THE PATRICK AND CATHERINE DONAGHUE MEDICAL RESEARCH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE PATRICK AND CATHERINE DONAGHUE MEDICAL RESEARCH FOUNDATION (EIN 06-6348275)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-18
- IRS object ID
- 202101389349100710
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-18T10:00:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TRUMBULL ST 24TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066348275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATRICK AND CATHERINE WELDON | BusinessNameLine1Txt |
| Business Name Line2 | DONAGHUE MEDICAL RESEARCH FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 8605219011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061071919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE GARNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8605219011 | PhoneNum |
| Signature | 2021-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNNE | PersonFirstNm |
| Person Last | GARNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G SULLIVAN | PreparerPersonNm |
| PTIN | P00579546 | PTIN |
| Phone | 8605223111 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $86,520,332 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,341,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,341,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,170,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,790,885 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,170,761 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,512,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,512,755 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $439,999 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $267,835 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,164 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $230,758 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $230,758 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,592 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $62,592 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $696 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $696 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,856 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $39,856 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $122,186 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,512 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,674 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $123,289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,221 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $16,908 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,168 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $2,168 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $64,696 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $64,696 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,800 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,800 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $21,912 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $21,912 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,199 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,179,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $392,568 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,168 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $710,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,763,158 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,763,158 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,942,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $392,568 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,168 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,473,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,429,554 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,120,187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,441 | CashBOYAmt |
| Cash EOY | $6,164 | CashEOYAmt |
| Cash EOYFMV | $6,164 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,552,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,097,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,097,036 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $44,693,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,965,154 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,137,674 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,416,073 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,425,656 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,744,048 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,614,501 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,276,047 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,527,278 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $49,836 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,704 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,401 | LandBOYAmt |
| Land EOY | $8,132 | LandEOYAmt |
| Land EOYFMV | $8,132 | LandEOYFMVAmt |
| Total Assets BOY | $67,286,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,778,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,520,332 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $6,401 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $8,132 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $67,280,139 | RetainedEarningBOYAmt |
| Retained Earning EOY | $66,770,057 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,286,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,778,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,286,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,778,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,286,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,429,554 | ExcessRevenueOverExpensesAmt |
| Other Increases | $921,203 | OtherIncreasesAmt |
| Subtotal | $66,778,189 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,778,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $29,790,885 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,620,124 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,170,761 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,170,761 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,170,761 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,471 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,000 | 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 | $65,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,529 | OverpaymentAmt |
| Applied To ES Tax | $35,529 | 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 | WWW.DONAGHUE.ORG | WebsiteAddressTxt |
| Individual With Books | LYNNE GARNER PHD | IndividualWithBooksNm |
| Phone | 8605219011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061071919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA NA | ||||||||
| 101 EAST RIVER DRIVE | EAST HARTFORD | CT | 06108 | TRUSTEE | 20.00 | $267,835 | $0 | $0 |
| LYNNE GARNER | ||||||||
| 18 NORTH MAIN STREET | WEST HARTFORD | CT | 06107 | TRUSTEE/PRESIDENT | 40.00 | $172,164 | $19,049 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY YEDLIN | ||||||||
| 18 NORTH MAIN STREET | WEST HARTFORD | CT | 06107 | VICE PRESIDENT | 40.00 | $140,974 | $16,237 | $0 |
| STACY CLOUD | ||||||||
| 18 NORTH MAIN STREET | WEST HARTFORD | CT | 06107 | GRANT ADMINISTRATOR | 30.00 | $86,095 | $27,306 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $82,552,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,132 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,566,297 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,566,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,238,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,327,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,066,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,066,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,471 | TotalTaxAmt |
| Distributable Before Adj | $4,036,919 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,036,919 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,036,919 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,473,413 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,473,413 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,473,413 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,036,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $435,492 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $136,821 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $136,821 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,473,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $435,492 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,037,921 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $136,821 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $136,821 | 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 | $862,177 | 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 | LYNNE GARNER PRESIDENT THE DONAGHUE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605219011 | RecipientPhoneNum |
| Form And Info And Materials | AS INSTRUCTED ON THE FOUNDATIONS WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIABLE - INQUIRE AT (860) 521-9011 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS INSTRUCTED ON THE FOUNDATION WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WASHINGTON | ||||||||
| 1959 NE PACIFIC STREET BOX 356526 | SEATTLE | WA | 98115 | NONE | PUBLIC CHARITY | PROMOTING SAFETY BY ADAPTING CANDOR TO ELDERCARE SETTINGS | $86,675 | |
| LEADING AGE | ||||||||
| 2519 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | CORONAVIRUS PANDEMIC NURSING HOME FRONTLINE WORKERS | $72,577 | |
| NEW YORK UNIVERSITY | ||||||||
| PO BOX 5166 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | NEIGHBORHOOD SOCIAL DISADVANTAGE/NURSING HOME RESIDENCE | $76,634 | |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | TRANSFER TRAUMA IN NURSING HOME | $75,000 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 518 HYLAN BLDG | ROCHESTER | NY | 16427 | NONE | PUBLIC CHARITY | END OF LIFE CARE QUALITY IN ASSISTED LIVING COMMUNITIES | $95,008 | |
| WEILL MEDICAL COLLEGE | ||||||||
| 575 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | IMPROVING COMMUNICATION AMONG FAMILY AND CAREGIVERS | $47,895 | |
| BROWN UNIVERSITY | ||||||||
| PO BOX 1929 | PROVIDENCE | RI | 029129002 | NONE | PUBLIC CHARITY | EXAMINGING DISPARITIES IN OUTCOMES DUAL ASSISTED LIVING | $98,714 | |
| MIAMI UNIVERSITY | ||||||||
| 501 E HIGH STREET | OXFORD | OH | 45056 | NONE | PUBLIC CHARITY | THE IMPACT OF PERSON-CENTERED CARE ON NURSING HOM | $61,374 | |
| FEINSTEIN INSTITUTE FOR RESEARCH | ||||||||
| 350 COMMUNITY DRIVE | MANHASSET | NY | 110303816 | NONE | PUBLIC CHARITY | LONG TERM CARE & FUTURE PLANNING FOR ADULTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES | $40,000 | |
| HARVARD PILGRIM HEALTH CARE | ||||||||
| 401 PARK DRIVE SUITE 401 EAST | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | IMPACT OF A JOINT VENURE ON HEALTH CARE VALUE | $159,827 | |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | ||||||||
| 1730 MINOR AVENUE | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | VALUE-BASED FORMULARY ESSENTIALS: TESTING & EXPANDING ON VALUE IN PRESCRIPTION DRUG | $206,692 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 1111 FRANKLIN ST12TH FLOOR | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | TELEMEDICINE FOR HIGHER VALUE PREGNANCY OUTCOMES | $215,653 | |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | HOSPITAL STRATEGIES FOR SUCCESS IN EPISODE BASED HOSPITALS | $192,444 | |
| YALE UNIVERSITY | ||||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | REDUCING UNWANTED CARE & IMPROVING OUTCOMES | $194,081 | |
| CHILDREN'S HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | COYOT1 TO CALIFORNIA TELEMEDICINE | $200,928 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 726 BLACKLEY HALL 423 GUARDIAN | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | REDUCE TRIAL RANDOMIZED EHR DEFAULTS & USING SOCIAL COMPARISONS | $211,565 | DRIVE |
| DUKE UNIVERSITY | ||||||||
| DUKE BOX 90120 | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | EXAMINING BEST PRACTICE FOR FACTORING OUT OF POCKET EXPENSES | $187,246 | |
| MASSACHUSETTES GENERAL HOSPITAL | ||||||||
| 50 STANIFORD ST SUITE 801 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | MATCHING THE RIGHT PERSON TO THE RIGHT TREATMENT | $184,860 | |
| THE HASTINGS CENTER | ||||||||
| 21 MALCOLM GORDON ROAD | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | EXPANDED ETHICS SCHOLARSHIP & ENGAGEMENT WITH TARGETED PBLICS | $160,000 | |
| HEALTH RESEARCH ALLIANCE | ||||||||
| PO BOX 16305 | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PUBLIC CHARITY | MEMBERS MEETING | $3,000 | |
| CONNECTICUT HEALTH ADVANCEMENT & RESEARCH TRUST | ||||||||
| 290 PRATT STREET | MERIDEN | CT | 064508600 | NONE | PUBLIC CHARITY | SUPPORT SERIES OF LUNCHTIME CONVERSATIONS EXPLORING ISSUE REALTED BY COVID19 CRISIS | $250 | |
| INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW | ||||||||
| 2 LIBERTY SQUARE 9TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | PATIENT ENGAGEMENT PROGRAMS | $75,000 | |
| THE HASTINGS CENTER | ||||||||
| 21 MALCOLM GORDON ROAD | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | SURPRISE BILLING AND THE EROSION OF TRUST | $30,000 | |
| YALE SCHOOL OF PUBLIC HEALTH | ||||||||
| PO BOX 208034 | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | REPORT OF CLIMATE CHANGE AND HEALTH IN CT | $12,000 | |
| AAMC | ||||||||
| 655 K STREET NW SUITE 100 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | BUILDING LEARNING SYSTEMS | $70,000 | |
| HEALTH RESEARCH ALLIANCE | ||||||||
| PO BOX 16305 | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PUBLIC CHARITY | 2020 MEMBERSHIP/DONAGUE MED FDN | $1,875 | |
| CONN COUNCIL FOR PHILANTHROPY | ||||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | CCP 2020 MEMBERSHIP/DONAGHUE FDN | $860 | |
| YALE UNIVERSITY | ||||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | YALE HEALTHCARE CONFERENCE | $1,000 | |
| ACADEMYHEALTH | ||||||||
| 1666 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | ORGANIZATIONAL AFFILIATE MEMBERSHIP | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,763,158 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FEINSTEIN INSTITUTE FOR RESEARCH | |||||||
| 350 COMMUNITY DRIVE | MANHASSET | NY | 110303816 | NONE | PUBLIC CHARITY | LONG TERM CARE & FUTURE PLANNING FOR ADULTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES | $40,000 |
| THE HASTINGS CENTER | |||||||
| 21 MALCOLM GORDON ROAD | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | EXPANDED ETHICS SCHOLARSHIP & ENGAGEMENT WITH TARGETED PUBLICS | $320,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1111 FRANKLIN ST12TH FLOOR | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | THE USE OF TELEMEDICINE TO ACHIEVE HIGHER VALUE PREGNANCY CARE FOR LOW-INCOME, URBAN WOMEN | $218,938 |
| PORTLAND STATE UNIVERSITY | |||||||
| PO BOX 751 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | A MULTI-PURPOSE, MULTIDIMENSIONAL, MULTI-SETTING VIEW OF QUALITY IN LONG-TERM CARE | $98,261 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 1800 ORLEANS STREET SUITE 6336 | BALTIMORE | MD | 21287 | NONE | PUBLIC CHARITY | REAL-TIME PRESCRIPTION BENEFIT TOOLS IN THE ELECTRONIC HEALTH RECORD | $207,988 |
| BOSTON UNIVERSITY SCHOLL OF PUBLIC HEALTH | |||||||
| 715 ALBANY STREET TALBOT 240W | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | VALUE AND EQUITY OF TELEHEALTH FOR LOW-INCOME PATIENTS WITH CHRONIC CONDITIONS AT FQHCS | $206,948 |
| PROVIDENCE HEALTH & SERVICES | |||||||
| 5251 NE GLISAN STREET | PORTLAND | OR | 97213 | NONE | PUBLIC CHARITY | ASSESSING THE DIRECT AND INDIRECT EFFECTS OF VALUE PAYMENTS IN PRIMARY CARE | $136,776 |
| LEADING AGE | |||||||
| 2519 CONNECTICUT AVENUE W | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | CORONAVIRUS PANDEMIC NURSING HOME FRONTLINE WORKERS | $46,135 |
| NEW YORK UNIVERSITY | |||||||
| PO BOX 5166 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | NEIGHBORHOOD SOCIAL DISADVANTAGE/NURSING HOME RESIDENCE | $73,340 |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | TRANSFER TRAUMA IN NURSING HOME | $75,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 518 HYLAN BLDG | ROCHESTER | NY | 16427 | NONE | PUBLIC CHARITY | END OF LIFE CARE QUALITY IN ASSISTED LIVING COMMUNITIES | $94,458 |
| WEILL MEDICAL COLLEGE | |||||||
| 575 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | IMPROVING COMMUNICATION AMONG FAMILY AND CAREGIVERS | $38,383 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1929 | PROVIDENCE | RI | 029129002 | NONE | PUBLIC CHARITY | EXAMINING DISPARITIES IN OUTCOMES DUAL ASSISTED LIVING | $94,458 |
| MIAMI UNIVERSITY | |||||||
| 501 E HIGH STREET | OXFORD | OH | 45056 | NONE | PUBLIC CHARITY | THE IMPACT OF PERSON-CENTERED CARE ON NURSING HOME QUALITY | $64,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,714,685 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,341,994 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,170,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,512,755 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,512,755 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $39,856 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $39,856 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | OTHER INVESTMENTS | BondNm |
| EOY Book Value | $10,425,656 | EOYBookValueAmt |
| EOYFMV | $10,744,048 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $43,965,154 | EOYBookValueAmt |
| EOYFMV | $63,137,674 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,276,047 | BookValueAmt |
| EOYFMV | $9,527,278 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (43 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| TELEPHONE EQUIPMENT | $2,430 | $2,430 | $0 | |
| FILING CABINET METAL (6) | $1,280 | $1,280 | $0 | |
| CREDENZA | $1,026 | $1,026 | $0 | |
| CONFERENCE CHAIRS (16) | $5,280 | $5,280 | $0 | |
| CONFERENCE TABLE (6) | $4,362 | $4,362 | $0 | |
| BOOKCASE - 28" WIDE | $40 | $40 | $0 | |
| L-SHAPED DESK | $756 | $756 | $0 | |
| ERGON SWIVEL CHAIRS (3) | $1,860 | $1,860 | $0 | |
| WOOD CREDENZA - 6' X 29" | $550 | $550 | $0 | |
| DESK | $550 | $550 | $0 | |
| METAL FILING CABINET - 28" X 42" | $270 | $270 | $0 | |
| WOOD FILING CABINET - 3' X 29.5" | $390 | $390 | $0 | |
| COFFEE TABLE - 42" X 16" | $120 | $120 | $0 | |
| CHAIRS (3) | $3,124 | $3,124 | $0 | |
| FLOOR LAMP | $310 | $310 | $0 | |
| IKEA RADVIKEN CHAIR | $179 | $71 | $108 | $108 |
| ROUND END TABLE, MAPLE TOP ROOM + BOARD | $409 | $164 | $245 | $245 |
| STANDING DESK EQUIPMENT | $1,372 | $957 | $415 | $415 |
| CHAIR - GUEST (5) | $1,280 | $1,280 | $0 | |
| WOOD BOOKCASE - 49" X 29" | $450 | $450 | $0 | |
| WOOD BOOKCASE - 3' X 4' | $270 | $270 | $0 | |
| 2-SEAT SETTEE | $2,415 | $968 | $1,447 | $1,447 |
| PILLOWS | $480 | $192 | $288 | $288 |
| SIDE TABLE | $970 | $388 | $582 | $582 |
| AREA RUG | $655 | $264 | $391 | $391 |
| HP LASERJET PRO 400 PRINTER | $424 | $424 | $0 | |
| SERVER - COMPUTER | $3,999 | $3,999 | $0 | |
| DELL 19" FLAT PANEL MONITOR | $195 | $195 | $0 | |
| 3 HP PROBOOK 4540S LAPTOP | $2,455 | $2,455 | $0 | |
| DELL LAPTOP | $691 | $691 | $0 | |
| HP PROBOOK 450 G4 15" SCREEN LAPTOP | $855 | $684 | $171 | $171 |
| HP PROBOOK 450 G4 15" SCREEN LAPTOP | $855 | $684 | $171 | $171 |
| HP ULTRASLIM DOCK 2013 FOR NOTEBOOK | $179 | $144 | $35 | $35 |
| HP BUSINESS 23" MONITOR | $149 | $120 | $29 | $29 |
| HP PROBOOK 640 G3 14 NOTEBOOK | $1,019 | $816 | $203 | $203 |
| OIL PORTRAIT OF ETHEL DONAGHUE | $800 | $0 | $800 | $800 |
| REFRIGERATOR | $1,301 | $1,301 | $0 | |
| MICROWAVE OVEN | $90 | $90 | $0 | |
| PICTURES | $1,320 | $1,320 | $0 | |
| PICTURES | $132 | $132 | $0 | |
| PENDANT LAMP (DESIGN WITHIN REACH) | $345 | $277 | $68 | $68 |
| WALL SHELVES (BLU DOT) | $299 | $240 | $59 | $59 |
| IT SERVER | $3,900 | $780 | $3,120 | $3,120 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $696 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $696 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POSTAGE | $1,045 | $0 | $0 | $1,045 |
| MISCELLANEOUS | $43,842 | $0 | $0 | $43,842 |
| SUPPLIES | $662 | $0 | $0 | $662 |
| TELEPHONE | $6,436 | $0 | $0 | $6,436 |
| COMPUTER MAINTENANCE | $3,330 | $0 | $0 | $3,330 |
| INSURANCE | $290 | $0 | $0 | $290 |
| OFFICE FURNITURE & MISC. | $9,594 | $0 | $0 | $9,594 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $921,203 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESMENT FEES | $92,512 | $92,512 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $29,674 | $0 | $0 | $29,674 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $74,160 | $0 | $0 | $0 |
| FOREIGN TAXES | $32,221 | $32,221 | $0 | $0 |
| PAYROLL TAXES | $16,908 | $0 | $0 | $16,908 |