JANE AND WILLIAM CURRAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JANE AND WILLIAM CURRAN FOUNDATION INC (EIN 22-2668435)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-12
- IRS object ID
- 202410439349100716
- Schema version
- 2023v4.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T14:20:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060674931 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAILEY MOORE GLAZER SCHAEFER PROTO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 LUNAR DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065252232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222668435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JANE AND WILLIAM CURRAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC C/O MARGARET ANDREASSI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 2038049244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 YACHT HARBOR DRIVE 373 | AddressLine1Txt |
| City | PALM COAST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET ANDREASSI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2038049244 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARGARET | PersonFirstNm |
| Person Last | ANDREASSI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J MOONEY CPA CFE | PreparerPersonNm |
| PTIN | P00167755 | PTIN |
| Phone | 2033977700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,157,719 | 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 |
| Dividends Rev And Expnss | $109,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $760,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,067,782 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $760,966 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $870,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $870,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,275 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,275 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $666 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $489,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $489,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $542,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $509,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $328,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $837,665 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $249,841 | CashBOYAmt |
| Cash EOY | $34,735 | CashEOYAmt |
| Cash EOYFMV | $34,735 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,064,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,825,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,210,866 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $147,714 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $929,639 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $912,118 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,461,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,790,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,157,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $437 | CapitalStockBOYAmt |
| Capital Stock EOY | $437 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,461,148 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,789,638 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,461,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,790,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,461,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,790,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,461,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $328,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,790,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,790,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE INC | P | 2009-01-22 | 2023-04-11 | $112,412 | $2,196 | $110,216 | $110,216 |
| ALPHABET INC CL C | P | 2016-05-04 | 2023-04-11 | $150,089 | $36,750 | $113,339 | $113,339 |
| QUANTA SERVICES INCORPORATED | P | 2013-06-13 | 2023-01-24 | $64,578 | $11,016 | $53,562 | $53,562 |
| VISA INC CL A | P | 2010-05-18 | 2023-04-11 | $113,364 | $8,592 | $104,772 | $104,772 |
| GLOBUS MEDICAL INC | P | 2020-08-20 | 2023-04-11 | $58,268 | $53,746 | $4,522 | $4,522 |
| GLOBUS MEDICAL INC | P | 2021-05-05 | 2023-04-11 | $58,268 | $72,516 | -$14,248 | -$14,248 |
| PALO ALTO NETWORKS | P | 2015-11-11 | 2023-04-11 | $57,512 | $15,644 | $41,868 | $41,868 |
| PALO ALTO NETWORKS | P | 2017-11-21 | 2023-04-11 | $19,171 | $5,041 | $14,130 | $14,130 |
| APPLE INC | P | 2013-01-02 | 2023-04-11 | $160,788 | $16,568 | $144,220 | $144,220 |
| OQVIA | P | 2016-05-04 | 2023-04-11 | $119,417 | $39,118 | $80,299 | $80,299 |
| QUANT SERVICES | P | 2008-01-23 | 2023-04-11 | $93,453 | $10,950 | $82,503 | $82,503 |
| ZEBRA TECHNOLOGIES | P | 2019-05-20 | 2023-04-11 | $60,462 | $34,679 | $25,783 | $25,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $760,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,720 | 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 | $2,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,924 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET ANDREASSI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038049244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANDREASSI 411 WALNUT STREET | AddressLine1Txt |
| City | GREEN COVE SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32043 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E CURRAN | ||||||||
| 4601 NORTH A1A 501 | VERO BEACH | FL | 32963 | VP/TREASURER | 1.00 | $0 | $0 | $0 |
| CARL GOLDFIELD | ||||||||
| 234 CHURCH ST 10TH FLOOR | NEW HAVEN | CT | 06510 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARGARET C ANDREASSI | ||||||||
| 411 WALNUT STREET 11123 | GREEN SPRINGS | FL | 32043 | PRESIDENT | 4.00 | $12,000 | $0 | $0 |
| JEAN C SOSNAUD | ||||||||
| 538 11TH AVENUE | SAN FRANCISCO | CA | 94118 | DIRECTOR | 1.00 | $0 | $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 | $8,746,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,948,650 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,948,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,814,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $440,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $440,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,644 | TotalTaxAmt |
| Distributable Before Adj | $429,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $429,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $429,077 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $509,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $509,175 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $429,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,706 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $509,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,706 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $429,077 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,392 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,392 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,392 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $34,392 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM E CURRAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||
| PO BOX 37839 | BOONE | IA | 50037 | DISASTER RELIEF AIDDISASTER RELIEF | $25,000 |
| AMISTAD ACADEMY (ACHIEVEMENT FIRST) | |||||
| 495 BLAKE STREET | NEW HAVEN | CT | 06525 | EDUCATIONAL ACTIVITIES | $25,000 |
| AMITY AND WOODBRIDGE NISTORICAL SOCIETY | |||||
| 1907 LITCHFIELD TRPK | WOODBRIDGE | CT | 06525 | PRESERVATION OF ANTIQUITY | $1,000 |
| ARTS COUNCIL OF GREATER NEW HAVEN | |||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | CULTURAL ACTIVITIES | $5,000 |
| COMMUNITY CHURCH VERO BEACH | |||||
| 1901 23RD ST | VERO BEACH | FL | 32960 | COMMUNITY FOUNDATION | $7,500 |
| FEEDING SAN DIEGO | |||||
| 9477 WAPLES ST | SAN DIEGO | CA | 92121 | RESTORATION OF PUBLIC PARK | $5,000 |
| CAPITAL FOR CHANGE | |||||
| 171 ORANGE STREET | NEW HAVEN | CT | 06510 | AFFORDABLE HOUSING | $5,000 |
| CLOSER TO FREE-YNHH | |||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | MEDICAL RESEARCH | $7,500 |
| CHILDREN'S CENTER OF HAMDEN | |||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06517 | ASSIST IN PROVIDING HEALTH CARE TO NEEDY INDIVIDUALS | $5,000 |
| CHILDREN'S SCHOLARSHIP FUND | |||||
| 88 W 38TH ST | NEW YORK | NY | 10018 | EDUCATION FOR CHILDREN K-8 | $15,000 |
| CLIFFORD W BEERS GUIDANCE CLINIC | |||||
| 93 EDWARDS ST | NEW HAVEN | CT | 06511 | ASSIST CHILDREN AND FAMILIES WITH MENTAL HEALTH ISSUES | $5,000 |
| COLUMBUS HOUSE | |||||
| 586 ELLA GRASSO BLVD | NEW HAVEN | CT | 06519 | HOMELESS SHELTER | $5,000 |
| COMMUNITY HEALTH CENTER FAIR HAVEN | |||||
| 374 GRAND AVE | NEW HAVEN | CT | 06513 | HEALTH CARE | $5,000 |
| CONNECTICUT FARMLAND TRUST | |||||
| 77 BUCKLAND STREET | HARTFORD | CT | 06106 | EDUCATION AND CONSERVATION | $5,000 |
| CT FOODSHARE | |||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PROVIDE FOOD FOR NEEDY INDIVIDUALS | $7,500 |
| CREATIVE ARTS WORKSHOP | |||||
| 80 AUDUBON STREET | NEW HAVEN | CT | 06510 | ARTS AND EDUCATION | $2,000 |
| CYCLE HAVEN | |||||
| PO BOX 209004 | NEW HAVEN | CT | 06520 | ATHLETIC ACTIVITIES FOR YOUTH | $5,000 |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST | |||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | SUPPORT SERVICES FOR VETERANS | $3,000 |
| DOCTORS WITHOUT BORDERS | |||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | PUBLIC HEALTH | $25,000 |
| DOWNTOWN EVENING SOUP KITCHEN | |||||
| 311 TEMPLE STREET | NEW HAVEN | CT | 06511 | PROVIDE FOOD FOR NEEDY INDIVIDUALS | $5,000 |
| DWIGHT HALL AT YALE | |||||
| P0 BOX 209008 | NEW HAVEN | CT | 06520 | PUBLIC SERVICE AND SOCIAL JUSTICE | $5,000 |
| ED CHOICE | |||||
| 111 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | EDUCATION | $15,000 |
| ELM SHAKESPEARE COMPANY | |||||
| PO BOX 206029 | NEW HAVEN | CT | 06520 | CULTUAL ACTIVITIES FOR THE PUBLIC | $30,000 |
| FEEDING NORTHEAST FLORIDA | |||||
| 116 EDGEWOOD AVE N | JACKSONVILLE | FL | 32254 | FOOD ASSISTANCE | $7,500 |
| FELLOWSHIP PLACE | |||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | ASSIST PEOPLE WITH MENTAL HEALTH ISSUES | $5,000 |
| FIRST CHURCH- WOODBRIDGE | |||||
| 5 MEETINGHOUSE LN | WOODBRIDGE | CT | 06525 | RELIGIOUS ACTIVITIES | $2,000 |
| FRIENDS CENTER FOR CHILDREN | |||||
| 225 E GRAND AVENUE | NEW HAVEN | CT | 06513 | EDUCATIONAL OPPORTUNITIES | $5,000 |
| FRIENDS OF SEARS ISLAND | |||||
| PO BOX 348 | SEARSPORT | ME | 04974 | CONSERVATION | $6,000 |
| GATEWAY COMMUNITY COLLEGE FDN (SCHOLARSHIPS) | |||||
| 20 CHURCH STREET | NEW HAVEN | CT | 06510 | SCHOLARSHIP AID FOR NEEDY INDIVIDUALS | $50,000 |
| GATHER NEW HAVEN (FORMERLY NH LAND TRUST AND FARMS) | |||||
| 817 GRAND AVENUE 102 | NEW HAVEN | CT | 06511 | TEACHING CHILDREN TO SAIL | $5,000 |
| GIFFORDS LAW CENTER TO PREVENT GUN CIOLENCE | |||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | EDUCATION | $5,000 |
| GIRLS INC | |||||
| 9449 PRIORITY WAY | INDIANAPOLIS | IN | 46204 | EDUCAT | $5,000 |
| GREATER NORWICH FOUNDATION | |||||
| 52 SOUTH BROAD STREET | NORWICH | NY | 13815 | COMMUNITY FOUNDATION | $7,500 |
| HABITAT FOR HUMANITY- ANNUAL FUND GRT NEW HAVEN | |||||
| 37 UNION ST | NEW HAVEN | CT | 06511 | PROVIDE HOUSING FOR NEEDY INDIVIDUALS | $5,000 |
| HUCKLEBERRY YOUTH PROGRAM | |||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | HEALTH AND EDUCATION FOR YOUTH | $7,500 |
| JACOBS AND CUSHMAN SAN DIEGO | |||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | FOOD ASSISSTANCE | $5,000 |
| LARKIN STREET YOUTH SERVICES | |||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | EMPOWERING YOUTH TO MOVE PAST HOMELESSNESS | $7,500 |
| L E A P | |||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | EDUCATIONAL GRANT | $5,000 |
| LAND CONSERVATION ASS'T NETWORK | |||||
| 74 LUNT ROAD SUITE 300-302 | FALMOUTH | ME | 04105 | LAND CONSERVATION | $5,000 |
| LEGACY THEATRE | |||||
| 128 THIMBLE ISLAND ROAD | BRANFORD | CT | 06405 | THEATRE AND EDUCATION | $7,500 |
| MAINE COAST HERITAGE TRUST | |||||
| ONE BOWDIN MILL ISLAND 201 | TOPSHAM | ME | 04086 | CONSERVATION | $5,000 |
| MALALA FUND | |||||
| PO BOX 70280 | PHILADELPHIA | PA | 19176 | EDUCATION | $2,500 |
| MUSIC HAVEN | |||||
| PO BOX 207332 | NEW HAVEN | CT | 06520 | MUSIC EDUCATION | $5,000 |
| NATIONAL RESOURCE DEFENSE | |||||
| 40 W 20TH STREET | NEW YORJ | NY | 10011 | CLIMATE ADVOCACY | $6,000 |
| NEW HAVEN PROMISE | |||||
| 28 LINCOLN WAY | NEW HAVEN | CT | 06510 | SCHOLARSHIPS FOR NH CHILDREN FOR COLLEGE | $5,000 |
| NEW HAVEN ANIMAL SHELTER | |||||
| 81 FORNIER STREET | NEW HAVEN | CT | 06511 | ANIMAL RESCUE | $1,000 |
| NEW HAVEN FREE PUBLIC LIBRARY | |||||
| 133 ELM STREET | NEW HAVEN | CT | 06510 | EDUCATION | $5,000 |
| NEW HAVEN READS | |||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | EDUCATION | $3,000 |
| NEW HAVEN SCHOLARSHIP FUND | |||||
| PO BOX 8936 | NEW HAVEN | CT | 06532 | SCHOLARSHIP AID FOR NEEDY INDIVITUALS | $7,500 |
| NEW HAVEN SYMPHONY ORCHESTRA | |||||
| 4 HAMILTON STREET | NEW HAVEN | CT | 06511 | MUSIC | $5,000 |
| PATHWAYS TO COLLEGE | |||||
| POBOX 9293 | NEW HAVEN | CT | 06533 | EDUCATIONAL | $5,000 |
| PLANNED PARENTHOOD | |||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | MEDICAL CARE | $25,000 |
| RONALD MCDONALD HOUSE | |||||
| 860 HOWARD AVE | NEW HAVEN | CT | 06519 | ASSIST FAMILIES WITH CHILDREN IN CANCER CARE FACILITY | $2,000 |
| SAN FRANCISCO-MARIN FOOD BANK | |||||
| 900 PENNSYLVANIA AVESF | SAN FRANCISCO | CA | 94107 | FOOD ASSISTANCE | $6,000 |
| SHAKESPEARE AND CO DEVELOPMENT OFFICE | |||||
| 70 KEMBLE STREET | LENOX | MA | 01240 | MEDICAL CARE | $1,000 |
| THE JACKSON LABORATORYDEVLOPMENT OFFICE | |||||
| PO BOX 411423 | BOSTON | MA | 02241 | GENOMIC SOLUTIONS FOR DISEASE | $5,000 |
| UNITED CHURCH ON THE GREEN | |||||
| 323 TEMPLE STREET | NEW HAVEN | CT | 06511 | RELIGIOUS ACTIVITIES | $3,000 |
| URBAN RESOURCES INITIATIVE | |||||
| 205 PROSPECT ST | NEW HAVEN | CT | 06511 | CONSERVATION | $2,000 |
| WCA BOISE | |||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | WOMEN AND CHILDREN ALLIANCE - DOMESTIC ABUSE SUPPORT | $5,000 |
| WELLSPRING | |||||
| 21 ARCH BRIDGE STREET | BETHLEHEM | CT | 06751 | MENTAL HEALTH | $4,000 |
| WOMEN AND GIRLSCOMMUNITY FUND | |||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | ASSISTANCE TO WOMEN AND CHILDREN IN NEW HAVEN AREA | $5,000 |
| WOMEN'S REFUGE VERO BEACH | |||||
| 1850 LEMON AVE | VERO BEACH | FL | 32960 | RESIDENTIAL SUPPORT FOR WOMEN AND CHILDREN | $2,000 |
| WOMENS HEALTH RESEARCH AT YALE | |||||
| PO BOX 208091 | NEW HAVEN | CT | 06520 | HEALTH EDUCATION | $5,000 |
| WORLD CENTRAL KITCHEN | |||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | DISASTER RELIEF FOOD ASSISTANCE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $489,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,640 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $760,966 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $870,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $870,606 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SECURITIES ARE SOLD TO PROVIDE THE CASH NEEDED TO FUND CHARITIES | RelationshipStatementTxt |
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 | LEGAL AND ACCOUNTING FEE | CategoryTxt |
| Amt | $8,125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $929,639 | EOYBookValueAmt |
| EOYFMV | $912,118 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,825,701 | EOYBookValueAmt |
| EOYFMV | $8,210,866 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE REGISTRAION | $50 | $0 | $50 |
| NEWSPAPER ADVERTISEMENT | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $32,275 | Amt |
| Net Investment Income | $32,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $666 | Amt |
| Net Investment Income | $666 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |