THE DAVIS FAMILY FUND INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVIS FAMILY FUND INC (EIN 13-6160952)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-03-12
- IRS object ID
- 201800719349100210
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-12T12:13:45-07:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Satty Levine & Ciacco CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Jericho Turnpike Ste 200 | AddressLine1Txt |
| City | Jericho | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136160952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grove Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROV | BusinessNameControlTxt |
| Phone | 5163389500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 837 Boston Post Road | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Russell A Davis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank Lou CPA | PreparerPersonNm |
| PTIN | P00546140 | PTIN |
| Phone | 5163389500 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $909,860 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,318 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,318 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,347 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,394 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $42,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,668 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,715 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,890 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,369 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $1,369 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,259 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,259 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,668 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,456 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,571 | CashBOYAmt |
| Cash EOY | $49,912 | CashEOYAmt |
| Cash EOYFMV | $49,912 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $180 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $180 | RcvblFromOfficersEOYAmt |
| Corporate Stock BOY | $475,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $490,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $859,948 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $541,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $540,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $909,860 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $513,888 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $513,888 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $27,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,595 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $541,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $540,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $541,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $540,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $541,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$591 | ExcessRevenueOverExpensesAmt |
| Subtotal | $540,483 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $540,483 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Prudential Securities | P | 2010-01-01 | 2016-12-13 | $3,777 | $3,777 | $3,777 | |
| Franklin Templeton Beacon Fund | P | 2010-01-01 | 2017-01-19 | $7,734 | $7,734 | $7,734 | |
| Gamestop Corporation | P | 2010-01-01 | 2017-01-19 | $15,655 | $8,114 | $8,114 | $7,541 |
| Franklin Templeton Beacon Fund | P | 2010-01-01 | 2017-09-14 | $2,328 | $2,328 | $2,328 | |
| Prudential Securities | P | 2016-01-01 | 2016-12-13 | $1,379 | $1,379 | $1,379 | |
| Franklin Templeton Beacon Fund | P | 2017-01-01 | 2017-01-09 | $2,549 | $2,549 | $2,549 | |
| Franklin Templeton Fund | P | 2017-01-01 | 2017-09-14 | $466 | $466 | $466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,347 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,394 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $783,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03703 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,822 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $843,515 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04247 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $893,271 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03526 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,339 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $841,578 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04199 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,859 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $668,453 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05813 | DistributionYr5Rt |
| Total Distribution | 0.214883 | TotalDistributionRt |
| Average Distribution | 0.042977 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $863,973 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,131 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $427 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,558 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,000 | 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 | $427 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $427 | SubtotalAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $773 | OverpaymentAmt |
| Applied To ES Tax | $773 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Satty Levine & Ciacco CPAs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163389500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Jericho Tpke | AddressLine1Txt |
| City | Jericho | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Russell A Davis | ||||||
| 837 Boston Post Road Ste 12 | Madison | CT | 06443 | President | 0.00 | $0 |
| Gerald A Davis | ||||||
| 837 Boston Post Road Ste 12 | Madison | CT | 06443 | Treasurer | 0.00 | $0 |
| Stephen M Davis | ||||||
| 837 Boston Post Road Ste 12 | Madison | CT | 06443 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | community based projects | Description1Txt |
| Expenses1 | $12,000 | Expenses1Amt |
| Description2 | arts | Description2Txt |
| Expenses2 | $8,000 | Expenses2Amt |
| Description3 | religious | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | educational | Description4Txt |
| Expenses4 | $15,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $808,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $877,130 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $877,130 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $863,973 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $427 | TotalTaxAmt |
| Distributable Before Adj | $42,772 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,772 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,772 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $427 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,573 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,772 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,864 | UndistributedIncomePYAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,864 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,136 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $30,636 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHORELINE ART ALLIANCE | |||||||
| 725 BOSTON POST ROAD | GUILFORD | CT | 06437 | NONE | PC | general CONTRIBUTION | $2,000 |
| THE HOLLYCROFT FOUNDATION | |||||||
| PO BOX 278 | IVORYTON | CT | 06442 | NONE | PC | general CONTRIBUTION | $5,000 |
| JEWISH FEDERATION OF NEW HAVEN | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | PC | general contribution | $5,000 |
| MADISON ABC PROGRAM | |||||||
| BOX 371 | MADISON | CT | 06443 | NONE | PC | general contribution | $1,000 |
| MADISON FOUNDATION | |||||||
| po box 446 | MADISON | CT | 06443 | NONE | PC | general contribution | $4,000 |
| EC Scranton Memorial Library | |||||||
| Post Rd | MadIson | CT | 06443 | NONE | PC | general contribution | $14,000 |
| MADISON HISTORICAL SOCIETY | |||||||
| PO BOX 17 | MADISON | CT | 06443 | NONE | Nonprofit | general contribution | $1,000 |
| FRESH PRODUCERS | |||||||
| 420 I STREET SUITE 5 | SACRAMENTO | CA | 95814 | NONE | PC | general contribution | $5,000 |
| MADISON ROTARY FOUNDATION | |||||||
| PO BOX 335 | MADISON | CT | 06443 | NONE | Nonprofit | GENERAL CONTRIBUTION | $2,000 |
| GUILFORD ART CENTER | |||||||
| 411 CHURCH STREET | GUILFORD | CT | 06437 | NONE | PC | General Contribution | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,347 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,321 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,347 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,668 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Income is generated to support the organization's charitable purpose. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $1,890 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,890 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME TAXES | CategoryTxt |
| Amt | $1,369 | Amt |
| Adjusted Net Income | $1,369 | AdjustedNetIncomeAmt |
Comments