HOBBS FAMILY CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOBBS FAMILY CHARITABLE TR (EIN 06-1602789)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202421369349102442
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T10:59:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061138540 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURRUANO & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BUSINESS PARK DRIVE - STE 106 | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | 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 | 061602789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBBS FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOBB | BusinessNameControlTxt |
| Phone | 9142735300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 MAIN ST | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068405608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HOBBS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9142735300 | PhoneNum |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | HOBBS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAM BURRUANO CPA | PreparerPersonNm |
| PTIN | P00234623 | PTIN |
| Phone | 9142735300 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,112,590 | 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 | $1,108 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,108 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,203 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$56,710 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $858,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$13,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,311 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $162 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $218 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,311 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,137 | CashBOYAmt |
| Cash EOY | $82,211 | CashEOYAmt |
| Cash EOYFMV | $82,211 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,198,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,075,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,030,379 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,222,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,157,626 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,112,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,222,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,157,626 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,222,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,157,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,222,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,157,626 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,222,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,517 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,157,626 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,157,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $201,540 | $195,439 | $6,101 | $6,101 |
| PUBLICLY TRADED SECURITIES | P | $656,966 | $719,777 | -$62,811 | -$62,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$56,710 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | 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 | $1,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $918 | OverpaymentAmt |
| Applied To ES Tax | $918 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | MICHAEL D HOBBS | IndividualWithBooksNm |
| Phone | 2039665091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 MAIN STREET | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL D HOBBS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 MAIN STREET | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | REVENUE CODE SECTION 501(C)(3) | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $1,030,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,106,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,106,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,595 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,089,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $602 | TotalTaxAmt |
| Distributable Before Adj | $53,884 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,884 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,884 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,884 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $78,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,556 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $131,782 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,984 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,984 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $128,798 | 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 | $128,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,886 | ExcessFromYear4Amt |
| Excess From Year3 | $6,821 | ExcessFromYear3Amt |
| Excess From Year2 | $7,556 | ExcessFromYear2Amt |
| Excess From Year1 | $38,535 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2001-01-26 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL D HOBBS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN PARKINSON DISEASE ASSOCIATION | |||||||
| PO BOX 61420 | STATEN ISLAND | NY | 10306 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| CHARITY WATCH | |||||||
| PO BOX 578460 | CHICAGO | IL | 60657 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $100 |
| NEW CANAAN MUSEUM AND HISTORICAL SOCIETY | |||||||
| 13 OENOKE RIDGE | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTIONUNRESTRICTED CONTRIBUTION | $1,000 |
| NCHS SCHOLARSHIP FOUNDATION | |||||||
| 11 FARM ROAD | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $100 |
| BLUE JAY LEGACY TRUST | |||||||
| 2355 WESTWOOD BLVD 922 | LOS ANGELES | CA | 90064 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $1,000 |
| NEW CANAAN LIBRARY | |||||||
| 151 MAIN STREET | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| ROTARY CLUB OF NC | |||||||
| POBOX 62 | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $1,000 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $2,500 |
| RESTORE NYC | |||||||
| POBOX 1003 | NEW YORK | NY | 10274 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| PARKINGSON'S FOUNDATION | |||||||
| 1359 BROADWAY STE 1509 | NEW YORK | NY | 10018 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2075 SILAS DEANE HWY STE 100 | ROCKY HILL | CT | 06037 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| FRIENDS OF NEW CANAAN HOCKEY | |||||||
| PO BOX 404 | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $100 |
| FUTURE 5 INC | |||||||
| 135 ATLANTIC STREET | STAMFORD | CT | 06901 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $600 |
| GETABOUT | |||||||
| PO BOX 224 | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $100 |
| MEALS ON WHEELS | |||||||
| PO BOX 231 | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $100 |
| NEW CANAAN COMMUNITY FOUNDATION | |||||||
| 111 CHERRY STREET | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $1,000 |
| NEW CANAAN FIRE CO #1 | |||||||
| 60 MAIN STREET | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $100 |
| STAYING PUT IN NEW CANAAN | |||||||
| PO BOX 484 | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $100 |
| FAMILY CENTERS | |||||||
| 40 ARCH ST PO BOX 7550 | GREENWICH | CT | 06836 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $2,500 |
| MARYVILLE COLLEGE | |||||||
| 502 E LAMAR ALEXANDER PKWY | MARYVILLE | TN | 37804 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $1,000 |
| NEW CANAAN EMS | |||||||
| 182 SOUTH AVENUE | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| OPERATIONAL FUEL | |||||||
| 75 CHARTER OAK AVE 2-240 | HARTFORD | CT | 06106 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $100 |
| WAVENY CARE CENTER | |||||||
| 3 FARM ROAD | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $1,000 |
| STAMFORD HOSPITAL FOUNDATION | |||||||
| 1351 WASHINGTON BLVD STE 202 | STAMFORD | CT | 06902 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $10,000 |
| THE RIDGEFIELD THEATER BARN | |||||||
| 37 HALPIN LN | RIDGEFIELD | CT | 06877 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $10,000 |
| GATEWAY CENTER | |||||||
| 275 PRYOR ST | ATLANTA | GA | 30303 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $10,000 |
| NAT'L WWII MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $550 |
| NEW CANAAN BEAUTIFICATION LEAG | |||||||
| PO BOX 4 | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $450 |
| NEW ENGLAND AIR MUSEUM | |||||||
| 36 PERIMETER RD | WINDSOR LOCKS | CT | 06096 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| THE MYSTICS FDN | |||||||
| 34 BROADWAY | MYSTIC | CT | 06355 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| THE GLASS HOUSE | |||||||
| 199 ELM STREET | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| CONG CHURCH OF NEW CANAAN | |||||||
| 23 PARK ST | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $1,000 |
| SMART KIDS WITH LEARNING DISABILITIES | |||||||
| 161 EAST AVE STE 104 | NORWALK | CT | 06851 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| NEW CANAAN LAND TRUST | |||||||
| PO BOX 425 | NEW CANAAN | CT | 06840 | NOT APPLICABLE | 501C3 | UNRESTRICTED CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,900 | 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 | $1,108 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$56,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$13,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,399 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $1,075,415 | EOYBookValueAmt |
| EOYFMV | $1,030,379 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $56 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $162 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |