ECHLIN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ECHLIN FOUNDATION (EIN 06-6037282)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-03-01
- IRS object ID
- 201800609349100200
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-01T04:38:27-06:00 | ReturnTs |
| Tax Period End | 2017-11-30 | 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 | 2016-12-01 | 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 | 2018-02-19 | 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 | 2018-02-19 | IPDt |
| IP Tm | 11:19:51 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 91562BB080FF39FFB4DA5F120A969AF083169BB8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 91562BB080FF39FFB4DA5F120A969AF083169BB8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,806,466 | 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 | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $192,921 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,921 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $638,571 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,719 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $247,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,683 | 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 | $4,938 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,693 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,693 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,267 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,967 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $404,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $404,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $463,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,967 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$216,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,716 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,857 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,159 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,159 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,736,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,427,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,645,307 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,804,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,588,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,806,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,433,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,433,878 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $20,198 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $20,198 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $350,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $134,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,804,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,588,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,804,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,588,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,804,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$216,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,588,662 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,588,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $343,607 | $338,029 | $5,578 | $5,578 |
| PUBLICLY TRADED SECURITIES - LT | P | $294,931 | $245,823 | $49,108 | $49,108 |
| CAPITAL GAINS DIVIDENDS | P | $33 | $33 | $33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,719 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $417,806 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,156,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051224 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $418,875 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,447,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049584 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $361,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,499,382 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042474 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $308,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,359,364 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041851 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $286,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,268,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045624 | DistributionYr5Rt |
| Total Distribution | 0.230757 | TotalDistributionRt |
| Average Distribution | 0.046151 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,447,679 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $389,869 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,927 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $391,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $404,000 | 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 | $1,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,273 | OverpaymentAmt |
| Applied To ES Tax | $1,273 | 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 | 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 | $8,461,316 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,576,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,576,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,447,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $422,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $422,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,927 | TotalTaxAmt |
| Distributable Before Adj | $420,457 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $420,457 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $420,457 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $404,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,927 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $402,073 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $403,369 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $403,369 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $631 | 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 | $419,826 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 919 NORTH MICHIGAN AVENUE SUITE | 1000 | CHICAGO | IL | 60611 | NONE | UNRESTRICTED | $20,000 |
| RUNYAN CANCER RESEARCH FUND | |||||||
| 1600 DUKE STREET SUITE 500 | ALEXANDRIA | VA | 22314 | NONE | UNRESTRICTED | $12,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | NONE | UNRESTRICTED | $12,000 | |
| PARKINSON DISEASE FOUNDATION | |||||||
| 710 WEST 168 STREET | NEW YORK | NY | 10032 | NONE | UNRESTRICTED | $18,000 | |
| ST JOSEPH CANDLER HOSPITAL | |||||||
| 5353 REYNOLDS ST | SAVANNAH | GA | 31405 | NONE | UNRESTRICTED | $30,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | UNRESTRICTED | $23,000 | |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | NONE | UNRESTRICTED | $75,000 | |
| YALE CHILD STUDY RESEARCH | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | UNRESTRICTED | $25,000 | |
| YALE CANCER FUND | |||||||
| 157 CHURCH ST | NEW HAVEN | CT | 06510 | NONE | UNRESTRICTED | $15,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | |||||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | NONE | UNRESTRICTED | $16,000 | |
| BETHESDA SCHOOL FOR BOYS | |||||||
| PO BOX 13039 | SAVANNAH | GA | 31416 | NONE | UNRESTRICTED | $24,000 | |
| SOUNDVIEW FAMILY YMCA | |||||||
| 622 EAST MAIN STREET | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $15,000 | |
| CONNECTICUT HOSPICE | |||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | UNRESTRICTEDUNRESTRICTED | $20,000 | |
| CHILDRENS SCHOLARSHIP FUND | |||||||
| 8 W 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | NONE | UNRESTRICTED | $30,000 | |
| 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 | $15,000 | |
| GAYLORD HOSPITAL INC | |||||||
| 8 DEVINE STREET | NORTH HAVEN | CT | 06473 | NONE | UNRESTRICTED | $10,000 | |
| CONNECTICUT CHILDRENS MUSEUM | |||||||
| 22 WALL STREET | NEW HAVEN | CT | 06473 | NONE | UNRESTRICTED | $10,000 | |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | UNRESTRICTED | $24,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $404,000 | 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 |
| Exclusion | $43 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,921 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,719 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $247,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $247,683 | 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 | $4,938 | Amt |
| Net Investment Income | $0 | 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 | $2,427,503 | EOYBookValueAmt |
| EOYFMV | $8,645,307 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTY | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| 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 | $46,693 | Amt |
| Net Investment Income | $46,693 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,548 | $3,548 | $0 |
| FEDERAL TAXES | $4,719 | $4,719 | $0 |
Comments