EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202411319349100211
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-10T09:20:31-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273823827PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAL CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1238 West Town StAddressLine1Txt
CityNORWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06360ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066475783EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EILEEN D BROWN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEILEBusinessNameControlTxt
Phone8608613843PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O DEE DEE JACKMAN 587 EKONK HILLAddressLine1Txt
CityVOLUNTOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06384ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEE DEE JACKMANPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone8608613843PhoneNum
Signature2024-04-23SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEE DEEPersonFirstNm
Person LastJACKMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A LASARACINAPreparerPersonNm
PTINP01460566PTIN
Phone8608865186PhoneNum
Preparation2024-05-10PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,319,200FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$24,904ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$48InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27,667DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,667DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,667DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,913NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$606,777GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$59,532TotalRevAndExpnssAmt
Total Net Invst Incm$27,715TotalNetInvstIncmAmt
Total Adj Net Incm$27,715TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$9,875CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Adj Net Incm$9,875CompOfcrDirTrstAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$725AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$725AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$4,488TaxesRevAndExpnssAmt
Taxes Adj Net Incm$4,488TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$2,610DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$2,610DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$2,817OccupancyRevAndExpnssAmt
Occupancy Adj Net Incm$2,817OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$2,817OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,507TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$1,507TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$53,517OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$53,517OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$75,539TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$75,539TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,817TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,175ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,175ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,714TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$75,539TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,992TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,182ExcessRevenueOverExpensesAmt
Net Investment Income$27,715NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,508CashBOYAmt
Cash EOY$41,906CashEOYAmt
Cash EOYFMV$41,906CashEOYFMVAmt
Sav And Temp Cash Invst BOY$170,521SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$95,570SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$95,570SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$751,770CorporateStockBOYAmt
Corporate Stock EOY$846,828CorporateStockEOYAmt
Corporate Stock EOYFMV$846,828CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land Bldg Equip Cost Or Other Bss$364,300LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,470LandBldgEquipAccumDeprecAmt
Land BOY$322,940LandBOYAmt
Land EOY$332,830LandEOYAmt
Land EOYFMV$332,830LandEOYFMVAmt
Other Assets BOY$2,474OtherAssetsBOYAmt
Other Assets EOY$2,066OtherAssetsEOYAmt
Other Assets EOYFMV$2,066OtherAssetsEOYFMVAmt
Total Assets BOY$1,268,213TotalAssetsBOYAmt
Total Assets EOY$1,319,200TotalAssetsEOYAmt
Total Assets EOYFMV$1,319,200TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,268,213RetainedEarningBOYAmt
Retained Earning EOY$1,319,200RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,268,213TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,319,200TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,268,213TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,319,200TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,268,213TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,182ExcessRevenueOverExpensesAmt
Other Increases$69,461OtherIncreasesAmt
Subtotal$1,319,492SubtotalAmt
Other Decreases$292OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,319,200TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$385InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$385SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$385TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$385TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDEE DEE JACKMANIndividualWithBooksNm
Phone8608613843PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1587 EKONK HILL RDAddressLine1Txt
CityVOLUNTOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06384ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREA TRUPPA-GAGAS
880 ROUTE 171WOODSTOCKCT06281TRUSTEE2.00$0$0$0
MAUREEN POITRAS
9 COLONEL BROWN RDGRISWOLDCT06351PRESIDENT2.00$2,125$0$0
MARY REIF
61 OLD VOLUNTOWN RDGRISWOLDCT06351TRUSTEE2.00$0$0$0
DEE DEE JACKMAN
587 EKONK HILL RDVOLUNTOWNCT06384SECRETARY/TREASURER2.00$7,750$0$0
DAISY PHILLIPS
163 BLACK HILL RDPLAINFIELDCT06374TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FRIENDS OF VOLUNTOWN LIBRARY P O BOX 26 VOLUNTOWN, CT 06384Description1Txt
Expenses1$200Expenses1Amt
Description2LAND TRUST ALLIANCE 1250 H. STREET NW, SUITE 600 WASHINGTON, DC 20005Description2Txt
Expenses2$250Expenses2Amt
Description3SLATER LIBRARY 26 MAIN ST JEWETT CITY, CT 06351Description3Txt
Expenses3$200Expenses3Amt
Description4ST. MARY'S CHURCH FOOD PANTRY 34 NORTH MAIN ST JEWETT CITY, CT 06351Description4Txt
Expenses4$200Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,992ExpensesAndContributionsAmt
Qualifying Distributions$4,992QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$23,030ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,014ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,949ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,905ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,647ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$68,545TotalExcessDistributionCyovAmt
Qualifying Distributions$4,992QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$4,992RemainingDistriFromCorpusAmt
Total Corpus$73,537TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,030ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$50,507ExcessDistriCyovToNextYrAmt
Excess From Year4$10,014ExcessFromYear4Amt
Excess From Year3$12,949ExcessFromYear3Amt
Excess From Year2$11,905ExcessFromYear2Amt
Excess From Year1$10,647ExcessFromYear1Amt
Excess From Current Year$4,992ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$4,992CurrentYearAmt
Year1$10,647Year1Amt
Year2$11,905Year2Amt
Year3$12,949Year3Amt
Total$40,493TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$4,992CurrentYearAmt
Year1$10,647Year1Amt
Year2$11,905Year2Amt
Year3$12,949Year3Amt
Total$40,493TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$1,319,200CurrentYearAmt
Year1$1,268,213Year1Amt
Year2$1,426,511Year2Amt
Year3$1,371,161Year3Amt
Total$5,385,085TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$1,319,200CurrentYearAmt
Year1$1,268,213Year1Amt
Year2$1,426,511Year2Amt
Year3$1,371,161Year3Amt
Total$5,385,085TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GRISWOLD FIRE DEPARTMENT
883 VOLUNTOWN RDGRISWOLDCT06351501c3CHARITABLE$100
MAKE A WISH FOUNDATION
56 COMMERCE DRTRUMBULLCT06611501C3CHARITABLE$100
FRANCISCAN FRIARS
199 COLONEL BROWN RDGRISWOLDCT06351501C3CHARITABLE$100
LAST GREEN VALLEY
203 MAIN STDANIELSONCT06239501C3CHARITABLE$50
NATIONAL PARKS FOUNDATION
P O BOX 17394BALTIMOREMD21298501C3CHARITABLE$25
KITTY HARBOR
2263 GLASGO ROADGRISWOLDCT06351501C3CHARITABLE$50
PEOPLE'S HARVEST GARDEN
139 WOLF DEN RDBROOKLYNCT06234501C3CHARITABLE$100
GRISWOLD YOUTH SERVICES
68 ASHLAND STJEWETT CITYCT06351501C3CHARITABLE$50
HABITAT FOR HUMANITY
322 W LAMAR STAMERICUSGA317096439501C3CHARITABLE$200
LAND TRUST ALLIANCE
1250 H ST NW SUITE 600WASHINGTONDC20005501C3CHARITABLE$250
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH ST NW SUITE 700WASHINGTONDC20001501C3CHARITABLE$25
SALVATION ARMY-NORWICH AREA
294 WASHINGTON STNORWICHCT06360501C3CHARITABLE$100
ST JUDE HOSPITAL
501 JUDE PLACEMEMPHISTN38105501C3CHARITABLE$50
SLATER LIBRARY
26 MAIN STJEWETT CITYCT06351501C3MUNICIPAL$200
WOUNDED WARRIOR
4899 BELFORD RD SUITE 300JACKSONVILLEFL32256501C3CHARITABLE$100
THE NATURE CONSERVATIVE
4245 N FAIRFOX DR SUITE 100ARLINGTONVA22203501C3CHARITABLE$25
(no name)
501C3CHARTIABLE$0
CT HUMANE SOCIETY
169 OLD COLCHESTER RDQUAKER HILLCT06375501C3CHARITABLE$50
FRIENDS OF THE VOLUNTOWN LIBRARY
P O BOX 26VOLUNTOWNCT06384501C3CHARITABLE$200
CT AUDOBON SOCIETY
314 UNQUOWA ROADFAIRFIELDCT06824501C3CHARITABLE$100
ST MARY'S FOOD PANTRY
34 NORTH MAIN STREETJEWETT CITYCT06351501C3CHARITABLE$200
M D ANDERSON CANCER CENTER
P O BOX 4486HOUSTONTX772105013CCHARITABLE$50
PAUCHAUG POND WEED CONTROL ASSOCIATION
39 JENNIFER LANEGRISWOLDCT06351501C3CHARITABLE$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,175TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescCHARITABLE REAL ESTATEDesc
Exclusion30ExclusionCd

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,667ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$6,913RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,715ExclusionAmt
Related Or Exempt Function Incm$6,913RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,628TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERITRADE - SHORT TERMPurchased2023-12$350,450$352,985-$2,535
AMERITRADE - LONG TERMPurchased2023-12$189,454$181,360$8,094
CHARLES SCHWAB- CAPITAL GAIN DISTRIBUTION2023-12$450$450
CHARLES SCHWAB- SHORT TERMPurchased2023-12$66,423$65,519$904

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$846,828EOYBookValueAmt
EOYFMV$846,828EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAND$265,000$0$265,000
FURNITURE AND FIXTURES$7,977$7,239$738
IMPROVEMENTS$78,823$23,918$54,905
EQUIPMENT$12,500$313$12,187

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTANGIBLE -BOND PREMIUMDesc
BOY Book Value$2,474BOYBookValueAmt
EOY Book Value$2,066EOYBookValueAmt
EOYFMV$2,066EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc990 PF TAXDesc
Amt$292Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT FEES$7,812$7,812
INSURANCE$7,819$7,819
SECURITY-ALARM$300$300
OFFICE EXPENSE$287$287
REPAIRS & MAINTENANCE$34,002$34,002
MEMBERSHIPS$100$100
AMORTIZATION$1,496$1,496
SUPPLIES$1,619$1,619
FOREIGN TAXES$82$82

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
SECTION 199A DIVIDENDS$122
NON DIVIDEND DISTRIBUTION$24
UNREALIZED GAIN ON INVESTMENT$69,315

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryREAL ESTATE TAXESCategoryTxt
Amt$4,488Amt
Adjusted Net Income$4,488AdjustedNetIncomeAmt

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