THE DAVIS FAMILY FUND INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVIS FAMILY FUND INC (EIN 13-6160952)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-08
- IRS object ID
- 202200679349100920
- Schema version
- 2020v4.0
- 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 | 2022-03-08T15:11:44-08:00 | ReturnTs |
| Tax Period End | 2021-10-31 | 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 | 2020-11-01 | 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 | 2022-03-08 | 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 |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $942,380 | 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 | $24,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,959 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,959 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,481 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,440 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,959 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,677 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $1,677 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $7,387 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $7,387 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,064 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,064 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,440 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,895 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,968 | CashBOYAmt |
| Cash EOY | $13,458 | CashEOYAmt |
| Cash EOYFMV | $13,458 | CashEOYFMVAmt |
| Corporate Stock BOY | $660,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $586,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $928,922 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $671,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $600,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $942,380 | 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 | $289,686 | RetainedEarningBOYAmt |
| Retained Earning EOY | $218,142 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $671,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $600,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $671,926 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $600,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $671,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,674 | ExcessRevenueOverExpensesAmt |
| Subtotal | $650,252 | SubtotalAmt |
| Other Decreases | $49,870 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $600,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| American Tower Corp REIT | P | 2020-07-08 | 2021-03-12 | $3,206 | $3,964 | -$758 | -$758 |
| American Tower Corp REIT | P | 2020-03-03 | 2021-03-12 | $8,761 | $10,063 | -$1,302 | -$1,302 |
| Invesco Intl Small-Mid Company Fund | P | 2020-12-11 | 2021-09-13 | $2,378 | $1,909 | $469 | $469 |
| Invesco Intl Small-Mid Company Fund | P | 2018-07-27 | 2021-09-13 | $13,898 | $11,570 | $2,328 | $2,328 |
| Invesco Intl Small-Mid Company Fund | P | 2018-12-11 | 2021-09-13 | $1,552 | $1,152 | $400 | $400 |
| Invesco Intl Small-Mid Company Fund | P | 2019-01-01 | 2021-09-13 | $12,063 | $8,825 | $3,238 | $3,238 |
| Merck & Co. | P | 2019-01-01 | 2021-09-13 | $13,670 | $14,225 | -$555 | -$555 |
| Organon & Co. | P | 2019-01-01 | 2021-09-13 | $609 | $685 | -$76 | -$76 |
| Virtus Kar Small-Cap Growth Fund | P | 2018-07-27 | 2021-09-15 | $5,000 | $2,940 | $2,060 | $2,060 |
| Vontier Corp. | P | 2020-07-08 | 2021-09-13 | $2,151 | $1,474 | $677 | $677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,481 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$289 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $437 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $437 | SubtotalAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,163 | OverpaymentAmt |
| Applied To ES Tax | $1,163 | 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 | $21,100 | Expenses1Amt |
| Description2 | arts | Description2Txt |
| Expenses2 | $5,500 | Expenses2Amt |
| Description3 | religious | Description3Txt |
| Expenses3 | $12,450 | Expenses3Amt |
| Description4 | educational | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $884,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $895,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $895,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $881,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $437 | TotalTaxAmt |
| Distributable Before Adj | $43,656 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,656 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,050 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,650 | UndistributedIncomePYAmt |
| Qualifying Distributions | $44,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,650 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,400 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $33,256 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 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 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 | $3,000 |
| MADISON HISTORICAL SOCIETY | |||||||
| 14 MEETINGHOUSE LANE | MADISON | CT | 06443 | NONE | Nonprofit | general contribution | $1,000 |
| MADISON HOSE CO NO 1 | |||||||
| PO BOX 573 | MADISON | CT | 06443 | NONE | Non-profi | general contributions | $1,000 |
| MADISON ROTARY FOUNDATION | |||||||
| PO BOX 335 | MADISON | CT | 06443 | NONE | Nonprofit | GENERAL CONTRIBUTION | $1,000 |
| CONGREGATION BETH SHALOM RODIE ZEDE | |||||||
| 55 EAST KINGS HIGHWAY | CHESTER | CT | 06412 | NONE | NONPROFIT | GENERAL contribution | $5,000 |
| 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 | $3,350 |
| 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 | $1,500 |
| KPBS | |||||||
| 5200 Campanile Drive | San Diego | CA | 92182 | NONE | PC | General Contribution | $1,200 |
| Feeding San Diego | |||||||
| 9477 Waples St | San Diego | CA | 92121 | None | PC | General Contribution | $1,300 |
| First Congregational Church of Madi | |||||||
| 26 Meetinghouse Lane | Madison | CT | 06443 | None | PC | General Contribution | $250 |
| MCS Inc | |||||||
| PO Box 148 | Madison | CT | 06443 | None | PC | General Contribution | $2,000 |
| Fresher Sacramento | |||||||
| 8001 Folsom Blvd | Sacramento | CA | 95826 | None | PC | General Contribution | $1,500 |
| Direct Relief | |||||||
| 6100 Wallace Becknell Road | Santa Barbara | CA | 93117 | NONE | PC | General Contribution | $2,000 |
| Environmental Defense Fund | |||||||
| 1875 Connecticut Avenue NW | Washington | DC | 20009 | NONE | PC | General Contribution | $1,350 |
| Lutheran Social Services NCA | |||||||
| 1730 Rhode Island Ave NW Suite 712 | Washington | DC | 20036 | NONE | PC | General Contribution | $1,350 |
| Jewish Family Serices San Diego | |||||||
| 8804 Balboa Avenue | San Diego | CA | 92123 | NONE | PC | General Contribution | $1,000 |
| American Legion Renovation Fund | |||||||
| Griswold Post 79 PO Box 504 | Madison | CT | 06443 | NONE | PC | General Contribution | $2,000 |
| IRIS | |||||||
| 1200 New York Avenue NW | WAshington | DC | 20005 | NONE | PC | General Contribution | $1,000 |
| Sacred Heart University | |||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | NONE | PC | General Contribution | $1,000 |
| Sandy Hook Pomise Foundation | |||||||
| PO Box 3489 | Newtown | CT | 06470 | NONE | PC | General Contribution | $1,250 |
| The Irvoryton Playhouse Foundation | |||||||
| 103 Main St | Ivoryton | CT | 06442 | NONE | PC | General Contribution | $1,000 |
| The Legacy Theatre Inc | |||||||
| 128 Thimble Islands Road | Branford | CT | 06405 | NONE | PC | General Contribution | $500 |
| Madiosn Lyric Stage | |||||||
| 104 Boston Post Road | Madison | CT | 06443 | NONE | PC | General Contribution | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,959 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,481 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,959 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,481 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,440 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment - Bankrupt Stock | Desc |
| Amt | $49,870 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Bank Charges | $175 | $175 |
| Investment Expenses | $7,212 | $7,212 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME TAXES | CategoryTxt |
| Amt | $1,677 | Amt |
| Adjusted Net Income | $1,677 | AdjustedNetIncomeAmt |
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