EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-08
IRS object ID
202301289349103900
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

FieldValueIRS element (for citing)
Return2023-05-08T13:35:01-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-04-10SignatureDt

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
Preparation2023-05-08PreparationDt
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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,268,213FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$58InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$58InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$58InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$26,010DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,010DividendsNetInvstIncmAmt
Dividends Adj Net Incm$26,010DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,526NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$511,022GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$42,594TotalRevAndExpnssAmt
Total Net Invst Incm$26,068TotalNetInvstIncmAmt
Total Adj Net Incm$26,068TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,085CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Adj Net Incm$5,085CompOfcrDirTrstAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$775AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$775AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$6,625TaxesRevAndExpnssAmt
Taxes Adj Net Incm$6,625TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$5,122TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,298DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$2,298DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$2,575OccupancyRevAndExpnssAmt
Occupancy Adj Net Incm$2,575OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$2,575OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$299TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$299TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$30,240OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$30,240OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$47,897TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$47,897TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,697TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,847TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$47,897TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,647TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,253ExcessRevenueOverExpensesAmt
Net Investment Income$26,068NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,558CashBOYAmt
Cash EOY$20,508CashEOYAmt
Cash EOYFMV$20,508CashEOYFMVAmt
Sav And Temp Cash Invst BOY$200,463SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$170,521SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$170,521SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$895,684CorporateStockBOYAmt
Corporate Stock EOY$751,770CorporateStockEOYAmt
Corporate Stock EOYFMV$751,770CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land Bldg Equip Cost Or Other Bss$351,800LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$28,860LandBldgEquipAccumDeprecAmt
Land BOY$325,238LandBOYAmt
Land EOY$322,940LandEOYAmt
Land EOYFMV$322,940LandEOYFMVAmt
Other Assets BOY$3,568OtherAssetsBOYAmt
Other Assets EOY$2,474OtherAssetsEOYAmt
Other Assets EOYFMV$2,474OtherAssetsEOYFMVAmt
Total Assets BOY$1,426,511TotalAssetsBOYAmt
Total Assets EOY$1,268,213TotalAssetsEOYAmt
Total Assets EOYFMV$1,268,213TotalAssetsEOYFMVAmt
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$1,426,511RetainedEarningBOYAmt
Retained Earning EOY$1,268,213RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,426,511TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,268,213TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,426,511TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,268,213TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,426,511TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,253ExcessRevenueOverExpensesAmt
Other Increases$371OtherIncreasesAmt
Subtotal$1,418,629SubtotalAmt
Other Decreases$150,416OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,268,213TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$362InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$362SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$362TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$70EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$70TotalPaymentsAndCreditsAmt
Original Return Tax Paid$70OriginalReturnTaxPaidAmt
Tax Due$292TaxDueAmt
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 (4 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 RDGRISWOLDCT06351TRUSTEE2.00$1,328$0$0
MARY REIF
61 OLD VOLUNTOWN RDGRISWOLDCT06351TRUSTEE2.00$0$0$0
DEE DEE JACKMAN
587 EKONK HILL RDVOLUNTOWNCT06384SECRETARY/TREASURER2.00$3,757$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)
Description1HABITAT FOR HUMANITY 322 W LAMAR ST AMERICUS, GA 31709Description1Txt
Expenses1$200Expenses1Amt
Description2LAND TRUST ALLIANCE 1250 H. STREET NW, SUITE 600 WASHINGTON, DC 20005Description2Txt
Expenses2$550Expenses2Amt
Description3PEOPLE'S HARVEST GARDEN 139 WOLF DEN RD BROOKLYN, CT 06234Description3Txt
Expenses3$375Expenses3Amt
Description4TOYS FOR TOTS 50 SULLIVAN RD LISBON, 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$10,647ExpensesAndContributionsAmt
Qualifying Distributions$10,647QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$28,105ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,030ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,014ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,949ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,905ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$86,003TotalExcessDistributionCyovAmt
Qualifying Distributions$10,647QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$10,647RemainingDistriFromCorpusAmt
Total Corpus$96,650TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$28,105ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$68,545ExcessDistriCyovToNextYrAmt
Excess From Year4$23,030ExcessFromYear4Amt
Excess From Year3$10,014ExcessFromYear3Amt
Excess From Year2$12,949ExcessFromYear2Amt
Excess From Year1$11,905ExcessFromYear1Amt
Excess From Current Year$10,647ExcessFromCurrentYearAmt

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$10,647CurrentYearAmt
Year1$11,905Year1Amt
Year2$12,949Year2Amt
Year3$10,014Year3Amt
Total$45,515TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$10,647CurrentYearAmt
Year1$11,905Year1Amt
Year2$12,949Year2Amt
Year3$10,014Year3Amt
Total$45,515TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$1,268,213CurrentYearAmt
Year1$1,426,511Year1Amt
Year2$1,371,161Year2Amt
Year3$1,368,561Year3Amt
Total$5,434,446TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$1,268,213CurrentYearAmt
Year1$1,426,511Year1Amt
Year2$1,371,161Year2Amt
Year3$1,368,561Year3Amt
Total$5,434,446TotalAmt

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
68 ASHLAND STJEWETT CITYCT06351501c3CHARITABLE$50
MAKE A WISH FOUNDATION
P O BOX 97104WASHINGTONDC20090501C3CHARITABLE$100
FRANCISCAN FRIARS
183 COLONEL BROWN RDGRISWOLDCT06351501C3CHARITABLE$100
LAST GREEN VALLEY
203 MAIN STDANIELSONCT06239501C3CHARITABLE$50
NATIONAL PARKS FOUNDATION
P O BOX 17394BALTIMOREMD21298501C3CHARITABLE$25
KITTY HARBOR
2263 GLASGO ROADGRISWOLDCT06351501C3CHARITABLE$100
PEOPLE'S HARVEST GARDEN
139 WOLF DEN RDBROOKLYNCT06234501C3CHARITABLE$375
UCONN CAHNR EXTENSION FOUNDATION
2390 ALUMNI DR UNIT 3206STORRSCT06351501C3CHARITABLE$100
HABITAT FOR HUMANITY
P O BOX 6439AMERICUSGA317096439501C3CHARITABLE$200
LAND TRUST ALLIANCE
1250 H ST NW SUITE 600WASHINGTONDC20005501C3CHARITABLE$550
GRISWOLD FIRE DEPT
RTE 138JEWETT CITYCT06351501C3CHARITABLE$100
SALVATION ARMY-NORWICH AREA
P O BOX 707NORWICHCT06360501C3CHARITABLE$100
ST JUDE HOSPITAL
501 JUDE PLACEMEMPHISTN38105501C3CHARITABLE$50
SLATER LIBRARY
26 MAIN STJEWETT CITYCT06351501C3MUNICIPAL$200
WOUNDED WARRIOR
P O BOX 758540TOPEKAKS666758540501C3CHARITABLE$100
THE NATURE CONSERVATIVE
4245 N FAIRFOX DR SUITE 100ARLINGTONVA22203501C3CHARITABLE$50
TOYS FOR TOTS
50 SULLIVAN RDLISBONCT06351501C3CHARTIABLE$200
CT HUMANE SOCIETY
169 OLD COLCHESTER RDQUAKER HILLCT06375501C3CHARITABLE$100
FRIENDS OF THE VOLUNTOWN LIBRARY
P O BOX 26VOLUNTOWNCT06384501C3CHARITABLE$0
CT AUDOBON SOCIETY
314 UNQUOWA ROADFAIRFIELDCT06824501C3CHARITABLE$100
ST MARY'S FOOD PANTRY
NORTH MAIN STREETGRISWOLDCT06351501C3CHARITABLE$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$2,950TotalGrantOrContriPdDurYrAmt

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$58ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,010ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$16,526RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,068ExclusionAmt
Related Or Exempt Function Incm$16,526RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,594TotalIncomeProducingActyAmt

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 (3 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERITRADE -SHORT TERMPurchased2022-12$198,477$208,788-$10,311
AMERITRADE- LONG TERMPurchased2022-12$311,869$285,708$26,161
AMERITRADE- CAPITAL GAIN DISTRIBUTIONS$676$676

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTD AMERITRADE- INVESTMENTSStockNm
EOY Book Value$751,770EOYBookValueAmt
EOYFMV$751,770EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAND$265,000$0$265,000
FURNITURE AND FIXTURES$7,977$7,189$788
IMPROVEMENTS$78,823$21,671$57,152

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTANGIBLE -BOND PREMIUMDesc
BOY Book Value$3,568BOYBookValueAmt
EOY Book Value$2,474EOYBookValueAmt
EOYFMV$2,474EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$150,416Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT FEES$5,705$5,705
INSURANCE$7,767$7,767
SECURITY-ALARM$300$300
OFFICE EXPENSE$339$339
REPAIRS & MAINTENANCE$11,920$11,920
MEMBERSHIPS$263$263
AMORTIZATION$1,780$1,780
SUPPLIES$2,150$2,150
FOREIGN TAXES$16$16

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
SECTION 199A DIVIDENDS$203
NON DIVIDEND DISTRIBUTION$168

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REAL ESTATE TAXES$5,122$5,122$5,122
PROBATE TAX$1,503$1,503

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