RICHARD & ELAINE ADES FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD & ELAINE ADES FAMILY FOUNDATION INC (EIN 06-1628570)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-12
- IRS object ID
- 202431649349100013
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-12T13:51:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HAMDEN CTR 2319 WHITNEY AVE STE | AddressLine1Txt |
| Address Line2 | 2A | AddressLine2Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | 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 | 061628570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD & ELAINE ADES FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2037722600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 WHITNEY AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ADES | PersonNm |
| Person Title | PARTNER | PersonTitleTxt |
| Phone | 2037722600 | PhoneNum |
| Signature | 2024-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | ADES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | MICHAEL PYNE | PreparerPersonNm |
| PTIN | P00172152 | PTIN |
| Phone | 2033972525 | 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 | $154,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,145 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,943 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,943 | 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 |
| Accounting Fees Rev And Expnss | $3,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,573 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,572 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,345 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,277 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,370 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,651 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,651 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $146,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $129,198 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,558 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,765 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,764 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,863 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $180,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $154,072 | 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 | $180,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $165,613 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $180,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $165,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $180,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $180,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $165,613 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $165,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T INC | P | 2011-08-11 | 2023-05-03 | $8,435 | $10,858 | -$2,423 | -$2,423 |
| CARRIER GLOBAL CORP | P | 2016-05-25 | 2023-09-01 | $8,518 | $2,847 | $5,671 | $5,671 |
| ISHARES IBOXX & | P | 2012-01-17 | 2023-07-25 | $10,615 | $11,572 | -$957 | -$957 |
| PIMCO FDS PAC INVT | P | 2014-05-30 | 2023-09-01 | $984 | $1,211 | -$227 | -$227 |
| PFIZER INCORPORATED | P | 2016-04-08 | 2023-11-28 | $11,078 | $11,709 | -$631 | -$631 |
| PIMCO FDS PAC INVT | P | 2003-05-05 | 2023-09-01 | $9,009 | $10,715 | -$1,706 | -$1,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80 | 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 | $80 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19 | OverpaymentAmt |
| Applied To ES Tax | $19 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD L ADES | IndividualWithBooksNm |
| Phone | 5616272420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2224 DEVONSHIRE WAY | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD L ADES | ||||||||
| 2224 DEVONSHIRE WAY | PALM BEACH GARDENS | FL | 33418 | PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| ELAINE S ADES | ||||||||
| 2224 DEVONSHIRE WAY | PALM BEACH GARDENS | FL | 33418 | VICE PRESIDENT, SECRETARY | 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 | $155,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $164,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $164,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $161,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61 | TotalTaxAmt |
| Distributable Before Adj | $8,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,026 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,277 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,277 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,043 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,502 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,547 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,456 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,439 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,277 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,026 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,251 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,238 | 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 | $6,043 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,502 | ExcessFromYear4Amt |
| Excess From Year3 | $24,547 | ExcessFromYear3Amt |
| Excess From Year2 | $9,456 | ExcessFromYear2Amt |
| Excess From Year1 | $20,439 | ExcessFromYear1Amt |
| Excess From Current Year | $14,251 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD L ADES | ContributingManagerNm |
| Contributing Manager | ELAINE S ADES | ContributingManagerNm |
| Shareholder Manager | RICHARD L ADES | ShareholderManagerNm |
| Shareholder Manager | ELAINE S ADES | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADL | ||||||||
| 1952 WHITNEY AVE 6 | HAMDEN | CT | 06517 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $360 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 607 MAIN AVE | NORWALK | CT | 06851 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| AMERICAN CIVIL LIBERTIES UNION OF CONNECTICUT (ACLU-CT) | ||||||||
| 765 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| BALLENISLES CHARITIES FOUNDATION | ||||||||
| 100 BALLENISLES CIRCLE | PALM BEACH GARDENS | FL | 33418 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $40 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $60 | |
| B'NAI JACOB | ||||||||
| 75 RIMMON ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $118 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| CONSTRUCTION EDUCATION CENTER | ||||||||
| 35A ROBERT JACKSON WAY | PLAINVILLE | CT | 06062 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| INSIGHT THROUGH EDUCATION | ||||||||
| PO BOX 33054 | PALM BEACH GARDENS | FL | 33420 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $544 | |
| JEWISH FEDERATION OF GREATER NEW HAVEN | ||||||||
| 360 AMITY RD SUITE 201 | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 | |
| JEWISH FEDERATION OF PA COUNTY | ||||||||
| TWO COMMERCE SQUARE 2001 MARKET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $13,000 | STREET SUITE 2300 |
| MACULAR DEGENERATION RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $300 | |
| NATIONAL MS SOCIETY | ||||||||
| 659 TOWER AVE | HARTFORD | CT | 06112 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| SPECIAL OLYMPICS | ||||||||
| 2600 VIRGINIA AVE NW 11TH FLOOR | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $33 | |
| TEMPLE BETH AM | ||||||||
| 2250 CENTRAL BLVD | JUPITER | FL | 33458 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,300 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| THE ADELE MARIE BRADLEY FOUNDATION SCHOLARSHIP | ||||||||
| 61 PINEHILL TRAIL EAST | TEQUESTA | FL | 33469 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| EDUCATION FOUNDATION OF MARTIN COUNTY | ||||||||
| 1650 S KANNER HWY 212 | STUART | FL | 34994 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 20 BATTERSON PARK RD 302 | FARMINGTON | CT | 06032 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 | |
| BOYS TOWN | ||||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| MEALS ON WHEELS | ||||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| PHILANTHROPY TANK | ||||||||
| 9858 CLINT MOORE ROAD | BOCA RATON | FL | 33496 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| NATIONAL BRAIN TUMOR SOCIETY | ||||||||
| 55 CHAPEL ST | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 | |
| ST ANN CATHOLIC CHURCH | ||||||||
| 310 N OLIVE AVE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| BANNER LEARNING | ||||||||
| 315 SE MIZNER BLVD STE 207 | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| VITA NOVA | ||||||||
| 2724 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,705 | 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 | $5,943 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$273 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,670 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,145 | Amt |
| Net Investment Income | $1,573 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,572 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO | BondNm |
| EOY Book Value | $26,764 | EOYBookValueAmt |
| EOYFMV | $24,863 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO | StockNm |
| EOY Book Value | $129,198 | EOYBookValueAmt |
| EOYFMV | $119,558 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |