MCCAFFREY FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MCCAFFREY FAMILY FOUNDATION INC (EIN 06-1627741)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-14
IRS object ID
202510739349100346
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-14T20:19:39-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061627741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MCCAFFREY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCCABusinessNameControlTxt
Phone2039845923PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13362 MEADOW RIDGEAddressLine1Txt
CityREDDINGCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06896ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE MCCAFFREYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2039845923PhoneNum
Signature2025-03-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$119,092FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$33,629ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$233InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$233InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,679DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,679DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,398NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$51,402GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,398CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$40,939TotalRevAndExpnssAmt
Total Net Invst Incm$7,310TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$319TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$319TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,919TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,980ExcessRevenueOverExpensesAmt
Net Investment Income$7,310NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,834CashBOYAmt
Cash EOY$80CashEOYAmt
Cash EOYFMV$80CashEOYFMVAmt
Other Nts And Loans Rcvbl$20OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$20OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$20OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$20OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$568PrepaidExpensesBOYAmt
Prepaid Expenses EOY$249PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$249PrepaidExpensesEOYFMVAmt
Other Assets BOY$115,945OtherAssetsBOYAmt
Other Assets EOY$118,743OtherAssetsEOYAmt
Other Assets EOYFMV$118,743OtherAssetsEOYFMVAmt
Total Assets BOY$131,367TotalAssetsBOYAmt
Total Assets EOY$119,092TotalAssetsEOYAmt
Total Assets EOYFMV$119,092TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$131,367CapitalStockBOYAmt
Capital Stock EOY$119,092CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$131,367TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$119,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$131,367TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$119,092TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$131,367TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,980ExcessRevenueOverExpensesAmt
Other Increases$5,705OtherIncreasesAmt
Subtotal$119,092SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$119,092TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMORGAN STANLEY PORTFOLIOPropertyDesc
Acquired2021-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$51,402GrossSalesPriceAmt
Cost Or Other Basis$48,004CostOrOtherBasisAmt
Gain Or Loss$3,398GainOrLossAmt
Gains Minus Excess Or Losses$3,398GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,398CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$102InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$102SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$249EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$249TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$147OverpaymentAmt
Applied To ES Tax$147AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJANE MCCAFFREYIndividualWithBooksNm
Phone2039845923PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13362 MEADOW RIDGEAddressLine1Txt
CityREDDINGCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06896ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JANE R MCCAFFREY
3362 MEADOW RIDGEREDDINGCT06896PRESIDENT5.00$0$0$0
MARK R MCCAFFREY
330 STONYBROOK ROADFAIRFIELDCT06824DIRECTOR0.50$0$0$0
KATHERINE T MCCAFFREY
22 MOUNTAINVIEW TERRACEMAPLEWOODNJ07040DIRECTOR0.50$0$0$0
MATTHEW J MCCAFFREY
16 DOVER CIRCLEFRANKLINMA02038DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$120,255AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,693AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$135,948TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$135,948AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,039CashDeemedCharitableAmt
Net Vl Noncharitable Assets$133,909NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,695MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,695MinimumInvestmentReturnAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Total Tax$102TotalTaxAmt
Distributable Before Adj$6,593DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,593DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,593DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$58,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,593DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$83,723ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$61,399ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,385ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,736ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$52,358ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$294,601TotalExcessDistributionCyovAmt
Qualifying Distributions$58,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,593AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,007RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$346,608TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$83,723ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$262,885ExcessDistriCyovToNextYrAmt
Excess From Year4$61,399ExcessFromYear4Amt
Excess From Year3$46,385ExcessFromYear3Amt
Excess From Year2$50,736ExcessFromYear2Amt
Excess From Year1$52,358ExcessFromYear1Amt
Excess From Current Year$52,007ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJANE R MCCAFFREYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFT LOCAL 1904 BKMBUW SCHOLARSHIP FOUNDATION
131 COLE HALL MONTCLAIR STATE UMONTCLAIRNJ07043NONE501(C)(3)SCHOLARSHIPS$5,000
BREAD AND ROSES KITCHEN
135 TERRACE ROADFRANKLINNH03235NONE501(C)(3)SOUP KITCHEN$1,000
BRIGHT STARS OF BETHLEHEM
PO BOX 185MOUNT MORRISIL61054NONE501(C)(3)SUPPORTING DAR AL-KALIMA UNIVERSITY IN BETHLEHEM, PALESTINE$10,000
CANTERBURY SHAKER VILLAGE
288 SHAKER ROADCANTERBURYNH03224NONE501(C)(3)HISTORIC SITE AND MUSEUM$1,000
COMMUNITIES UNLIMITED
3 E COLT DRIVEFAYETTEVILLEAR72703NONE501(C)(3)SUSTAINING COMMUNITY DEVELOPMENT$500
COMMUNITY SERVINGS
179 AMORY STREETJAMAICA PLAINMA02130NONE501(C)(3)GREATER BOSTON'S FREE, HOT, HOME-DELIVERED MEALS PROGRAM FOR AILING PEOPLE$10,000
CORNELL LAB OF ORNITHOLOGY
159 SAPSUCKER WOODS ROADITHACANY14850NONE501(C)(3)ADVANCING THE UNDERSTANDING AND PROTECTION OF THE NATURAL WORLD$1,000
EDUCATION AND HOPE
PO BOX 486NORWALKCT06856NONE501(C)(3)PROVIDING HOPE FOR THE CHILDREN OF GUATEMALA THROUGH EDUCATION$10,000
LANBI CENTER FOR HUMANITIES AND CIVICS
35-47 CLEVELAND STREETORANGENJ07050NONE501(C)(3)ASSISTING IMMIGRANTS IN THE COMMUNITY$5,000
MARK TWAIN LIBRARY
439 REDDING ROADREDDINGCT06896NONE501(C)(3)PUBLIC LIBRARY$500
MEADOW RIDGE SCHOLARSHIP FUND
100 REDDING ROADREDDINGCT06896NONE501(C)(3)PROVIDING COLLEGE SCHOLARSHIPS FOR EMPLOYEES$2,600
THE BENEDICTINE PRAYER GROUP INC
PO BOX 153GEORGETOWNCT06829NONE501(C)(3)ON-LINE RELIGIOUS COMMUNITY$7,500
THIRTEEN
825 EIGHTH AVENUENEW YORKNY10019NONE501(C)(3)PUBLIC TELEVISION$1,000
WASHINGTON COLLEGE
300 WASHINGTON AVENUECHESTERTOWNMD21620NONE501(C)(3)COLLEGE$1,000
WSHU
5151 PARK AVENUEFAIRFIELDCT06825NONE501(C)(3)FAIRFIELD COUNTY'S PUBLIC RADIO STATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$233ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,679ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,398ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,310ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,310TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJANE R MCCAFFREYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13362 MEADOW RIDGEAddressLine1Txt
CityREDDINGCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06896ZIPCd
FieldValueIRS element (for citing)
Total Contributions$33,629TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property73 SHARES BRKBNoncashPropertyDesc
Fair Market Value$33,629FairMarketValueAmt
Received2024-12-30ReceivedDt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMORGAN STANLEY EQUITYDesc
BOY Book Value$115,945BOYBookValueAmt
EOY Book Value$118,743EOYBookValueAmt
EOYFMV$118,743EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$5,705Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJANE MCCAFFREYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13362 MEADOW RIDGEAddressLine1Txt
CityREDDINGCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06896ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$319Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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