THE DAVIS FAMILY FUND INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVIS FAMILY FUND INC (EIN 13-6160952)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349103742
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:02:29-07:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112370855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Satty Levine & Ciacco CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 Broadhollow Road Suite 300 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136160952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Davis Family Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 5163389500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 837 Boston Post Road 12 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Russell A Davis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Russell A | PersonFirstNm |
| Person Last | Davis | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank Lou CPA | PreparerPersonNm |
| PTIN | P00546140 | PTIN |
| Phone | 5163389500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $679,253 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,421 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,421 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,574 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,144 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $26 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,424 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,450 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,465 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $5,841 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,306 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,306 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,424 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,144 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,255 | CashBOYAmt |
| Cash EOY | $13,548 | CashEOYAmt |
| Cash EOYFMV | $13,548 | CashEOYFMVAmt |
| Corporate Stock BOY | $560,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $519,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $665,705 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $571,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $533,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $679,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $382,240 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $382,240 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $189,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $151,164 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $571,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $533,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $571,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $533,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $571,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,956 | ExcessRevenueOverExpensesAmt |
| Subtotal | $533,404 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $533,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Crown Castle Inc. | P | 2021-03-12 | 2022-12-21 | $11,814 | $13,381 | -$1,567 | -$1,567 |
| Sales Force Inc. | P | 2020-08-03 | 2022-12-21 | $14,924 | $23,044 | -$8,120 | -$8,120 |
| Activision Blizzard Inc. | P | 2019-05-24 | 2023-10-16 | $17,670 | $9,006 | $8,664 | $8,664 |
| Generac Holdings Inc. | P | 2022-09-14 | 2023-10-04 | $3,016 | $6,371 | -$3,355 | -$3,355 |
| Honeywell Intl Inc. | P | 2020-07-08 | 2023-10-04 | $19,072 | $16,051 | $3,021 | $3,021 |
| Nextera Energy Inc. | P | 2022-05-13 | 2023-10-04 | $15,591 | $19,834 | -$4,243 | -$4,243 |
| Veralto Corp | P | 2019-05-24 | 2003-10-02 | $57 | $31 | $26 | $26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,574 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $26 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $145 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $145 | SubtotalAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $860 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $860 | TotalPaymentsAndCreditsAmt |
| Overpayment | $715 | OverpaymentAmt |
| Applied To ES Tax | $715 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Satty Levine & Ciacco CPAs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163389500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 Broadhollow Road | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Russell A Davis | ||||||
| 837 Boston Post Road Ste 12 | Madison | CT | 06443 | President | 0.00 | $0 |
| Gerald A Davis | ||||||
| 837 Boston Post Road Ste 12 | Madison | CT | 06443 | Treasurer | 0.00 | $0 |
| Stephen M Davis | ||||||
| 837 Boston Post Road Ste 12 | Madison | CT | 06443 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | community based projects | Description1Txt |
| Expenses1 | $14,900 | Expenses1Amt |
| Description2 | arts | Description2Txt |
| Expenses2 | $7,250 | Expenses2Amt |
| Description3 | religious | Description3Txt |
| Expenses3 | $7,050 | Expenses3Amt |
| Description4 | educational | Description4Txt |
| Expenses4 | $5,300 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $710,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $719,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $719,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $708,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,439 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,439 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $145 | TotalTaxAmt |
| Distributable Before Adj | $35,294 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,294 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,294 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,956 | UndistributedIncomePYAmt |
| Qualifying Distributions | $34,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,956 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,544 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $32,750 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Shoreline Arts Alliance | |||||||
| 725 BOSTON POST ROAD | GUILFORD | CT | 06437 | NONE | PC | general CONTRIBUTION | $1,000 |
| The Hollycroft Foundation | |||||||
| 51 COMSTOCK AVE | IVORYTON | CT | 06442 | NONE | PC | general CONTRIBUTION | $1,000 |
| Madison Cultural Arts | |||||||
| PO BOX 67 | MADISON | CT | 06443 | NONE | PC | general CONTRIBUTION | $2,500 |
| Madison ABC Program | |||||||
| BOX 371 | MADISON | CT | 06443 | NONE | PC | general contribution | $2,000 |
| Madison Foundation | |||||||
| PO BOX 446 | MADISON | CT | 06443 | NONE | PC | general contribution | $2,500 |
| EC Scranton Memorial Library | |||||||
| 801 BOSTON POST ROAD | MadIson | CT | 06443 | NONE | PC | general contribution | $2,500 |
| Madison Historical Society | |||||||
| 14 MEETINGHOUSE LANE | MADISON | CT | 06443 | NONE | PC | general contribution | $1,000 |
| Madison Hose Co No 1 | |||||||
| PO BOX 573 | MADISON | CT | 06443 | NONE | PC | general contributions | $1,000 |
| Madison Rotary Foundation | |||||||
| PO BOX 335 | MADISON | CT | 06443 | NONE | PC | GENERAL CONTRIBUTION | $1,000 |
| Guilford Art Center | |||||||
| 411 CHURCH STREET | GUILFORD | CT | 06437 | NONE | PC | General Contribution | $1,000 |
| Aryeh Stein-Azen Fund | |||||||
| PO Box 5357 | Princeton | NJ | 08540 | NONE | PC | General Contribution | $1,350 |
| Madison Ambulance Association | |||||||
| 9 Old Route 79 | Madison | CT | 06443 | NONE | PC | General Contribution | $1,000 |
| Temple Solel | |||||||
| 3575 Manchester Avenue | Cardiff by the Sea | CA | 92007 | NONE | PC | General Contribution | $1,200 |
| KPBS | |||||||
| 5200 Campanile Drive | San Diego | CA | 92182 | NONE | PC | General Contribution | $800 |
| Feeding San Diego | |||||||
| 9477 Waples St | San Diego | CA | 92121 | None | PC | General Contribution | $1,000 |
| MCS Inc | |||||||
| PO Box 148 | Madison | CT | 06443 | None | PC | General Contribution | $2,000 |
| IRIS | |||||||
| 1200 New York Avenue NW | WAshington | DC | 20005 | NONE | PC | General Contribution | $1,500 |
| Sacred Heart University | |||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | NONE | PC | General Contribution | $1,000 |
| Sandy Hook Promise Foundation | |||||||
| PO Box 3489 | Newtown | CT | 06470 | NONE | EOF | General Contribution | $750 |
| The Irvoryton Playhouse Foundation | |||||||
| 103 Main St | Ivoryton | CT | 06442 | NONE | PC | General Contribution | $750 |
| Jewish Community Foundation | |||||||
| 4950 Murphy Canyon Road | San Diego | CA | 92123 | NONE | PC | General Contribution | $1,000 |
| Evergreen Collaborative | |||||||
| PO Box 21961 | Seattle | WA | 98111 | NONE | PC | General Contribution | $1,325 |
| Sanctum House | |||||||
| 28175 Haggerty Road | Novi | MI | 48377 | NONE | PC | General Contribution | $1,325 |
| Jfact Fund | |||||||
| 40 Woodland Street | Hartford | CT | 06105 | NONE | PC | General Contribution | $500 |
| AMerican Friends of Magen David Ado | |||||||
| 20 W 36th Street Suite 1100 | New York | NY | 10018 | NONE | PC | General Contribution | $2,000 |
| Goodspeed Opera House Foundation In | |||||||
| PO Box A | East Haddam | CT | 06423 | NONE | PC | General Contribution | $1,000 |
| Habitat for Humanity Greater New Ha | |||||||
| PO Box 916 | Madison | CT | 06443 | NONE | PC | General Contribution | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,574 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,424 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5,574 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,850 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Income is generated to support the organization's charitable purpose. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,465 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,465 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Expenses | Desc |
| Revenue And Expenses Per Books | $5,841 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,841 | AdjustedNetIncomeAmt |
Comments