JANE AND WILLIAM CURRAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JANE AND WILLIAM CURRAN FOUNDATION INC (EIN 22-2668435)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-17
- IRS object ID
- 202132299349100618
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-17T13:15:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060674931 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAILEY MOORE GLAZER SCHAEFER PROTO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 LUNAR DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065259941 | 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 | 222668435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JANE AND WILLIAM CURRAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 2038049244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 LEEDER HILL ROAD NO 300A | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET ANDREASSI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2038049244 | PhoneNum |
| Signature | 2021-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARGARET | PersonFirstNm |
| Person Last | ANDREASSI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J MOONEY CPA CFE | PreparerPersonNm |
| PTIN | P00167755 | PTIN |
| Phone | 2033977700 | 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 |
| 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 | $9,499,762 | 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 | $100,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $326,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,051,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $326,892 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $427,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $427,333 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,696 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,750 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $359,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $359,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $405,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $376,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $397,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $342,822 | CashBOYAmt |
| Cash EOY | $568,780 | CashEOYAmt |
| Cash EOYFMV | $568,780 | CashEOYFMVAmt |
| US Government Obligations BOY | $76,137 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $76,137 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $76,156 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,747,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,761,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,371,013 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $695,984 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $475,351 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $483,813 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,862,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,882,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,499,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $437 | CapitalStockBOYAmt |
| Capital Stock EOY | $437 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,862,056 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,881,748 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,862,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,882,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,862,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,882,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,862,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,884,003 | SubtotalAmt |
| Other Decreases | $1,818 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,882,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RESMED | P | 2004-03-26 | 2020-04-06 | $25,282 | $1,859 | $23,423 | $23,423 |
| ABBOTT LABS | P | 1999-10-19 | 2020-06-03 | $90,589 | $17,179 | $73,410 | $73,410 |
| AMAZON COM INC | P | 2014-10-20 | 2020-06-03 | $24,673 | $3,046 | $21,627 | $21,627 |
| APPLE INC | P | 2013-01-24 | 2020-06-03 | $19,333 | $3,972 | $15,361 | $15,361 |
| MASTEC | P | 2014-09-30 | 2020-08-19 | $25,203 | $24,657 | $546 | $546 |
| THREEHOUSE FOODS | P | 2014-09-12 | 2020-09-25 | $75,000 | $75,000 | $0 | $0 |
| ALPHABET INC | P | 2008-08-04 | 2020-02-13 | $47,297 | $18,130 | $29,167 | $29,167 |
| JOHNSON AND JOHNSON | P | 2003-09-24 | 2020-03-17 | $25,285 | $9,920 | $15,365 | $15,365 |
| VISA | P | 2020-05-18 | 2020-03-17 | $19,610 | $2,062 | $17,548 | $17,548 |
| REGENERATION | P | 2019-04-18 | 2020-04-06 | $17,460 | $15,371 | $2,089 | $2,089 |
| KANSAS CITY SOUTHERN | P | 2015-06-26 | 2020-04-09 | $14,050 | $10,162 | $3,888 | $3,888 |
| CARPENTER TECHNOLOGY CORP | P | 2020-01-10 | 2020-11-05 | $36,884 | $97,176 | -$60,292 | -$60,292 |
| APPLE INC | P | 2009-01-22 | 2020-09-04 | $73,594 | $1,757 | $71,837 | $71,837 |
| MASTEC | P | 2013-03-15 | 2020-08-20 | $75,610 | $73,500 | $2,110 | $2,110 |
| MOTOROLA SOLUTIONS INC | P | 2015-05-15 | 2020-09-15 | $45,356 | $42,529 | $2,827 | $2,827 |
| PAYPAL HOLDINGS | P | 2015-08-21 | 2020-06-25 | $137,149 | $27,940 | $109,209 | $109,209 |
| HILLENBRAND | P | 2015-10-20 | 2020-07-15 | $75,000 | $78,997 | -$3,997 | -$3,997 |
| NORWEGIAN CRUISE | P | 2015-10-20 | 2020-04-13 | $12,494 | $64,641 | -$52,147 | -$52,147 |
| AMAZON COM INC | P | 2015-10-20 | 2020-04-17 | $23,021 | $3,045 | $19,976 | $19,976 |
| JACOBS ENGINEERING | P | 2012-08-01 | 2020-04-17 | $23,854 | $11,552 | $12,302 | $12,302 |
| REGENERATION | P | 2017-09-14 | 2020-04-17 | $7,725 | $6,588 | $1,137 | $1,137 |
| VISA | P | 2010-05-18 | 2020-04-17 | $30,032 | $3,093 | $26,939 | $26,939 |
| BOEING | P | 2010-05-18 | 2020-05-11 | $27,686 | $80,930 | -$53,244 | -$53,244 |
| KINDER MORGAN | P | 2015-06-26 | 2020-05-22 | $15,699 | $6,871 | $8,828 | $8,828 |
| KANSAS CITY SOUTHERN | P | 2015-06-26 | 2020-08-20 | $83,415 | $44,432 | $38,983 | $38,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $326,892 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,957 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,917 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,390 | OverpaymentAmt |
| Applied To ES Tax | $1,390 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET ANDREASSI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038049244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANDREASSI 411 WALNUT STREET | AddressLine1Txt |
| City | GREEN COVE SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32043 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E CURRAN | ||||||||
| 4601 NORTH A1A 501 | VERO BEACH | CT | 32963 | VP/TREASURER | 1.00 | $0 | $0 | $0 |
| CARL GOLDFIELD | ||||||||
| 234 CHURCH ST 10TH FLOOR | NEW HAVEN | CT | 06510 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARGARET C ANDREASSI | ||||||||
| 411 WALNUT STREET 11123 | GREEN SPRINGS | FL | 32043 | PRESIDENT | 1.00 | $12,000 | $0 | $0 |
| JEAN C SOSNAUD | ||||||||
| 538 11TH AVENUE | SAN FRANCISCO | CA | 94118 | DIRECTOR | 1.00 | $0 | $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 |
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 | $8,087,617 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $483,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,571,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,571,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,442,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $422,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $422,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,527 | TotalTaxAmt |
| Distributable Before Adj | $416,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $376,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $376,111 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $376,111 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $19,628 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,628 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $376,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $376,111 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,628 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,628 | 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 | $20,869 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM E CURRAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 50037 | DISASTER RELIEF AID | $10,000 | |||
| AMISTAD ACADEMY (ACHIEVEMENT FIRST) | ||||||||
| 495 BLAKE STREET | NEW HAVEN | CT | 06525 | EDUCATIONAL ACTIVITIES | $25,000 | |||
| AMITY AND WOODBRIDGE NISTORICAL SOCIETY | ||||||||
| 1907 LITCHFIELD TRPK | WOODBRIDGE | CT | 06525 | PRESERVATION OF ANTIQUITY | $500 | |||
| ARTS COUNCIL OF GREATER NEW HAVEN | ||||||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | CULTURAL ACTIVITIES | $2,000 | |||
| AUSTRAILIAN WILDLIFE CONSERVANCY | ||||||||
| WILDLIFE PRESERVATION - WILDLIFE PRESERVATION | $7,000 | P0 BOX 8070 | SUBIACO | AS | ||||
| BITSIE CLARK FOUND CFGNH | ||||||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | COMMUNITY FOUNDATION | $5,000 | |||
| CANAL DOCK BOAT HOUSE | ||||||||
| PO BOX 8442 | NEW HAVEN | CT | 06530 | RESTORATION OF PUBLIC PARK | $10,000 | |||
| CAPITAL FOR CHANGE | ||||||||
| 171 ORANGE STREET | NEW HAVEN | CT | 06510 | AFFORDABLE HOUSING | $1,000 | |||
| CAROL&STEPHEN ROSS FOUND | ||||||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | PROVIDE ASSISTANCE TO ELDERLY | $5,000 | |||
| CENTER FOR URBAN RENEWAL AND EDUCATION | ||||||||
| 1317 F ST NW SUITE 900 | WASHINGTON | DC | 20004 | FIGHTING POVERTY | $2,000 | |||
| CHILDREN'S CENTER OF HAMDEN | ||||||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06517 | ASSIST IN PROVIDING HEALTH CARE TO NEEDY INDIVIDUALS | $2,000 | |||
| CLIFFORD W BEERS GUIDANCE CLINIC | ||||||||
| 93 EDWARDS ST | NEW HAVEN | CT | 06511 | ASSIST CHILDREN AND FAMILIES WITH MENTAL HEALTH ISSUES | $5,000 | |||
| COLUMBUS HOUSE | ||||||||
| 586 ELLA GRASSO BLVD | NEW HAVEN | CT | 06519 | HOMELESS SHELTER | $5,000 | |||
| COMMON GROUND | ||||||||
| 358 SPRINGSIDE AVE | NEW HAVEN | CT | 06515 | ENVIRONMENTAL EDUCATION | $5,000 | |||
| COMMUNITY CHURCH OF VERO BEACH | ||||||||
| 1901 23RD STREET | VERO BEACH | FL | 32960 | RELIGIOUS ACTIVITIES | $3,000 | |||
| COMMUNITY HEALTH CENTER FAIR HAVEN | ||||||||
| 374 GRAND AVE | NEW HAVEN | CT | 06513 | HEALTH CARE | $2,000 | |||
| CONNECTICUT CYCLING ADVANCEMENT PROGRAM | ||||||||
| 353 MAIN STREET | MIDDLETOWN | CT | 06457 | PROMOTION OF YOUTH CYCLING | $5,000 | |||
| CONNECTICUT FARMLAND TRUST | ||||||||
| 77 BUCKLAND STREET | HARTFORD | CT | 06106 | EDUCATION AND CONSERVATION | $2,000 | |||
| CONNECTICUT FOOD BANK | ||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PROVIDE FOOD FOR NEEDY INDIVIDUALS | $3,000 | |||
| CREATIVE ARTS WORKSHOP | ||||||||
| 80 AUDUBON STREET | NEW HAVEN | CT | 06510 | ARTS AND EDUCATION | $2,000 | |||
| CYCLE HAVEN | ||||||||
| PO BOX 209004 | NEW HAVEN | CT | 06520 | ATHLETIC ACTIVITIES FOR YOUTH | $5,000 | |||
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | PUBLIC HEALTH | $5,000 | |||
| DOWNTOWN EVENING SOUP KITCHEN | ||||||||
| 311 TEMPLE STREET | NEW HAVEN | CT | 06511 | PROVIDE FOOD FOR NEEDY INDIVIDUALS | $1,000 | |||
| DWIGHT HALL AT YALE | ||||||||
| P0 BOX 209008 | NEW HAVEN | CT | 06520 | PUBLIC SERVICE AND SOCIAL JUSTICE | $5,000 | |||
| EDGERTON PARK RESTORATION FUND | ||||||||
| PO BOX 6163 | HAMDEN | CT | 06517 | RESTORATION OF PUBLIC PARK | $1,000 | |||
| ELM SHAKESPEARE COMPANY | ||||||||
| PO BOX 206029 | NEW HAVEN | CT | 06520 | CULTUAL ACTIVITIES FOR THE PUBLIC | $45,000 | |||
| FEEDING NORTHEAST FLORIDA | ||||||||
| 116 EDGEWOOD AVE N | JACKSONVILLE | FL | 32254 | FOOD ASSISTANCE | $2,000 | |||
| FELLOWSHIP PLACE | ||||||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | ASSIST PEOPLE WITH MENTAL HEALTH ISSUES | $3,000 | |||
| FIRST CHURCH- WOODBRIDGE | ||||||||
| 5 MEETINGHOUSE LN | WOODBRIDGE | CT | 06525 | RELIGIOUS ACTIVITIES | $3,000 | |||
| FRIENDS CENTER FOR CHILDREN | ||||||||
| 225 E GRAND AVENUE | NEW HAVEN | CT | 06513 | EDUCATIONAL OPPORTUNITIES | $4,000 | |||
| FRIENDS OF NEW HAVEN ANIMAL SHELTER | ||||||||
| 81 FOURNIER STREET | NEW HAVEN | CT | 06511 | ANIMAL CARE | $1,000 | |||
| FRIENDS OF SEARS ISLAND | ||||||||
| PO BOX 348 | SEARSPORT | ME | 04974 | CONSERVATION | $500 | |||
| FRIENDS OF THE GROVE STREET CEMETARY | ||||||||
| PO BOX 9238 | NEW HAVEN | CT | 06533 | HISTORICAL PRESERVATION | $500 | |||
| GATEWAY COMMUNITY COLLEGE FDN (SCHOLARSHIPS) | ||||||||
| 20 CHURCH STREET | NEW HAVEN | CT | 06510 | SCHOLARSHIP AID FOR NEEDY INDIVIDUALS | $50,000 | |||
| GATHER NEW HAVEN (FORMERLY NH LAND TRUST AND FARMS) | ||||||||
| 817 GRAND AVENUE 102 | NEW HAVEN | CT | 06511 | TEACHING CHILDREN TO SAIL | $2,000 | |||
| GREATER NORWICH FOUNDATION | ||||||||
| 52 SOUTH BROAD STREET | NORWICH | NY | 13815 | COMMUNITY FOUNDATION | $2,500 | |||
| HABITAT FOR HUMANITY- ANNUAL FUND GRT NEW HAVEN | ||||||||
| 37 UNION ST | NEW HAVEN | CT | 06511 | PROVIDE HOUSING FOR NEEDY INDIVIDUALS | $1,000 | |||
| HUCKLEBERRY YOUTH PROGRAM | ||||||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | HEALTH AND EDUCATION FOR YOUTH | $15,000 | |||
| INDIAN RIVER SYMPHONIC ASSOCIATIONINC | ||||||||
| 1901 23RD ST | VERO BEACH | FL | 32960 | CONSERVATION | $1,000 | |||
| INTERNATIONAL FESTIVAL OF ARTS & IDEAS | ||||||||
| 195 CHURCH ST 12TH FLR | NEW HAVEN | CT | 06510 | CULTURAL ACTIVITIES | $2,500 | |||
| L E A P | ||||||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | EDUCATIONAL GRANT | $5,000 | |||
| LAND CONSERVATION ASS'T NETWORK | ||||||||
| 74 LUNT ROAD SUITE 300-302 | FALMOUTH | ME | 04105 | LAND CONSERVATION | $2,000 | |||
| LEGACY THEATRE | ||||||||
| 128 THIMBLE ISLAND ROAD | BRANFORD | CT | 06405 | THEATRE AND EDUCATION | $5,000 | |||
| LEUKEMIA & LYMPHONA SOCIETY | ||||||||
| 1311 MAMARONECK AV 103 | WHITE PLAINS | NY | 06513 | MEDICAL RESEARCH | $500 | |||
| LONG WHARF THEATRE | ||||||||
| 222 SARGENT DRIVE | NEW HAVEN | CT | 06511 | CULTURAL ACTIVITIES | $2,000 | |||
| MAINE COAST HERITAGE TRUST | ||||||||
| ONE BOWDIN MILL ISLAND 201 | TOPSHAM | ME | 04086 | CONSERVATION | $2,000 | |||
| MORY'S PRESERVATIONINC | ||||||||
| 306 YORK STREET | NEW HAVEN | CT | 06511 | CULTURAL ACTIVITIES | $2,000 | |||
| MUSIC HAVEN | ||||||||
| PO BOX 207332 | NEW HAVEN | CT | 06520 | MUSIC EDUCATION | $2,000 | |||
| NATIONAL MULTIPLE SCLEROSIS | ||||||||
| 659 TOWER AVE 1ST FLOOR | HARTFORD | CT | 06112 | MEDICAL RESEARCH | $500 | |||
| NEIGHBORHOOD MUSIC SCHOOL | ||||||||
| 100 AUDUBON STREET | NEW HAVEN | CT | 06510 | EDUCATION | $2,000 | |||
| NEW HAVEN PRESERVATION TRUST | ||||||||
| 349 STATE ST | NEW HAVEN | CT | 06507 | ARCHITECTURAL HERITAGE THROUGH EDUCATION, ADVOCACY AND COLLABORATION | $1,000 | |||
| NEW HAVEN PROMISE COMMFUND GNH | ||||||||
| 28 LINCOLN WAY | NEW HAVEN | CT | 06510 | RELIGIOUS ACTIVITIES | $3,000 | |||
| NEW HAVEN SYMPHONY ORCHESTRA | ||||||||
| PO BOX 9718 | NEW HAVEN | CT | 06538 | CULTURAL ACTIVITIES | $2,000 | |||
| NEW HAVEN FREE PUBLIC LIBRARY | ||||||||
| 133 ELM STREET | NEW HAVEN | CT | 06510 | EDUCATION | $2,000 | |||
| NEW HAVEN READS | ||||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | EDUCATION | $2,000 | |||
| NEW HAVEN SCHOLARSHIP FUND | ||||||||
| PO BOX 8936 | NEW HAVEN | CT | 06532 | SCHOLARSHIP AID FOR NEEDY INDIVITUALS | $5,000 | |||
| ONE BIG DOG FUND | ||||||||
| 135 BRADLEY ROAD | WOODBRIDGE | CT | 06525 | ANIMAL SHELTER | $250 | |||
| ORCHESTRA NEW ENGLAND | ||||||||
| PO BOX 0123 YALE STATION | NEW HAVEN | CT | 06520 | CULTURAL ACTIVITES | $2,500 | |||
| PATHWAYS TO COLLEGE | ||||||||
| POBOX 9293 | NEW HAVEN | CT | 06533 | EDUCATIONAL | $4,000 | |||
| PELICAN ISLAND PRESERVATION | ||||||||
| PO BOX 781903 | SEBASTIAN | FL | 32978 | CONSERVATION | $500 | |||
| PROJECT OPEN HAND | ||||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 95109 | EDUCATION | $2,000 | |||
| RONALD MCDONALD HOUSE | ||||||||
| 860 HOWARD AVE | NEW HAVEN | CT | 06519 | ASSIST FAMILIES WITH CHILDREN IN CANCER CARE FACILITY | $2,000 | |||
| SAN FRANCISCO-MARIN FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVESF | SAN FRANCISCO | CA | 94107 | FOOD ASSISTANCE | $2,500 | |||
| SANFRANCISCO HERITAGE | ||||||||
| 2007 FRANKLIN STREET | SAN FRANCISCO | CA | 95109 | EDUCATION | $1,000 | |||
| SMILOW AT YALE NEW HAVEN HOSPITAL | ||||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | CANCER CLINICAL RESEARCH | $7,500 | |||
| SOLAR YOUTH | ||||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 06515 | EDUCATION | $1,000 | |||
| THE JACKSON LABORATORYDEVLOPMENT OFFICE | ||||||||
| P0 BOX 254 | BAR HARBOR | ME | 04609 | GENOMIC SOLUTIONS FOR DISEASE | $1,000 | |||
| UNITED CHURCH ON THE GREEN | ||||||||
| 323 TEMPLE STREET | NEW HAVEN | CT | 06511 | RELIGIOUS ACTIVITIES | $7,500 | |||
| UNITED WAY OF GREATER NEW HAVEN (FOR AMISTAD) | ||||||||
| 370 JAMES ST 403 | NEW HAVEN | CT | 06513 | EDUCATIONAL ACTIVITIES | $10,000 | |||
| URBAN RESOURCES INITIATIVE | ||||||||
| 205 PROSPECT ST | NEW HAVEN | CT | 06511 | CONSERVATION | $2,000 | |||
| VERO BEACH DOG PARK | ||||||||
| 3449 INDIAN RIVER DR E | VERO BEACH | FL | 32963 | ECONMIC & SOCIAL ADVANCEMENT FOR WOMEN AND GIRLS | $500 | |||
| WELLSPRING | ||||||||
| 21 ARCH BRIDGE STREET | BETHLEHEM | CT | 06751 | MENTAL HEALTH | $1,000 | |||
| WILLIAM BUCKLEY PROGRAM AT YALE | ||||||||
| PO BOX 204539 | NEW HAVEN | CT | 06520 | CULTURAL ACTIVITIES | $2,500 | |||
| WOMEN AND GIRLSCOMMUNITY FUND | ||||||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | ASSISTANCE TO WOMEN AND CHILDREN IN NEW HAVEN AREA | $3,000 | |||
| WOMEN'S REFUGE VERO BEACH | ||||||||
| 1850 LEMON AVE | VERO BEACH | FL | 32960 | RESIDENTIAL SUPPORT FOR WOMEN AND CHILDREN | $1,000 | |||
| WOMENS HEALTH RESEARCH AT YALE | ||||||||
| PO BOX 208091 | NEW HAVEN | CT | 06520 | HEALTH EDUCATION | $3,000 | |||
| WORLD CENTRAL KITCHEN | ||||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | DISASTER RELIEF FOOD ASSISTANCE | $7,000 | |||
| YALE CHINA ASSOC | ||||||||
| 442 TEMPLE STREET | NEW HAVEN | CT | 06511 | CULTURAL EDUCATION | $2,000 | |||
| YMCA OF CENTRAL CT | ||||||||
| 1240 CHAPEL STREET | NEW HAVEN | CT | 06511 | EDUCATION | $1,000 | |||
| YOUTH CONTINUUM | ||||||||
| 141 VALLEY STREET | NEW HAVEN | CT | 06515 | HELP PREVENT HOMELESSNESS IN GREATER NEW HAVEN | $5,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $359,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,441 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $427,333 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $427,333 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $475,351 | EOYBookValueAmt |
| EOYFMV | $483,813 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,761,917 | EOYBookValueAmt |
| EOYFMV | $8,371,013 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $76,137 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $76,156 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME /TAXES PAID | Desc |
| Amt | $1,818 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $16 | $16 | $0 |
| SUPPLY | $111 | $0 | $111 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $29,696 | $29,696 | $0 |
| ADMINISTRATIVE ASSISTANT | $3,750 | $0 | $3,750 |
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