BETA

LEWIS G SCHAENEMAN JR FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LEWIS G SCHAENEMAN JR FOUNDATION (EIN 06-1390923)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202601279349102720
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-07T13:15:48-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814236823PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE INNOVATIVE CPA GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 187169AddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06518ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061390923EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEWIS G SCHAENEMAN JR FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEWIBusinessNameControlTxt
Phone2032812700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 HAMDEN CTR 2319 WHITNEY AVE 1DAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06518ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEWIS G SCHAENEMAN IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2032812700PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK A JORDANPreparerPersonNm
PTINP01263781PTIN
Phone2032814933PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,367,683FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,212InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,212InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$265,516DividendsRevAndExpnssAmt
Dividends Net Invst Incm$227,484DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$407,825NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,017,148GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$407,825CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$432OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$432OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$675,985TotalRevAndExpnssAmt
Total Net Invst Incm$637,953TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$105,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$94,500CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,790PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$279PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,511PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,235LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$124LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,111LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,073AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,607AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$14,466AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$44,800OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44,227OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$573OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,404TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,313TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$286TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$286TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,361OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,285OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,076OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$191,949TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$59,335TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$118,523TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$279,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$279,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$470,949TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$59,335TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$397,523TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$205,036ExcessRevenueOverExpensesAmt
Net Investment Income$578,618NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,507CashBOYAmt
Cash EOY$37,389CashEOYAmt
Cash EOYFMV$37,389CashEOYFMVAmt
Sav And Temp Cash Invst BOY$38,911SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$138,459SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$138,459SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$349,373USGovernmentObligationsBOYAmt
US Government Obligations EOY$395,270USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$377,474USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,761,016CorporateStockBOYAmt
Corporate Stock EOY$2,795,525CorporateStockEOYAmt
Corporate Stock EOYFMV$3,846,864CorporateStockEOYFMVAmt
Corporate Bonds BOY$221,280CorporateBondsBOYAmt
Corporate Bonds EOY$183,380CorporateBondsEOYAmt
Corporate Bonds EOYFMV$183,276CorporateBondsEOYFMVAmt
Other Investments BOY$2,904,711OtherInvestmentsBOYAmt
Other Investments EOY$2,839,981OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,784,221OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$6,448LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,448LandBldgEquipAccumDeprecAmt
Total Assets BOY$6,300,798TotalAssetsBOYAmt
Total Assets EOY$6,390,004TotalAssetsEOYAmt
Total Assets EOYFMV$8,367,683TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,300,798RetainedEarningBOYAmt
Retained Earning EOY$6,390,004RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,300,798TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,390,004TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,300,798TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,390,004TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,300,798TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$205,036ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,505,834SubtotalAmt
Other Decreases$115,830OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,390,004TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,996,216$1,609,323$386,893$386,893
CAPITAL GAINS DIVIDENDS$20,932$20,932$20,932P
FieldValueIRS element (for citing)
Capital Gain Net Income$407,825CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,043InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,043SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,043TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,803EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,803TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,240TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM S COLWELL SECRETARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2032812700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HAMDEN CENTER 2319 WHITNEY AVEAddressLine1Txt
Address Line21DAddressLine2Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06518ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
LAURA BURROWS
1767 DICKIE ROADROSELANDVA22967DIRECTOR15.00$41,000$1,230$0
WILLIAM S COLWELL
ONE HAMDEN CENTER 2319 WHITNEYHAMDENCT06518DIRECTOR/SECRETARY5.00$12,000$0$0AVENUE
LEWIS G SCHAENEMAN III
205 RIVER ROADMADISONCT06443DIRECTOR/PRESIDENT15.00$52,000$1,560$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$8,187,838AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$119,786AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,307,624TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,307,624AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$124,614CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,183,010NetVlNoncharitableAssetsAmt
Minimum Investment Return$409,151MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$409,151MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,043TaxBasedOnInvestmentIncomeAmt
Total Tax$8,043TotalTaxAmt
Distributable Before Adj$401,108DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$401,108DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$401,108DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$397,523ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$397,523QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$401,108DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$90,734ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,078ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,198ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$33,826ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$172,836TotalExcessDistributionCyovAmt
Qualifying Distributions$397,523QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$397,523AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,585ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,585ExcessDistributionCyovAppCYAmt
Total Corpus$169,251TotalCorpusAmt
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$87,149ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$82,102ExcessDistriCyovToNextYrAmt
Excess From Year4$35,078ExcessFromYear4Amt
Excess From Year3$13,198ExcessFromYear3Amt
Excess From Year2$33,826ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERSBIG SISTERS OF VIRGINIA
1102 CARLTON AVENUECHARLOTTESVILLEVA22902PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$5,000
BLUE RIDGE AREA FOOD BANK NETWORK
96 LAURAL HILL ROADVARONAVA244820937PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$10,000
CASA PIEDMONT
818 E HIGH STCHARLOTTESVILLEVA22902PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$4,600
CLIFFORD BEERS COMMUNITY CARE CENTER
93 EDWARDS STREETNEW HAVENCT06511PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$12,500
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY133461398PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$3,500
COMMUNITY SOUP KITCHEN
84 BROADWAYNEW HAVENCT06520PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$2,000
CONNECTICUT FOODSHARE
2 RESEARCH PARKWAYWALLINGFORDCT06492PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$2,000
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$5,000
EMERGE CONNECTICUT
830 GRAND AVENUENEW HAVENCT06511PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$10,000
FAMILY AND CHILDREN'S SERVICES
127 WEST MLK JRSTATE STREETITHECANY14850PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$5,000
FAMILY READING PARTNERSHIP
54 GUNDERMAN ROADITHACANY14850PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$5,000
HORIZONS AT THE FOOTE SCHOOL
50 LOOMIS PLACENEW HAVENCT06511PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$13,500
HUMANE SOCIETY OF NELSON COUNTY
29 STAGEBRIDGE ROADLOVINGSTONVA22949PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$1,000
LEAP
31 JEFFERSON STREETNEW HAVENCT06511PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$29,500
LOAVES AND FISHES - CHARLOTTESVILLE
2050 LAMBS ROADCHARLOTTESVILLEVA22901PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$10,000
LOAVES AND FISHES - ITHACA
210 N CAYUGA STREETITHACANY14850PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$15,000
LOAVES AND FISHES
57 OLIVE STREETNEW HAVENCT06511PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$2,000
MADISON HOUSE
170 RUGBY ROADCHARLOTTESVILLEVA22903PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$3,550
NELSON COUNTY PANTRY
9890 THOMAS NELSON HWYLOVINGSTONVA229490353PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$10,000
NEW HAVEN READS
45 BRISTAL STREETNEW HAVENCT06511PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$15,000
NEW REACH
269 PECK STREETNEW HAVENCT06513PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$19,500
ROCKFISH VALLEY COMMUNITY CENTER
190 ROCKFISH SCHOOLLANENELLYFORDVA22958PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$5,750
ROCKFISH VALLEY FOUNDATION
PO BOX 235NELLYFORDVA229580235PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$5,395
SALVATION ARMY - CHARLOTTESVILLE
207 RIDGE STREETCHARLOTTESVILLEVA22902PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$9,205
SHORELINE SOUP KITCHENS AND PANTRIES
PO BOX 804ESSEXCT06426PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$2,000
SOLAR YOUTH
53 WAYFARER STREETNEW HAVENCT06515PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$15,000
ST MARTIN DE PORRES ACADEMY
208 COLUMBUS AVENEW HAVENCT06519PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$17,500
THE FREE BOOK BUS
430 NOB HILL CIRLCECHARLOTTESVILLEVA22903PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$5,500
THE HAVEN
112 WEST MARKET STREETCHARLOTTESVILLEVA22902PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$5,000
UVA WOMEN'S CENTER
1400 UNIVERSITY AVECHARLOTTESVILLEVA22903PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$8,000
WHEAT
674 WASHINGTON AVEWEST HAVENCT06516PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$2,000
WOMEN'S OPPORTUNITY CENTER
315 N TIOGA STITHACANY14850PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$5,000
YOUTH CONTINUUM INC
141 VALLY STREETNEW HAVENCT06515PCTO FURTHER THE EXEMPT WORKS OF THE RECIPIENT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$279,000TotalGrantOrContriPdDurYrAmt
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$2,212ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$265,516ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$432ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$407,825ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP ORDINARY INCOMEDesc
Business901101BusinessCd
Unrelated Business Taxbl Incm$432UnrelatedBusinessTaxblIncmAmt
Exclusion01ExclusionCd
Exclusion-$432ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$432UnrelatedBusinessTaxblIncmAmt
Exclusion$675,553ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$675,985TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$16,073Amt
Net Investment Income$1,607NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,466DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE PDF ATTACHMENTBondNm
EOY Book Value$183,380EOYBookValueAmt
EOYFMV$183,276EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE PDF ATTACHMENTStockNm
EOY Book Value$2,795,525EOYBookValueAmt
EOYFMV$3,846,864EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$395,270USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$377,474USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEE PDF ATTACHMENTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,839,981BookValueAmt
EOYFMV$3,784,221EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,235LegalFeesAmt
Net Investment Income$124NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,111DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJ - PRIOR YEAR SHORT POSITIONS EXCLUDED FROM 2024 FORM 990PFDesc
Amt$115,830Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$2,777$278$2,499
CT BUSINESS REGISTRATION FEE$50$0$50
POSTAGE$621$52$569
SOFTWARE$490$49$441
D&O INSURANCE$1,196$120$1,076
PERIODICALS$746$746$0
PO BOX RENTAL$398$40$358
MEMBERSHIP DUES$83$0$83

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$432RevenueAndExpensesPerBooksAmt
Net Investment Income$432NetInvestmentIncomeAmt
Adjusted Net Income$432AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$44,163$44,163$0
PAYROLL SERVICE$637$64$573

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,313$1,313$0
PAYROLL TAXES$9,091$0$0
EXCISE TAXES$5,000$0$0

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