MALTEMPO FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MALTEMPO FAMILY CHARITABLE FOUNDATION INC (EIN 06-1454553)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202211369349103471
- Schema version
- 2021v4.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T17:10:49Z | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270589609 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H AND R BLOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 INDEPENDENCE DR | AddressLine1Txt |
| City | MARLBOROUGH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061454553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALTEMPO FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALT | BusinessNameControlTxt |
| Phone | 8608190336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 CEMETERY RD | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRYCE MALTEMPO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8608190336 | PhoneNum |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PRYCE | PersonFirstNm |
| Person Last | MALTEMPO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN COUR | PreparerPersonNm |
| PTIN | P00344317 | PTIN |
| Phone | 8602958493 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,965,129 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $3,226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,264 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,264 | DividendsNetInvstIncmAmt |
| Gross Rents Net Invst Incm | $4,800 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$344 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $89,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,214,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,165 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $74,165 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $121,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,455 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $74,165 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,397 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,397 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,483 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,888 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,888 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $3,280 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,144 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,144 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,143 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $74,165 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,545 | CashBOYAmt |
| Cash EOY | $140,092 | CashEOYAmt |
| Cash EOYFMV | $140,092 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $124,976 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $128,725 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $128,725 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $961,980 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,613,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,613,576 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $397,228 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $82,736 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $82,736 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,627,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,015,129 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,965,129 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,674,005 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,015,129 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,674,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,015,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,674,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,015,129 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,674,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,208 | ExcessRevenueOverExpensesAmt |
| Other Increases | $347,332 | OtherIncreasesAmt |
| Subtotal | $2,015,129 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,015,129 | 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 |
|---|---|---|---|---|---|---|---|
| BNY MELLON | P | 2021-01-01 | 2021-12-31 | $40,685 | $34,435 | $6,250 | $6,250 |
| CHARLES SCHWAB | P | 2021-01-01 | 2021-12-31 | $637,058 | $545,745 | $91,313 | $91,313 |
| CHARLES SCHWAB | P | 2021-01-01 | 2021-12-31 | $1,537,254 | $1,560,652 | -$23,398 | -$23,398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,165 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $74,165 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,211 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,211 | SubtotalAmt |
| Tax Based On Investment Income | $1,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,889 | OverpaymentAmt |
| Applied To ES Tax | $2,889 | AppliedToESTaxAmt |
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 | false | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 | PRYCE MALTEMPO | IndividualWithBooksNm |
| Phone | 8608190336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 CEMETERY RD | AddressLine1Txt |
| City | Colchester | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ASHLEY MALTEMPO | ||||||
| 1510 ROYAL COLONY RD | Johns Island | SC | 29455 | VICE PRESIDENT | 0.00 | $0 |
| PRYCE MALTEMPO | ||||||
| 53 CEMETERY RD | Colchester | CT | 06415 | PRESIDENT | 0.00 | $0 |
| ROBERT S MALTEMPO JR | ||||||
| 64 CEMETERY RD | Colchester | CT | 06415 | VICE PRESIDENT | 0.00 | $0 |
| PRESTON MALTEMPO | ||||||
| 88 CEMETERY RD | Colchester | CT | 06415 | TRUSTEE | 0.00 | $0 |
| SHELBY MALTEMPO | ||||||
| 89 CEMETERY RD | Colchester | CT | 06415 | TRUSTEE | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,584,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,700,213 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,700,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,674,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,211 | TotalTaxAmt |
| Distributable Before Adj | $82,525 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,525 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,525 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,525 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $73,242 | TotalForPriorYearsAmt |
| Qualifying Distributions | $100,200 | QualifyingDistributionsAmt |
| Prior Year Undistributed Incm | $73,242 | PriorYearUndistributedIncmAmt |
| Taxable1 | $73,242 | Taxable1Amt |
| Undistributed Income CY | $82,525 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANGEL FLIGHT NORTHEAST | |||||||
| 492 SUTTON ST | North Andover | MA | 01845 | PC | CHARITY | $5,000 | |
| Saint Bridget of Kildare | |||||||
| 75 Moodus-Leesville Road | Moodus | CT | 06469 | CHARITY | $2,000 | ||
| Colchester Land Trust | |||||||
| PO Box 93 | Colchester | CT | 06415 | CHARITY | $2,000 | ||
| Aviation Aerospace Education Cent | |||||||
| 65 Aviation Way | Gilford | NH | 03249 | CHARITY | $2,000 | ||
| Westchester Center Cemetery Associa | |||||||
| 415 Westchester Road | Colchester | CT | 06415 | CHARITY | $5,000 | ||
| Westchester Congregational Church | |||||||
| 95 Cemetery Road | Colchester | CT | 06415 | CHARITY | $6,000 | ||
| Lakes Region Food Pantry | |||||||
| PO Box 1132 | Moultonboro | NH | 03254 | CHARITY | $4,000 | ||
| Judicial Watch | |||||||
| 425 Third Street SW Suite 800 | Washington | DC | 20024 | CHARITY | $1,500 | ||
| Landmark Legal Foundation | |||||||
| 19415 Deerfield Ave Suite 312 | Leesburg | VA | 20176 | CHARITY | $1,500 | ||
| UVA Health Foundation | |||||||
| PO Box 800773 | Charlottesville | VA | 22908 | CHARITY | $1,000 | ||
| Suffield Volunteer Ambulance | |||||||
| PO Box 642 | Suffield | CT | 06078 | CHARITY | $1,500 | ||
| Frankie Friends Inc | |||||||
| 2950 Bush Lake Blvd | Tampa | FL | 33614 | CHARITY | $2,000 | ||
| High Fives Foundation | |||||||
| 10775 Pioneer Trail Suite 108 | Truckee | CA | 96161 | CHARITY | $1,500 | ||
| Eagle Bay Fire Department | |||||||
| 5516 ST RR28 | Eagle Bay | NY | 13331 | CHARITY | $3,500 | ||
| Ocean City Reef Foundation | |||||||
| PO Box 1072 | Ocean City | MD | 21843 | CHARITY | $1,000 | ||
| Clearwater Marine Aquarium | |||||||
| 249 Windward Passage | Clearwater | FL | 33767 | CHARITY | $1,000 | ||
| Home Aide Service of The Central Ad | |||||||
| 114 S Shore Rd | Old Forge | NY | 13420 | CHARITY | $1,000 | ||
| Town of Colchester | |||||||
| 127 Norwich Ave Suite 203 | Colchester | CT | 06415 | CHARITY | $4,500 | ||
| Protectors of Animals Inc | |||||||
| 144 Main Street | East Hartford | CT | 06118 | CHARITY | $5,000 | ||
| Town of Colchester | |||||||
| 127 Norwich Ave Suite 203 | Colchester | CT | 06415 | CHARITY | $4,000 | ||
| Colchester Hayward Volunteer Fire | |||||||
| 52 Old Hartford Rd | Colchester | CT | 06415 | CHARITY | $5,000 | ||
| St Jude Childrens Research Hospit | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | CHARITY | $11,000 | ||
| College of Charleston Foundation | |||||||
| 66 George Street | Charleston | SC | 29424 | CHARITY | $2,750 | ||
| Red Cross of Lowcountry SC | |||||||
| 2424-A City Hall Lane | North Charleston | SC | 29406 | CHARITY | $5,500 | ||
| Leukemia Lymphoma Society S Caro | |||||||
| PO Box 22324 | New York | NY | 10087 | CHARITY | $2,750 | ||
| The Pregnancy Resource Center of Gr | |||||||
| 131 N Warren Street | West Hazleton | PA | 18202 | CHARITY | $11,000 | ||
| American Red Cross | |||||||
| 209 Farmington Ave | Farmington | CT | 06032 | CHARITY | $1,000 | ||
| World Wildlife Foundation | |||||||
| 1250 Twenty-Fourth St | Washington | DC | 20001 | CHARITY | $1,000 | NWPO Box 97180 | |
| The Pathfinders Associations | |||||||
| 102 Norman Street | Manchester | CT | 06040 | CHARITY | $1,000 | ||
| Vergennes Rotary Club Charities Inc | |||||||
| PO Box 313 | Vergennes | VT | 05491 | CHARITY | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,226 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,264 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$344 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$344 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,490 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,146 | 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 | TAX PREP AND BOOKKEEPING | CategoryTxt |
| Amt | $4,600 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 235 OLD HARTFORD RD COLCHESTER | AssetDesc |
| How Acquired | THIRD PARTY SALE | HowAcquiredTxt |
| Sold | 2021-07 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN GRONBACK AND MELODY DIRGO | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $223,000 | GrossSalesPriceAmt |
| Basis | $205,000 | BasisAmt |
| Sales Expense | $3,071 | SalesExpenseAmt |
| Total Net | $14,929 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD | $50,133 | $50,133 |
| CHARLES SCHWAB US TREASURY BONDS | $32,603 | $32,603 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES: CHARLES SCHWAB | $1,215,770 | $1,215,770 |
| EQUITIES PERSHING RUANE | $209,230 | $209,230 |
| VANGUARD | $188,576 | $188,576 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $128,725 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $128,725 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REPAIRS | $3,472 | $3,472 |
| SUPPLIES | $392 | $392 |
| INSURANCE | $1,230 | $1,230 |
| LICENSES & FEES | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $347,332 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ES KOCH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $75,000 | LoanOriginalAmt |
| Balance Due | $50,000 | BalanceDueAmt |
| Note | 2017-06 | NoteDt |
| Loan Maturity | 2023-06 | LoanMaturityDt |
| Interest | 3.000000000000 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,483 | Amt |
| Net Investment Income | $10,483 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,669 | $1,669 |
| REAL ESTATE TAXES | $219 | $219 |