EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-13
- IRS object ID
- 201531039349100503
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-13T09:57:06-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAL CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 West Town St | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066475783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EILEEN D BROWN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EILE | BusinessNameControlTxt |
| Phone | 8603760235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PATRICIA JACKMAN 119 COLONEL BR | AddressLine1Txt |
| City | GRISWOLD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06351 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA JACKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603760235 | PhoneNum |
| Signature | 2015-04-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LASARACINA | PreparerPersonNm |
| Phone | 8608865186 | PhoneNum |
| Preparation | 2015-04-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,370,951 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,055 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,055 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $856,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,077 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,077 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $94,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,132 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,132 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $15,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,120 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $740 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $740 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $2,986 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $2,986 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,320 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $5,320 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,320 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,424 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $2,424 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $7,537 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $7,537 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,537 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,224 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $1,224 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $33,267 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $33,267 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $69,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $69,618 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,857 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $69,618 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,597 | CashBOYAmt |
| Cash EOY | $21,908 | CashEOYAmt |
| Cash EOYFMV | $21,908 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $89 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $963 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $981,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,002,267 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,002,267 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $345,300 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,848 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $336,285 | LandBOYAmt |
| Land EOY | $335,452 | LandEOYAmt |
| Land EOYFMV | $345,300 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $513 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $513 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,353,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,361,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,370,951 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,353,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,361,103 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,353,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,361,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,353,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,361,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,353,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,745 | OtherIncreasesAmt |
| Subtotal | $1,378,658 | SubtotalAmt |
| Other Decreases | $17,555 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,361,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TD AMERITRADE- CAPITAL GAIN DISTRIBUTION | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $2,077 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,077 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $2,077 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,077 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,077 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,743 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,334,787 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.011045 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,791 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,282,960 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,280,877 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006382 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,374 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,268,291 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.012910 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,517 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,192,622 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018042 | DistributionYr5Rt |
| Total Distribution | 0.066923 | TotalDistributionRt |
| Average Distribution | 0.013385 | AverageDistributionRt |
| Net Investment Income Pct | $311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,357 | 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 | $311 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $311 | SubtotalAmt |
| Tax Based On Investment Income | $311 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $480 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$480 | OriginalReturnOverpaymentAmt |
| Overpayment | $169 | OverpaymentAmt |
| Applied To ES Tax | $169 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA JACKMAN | IndividualWithBooksNm |
| Phone | 8603760235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 COLONEL BROWN ROAD | AddressLine1Txt |
| City | GRISWOLD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06351 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER FRAME | ||||||||
| 1703 EAST SECOND AVE | BROOKLYN | NY | 11223 | PRESIDENT | 2.00 | $5,000 | $0 | $0 |
| PATRICIA JACKMAN | ||||||||
| 119 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| MAUREEN POITRAS | ||||||||
| 9 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| GEORGE W CLARKE ESQ | ||||||||
| 80 PLYMOUTH ROAD | SMITHTOWN | NY | 11787 | TRUSTEE | 2.00 | $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 | SPECIAL OLYMPICS - CONNECTICUT2666 STATE STREET SUITE 1HAMDEN, CT 06517-2232 | Description1Txt |
| Expenses1 | $1,000 | Expenses1Amt |
| Description2 | GRISWOLD YOUTH AND FAMILY SERVICES28 MAIN STREETJEWETT CITY, CT 06351 | Description2Txt |
| Expenses2 | $1,000 | Expenses2Amt |
| Description3 | FRANCISCAN FRIARS-MARIAN FRIARY OF OUR LADY OF GUADALUPE199 COLONEL BROWN RDGRISWOLD, CT 06351 | Description3Txt |
| Expenses3 | $1,000 | Expenses3Amt |
| Description4 | FIDELCO GUIDE DOG FOUNDATION103 VISION WAYBLOOMFIELD, CT 06002 | Description4Txt |
| Expenses4 | $1,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | 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 | $19,357 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,357 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $311 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,046 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $8,175 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,002 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,743 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,920 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,357 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $19,357 | RemainingDistriFromCorpusAmt |
| Total Corpus | $66,277 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $66,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,175 | ExcessFromYear3Amt |
| Excess From Year2 | $24,002 | ExcessFromYear2Amt |
| Excess From Year1 | $14,743 | ExcessFromYear1Amt |
| Excess From Current Year | $19,357 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year3 | $15,930 | Year3Amt |
| Total | $15,930 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $13,541 | Year3Amt |
| Total | $13,541 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,357 | CurrentYearAmt |
| Year1 | $14,743 | Year1Amt |
| Year2 | $24,002 | Year2Amt |
| Year3 | $8,175 | Year3Amt |
| Total | $66,277 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,357 | CurrentYearAmt |
| Year1 | $14,743 | Year1Amt |
| Year2 | $24,002 | Year2Amt |
| Year3 | $8,175 | Year3Amt |
| Total | $66,277 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $1,318,079 | Year2Amt |
| Year3 | $1,276,005 | Year3Amt |
| Total | $2,594,084 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $1,318,079 | Year2Amt |
| Year3 | $1,276,005 | Year3Amt |
| Total | $2,594,084 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SPECIAL OLYMPICS-CONNECTICUT | ||||||
| 2666 STATE ST SUITE 1 | HAMDEN | CT | 06517 | 501c3 | CHARITABLE | $1,000 |
| MAKE A WISH FOUNDATION | ||||||
| P O BOX 97104 | WASHINGTON | DC | 20090 | 501C3 | CHARITABLE | $500 |
| FRANCISCAN FRIARS | ||||||
| 199 COLONEL BROWN RD | GRISWOLD | CT | 06351 | 501C3 | CHARITABLE | $1,000 |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | 501C3 | CHARITABLE | $1,000 |
| GRISWOLD YOUTH AND FAMILY SERVICES | ||||||
| 28 MAIN ST | JEWETT CITY | CT | 06351 | 501C3 | CHARITABLE | $1,000 |
| UNITED SERVICE ORGANIZATION INC | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | 501C3 | CHARITABLE | $1,000 |
| EQUINE EMPOWERMENT SOLUTIONS | ||||||
| WHITE OAK DRIVE | RICHMOND | RI | 02898 | 501C3 | CHARITABLE | $500 |
| KITTY HARBOR | ||||||
| 2263 GLASGO ROAD | GRISWOLD | CT | 06351 | 501C3 | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REAL ESTATE | Desc |
| Exclusion | 30 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,077 | ExclusionAmt |
| Related Or Exempt Function Incm | $65,820 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,132 | ExclusionAmt |
| Related Or Exempt Function Incm | $65,820 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,952 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|
| TD AMERITRADE- SHORT TERM | $330,181 | $344,896 | -$14,715 | ||
| TD AMERITRADE- SPDR GOLD TR GOLD SHS -SHORT TERM | $21,081 | $21,081 | 2014-05 | 2014-05 | |
| TD AMERITRADE - LONG TERM | $505,644 | $425,109 | $80,535 | ||
| TD AMERITRADE-SPDR GOLD TR GOLD SHS-SHORT TERM | $21 | $21 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE- INVESTMENTS | StockNm |
| EOY Book Value | $1,002,267 | EOYBookValueAmt |
| EOYFMV | $1,002,267 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|
| LAND | $265,000 | $265,000 | |
| FURNITURE AND FIXTURES | $7,977 | $2,479 | $5,498 |
| IMPROVEMENTS | $72,323 | $67,973 | $4,350 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE -BOND PREMIUM | Desc |
| EOY Book Value | $513 | EOYBookValueAmt |
| EOYFMV | $513 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE -BOND PREMIUM | Desc |
| EOY Book Value | $513 | EOYBookValueAmt |
| EOYFMV | $513 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE -BOND PREMIUM | Desc |
| EOY Book Value | $513 | EOYBookValueAmt |
| EOYFMV | $513 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX | $480 |
| 1/2 MEALS | $197 |
| UNREALIZED CAPITAL LOSS | $16,878 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SECURITY | $319 | $319 |
| INVESTMENT FEES | $9,917 | $9,917 |
| INSURANCE | $6,461 | $6,461 |
| BANK CHARGES | $42 | $42 |
| SUPPLIES | $708 | $708 |
| OFFICE EXPENSE | $2,005 | $2,005 |
| MEALS AND ENTERTAINMENT 50% | $197 | $197 |
| REPAIRS & MAINTENANCE | $12,615 | $12,615 |
| MEMBERSHIPS | $875 | $875 |
| AMORTIZATION | $128 | $128 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL GAIN DISTRIBUTION(NET) | $2,077 |
| NONDIVIDEND DISTRIBUTIONS | $4,508 |
| UNRECAPTURED SEC 1250 GAIN | $159 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $116 | $116 | $116 |
| REAL ESTATE TAXES | $5,204 | $5,204 | $5,204 |
Comments