ECHLIN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ECHLIN FOUNDATION (EIN 06-6037282)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-07
- IRS object ID
- 201932809349100003
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-07T09:31:52-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061156122 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT ROLLERI SHEPPARD CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 POST ROAD SUITE 1040 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | 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 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECHL | BusinessNameControlTxt |
| Phone | 2032592727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 PRIORY ROAD | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN E ECHLIN JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2032592727 | PhoneNum |
| Signature | 2019-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J KNIGHT CPA | PreparerPersonNm |
| PTIN | P00182554 | PTIN |
| Phone | 2032592727 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.195.241.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-02 | IPDt |
| IP Tm | 08:56:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8C79D4EAC39085A882311E016F31613155FEAA3D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8C79D4EAC39085A882311E016F31613155FEAA3D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,637,221 | 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 | $229,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $667,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,253 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $380,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $380,762 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,282 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $82 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $481,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,004 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $161,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,934 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,667,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,747,874 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,573,287 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,829,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,811,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,637,221 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,674,263 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,657,024 | 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 | $2,829,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,811,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,829,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,811,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,829,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,996 | ExcessRevenueOverExpensesAmt |
| Other Increases | $83,757 | OtherIncreasesAmt |
| Subtotal | $2,811,808 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,811,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $91,434 | $119,507 | -$28,073 | -$28,073 |
| PUBLICLY TRADED SECURITIES - LT | P | $576,080 | $396,754 | $179,326 | $179,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,253 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $402,073 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,447,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $417,806 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,156,513 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $418,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,447,757 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049584 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $361,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,499,382 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042474 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $308,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,359,364 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041851 | DistributionYr5Rt |
| Total Distribution | 0.232729 | TotalDistributionRt |
| Average Distribution | 0.046546 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,591,016 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $399,877 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $403,067 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $420,000 | 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 | $3,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,960 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,230 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | KNIGHT ROLLERI SHEPPARD CPAS LLP | IndividualWithBooksNm |
| Phone | 2032592727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 POST ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JOHN E ECHLIN JR | ||||||||
| 8 PRIORY ROAD | SAVANNAH | GA | 31411 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JANE KAMMERER | ||||||||
| PO BOX 456 | GUILFORD | CT | 06437 | DIRECTOR | 5.00 | $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 | $8,609,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,721,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,721,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,591,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $429,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $429,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,190 | TotalTaxAmt |
| Distributable Before Adj | $426,361 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $426,361 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $426,361 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $416,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $426,361 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $419,826 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $419,826 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $174 | 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 | $426,187 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 919 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60611 | NONE | UNRESTRICTED | $25,000 |
| THE DAMON RUNYON CANCER RESEARCH FOUNDATION | ||||||
| 55 BROADWAY SUITE 302 | NEW YORK | NY | 10006 | NONE | UNRESTRICTED | $12,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||
| PO BOX 400 | HAGERSTOWN | MD | 21741 | NONE | UNRESTRICTED | $15,000 |
| PARKINSON'S FOUNDATION | ||||||
| 200 SE 1ST STREET | NEW HAVEN | CT | 06510 | NONE | UNRESTRICTED | $15,000 |
| CANDLER FOUNDATION AUGUSTA UNIVERSITY MED SCHOLARSHIP | ||||||
| 5353 REYNOLDS ST | SAVANNAH | GA | 31405 | NONE | UNRESTRICTED | $20,000 |
| ST JOSEPH CANDLER HOSPITAL | ||||||
| 5353 REYNOLDS ST | SAVANNAH | GA | 31405 | NONE | UNRESTRICTED | $25,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | UNRESTRICTED | $33,000 |
| UNIVERSITY OF NEW HAVEN | ||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | NONE | UNRESTRICTED | $75,000 |
| 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 |
| NEIGHBORHOOD MUSIC SCHOOL | ||||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | NONE | UNRESTRICTED | $18,000 |
| BETHESDA ACADEMY | ||||||
| PO BOX 13039 | SAVANNAH | GA | 31416 | NONE | UNRESTRICTED | $23,000 |
| SOUNDVIEW FAMILY YMCA | ||||||
| 628 EAST MAIN STREET | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $15,000 |
| CONNECTICUT HOSPICE INC | ||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | UNRESTRICTEDUNRESTRICTED | $22,000 |
| VNA COMMUNITY HEALTH CARE | ||||||
| 753 BOSTON POST ROAD | GUILFORD | CT | 06437 | NONE | UNRESTRICTED | $10,000 |
| COMMUNITY DINING ROOM | ||||||
| 30 HARRISON AVENUE | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $16,000 |
| GAYLORD HOSPITAL | ||||||
| GAYLORD FARM ROAD PO BOX 400 | WALLINGFORD | CT | 06492 | NONE | UNRESTRICTED | $10,000 |
| CONNECTICUT CHILDREN'S MUSEUM | ||||||
| 22 WALL STREET | NEW HAVEN | CT | 06511 | NONE | UNRESTRICTED | $10,000 |
| ST MARTIN DE PORRES ACADEMY | ||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | UNRESTRICTED | $26,000 |
| MIGHTY 8TH AIRFORCE MUSEUM | ||||||
| 175 BOURNE AVENUE | POOLER | GA | 31322 | NONE | UNRESTRICTED | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $380,762 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $380,762 | 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 | CategoryTxt |
| Amt | $6,925 | Amt |
| Net Investment Income | $6,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,747,874 | EOYBookValueAmt |
| EOYFMV | $8,573,287 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Revenue And Expenses Per Books | $82 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $82 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJUSTMENT | Desc |
| Amt | $83,757 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $48,469 | Amt |
| Net Investment Income | $48,469 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,602 | $4,602 | $0 |
| FEDERAL TAXES | $1,680 | $1,680 | $0 |
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