NORFOLK FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NORFOLK FOUNDATION INC (EIN 47-5535228)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-09
- IRS object ID
- 201821909349100757
- 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
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-09T14:30:43-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061271935 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACY E FILLOW CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 SOUTH MAIN ST PO BOX 799 | AddressLine1Txt |
| City | KENT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06757 | 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 | 475535228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORFOLK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORF | BusinessNameControlTxt |
| Phone | 8605410463 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 333 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060580333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8605410463 | PhoneNum |
| Signature | 2018-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY E FILLOW CPA | PreparerPersonNm |
| PTIN | P00634557 | PTIN |
| Phone | 8609274848 | PhoneNum |
| Preparation | 2018-06-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,238,407 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $366,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $221 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $221 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,506 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,506 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $6,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $6,600 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $6,600 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $4,901 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $67,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,243,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,339 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $21,560 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $434 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $434 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $464,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,666 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $52,321 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,430 | 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 | $77,430 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,499 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,499 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,748 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,242 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,130 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,130 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,554 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $286 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $286 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,873 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $21,952 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $351 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $351 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $9,441 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,441 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $727 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $727 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $15,332 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,212 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $205,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,099 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,099 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $126,736 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,809 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,099 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,099 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $137,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,567 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,222 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,087 | CashBOYAmt |
| Cash EOY | $479,806 | CashEOYAmt |
| Cash EOYFMV | $479,806 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $75,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $75,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $75,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $19,834 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,834 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $99,881 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $14,045 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $351 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $14,045 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $13,694 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $13,694 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,713,550 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $851,348 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $851,348 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $623,444 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,584 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $516,922 | LandBOYAmt |
| Land EOY | $590,860 | LandEOYAmt |
| Land EOYFMV | $590,860 | LandEOYFMVAmt |
| Other Assets BOY | $984 | OtherAssetsBOYAmt |
| Other Assets EOY | $207,865 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $207,865 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,375,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,238,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,238,407 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,412 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,250 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $1,650 | DeferredRevenueBOYAmt |
| Loans From Officers BOY | $317,535 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $324,597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,250 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,050,872 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,183,157 | UnrestrictedEOYAmt |
| Temporarily Restricted EOY | $50,000 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,050,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,233,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,375,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,238,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,050,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $137,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,595 | OtherIncreasesAmt |
| Subtotal | $2,233,157 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,233,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40 SH APPLE, INC. | D | 2017-03-16 | 2017-03-20 | $5,643 | $515 | $5,128 | $5,128 |
| 100 SH EXXON MOBIL CORP | D | 2017-05-23 | 2017-06-06 | $8,019 | $68 | $7,951 | $7,951 |
| 300 SH TIME WARNER | D | 2017-08-29 | 2017-08-30 | $30,411 | $7,566 | $22,845 | $22,845 |
| 30 SH AMGEN | D | 2017-12-15 | 2017-12-18 | $5,304 | $2,789 | $2,515 | $2,515 |
| PUBLICLY TRADED SECURITIES | P | $900,232 | $878,672 | $21,560 | $21,560 | ||
| PUBLICLY TRADED SECURITIES | P | $289,084 | $247,532 | $41,552 | $41,552 | ||
| CAPITAL GAINS DIVIDENDS | P | $4,788 | $4,788 | $4,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,339 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $21,560 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $166,237 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,871,598 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088821 | DistributionYr1Rt |
| Total Distribution | 0.088821 | TotalDistributionRt |
| Average Distribution | 0.088821 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,431,487 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,146 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,166 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,312 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $514,802 | 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 | $1,166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,834 | OverpaymentAmt |
| Applied To ES Tax | $1,200 | AppliedToESTaxAmt |
| Refund | $18,634 | 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 | 0 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NORFOLKFOUNDATION.NET | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORFOLK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8605410463 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 STATION PLACE | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06058 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| DAWN M WHALEN | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | DIRECTOR | 45.00 | $77,430 | $1,500 | $0 |
| SAMUEL A ANDERSON | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| ELIZABETH B BORDEN | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | TREASURER | 2.00 | $0 | $0 | $0 |
| JOSEPH HURST | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | VICE PRESIDENT | 9.00 | $0 | $0 | $0 |
| STEPHEN W MELVILLE | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | SECRETARY | 10.00 | $0 | $0 | $0 |
| MARY M ACKERLY | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LISA ATKIN | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARK BURKE | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| CATIE DOUGAN | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | BOARD MEMBER | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RENOVATION AND ESTABLISHMENT OF THE NORFOLK HUB - THE HUB CREATION BRINGS A GREATER SHARED AWARENESS OF THE TOWN OF NORFOLK'S MANY VOLUNTEER ORGANIZATIONS AND WILL BE USED FOR COMMUNITY SUPPORT AND EVENTS. THE NORFOLK HUB WILL OFFER WORK AND MEETING SPACES AND PROFESSIONAL SUPPORT TO ITS MEMBER ORGANIZATIONS. | Description1Txt |
| Expenses1 | $191,216 | Expenses1Amt |
| Description2 | SUPPORT OF THE COMMUNITY OF NORFOLK - PARTICIPATION AND INVOLVEMENT IN THE COMMUNITY AND COMMUNITY EVENTS. | Description2Txt |
| Expenses2 | $101,614 | Expenses2Amt |
| Description3 | ACTIVITIES TO DEVELOP A SUSTAINABLE DOWNTOWN - RENOVATION AND MAINTENANCE OF 6 STATION PLACE. | Description3Txt |
| Expenses3 | $100,163 | Expenses3Amt |
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 | $1,311,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,453,286 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,453,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,431,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $266,257 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $514,802 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,166 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $513,636 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2018-03-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $32,222 | CurrentYearAmt |
| Year1 | $93,580 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $125,802 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $27,389 | CurrentYearAmt |
| Year1 | $79,543 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $106,932 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $514,802 | CurrentYearAmt |
| Year1 | $185,026 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $699,828 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $137,744 | CurrentYearAmt |
| Year1 | $13,471 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $151,215 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $377,058 | CurrentYearAmt |
| Year1 | $171,555 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $548,613 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $47,716 | CurrentYearAmt |
| Year1 | $62,387 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $110,103 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY M ACKERLY | ContributingManagerNm |
| Contributing Manager | STEPHEN W MELVILLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TOWN OF NORFOLK | ||||||
| PO BOX 82 | NORFOLK | CT | 06058 | GOV | SUPPORT OF CITY MEADOW PROGRAM, WEEKEND IN NORFOLK AND RAILS TO TRAILS | $100,661 |
| CHURCH OF CHRIST NORFOLK | ||||||
| PO BOX 582 | NORFOLK | CT | 06058 | PC | CHURCH BUILDING STAINED GLASS | $5,000 |
| BATTELL ARTS FOUNDATION INC | ||||||
| PO BOX 661 | NORFOLK | CT | 06058 | PC | GENERAL GRANT | $1,000 |
| NORFOLK LAND TRUST | ||||||
| PO BOX 363 | NORFOLK | CT | 06058 | PC | GENERAL GRANT | $1,500 |
| NORFOLK HISTORICAL SOCIETY | ||||||
| PO BOX 288 | NORFOLK | CT | 06058 | PC | GENERAL GRANT | $4,000 |
| NORFOLK COMMUNITY ASSOCIATION | ||||||
| PO BOX 358 | NORFOLK | CT | 06058 | PC | GENERAL GRANT | $9,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,809 | 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 |
| Exclusion | $221 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,506 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,647 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MICELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $434 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,709 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEPHEN AND RUTH MELVILLE | |||||||
| 1 | PO BOX 449 | NORFOLK | CT | 06058 | $217,535 | Yes (X) | |
| COALITION FOR SOUND GROWTH | |||||||
| 2 | PO BOX 376 | NORFOLK | CT | 06058 | $36,337 | Yes (X) | |
| MARY ACKERLY | |||||||
| 3 | PO BOX 570 | NORFOLK | CT | 06058 | $30,474 | Yes (X) | Yes (X) |
| MARY ACKERLY | |||||||
| 4 | PO BOX 570 | NORFOLK | CT | 06058 | $5,273 | Yes (X) | Yes (X) |
| AKC FUND | |||||||
| 5 | 275 MADISON AVE 6TH FLOOR | NEW YORK | NY | 10016 | $10,000 | Yes (X) | |
| LEILA JAVITCH | |||||||
| 6 | 110 RIVERSIDE DRIVE | NEW YORK | NY | 10024 | $8,257 | Yes (X) | Yes (X) |
| MARY FANETTE | |||||||
| 7 | PO BOX 484 | NORFOLK | CT | 06058 | $5,626 | Yes (X) | Yes (X) |
| JOHN AND MARLENE CHILDS | |||||||
| 8 | 165 SAGO PALM ROAD | VERO BEACH | FL | 06058 | $50,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 300 SHARES TIME WARNER STOCK | $30,474 | 2017-08-30 |
| 4 | 30 SHARES AMGEN STOCK | $5,273 | 2017-12-15 |
| 6 | 100 SHARES EXXON MOBIL STOCK | $8,257 | 2017-05-23 |
| 7 | 40 SHARES APPLE STOCK | $5,626 | 2017-03-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $8,242 | Amt |
| Net Investment Income | $4,130 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,130 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | CLOSING COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2016-05-20 | AcquiredCompletedOrExpendedDt |
| Amortized | $1,181 | AmortizedAmt |
| Deduction For Prior Years | $197 | DeductionForPriorYearsAmt |
| Amortization Period | 36.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $394 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Total Amortization | $591 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING - 6 STATION PLACE | 2016-05-20 | $215,106 | $3,477 | SL | 40.000000000000 | $5,378 | $0 | $0 |
| LAND - 6 STATION PLACE | 2016-05-20 | $70,000 | L | $0 | $0 | $0 | ||
| BUILDING IMPROVEMENTS - 6 STATION PLACE | 2016-12-31 | $35,044 | $35 | SL | 40.000000000000 | $876 | $0 | $0 |
| BUILDING IMPROVEMENTS - 6 STATION PLACE | 2017-01-04 | $66,185 | SL | 40.000000000000 | $1,655 | $0 | $0 | |
| SHED - 6 STATION PLACE | 2017-05-24 | $3,454 | SL | 10.000000000000 | $201 | $0 | $0 | |
| REFRIGERATOR | 2016-08-24 | $23,145 | $4,629 | SL | 5.000000000000 | $4,629 | $0 | $0 |
| REFRIGERATOR-INSTALLATION | 2017-01-31 | $6,490 | SL | 5.000000000000 | $1,190 | $0 | $0 | |
| HOOD | 2016-11-15 | $14,211 | $2,842 | SL | 5.000000000000 | $2,842 | $0 | $0 |
| HOOD-INSTALLATION | 2017-01-05 | $5,034 | SL | 5.000000000000 | $1,007 | $0 | $0 | |
| FREEZER LIGHTS | 2017-04-24 | $1,637 | SL | 5.000000000000 | $218 | $0 | $0 | |
| FREEZER DOOR | 2017-10-11 | $3,191 | SL | 5.000000000000 | $160 | $0 | $0 | |
| WALL UNITS-AIR CONDITIONERS | 2017-07-10 | $9,548 | SL | 5.000000000000 | $955 | $0 | $0 | |
| BUILDING - 2 STATION PLACE-HUB | 2016-07-13 | $99,599 | SL | 40.000000000000 | $2,490 | $0 | $0 | |
| LAND - 2 STATION PLACE | 2016-07-13 | $70,800 | L | $0 | $0 | $0 | ||
| BUILDING - 2 STATION PLACE-HAIR SALON | 2016-07-13 | $14,045 | SL | 40.000000000000 | $351 | $351 | $351 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING - 2 STATION PLACE-HAIR SALON | CategoryOrItemTxt |
| Cost Or Other Basis | $14,045 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $351 | AccumulatedDepreciationAmt |
| Book Value | $13,694 | BookValueAmt |
| EOYFMV | $13,694 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DEUTSCHE BANK | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $851,348 | BookValueAmt |
| EOYFMV | $851,348 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING - 6 STATION PLACE | $215,106 | $8,855 | $206,251 | $206,251 |
| LAND - 6 STATION PLACE | $70,000 | $0 | $70,000 | $70,000 |
| BUILDING IMPROVEMENTS - 6 STATION PLACE | $35,044 | $911 | $34,133 | $34,133 |
| BUILDING IMPROVEMENTS - 6 STATION PLACE | $66,185 | $1,655 | $64,530 | $64,530 |
| SHED - 6 STATION PLACE | $3,454 | $201 | $3,253 | $3,253 |
| REFRIGERATOR | $23,145 | $9,258 | $13,887 | $13,887 |
| REFRIGERATOR-INSTALLATION | $6,490 | $1,190 | $5,300 | $5,300 |
| HOOD | $14,211 | $5,684 | $8,527 | $8,527 |
| HOOD-INSTALLATION | $5,034 | $1,007 | $4,027 | $4,027 |
| FREEZER LIGHTS | $1,637 | $218 | $1,419 | $1,419 |
| FREEZER DOOR | $3,191 | $160 | $3,031 | $3,031 |
| WALL UNITS-AIR CONDITIONERS | $9,548 | $955 | $8,593 | $8,593 |
| BUILDING - 2 STATION PLACE-HUB | $99,599 | $2,490 | $97,109 | $97,109 |
| LAND - 2 STATION PLACE | $70,800 | $0 | $70,800 | $70,800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $6,748 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| CONSTRUCTION IN PROGRESS | $207,275 | $207,275 | |
| CLOSING COSTS | $590 | $590 | $984 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING EXPENSE | $1,257 | $0 | $0 | $1,257 |
| FEES AND PERMITS | $3,804 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $2,660 | $0 | $0 | $2,660 |
| TELEPHONE | $1,059 | $0 | $0 | $1,059 |
| INTERNET SERVICES AND WEBSITE | $1,233 | $0 | $0 | $1,233 |
| PAYROLL SERVICE FEES | $181 | $0 | $0 | $181 |
| INVESTMENT MANAGEMENT FEE | $14,270 | $14,270 | $14,270 | $0 |
| INSURANCE | $4,091 | $0 | $0 | $3,394 |
| COMPUTER SERVICES AND SUPPLIES | $1,004 | $0 | $0 | $1,004 |
| RENTALS | $800 | $0 | $0 | $800 |
| POSTAGE | $381 | $0 | $0 | $381 |
| MISCELLANEOUS | $593 | $0 | $0 | $593 |
| MEALS AND TRAVEL | $459 | $0 | $0 | $459 |
| PROFESSIONAL DEVELOPMENT | $1,040 | $0 | $0 | $1,040 |
| BANK CHARGES | $62 | $0 | $0 | $0 |
| OUTREACH | $1,449 | $0 | $0 | $1,449 |
| EVENTS | $931 | $0 | $0 | $931 |
| REPAIRS | $6,135 | $0 | $0 | $6,135 |
| UTILITIES | $1,636 | $0 | $0 | $1,636 |
| UTILITIES | $623 | $623 | $623 | $0 |
| INSURANCE | $219 | $219 | $219 | $0 |
| REPAIRS AND MAINTENANCE | $204 | $204 | $204 | $0 |
| SUPPLIES | $16 | $16 | $16 | $0 |
| AMORTIZATION | $394 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MICELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $434 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $434 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $44,595 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $1,554 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,554 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| STEPHEN AND RUTH MELVILLE | |||
| PO BOX 449 | NORFOLK | CT | 06058 |
| MARY ACKERLY | |||
| PO BOX 570 | NORFOLK | CT | 06058 |
| JOHN AND MARLENE CHILDS | |||
| 165 SAGO PALM ROAD | VERO BEACH | FL | 32963 |
| AKC FUND INC | |||
| 275 MADISON AVE 6TH FLOOR | NEW YORK | NY | 10016 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES - 990PF | $20,956 | $0 | $0 | $0 |
| REAL ESTATE TAXES | $4,873 | $0 | $0 | $4,873 |
| REAL ESTATE TAXES | $286 | $286 | $286 | $0 |
Comments