ECHLIN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ECHLIN FOUNDATION (EIN 06-6037282)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-12
- IRS object ID
- 202012869349100421
- Schema version
- 2018v3.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-12T14:49:46-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SE 2ND AVE STE 3000 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066037282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ECHLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECHL | BusinessNameControlTxt |
| Phone | 3053757400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1096 | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACEY KAMMERER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053757400 | PhoneNum |
| Signature | 2020-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON SHIPLEY | PreparerPersonNm |
| PTIN | P00289730 | PTIN |
| Phone | 3053757400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.35.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-07 | IPDt |
| IP Tm | 23:54:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 31C7C8E932B9F1BFD8C6E58837421F552F90D556 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 567A8115AEE0699C2B55DEFA404C3D35A351AB23 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,676,843 | 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 | $211,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $274,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $541,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $274,258 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $485,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $485,973 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,427 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,638 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $486,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $426,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $425,198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,934 | CashBOYAmt |
| Cash EOY | $57,843 | CashEOYAmt |
| Cash EOYFMV | $57,843 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,747,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,752,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,619,000 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,811,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,810,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,676,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,657,024 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,656,022 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $20,198 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $20,198 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $134,586 | RetainedEarningBOYAmt |
| Retained Earning EOY | $134,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,811,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,810,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,811,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,810,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,811,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,810,806 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,810,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $53,950 | $30,556 | $23,394 | $23,394 |
| PUBLICLY TRADED SECURITIES - LT | $487,306 | $236,442 | $250,864 | $250,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $274,258 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,394 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $416,810 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,591,016 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048517 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $402,073 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,447,679 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047596 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $417,806 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,156,513 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051224 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $418,875 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,447,757 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049584 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $361,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,499,382 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042474 | DistributionYr5Rt |
| Total Distribution | 0.239395 | TotalDistributionRt |
| Average Distribution | 0.047879 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,562,359 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $409,957 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $414,209 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $426,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,104 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,304 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52 | OverpaymentAmt |
| Applied To ES Tax | $52 | 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 |
| Individual With Books | TRACEY KAMMERER | IndividualWithBooksNm |
| Phone | 3053757400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1096 | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JANE E KAMMERER | ||||||||
| PO BOX 1097 | BRANFORD | CT | 06405 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRACEY C KAMMERER | ||||||||
| PO BOX 1097 | BRANFORD | CT | 06405 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN E ECHLIN JR | ||||||||
| 8 PRIORY ROAD | SAVANNAH | GA | 31411 | TRUSTEE | 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 | $8,537,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,692,750 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,692,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,562,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $428,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $428,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,252 | TotalTaxAmt |
| Distributable Before Adj | $423,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $423,866 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $426,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $426,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $421,948 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $426,187 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $426,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $426,187 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13 | 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 | $423,853 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60611 | NONE | UNRESTRICTED | $25,000 |
| BETHESDA ACADEMY | ||||||
| PO BOX 13039 | SAVANNAH | GA | 31405 | NONE | UNRESTRICTED | $18,000 |
| HOSPICE SAVANNAH | ||||||
| 1352 EISENHOWER DR | SAVANNAH | GA | 31406 | NONE | UNRESTRICTED | $6,100 |
| MIGHTY 8TH AIRFORCE MUSEUM | ||||||
| 175 BOURNE AVE | POOLER | GA | 31322 | NONE | UNRESTRICTED | $11,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | NONE | UNRESTRICTED | $33,000 |
| ST JOSEPHCANDLER FOUNDATIONS ADVANCEMENTS IN CANCER CARE | ||||||
| 5353 REYNOLDS ST | SAVANNAH | GA | 31405 | NONE | UNRESTRICTED | $23,000 |
| ST JOSEPHSCANDLER GSU NIGHTINGALE SCHOLARSHIP | ||||||
| 5353 REYNOLDS ST | SAVANNAH | GA | 31405 | NONE | UNRESTRICTED | $20,000 |
| UNIVERSITY OF NEW HAVEN | ||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | NONE | UNRESTRICTED | $77,000 |
| CHILDREN'S SCHOLARSHIP FUND | ||||||
| 8 W 38TH ST 901 | NEW YORK | NY | 10018 | NONE | UNRESTRICTED | $6,100 |
| COMMUNITY DINING ROOM | ||||||
| 30 HARRISON AVE 1 | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $16,000 |
| CONNECTICUT CHILDRENS MUSEUM | ||||||
| 22 WALL ST | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $10,000 |
| CONNECTICUT HOSPICE | ||||||
| 100 DOUBLE BEACH RD | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $22,000 |
| DAMON RUNYON CANCER RESEARCH FOUNDATION | ||||||
| 55 BROADWAY SUITE 302 | NEW YORK | NY | 10006 | NONE | UNRESTRICTED | $14,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||
| PO BOX 5014 | HAGERSTOWN | MD | 217415014 | NONE | UNRESTRICTED | $16,000 |
| GAYLORD HOSPITAL INC | ||||||
| GAYLORD FARM ROAD PO BOX 400 | WALLINGFORD | CT | 06492 | NONE | UNRESTRICTED | $10,000 |
| HABITAT FOR HUMANITY OF GREATER NEW HAVEN | ||||||
| 37 UNION ST | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $5,000 |
| NEIGHBORHOOD MUSIC SCHOOL | ||||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | NONE | UNRESTRICTED | $18,000 |
| PARKINSON'S FOUNDATION | ||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | NONE | UNRESTRICTED | $14,000 |
| CENTRAL CT COAST YMCA | ||||||
| 1240 CHAPEL ST | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $15,000 |
| ST MARTIN DE PORRES ACADEMY | ||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | UNRESTRICTED | $26,000 |
| YALE UNIVERSITY CHILD STUDY CENTER | ||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | NONE | UNRESTRICTED | $25,000 |
| YALE CANCER CENTER | ||||||
| 157 CHURCH ST | NEW HAVEN | CT | 06510 | NONE | UNRESTRICTED | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,200 | 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 | $211,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,258 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $485,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $485,973 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,650 | Amt |
| Net Investment Income | $8,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CHANGE IN THE NAME OF THE FOUNDATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, LINE "NAME OF THE FOUNDATION" | FormAndLineReferenceDesc |
| Medium Explanation | THIS PRIVATE FOUNDATION WAS SET UP AS A CHARITABLE TRUST SINCE ITS INCEPTION AND WE ARE MAKING A CHANGE TO THE WAY WE REPORT THE NAME BY REMOVING 'INC' TO ALIGN WITH THE FACT THAT IT WAS NEVER INCORPORATED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,752,963 | EOYBookValueAmt |
| EOYFMV | $8,619,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $44,427 | Amt |
| Net Investment Income | $44,427 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $3,208 | $3,208 | $0 | $0 |
| FEDERAL TAXES | $4,430 | $4,430 | $0 | $0 |
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