WELSFORD STARR & MILDRED M CLARK MEMORIAL MEDICAL TR UA 4-15-75: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WELSFORD STARR & MILDRED M CLARK MEMORIAL MEDICAL TR UA 4-15-75 (EIN 06-6326364)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349102473
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T13:01:46-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066326364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK MEDICAL MEMORIAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 2166890416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2166890416 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,951,658 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $111,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,049 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $255,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,147,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $255,525 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $366,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $366,574 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,832 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,326 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,506 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $440 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $440 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,216 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,216 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,556 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,872 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $672 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,214 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,612 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,612 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $155,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $329,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,901 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,901 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,975,321 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,145,426 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,812,757 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,126,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,284,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,951,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,126,014 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,284,327 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,126,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,284,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,126,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,284,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,126,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $155,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,906 | OtherIncreasesAmt |
| Subtotal | $3,284,327 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,284,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 227. BLACKROCK EQUITY DIVIDEND FUND | 2025-06-11 | $4,626 | $4,550 | $76 | $76 | ||
| 8741. BLACKROCK EQUITY DIVIDEND FUND | 2025-06-11 | $178,142 | $169,636 | $8,506 | $8,506 | ||
| .63 CHEVRON CORP | 2025-07-18 | $97 | $88 | $9 | $9 | 2025-06-17 | |
| 5. EQUINIX INC | 2025-07-11 | $3,779 | $4,424 | -$645 | -$645 | 2025-06-17 | |
| 65. FISERV INC COM | 2025-11-07 | $4,115 | $10,408 | -$6,293 | -$6,293 | ||
| 531. ISHARES GOLD TRUST | 2025-06-30 | $7 | $7 | 2025-01-02 | |||
| 531. ISHARES GOLD TRUST | 2025-07-31 | $7 | $7 | 2025-01-02 | |||
| 649. ISHARES GOLD TRUST | 2025-08-31 | $9 | $8 | $1 | $1 | 2025-01-02 | |
| 689. ISHARES GOLD TRUST | 2025-09-30 | $9 | $8 | $1 | $1 | 2025-01-02 | |
| 689. ISHARES GOLD TRUST | 2025-10-31 | $11 | $9 | $2 | $2 | 2025-01-02 | |
| 689. ISHARES GOLD TRUST | 2025-11-30 | $11 | $9 | $2 | $2 | 2025-01-02 | |
| 689. ISHARES GOLD TRUST | 2025-12-31 | $12 | $9 | $3 | $3 | 2025-01-02 | |
| 270. ISHARES CORE S&P MID-CAP ETF $2.67500 | 2025-06-04 | $16,408 | $7,041 | $9,367 | $9,367 | ||
| 1297. ISHARES CORE S&P MID-CAP ETF $2.67500 | 2025-06-17 | $78,261 | $28,949 | $49,312 | $49,312 | ||
| 1377.12 JPMORGAN HEDGED EQUITY FUND | 2025-10-07 | $47,593 | $45,559 | $2,034 | $2,034 | ||
| 804. KENVUE INC | 2025-11-07 | $13,519 | $17,285 | -$3,766 | -$3,766 | ||
| 155. LANTHEUS HOLDINGS INC | 2025-09-25 | $8,062 | $11,208 | -$3,146 | -$3,146 | ||
| 145. CLEARBRIDGE LARGE CAP GROWTH | 2025-06-11 | $11,253 | $10,115 | $1,138 | $1,138 | 2025-03-31 | |
| 1633. CLEARBRIDGE LARGE CAP GROWTH | 2025-06-11 | $126,737 | $75,757 | $50,980 | $50,980 | ||
| 121. PARSONS CORP | 2025-12-12 | $7,716 | $9,008 | -$1,292 | -$1,292 | ||
| 1919.32 PIMCO TRENDS MANAGED FUTURES STRATEGY FD | 2025-10-07 | $19,654 | $18,516 | $1,138 | $1,138 | ||
| 7443. PGIM HIGH YIELD FUND | 2025-06-17 | $35,726 | $35,429 | $297 | $297 | 2025-03-31 | |
| .75 SOLSTICE ADVANCED MATERIALS | 2025-10-30 | $35 | $38 | -$3 | -$3 | 2025-08-11 | |
| 15. SOLSTICE ADVANCED MATERIALS | 2025-11-07 | $704 | $781 | -$77 | -$77 | ||
| 125. TRADE DESK INC | 2025-09-25 | $5,852 | $7,628 | -$1,776 | -$1,776 | ||
| 1188. VANGUARD FTSE DEV MKTS ETF $1.11400 | 2025-08-11 | $68,692 | $44,993 | $23,699 | $23,699 | 2017-01-31 | |
| 486. VANGUARD FTSE DEV MKTS ETF $1.11400 | 2025-10-24 | $29,767 | $18,406 | $11,361 | $11,361 | 2017-01-31 | |
| 1557. VANGUARD FTSE EMERGING MKTS ETF $1.05000 | 2025-06-04 | $74,393 | $72,223 | $2,170 | $2,170 | 2024-10-31 | |
| 1549. VANGUARD FTSE EMERGING MKTS ETF $1.05000 | 2025-06-04 | $74,011 | $76,644 | -$2,633 | -$2,633 | ||
| 220. VANGUARD RUSSELL 1000 GROWTH INDX FD ETF | 2025-08-11 | $25,322 | $18,315 | $7,007 | $7,007 | ||
| 500. VANGUARD RUSSELL 1000 GROWTH INDX FD ETF | 2025-10-24 | $61,493 | $29,680 | $31,813 | $31,813 | 2023-01-31 | |
| 31. ZSCALER INC | 2025-12-12 | $7,293 | $9,400 | -$2,107 | -$2,107 | ||
| 1. OTHER SALE | 2025-12-31 | $82,427 | $81,742 | $685 | $685 | ||
| 1. OTHER SALE | 2025-12-31 | $2,126,557 | $2,084,057 | $42,500 | $42,500 | ||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24,828 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $255,525 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,573 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,573 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,828 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,828 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $745 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NATIONAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KEYBANK N A | ||||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44114 | TRUSTEE | 1 | $22,312 |
| BANK OF AMERICA | ||||||
| P O BOX 653067 | DALLAS | TX | 75265 | FORMER TRUSTEE | 1 | $17,592 |
| ANN MARIE CONTI-KELLY | ||||||
| 568 SOUTH BROOKSVALE RD | CHESHIRE | CT | 06410 | DIRECTOR | 1 | $1,488 |
| ANDREA NEEDLEMAN M D | ||||||
| 4 SOUTH POMPERAUG AVE | WOODBURY | CT | 06798 | DIRECTOR | 1 | $1,488 |
| STEPHEN TORREY M D | ||||||
| 40 TERRELL FARM PLACE | CHESHIRE | CT | 06410 | DIRECTOR | 1 | $1,488 |
| CRAIG CZARSTY M D | ||||||
| 314 MAIN ST | OAKVILLE | CT | 06779 | DIRECTOR | 1 | $1,488 |
| NEIL SCHIFF M D | ||||||
| 1 EXHANGE PLACE - 21 WEST MAIN ST | WATERBURY | CT | 06702 | DIRECTOR | 1 | $1,488 |
| JAMES FINN M D | ||||||
| P O BOX 885 | MIDDLEBURY | CT | 06762 | DIRECTOR | 1 | $1,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,804,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,804,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,804,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,746,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,573 | TotalTaxAmt |
| Distributable Before Adj | $182,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,775 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,612 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $166,612 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,299 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,612 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,299 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,313 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $101,462 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WATERBURY MEDICAL ASSOCIATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 30SCHOLARSHIP COMMITTEE | AddressLine1Txt |
| City | BLOOMFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2037534888 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CT RESIDENT FOR 5 YRS, 4TH YEAR MEDICAL STUDENT, ENROLLED IN MEDICAL SCHOOL ACCREDITED BY AMA,FINANCIAL NEED,TRANSCRIPTS, LETTER RECOMMENDATIONS,STMT OF FINANCIAL SUPPORT,CAREER PLAN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| QUINNIPIAC UNIVERSITY | ||||||||
| 275 MOUNT CARMEL AVE | HAMDEN | CT | 06518 | NONE | I | SCHOLARSHIPS | $20,000 | |
| UNIVERSITY OF CONNECTICUT SCHOOL OF | ||||||||
| 200 ACADEMIC WAY | FARMINGTON | CT | 06032 | NONE | I | SCHOLARSHIPS | $50,000 | MEDICINE |
| CREIGHTON SCHOOL OF MEDICINE | ||||||||
| 2616 BURT ST | OMAHA | NE | 68178 | NONE | I | SCHOLARSHIPS | $22,000 | |
| HACKENSACK MERIDIAN SCHOOL OF MEDICINE | ||||||||
| 340 KINSLAND STREET | NUTLEY | NJ | 07110 | NONE | I | SCHOLARSHIPS | $30,000 | |
| FRANK H NETTER MD SCHOOL OF MEDICINE | ||||||||
| 370 BASSETT RD | NORTH HAVEN | CT | 06473 | NONE | I | SCHOLARSHIPS | $22,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $255,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $366,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $366,621 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (60 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00771X419 GQG PART EMERG MKTS | AT COST | $132,238 | $138,648 |
| 02079K305 ALPHABET INC | AT COST | $70,494 | $99,221 |
| 023135106 AMAZON COM INC | AT COST | $46,758 | $48,011 |
| 025816109 AMERICAN EXPRESS CO | AT COST | $13,500 | $17,018 |
| 037833100 APPLE INC | AT COST | $16,420 | $22,293 |
| 060505104 BANK OF AMERICA CORP | AT COST | $39,625 | $46,200 |
| 09260C307 BLACKROCK SYSTEMATIC | AT COST | $46,798 | $46,749 |
| 11135F101 BROADCOM INC | AT COST | $38,511 | $45,339 |
| 13321L108 CAMECO CORP | AT COST | $24,438 | $32,204 |
| 149123101 CATERPILLAR INC DEL | AT COST | $9,459 | $14,895 |
| 16115Q308 CHART INDUSTRIES INC | AT COST | $12,531 | $17,117 |
| 166764100 CHEVRON CORP | AT COST | $11,158 | $11,888 |
| 22160K105 COSTCO WHOLESALE COR | AT COST | $4,904 | $4,312 |
| 26441C204 DUKE ENERGY CORP | AT COST | $10,588 | $10,666 |
| 268150109 DYNATRACE INC | AT COST | $10,937 | $8,668 |
| 291011104 EMERSON ELEC CO | AT COST | $9,625 | $9,954 |
| 31624J745 FIDELITY HEDGED EQUI | AT COST | $57,504 | $58,049 |
| 35671D857 FREEPORT-MCMORAN INC | AT COST | $11,876 | $14,526 |
| 36256V783 GMO RESOURCES FUND $ | AT COST | $43,126 | $51,397 |
| 36266G107 GE HEALTHCARE TECHNO | AT COST | $12,286 | $14,107 |
| 37637K108 GITLAB INC | AT COST | $8,349 | $7,468 |
| 38142V845 GOLDMAN SACHS INTL E | AT COST | $188,475 | $196,474 |
| 40168W525 GUGGENHEIM TOTAL RET | AT COST | $183,493 | $186,679 |
| 438516106 HONEYWELL INTERNATIO | AT COST | $13,090 | $12,291 |
| 452327109 ILLUMINA INC | AT COST | $11,802 | $16,920 |
| 464285204 ISHARES GOLD TRUST | AT COST | $44,014 | $55,926 |
| 464287176 ISHARES BARCLAYS TIP | AT COST | $36,917 | $37,150 |
| 464287507 ISHARES CORE S&P MID | AT COST | $23,704 | $57,288 |
| 46653M849 JOHCM INTERNATIONAL | AT COST | $157,589 | $165,122 |
| 478160104 JOHNSON & JOHNSON | AT COST | $11,501 | $13,452 |
| 4812C0381 JPMORGAN CORE BOND F | AT COST | $183,233 | $186,388 |
| 52106N459 LAZARD GLOBAL LISTED | AT COST | $58,424 | $59,504 |
| 589509207 MERGER FUND $0.156 | AT COST | $58,769 | $56,101 |
| 592905509 METROPOLITAN WEST T/ | AT COST | $143,454 | $145,982 |
| 594918104 MICROSOFT CORP | AT COST | $81,805 | $80,765 |
| 651639106 NEWMONT MINING CORP | AT COST | $12,816 | $21,268 |
| 67066G104 NVIDIA CORP | AT COST | $70,327 | $83,739 |
| 70450Y103 PAYPAL HOLDINGS INC | AT COST | $15,134 | $13,194 |
| 713448108 PEPSICO INC | AT COST | $25,031 | $25,690 |
| 72201U455 PIMCO TRENDS MANAGED | AT COST | $26,543 | $30,133 |
| 72201U638 PIMCO MORTAGE OPP & | AT COST | $185,728 | $188,333 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $57,829 | $106,567 |
| 74926P316 RBC EMERGING MARKETS | AT COST | $100,138 | $114,469 |
| 761152107 RESMED INC | AT COST | $9,661 | $9,153 |
| 78409V104 S&P GLOBAL INC | AT COST | $9,208 | $9,407 |
| 808524771 SCHWAB FUNDAMENTAL U | AT COST | $193,814 | $197,898 |
| 855244109 STARBUCKS CORP | AT COST | $7,858 | $7,747 |
| 872590104 T-MOBILE US INC | AT COST | $11,007 | $9,949 |
| 879360105 TELEDYNE TECHNOLOGIE | AT COST | $11,868 | $12,258 |
| 90384S303 ULTA BEAUTY INC | AT COST | $16,646 | $21,175 |
| 904504842 UNDISCOVERED MGRS BE | AT COST | $170,488 | $167,275 |
| 91324P102 UNITEDHEALTH GROUP I | AT COST | $4,822 | $5,282 |
| 921943858 VANGUARD FTSE DEV MK | AT COST | $119,595 | $197,780 |
| 922031786 VANGUARD LONG-TERM T | AT COST | $35,321 | $35,950 |
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $60,921 | $121,750 |
| 922908363 VANGUARD S&P 500 ETF | AT COST | $121,413 | $380,668 |
| 949746101 WELLS FARGO CO | AT COST | $16,776 | $21,343 |
| G5960L103 MEDTRONIC PLC | AT COST | $7,783 | $7,493 |
| H8817H100 TRANSOCEAN LTD | AT COST | $13,329 | $17,276 |
| N07059210 ASML HOLDING N V | AT COST | $13,975 | $18,188 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $440 | LegalFeesAmt |
| Disbursements Charitable Prps | $440 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $5,200 | $0 | $5,200 |
| INVESTMENT EXPENSES - PROCEEDS | $672 | $672 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST ADJUSTMENT ON UIT SALES | $58 |
| COMMON TRUST FUND ADJUSTMENT | $2,848 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $1,216 | Amt |
| Disbursements Charitable Prps | $1,216 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,925 | $1,925 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,220 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,828 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $631 | $631 | $0 |
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