ANTONACCI FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANTONACCI FAMILY FOUNDATION (EIN 06-1414354)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-17
- IRS object ID
- 202112609349101206
- 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
- Schedule B
- Accounting Fees Schedule
- 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 | 2021-09-17T15:38:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 15 MULLEN 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 | 2021-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK | PersonFirstNm |
| Person Last | ANTONACCI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN NEWMAN | PreparerPersonNm |
| PTIN | P01213596 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2021-08-16 | PreparationDt |
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 | $14,959,124 | 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 | $1,665,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,722 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,722 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,960 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,960 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$106,171 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,721,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,147 | 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 | $3,949 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,975 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,974 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,670 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $691 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $691 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,836 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,450,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,450,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,479,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,836 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,454,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $242,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,311 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,112 | CashBOYAmt |
| Cash EOY | $230,811 | CashEOYAmt |
| Cash EOYFMV | $230,811 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,663,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,622,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,622,793 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,016,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,329,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,329,569 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,444,803 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,775,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,775,951 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,161,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,959,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,959,124 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $50 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,161,068 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,959,074 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,161,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,959,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,161,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,959,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,161,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $242,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,555,691 | OtherIncreasesAmt |
| Subtotal | $14,959,074 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,959,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY LONG TERM REALIZED GAIN | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $83,011 | GrossSalesPriceAmt |
| Cost Or Other Basis | $62,051 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,960 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,960 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,960 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,964 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,964 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,964 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,760 | 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 | $2,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $791 | OverpaymentAmt |
| Applied To ES Tax | $791 | 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 | 15 MULLEN 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 | 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 (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 | ||||||||
| 15 MULLEN ROAD | ENFIELD | CT | 06082 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GERALD ANTONACCI | ||||||||
| 15 MULLEN ROAD | ENFIELD | CT | 06082 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| FRANK M ANTONACCI | ||||||||
| 15 MULLEN ROAD | ENFIELD | CT | 06082 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ED SPINELLA ESQ | ||||||||
| 15 MULLEN ROAD | ENFIELD | CT | 06082 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GUY ANTONACCI | ||||||||
| 15 MULLEN ROAD | ENFIELD | CT | 06082 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER ANTONACCI | ||||||||
| 15 MULLEN 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES FUNDS TO NON-PROFIT CHARITIES AND CHURCHES AS DIRECTED BY THE BOARD. THE FOUNDATION MAINTAINS NO SIGNIFICANT INVOLVEMENT IN THE ORGANIZATIONS THAT IT FUNDS. | Description1Txt |
| Expenses1 | $1,029,702 | Expenses1Amt |
| Description2 | DURING THE PANDEMIC THE FOUNDATION ACCEPTED APPLICATIONS FOR FINANCIAL NEED AND DISTRIBUTED SMALL PAYMENTS UPON APPROVAL. | Description2Txt |
| Expenses2 | $420,315 | Expenses2Amt |
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 | $8,269,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,068,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,131,791 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,469,742 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,469,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,046 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,297,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $564,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $564,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,964 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,964 | TotalTaxAmt |
| Distributable Before Adj | $562,921 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $562,921 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $562,921 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,454,491 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,454,491 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,454,491 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $562,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $6,159 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $6,159 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,454,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $562,921 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $891,570 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $897,729 | 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 | $897,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,159 | ExcessFromYear3Amt |
| Excess From Current Year | $891,570 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 15-40 CONNECTION | |||||||
| PO BOX 1153 | WESTBOROUGH | MA | 01581 | PC | CHARITY | $1,000 | |
| ALBERT SOLNIT CHILDREN'S CENTER | |||||||
| 36 GARDNER ST | EAST WINDSOR | CT | 06088 | PC | CHARITY | $500 | |
| ALEX'S ARMY CCF | |||||||
| 5501 MERCHANTS VIEW SQUARE SUITE | HAYMARKET | VA | 20169 | PC | CHARITY | $500 | 758 |
| ALL SAINTS CHURCH | |||||||
| 3202 504 N CAMDEN DR | BEVERLY HILLS | CA | 90210 | PC | CHARITY | $5,000 | |
| ALLIANCE FOR COMMUNITY | |||||||
| 1070 PARK AVE | BRIDGEPORT | CT | 06604 | PC | CHARITY | $500 | |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||||
| 8550 W BRYN MAWR AVE | CHICAGO | IL | 60631 | PC | CHARITY | $250 | |
| AMERICAN INTERNATIONAL COLLEGE | |||||||
| 1000 STATE ST | SPRINGFIELD | MA | 01109 | PC | CHARITY | $10,000 | |
| ANNUAL CATHOLIC APPEAL | |||||||
| 197 BROADWAY | NORWICH | CT | 06360 | PC | CHARITY | $20,000 | |
| ASNUNTUCK COM COLLEGE FOUND | |||||||
| 170 ELM STREET | ENFIELD | CT | 06082 | PC | CHARITY | $5,000 | |
| BAY PATH UNIVERSITY | |||||||
| 588 LONGMEADOW STREET | LONGMEADOW | MA | 01106 | PC | CHARITY | $30,000 | |
| BAYSTATE HEALTH FOUNDATION | |||||||
| 100 CROSBY PARKWAY KGIH | COVINGTON | KY | 41015 | PC | CHARITY | $52,000 | |
| BETA LOTA BOULE | |||||||
| 701 COTTAGE GROVE ROAD SUITE C10 | BLOOMFIELD | CT | 06002 | PC | CHARITY | $2,000 | |
| BISHOP ANTHONY T MAFFEO | |||||||
| PO BOX 628 | SOMERS | CT | 060710628 | PC | CHARITY | $2,000 | |
| CANCER CONNECTION | |||||||
| 41 LOCUST STREET | NORTHAMPTON | MA | 01060 | PC | CHARITY | $1,200 | |
| CHRISTINAS HOUSE | |||||||
| 1000 WEST COLUMBUS AVE | SPRINGFIELD | MA | 01101 | PC | CHARITY | $750 | |
| CONN RIVER CONSERVANCY | |||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | PC | CHARITY | $5,000 | |
| COOLEY DICKINSON HEALTH CARE | |||||||
| PO BOX 329 | NORTHAMPTON | MA | 01061 | PC | CHARITY | $1,886 | |
| COVID-19 DISASTER PAYMENTS TO INDIVIDUALS | |||||||
| 15 MULLEN ROAD | ENFIELD | CT | 06082 | PC | CHARITY | $420,315 | |
| CROSIER FATHERS AND BROTHERS | |||||||
| PO BOX 500 | ONAMIA | MN | 56359 | PC | CHARITY | $500 | |
| CSMG | |||||||
| 975 MIDDLE STREET | MIDDLETOWN | CT | 06457 | PC | CHARITY | $1,000 | |
| CT FOOD BANK | |||||||
| 229 MOUNTAIN GROVE ST | BRIDGEPORT | CT | 06605 | PC | CHARITY | $250,500 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | CHARITY | $20,000 | |
| EBOURCIER CREATIVE | |||||||
| 24 BASS DRIVE | ENFIELD | CT | 06082 | PC | CHARITY | $3,750 | |
| ENFIELD ADULT & CONTINUING EDUCATION | |||||||
| 124 N MAPLE ST | ENFIELD | CT | 06082 | PC | CHARITY | $2,000 | |
| ENFIELD FAMILY RESOURCE CENTER | |||||||
| 1318 ENFIELD STREET | ENFIELD | CT | 06082 | PC | CHARITY | $12,500 | |
| ENFIELD LOAVES & FISHES INC | |||||||
| PO BOX 544 | ENFIELD | CT | 06082 | PC | CHARITY | $15,000 | |
| EREF | |||||||
| 3301 BENSON DR SUITE 101 | RALEIGH | NC | 27609 | PC | CHARITY | $25,000 | |
| FACS | |||||||
| 467 BLOOMFIELD AVENUE | BLOOMFIELD | CT | 06002 | PC | CHARITY | $5,000 | |
| FIDELCO GUIDE DOG FOUNDATION | |||||||
| 27 CANNON RD | WILTON | CT | 06897 | PC | CHARITY | $3,500 | |
| FOOD BANK OF WESTERN MA | |||||||
| 97 N HATFIELD RD | HATFIELD | MA | 01038 | PC | CHARITY | $126,000 | |
| FOODSHARE CT | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06002 | PC | CHARITY | $130,000 | |
| FOREST PARK ZOO | |||||||
| 293 SUMNER AVE | SPRINGFIELD | MA | 01108 | PC | CHARITY | $1,000 | |
| FORMAN SCHOOL | |||||||
| 12 NORFOLK RD | LITCHFIELD | CT | 06759 | PC | CHARITY | $250 | |
| FRANCISCAN MONASTERY | |||||||
| PO BOX 980 | KENNEBUNKPORT | ME | 04046 | PC | CHARITY | $500 | |
| GREATER SPRFG HABITAT FOR HUMANITY | |||||||
| 268 COLD SPRING AVE | WEST SPRINGFIELD | MA | 01089 | PC | CHARITY | $250 | |
| GREATER WATERBURY CHAMBER OF COMMERCE FOUNDATION | |||||||
| PO BOX 1469 | WATERBURY | CT | 06721 | PC | CHARITY | $1,500 | |
| GREATER WATERBURY INTERFAITH MINISTRIES | |||||||
| 770 E MAIN ST | WATERBURY | CT | 06702 | PC | CHARITY | $1,000 | |
| HAITIAN HEALTH FOUNDATION | |||||||
| 97 SHERMAN ST | NORWICH | CT | 06360 | PC | CHARITY | $1,000 | |
| HAMDEN FOOD BANK | |||||||
| 11 PINE STREET | HAMDEN | CT | 06514 | PC | CHARITY | $2,500 | |
| HARNESS HORSE YOUTH FOUND | |||||||
| PO BOX 518 | VERSAILLES | KY | 40383 | PC | CHARITY | $5,000 | |
| HIGHBROW WOOD FIRED KITCHEN | |||||||
| 12 CRAFTS AVENUE | NORTHAMPTON | MA | 01060 | NC | FEED HOSPITAL FIRST RESPONDERS | $321 | |
| HIGHLAND BEACH POLICE FOUNDATION | |||||||
| PO BOX 812452 | BOCA RATON | FL | 33481 | PC | CHARITY | $200 | |
| HOMES FOR THE BRAVE | |||||||
| 655 PARK AVE | BRIDGEPORT | CT | 06605 | PC | CHARITY | $2,000 | |
| HOUSE OF BREAD | |||||||
| 20507 DEVONSHIRE ST | CHATSWORTH | CA | 91311 | PC | CHARITY | $2,500 | |
| IALCEF | |||||||
| 3254 TORRINGTON STREET | TORRINGTON | CT | 06790 | PC | CHARITY | $5,000 | |
| INTERNATIONAL CATHOLIC RELIEF | |||||||
| PO BOX 628 | SOMERS | CT | 06071 | PC | CHARITY | $5,000 | |
| JEWISH FEDERATION | |||||||
| 333 BLOOMFIELD AVE SUITE C | W HARTFORD | CT | 06117 | PC | CHARITY | $5,000 | |
| LEGION OF CHRIST COLLEGE INC | |||||||
| 475 OAK AVENUE | CHESHIRE | CT | 06410 | PC | CHARITY | $250 | |
| LINK TO LIBRARIES INC | |||||||
| 2 WILBRAHAM ROAD | HAMPDEN | MA | 01036 | PC | CHARITY | $1,500 | |
| LITTLE SISTERS OF THE POOR | |||||||
| 363 ENFIELD STREET | ENFIELD | CT | 06082 | PC | CHARITY | $2,500 | |
| LONGMEADOW EDUCATIONAL FOUND | |||||||
| PO BOX 60782 | LONGMEADOW | MA | 01116 | PC | CHARITY | $1,250 | |
| MANDELL JCC | |||||||
| 335 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | PC | CHARITY | $10,000 | |
| MARYS PLACE | |||||||
| 6 POQUONOCK AVENUE | WINDSOR | CT | 06095 | PC | CHARITY | $1,000 | |
| MCC FOUNDATION | |||||||
| PO BOX 1046 | MANCHESTER | CT | 06045 | PC | CHARITY | $5,000 | |
| MEMORIAL SLOAN KETTERING | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | PC | CHARITY | $10,000 | |
| MERCY MEDICAL CENTER | |||||||
| 271 CARERW STREET | SPRINGFIELD | MA | 01102 | PC | CHARITY | $1,000 | |
| MPPA | |||||||
| 814 ELM STREET SUITE 513 | MANCHESTER | NH | 03101 | PC | CHARITY | $2,000 | |
| OPEN PANTRY COMMUNITY SRV INC | |||||||
| PO BOX 5127 | SPRINGFIELD | MA | 01101 | PC | CHARITY | $1,000 | |
| ORPHAN DISEASE PATHWAY PROJECT | |||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10019 | PC | CHARITY | $25,000 | |
| PMC- JIMMY FUND | |||||||
| 22 AVONDALE ROAD | W HARTFORD | CT | 06117 | PC | CHARITY | $250 | |
| QUINNIPIAC UNIVERSITY | |||||||
| 275 MT CARMEL AVENUE | HAMDEN | CT | 06518 | PC | CHARITY | $20,000 | |
| RACE TRACK CHAPLAINCY OF AMERICA | |||||||
| 2365 HARRODSBURG RD | LEXINGTON | KY | 40504 | PC | CHARITY | $2,500 | |
| RONALD MCDONALD HOUSE OF SPFD | |||||||
| 34 CHAPIN TERRACE | SPRINGFIELD | MA | 01107 | PC | CHARITY | $12,500 | |
| SAINT MARYS HOSPITAL | |||||||
| 25500 POINT LOOKOUT RD | LEONARDTOWN | MD | 20650 | PC | CHARITY | $3,250 | |
| SAWYER FAMILY FOUNDATION | |||||||
| 2654 W HORIZON RIDGE PKWY 176 | HENDERSON | NV | 890522803 | PC | CHARITY | $1,000 | |
| SCSU | |||||||
| 501 CRESCENT ST | NEW HAVEN | CT | 06515 | PC | CHARITY | $5,000 | |
| SERVICENET | |||||||
| 21 OLANDER DRIVE | NORTHAMPTON | MA | 01060 | PC | CHARITY | $1,500 | |
| SOMERS BEAUTIFICATION COMMITTEE | |||||||
| PO BOX 283 | SOMERS | CT | 06071 | PC | CHARITY | $1,345 | |
| SOMERS CULTURAL COMMISSION | |||||||
| PO BOX 308 | SOMERS | CT | 06071 | PC | CHARITY | $500 | |
| SOMERS EDUCATION FOUNDATION | |||||||
| P O BOX 624 | SOMERS | CT | 06071 | PC | CHARITY | $10,000 | |
| SOMERS VOLUNTEER FIRE DEPT | |||||||
| 400 MAIN ST | SOMERS | CT | 06071 | PC | CHARITY | $500 | |
| SPECIAL OLYMPICS CONNECTICUT | |||||||
| 2666 STATE ST 1 | HAMDEN | CT | 06517 | PC | CHARITY | $200 | |
| SPRINGFIELD RESCUE MISSION | |||||||
| 10 MILL ST | SPRINGFIELD | MA | 01108 | PC | CHARITY | $250 | |
| ST JUDES CHILDREN'S HOSPITAL | |||||||
| 301 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | CHARITY | $2,000 | |
| ST MARYS CATHOLIC CHURCH | |||||||
| 1241 S CORNING ST | LOS ANGELES | CA | 90035 | PC | CHARITY | $5,000 | |
| ST MICHAELS CATHOLIC CHURCH | |||||||
| 1016 W MANCHESTER AVE | LOS ANGELES | CA | 90044 | PC | CHARITY | $5,000 | |
| ST BERNARD SCHOOL | |||||||
| 232 PEARL ST | ENFIELD | CT | 06082 | PC | CHARITY | $500 | |
| STABLE OF MEMORIES INC | |||||||
| 1520 LEXINGTON ROD | GEORGETOWN | KY | 40324 | PC | CHARITY | $500 | |
| STANDARDBRED RETIREMENT FOUNDATION | |||||||
| 42 ARNEYTOWN-HORNERSTOWN ROAD | CREAM RIDGE | NJ | 08514 | PC | CHARITY - HORSES IN NEED | $2,500 | |
| THE ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST NE SUITE 600 | ATLANTA | GA | 30309 | PC | CHARITY | $1,000 | |
| THE DREAM FOUNDATION | |||||||
| 1528 CHAPALA ST 304 | SANTA BARBARA | CA | 93101 | PC | CHARITY | $2,500 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | CHARITY | $2,500 | |
| THE SHADOW FUND | |||||||
| 500 FEDERAL ST | ANDOVER | MA | 01810 | PC | CHARITY | $1,000 | |
| THE SMILE TRAIN | |||||||
| 633 3RD AVE 9TH FLOOR | NEW YORK | NY | 10017 | PC | CHARITY | $500 | |
| THE VILLAGE PLAYERS | |||||||
| 55 SCHOOL ST | SOMERS | CT | 06071 | PC | CHARITY | $300 | |
| TRUSTEES OF BOSTON COLLEGE | |||||||
| 140 BEACON ST 1 | CHESTNUT HILL | MA | 02467 | PC | CHARITY | $25,000 | |
| UCONN FOUNDATION - ATHLETICS | |||||||
| 2111 HILLSIDE ROAD UNIT 1078 | STORRS MANSFIELD | CT | 06269 | PC | CHARITY | $15,000 | |
| UNIFY AGAINST BULLYING | |||||||
| 1350 MAIN ST SUITE 1214 | AGAWAM | MA | 01001 | PC | CHARITY | $750 | |
| UNIVERSITY OF SAINT JOSEPH | |||||||
| 1678 ASYLUM AVENUE | WHARTFORD | CT | 06117 | PC | CHARITY | $5,000 | |
| USS CONSTITUTION MUSEUM | |||||||
| 4 FOX STREET | NASHUA | NH | 03064 | PC | CHARITY | $1,000 | |
| WATERBURY POLICE ACTIVITY LEAGUE | |||||||
| 64 DIVISION ST | WATERBURY | CT | 06704 | PC | CHARITY | $10,000 | |
| WILBRAHAM MONSON ACADEMY | |||||||
| 423 MAIN ST | WILBRAHAM | MA | 01095 | PC | CHARITY | $60,000 | |
| YMCA OF GREATER SPRINGFIELD | |||||||
| 1500 MAIN ST | SPRINGFIELD | MA | 01103 | PC | CHARITY | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,450,017 | 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 | $17,722 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,960 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$106,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,976 | 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 INC | 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 | $1,665,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT FIDELITY | StockNm |
| EOY Book Value | $8,329,569 | EOYBookValueAmt |
| EOYFMV | $8,329,569 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT HORIZON PARK APARTMENTS | AT COST | $141,098 | $141,098 |
| INVESTMENT KIMELMAN | AT COST | $1,734,831 | $1,734,831 |
| INVESTMENT- ADMIRAL MCM | AT COST | $93,374 | $93,374 |
| INVESTMENT - NEW VALLEY BANK | AT COST | $350,000 | $350,000 |
| INVESTMENT - BORDEN INVESTORS | AT COST | $195,922 | $195,922 |
| INVESTMENT - UBS | AT COST | $1,035,298 | $1,035,298 |
| INVESTMENT - VITALITY BIOPHARM | AT COST | $125,000 | $125,000 |
| INVESTMENT - ARORA ADVISORS | AT COST | $49,707 | $49,707 |
| INVESTMENT - ADMIRAL CW | AT COST | $50,721 | $50,721 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,949 | LegalFeesAmt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,974 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC | $360 | $360 | $0 |
| OFFICE | $290 | $290 | $0 |
| INTEREST | $41 | $41 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Revenue And Expenses Per Books | -$106,171 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$106,171 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,555,691 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $16,670 | Amt |
| Net Investment Income | $16,670 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,334 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |