EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-08
- IRS object ID
- 202101599349100715
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-08T11:22:25-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAL CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 West Town St | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066475783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EILEEN D BROWN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EILE | BusinessNameControlTxt |
| Phone | 8603760235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PATRICIA JACKMAN 119 COLONEL BR | AddressLine1Txt |
| City | GRISWOLD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06351 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA JACKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603760235 | PhoneNum |
| Signature | 2021-05-27 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | JACKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert A LaSaracina | PreparerPersonNm |
| PTIN | P01460566 | PTIN |
| Phone | 8608865186 | PhoneNum |
| Preparation | 2021-06-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| 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 | $1,371,161 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $26 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,664 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,664 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $872,584 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $83,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,690 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,690 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $11,200 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $375 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $675 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,723 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $5,723 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,723 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,341 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $2,341 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $3,267 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $3,267 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,267 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $130 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $130 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $43,406 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $43,406 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $67,117 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $67,117 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,990 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,959 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,959 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $67,117 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,949 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,690 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,988 | CashBOYAmt |
| Cash EOY | $148,095 | CashEOYAmt |
| Cash EOYFMV | $148,095 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,994 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,425 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,425 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $950,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $840,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $840,320 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $351,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,243 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $329,898 | LandBOYAmt |
| Land EOY | $327,557 | LandEOYAmt |
| Land EOYFMV | $327,557 | LandEOYFMVAmt |
| Other Assets BOY | $5,162 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,764 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,764 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,368,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,371,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,371,161 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,368,561 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,371,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,368,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,371,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,368,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,371,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,368,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,487 | OtherIncreasesAmt |
| Subtotal | $1,388,972 | SubtotalAmt |
| Other Decreases | $17,811 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,371,161 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $385 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $385 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $320 | OriginalReturnTaxPaidAmt |
| Tax Due | $65 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 |
| Individual With Books | PATRICIA JACKMAN | IndividualWithBooksNm |
| Phone | 8603760235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 COLONEL BROWN ROAD | AddressLine1Txt |
| City | GRISWOLD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06351 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER FRAME | ||||||||
| 22017 138 AVENUE | SPRINGFIELD GARDENS | NY | 114132326 | PRESIDENT | 2.00 | $3,480 | $0 | $0 |
| PATRICIA JACKMAN | ||||||||
| 119 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | $2,554 | $0 | $0 |
| MAUREEN POITRAS | ||||||||
| 9 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | $3,513 | $0 | $0 |
| MARY REIF | ||||||||
| 61 OLD VOLUNTOWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | $1,653 | $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 | LAND TRUST ALLIANCE 1250 H ST. NW, SUITE 600 WASHINGTON, DC 20005 | Description1Txt |
| Expenses1 | $1,250 | Expenses1Amt |
| Description2 | GRISWOLD VOLUNTEER FIRE DEPT RTE 138 JEWETT CITY, CT 06351 | Description2Txt |
| Expenses2 | $500 | Expenses2Amt |
| Description3 | FRANCISCAN FRIARS 183 COLONEL BROWN RD GRISWOLD, CT 06351 | Description3Txt |
| Expenses3 | $500 | Expenses3Amt |
| Description4 | TUNNEL TO TOWER FOUNDATION 2361 HYLAN BLVD STATEN ISLAND, NY 10306-3100 | Description4Txt |
| Expenses4 | $134 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,949 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,949 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,949 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,689 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,053 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,030 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,891 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,949 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $12,949 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,840 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,689 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,053 | ExcessFromYear4Amt |
| Excess From Year3 | $28,105 | ExcessFromYear3Amt |
| Excess From Year2 | $23,030 | ExcessFromYear2Amt |
| Excess From Year1 | $10,014 | ExcessFromYear1Amt |
| Excess From Current Year | $12,949 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,949 | CurrentYearAmt |
| Year1 | $10,014 | Year1Amt |
| Year2 | $23,030 | Year2Amt |
| Year3 | $28,105 | Year3Amt |
| Total | $74,098 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,949 | CurrentYearAmt |
| Year1 | $10,014 | Year1Amt |
| Year2 | $23,030 | Year2Amt |
| Year3 | $28,105 | Year3Amt |
| Total | $74,098 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,371,161 | CurrentYearAmt |
| Year1 | $1,368,561 | Year1Amt |
| Year2 | $1,255,024 | Year2Amt |
| Year3 | $1,354,674 | Year3Amt |
| Total | $5,349,420 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,371,161 | CurrentYearAmt |
| Year1 | $1,368,561 | Year1Amt |
| Year2 | $1,255,024 | Year2Amt |
| Year3 | $1,354,674 | Year3Amt |
| Total | $5,349,420 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SPECIAL OLYMPICS-CONNECTICUT | ||||||
| 2666 STATE ST SUITE 1 | HAMDEN | CT | 065142232 | 501c3 | CHARITABLE | $0 |
| MAKE A WISH FOUNDATION | ||||||
| P O BOX 97104 | WASHINGTON | DC | 20090 | 501C3 | CHARITABLE | $75 |
| FRANCISCAN FRIARS | ||||||
| 183 COLONEL BROWN RD | GRISWOLD | CT | 06351 | 501C3 | CHARITABLE | $500 |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | 501C3 | CHARITABLE | $0 |
| UNITED SERVICE ORGANIZATION INC | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | 501C3 | CHARITABLE | $50 |
| KITTY HARBOR | ||||||
| 2263 GLASGO ROAD | GRISWOLD | CT | 06351 | 501C3 | CHARITABLE | $0 |
| CT FOOD BANK | ||||||
| 2 RESEARCH AVE | WALLINGFORD | CT | 06492 | 501C3 | CHARITABLE | $0 |
| ALZHEIMERS ASSOCIATION- CT CHAPTER | ||||||
| P O BOX 96011 | WASHINGTON | DC | 200906011 | 501C3 | CHARITABLE | $0 |
| SLOAN KETTERING CANCER | ||||||
| P O BOX 5028 | HAGERTOWN | MD | 217415028 | 501C3 | CHARITABLE | $100 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | 501C3 | CHARITABLE | $0 |
| DANA FARBER CANCER INSTITUTE | ||||||
| P O BOX 970025 | BOSTON | MA | 022970025 | 501C3 | CHARITABLE | $0 |
| HABITAT FOR HUMANITY | ||||||
| P O BOX 6439 | AMERICUS | GA | 317096439 | 501C3 | CHARITABLE | $100 |
| LAND TRUST ALLIANCE | ||||||
| 1250 H ST NW SUITE 600 | WASHINGTON | DC | 20005 | 501C3 | CHARITABLE | $1,250 |
| GRISWOLD FIRE DEPT | ||||||
| RTE 138 | JEWETT CITY | CT | 06351 | 501C3 | CHARITABLE | $500 |
| SALVATION ARMY-NORWICH AREA | ||||||
| P O BOX 707 | NORWICH | CT | 06360 | 501C3 | CHARITABLE | $100 |
| AMERICAN VET AND FIRST RESPONDERS | ||||||
| 371 EAST MAIN ST- JERICHO TURNPIKE | SMITHTOWN | NY | 117879897 | 501C3 | CHARITABLE | $75 |
| VFW UNITED STATES PROCESSING | ||||||
| P O BOX 8958 | TOPEAKA | KS | 666088958 | 501C3 | CHARITABLE | $0 |
| JEWETT CITY FIRE DEPT -TOY DRIVE | ||||||
| MAIN STREET | JEWETT CITY | CT | 06351 | 501C3 | CHARITABLE | $50 |
| IRAN DOG K-9 SEARCH | ||||||
| P O BOX 1983 | MERRIFIELD | VA | 221161983 | 501C3 | CHARITABLE | $100 |
| NO K-9 ABANDONED HERO NATIONAL SUPPORT | ||||||
| P O BOX 1692 | MORRISFIELD | VA | 221161692 | 501C3 | MUNICIPAL | $50 |
| ST JUDE HOSPITAL | ||||||
| 501 JUDE PLACE | MEMPHIS | TN | 38105 | 501C3 | CHARITABLE | $100 |
| SLATER LIBRARY | ||||||
| 26 MAIN ST | JEWETT CITY | CT | 06351 | 501C3 | MUNICIPAL | $100 |
| WOUNDED WARRIOR | ||||||
| P O BOX 758540 | TOPEKA | KS | 666758540 | 501C3 | CHARITABLE | $100 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 103063100 | 501C3 | CHARITABLE | $134 |
| THE NATURE CONSERVATIVE | ||||||
| 4245 N FAIRFOX DR SUITE 100 | ARLINGTON | VA | 22203 | 501C3 | CHARITABLE | $75 |
| SUSAN KOMER BREAST CANCER | ||||||
| DEPT 41839 P O BOX 650309 | DALLAS | TX | 752650309 | 501C3 | CHARITABLE | $0 |
| PARALYZED VETERANS | ||||||
| 7 MILL BROOK RD | WILTON | NH | 03086 | 501C3 | CHARITABLE | $50 |
| TOYS FOR TOTS | ||||||
| ATTN COLONEL TED SILVESTER NATIONAL | DES MOINES | IA | 503402036 | 501C3 | CHARTIABLE | $100 |
| HUMANE SOCIETY | ||||||
| 169 OLD COLCHESTER RD | QUAKER HILL | CT | 06375 | 501C3 | CHARITABLE | $75 |
| (no name) | ||||||
| $0 | ||||||
| CT AUDOBON SOCIETY | ||||||
| 314 UNQUOWA ROAD | FAIRFIELD | CT | 06824 | 501C3 | CHARITABLE | $50 |
| ST MARY'S FOOD PANTRY | ||||||
| NORTH MAIN STREET | GRISWOLD | CT | 06351 | 501C3 | CHARITABLE | $75 |
| HELEN KELLER BLIND | ||||||
| P O BOX 6077 | ALBERTLEA | MN | 560079860 | 501C3 | CHARITABLE | $0 |
| AMERICAN HEART ASSOCIATION | ||||||
| P O BOX 78851 | PHOENIX | AZ | 850628851 | 501C3 | CHARITABLE | $100 |
| GUIDE DOGS FOR BLIND INC | ||||||
| P O BOX 3950 | SAN RAFAEL | CA | 949123950 | 501C3 | CHARITABLE | $0 |
| IRON DOG K9 | ||||||
| ATTN CHARLIE NASH PO BOX 1983 | MERRIFIELD | VA | 221161983 | 501C3 | CHARITABLE | $0 |
| AMERICAN LUNG IN CT NATIONAL PROCESSING | ||||||
| P O BOX 7000 | ALBERTLEA | MN | 560078000 | 501C3 | CHARITABLE | $0 |
| PAWS OF WAR INC | ||||||
| P O BOX 1727 | SMITHTOWN | NY | 117878670 | 501C3 | CHARITABLE | $50 |
| MULTIPLE SCIEROSIS OF AMERICA | ||||||
| P O BOX 96219 | WASHINGTON | DC | 200986219 | 501C3 | CHARITABLE | $0 |
| OPERATION FINALLY HOME | ||||||
| P O BOX 1218 | MERRIFIELD | VA | 221161218 | 501C3 | CHARITABLE | $0 |
| (no name) | ||||||
| $0 | ||||||
| ALS DONATION CENTER AQ 18091 | ||||||
| P O BOX 37022 | BOONE | IA | 500370022 | 501C3 | CHARITABLE | $0 |
| (no name) | ||||||
| $0 | ||||||
| ASPCA SPECIAL GIFT CENTER | ||||||
| 359 SPRING HILL RD | MONROE | CT | 06468 | 501C3 | CHARITABLE | $0 |
| THE SEEING EYE | ||||||
| P O BOX 1056 | MORRISTOWN | NJ | 079629902 | 501C3 | CHARITABLE | $0 |
| TVCCA-GRISWOLD OIL FOR NEED | ||||||
| 1 SYLVANDALE ROAD | JEWETT CITY | CT | 06351 | 501C3 | CHARITABLE | $0 |
| HELP HEAL VETERANS | ||||||
| P O BOX 98088 | WASHINGTON | DC | 200908088 | 501C3 | CHARITABLE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,959 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REAL ESTATE | Desc |
| Exclusion | 30 | ExclusionCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,664 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,310 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,690 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,310 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,000 | 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 | N/A | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE STMT ATTACHED- TD AMERITRADE ST TYPE A | Purchased | $590,339 | $594,802 | -$4,463 |
| SEE STMT ATTACHED - TD AMERITRADE ST TYPE B | Purchased | $17,658 | $16,792 | $866 |
| SEE STMT ATTACHED - TD AMERITRADE LT TYPE D | Purchased | $262,574 | $205,655 | $56,919 |
| SEE STMT ATTACHED - TD AMERITRADE | Purchased | $25 | $25 | $0 |
| TD AMERITRADE - CAPITAL GAIN DISTRIBUTION | Purchased | $1,988 | $1,988 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE- INVESTMENTS | StockNm |
| EOY Book Value | $840,320 | EOYBookValueAmt |
| EOYFMV | $840,320 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $265,000 | $0 | $265,000 |
| FURNITURE AND FIXTURES | $7,977 | $7,070 | $907 |
| IMPROVEMENTS | $78,823 | $17,173 | $61,650 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE -BOND PREMIUM | Desc |
| BOY Book Value | $5,162 | BOYBookValueAmt |
| EOY Book Value | $4,764 | EOYBookValueAmt |
| EOYFMV | $4,764 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX | $287 |
| UNREALIZED LOSS ON INVESTMENTS | $17,524 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $8,991 | $8,991 |
| INSURANCE | $8,860 | $8,860 |
| BANK CHARGES | $25 | $25 |
| SECURITY-ALARM | $375 | $375 |
| OFFICE EXPENSE | $948 | $948 |
| REPAIRS & MAINTENANCE | $19,616 | $19,616 |
| MEMBERSHIPS | $554 | $554 |
| AMORTIZATION | $2,413 | $2,413 |
| SUPPLIES | $1,358 | $1,358 |
| FOREIGN TAXES | $91 | $91 |
| OUTSIDE SERVICES | $175 | $175 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SECTION 199A DIVIDENDS | $218 |
| UNRECAPTURED SEC 1250 GAIN | $6 |
| NON DIVIDEND DISTRIBUTION | $249 |
| USDA | $8,014 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $5,723 | Amt |
| Adjusted Net Income | $5,723 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,723 | DisbursementsCharitablePrpsAmt |
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