THE STEWART B MCKINNEY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE STEWART B MCKINNEY FOUNDATION INC (EIN 06-1213697)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-01-29
- IRS object ID
- 202130299349100603
- Schema version
- 2019v5.1
- 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
- Amortization Schedule
- Applied To Prior Year Election
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-29T11:41:01-06:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIRONEFRIEDBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RESEARCH DRIVE SUITE 450 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061213697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEWART B MCKINNEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 2032557965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 338 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH MCKINNEY TRITSCLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2039139454 | PhoneNum |
| Signature | 2021-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WM H VAN ALSTYNE | PreparerPersonNm |
| PTIN | P01236311 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,253,457 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Gross Rents Rev And Expnss | $113,693 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $113,693 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $47,433 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,693 | 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 |
| Accounting Fees Rev And Expnss | $14,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,525 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,228 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $16,228 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $566 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,291 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,082 | CashBOYAmt |
| Cash EOY | $276,497 | CashEOYAmt |
| Cash EOYFMV | $276,497 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,225 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $220 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $1,005 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,005 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,348,917 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $225,182 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,139,963 | LandBOYAmt |
| Land EOY | $1,123,735 | LandEOYAmt |
| Land EOYFMV | $974,818 | LandEOYFMVAmt |
| Other Assets BOY | $2,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,137 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,137 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,442,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,402,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,253,457 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,750 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $10,951 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,951 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,701 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,425,094 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,382,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,425,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,382,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,442,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,402,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,425,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,382,673 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,382,673 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,865 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,478,632 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041163 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,818 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,504,383 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,505 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,546,878 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018427 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,643,292 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060853 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.207401 | TotalDistributionRt |
| Average Distribution | 0.041480 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,458,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $474 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,980 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,291 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,137 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,137 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $663 | OverpaymentAmt |
| Applied To ES Tax | $663 | 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 | 0 | 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 | ELIZABETH MCKINNEY TRITSCHLER | IndividualWithBooksNm |
| Phone | 2039139454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 WESTWAY ROAD | AddressLine1Txt |
| City | SOUTHPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| STUART B MCKINNEY JR | ||||||||
| 59 HIGH ROCK ROAD | SANDY HOOK | CT | 06482 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN P MCKINNEY | ||||||||
| 19 EDGEMARTH HILL ROAD | WESTPORT | CT | 06880 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LUCIE B MCKINNEY | ||||||||
| SUITE 42-574 | CAPE CORAL | FL | 33991 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEAN MCKINNEY | ||||||||
| 28 CRESTVIEW LANE | DANBURY | CT | 06810 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH MCKINNEY TRITSCHLER | ||||||||
| 271 WESTWAY ROAD | SOUTHPORT | CT | 06890 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $280,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,480,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,480,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,458,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $474 | TotalTaxAmt |
| Distributable Before Adj | $72,460 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,460 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,460 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,291 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,291 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $474 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,817 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,460 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,983 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,291 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,983 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,308 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $48,152 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS ACADEMY | |||||||
| 500 STATE STREET | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | SUPPORT FOR EARLY CHILDHOOD LEARNING IN BRIDGEPORT CONNECTICUT | $5,500 |
| ARTS TRIUMPHANT | |||||||
| 365 LIONS OAK LANE | BERKELEY SPRINGS | WV | 25411 | NONE | PUBLIC CHARITY | SUPPORT FOR UNDERPRIVILEGED CHILDREN'S ARTS | $5,200 |
| HAMBURG BASEBALL PROGRAM | |||||||
| 4932 BEST ST | HAMBURG | NY | 14075 | NONE | PUBLIC CHARITY | SUPPORT IN HELPING TO BUILD A COMMUNITY ENTHUSIATIC ABOUT BASEBALL AND RICH IN PLAYER DEVELOPMENT. | $1,000 |
| JUDY DWORIN PERFORMANCE PROJECT | |||||||
| 75 CHARTER OAK AVENUE SUITE 206 | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | SUPPORT BY PERFORMANCE OF ARTS | $10,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE NO 400 | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | SUPPORT TO HELP WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | $2,500 |
| NOURISH BRIDGEPORT | |||||||
| 2200 NORTH AVE | BRIDGEPORT | CT | 06601 | NONE | PUBLIC CHARITY | SUPPORT TO HELP FOOD PROGRAM TO FEED HUNGER IN NEIGHBORING COMMUNITY OF BRIDGEPORT, | $5,000 |
| OPERATION HOPE | |||||||
| 638 OLD POST ROAD | FAIRFIELD | CT | 06824 | NONE | PUBLIC CHARITY | SUPPORT TO HELP THE HOMELESS IN FAIRFIELD COUNTY CONNECTICUT | $25,000 |
| PINE ISLAND BEACON OF HOPE INC | |||||||
| 5090 DOUG TAYLOR CIRCLE | ST JAMES CITY | FL | 33956 | NONE | PUBLIC CHARITY | BUILDING BRIDGES FOR PEOPLE IN NEED WITH PEOPLE WHO WANT TO SERVE IN FLORIDA | $10,000 |
| THE SALVATION ARMY | |||||||
| 30 ELM ST | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | SUPPORT TO HELP THE HOMELESS IN FAIRFIELD COUNTY CONNECTICUTSUPPORT TO HELP THE HOMELESS IN FAIRFIELD COUNTY CONNECTICUT | $5,000 |
| WOMENS CENTER OF DANBURY | |||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NONE | PUBLIC CHARITY | SUPPORT TO HELP VIOLENCE AGAINST WOMEN IN FAIRFIELD COUNTY CONNECTICUT | $300 |
| YMCA OF WESTPORT | |||||||
| 14 ALLEN RAYMOND LANE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT AND HEALTHY LIVING IN FAIRFIELD COUNTY CONNECTICUT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $47,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,433 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $14,525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,525 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | DEFERRED LEGAL FEE | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2019-06-01 | AcquiredCompletedOrExpendedDt |
| Amortized | $1,225 | AmortizedAmt |
| Amortization Period | 60.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $220 | CurrentYearAmortizationAmt |
| Net Investment Income | $220 | NetInvestmentIncomeAmt |
| Total Amortization | $220 | TotalAmortizationAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION TO APPLY DISTRIBUTIONS TO UNDISTRIBUTED INCOME OF PRIOR YEARSTHE FOUNDATION HEREBY ELECTS TO APPLY DISTRIBUTIONS MADE DURING THE YEAR TO UNDISTRIBUTED INCOME OF PRIOR YEARS IN THE AMOUNT OF $62,983 | ElectionDesc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2006-09-21 | $716,000 | L | $0 | $0 | ||
| IMPROVEMENTS | 2006-09-21 | $7,416 | SL | $190 | $190 | $2,376 | 39.000000000000 |
| BUILDING | 2006-09-21 | $625,501 | SL | $16,038 | $16,038 | $206,578 | 39.000000000000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DEFERRED LEGAL FEE | CategoryOrItemTxt |
| Cost Or Other Basis | $1,225 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $220 | AccumulatedDepreciationAmt |
| Book Value | $1,005 | BookValueAmt |
| EOYFMV | $1,005 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $716,000 | $0 | $716,000 |
| IMPROVEMENTS | $7,416 | $2,566 | $4,850 |
| BUILDING | $625,501 | $222,616 | $402,885 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAX ON INVESTMENT INCOME | Desc |
| BOY Book Value | $2,500 | BOYBookValueAmt |
| EOY Book Value | $1,137 | EOYBookValueAmt |
| EOYFMV | $1,137 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL EXPENSES | $49,812 | $49,812 | $0 |
| BANK CHARGES | $130 | $0 | $130 |
| OFFICE EXPENSE | $436 | $0 | $436 |
| AMORTIZATION | $220 | $220 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $10,951 | BOYBookValueAmt |
| EOY Book Value | $10,951 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,563 | $0 | $0 |
| PAYROLL TAXES | $200 | $0 | $200 |