M BONNIE AXTHELM CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- M BONNIE AXTHELM CHARITABLE FOUNDATION (EIN 06-6444196)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-13
- IRS object ID
- 202411049349100816
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-13T15:04:18-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205926351 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gabriel Tax & Accounting Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1297 PARK AVE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | 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 | 066444196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M BONNIE AXTHELM CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBON | BusinessNameControlTxt |
| Phone | 2033244341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 33 MINUTE MAN HILL | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY AXTHELM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033244341 | PhoneNum |
| Signature | 2024-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | AXTHELM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ELLEN KEENAN | PreparerPersonNm |
| PTIN | P01439079 | PTIN |
| Phone | 2033677731 | PhoneNum |
| Preparation | 2024-04-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $272,584 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,646 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $20,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,938 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,152 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,152 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,674 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,264 | CashBOYAmt |
| Cash EOY | $1,429 | CashEOYAmt |
| Cash EOYFMV | $1,429 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $27,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,042 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $85,229 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $86,948 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $79,260 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $71,799 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $96,599 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,474 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,127 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $215,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $187,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $272,584 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $247,126 | CapitalStockBOYAmt |
| Capital Stock EOY | $215,694 | CapitalStockEOYAmt |
| Retained Earning BOY | -$31,432 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$28,489 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $215,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $187,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $215,694 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $187,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $215,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25 | OtherIncreasesAmt |
| Subtotal | $187,205 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $187,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 125 SHS. NEUBERGER BERMAN STRATEGIC INC | P | 2023-05-01 | 2023-12-06 | $1,200 | $0 | $1,208 | -$8 | $0 | $0 | $0 | -$8 |
| 358 SHS. BAIRD CORE PLUS BOND INST | P | 2020-08-12 | 2023-11-22 | $3,500 | $0 | $4,392 | -$892 | $0 | $0 | $0 | -$892 |
| 9 SHS. ISHARES CORE S&P | P | 2018-02-01 | 2023-12-06 | $898 | $0 | $711 | $187 | $0 | $0 | $0 | $187 |
| 11 SHS. ISHARES CORES S&P MID-CAPETF | P | 2020-08-12 | 2023-12-14 | $2,955 | $0 | $2,149 | $806 | $0 | $0 | $0 | $806 |
| 23 SHS. ISHARES CORE S&P 500 | P | 2014-11-04 | 2023-12-14 | $1,899 | $0 | $810 | $1,089 | $0 | $0 | $0 | $1,089 |
| 1223 SHS. PIONEER STRATEGIC INCOME Y | P | 2020-08-12 | 2023-05-01 | $11,343 | $0 | $13,188 | -$1,845 | $0 | $0 | $0 | -$1,845 |
| 212 SHS. SCHWAB S&P 500 INDEX | P | 2000-01-01 | 2023-11-22 | $15,000 | $0 | $5,842 | $9,158 | $0 | $0 | $0 | $9,158 |
| 71 SHS. VANGUARD FTSE DEVELOPED MARKET | P | 2020-08-12 | 2023-12-06 | $3,260 | $0 | $2,989 | $271 | $0 | $0 | $0 | $271 |
| 37 SHS. VANGUARD FTSE EMERGING MARKET | P | 2020-08-12 | 2023-12-06 | $1,499 | $0 | $1,619 | -$120 | $0 | $0 | $0 | -$120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,646 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $176 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $176 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $176 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $176 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MEGAN BROWN | IndividualWithBooksNm |
| Phone | 2033244341 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 MILES RD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MEGAN A BROWN | ||||||||
| 25 MILES RD | DARIEN | CT | 06820 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| NANCY AXTHELM | ||||||||
| 33 MINUTE MAN HILL | WESTPORT | CT | 06880 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| STEPHEN AXTHELM | ||||||||
| 46 HILLANDALE RD | WESTPORT | CT | 06880 | TRUSTEE | 10.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $273,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $276,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $276,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $272,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $176 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $176 | TotalTaxAmt |
| Distributable Before Adj | $13,443 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,443 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,443 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,443 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,985 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $44,250 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $44,250 | ExcessDistriCyovAppCYCorpusAmt |
| Total Corpus | $48,385 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,443 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,385 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $4,135 | ExcessFromYear1Amt |
| Excess From Current Year | $44,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR HOPE | ||||||
| 590 POST ROAD | DARIEN | CT | 06820 | 501C | UNRESTRICTED | $7,500 |
| ASSUMPTION CHURCH | ||||||
| 98 RIVERSIDE AVE | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $5,000 |
| UNITARIAN CHURCH | ||||||
| 10 LYONS PLAINS RD | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $2,000 |
| MARQUETTE UNIVERSITY | ||||||
| 615 N 11TH STREET | MILWAUKEE | WI | 53233 | 501C | UNRESTRICTED | $20,000 |
| WESTPORT LIBRARY | ||||||
| 20 JESUP ROAD | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $0 |
| DIOCESE OF BRIDGEPORT | ||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | 501C | RESTRICTED | $0 |
| UUSC | ||||||
| 689 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 501C | RESTRICTED | $0 |
| UUUNO | ||||||
| 777 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | 501C | RESTRICTED | $0 |
| STAPLES HIGH SCHOOL | ||||||
| 70 NORTH AVENUE | WESTPORT | CT | 06880 | 501C | RESTRICTED | $2,750 |
| FRIENDS OF SHERWOOD | ||||||
| PO BOX 544 | WESTPORT | CT | 06881 | 501C | UNRESTRICTED | $0 |
| ST AGNES MUSIC | ||||||
| 5130 MISSION ROAD | ROELAND PARK | KS | 66205 | 501C | UNRESTRICTED | $1,000 |
| UU WILMINGTON | ||||||
| 4313 LAKE AVENUE | WILMINGTON | NC | 28403 | 501C | UNRESTRICTED | $5,000 |
| UUA | ||||||
| 24 FARNSWORTH STREET | BOSTON | MA | 02210 | 501C | UNRESTRICTED | $0 |
| WESTPORT MUSUEM | ||||||
| 25 AVERY PLACE | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $1,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | 501C | UNRESTRICTED | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,396 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,396 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,688 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,396 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,084 | 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 | NA | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | GABRIEL TAX & ACCT TAX PREP | CategoryTxt |
| Amt | $1,800 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 125 NEUBERGER BERMAN STRATEGIC INC | 2023-05 | Purchased | 2023-12 | $1,200 | $1,208 | Cost | -$8 |
| 358 BAIRD CORE PLUS BOND INST | 2020-08 | Purchased | 2023-11 | $3,500 | $4,392 | Cost | -$892 |
| 9 ISHARES CORE S&P | 2018-02 | Purchased | 2023-12 | $898 | $711 | Cost | $187 |
| 11 ISHARES CORE S&P MID-CAPETF | 2020-08 | Purchased | 2023-12 | $2,955 | $2,149 | Cost | $806 |
| 23 ISHARES CORE S&P 500 ETF | 2014-11 | Purchased | 2023-08 | $10,496 | $4,656 | Cost | $5,840 |
| 1223 PIONEER STRATEGIC INCOME Y | 2020-08 | Purchased | 2023-05 | $11,342 | $13,188 | Cost | -$1,846 |
| 212 SCHWAB S&P 500 INDEX | 2000-01 | Purchased | 2023-11 | $15,000 | $5,842 | Cost | $9,158 |
| 71 VANGUARD FTSE DEVELOPED MARKET | 2020-08 | Purchased | 2023-12 | $3,260 | $2,989 | Cost | $271 |
| 37 VANGUARD FTSE EMERGING MARKET | 2020-08 | Purchased | 2023-12 | $1,499 | $1,619 | -$120 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DEDUCTIBLE | Desc |
| Amt | $25 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB INV ADVISOR FEES | CategoryTxt |
| Amt | $3,152 | Amt |
| Net Investment Income | $3,152 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |