OMEARA FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OMEARA FOUNDATION INC (EIN 06-6034580)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-09-16
- IRS object ID
- 202432609349100223
- 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 Stock Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-16T14:47:39-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061149587 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAMS SAMARTINO & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 FARMINGTON AVE | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066034580 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'MEARA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OMEA | BusinessNameControlTxt |
| Phone | 8605632918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 290157 | AddressLine1Txt |
| City | WETHERSFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061090157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH S BRODA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8605632918 | PhoneNum |
| Signature | 2024-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE S BIDDICK CPA | PreparerPersonNm |
| PTIN | P01785970 | PTIN |
| Phone | 8605838675 | PhoneNum |
| Preparation | 2024-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,773,167 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $445,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $445,526 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $445,526 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $237,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $237,890 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $687,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $683,416 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $445,526 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,617 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $3,170 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,769 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,972 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $392 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,874 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $50,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $432,564 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $432,564 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $483,358 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $204,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $683,416 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $445,526 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $232,504 | CashBOYAmt |
| Cash EOY | $472,472 | CashEOYAmt |
| Cash EOYFMV | $472,472 | CashEOYFMVAmt |
| Corporate Stock BOY | $400,029 | CorporateStockBOYAmt |
| Corporate Stock EOY | $366,007 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,300,695 | CorporateStockEOYFMVAmt |
| Land Bldg Investments BOY | $7,696 | LandBldgInvestmentsBOYAmt |
| Total Assets BOY | $640,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $838,479 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,773,167 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $486 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,276 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $11,044 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $11,530 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,276 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $628,699 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $836,203 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $628,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $836,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $640,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $838,479 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $628,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $204,158 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,346 | OtherIncreasesAmt |
| Subtotal | $836,203 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $836,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COCA COLA | P | 2014-10-15 | 2023-07-07 | $9,991 | $7,288 | $2,703 | $2,703 |
| JP MORGAN CHASE & CO | P | 2020-11-18 | 2023-11-27 | $34,793 | $26,734 | $8,059 | $8,059 |
| SALE OF 275 CONNECTICUT BLVD | P | 1974-05-30 | 2024-05-31 | $250,000 | $22,872 | $227,128 | $227,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $237,890 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,499 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,499 | SubtotalAmt |
| Tax Based On Investment Income | $9,499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,680 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,819 | TaxDueAmt |
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 | Yes (true) | 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 | LYNN DILLON | IndividualWithBooksNm |
| Phone | 8609444560 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PENWOOD LN | AddressLine1Txt |
| City | WETHERSFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06109 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEBORAH S BRODA | ||||||||
| 30 CRICKET LANE | DOBBS FERRY | NY | 10522 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CRAIG BLAIR | ||||||||
| 14 ISABEL CT | COLONIE | NY | 12205 | TREASURER | 000.00 | $0 | $0 | $0 |
| KATHERINE O'MEARA MCKERSIE | ||||||||
| 24 SINAWAY RD | COS COB | CT | 06807 | SECRETARY | 000.00 | $0 | $0 | $0 |
| STEVEN O'MEARA | ||||||||
| 42 VERA ST | WEST HARTFORD | CT | 06119 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,597,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,696 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,848,177 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,848,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,700,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $485,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $485,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,499 | TotalTaxAmt |
| Distributable Before Adj | $475,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,750 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $486,274 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $486,274 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,564 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $432,564 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $486,274 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $432,564 | QualifyingDistributionsAmt |
| Applied To Current Year | $432,564 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $53,710 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSUMPTION COLLEGE | ||||||
| 500 SALISBURY ST | WORCESTER | MA | 01609 | NC | STUDENT SCHOLARSHIP AWARDS | $6,000 |
| BATES COLLEGE | ||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| BENTLEY UNIVERSITY | ||||||
| 175 FOREST ST | WALTHAM | MA | 02452 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| BIOLA UNIVERSITY | ||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| BOSTON UNIVERSITY | ||||||
| COMMONWEALTH AVE | BOSTON | MA | 02215 | NC | STUDENT SCHOLARSHIP AWARDS | $1,500 |
| BRYANT UNIVERSITY | ||||||
| 1150 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | NC | STUDENT SCHOLARSHIP AWARDS | $3,500 |
| CAPITAL COMMUNITY COLLEGE | ||||||
| 950 MAIN ST | HARTFORD | CT | 06103 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| CHARTER OAK STATE COLLEGE | ||||||
| 185 MAIN ST | NEW BRITAIN | CT | 06051 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| CEDARVILLE UNIVERSITY | ||||||
| 251 N MAIN ST | CEDARVILLE | OH | 45314 | NC | STUDENT SCHOLARSHIP AWARDS | $3,500 |
| CENTRAL CONNECTICUT STATE | ||||||
| 1615 STANLEY ST | NEW BRITAIN | CT | 06050 | NC | STUDENT SCHOLARSHIP AWARDS | $43,250 |
| DENISON UNIVERSITY | ||||||
| 100 W COLLEGE ST | GRANVILLE | OH | 43023 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| DUQUESNE UNIVERSITY | ||||||
| 600 FORBES AVE | PITTSBURGH | PA | 15282 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| EASTERN CONNECTICUT STATE | ||||||
| 83 WINDHAM ST | WILLIMANTIC | CT | 06226 | NC | STUDENT SCHOLARSHIP AWARDS | $19,500 |
| ELMS COLLEGE | ||||||
| 291 SPRINGFIELD ST | CHICOPEE | MA | 01013 | NC | STUDENT SCHOLARSHIP AWARDS | $3,000 |
| FAIRFIELD UNIVERSITY | ||||||
| 1073 N BENSON RD | FAIRFIELD | CT | 06824 | NC | STUDENT SCHOLARSHIP AWARDS | $6,000 |
| FLORIDA GULF COAST UNIVERSITY | ||||||
| 10501 FGCU BLVD | FORT MYERS | FL | 33965 | NC | STUDENT SCHOLARSHIP AWARDS | $3,500 |
| FLORIDA STATE UNIVERSITY | ||||||
| 222 S COPELAND ST | TALLAHASSEE | FL | 32306 | NC | STUDENT SCHOLARSHIP AWARDS | $3,000 |
| FORDHAM UNIVERSITY | ||||||
| 441 E FORDHAM RD | BRONX | NY | 10458 | NC | STUDENT SCHOLARSHIP AWARDS | $4,500 |
| FRANCISCAN UNIV OF STEUBENVILLE | ||||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | NC | STUDENT SCHOLARSHIP AWARDS | $3,000 |
| FULL SAIL UNIVERSITY | ||||||
| 3300 UNIVERSITY BLVD | WINTER PARK | FL | 32792 | NC | STUDENT SCHOLARSHIP AWARDS | $1,500 |
| GEORGE WASHINGTON UNIVERSITY | ||||||
| 2121 I ST NW | WASHINGTON | DC | 20052 | NC | STUDENT SCHOLARSHIP AWARDS | $3,000 |
| GOODWIN COLLEGE | ||||||
| 1 RIVERSIDE DR | EAST HARTFORD | CT | 06118 | NC | STUDENT SCHOLARSHIP AWARDS | $1,500 |
| GORDON COLLEGE | ||||||
| 255 GRAPEVINE RD | WENHAM | MA | 01984 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| HAMPTON UNIVERSITY | ||||||
| 100 E QUEEN ST | HAMPTON | VA | 23669 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| HOFSTRA UNIVERSITY | ||||||
| 1000 HEMPSTEAD TPKE | HEMPSTEAD | NY | 11549 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| HOWARD UNIVERSITY | ||||||
| 2400 6TH ST NW | WASHINGTON | DC | 20059 | NC | STUDENT SCHOLARSHIP AWARDS | $10,500 |
| LASELL UNIVERSITY | ||||||
| 1844 COMMONWEALTH AVE | NEWTON | MA | 02466 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| LIBERTY UNIVERSITY | ||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | NC | STUDENT SCHOLARSHIP AWARDS | $1,500 |
| MANCHESTER COMMUNITY COLLEGE | ||||||
| GREAT PATH | MANCHESTER | CT | 06040 | NC | STUDENT SCHOLARSHIP AWARDS | $13,500 |
| MARIST COLLEGE | ||||||
| 3399 NORTH RD | POUGHKEEPSIE | NY | 12601 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| MERRIMACK COLLEGE | ||||||
| 315 TURNPIKE ST | NORTH ANDOVER | MA | 01845 | NC | STUDENT SCHOLARSHIP AWARDS | $5,000 |
| MITCHELL COLLEGE | ||||||
| 437 PEQUOT AVE | NEW LONDON | CT | 06320 | NC | STUDENT SCHOLARSHIP AWARDS | $3,000 |
| NEW HAMPSHIRE TECH | ||||||
| 31 COLLEGE DR | CONCORD | NH | 03301 | NC | STUDENT SCHOLARSHIP AWARDS | $2,500 |
| NICHOLS COLLEGE | ||||||
| 121 CENTER RD | DUDLEY | MA | 01571 | NC | STUDENT SCHOLARSHIP AWARDS | $2,500 |
| NORTH CAROLINA A&T | ||||||
| 1601 E MARKET ST | GREENSBORO | NC | 27411 | NC | STUDENT SCHOLARSHIP AWARDS | $1,500 |
| NORTHEASTERN UNIVERSITY | ||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NC | STUDENT SCHOLARSHIP AWARDS | $7,500 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| OBERLIN COLLEGE | ||||||
| 173 W LORAIN ST | OBERLIN | OH | 44074 | NC | STUDENT SCHOLARSHIP AWARDS | $2,500 |
| PALM BEACH ATLANTIC UNIVERSITY | ||||||
| 901 S FLAGLER DR | WEST PALM BEACH | FL | 33401 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| PENN STATE UNIVERSITY | ||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NC | STUDENT SCHOLARSHIP AWARDS | $3,500 |
| PROVIDENCE COLLEGE | ||||||
| 1 CUNNINGHAM SQ | PROVIDENCE | RI | 02918 | NC | STUDENT SCHOLARSHIP AWARDS | $8,000 |
| PURDUE UNIVERSITY GLOBAL | ||||||
| 2550 NORTHWESTERN AVE | WEST LAFAYETTE | IN | 47906 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| QUINNIPIAC UNIVERSITY | ||||||
| 275 MT CARMEL AVE | HAMDEN | CT | 06518 | NC | STUDENT SCHOLARSHIP AWARDS | $2,500 |
| RENSSELAER POLYTECHNIC | ||||||
| 110 8TH ST | TROY | NY | 12180 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| RHODE ISLAND COLLEGE | ||||||
| 600 MT PLEASANT AVE | PROVIDENCE | RI | 02908 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | NC | STUDENT SCHOLARSHIP AWARDS | $1,500 |
| ST BONAVENTURE UNIVERSITY | ||||||
| 3261 W STATE ST | ST BONAVENTURE | NY | 14778 | NC | STUDENT SCHOLARSHIP AWARDS | $5,000 |
| SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NC | STUDENT SCHOLARSHIP AWARDS | $2,500 |
| SALVE REGINA UNIVERSITY | ||||||
| 100 OCHRE POINT AVE | NEWPORT | RI | 02840 | NC | STUDENT SCHOLARSHIP AWARDS | $3,000 |
| SANTA CLARA UNIVERSITY | ||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NC | STUDENT SCHOLARSHIP AWARDS | $1,500 |
| SOUTHERN CONNECTICUT STATE | ||||||
| 501 CRESCENT ST | NEW HAVEN | CT | 06515 | NC | STUDENT SCHOLARSHIP AWARDS | $20,000 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | ||||||
| 2500 N RIVER RD | MANCHESTER | NH | 03106 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| SPRINGFIELD COLLEGE | ||||||
| 263 ALDEN ST | SPRINGFIELD | MA | 01109 | NC | STUDENT SCHOLARSHIP AWARDS | $8,500 |
| STONEHILL COLLEGE | ||||||
| 320 WASHINGTOIN ST | NORTH EASTON | MA | 02357 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| SYRACUSE UNIVERSITY | ||||||
| 900 S CROUSE AVE | SYRACUSE | NY | 13244 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| TUFTS UNIVERSITY | ||||||
| 419 BOSTON AVE | MEFORD | MA | 02155 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| THE OHIO STATE UNIVERSITY | ||||||
| 281 W LANE | COLUMBUS | OH | 43210 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| UNIVERSITY OF CONNECTICUT | ||||||
| 352 MANSFIELD RD | STORRS | CT | 06269 | NC | STUDENT SCHOLARSHP AWARDS | $93,000 |
| UMASS - AMHERST | ||||||
| 300 MASSACHUSETTS AVE | AMHERST | MA | 01003 | NC | STUDENT SCHOLARSHIP AWARDS | $6,000 |
| UMASS - BOSTON | ||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| UNIVERSITY OF CALIFORNIA - BERKELEY | ||||||
| UNIV AVE AND OXFORD ST | BERKELEY | CA | 94720 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| UNIVERSITY OF HARTFORD | ||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | NC | STUDENT SCHOLARSHIP AWARDS | $11,000 |
| UNIVERSITY OF RHODE ISLAND | ||||||
| 45 UPPER COLLEGE RD | KINGSTON | RI | 02881 | NC | STUDENT SCHOLARSHIP AWARDS | $4,500 |
| UNIVERSITY OF SAINT JOSEPH | ||||||
| 1678 ASYLUM AVE | WEST HARTFORD | CT | 06117 | NC | STUDENT SCHOLARSHIP AWARDS | $7,500 |
| UNIVERSITY OF ALABAMA | ||||||
| PO BOX 870120 | TUSCALOOSA | AL | 35487 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| UNIVERSITY OF KENTUCKY | ||||||
| 101 MAIN BUILDING | LEXINGTON | KY | 40506 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| UNIVERSITY OF NEW HAMPSHIRE | ||||||
| 105 MAIN ST | DURHAM | NH | 03824 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| UNIVERSITY OF NEW HAVEN | ||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| UNIVERSITY OF NORTH CAROLINA | ||||||
| SASB NORTH CB 2100 | CHAPEL HILL | NC | 27599 | NC | STUDENT SCHOLARSHIP AWARDS | $5,000 |
| UNIVERSITY OF NORTHERN COLORADO | ||||||
| 501 W 20TH ST | GREELEY | CO | 80639 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | NC | STUDENT SCHOLARSHIP AWARDS | $1,500 |
| UNIVERSITY OF SOUTH FLORIDA | ||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | NC | STUDENT SCHOLARSHIP AWARDS | $5,000 |
| UNIVERSITY OF TENNESSEE | ||||||
| 1331 CIRCLE PARK DR | KNOXVILLE | TN | 37996 | NC | STUDENT SCHOLARSHIP AWARDS | $2,000 |
| UNIVERSITY OF VERMONT | ||||||
| 570 MAIN ST | BURLINGTON | VT | 05405 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| VILLANOVA UNIVERSITY | ||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NC | STUDENT SCHOLARSHIP AWARDS | $1,000 |
| VIRGINIA TECH UNIVERSITY | ||||||
| 290 COLLEGE AVE | BLACKSBURG | VA | 24061 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| WESTERN NEW ENGLAND UNIVERSITY | ||||||
| 1215 WILBRAHAM RD | SPRINGFIELD | MA | 01119 | NC | STUDENT SCHOLARSHIP AWARDS | $3,500 |
| WORCESTER POLYTECHNIC INSTITUTE | ||||||
| 100 INSTITUTE RD | WORCESTER | MA | 01609 | NC | STUDENT SCHOLARSHIP AWARDS | $2,500 |
| WORCESTER STATE UNIVERSITY | ||||||
| 486 CHANDLER ST | WORCESTER | MA | 01602 | NC | STUDENT SCHOLARSHIP AWARDS | $4,000 |
| TUNXIS COMMUNITY COLLEGE | ||||||
| 271 SWAMP SCOTT RD | FARMINGTON | CT | 06032 | NC | STUDENT SCHOLARSHIP AWARDS | $814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $432,564 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $445,526 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $237,890 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $683,416 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $683,416 | TotalIncomeProducingActyAmt |
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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $5,769 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $366,007 | EOYBookValueAmt |
| EOYFMV | $10,300,695 | EOYFMVAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOANS FROM OFFICERS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | LOAN FROM OFFICER | TitleTxt |
| Loan Original | $11,044 | LoanOriginalAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| CREDIT CARD EXPENSE | $1,034 |
| INSURANCE EXPENSE | $271 |
| POSTAGE | $400 |
| REPAIRS AND MAINTENANCE | $340 |
| OFFICE EXPENSE | $55 |
| BANK CHARGES | $200 |
| UTILITIES | $574 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE LOAN WRITE OFF | Desc |
| Amt | $3,346 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,972 | Amt |