THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC (EIN 22-3148993)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201301309349101100
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T13:06:03-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GLASTONBURY BOULEVARD | AddressLine1 |
| City | GLASTONBURY | City |
| State | CT | State |
| ZIP Code | 06033 | 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 | 223148993 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARLA AND STEPHEN SCHWARTZ | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARL | NameControl |
| Phone | 8605373451 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MILL STREET | AddressLine1 |
| City | COLCHESTER | City |
| State | CT | State |
| ZIP Code | 06415 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN SCHWARTZ | Name |
| Title | SECRETARY | Title |
| Phone | 8605373451 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN LARKIN | Name |
| PTIN | P00297957 | PTIN |
| Phone | 8606333000 | 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 | 579060 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12382 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12382 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 22387 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12387 | 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 | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1000 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 248 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2258 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1000 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1010 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24039 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 24039 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 26297 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1000 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25049 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3910 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11387 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 35396 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 19366 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 19366 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 481 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 230 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 230 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 473929 | InvestmentsOtherBOY |
| Investments Other EOY | 486300 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 559464 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 509806 | TotalAssetsBOY |
| Total Assets EOY | 505896 | TotalAssetsEOY |
| Total Assets EOYFMV | 579060 | 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 | 509806 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 505896 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 509806 | TotalNetAssetsBOY |
| Total Net Assets EOY | 505896 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 509806 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 505896 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 509806 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3910 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 505896 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 505896 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43448 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 499750 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.086939 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 28470 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 489083 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058211 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 24475 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 425039 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057583 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 28052 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 413195 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.067890 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.270623 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067656 | AverageDistributionRatio |
| Net Noncharitable Assets | 531975 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 35991 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 114 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 36105 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25049 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 228 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 228 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 228 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 478 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 478 | TotalCreditsAndPayments |
| Overpayment | 250 | Overpayment |
| Amount Credited To Next Year | 250 | 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 | CT | 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 | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | STEPHEN L SCHWARTZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8605373451 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MILL STREET | AddressLine1 |
| City | COLCHESTER | City |
| State | CT | State |
| ZIP Code | 06415 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CARLA R SCHWARTZ | ||||||||
| 692 NORWICH AVENUE | COLCHESTER | CT | 06415 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| STEPHEN L SCHWARTZ | ||||||||
| 692 NORWICH AVENUE | COLCHESTER | CT | 06415 | SECRETARY | 5.00 | 0 | 0 | 0 |
| HY SCHWARTZ | ||||||||
| 52 OLD STONE CROSSING | WEST HARTFORD | CT | 06117 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| ADAM SCHWARTZ | ||||||||
| 197 SOUTH POND ROAD | SOUTH GLASTONBURY | CT | 06073 | DIRECTOR | 2.00 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 522930 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17146 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 540076 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 540076 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8101 | CashDeemedCharitable |
| Net Noncharitable Assets | 531975 | NetNoncharitableAssets |
| Minimum Investment Return | 26599 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 26599 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 228 | TaxBasedOnInvestmentIncome |
| Total Tax | 228 | TotalTax |
| Distributable Amount Before Adj | 26371 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 26371 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 26371 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25049 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 25049 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 25049 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26371 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 19568 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7692 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3438 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4211 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 18684 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 53593 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25049 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 25049 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1322 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1322 | ExcessDistriCyovAppliedCY |
| Total Corpus | 52271 | 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 | 18246 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 34025 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7692 | ExcessFromYear4 |
| Excess From Year3 | 3438 | ExcessFromYear3 |
| Excess From Year2 | 4211 | ExcessFromYear2 |
| Excess From Year1 | 18684 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CONGREGATION OF AHAVATH ACHIM | ||||||
| 84 LEBANON AVENUE | COLCHESTER | CT | 06415 | 501(C)(3) | CHARITY | $875 |
| JEWISH FEDERATION OF GREATER HARTFORD | ||||||
| 333 BLOOMFIELD AVENUE - SUITE C | WEST HARTFORD | CT | 06117 | 501(C)(3) | CHARITY | $1,164 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||
| 9901 DONNA KLEIN BOULEVARD | BOCA RATON | FL | 33428 | 501(C)(3) | CHARITY | $1,000 |
| KINGSWOOD-OXFORD SCHOOL | ||||||
| 170 KINGSWOOD ROAD | WEST HARTFORD | CT | 06107 | 501(C)(3) | CHARITY | $4,000 |
| MARTIN HOUSE | ||||||
| 401 WEST THAMES STREET BUILDING 700 | NORWICH | CT | 06360 | 501(C)(3) | CHARITY | $500 |
| THE ARC NEW LONDON COUNTY | ||||||
| 125 SACHEM STREET | NORWICH | CT | 06360 | 501(C)(3) | CHARITY | $500 |
| WADSWORTH ATHENEUM | ||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | 501(C)(3) | CHARITY | $7,500 |
| THE UNIVERSITY OF CONNECTICUT FOUNDATION INC | ||||||
| 2390 ALUMNI DRIVE UNITY 3206 | STORRS | CT | 06269 | 501(C)(3) | CHARITY | $5,000 |
| LYMPHOMA RESEARCH FOUNDATION | ||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | 501(C)(3) | CHARITY | $500 |
| BOYS & GIRLS CLUBS OF HARTFORD | ||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | 501(C)(3) | CHARITY | $1,500 |
| THE ALEXANDER FRANKLIN CHARITABLE FOUNDATION | ||||||
| 37 CROSSWOOD ROAD | FARMINGTON | CT | 06032 | 501(C)(3) | CHARITY | $500 |
| HOSPICE OF SOUTHEASTERN CONNECTICUT | ||||||
| 227 DUNHAM ST | NORWICH | CT | 06360 | 501(C)(3) | CHARITY | $500 |
| THE EMANUEL SYNAGOGUE | ||||||
| 160 MOHEGAN DR | WEST HARTFORD | CT | 06117 | 501(C)(3) | CHARITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 24039 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,382 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,387 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12387 | 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 Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S&S WORLDWIDE INC | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MILL STREET | AddressLine1 |
| City | COLCHESTER | City |
| State | CT | State |
| ZIP Code | 06415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1000 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIDELITY-ASSET MANAGER | AT COST | 69919 | 73801 |
| VANGUARD-WINDSOR II | AT COST | 347014 | 379778 |
| VANGUARD-BALANCED INDEX | AT COST | 69367 | 105885 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $248 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |