AMBELLAN CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AMBELLAN CHARITABLE FOUNDATION (EIN 87-6899023)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202641249349100949
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T13:36:33-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141569720 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRSHON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1999 22 IBM ROAD STE 210 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | 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 | 876899023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMBELLAN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMBE | BusinessNameControlTxt |
| Phone | 8454541110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1733 MAIN ST | AddressLine1Txt |
| City | PLEASANT VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12569 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN B RAPPLEYEA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8454541110 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN E KUMMER EA CPA | PreparerPersonNm |
| PTIN | P00281980 | PTIN |
| Phone | 8454731811 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| 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 | $2,235,833 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,378 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,378 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,053 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,918 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $103,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,326 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,663 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,663 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,341 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,341 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,377 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,377 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $70 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $70 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,062 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,883 | CashBOYAmt |
| Cash EOY | $20,784 | CashEOYAmt |
| Cash EOYFMV | $20,784 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $51,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,666 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,798 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,222,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,130,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,801,705 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $275,113 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $274,576 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $278,764 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $201 | OtherAssetsBOYAmt |
| Other Assets EOY | $116 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $116 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,585,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,559,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,235,833 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $401 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $439 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $401 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $439 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,584,939 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,558,773 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,584,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,558,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,585,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,559,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,584,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,558,773 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,558,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ABBVIE (39 SHS) | 2022-01-14 | 2025-01-06 | $7,058 | $5,205 | $1,853 | $1,853 |
| ABBVIE (39 SHS) | 2022-02-15 | 2025-01-06 | $7,058 | $5,664 | $1,394 | $1,394 |
| ABBVIE (30 SHS) | 2022-03-15 | 2025-01-06 | $5,429 | $4,580 | $849 | $849 |
| ABBVIE (39 SHS) | 2022-02-24 | 2025-01-06 | $7,058 | $5,655 | $1,403 | $1,403 |
| ALPHABET INC CAP CL A (19 SHS) | 2022-01-14 | 2025-01-06 | $3,751 | $2,645 | $1,106 | $1,106 |
| ALPHABET INC CAP CL A (80 SHS) | 2022-02-15 | 2025-01-06 | $15,795 | $10,962 | $4,833 | $4,833 |
| ALPHABET INC CAP CL A (14 SHS) | 2022-02-24 | 2025-01-06 | $2,764 | $1,774 | $990 | $990 |
| APPLE (32 SHS) | 2022-02-24 | 2025-01-06 | $7,886 | $4,988 | $2,898 | $2,898 |
| APPLE (2 SHS) | 2022-03-15 | 2025-01-06 | $493 | $302 | $191 | $191 |
| APPLE (32 SHS) | 2022-01-14 | 2025-01-06 | $7,886 | $5,497 | $2,389 | $2,389 |
| APPLE (32 SHS) | 2022-02-15 | 2025-01-06 | $7,887 | $5,486 | $2,401 | $2,401 |
| CIGNA 4.5% 2/25/26 (50000) | 2022-08-30 | 2025-12-31 | $50,000 | $50,249 | -$249 | -$249 |
| JPMORGAN CHASE (44 SHS) | 2022-02-24 | 2025-01-06 | $10,650 | $6,226 | $4,424 | $4,424 |
| JPMORGAN CHASE (10 SHS) | 2022-02-15 | 2025-01-06 | $2,420 | $1,558 | $862 | $862 |
| JPMORGAN CHASE (15 SHS) | 2022-04-19 | 2025-01-06 | $3,631 | $1,927 | $1,704 | $1,704 |
| JPMORGAN CHASE (54 SHS) | 2022-03-15 | 2025-01-06 | $13,071 | $7,120 | $5,951 | $5,951 |
| KLA-TENCOR (3 SHS) | 2022-03-15 | 2025-01-06 | $2,071 | $971 | $1,100 | $1,100 |
| KLA-TENCOR (5 SHS) | 2022-02-15 | 2025-01-06 | $3,451 | $1,894 | $1,557 | $1,557 |
| KLA-TENCOR (14 SHS) | 2022-02-24 | 2025-01-06 | $9,663 | $4,723 | $4,940 | $4,940 |
| MICROSOFT (16 SHS) | 2022-01-14 | 2025-01-06 | $6,903 | $4,917 | $1,986 | $1,986 |
| MICROSOFT (6 SHS) | 2022-02-15 | 2025-01-06 | $2,589 | $1,802 | $787 | $787 |
| TORONTO-DOMINION 4.5% (50000) | 2022-08-15 | 2025-11-18 | $50,000 | $50,000 | $0 | $0 |
| UNITED RENTALS (8 SHS) | 2022-02-15 | 2025-01-06 | $5,543 | $2,578 | $2,965 | $2,965 |
| UNITED RENTALS (8 SHS) | 2022-01-14 | 2025-01-06 | $5,542 | $2,640 | $2,902 | $2,902 |
| UNITED RENTALS (4 SHS) | 2022-03-15 | 2025-01-06 | $2,771 | $1,285 | $1,486 | $1,486 |
| UNITED RENTALS (8 SHS) | 2022-02-24 | 2025-01-06 | $5,542 | $2,346 | $3,196 | $3,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $439 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KIRSHON COMPANY | IndividualWithBooksNm |
| Phone | 8454731811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 IBM ROAD STE 210 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALLAN B RAPPLEYEA | ||||||||
| 1733 MAIN ST | PLEASANT VALLEY | NY | 12569 | TRUSTEE | 1.00 | $7,663 | $0 | $0 |
| HAROLD WILLIAM DAVIS | ||||||||
| 66 QUAKER FARMS DRIVE | SOUTHBURY | CT | 06488 | TRUSTEE | 1.00 | $7,663 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,960,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,049,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,049,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,019,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,038 | TotalTaxAmt |
| Distributable Before Adj | $99,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,836 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,638 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,638 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,198 | 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 | $83,726 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLAN B RAPPLEYEA TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1733 MAIN ST | AddressLine1Txt |
| City | PLEASANT VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12569 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8454541110 | RecipientPhoneNum |
| Form And Info And Materials | TRUSTEES DETERMINE WHETHER TO INVITE A FULL PROPOSAL FROM AN INITIAL LETTER OF INQUIRY. THOSE INVITED TO OFFER A FULL PROPOSAL MUST FOLLOW PROPOSAL FORMAT AND INCLUDE GOALS, STRATEGIES, TIME LINES, ANTICIPATED OUTCOMES, BACKGROUND OF APPLYING ORGANIZATION, BUDGETS FOR BOTH APPLIED FUNDS AND ORGANIZATION, INFORMATION ON OTHER SOURCES OF FINANCIAL SUPPORT, FINANCIAL STATEMENTS, IRS CERTIFICATION OF EXEMPT STATUS, AND OTHER INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE ANNUAL SUBMISSION DEADLINE IS AUGUST 30TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BH CARE INC | |||||||
| 435 EAST MAIN ST | ANSONIA | CT | 06401 | NONE | PC | GENERAL PURPOSE FOR VICTIMS OF DOMESTIC VIOLENCE | $20,000 |
| CENTER FOR THE PREVENTION OF CHILD ABUSE | |||||||
| 35 VAN WAGNER ROAD | POUGHKEEPSIE | NY | 12603 | NONE | PC | GENERAL PURPOSE FOR PREVENTION OF CHILD ABUSE | $3,500 |
| CHURCH OF IMMACULATE CONCEPTION | |||||||
| 4 LAVELLE RD | AMENIA | NY | 12501 | NONE | PC | TO SUPPORT THE ORGANIZATION'S COMMUNITY FOOD PANTRY. | $3,500 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO COLLECT NEW UNWRAPPED TOYS FOR DISTRIBUTION TO ECONOMICALLY DISADVANTAGED CHILDREN AT CHRISTMAS. | $5,000 |
| MILLBROOK COMMUNITY PARTNERSHIP DBA THE THORNE CENTER | |||||||
| PO BOX 1087 | MILLBROOK | NY | 12545 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO SUPPORT MILLBROOK WITH GREEN SPACES AND A COMMUNITY CENTER. | $20,000 |
| NORTH EAST COMMUNITY CENTER FOOD PANTY | |||||||
| 28 LIBERTY STREET | NEW YORK | NY | 10005 | NONE | PC | TO SUPPORT THE ORGANIZATION'S COMMUNITY FOOD PANTRY. | $3,500 |
| SOMERS LIBRARY | |||||||
| ROUTE 139 REIS PARK | SOMERS | NY | 10589 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE LIBRARY SERVICES TO ITS COMMUNITY. | $5,000 |
| SOUTHBURY AMBULANCE ASSOCIATION | |||||||
| 68 GEORGES HILL ROAD | SOUTHBURY | CT | 06488 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE AMBULANCE SERVICES TO ITS COMMUNITY. | $3,500 |
| SOUTHBURY FOOD BANK | |||||||
| PO BOX 68 | SOUTHBURY | CT | 06488 | NONE | PC | TO SUPPORT THE ORGANIZATION'S COMMUNITY FOOD PANTRY. | $3,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF TREATING CHILDHOOD ILLNESSES. | $5,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | PC | TO SUPPORT THE HOSPITAL'S EFFORTS AT TREATING VARIOUS CANCERS. | $5,000 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF PROTECTING WILDLIFE SPECIES AND HABITATS. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,378 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,053 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,918 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,349 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KIRSHON & COMPANY PC | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LOWES CORP 3.65% 04/05/29 | $49,415 | $49,382 |
| CITIGROUP GLBL MKTS SR 4.3% 08/11/29 | $50,000 | $50,012 |
| DUKE ENERGY CORP 5.25% 04/01/33 | $75,496 | $77,803 |
| CONOCOPHILLIPS CO 3.75% 10/1/27 | $49,776 | $49,827 |
| THERMO FISCHER SCIENTIFIC 4.95% 11/21/32 | $49,889 | $51,740 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE | $45,631 | $70,832 |
| ALPHABET INC CAP CL A | $58,991 | $156,500 |
| AMAZON.COM | $27,023 | $46,164 |
| AMERICAN TOWER | $5,962 | $4,214 |
| APPLE | $61,057 | $108,744 |
| CATERPILLAR | $22,952 | $65,880 |
| CITIGROUP | $45,083 | $94,402 |
| COCA COLA | $30,898 | $34,955 |
| COGNIZANT TECH SOLUTIONS | $33,966 | $37,184 |
| EOG RESOURCES | $39,207 | $36,018 |
| EXXONMOBIL | $36,416 | $51,144 |
| HOME DEPOT | $41,695 | $46,453 |
| INTEL | $40,240 | $35,387 |
| JOHNSON & JOHNSON | $19,686 | $24,006 |
| JPMORGAN CHASE | $46,873 | $128,888 |
| KLA-TENCOR | $40,056 | $145,810 |
| LOCKHEED MARTIN | $16,409 | $19,347 |
| MCDONALDS | $47,841 | $58,681 |
| MERCK & CO | $40,207 | $49,893 |
| MICROSOFT | $56,237 | $101,560 |
| NEXTERA ENERGY | $15,686 | $15,735 |
| NUCOR | $65,917 | $85,143 |
| PFIZER | $35,321 | $17,729 |
| PHILIP MORRIS INTL | $25,678 | $41,383 |
| RTX CORP COM | $20,034 | $39,248 |
| SIMON PROPERTY GROUP | $10,412 | $16,290 |
| SMUCKER JM | $29,581 | $21,225 |
| TRACTOR SUPPLY | $46,456 | $56,511 |
| UNITED RENTALS | $26,469 | $72,839 |
| VERIZON COMMUNICATIONS | $36,514 | $29,896 |
| VISA | $42,508 | $71,896 |
| WALT DISNEY | $19,064 | $17,748 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $50,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $50,798 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORBALLY, GARTLAND & RAPPLEYEA | $2,031 | $0 | $2,031 |
| THOMAS M SUTNIK ESQ | $2,310 | $0 | $2,310 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $201 | BOYBookValueAmt |
| EOY Book Value | $116 | EOYBookValueAmt |
| EOYFMV | $116 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF CONNECTICUT RE ACCOUNTING | $2,044 | $0 | $2,044 |
| BANK CHARGES | $18 | $0 | $18 |
| PENALTY | $1 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $401 | BOYBookValueAmt |
| EOY Book Value | $439 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF MILLBROOK | CategoryTxt |
| Amt | $19,377 | Amt |
| Net Investment Income | $19,377 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,038 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |