ALEX CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALEX CHARITABLE TR (EIN 06-1546079)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2019-01-16
- IRS object ID
- 201910169349100601
- Schema version
- 2017v2.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-16T11:27:25-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charyn D Powers CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Centerview Rd | AddressLine1Txt |
| City | Woodbridge | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061546079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Alex Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 2033972340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Center View Road | AddressLine1Txt |
| City | Woodbridge | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARYN D POWERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033972340 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARYN POWERS | PreparerPersonNm |
| PTIN | P00030560 | PTIN |
| Phone | 2033972340 | PhoneNum |
| Preparation | 2019-01-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.44.59.192 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-16 | IPDt |
| IP Tm | 11:27:22 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DBA2CE72B43D97B8F2BD356D280B5DBC0125B082 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBA2CE72B43D97B8F2BD356D280B5DBC0125B082 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $652,338 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,056 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,056 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,449 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,505 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $675 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $675 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,014 | CashBOYAmt |
| Cash EOY | $2,696 | CashEOYAmt |
| Cash EOYFMV | $2,696 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $339,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,911 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $230,335 | CorporateStockBOYAmt |
| Corporate Stock EOY | $477,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $473,098 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $107,373 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $106,841 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $97,633 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $680,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $665,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $652,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $703,915 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $680,386 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$23,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$14,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $680,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $665,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $680,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $665,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $680,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,670 | ExcessRevenueOverExpensesAmt |
| Subtotal | $668,716 | SubtotalAmt |
| Other Decreases | $2,789 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $665,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 203.06 Shs Fidelity Floating Rate | P | 2016-07-01 | 2017-06-14 | $1,962 | $0 | $1,982 | -$20 | $0 | $0 | $0 | -$20 |
| 70 Shs Edgewell Personal Care Co | P | 2015-07-10 | 2017-06-14 | $5,291 | $0 | $6,853 | -$1,562 | $0 | $0 | $0 | -$1,562 |
| 5339.97 Shs Fidelity Floating Rate | P | 2016-06-01 | 2017-06-14 | $51,565 | $0 | $52,087 | -$522 | $0 | $0 | $0 | -$522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,104 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$20 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,294 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $653,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060141 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,353 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $710,524 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051164 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,274 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $728,201 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016855 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $245,484 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000403 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $112 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,982 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056509 | DistributionYr5Rt |
| Total Distribution | 0.185072 | TotalDistributionRt |
| Average Distribution | 0.037014 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $650,759 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,175 | 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 | $158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $158 | SubtotalAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $160 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$160 | OriginalReturnOverpaymentAmt |
| Overpayment | $2 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2 | RefundAmt |
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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | CHARYN D POWERS CPA | IndividualWithBooksNm |
| Phone | 2033972340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Center View Rd | AddressLine1Txt |
| City | Woodbridge | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065251843 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CHARYN D POWERS CPA | ||||||||
| 14 Center View Road | Woodbridge | CT | 06525 | Trustee | 0 | $0 | $0 | $0 |
| ARIE E DAVID | ||||||||
| 17 Bonnie Brook Road | Westport | CT | 06880 | Trustee | 0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $460,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $660,669 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $660,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $650,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $158 | TotalTaxAmt |
| Distributable Before Adj | $32,380 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,380 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,380 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,175 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $158 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,380 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,527 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $112 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $99 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,274 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,410 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $48,895 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,175 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,175 | AppliedToCurrentYearAmt |
| Total Corpus | $48,895 | TotalCorpusAmt |
| Taxable2 | $28,527 | Taxable2Amt |
| Undistributed Income CY | $4,205 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $112 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,783 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99 | ExcessFromYear4Amt |
| Excess From Year3 | $12,274 | ExcessFromYear3Amt |
| Excess From Year2 | $36,410 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| New Haven Hebrew Day School | ||||||
| 261 Derby Avenue | Orange | CT | 06477 | 501 (3)(c) | To support pre-school | $1,500 |
| Torah Education in Israel | ||||||
| 420 Lexinton Ave Suite 1425 | New York | NY | 10170 | 501(c)(#) | Education for Children | $15,000 |
| Yale University Discovery to Cure | ||||||
| 333 Cedar Street | New Haven | CT | 06520 | 501(3)(c) | Cancer Research | $10,000 |
| Cardinal Shehan Center | ||||||
| 1494 Main Street | Bridgeport | CT | 06604 | 501(c)(3) | Education of children | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| New Haven Hebrew Day School | ||||||
| 261 Derby Avenue | Orange | CT | 06477 | 501(c)(3) | Education for children aged12 and under | $2,000 |
| American Friends of Midreshet | ||||||
| 1240 Ave S | Brooklyn | NY | 11229 | 501(c)(3) | Education | $5,000 |
| Atent Torah Center | ||||||
| 1240 Ave S | Brooklyn | NY | 11229 | 501(c)(3) | Education | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $17,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,056 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,449 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,505 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Bristow Group Inc. | $71,675 | $61,406 |
| Bank New York Mellon Corp | $35,166 | $36,227 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard GNMA | $98,478 | $96,809 |
| ALPS ETF | $47,885 | $39,088 |
| Powershares DB US | $49,577 | $48,060 |
| Citizens Finl Group | $6,825 | $10,509 |
| Capstead MTG Corp | $24,348 | $25,350 |
| Vanguard Intermediate Term Fund | $53,922 | $53,379 |
| Vanguard ST Investment Fund | $88,978 | $88,480 |
| Vanguard Consumer Staples | $44,794 | $44,693 |
| Vanguard Dividend Appreciation Fund | $44,606 | $48,183 |
| SPDR Gold Trust | $18,066 | $18,547 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| federal taxes paid | $317 |
| loss on sale of bond | $2,104 |
| UUP Form K-1 interest income | $368 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | bank charges | Desc |
| Revenue And Expenses Per Books | $675 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $675 | DisbursementsCharitablePrpsAmt |
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