRESTRICTED | $25,000 | |
| CENTRAL CT COAST YMCA | |||||||
| 1240 CHAPEL ST | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $15,000 | |
| CHILDREN'S SCHOLARSHIP FUND | |||||||
| 8 W 38TH ST SUITE 804 | NEW YORK | NY | 10018 | NONE | UNRESTRICTED | $12,000 | |
| COLUMBUS HOUSE INC | |||||||
| 586 ELLA T GRASSO BOULEVARD | NEW HAVEN | CT | 06519 | NONE | UNRESTRICTED | $18,000 | |
| COMMUNITY DINING ROOM | |||||||
| 30 HARRISON AVE | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $15,000 | |
| COMMUNITY SOUP KITCHEN | |||||||
| 94 BROADWAY | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $15,000 | |
| CONNECTICUT HOSPICE INC | |||||||
| 100 DOUBLE BEACH RD | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $25,000 | |
| DAMON RUNYON CANCER RESEARCH FOUNDATION | |||||||
| 55 BROADWAY SUITE 302 | NEW YORK | NY | 10006 | NONE | UNRESTRICTED | $24,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | UNRESTRICTED | $20,000 | |
| FRIENDS CENTER FOR CHILDREN | |||||||
| 227 EAST GRAND AVENUE | NEW HAVEN | CT | 06513 | NONE | UNRESTRICTED | $18,000 | |
| GAYLORD HOSPITAL INC | |||||||
| GAYLORD FARM ROAD PO BOX 400 | WALLINGFORD | CT | 06492 | NONE | UNRESTRICTED | $10,000 | |
| HABITAT FOR HUMANITY OF GREATER NEW HAVEN | |||||||
| 37 UNION ST | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $10,000 | |
| LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP | |||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $18,000 | |
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | |||||||
| 5 SCIENCE PARK 2ND FLOOR REAR | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $12,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| PO BOX 4777 | NEW YORK | NY | 101634777 | NONE | UNRESTRICTED | $25,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | |||||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | NONE | UNRESTRICTED | $24,000 | |
| NEW HAVEN ECOLOGY PROJECT | |||||||
| 358 SPRINGSIDE AVENUE | NEW HAVEN | CT | 06515 | NONE | UNRESTRICTED | $12,000 | |
| NEW HAVEN READS COMMUNITY BOOK BANK | |||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $12,000 | |
| PARKINSON'S FOUNDATION | |||||||
| 5757 WATERFORD DISTRICT DRIVE SUITE | MIAMI | FL | 33126 | NONE | UNRESTRICTED | $20,000 | 310 |
| SARAH FOUNDATION INC | |||||||
| 246 GOOSE LANE SUITE 104 | GUILFORD | CT | 06437 | NONE | UNRESTRICTED | $12,000 | |
| SOLAR YOUTH INC | |||||||
| 53 WAYFARER STREET | NEW HAVEN | CT | 06515 | NONE | UNRESTRICTED | $6,000 | |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | UNRESTRICTED | $30,000 | |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | NONE | UNRESTRICTED | $50,000 | |
| YALE CANCER CENTER | |||||||
| 157 CHURCH ST | NEW HAVEN | CT | 065102100 | NONE | UNRESTRICTED | $25,000 | |
| YALE UNIVERSITY CHILD STUDY CENTER | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 065190611 | NONE | UNRESTRICTED | $18,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $493,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,291 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $362,756 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $362,756 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,955,231 | EOYBookValueAmt |
| EOYFMV | $9,081,831 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $318 | $318 | $0 |
| TAX PREPARATION FEES | $7,000 | $7,000 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $160 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $160 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ADJUSTMENT | Desc |
| Amt | $6,518 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $45,455 | Amt |
| Net Investment Income | $45,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,149 | $1,149 | $0 |
| FEDERAL US INCOME TAXES | $11,824 | $0 | $0 |
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