ELLIOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ELLIOTT FAMILY FOUNDATION INC (EIN 20-2025290)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202403119349101725
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T17:43:16-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134146129 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIACENTE & STANO CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 CHURCH ST STE 207 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 106011911 | 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 | 202025290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLI | BusinessNameControlTxt |
| Phone | 9146494919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 DAVID RD | AddressLine1Txt |
| City | SOMERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10589 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ELLIOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9146494919 | PhoneNum |
| Signature | 2024-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A PIACENTE | PreparerPersonNm |
| PTIN | P00002278 | PTIN |
| Phone | 9149493900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,107,338 | 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 | $50,811 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $358 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $358 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,429 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $230,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,727 | 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 | $8,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,028 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,028 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,130 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $226,397 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $226,397 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,426 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $195,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $180,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $180,552 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $98,124 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $147,690 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,475 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,919,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,793,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,704,071 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $33,968 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $83,968 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $73,240 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,314,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,205,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,107,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,314,945 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,205,944 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,314,945 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,205,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,314,945 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,205,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,314,945 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,292,803 | SubtotalAmt |
| Other Decreases | $86,859 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,205,944 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALESFORCE INC-100 SHS | P | 2020-12-16 | 2023-01-11 | $14,576 | $22,374 | -$7,798 | -$7,798 |
| CVS HEALTH CORP-400 SHS | P | 2020-01-24 | 2023-04-12 | $30,000 | $28,465 | $1,535 | $1,535 |
| NOVO-NORDISK-250 SHS | D | 2012-12-11 | 2023-04-14 | $42,123 | $2,697 | $39,426 | $39,426 |
| VERIZON COMMUNICATION-263 SHS | P | 2014-02-28 | 2023-07-20 | $8,855 | $12,654 | -$3,799 | -$3,799 |
| KENVUE INC-CASH IN LIEU | P | 2006-12-20 | 2023-08-25 | $12 | $1 | $11 | $11 |
| GENERAL MILLS INC-200 SHS | P | 2020-12-31 | 2023-08-30 | $13,656 | $11,638 | $2,018 | $2,018 |
| GENERAL MILLS INC-100 SHS | P | 2021-03-12 | 2023-08-30 | $6,828 | $5,856 | $972 | $972 |
| STATE STREET CORP-500 SHS | D | 2007-09-04 | 2023-08-30 | $34,205 | $4,365 | $29,840 | $29,840 |
| US TREASURY - 50,000 | P | 2022-09-16 | 2023-09-07 | $50,000 | $50,000 | $0 | $0 |
| VERALTO CORP-CASH IN LIEU-.3333 SHS | P | 2019-11-21 | 2023-10-17 | $25 | $3 | $22 | $22 |
| VERALTO CORP-66.3333 SHS | P | 2019-11-21 | 2023-10-17 | $4,885 | $530 | $4,355 | $4,355 |
| VERALTO CORP-66.6666 SHS | P | 2020-09-16 | 2023-10-17 | $4,910 | $533 | $4,377 | $4,377 |
| US TREASURY - 50,000 | P | 2023-06-29 | 2023-12-15 | $50,000 | $50,000 | $0 | $0 |
| LINDE PLC-100 SHS | D | 2013-12-11 | 2023-08-30 | $38,692 | $16,345 | $22,347 | $22,347 |
| CAPITAL GAINS DIVIDENDS | P | $16,123 | $16,123 | $16,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,429 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,597 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,597 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,461 | OverpaymentAmt |
| Applied To ES Tax | $2,461 | 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 | NY | 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 | DAVID ELLIOTT | IndividualWithBooksNm |
| Phone | 9146494919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 S CANAAN RD APT 302 | AddressLine1Txt |
| City | CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06018 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ELLIOTT | ||||||||
| 77 S CANAAN RD APT 302 | CANAAN | CT | 06018 | DIRECTOR-PRESIDENT | 5.00 | $0 | $0 | $0 |
| MATTHEW ELLIOTT | ||||||||
| 94 BONAIR HILL RD | TOLLAND | CT | 06084 | DIRECTOR-VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| SARAH ELLIOTT GUNDERSON | ||||||||
| 76A LINCOLN CITY RD | SALISBURY | CT | 06068 | DIRECTOR-TREASURER | 5.00 | $0 | $0 | $0 |
| JENNIFER ELLIOTT BROOKS | ||||||||
| 1 DAVID RD | SOMERS | NY | 10589 | DIRECTOR-SECRETARY | 5.00 | $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 | $3,843,914 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,916,498 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,916,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,857,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,136 | TotalTaxAmt |
| Distributable Before Adj | $190,752 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $190,752 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $190,752 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $226,397 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,752 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,506 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,397 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,506 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $45,861 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID ELLIOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 S CANAAN RD APT 302 | AddressLine1Txt |
| City | CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9146494919 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHAMPLAIN COLLEGE | |||||||
| 163 WILLARD ST PO BOX 670 | BURLINGTON | VT | 054020670 | NONE | PC | EDUCATION | $20,000 |
| BENTLEY UNIVERSITY | |||||||
| 175 FOREST ST | WALTHAM | MA | 02452 | NONE | PC | EDUCATION | $20,000 |
| TOWSON UNIVERSITY | |||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | PC | EDUCATION | $20,000 |
| CANAAN ELEMENTARY SCHOOL STUDENT ACTIVITY FD | |||||||
| 1 SCHOOL RD | NEW CANAAN | CT | 06840 | NONE | PC | EDUCATION | $2,000 |
| SAVANNAH COLLEGE OF ART & DESIGN | |||||||
| 516 DRAYTON ST | SAVANNAH | GA | 31401 | NONE | PC | EDUCATION | $19,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 1 SCHOOL RD | BOSTON | MA | 11111 | NONE | PC | EDUCATION | $11,991 |
| NORTH CANAAN AMBULANCE CORP | |||||||
| PO BOX 178 | CANAAN | CT | 06018 | NONE | PC | COMMUNITY WELFARE | $1,000 |
| BARTH SYNDROME FOUNDATION | |||||||
| PO BOX 419264 | BOSTON | MA | 022419264 | NONE | PC | WELFARE | $1,000 |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | NONE | PC | EDUCATION | $16,000 |
| ROGER WILLIAMS UNIVERSITY | |||||||
| PO BOX 4110 | WOBURN | MA | 018884110 | NONE | PC | EDUCATION | $8,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST SUITE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATION | $10,000 |
| COASTAL CAROLINA UNIVERSITY | |||||||
| 104 INDEPENDENCE DR PO BOX 261954 | CONWAY | SC | 295286054 | NONE | PC | EDUCATION | $13,300 |
| SUNY COBLESKILL | |||||||
| 106 SUFFOLK CIRCLE | COBLESKILL | NY | 12043 | NONE | PC | EDUCATION | $7,000 |
| THE CORNER FOOD PANTRY | |||||||
| 80 SHARON RD NORTH EAST | LAKEVILLE | CT | 06039 | NONE | PC | WELFARE | $1,000 |
| THE CULINARY INSTITUTE OF AMERICA | |||||||
| 1946 CAMPUS DR | HYDE PARK | NY | 12538 | NONE | PC | EDUCATION | $23,106 |
| THE LITTLE GUILD | |||||||
| 285 SHARON GOSHEN RD | WEST CORNWALL | CT | 06736 | NONE | PC | ANIMAL WELFARE | $1,000 |
| THE SALISBURY ASSOCIATION | |||||||
| 24 MAIN ST | SALISBURY | CT | 06068 | NONE | PC | PRESERVATION MUSEUM | $10,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 233 GLENBROOK RD UNIT 4100 | STORRS | CT | 06269 | NONE | PC | EDUCATION | $12,000 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | NONE | PC | EDUCATION | $12,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PC | EDUCATION | $6,000 |
| WESTFIELD STATE UNIVERSITY | |||||||
| 577 WESTERN AVE | WESTFIELD | MA | 01086 | NONE | PC | EDUCATION | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $226,397 | 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 | $358 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,940 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $179,727 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,727 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID ELLIOTT | |||||||
| 1 | 77 S CANAAN RD APT 302 | CANAAN | CT | 06018 | $25,406 | Yes (X) | Yes (X) |
| JEANNE ELLIOTT | |||||||
| 2 | 77 S CANAAN RD APT 302 | CANAAN | CT | 06018 | $25,405 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | NOVO-NORDISK 125 SHARESMICROSOFT CORP 32.5 SHARES | $25,406 | 2023-11-24 |
| 2 | NOVO-NORDISK 125 SHARESMICROSOFT CORP. 32.5 SHARES | $25,405 | 2023-11-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,875 | Amt |
| Net Investment Income | $8,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REIT | $33,968 | $23,038 |
| CD | $50,000 | $50,202 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $1,410,462 | $3,031,380 |
| MUTUAL FUNDS | $326,587 | $576,653 |
| EXCHANGE TRADED FUNDS | $56,685 | $96,038 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $147,690 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $149,475 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES IN COST BASIS AND MARKET VALUE OF DONATED SECURITIES | Desc |
| Amt | $86,859 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARLES SCHWAB-ADVISOR FEES | $15,881 | $15,881 | $0 |
| ADR FEE-ROCHE HLDG AG | $90 | $90 | $0 |
| ADR FEE-NOVO-NORDISK | $37 | $37 | $0 |
| ADR FEE-NESTLE | $14 | $14 | $0 |
| ADR FEE-UNILEVER | $6 | $6 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,130 | $1,130 | $0 |
| FEDERAL TAXES | $0 | $0 | $0 |