ECHLIN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ECHLIN FOUNDATION (EIN 06-6037282)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-03-27
- IRS object ID
- 201310869349100701
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-27T09:38:08-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061156122 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHT ROLLERI SHEPPARD CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 POST ROAD SUITE 1040 | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066037282 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ECHLIN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ECHL | NameControl |
| Phone | 2032592727 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 PRIORY ROAD | AddressLine1 |
| City | SAVANNAH | City |
| State | GA | State |
| ZIP Code | 31411 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN E ECHLIN JR | Name |
| Title | DIRECTOR | Title |
| Phone | 2032592727 | Phone |
| Date Signed | 2013-03-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J KNIGHT CPA | Name |
| PTIN | P00182554 | PTIN |
| Phone | 2032592727 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6622783 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 157654 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 157654 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 160569 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1249733 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 160569 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 318223 | TotalRevenueAndExpenses |
| Total Net Investment Income | 318223 | 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 | 1700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 35396 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 35396 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2465 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2465 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 39561 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 37861 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 286000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 286000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 325561 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 37861 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 286000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7338 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 280362 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 129923 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 100802 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 100802 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3116410 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3138193 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6521981 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3246333 | TotalAssetsBOY |
| Total Assets EOY | 3238995 | TotalAssetsEOY |
| Total Assets EOYFMV | 6622783 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2433878 | CapitalStockBOY |
| Capital Stock EOY | 2433878 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 20198 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 20198 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 792257 | RetainedEarningsBOY |
| Retained Earnings EOY | 784919 | RetainedEarningsEOY |
| Total Net Assets BOY | 3246333 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3238995 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3246333 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3238995 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3246333 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7338 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3238995 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3238995 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| GABELLI ASSOCIATES - SHORT TERM | P | 885215 | 873794 | 11421 | 11421 |
| GABELLI ASSOCIATES - LONG TERM | P | 364518 | 215370 | 149148 | 149148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 160569 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 254000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5818037 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043657 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 236000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5201148 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045375 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 265000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4779911 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055440 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 294643 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5277815 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055827 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 261000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6110987 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042710 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243009 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048602 | AverageDistributionRatio |
| Net Noncharitable Assets | 6268567 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 304665 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2804 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 307469 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 286000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5607 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5607 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5607 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 700 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 700 | TotalCreditsAndPayments |
| Penalty For Underpayment | 86 | PenaltyForUnderpayment |
| Tax Due | 4993 | TaxDue |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| 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 | KNIGHT ROLLERI SHEPPARD CPAS LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2032592727 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 POST ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06824 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN E ECHLIN JR | ||||||||
| 8 PRIORY ROAD | SAVANNAH | GA | 31411 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| JANE KAMMERER | ||||||||
| PO BOX 456 | GUILFORD | CT | 06437 | DIRECTOR | 5.00 | 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 | 6248664 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 115363 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6364027 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6364027 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 95460 | CashDeemedCharitable |
| Net Noncharitable Assets | 6268567 | NetNoncharitableAssets |
| Minimum Investment Return | 313428 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 313428 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5607 | TaxBasedOnInvestmentIncome |
| Total Tax | 5607 | TotalTax |
| Distributable Amount Before Adj | 307821 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 307821 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 307821 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 286000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 286000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 286000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 307821 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 285873 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 286000 | QualifyingDistributions |
| Applied To Year1 | 285873 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 127 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 307694 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 919 NORTH MICHIGAN AVENUE SUITE | 1000 | CHICAGO | IL | 60611 | NONE | UNRESTRICTED | $14,000 |
| CANCER RESEARCH FUND | |||||||
| 1600 DUKE STREET SUITE 500 | ALEXANDRIA | VA | 22314 | NONE | UNRESTRICTED | $8,000 | |
| PARKINSON ACTION NETWORK | |||||||
| 710 WEST 168 STREET | NEW YORK | NY | 10032 | NONE | UNRESTRICTED | $7,000 | |
| PARKINSON DISEASE FOUNDATION | |||||||
| 710 WEST 168 STREET | NEW YORK | NY | 10032 | NONE | UNRESTRICTED | $12,000 | |
| SARAH SENECA GUILFORD FOUNDATION | |||||||
| 246 GOOGE LANE SUITE 104 | GUILFORD | CT | 06437 | NONE | UNRESTRICTED | $25,000 | |
| ST JOSEPH CANDLER HOSPITAL | |||||||
| 5353 REYNOLDS ST | SAVANNAH | GA | 31405 | NONE | UNRESTRICTED | $20,000 | |
| MEMORIAL UNIVERSITY MEDICAL CENTER | |||||||
| 4700 WATERS AVENUE | SAVANNAH | GA | 31404 | NONE | UNRESTRICTED | $20,000 | |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | NONE | UNRESTRICTED | $60,000 | |
| YALE CHILD STUDY RESEARCH | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | UNRESTRICTED | $24,000 | |
| MARY HITCHCOCK HOSPITAL | |||||||
| 148 MAPLE HILL ROAD | NORWICH | VT | 05055 | NONE | UNRESTRICTED | $5,000 | |
| YALE CANCER FUND | |||||||
| 157 CHURCH ST | NEW HAVEN | CT | 06510 | NONE | UNRESTRICTED | $14,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | |||||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | NONE | UNRESTRICTED | $8,000 | |
| BETHESDA SCHOOL FOR BOYS | |||||||
| PO BOX 13039 | SAVANNAH | GA | 31416 | NONE | UNRESTRICTED | $15,000 | |
| SOUNDVIEW FAMILY YMCA | |||||||
| 622 EAST MAIN STREET | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $10,000 | |
| CONNECTICUT HOSPICE | |||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $10,000 | |
| CHILDRENS SCHOLARSHIP FUND | |||||||
| 8 W 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | NONE | UNRESTRICTED | $6,000 | |
| VNA COMMUNITY HEALTH CARE | |||||||
| 753 BOSTON POST ROAD | GUILFORD | CT | 06437 | NONE | UNRESTRICTED | $8,000 | |
| COMMUNITY DINING ROOM | |||||||
| 30 HARRISON AVENUE | BRANFORD | CT | 06405 | NONE | UNRESTRICTED | $7,000 | |
| GAYLORD HOSPITAL INC | |||||||
| 8 DEVINE STREET | NORTH HAVEN | CT | 06473 | NONE | UNRESTRICTED | $8,000 | |
| CONNECTICUT CHILDRENS MUSEUM | |||||||
| 22 WALL STREET | NEW HAVEN | CT | 06473 | NONE | UNRESTRICTED | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 286000 | 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $157,654 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $160,569 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $318,223 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 318223 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 3138193 | EOYBookValue |
| EOYFMV | 6521981 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | Category |
| Amount | $35,396 | Amount |
| Net Investment Income | 35396 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | Category |
| Amount | $2,465 | Amount |
| Net Investment Income | 2465 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments