EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-28
- IRS object ID
- 201421189349100017
- Schema version
- 2013v3.1
- 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
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-28T13:22:34-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAL CPA LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 West Town St | AddressLine1 |
| City | NORWICH | City |
| State | CT | State |
| ZIP Code | 06360 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | GRISWOLD | City |
| State | CT | State |
| ZIP Code | 06351 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA JACKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603760235 | PhoneNum |
| Signature | 2014-01-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LASARACINA CPA | PreparerPersonNm |
| Phone | 8608865186 | PhoneNum |
| Preparation | 2014-04-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,353,156 | 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 |
| Interest On Sav Rev And Expnss | $3,036 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,036 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,036 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,780 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,780 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $440 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $440 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $21,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,256 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,256 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,545 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $23,545 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,460 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $3,460 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $750 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,077 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $5,077 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,077 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,133 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $2,133 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $6,666 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $6,666 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,666 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,469 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $5,469 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $41,971 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $41,971 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $89,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $89,071 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $89,071 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,259 | CashBOYAmt |
| Cash EOY | $35,597 | CashEOYAmt |
| Cash EOYFMV | $35,597 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $956,396 | CorporateStockBOYAmt |
| Corporate Stock EOY | $981,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $981,185 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $343,709 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,424 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $292,003 | LandBOYAmt |
| Land EOY | $336,285 | LandEOYAmt |
| Land EOYFMV | $336,285 | LandEOYFMVAmt |
| Total Assets BOY | $1,312,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,353,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,353,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,312,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,353,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,312,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,353,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,312,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,353,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,312,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $113,730 | OtherIncreasesAmt |
| Subtotal | $1,356,263 | SubtotalAmt |
| Other Decreases | $3,107 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,353,156 | 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 | 2013-01-01 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $440 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $440 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $440 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $440 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $440 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,282,960 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018544 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,280,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.006382 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,374 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,268,291 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.012910 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,517 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,192,622 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018042 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,013 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,284,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016356 | DistributionYr5Rt |
| Total Distribution | 0.072234 | TotalDistributionRt |
| Average Distribution | 0.014447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,334,787 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,284 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $223 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,507 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,743 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $445 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $445 | SubtotalAmt |
| Tax Based On Investment Income | $445 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $445 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | AddressLine1 |
| City | GRISWOLD | City |
| State | CT | State |
| ZIP Code | 06351 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $7,450 | $0 | $0 |
| MAUREEN POITRAS | ||||||||
| 9 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | $5,915 | $0 | $0 |
| GEORGE W CLARKE ESQ | ||||||||
| 80 PLYMOUTH ROAD | SMITHTOWN | NY | 11787 | TRUSTEE | 2.00 | $5,180 | $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 | GRISWOLD AMBULANCE | Description1Txt |
| Expenses1 | $2,000 | Expenses1Amt |
| Description2 | MAKE A WISH FOUNDATION | Description2Txt |
| Expenses2 | $500 | Expenses2Amt |
| Description3 | FRANCISCAN FRIARS | Description3Txt |
| Expenses3 | $500 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $968,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $336,285 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,355,114 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,355,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,334,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,739 | 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 | $14,743 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,743 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,743 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,175 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,002 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,743 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $14,743 | RemainingDistriFromCorpusAmt |
| Total Corpus | $46,920 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $46,920 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,175 | ExcessFromYear2Amt |
| Excess From Year1 | $24,002 | ExcessFromYear1Amt |
| Excess From Current Year | $14,743 | 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 |
| Year2 | $15,930 | Year2Amt |
| Total | $15,930 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $13,541 | Year2Amt |
| Total | $13,541 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,743 | CurrentYearAmt |
| Year1 | $24,002 | Year1Amt |
| Year2 | $8,175 | Year2Amt |
| Year3 | $16,547 | Year3Amt |
| Total | $63,467 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,743 | CurrentYearAmt |
| Year1 | $24,002 | Year1Amt |
| Year2 | $8,175 | Year2Amt |
| Year3 | $16,547 | Year3Amt |
| Total | $63,467 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $1,318,079 | Year1Amt |
| Year2 | $1,276,005 | Year2Amt |
| Year3 | $1,124,232 | Year3Amt |
| Total | $3,718,316 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $1,318,079 | Year1Amt |
| Year2 | $1,276,005 | Year2Amt |
| Year3 | $1,124,232 | Year3Amt |
| Total | $3,718,316 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GRISWOLD AMBULANCE | ||||||
| 20 SOULE STREET | JEWETT CITY | CT | 06351 | 501c3 | CHARITABLE | $2,000 |
| MAKE A WISH FOUNDATION | ||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | 501C3 | CHARITABLE | $500 |
| FRANCISCAN FRIARS | ||||||
| 199 COLONEL BROWN RD | GRISWOLD | CT | 06351 | 501C3 | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,000 | 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 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,036 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $440 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,256 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH MUTUAL FUNDS | StockNm |
| EOY Book Value | $981,185 | EOYBookValueAmt |
| EOYFMV | $981,185 | 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 | $6,386 | $1,228 | $5,158 |
| IMPROVEMENTS | $72,323 | $70,057 | $2,266 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FEDERAL TAX | $211 |
| 1/2 MEALS | $606 |
| NON DIVIDEND DISTRIBUTION | $2,290 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SECURITY | $319 | $319 |
| GROUNDS MAINTENANCE | ||
| INVESTMENT FEES | $8,432 | $8,432 |
| INSURANCE | $6,137 | $6,137 |
| BANK CHARGES | $204 | $204 |
| SUPPLIES | $1,383 | $1,383 |
| OFFICE EXPENSE | $2,424 | $2,424 |
| MEALS AND ENTERTAINMENT 50% | $606 | $606 |
| REPAIRS & MAINTENANCE | $21,351 | $21,351 |
| MEMBERSHIPS | $1,115 | $1,115 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL GAIN DISTRIBUTION(NET) | $440 |
| UNREALIZED GAINS | $113,290 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $35 | $35 | $35 |
| REAL ESTATE TAXES | $5,042 | $5,042 | $5,042 |
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