MAXIMILIAN E & MARION O HOFFMAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MAXIMILIAN E & MARION O HOFFMAN FOUNDATION INC (EIN 22-2648036)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-12-02
- IRS object ID
- 202203369349100305
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-02T09:07:54-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 ASYLUM STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222648036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAXIMILIAN E AND MARION O HOFFMAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXI | BusinessNameControlTxt |
| Phone | 8605212949 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 970 FARMINGTON AVENUE 203 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARION L BARRAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8605212949 | PhoneNum |
| Signature | 2022-11-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARION | PersonFirstNm |
| Person Last | BARRAK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ANTONETTI | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 8605600020 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $44,007,289 | 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 | $146 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $146 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,699,790 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,699,790 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$870,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,360,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $829,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,699,936 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $554,514 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $335,093 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $219,420 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $72,422 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $36,211 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $36,211 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,624 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,812 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,812 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,008 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,008 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $185,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $184,894 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $993 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,685 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,888 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,779 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $75 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $40,185 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $160 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $160 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,879 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,212 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $970,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $624,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $290,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,183,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,183,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,154,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $624,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,473,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,324,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,074,991 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $531,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $588,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $588,272 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,033,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,691,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,594,582 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,979,329 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,944,373 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,819,935 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,418 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,268 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $225 | LandBOYAmt |
| Land EOY | $150 | LandEOYAmt |
| Land EOYFMV | $150 | LandEOYFMVAmt |
| Other Assets BOY | $4,350 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,350 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,548,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,228,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,007,289 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $65,531 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $70,076 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $65,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,076 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $48,482,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,158,442 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,482,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,158,442 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,548,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,228,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,482,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,324,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,158,442 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,158,442 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GMO BENCHMARK-FREE FUND III | P | 2014-12-31 | 2021-10-29 | $1,000,000 | $1,000,514 | -$514 | -$514 |
| GMO BENCHMARK-FREE FUND III | P | 2014-12-31 | 2022-06-30 | $3,360,000 | $3,702,275 | -$342,275 | -$342,275 |
| GMO MULTI STRATEGY ORDINARY EARNINGS | P | 2014-12-31 | 2022-06-30 | $527,419 | -$527,419 | -$527,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$870,208 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,458 | OverpaymentAmt |
| Applied To ES Tax | $4,458 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JUNE KWIATKOWSKI | IndividualWithBooksNm |
| Phone | 8605212949 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 970 FARMINGTON AVE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARION L BARRAK | ||||||||
| 66 EDDY STREET | AVON | CT | 06001 | PRESIDENT/DIRECTOR | 40.00 | $156,268 | $23,440 | $16,576 |
| MICHAEL B CHAHO | ||||||||
| 60 EDDY STREET | AVON | CT | 06001 | TREASURER/CFO | 40.00 | $139,590 | $20,939 | $26,924 |
| SAMI BARRAK | ||||||||
| 66 EDDY STREET | AVON | CT | 06001 | VICE PRESIDENT/SECRETARY | 40.00 | $112,530 | $14,834 | $10,414 |
| ROBERT M JERESATY MD | ||||||||
| 36 LAKEVIEW DRIVE | WEST HARTFORD | CT | 06117 | DIRECTOR | 2.00 | $11,000 | $0 | $0 |
| MARIE GUSTIN PHD | ||||||||
| 365 SHUTTLEMEADOW AVENUE | NEW BRITAIN | CT | 06052 | DIRECTOR | 2.00 | $11,000 | $0 | $0 |
| ANN MARIE FAULISO | ||||||||
| 799 PROSPECT AVENUE C4 | WEST HARTFORD | CT | 06105 | DIRECTOR | 2.00 | $11,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,001,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,228,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,230,402 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,230,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $723,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,506,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,375,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,375,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,942 | TotalTaxAmt |
| Distributable Before Adj | $2,360,405 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,360,405 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,360,405 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,473,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,473,927 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,360,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,181,227 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,473,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,181,227 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $292,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,067,705 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARION BARRAK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 970 FARMINGTON AVE SUITE 203 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605212949 | RecipientPhoneNum |
| Form And Info And Materials | PRESCRIBED APPLICATION FORM WHICH MAY BE OBTAINED FROM THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE OTHER THAN POLITICAL LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AVON OLD FARMS SCHOOL | ||||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | NONE | PUBLIC CHARITY | GENERAL | $90,000 | |
| HARTFORD BISHOP'S FOUNDATION INC | ||||||||
| 467 BLOOMFIELD AVE | BLOOMFIELD | CT | 06002 | NONE | PUBLIC CHARITY | GENERAL | $225,000 | |
| HARTFORD OPERA THEATRE INC | ||||||||
| PO BOX 370442 | WEST HARTFORD | CT | 06137 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| THE KATHERINE HEPBURN CULTURAL ARTS CENTER | ||||||||
| 100 MAIN STREET | OLD SAYBROOK | CT | 06475 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| FIVE POINTS CENTER FOR VISUAL ARTS CENTER | ||||||||
| PO BOX 1028 | TORRINGTON | CT | 06790 | NONE | PUBLIC CHARITY | GENERAL | $6,500 | |
| CARAMOOR CENTER FOR MUSIC & THE ARTS INC | ||||||||
| PO BOX 816 | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| SHORELINE ARTS ALLIANCE INC | ||||||||
| 715 BOSTON POST ROAD | GUILFORD | CT | 06437 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| MYSTIC SEAPORT MUSEUM INC | ||||||||
| 75 GREENMANVILLE AVENUE | MYSTIC | CT | 06355 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| CONNECTICUT CHORAL ARTISTS INC | ||||||||
| C/O CHURCH STREET 90 SOUTH MAIN | NEW BRITAIN | CT | 06051 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | STREET |
| AMERICAN MURAL PROJECT INC | ||||||||
| 90 WHITING STREET PO BOX 538 | WINSTED | CT | 06098 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| FOUNDATIONS IN EDUCATION INC | ||||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| CONNECTIKIDS INC | ||||||||
| 814 ASYLUM AVENUE | HARTFORD | CT | 06105 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| TRINITY ACADEMY OF HARTFORD | ||||||||
| 120 SIGOURNEY STREET | HARTFORD | CT | 06105 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| ACHIEVE HARTFORD INC | ||||||||
| 1429 PARK STREET UNIT 115 | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| SAINT GABRIEL SCHOOL | ||||||||
| 77 BLOOMFIELD AVENUE | WINDSOR | CT | 06059 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| SHEPHERDS INC | ||||||||
| PO BOX 1756 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| SAINT PAUL SCHOOL | ||||||||
| 461 ALLING STREET | KENSINGTON | CT | 06037 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| LITERACY VOLUNTEERS OF CENTRAL CT INC | ||||||||
| 20 HIGH STREET | NEW BRITAIN | CT | 06051 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| NOTRE DAME HIGH SCHOOL | ||||||||
| 1 NOTRE DAME WAY | WEST HAVEN | CT | 06516 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| ST BRIDGET SCHOOL | ||||||||
| 171 MAIN STREET | CHESHIRE | CT | 06510 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| GRACE ACADEMY INC | ||||||||
| 457 MAIN STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| HAMDEN HALL SCHOOL INC | ||||||||
| 1108 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PUBLIC CHARITY | GENERAL | $5,500 | |
| FOUNDATION FOR ADVANCEMENT OF CATHOLIC SCHOOLS | ||||||||
| 467 BLOOMFIELD AVE | BLOOMFIELD | CT | 06517 | NONE | PUBLIC CHARITY | GENERAL | $100,000 | |
| NORTHWEST CATHOLIC HIGH SCHOOL | ||||||||
| 29 WAMPANOAG ROAD | WEST HARTFORD | CT | 06117 | NONE | PUBLIC CHARITY | GENERAL | $100,000 | |
| SEA RESEARCH FOUNDATION INC | ||||||||
| 55 COOGAN BLVD | MYSTIC | CT | 06355 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| YALE UNIVERSITY | ||||||||
| 135 COLLEGE STREET SUITE 220 | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| NORWALK HOSPITAL ASSOCIATION | ||||||||
| 34 MAPLE STREET | NORWALK | CT | 06850 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| AMERICARES FREE CLINIC INC | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| MALTA HOUSE OF CARE INC | ||||||||
| 19 WOODLAND STREET | HARTFORD | CT | 06105 | NONE | PUBLIC CHARITY | GENERAL | $600,000 | |
| ST VINCENT DE PAUL PLACE NORWICH CT | ||||||||
| 120 CLIFF STREET | NORWICH | CT | 06360 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| HOLY FAMILY PASSIONIST RETREAT CENTER | ||||||||
| 303 TUNXIS ROAD | WEST HARTFORD | CT | 06107 | NONE | PUBLIC CHARITY | GENERAL | $75,000 | |
| SENIOR TRANSPORTATION SERVICES INC | ||||||||
| 830 CORBIN AVENUE | NEW BRITAIN | CT | 06052 | NONE | PUBLIC CHARITY | GENERAL | $18,000 | |
| NUTMEG SENIOR RIDES INC | ||||||||
| PO BOX 448 | EAST WINDSOR | CT | 06088 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| AMERICAN RED CROSS | ||||||||
| 209 FARMINGTON AVENUE | FARMINGTON | CT | 06032 | NONE | PUBLIC CHARITY | GENERAL | $100,000 | |
| COMMUNITY SOLUTIONS INTERNATIONAL INC | ||||||||
| 60 BROAD STREET SUITE 2510A | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| NEW HORIZONS INC | ||||||||
| 37 BLISS MEMORIAL ROAD | UNIONVILLE | CT | 06085 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| ST MARY HOME INCORPORATED | ||||||||
| 2021 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | NONE | PUBLIC CHARITY | GENERAL | $100,000 | |
| HANDS OF HARTFORD INC | ||||||||
| 53 BARTHOLOMEW STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| HEBREW LIFE CHOICES INC | ||||||||
| 160 SIMSBURY ROAD | WEST HARTFORD | CT | 06117 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| HORIZONS INC | ||||||||
| 127 BABCOCK HILL ROAD PO BOX 323 | SOUTH WINDHAM | CT | 06266 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| CHARTER OAK AMATEUR BOXING ACADEMY | ||||||||
| 81 POPE PARK HIGHWAY | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| NEW REACH INC | ||||||||
| 269 PECK STREET | NEW HAVEN | CT | 06513 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| NEW LONDON HOMELESS HOSPITALITY CENTER INC | ||||||||
| 730 STATE PIER ROAD | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| SOUTHEAST CONNECTICUT COMMUNITY CENTER OF THE BLIND INC | ||||||||
| 75R GRANITE STREET | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | GENERAL | $3,500 | |
| CREATIVE LIVING COMMUNITY OF CONNECTICUT INC | ||||||||
| 90 CHURCH STREET | MANCHESTER | CT | 06050 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T BOULEVARD PO BOX 7093 | NEW HAVEN | CT | 06519 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| ST VINCENT DE PAUL PLACE MIDDLETOWN | ||||||||
| 617 MAIN STREET PO BOX 398 | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,183,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,699,790 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$870,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $829,728 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $829,728 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARCUM LLP | CategoryTxt |
| Amt | $20,008 | Amt |
| Net Investment Income | $20,008 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 1987-06-30 | $17,627 | $17,627 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 1988-06-01 | $2,175 | $2,175 | SL | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT & FURNITURE | 1994-09-01 | $21,293 | $21,293 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 1995-10-01 | $805 | $805 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2005-12-12 | $1,366 | $1,366 | SL | 7.000000000000 | $0 | $0 |
| APPLE COMPUTER | 2005-12-05 | $2,506 | $2,506 | SL | 5.000000000000 | $0 | $0 |
| SOFTWARE | 2007-03-12 | $725 | $725 | SL | 3.000000000000 | $0 | $0 |
| IMAC COMPUTER | 2007-11-02 | $2,618 | $2,618 | SL | 5.000000000000 | $0 | $0 |
| OFFICE RENOVATIONS | 2009-05-14 | $2,523 | $1,047 | 150DB | 15.000000000000 | $75 | $0 |
| OFFICE CHAIR-MICHAEL | 2009-07-12 | $1,264 | $632 | 200DB | 7.000000000000 | $0 | $0 |
| ACER PC COMPUTER | 2009-12-31 | $1,127 | $563 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 1999-04-01 | $1,477 | $1,466 | SL | 7.000000000000 | $0 | $0 |
| PHONE SYSTEM | 2012-02-29 | $4,012 | $2,006 | 200DB | 7.000000000000 | $0 | $0 |
| PPM MONO PRINTER | 2015-11-13 | $1,900 | 200DB | 5.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BENCHMARK FREE FUND III | $34,331,373 | $31,234,582 |
| GMO QUALITY FUND | $4,360,000 | $4,360,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GMO MULTI STRATEGY HEDGE FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,944,373 | BookValueAmt |
| EOYFMV | $7,819,935 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $17,627 | $17,627 | $0 |
| FURNITURE & FIXTURES | $2,175 | $2,175 | $0 |
| OFFICE EQUIPMENT & FURNITURE | $21,293 | $21,293 | $0 |
| OFFICE FURNITURE | $805 | $805 | $0 |
| OFFICE FURNITURE | $1,366 | $1,366 | $0 |
| APPLE COMPUTER | $2,506 | $2,506 | $0 |
| SOFTWARE | $725 | $725 | $0 |
| IMAC COMPUTER | $2,618 | $2,618 | $0 |
| OFFICE RENOVATIONS | $2,523 | $2,384 | $139 |
| OFFICE CHAIR-MICHAEL | $1,264 | $1,264 | $0 |
| ACER PC COMPUTER | $1,127 | $1,127 | $0 |
| OFFICE EQUIPMENT | $1,477 | $1,466 | $11 |
| PHONE SYSTEM | $4,012 | $4,012 | $0 |
| PPM MONO PRINTER | $1,900 | $1,900 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $4,350 | BOYBookValueAmt |
| EOY Book Value | $4,350 | EOYBookValueAmt |
| EOYFMV | $4,350 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $11,720 | $3,808 | $7,912 |
| OFFICE EXPENSE | $5,443 | $5,143 | $300 |
| TELEPHONE | $5,197 | $5,197 | $0 |
| PAYROLL PROCESSING FEES | $2,731 | $2,731 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTHAM, MAYO, VAN OTTERLOO & CO | $183,487 | $183,487 | $0 |
| GREER BENEFIT CONSULTANTS | $2,400 | $1,407 | $993 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $49,185 | $20,888 | $14,779 |
| STATE FILING FEES | $1,500 | $0 | $0 |
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