ANTONACCI FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANTONACCI FAMILY FOUNDATION (EIN 06-1414354)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202443119349100204
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T07:39:07-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | 061414354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANTONACCI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOR CHARITABLE GIVING INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTO | BusinessNameControlTxt |
| Phone | 8607463242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 TAYLOR ROAD | AddressLine1Txt |
| City | ENFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK ANTONACCI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8607463242 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| 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 | $19,923,394 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,873 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,873 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $171,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $757,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,083 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$189,660 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$159,187 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,132,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,318 | 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 |
| Legal Fees Rev And Expnss | $437 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $437 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $21,349 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,349 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $449 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $269 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $687,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $687,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $717,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $688,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,415,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,596 | CashBOYAmt |
| Cash EOY | $113,729 | CashEOYAmt |
| Cash EOYFMV | $113,729 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,467,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,857,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,857,273 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $545,922 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $545,922 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $545,922 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,689,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,245,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,245,239 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,415,390 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,161,231 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,161,231 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,832,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,923,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,923,394 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,832,038 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,923,394 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,832,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,923,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,832,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,923,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,832,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,415,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,675,613 | OtherIncreasesAmt |
| Subtotal | $19,923,394 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,923,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN FROM PASS THRU INVESTMENTS | P | $12,970 | $12,970 | $12,970 | |
| PUBLICLY TRADED SECURITIES | $744,219 | $98,113 | $98,113 | $646,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,083 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | 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 | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $430 | OverpaymentAmt |
| Applied To ES Tax | $430 | 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 | FRANK ANTONACCI | IndividualWithBooksNm |
| Phone | 8607463242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 TAYLOR ROAD | AddressLine1Txt |
| City | ENFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06082 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK ANTONACCI | ||||||||
| 555 TAYLOR ROAD | ENFIELD | CT | 06082 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GERALD ANTONACCI | ||||||||
| 555 TAYLOR ROAD | ENFIELD | CT | 06082 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| FRANK M ANTONACCI | ||||||||
| 555 TAYLOR ROAD | ENFIELD | CT | 06082 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ED SPINELLA ESQ | ||||||||
| 555 TAYLOR ROAD | ENFIELD | CT | 06082 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GUY ANTONACCI | ||||||||
| 555 TAYLOR ROAD | ENFIELD | CT | 06082 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER ANTONACCI | ||||||||
| 555 TAYLOR ROAD | ENFIELD | CT | 06082 | DIRECTOR | 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 | $12,511,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,701,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,707,173 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,920,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,920,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,651,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $882,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $882,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,970 | TotalTaxAmt |
| Distributable Before Adj | $880,603 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $880,603 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $880,603 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $688,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $688,168 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $880,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $777,620 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $15,277 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $792,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $688,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $688,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $192,435 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $192,435 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $600,462 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $600,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $585,185 | ExcessFromYear3Amt |
| Excess From Year1 | $15,277 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALEX FISHER FOUNDATION | |||||||
| 30 POST ROAD | ENFIELD | CT | 06082 | PC | GENERAL SUPPORT | $500 | |
| ALL SAINTS CHURCH | |||||||
| 25 SCHOOL STREET PO BOX M | SOMERSVILLE | CT | 060720913 | PC | GENERAL SUPPORT | $5,000 | |
| ALS UNITED CONNECTICUT | |||||||
| 4 OXFORD ROAD SUITE E4 | MILFORD | CT | 06460 | PC | GENERAL SUPPORT | $5,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 200 EXECUTIVE BLVD S 4B | SOUTHINGTON | CT | 06489 | PC | GENERAL SUPPORT | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 4002012 | DES MOINES | IA | 503402012 | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN INTERNATIONAL COLLEGE | |||||||
| 1000 STATE STREET | SPRINGFIELD | MA | 01109 | PC | GENERAL SUPPORT | $10,000 | |
| ANNUAL CATHOLIC APPEAL | |||||||
| 331 MAIN STREET FLOOR 2 | NORWICH | CT | 06360 | PC | GENERAL SUPPORT | $20,000 | |
| BAY PATH UNIVERSITY | |||||||
| 588 LONGMEADOW STREET | LONGMEADOW | MA | 01106 | PC | GENERAL SUPPORT | $5,000 | |
| BAYSTATE HEALTH FOUNDATION | |||||||
| 280 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | PC | GENERAL SUPPORT | $30,000 | |
| CAMP QUINEBAUG | |||||||
| 86 LAKE ROAD | DAYVILLE | CT | 06241 | PC | GENERAL SUPPORT | $500 | |
| CHARLOTTE HUNGERFORD HOSPITAL | |||||||
| 80 SEYMOUR ST PO BOX 5037 | HARTFORD | CT | 06102 | PC | GENERAL SUPPORT | $5,000 | |
| CHARTER OAK HEALTH CENTER INC | |||||||
| 21 GRAND STREET | HARTFORD | CT | 06106 | PC | GENERAL SUPPORT | $1,000 | |
| CHRISTINAS HOUSE | |||||||
| 38 MADISON AVENUE | SPRINGFIELD | MA | 01105 | PC | GENERAL SUPPORT | $750 | |
| CISA - COMM INVOLVED IN SUSTAINING AGRICULTURE | |||||||
| 1 SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | PC | GENERAL SUPPORT | $2,500 | |
| CITYSPACE INC | |||||||
| 50 PAYSON AVE | EASTHAMPTON | MA | 01027 | PC | GENERAL SUPPORT | $2,500 | |
| CONNECTICUT RIVER CONSERVANCY | |||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | PC | GENERAL SUPPORT | $5,000 | |
| CSMG INC | |||||||
| 975 MIDDLE STREET UNIT G | MIDDLETOWN | CT | 06457 | PC | GENERAL SUPPORT | $2,500 | |
| CURE RARE DISEASE | |||||||
| 8 GAYLEA DRIVE | BRANFORD | CT | 06405 | PC | GENERAL SUPPORT | $5,300 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BROOKLINE | MA | 02445 | PC | GENERAL SUPPORT | $9,000 | |
| DETECTOGETHER | |||||||
| 53 OTIS STREET | WESTBOROUGH | MA | 01581 | PC | GENERAL SUPPORT | $1,000 | |
| DIGNITY GROWS INC | |||||||
| 40 WOODLAND STREET | HARTFORD | CT | 06105 | PC | GENERAL SUPPORT | $2,500 | |
| EASTERN STATES EXPOSITION FOUNDATION | |||||||
| 1305 MEMORIAL AVENUE | WEST SPRINGFIELD | MA | 01089 | PC | GENERAL SUPPORT | $25,000 | |
| ELEEF | |||||||
| PO BOX 1011 | EAST LONGMEADOW | MA | 01028 | PC | GENERAL SUPPORT | $3,000 | |
| ENFIELD FAMILY RESOURCE CENTER | |||||||
| 1010 ENFIELD ST | ENFIELD | CT | 06082 | PC | GENERAL SUPPORT | $10,000 | |
| ENFIELD LOAVES & FISHES INC | |||||||
| 23 NORTH MAIN ST PO BOX 544 | ENFIELD | CT | 06083 | PC | GENERAL SUPPORT | $5,000 | |
| ENFIELD SAFE HARBOR FOR THE HOMELESS | |||||||
| PO BOX 165 | ENFIELD | CT | 06083 | PC | GENERAL SUPPORT | $1,000 | |
| FAYETTE ALLIANCE | |||||||
| 603 W SHORT STREET | LEXINGTON | KY | 40508 | PC | GENERAL SUPPORT | $25,000 | |
| FIDELCO GUIDE DOG FOUNDATION INC | |||||||
| PO BOX 150522 | HARTFORD | CT | 06115 | PC | GENERAL SUPPORT | $3,500 | |
| FOOD BANK OF WESTERN MASSACHUSETTS | |||||||
| 25 CAREW ST | CHICOPEE | MA | 01020 | PC | GENERAL SUPPORT | $20,000 | |
| FOREST PARK ZOOLOGICAL SOCIETY | |||||||
| PO BOX 80295 | SPRINGFIELD | MA | 01138 | PC | GENERAL SUPPORT | $1,000 | |
| FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS | |||||||
| 92 HOPMEADOW STREET | WEATOGUE | CT | 06089 | PC | GENERAL SUPPORT | $5,000 | |
| FOUNDATION FOR TJO ANIMALS | |||||||
| 66 INDUSTRY AVE SUITE 3 | SPRINGFIELD | MA | 01104 | PC | GENERAL SUPPORT | $500 | |
| FRIENDS OF RECREATION | |||||||
| 515 SHAKER RD | EAST LONGMEADOW | MA | 01028 | PC | GENERAL SUPPORT | $250 | |
| FRIENDS OF YORK UNIVERSITY INC | |||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 200062423 | PC | GENERAL SUPPORT | $10,000 | |
| GIRLS FOR TECHNOLOGY | |||||||
| 20 CHURCH STREET FL 17 | HARTFORD | CT | 06103 | PC | GENERAL SUPPORT | $10,000 | |
| GOSNOLD | |||||||
| 200 TER HEUN DRIVE | FALMOUTH | MA | 02540 | PC | GENERAL SUPPORT | $5,000 | |
| GREATER WTBY INTERFAITH MINISTRIES INC | |||||||
| 770 EAST MAIN STREET | WATERBURY | CT | 06702 | PC | GENERAL SUPPORT | $2,500 | |
| HAMPDEN WILBRAHAME REG SCHOOL DIST | |||||||
| 621 MAIN ST | WILBRAHAM | MA | 01095 | PC | GENERAL SUPPORT | $250 | |
| HARNESS HORSE YOUTH FOUNDATION | |||||||
| 2711 FRIAR TUCK ROAD | ANDERSON | IN | 46013 | PC | GENERAL SUPPORT | $5,000 | |
| HARTFORD MULTINATIONAL LIONS CLUB | |||||||
| 237 HIGH PATH ROAD | WINDOSR | CT | 06095 | PC | GENERAL SUPPORT | $1,000 | |
| HOMES FOR THE BRAVE | |||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06604 | PC | GENERAL SUPPORT | $1,000 | |
| IALCEF | |||||||
| 3254 TORRINGTON STREET | TORRINGTON | CT | 06790 | PC | GENERAL SUPPORT | $5,000 | |
| INTERNATIONAL CATHOLIC | |||||||
| PO BOX 628 | SOMERS | CT | 06071 | PC | GENERAL SUPPORT | $5,000 | |
| JEWISH FEDERATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVE SUITE C | WEST HARTFORD | CT | 06117 | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH FEDERATION OF WESTERN MASS | |||||||
| 1160 DICKINSON ST | SPRINGFIELD | MA | 011083122 | PC | GENERAL SUPPORT | $10,000 | |
| JOE TORRE FOUNDATION | |||||||
| PO BOX 15731 | WILMINGTON | DE | 19886 | PC | GENERAL SUPPORT | $5,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 156 S FLAGG ST | WORCESTER | MA | 01602 | PC | GENERAL SUPPORT | $2,500 | |
| LINK TO LIBRARIES INC | |||||||
| 2 WILBRAHAM ROAD | HAMPDEN | MA | 01036 | PC | GENERAL SUPPORT | $3,000 | |
| LITTLE SISTERS OF THE POOR | |||||||
| 1365 ENFIELD STREET | ENFIELD | CT | 06082 | PC | GENERAL SUPPORT | $5,000 | |
| LYME ART ASSOCIATION | |||||||
| 90 LYME STREET | OLD LYME | CT | 06371 | PC | GENERAL SUPPORT | $1,500 | |
| MAKE A WISH NEW HAMPSHIRE | |||||||
| 814 ELM ST SUITE 300 | MANCHESTER | NH | 03101 | PC | GENERAL SUPPORT | $1,000 | |
| MANCHESTER COMMUNITY COLLEGE | |||||||
| PO BOX 1046 | MANCHESTER | CT | 06045 | PC | GENERAL SUPPORT | $5,000 | |
| MANDELL JCC | |||||||
| 335 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | PC | GENERAL SUPPORT | $10,000 | |
| MARION WALSH SCHOLARSHIP FUND | |||||||
| PO BOX 28 | SOMERSVILLE | CT | 06072 | PC | GENERAL SUPPORT | $500 | |
| MARYS PLACE | |||||||
| 6 POQUONOCK AVENUE | WINDSOR | CT | 06095 | PC | GENERAL SUPPORT | $1,000 | |
| MEMORIAL SLOAN KETTERING | |||||||
| 633 THIRD AVE 5TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $10,000 | |
| MICHAEL E SIMMONS FOUNDATION | |||||||
| PO BOX 281041 | EAST HARTFORD | CT | 06128 | PC | GENERAL SUPPORT | $5,000 | |
| MIDWEST FOOD BANK | |||||||
| 200 FRIBERG PKWY SUITE 1000 | WESTBOROUGH | MA | 01518 | PC | GENERAL SUPPORT | $10,000 | |
| MIRACLE LEAGUE WEST MASS | |||||||
| PO BOX 6684 | HOLYOKE | MA | 01040 | PC | GENERAL SUPPORT | $500 | |
| MOVE TO HEAL | |||||||
| 45 NE INDUSTRIAL ROAD | BRANFORD | CT | 06405 | PC | GENERAL SUPPORT | $5,000 | |
| NEW VOCATIONS | |||||||
| 719 DOLAN LANE | LEXINGTON | KY | 40511 | PC | GENERAL SUPPORT | $25,000 | |
| NUTMEG STATE GAMES | |||||||
| PO BOX 15731 | WILMINGTON | DE | 19886 | PC | GENERAL SUPPORT | $200 | |
| NY RACE TRACK CHAPLAINCY | |||||||
| PO BOX 37191 | ELMONT | NY | 11003 | PC | GENERAL SUPPORT | $2,500 | |
| PATHLIGHT | |||||||
| 220 BROOKDALE DRIVE | SPRINGFIELD | MA | 011043210 | PC | GENERAL SUPPORT | $300 | |
| PIONEER VALLEY CHRISTIAN ACADEMY | |||||||
| 965 PLUMTREE RD | SPRINGFIELD | MA | 01119 | PC | GENERAL SUPPORT | $2,500 | |
| PMC- JIMMY FUND | |||||||
| 22 AVONDALE ROAD | WEST HARTFORD | CT | 06117 | PC | GENERAL SUPPORT | $500 | |
| POLICE ACTIVITY LEAGUE OF WTBY | |||||||
| 64 DIVISION STREET | WATERBURY | CT | 06704 | PC | GENERAL SUPPORT | $25,000 | |
| POLICE UNITY TOUR | |||||||
| 12E GREAT MEADOW LANE | EAST HANOVER | NJ | 07936 | PC | GENERAL SUPPORT | $500 | |
| PRISON FELLOWSHIP | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | PC | GENERAL SUPPORT | $1,000 | |
| PURPLE HAZE STANDARDBRED | |||||||
| PO BOX 253 | OXFORD | NY | 13830 | PC | GENERAL SUPPORT | $2,500 | |
| QUINNIPIAC UNIVERSITY | |||||||
| 275 MT CARMEL AVE ATTN DEVELOPMENT | HAMDEN | CT | 065181908 | PC | GENERAL SUPPORT | $20,000 | OFFICE |
| RACHELS TABLE OF WESTERN MASSACHUSETTS | |||||||
| 1160 DICKINSON STREET | SPRINGFIELD | MA | 01108 | PC | GENERAL SUPPORT | $10,000 | |
| RONALD MCDONALD HOUSE CHARITY | |||||||
| 34 CHAPIN TERRACE | SPRINGFIELD | MA | 01107 | PC | GENERAL SUPPORT | $5,500 | |
| SAINT MARY'S HOSPITAL FOUNDATION | |||||||
| PO BOX 320635 | HARTFORD | CT | 061329901 | PC | GENERAL SUPPORT | $5,000 | |
| SCARECROW FESTIVAL | |||||||
| 154 HIGHLAND VIEW DRIVE | SOMERS | CT | 06071 | PC | GENERAL SUPPORT | $500 | |
| SISTERS OF ST JOSEPH | |||||||
| 577 CAREW STREET | SPRINGFIELD | MA | 01104 | PC | GENERAL SUPPORT | $5,000 | |
| SOMERS CULTURAL COMMISSION | |||||||
| 600 MAIN STREET | SOMERS | CT | 06071 | PC | GENERAL SUPPORT | $500 | |
| SOMERS EDUCATION FOUNDATION | |||||||
| 17 TWINBROOK DRIVE | SOMERS | CT | 06071 | PC | GENERAL SUPPORT | $10,000 | |
| SPRINGFIELD RESCUE MISSION | |||||||
| PO BOX 9045 | SPRINGFIELD | MA | 01102 | PC | GENERAL SUPPORT | $501 | |
| ST MARYS CATHOLIC CHURCH | |||||||
| 27 SOMERS ROAD | HAMPDEN | MA | 01036 | PC | GENERAL SUPPORT | $7,500 | |
| ST MICHAELS CATHOLIC CHURCH | |||||||
| 128 MAPLE STREET | EAST LONGMEADOW | MA | 01028 | PC | GENERAL SUPPORT | $5,000 | |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL SUPPORT | $1,000 | |
| ST LUKE CHURCH | |||||||
| 14 HILLSDALE DR | ELLINGTON | CT | 06029 | PC | GENERAL SUPPORT | $500 | |
| STANDARDBRED RETIREMENT FOUNDATION | |||||||
| PO BOX 312 | MILLSTONE TWP | NJ | 08535 | PC | GENERAL SUPPORT | $1,000 | |
| THE ALS ASSOCIATION | |||||||
| 440 ADAMS ST | MANCHESTER | CT | 06042 | PC | GENERAL SUPPORT | $1,500 | |
| THE COMMUNITY KITCHEN OF TORRINGTON | |||||||
| 220 PROSPECT STREET | TORRINGTON | CT | 06790 | PC | GENERAL SUPPORT | $1,000 | |
| THE DETACHABLE CONTAINER ASSOCIATION | |||||||
| 1703 LAURIE LANE | BELLEAIR | FL | 33756 | PC | GENERAL SUPPORT | $5,000 | |
| THE DREAM FOUNDATION | |||||||
| PO BOX 705 | VINELAND | NJ | 08362 | PC | GENERAL SUPPORT | $1,000 | |
| THE FRANCISCAN LIFE CENTER | |||||||
| 271 FINCH AVENUE | MERIDEN | CT | 06451 | PC | GENERAL SUPPORT | $5,000 | |
| THE GAMBINO MEDICAL & SCIENCE FOUNDATION | |||||||
| 2501 71ST STREET 2ND FLOOR ATTN | NORTH BERGEN | NJ | 07047 | PC | GENERAL SUPPORT | $3,500 | KITTY |
| THE HOUSE OF BREAD | |||||||
| 27 CHESTNUT STREET | HARTFORD | CT | 06120 | PC | GENERAL SUPPORT | $2,500 | |
| THE SHADOW FUND | |||||||
| 86 LAKE ROAD | DAYVILLE | CT | 06241 | PC | GENERAL SUPPORT | $1,000 | |
| THE UCONN FOUNDATION INC | |||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | PC | GENERAL SUPPORT | $10,000 | |
| TO LIFE | |||||||
| 2727 ROUTE 29 | MIDDLE GROVE | NY | 12850 | PC | GENERAL SUPPORT | $1,000 | |
| TRI-TOWN FOOTBALL BOOSTER CLUB | |||||||
| 11 GREENVIEW LANE | WINDSOR LOCKS | CT | 06096 | PC | GENERAL SUPPORT | $5,500 | |
| TRUSTEES OF BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | GENERAL SUPPORT | $30,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 235 S 33RD STREET | PHILEDELPHIA | PA | 19104 | PC | GENERAL SUPPORT | $35,000 | |
| UNITED STEEL FOUNDATION | |||||||
| 164 SCHOOL ST | EAST HARTFORD | CT | 06018 | PC | GENERAL SUPPORT | $6,000 | |
| UNITED WAY OF CENTRAL MA | |||||||
| 18 CHESTNUT STREET 5TH FLOOR | WORCESTER | MA | 01608 | PC | GENERAL SUPPORT | $30,000 | |
| UNIVERSITY OF CT FOUNDATION INC | |||||||
| 2095 HILLSIDE ROAD U-1173 | STORRS | CT | 06268 | PC | GENERAL SUPPORT | $2,500 | |
| UNIVERSITY OF SAINT JOSEPH | |||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | PC | GENERAL SUPPORT | $5,000 | |
| WHAT | |||||||
| 621 MAIN STREET | WILBRAHAM | MA | 01095 | PC | GENERAL SUPPORT | $2,500 | |
| WILBRAHAM & MONSON ACADEMY | |||||||
| 423 MAIN ST | WILBRAHAM | MA | 01095 | PC | GENERAL SUPPORT | $60,000 | |
| WILBRAHAM HAMPDEN SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 441 | WILBRAHAM | MA | 01095 | PC | GENERAL SUPPORT | $3,500 | |
| WREATHS ACROSS AMERICA | |||||||
| 54 KIMBERLY DR | ENFIELD | CT | 06082 | PC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $687,551 | 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 | $39,873 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,549 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,083 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS FROM PARTNERSHIP PASS THRUS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$30,473 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$159,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$30,473 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,318 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,845 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USA HAULING & RECYCLING | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MULLEN ROAD | AddressLine1Txt |
| City | ENFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT FIDELITY STOCKS | $10,296,308 | $10,296,308 |
| INVESTMENT KIMELMAN STOCKS | $1,860,269 | $1,860,269 |
| INVESTMENT - UBS HEDGE FUNDS | $1,088,662 | $1,088,662 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT HORIZON PARK APARTMENTS | AT COST | $137,883 | $137,883 |
| INVESTMENT- ADMIRAL MCM | AT COST | $63,379 | $63,379 |
| INVESTMENT - NEW VALLEY BANK | AT COST | $522,500 | $522,500 |
| INVESTMENT - VITALITY BIOPHARM | AT COST | $125,000 | $125,000 |
| INVESTMENT - ARORA ADVISORS | AT COST | $49,299 | $49,299 |
| INVESTMENT - ADMIRAL CW | AT COST | $179,365 | $179,365 |
| INVESTMENT - SHEM CREEK CAPITAL FUND V LLC | AT COST | $246,283 | $246,283 |
| INVESTMENT - US LIVING STRUCTURED FUND LP CLASS B | AT COST | $1 | $1 |
| INVESTMENT - US LIVING STRUCTURED FUND LP CLASS A | AT COST | $9,639 | $9,639 |
| INVESTMENT - ONE PARK ROAD INVESTORS LLC | AT COST | $244,082 | $244,082 |
| INVESTMENT - AB FINANCE FOUNDERS LLC | AT COST | $103,383 | $103,383 |
| INVESTMENT - LEXINGTON AUSTELL INVESTORS | AT COST | $192,489 | $192,489 |
| INVESTMENT - ARCTIS GLOBAL FUND | AT COST | $452,248 | $452,248 |
| INVESTMENT - CIRCUFIBER INC | AT COST | $285,653 | $285,653 |
| INVESTMENT - PREGAME ATHLETICS LLC | AT COST | $250,027 | $250,027 |
| INVESTMENT - US LIVING STRUCTURED FUND LP CLASS A-1 | AT COST | $200,000 | $200,000 |
| INVESTMENT - LEX-LITCHFIELD INVESTORS LLC | AT COST | $100,000 | $100,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $437 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $437 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $269 | $269 | $0 |
| DUES | $180 | $0 | $180 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS FROM PARTNERSHIP PASS THRUS | Desc |
| Revenue And Expenses Per Books | -$189,660 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$159,187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$189,660 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAIN | Desc |
| Amt | $1,675,613 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $21,349 | Amt |
| Net Investment Income | $21,349 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MA EXCISE TAX | CategoryTxt |
| Amt | $7,316 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |