MARTHA AND KENNETH REVOIR SCHOLARSHIP TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARTHA AND KENNETH REVOIR SCHOLARSHIP TRUST (EIN 82-1038783)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202111329349100546
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T14:31:32-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061012544 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENGTSON & SMITH PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WATERSIDE DR STE 304 | AddressLine1Txt |
| City | FARMINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060323056 | 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 | 821038783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA & KENNETH | BusinessNameLine1Txt |
| Business Name Line2 | REVOIR SCHOLARSHIP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 8602258636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W MAIN ST STE 307 | AddressLine1Txt |
| City | NEW BRITAIN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060514223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY FRIEDLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8602258636 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | FRIEDLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDITH POLLACK | PreparerPersonNm |
| PTIN | P00071367 | PTIN |
| Phone | 8606785160 | PhoneNum |
| Preparation | 2021-05-06 | PreparationDt |
| 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 | $1,192,876 | 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 |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,936 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $830,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,231 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $64,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,169 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,590 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $959 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,631 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $84 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $756 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $11,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,428 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,698 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,561 | CashBOYAmt |
| Cash EOY | $17,233 | CashEOYAmt |
| Cash EOYFMV | $17,233 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,034,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,067,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,175,643 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,114,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,084,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,192,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,114,894 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,084,535 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,114,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,084,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,114,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,084,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,114,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,489 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,085,405 | SubtotalAmt |
| Other Decreases | $870 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,084,535 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 97.408 SHS IVY MID CAP GROWTH | P | 2019-12-12 | 2020-02-05 | $3,031 | $2,856 | $175 | $175 |
| 1418.56 SHS IVY LARGE CAP GROWTH I | P | 2018-06-01 | 2020-07-06 | $40,202 | $36,812 | $3,390 | $3,390 |
| 155.656 SHS IVY SECURIAN REAL ESTATE | P | 2020-02-05 | $3,884 | $3,691 | $193 | $193 | |
| 94.325 SHS IVY SCIENCE AND TECHNOLOG | P | 2018-06-01 | 2020-07-06 | $8,278 | $7,493 | $785 | $785 |
| 80.431 SHS IVY PZENA INTERNATIONAL | P | 2019-12-12 | 2020-02-05 | $1,281 | $1,296 | -$15 | -$15 |
| 1083.794 SHS IVY WILSHIRE GLOBAL ALL | P | 2019-12-17 | 2020-02-05 | $9,136 | $9,017 | $119 | $119 |
| 1273.487 SHS IVY HIGH INCOME | P | 2020-02-05 | $9,144 | $9,120 | $24 | $24 | |
| 646.882 SHS PROSHARES S&P 500 BOND I | P | 2020-02-05 | $6,922 | $6,593 | $329 | $329 | |
| 81.075 SHS IVY EMERGING MARKETS EQUI | P | 2020-02-05 | 2020-07-06 | $1,765 | $1,724 | $41 | $41 |
| 1671.586 SHS IVY MUNI BOND FD CL I | P | 2020-02-05 | 2020-07-06 | $19,708 | $19,925 | -$217 | -$217 |
| 1483.468 SHS IVY MUNI HIGH INC CL I | P | 2020-02-05 | 2020-07-06 | $7,358 | $7,551 | -$193 | -$193 |
| 1900.202 SHS IVY MID CAP GROWTH | P | 2020-02-05 | $59,134 | $53,209 | $5,925 | $5,925 | |
| 1509.614 SHS IVY SECURIAN REAL ESTAT | P | 2020-02-05 | $37,665 | $35,287 | $2,378 | $2,378 | |
| 3020.845 SHS IVY PZENA INTERNATIONAL | P | 2020-02-05 | $48,122 | $55,832 | -$7,710 | -$7,710 | |
| 23,097.25 SHS IVY WILSHIRE ALLOCATIO | P | 2020-02-05 | $194,710 | $199,830 | -$5,120 | -$5,120 | |
| 17,533.728 SHS IVY HIGH INCOME | P | 2020-02-05 | $125,892 | $131,469 | -$5,577 | -$5,577 | |
| 20,928.403 SHS IVY PROSHARES S&P 500 | P | 2020-02-05 | $223,934 | $201,079 | $22,855 | $22,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,231 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $456 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $733 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $733 | SubtotalAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $467 | OverpaymentAmt |
| Applied To ES Tax | $467 | 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 | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | GFRIEDLE.ESQ@TARGETPCS.COM | WebsiteAddressTxt |
| Individual With Books | GARY FRIEDLE | IndividualWithBooksNm |
| Phone | 8602258636 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 PHEASANT RUN | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| GARY FRIEDLE | ||||||||
| 78 PHEASANT RUN | AVON | CT | 06001 | TRUSTEE | 000.00 | $9,590 | $0 | $0 |
| JEFFREY CROWN | ||||||||
| 21 NEW BRITAIN AVE | ROCKY HILL | CT | 06067 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,070,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,103,581 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,103,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,087,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $733 | TotalTaxAmt |
| Distributable Before Adj | $53,618 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,618 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,618 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,187 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $82,187 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $82,187 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,618 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $2,469 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $427 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,470 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,187 | QualifyingDistributionsAmt |
| Applied To Current Year | $53,618 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,569 | RemainingDistriFromCorpusAmt |
| Total Corpus | $43,039 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $43,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,469 | ExcessFromYear3Amt |
| Excess From Year2 | $11,574 | ExcessFromYear2Amt |
| Excess From Year1 | $427 | ExcessFromYear1Amt |
| Excess From Current Year | $28,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ATTORNEY GARY FRIEDLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 PHEASANT RUN | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8602258636 | RecipientPhoneNum |
| Recipient Email Address | GFRIEDLE.ESQ@TARGETPCS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE MARTHA AND KENNETH REVOIR SCHOLARSHIP APPLICATION. 1. STATE BRIEFLY WHY YOU WISH TO FURTHER YOUR EDUCATION, WHAT YOUR CAREER GOALS ARE AT THIS TIME, AND EXPLAIN HOW YOUR LEADERSHIP ABILITIES, COMMUNITY AND VOLUNTEER INVOLVEMENT EXPERIENCES, AND CHURCH INVOLVEMENT HAVE INFUENCED YOUR LIFE CHOICES 2. LIST OF EMPLOYMENT HISTORY. 3. TRANSCRIPT OF YOUR ACADEMIC RECORDS FROM YOUR HIGH SCHOOL AND/OR COLLEGE (IF A COLLEGE STUDENT, PLEASE INCLUDE COURSEWORK COMPLETED AS OF JUNE OF THE CURRENT YEAR). 4. TWO LETTERS OF RECOMMENDATION FROM TEACHERS, ACADEMIC ADVISORS, OR COMMUNITY LEADERS. 5. PARENTS LAST TWO YEARS OF THEIR FEDERAL INCOME TAX RETURNS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | PARISHIONERS FROM ST MAURICE CHURCH IN NEW BRITAIN, CT ARE GIVEN FIRST CONSIDERATIONS. PARISHIONERS FROM OTHER ROMAN CATHOLIC CHURCHES IN NEW BRITAIN, CT ARE GIVEN SECOND CONSIDERATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL COLLEGE | ||||||
| 1000 STATE STREET | SPRINGFIELD | MA | 01109 | NONE | SCHOLARSHIP TO WORTHY INDIVIDUALS | $2,500 |
| CENTRAL CONNECTICUT UNIVERSITY | ||||||
| 1615 STANLEY STREET | NEW BRITAIN | CT | 06053 | NONE | SCHOLARSHIPS TO WORTHY INDIVIDUALS | $15,000 |
| FAIRFIELD UNIVERSITY | ||||||
| PO BOX 320455 | FAIRFIELD | CT | 06825 | NONE | SCHOLARSHIP TO WORTHY INDIVIDUALS | $10,000 |
| IONA COLLEGE | ||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | NONE | SCHOLARSHIP TO WORTHY INDIVIDUALS | $2,500 |
| PACE UNIVERSITY | ||||||
| ONE PACE PLAZA | NEW YORK | NY | 10038 | NONE | SCHOLARSHIP TO WORTHY INDIVIDUALS | $3,500 |
| QUINNIPIAC UNIVERSITY | ||||||
| 275 MT CARMEL AVE | HAMDEN | CT | 06518 | NONE | SCHOLARSHIP TO WORTHY INDIVIDUALS | $5,000 |
| SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | SCHOLARSHIP TO WORTHY INDIVIDUALS | $5,000 |
| THE UNIVERSITY OF SAINT JOSEPH | ||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | NONE | SCHOLARSHIP TO WORTHY INDIVIDUALS | $3,500 |
| UNIVERSITY OF CONNECTICUT | ||||||
| 2131 HILLSIDE ROAD | STORRS | CT | 06269 | NONE | SCHOLARSHIP TO WORTHY INDIVIDUALS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,231 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,169 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,169 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $840 | Amt |
| Net Investment Income | $84 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $756 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WADDELL REED | StockNm |
| EOY Book Value | $1,067,302 | EOYBookValueAmt |
| EOYFMV | $1,175,643 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TREASURY | Desc |
| Amt | $870 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| MANAGEMENT FEES | $10,428 | $10,428 | |
| OFFICE | $50 | $50 | |
| NOTICES | $750 | $750 |