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MCCAFFREY FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MCCAFFREY FAMILY FOUNDATION INC (EIN 06-1627741)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-07
IRS object ID
202230669349100208
Schema version
2021v4.1
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)
Return2022-03-07T08:54:58-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061627741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MCCAFFREY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCCABusinessNameControlTxt
Phone2035447464PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13362 MEADOW RIDGEAddressLine1Txt
CityREDDINGCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06896ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE MCCAFFREYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2039845923PhoneNum
Signature2022-03-07SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJANEPersonFirstNm
Person LastMCCAFFREYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$224,202FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,111ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,155DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,155DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$52,540NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$84,820GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52,540CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$106,806TotalRevAndExpnssAmt
Total Net Invst Incm$56,695TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$90TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$440OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$530TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,030TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,776ExcessRevenueOverExpensesAmt
Net Investment Income$56,695NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,429CashBOYAmt
Cash EOY$18,413CashEOYAmt
Cash EOYFMV$18,413CashEOYFMVAmt
Prepaid Expenses BOY$600PrepaidExpensesBOYAmt
Prepaid Expenses EOY$320PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$320PrepaidExpensesEOYFMVAmt
Other Assets BOY$193,232OtherAssetsBOYAmt
Other Assets EOY$205,469OtherAssetsEOYAmt
Other Assets EOYFMV$205,469OtherAssetsEOYFMVAmt
Total Assets BOY$204,261TotalAssetsBOYAmt
Total Assets EOY$224,202TotalAssetsEOYAmt
Total Assets EOYFMV$224,202TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$204,261CapitalStockBOYAmt
Capital Stock EOY$224,202CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$204,261TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$224,202TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$204,261TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$224,202TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$204,261TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,776ExcessRevenueOverExpensesAmt
Other Increases$16,251OtherIncreasesAmt
Subtotal$270,288SubtotalAmt
Other Decreases$46,086OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$224,202TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TD AMERITRADE PORTFOLIOP2021-07-202021-11-10$5,487$5,558-$71-$71
TD AMERITRADE PORTFOLIOP2018-07-192021-12-31$18,339$18,972-$633-$633
TD AMERITRADE PORTFOLIO2006-07-302021-01-04$7,969$725$7,244$7,244
TD AMERITRADE PORTFOLIO2005-06-302021-11-11$50,025$4,025$46,000$46,000
TD AMERITRADE PORTFOLIOP2021-08-132021-11-18$3,000$3,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$52,540CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$788InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$788SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$788TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$468TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJANE MCCAFFREYIndividualWithBooksNm
Phone2039845923PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13362 MEADOW RIDGEAddressLine1Txt
CityREDDINGCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06896ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
JANE R MCCAFFREY
3362 MEADOW RIDGEREDDINGCT06896PRESIDENT5.00$0$0$0
MATTHEW J MCCAFFREY
16 DOVER CIRCLEFRANKLINMA02038DIRECTOR0.50$0$0$0
KATHERINE T MCCAFFREY
22 MOUNTAINVIEW TERRACEMAPLEWOODNJ07040DIRECTOR0.50$0$0$0
MARK R MCCAFFREY
330 STONYBROOK ROADFAIRFIELDCT06824DIRECTOR0.50$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$206,375AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,004AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$221,379TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$221,379AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,321CashDeemedCharitableAmt
Net Vl Noncharitable Assets$218,058NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,903MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,903MinimumInvestmentReturnAmt
Tax Based On Investment Income$788TaxBasedOnInvestmentIncomeAmt
Total Tax$788TotalTaxAmt
Distributable Before Adj$10,115DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,115DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,115DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$56,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,115DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$96,345ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$106,908ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$79,231ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$83,723ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$61,399ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$427,606TotalExcessDistributionCyovAmt
Qualifying Distributions$56,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,115AppliedToCurrentYearAmt
Remaining Distri From Corpus$46,385RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$473,991TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$96,345ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$377,646ExcessDistriCyovToNextYrAmt
Excess From Year4$106,908ExcessFromYear4Amt
Excess From Year3$79,231ExcessFromYear3Amt
Excess From Year2$83,723ExcessFromYear2Amt
Excess From Year1$61,399ExcessFromYear1Amt
Excess From Current Year$46,385ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJANE R MCCAFFREYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BREAD AND ROSES KITCHEN
135 TERRACE ROADFRANKLINNH03235NONE501(C)(3)SOUP KITCHEN$1,000
BRIGHT STARS OF BETHLEHEM
PO BOX 185MOUNT MORRISIL61054NONE501(C)(3)SUPPORTING DAR AL-KALIMA UNIVERSITY IN BETHLEHEM, PALESTINE$10,000
CANTERBURY SHAKER VILLAGE
288 SHAKER ROADCANTERBURYNH03224NONE501(C)(3)HISTORIC SITE AND MUSEUM$1,000
COMMUNITY SERVINGS
179 AMORY STREETJAMAICA PLAINMA02130NONE501(C)(3)GREATER BOSTON'S FREE, HOT, HOME-DELIVERED MEALS PROGRAM FOR AILING PEOPLE$10,000
CORNELL LAB OF ORNITHOLOGY
159 SAPSUCKER WOODS ROADITHACANY14850NONE501(C)(3)ADVANCING THE UNDERSTANDING AND PROTECTION OF THE NATURAL WORLD$1,000
CT QUEST FOR PEACE
PO BOX 356GEORGETOWNCT06829NONE501(C)(3)PROVIDING HUMANITARIAN AID TO THE POOR OF NICARAGUA$5,000
EDUCATION AND HOPE
PO BOX 486NORWALKCT06856NONE501(C)(3)PROVIDING HOPE FOR THE CHILDREN OF GUATEMALA THROUGH EDUCATION$10,000
MAPLEWOOD MEMORIAL LIBRARY
51 BAKER STREETMAPLEWOODNJ07040NONE501(C)(3)SERVING CITIZENS OF MAPLEWOOD AND ENVIRONS$10,000
NEW POND FARM
101 MARCHANT ROADREDDINGCT06896NONE501(C)(3)ENVIRONMENTAL EDUCATION CENTER$1,000
THIRTEEN
825 EIGHTH AVENUENEW YORKNY10019NONE501(C)(3)PUBLIC TELEVISION$1,000
WESTPORT ASTRONOMICAL SOCIETY
182 BAYBERRY LANEWESTPORTCT06880NONE501(C)(3)BRINGING THE WONDERS OF THE NIGHT SKY TO THOUSANDS$1,000
WNYC - NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013NONE501(C)(3)PUBLIC RADIO$500
WSHU
5151 PARK AVENUEFAIRFIELDCT06825NONE501(C)(3)FAIRFIELD COUNTY'S PUBLIC RADIO STATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,155ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$52,540ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$56,695ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,695TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJANE R MCCAFFREYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13362 MEADOW RIDGEAddressLine1Txt
CityREDDINGCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06896ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,111TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property175 SHARES BRKBNoncashPropertyDesc
Fair Market Value$50,111FairMarketValueAmt
Received2021-11-11ReceivedDt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescTD AMERITRADE EQUITYDesc
BOY Book Value$193,232BOYBookValueAmt
EOY Book Value$205,469EOYBookValueAmt
EOYFMV$205,469EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescGAIN RECOGNIZED ON SALE OF CONTRIBUTED STOCKDesc
Amt$46,086Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE$190$0$0
CT FILING FEES$250$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$16,251Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJANE MCCAFFREYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13362 MEADOW RIDGEAddressLine1Txt
CityREDDINGCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06896ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$90Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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