HTMF FOUNDATION TR UA: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HTMF FOUNDATION TR UA (EIN 06-6438629)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201301299349100715
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T09:25:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043191789 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORIARTY & PRIMACK PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE SUITE 900 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 011444011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066438629 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HTMF FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HTMF | NameControl |
| Phone | 3864457485 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 AVENUE DE LA MER - UNIT 1006 | AddressLine1 |
| City | PALM COAST | City |
| State | FL | State |
| ZIP Code | 32137 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD FRAHM | Name |
| Title | TRUSTEE | Title |
| Phone | 8606799205 | Phone |
| Date Signed | 2013-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS THEOBALD | Name |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 419632 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 401875 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 3349 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3349 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12472 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 80949 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12472 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 417696 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15821 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1875 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 938 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 937 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 538 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 538 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2413 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1476 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 937 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 84630 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 84630 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 87043 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1476 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 85567 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 330653 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14345 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 10380 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 101605 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 101628 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 6112 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 144911 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 145299 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 63014 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 155485 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 159545 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 5000 | InvestmentsOtherBOY |
| Investments Other EOY | 13158 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 13160 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 84506 | TotalAssetsBOY |
| Total Assets EOY | 415159 | TotalAssetsEOY |
| Total Assets EOYFMV | 419632 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 84506 | RetainedEarningsBOY |
| Retained Earnings EOY | 415159 | RetainedEarningsEOY |
| Total Net Assets BOY | 84506 | TotalNetAssetsBOY |
| Total Net Assets EOY | 415159 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 84506 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 415159 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 84506 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 330653 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 415159 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 415159 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| US TRUST #7923 - SEE ATTACHED | P | 2012-01-01 | 2012-07-01 | 31642 | 32557 | -915 | -915 |
| US TRUST #7923 - SEE ATTACHED | P | 2011-01-01 | 2012-07-01 | 47716 | 35920 | 11796 | 11796 |
| CAPITAL GAINS DIVIDENDS | P | 1591 | 1591 | 1591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12472 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 61527 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 124405 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.494570 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 87816 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 145968 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.601611 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58531 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 146243 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.400231 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 109194 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 266195 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.410203 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 126990 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 355614 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.357101 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.263716 | TotalDistributionRatio |
| Average Distribution Ratio | 0.452743 | AverageDistributionRatio |
| Net Noncharitable Assets | 251808 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 114004 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 143 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 114147 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 85567 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 287 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 287 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 287 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 671 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 671 | TotalCreditsAndPayments |
| Overpayment | 384 | Overpayment |
| Amount Credited To Next Year | 384 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DONALD FRAHM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3864457485 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 AVENUE DE LA MER - UNIT 1006 | AddressLine1 |
| City | PALM COAST | City |
| State | FL | State |
| ZIP Code | 32137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DONALD FRAHM | ||||||||
| 145 DEERCLIFF RD | AVON | CT | 06001 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JEAN P FRAHM | ||||||||
| 145 DEERCLIFF RD | AVON | CT | 06001 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| HEATHER E FRAHM | ||||||||
| 440 WALCOTT | NEWTON | MA | 01890 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| TIMOTHY J FRAHM | ||||||||
| 2 ELM ST | AUBURNDALE | MA | 01890 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| MARK R FRAHM | ||||||||
| 30 HANCOCK ST | WINCHESTER | MA | 01890 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 199650 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 55993 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 255643 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 255643 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3835 | CashDeemedCharitable |
| Net Noncharitable Assets | 251808 | NetNoncharitableAssets |
| Minimum Investment Return | 12590 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12590 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 287 | TaxBasedOnInvestmentIncome |
| Total Tax | 287 | TotalTax |
| Distributable Amount Before Adj | 12303 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 12303 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 12303 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 85567 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 85567 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 85567 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 12303 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 113123 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 97436 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 51331 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 81136 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 55603 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 398629 | TotalExcessDistriCarryover |
| Qualifying Distributions | 85567 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12303 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 73264 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 471893 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 113123 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 358770 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 97436 | ExcessFromYear4 |
| Excess From Year3 | 51331 | ExcessFromYear3 |
| Excess From Year2 | 81136 | ExcessFromYear2 |
| Excess From Year1 | 55603 | ExcessFromYear1 |
| Excess From Current Year | 73264 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BIG SISTERS OF GREATER BOSTON | |||||||
| 161 MASSACHUSETTS AVE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITIES | GENERAL FUND | $1,000 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMORE STREET | HARTFORD | CT | 06102 | N/A | PUBLIC CHARITIES | GENERAL FUND | $5,000 |
| MISCELLANEOUS CHARITIES 250 OR LESS | |||||||
| N/A | NA | MA | 12345 | N/A | PUBLIC CHARITIES | GENERAL FUND | $5,230 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PUBLIC CHARITIES | GENERAL FUND | $1,900 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITIES | GENERAL FUND | $5,000 |
| THE MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON ROAD | MEADOWBROOK | PA | 19046 | N/A | PUBLIC CHARITIES | GENERAL FUND | $5,000 |
| THE SALVATION ARMY | |||||||
| 1235 FARMINGTON AVE | BRISTOL | CT | 06010 | N/A | PUBLIC CHARITIES | GENERAL FUND | $1,500 |
| UNITED WAY | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITIES | GENERAL FUND | $7,500 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | N/A | PUBLIC CHARITIES | GENERAL FUND | $7,500 |
| WASHINGTON UNIVERSITY | |||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | N/A | PUBLIC CHARITIES | GENERAL FUND | $10,000 |
| WESTMINISTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PUBLIC CHARITIES | GENERAL FUND | $8,500 |
| DANA-FARBER MARATHON CHALLENGE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITIES | GENERAL FUND | $500 |
| WEST AVON CONGRETIONAL CHURCH | |||||||
| 280 COUNTRY CLUB ROAD | AVON | CT | 06001 | N/A | PUBLIC CHARITIES | GENERAL FUND | $25,000 |
| SAVE THE BAY CENTER | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | N/A | PUBLIC CHARITIES | GENERAL FUND | $500 |
| ICM FOUNDATION | |||||||
| 24 CENTRAL PARK S APT 9W | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITIES | GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 84630 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,349 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,472 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $15,821 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15821 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DONALD FRAHM | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 AVENUE DE LA MER - UNIT 1006 | AddressLine1 |
| City | PALM COAST | City |
| State | FL | State |
| ZIP Code | 32137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 401875 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,875 | Amount |
| Net Investment Income | 938 | NetInvestmentIncome |
| Disbursements Charitable Prps | 937 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 155485 | EOYBookValue |
| EOYFMV | 159545 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 144911 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 145299 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 13158 | BookValue |
| EOYFMV | 13160 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $538 | Amount |
| Net Investment Income | 538 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |