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BECKERER FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BECKERER FOUNDATION INC (EIN 06-1495830)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202431369349103413
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

FieldValueIRS element (for citing)
Return2024-05-15T12:47:36-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061495830EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BECKERER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% FRANK S BECKERER JRInCareOfNm
Business Name ControlBECKBusinessNameControlTxt
Phone2034533033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 HOLLAND AVENUEAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK S BECKERER JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2034533033PhoneNum
Signature2024-05-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFRANKPersonFirstNm
Person LastBECKERER JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,161,162FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$90,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,351InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,351InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,351InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$17,903DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,903DividendsNetInvstIncmAmt
Dividends Adj Net Incm$17,903DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,750NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,750GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,750CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$116,504TotalRevAndExpnssAmt
Total Net Invst Incm$26,004TotalNetInvstIncmAmt
Total Adj Net Incm$19,254TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$275TaxesRevAndExpnssAmt
Taxes Net Invst Incm$275TaxesNetInvstIncmAmt
Taxes Adj Net Incm$275TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$275TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$275TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$275TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$275TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,075TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$275TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$275TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$54,075TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,429ExcessRevenueOverExpensesAmt
Net Investment Income$25,729NetInvestmentIncomeAmt
Adjusted Net Income$18,979AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$169,923CashBOYAmt
Cash EOY$206,348CashEOYAmt
Cash EOYFMV$206,348CashEOYFMVAmt
Sav And Temp Cash Invst BOY$374,349SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$380,138SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$380,138SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$153,901CorporateStockBOYAmt
Corporate Stock EOY$162,934CorporateStockEOYAmt
Corporate Stock EOYFMV$298,871CorporateStockEOYFMVAmt
Corporate Bonds BOY$301,995CorporateBondsBOYAmt
Corporate Bonds EOY$313,177CorporateBondsEOYAmt
Corporate Bonds EOYFMV$275,805CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,000,168TotalAssetsBOYAmt
Total Assets EOY$1,062,597TotalAssetsEOYAmt
Total Assets EOYFMV$1,161,162TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,000,168CapitalStockBOYAmt
Capital Stock EOY$1,062,597CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,000,168TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,062,597TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,000,168TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,062,597TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,000,168TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,429ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,062,597SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,062,597TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$6,750CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$358InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$358SubtotalAmt
Tax Based On Investment Income$358TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Tax Due$358TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FRANK S BECKERER JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2033331412PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1165 HOLLAND AVENUEAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06605ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOAN BECKERER-JONES
27 TAYLOR BROOK LANEDERRYNH03038SECRETARY0.500$0
FRANK S BECKERER JR
1755 TUTTLE AVENUECHESHIRECT06410PRESIDENTTREASURER0.500$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$532,226AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$565,493AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,097,719TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,097,719AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,466CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,081,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,063MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,063MinimumInvestmentReturnAmt
Tax Based On Investment Income$358TaxBasedOnInvestmentIncomeAmt
Total Tax$358TotalTaxAmt
Distributable Before Adj$53,705DistributableBeforeAdjAmt
Distributable Before Ded$53,705DistributableBeforeDedAmt
Distributable As Adjusted$53,705DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,075ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$54,075QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,705DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32022PriorYear3Yr
Excess Distribution Cyov Yr5$988ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$640ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$725ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,353TotalExcessDistributionCyovAmt
Qualifying Distributions$54,075QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$54,075AppliedToCurrentYearAmt
Total Corpus$2,353TotalCorpusAmt
Undistributed Income CY-$370UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$988ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,365ExcessDistriCyovToNextYrAmt
Excess From Year2$640ExcessFromYear2Amt
Excess From Year1$725ExcessFromYear1Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFRANK S BECKERER JRContributingManagerNm
Contributing ManagerJOAN BECKERER-JONESContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIDGE ACADEMY
401 KOSSHUTH STREETBRIDGEPORTCT06608EDUCATION$4,300
ST ANNE'S PARISH
26 EMERSON AVENUEHAMPSTEADNH03841SUPPORT$5,000
ST ANNE'S FOOD PANTRY
26 EMERSON AVENUEHAMPSTEADNH03841SUPPORT$6,000
SHAKE A LEG MIAMI
2620 SOUTBAY SHORE DRMIAMIFL33133SUPPORT$2,000
FRIENDS OF A BIG ISLAND POND
PO BOX 222HAMPSTEADNH03841SUPPORT$2,000
CATHOLIC CHARITIES OF NH
PO BOX 686MANCHESTERNH03105SUPPORT$2,000
ST LAWRENCE UNIVERSITY
22 ROMODA DRIVECANTONNY13617EDUCATION$4,500
THE SMILE TRAIN
633 THIRD AVENUENEW YORKNY10017SUPPORT$1,000
AMERICAN HUMANE ASSOCIATION
1399 16TH ST NW ST 360WASHINGTONDC20036SUPPORT$1,000
CHESHIRE FIRE DEPARTMENT
250 MAPLE AVENUECHESHIRECT06410SUPPORT$1,000
FAIRFIELD COLLEGE PREPARATORY
1097 NORTH BENSON RDFAIRFIELDCT06824EDUCATION$2,000
FAIRFIELD UNIVERSITY
1073 NORTH BENSON RDFAIRFIELDCT06824EDUCATION$2,000
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY ROAD DRIVETAMPAFL33607SUPPORT$2,000
ST JUDE CHILDREN HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105SUPPORT$2,000
BOYS TOWN
PO BOX 8000BOYS TOWNNE68010SUPPORT$1,000
YALE NEW HAVEN HOSPITAL
769 HOWARD AVENEW HAVENCT06504SUPPORT$1,000
RENSEELEAR POLYTECHNIC INSTITUTE
PO BOX 3164BOSTONMA02241EDUCATION$2,000
MIDSTATE MEDICAL CENTER
435 LEWIS AVENUEMERIDENCT06451SUPPORT$1,000
ST ANDREW SCHOOL
63 FEDERAL ROADBARRINGTONRI02806EDUCATION$4,000
THE SOUTHPORT SCHOOL
214 MAIN STREETSOUTHPORTCT06890EDUCATION$4,000
AMERICAN FRIENDS OF MAGEN DAVID AND ADOM
PO BOX 11597NEWARKNJ07101SUPPORT$2,000
WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVENW 7TH FLOORWASHINGTONDC20036SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,351ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,903ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,750ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,004ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,004TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
FRANK S BECKERER JR
11755 TUTTLE AVENUECHESHIRECT06410$12,500Yes (X)
JOAN BECKERER-JONES
227 TAYLOR BROOK LANEDERRYNH03038$12,000Yes (X)
BECKSON MARINE INC
3165 HOLLAND AVENUEBRIDGEPORTCT06605$24,000Yes (X)
BECKSON MANUFACTURING INC
4165 HOLLAND AVENUEBRIDGEPORTCT06605$12,000Yes (X)
BECKSON INDUSTRIAL PRODUCTS INC
51840 BOSTON POST ROADGUILFORDCT06437$30,000Yes (X)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmt
12132023
52095 BLUE CHIP GROWTH1999-01D2023-12$6,035$6,035
02032032
00250 FIDELITY ADVISOR2018-08D2032-02$144$144
12082023
173630 FIDELITY ADVISOR2018-08D2023-12$571$571

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE$181,433$152,827
SPECTRUM$92,541$84,671
NEW YORK BOND$25,898$25,043
FIDELITY ADVISOR INS$13,305$13,264

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLUE CHIP$68,870$179,114
ATT$6,731$3,031
COCACOLA$64,649$91,625
EXXON MOBIL CORP$7,825$8,698
GENERAL MILLS$14,840$15,959
WARNER BROTHERS DISCOVER$19$444

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX PAYMENTCategoryTxt
Amt$275Amt
Net Investment Income$275NetInvestmentIncomeAmt
Adjusted Net Income$275AdjustedNetIncomeAmt
Disbursements Charitable Prps$275DisbursementsCharitablePrpsAmt