LOUIS & DORA T MOHILL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS & DORA T MOHILL FOUNDATION INC (EIN 06-6104889)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-08-06
- IRS object ID
- 202522189349101502
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-06T11:37:06-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272562250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAILEY SCARANO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 MAIN STREET | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066104889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS & DORA T MOHILL FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROGER ASTMANN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2032397816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MANSFIELD ROAD | AddressLine1Txt |
| City | NORTH HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064731212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER ASTMANN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032397816 | PhoneNum |
| Signature | 2025-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOMINIC SCARANO JR CPA | PreparerPersonNm |
| PTIN | P00001012 | PTIN |
| Phone | 2034811120 | PhoneNum |
| Preparation | 2025-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,602,157 | 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 | $37,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $127,356 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,356 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $458 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,122 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,813 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,963 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,772 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,481 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $646,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $641,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,512,438 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,238 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $706,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $732,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,602,157 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $706,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $732,207 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $706,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $732,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $706,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $732,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $706,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $732,207 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $732,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | P | 1970-08-30 | 2024-08-27 | $7,068 | $124 | $6,944 | $6,944 |
| GE VERNOVA LLC | P | 1975-07-03 | 2024-05-31 | $88 | $3 | $85 | $85 |
| INTL BUSINESS MACHINES CORP | P | 1970-08-30 | 2025-03-18 | $11,819 | $613 | $11,206 | $11,206 |
| MICROSOFT CORP | P | 1998-04-27 | 2024-05-31 | $12,801 | $694 | $12,107 | $12,107 |
| MICROSOFT CORP | P | 1998-04-27 | 2024-08-27 | $8,272 | $448 | $7,824 | $7,824 |
| MICROSOFT CORP | P | 1998-04-27 | 2025-03-18 | $7,654 | $447 | $7,207 | $7,207 |
| PEPSICO INC | P | 1991-10-30 | 2025-03-18 | $9,722 | $869 | $8,853 | $8,853 |
| PROCTER & GAMBLE CO | P | 1991-10-30 | 2025-03-18 | $7,457 | $461 | $6,996 | $6,996 |
| WAL-MART STORES INC | P | 1990-01-05 | 2024-08-27 | $7,620 | $195 | $7,425 | $7,425 |
| WAL-MART STORES INC | P | 1990-01-05 | 2025-03-18 | $18,143 | $411 | $17,732 | $17,732 |
| CAPITAL GAINS DIVIDENDS | P | $3,386 | $3,386 | $3,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,428 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,428 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,428 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | 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 | $880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $548 | TaxDueAmt |
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 | ROGER ASTMANN | IndividualWithBooksNm |
| Phone | 2032397816 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MANSFIELD ROAD | AddressLine1Txt |
| City | NORTH HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064731212 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER J ASTMANN | ||||||||
| 11 MANSFIELD ROAD | NORTH HAVEN | CT | 064731212 | PRESIDENT | 2.00 | $14,000 | $0 | $0 |
| ANTONY L ASTMANN | ||||||||
| 132 SHORE ROAD | CLINTON | CT | 064132340 | TREASURER | 2.00 | $14,000 | $0 | $0 |
| LINDA K ASTMANN | ||||||||
| 11 MANSFIELD ROAD | NORTH HAVEN | CT | 064731212 | DIRECTOR | 0.10 | $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 | $1,589,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,603,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,603,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,579,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,428 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,428 | TotalTaxAmt |
| Distributable Before Adj | $77,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,538 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,072 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,072 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,655 | 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 | $72,883 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BROKEN UMBRELLA THEATRE | |||||||
| PO BOX 3285 | NEW HAVEN | CT | 06515 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $250 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| PO BOX 96402 | WASHINGTON | DC | 200777929 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $1,000 |
| ANTI DEFAMATION LEAGUE | |||||||
| 1952 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $1,500 |
| CIRCUS ARTS CONSERVATORY | |||||||
| 2075 VAHIA VISTA ST | SARASOTA | FL | 34239 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $100 |
| COLUMBUS HOUSE | |||||||
| PO BOX 7093 | NEW HAVEN | CT | 06519 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $250 |
| COMMUNITY SOUP KITCHEN | |||||||
| 84 BROADWAY | NEW HAVEN | CT | 06511 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $3,500 |
| CONGREGATION BETH ISRAEL | |||||||
| 1630 BANCROFT WAY | BERKELEY | CA | 94703 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $3,000 |
| CONGREGATION MISHKAN ISRAEL | |||||||
| 785 RIDGE ROAD | HAMDEN | CT | 06517 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $9,500 |
| CONNECTICUT FOODSHARE | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $1,500 |
| CT PUBLIC | |||||||
| PO BOX 416096 | BOSTON | MA | 022416096 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $1,500 |
| FOOTE SCHOOL | |||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $650 |
| FRIENDS OF THE NORTH HAVEN LIBRARY | |||||||
| 17 ELM STREET | NORTH HAVEN | CT | 06473 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $100 |
| HAROLD GRINSPOON FOUNDATION | |||||||
| 67 HUNT STREET 100 | AGAWAM | MA | 01001 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $100 |
| HEBREW FREE BURIAL ASSOCIATION | |||||||
| 125 MAIDEN LANE UNIT 5B | NEW YORK | NY | 10038 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $100 |
| HIGH HOPES | |||||||
| 36 TOWN WOODS RD | OLD LYME | CT | 06371 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $200 |
| HOPKINS SCHOOL | |||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $4,000 |
| JEWISH CEMETERY ASSOCIATION | |||||||
| 1390 BLACK ROCK TURNPIKE | FAIRFIELD | CT | 06825 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $100 |
| JEWISH FAMILY SERVICES | |||||||
| 1440 WHALLEY AVE | NEW HAVEN | CT | 06515 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $250 |
| JEWISH FEDERATION OF GREATER NEW HAVEN | |||||||
| 360 AMITY RD | NEW HAVEN | CT | 06525 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $3,000 |
| LEAP | |||||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $100 |
| LONG WHARF THEATRE | |||||||
| 222 SARGENT DR | NEW HAVEN | CT | 06511 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $1,000 |
| NEW BRITAIN MUSEUM OF AMERICAN ART | |||||||
| 56 LEXINGTON ST | NEW BRITAIN | CT | 06052 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $375 |
| NEW HAVEN SYMPHONY ORCHESTRA | |||||||
| 4 HAMILTON ST | NEW HAVEN | CT | 06511 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $5,725 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $2,000 |
| RIDE FOR ROSWELL | |||||||
| ELM CARLTON STREET | BUFFALO | NY | 14263 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $400 |
| RONALD MCDONALD HOUSE | |||||||
| 860 HOWARD AVE | NEW HAVEN | CT | 06519 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $200 |
| SAVE THE CHILDREN | |||||||
| PO BOX 326201 | FAIRFIELD | CT | 06825 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $1,500 |
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 06426 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $750 |
| TOWERS FOUNDATION | |||||||
| 16 TOWER LANE | NEW HAVEN | CT | 06519 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $500 |
| VASSAR COLLEGE | |||||||
| BOX 725 161 COLLEGE AVENUE | POUGHKEEPSIE | NY | 12603 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $1,000 |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $1,000 |
| YALE SCHOOL OF MUSIC | |||||||
| 320 TEMPLE STREET | NEW HAVEN | CT | 06511 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $125 |
| YIDDISH BOOK CENTER | |||||||
| 1021 WEST ST | AMHERST | MA | 01002 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $380 |
| HOSPICE FOUNDATION OF AMERICA | |||||||
| 1707 L STREET NW | WASHINGTON | DC | 20036 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $100 |
| OPERA THEATER OF CONNECTICUT | |||||||
| PO BOX 733 | CLINTON | CT | 06413 | NONE | PC | TO CONTINUE ONGOING PROGRAMS AND SERVICES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,955 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,356 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,356 | 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) |
|---|---|---|
| Amt | $4,580 | Amt |
| Net Investment Income | $458 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,122 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 4,012.036 SHS COLUMBIA SHORT TERM BOND FUND | BondNm |
| EOY Book Value | $40,000 | EOYBookValueAmt |
| EOYFMV | $39,238 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 318 SHS PEPSICO INC | $7,972 | $47,681 |
| 420 SHS PROCTER & GAMBLE CO | $8,607 | $71,576 |
| 1024 SHS WALMART INC | $7,954 | $89,897 |
| 710 SHS EXXON MOBIL CORP | $2,964 | $84,440 |
| 53 SHS CITIGROUP INC NEW COM | $15,861 | $3,762 |
| 153 SHS JP MORGAN CHASE & CO | $20,099 | $37,531 |
| 1,048 SHS WELLS FARGO & CO NEW COM | $35,862 | $75,236 |
| 200 SHS ABBOTT LABS | $16,082 | $26,530 |
| 1,510 SHS PFIZER INC | $4,863 | $38,263 |
| 250 SHS GENERAL ELEC CO | $10,550 | $50,038 |
| 352 SHS INTERNATIONAL BUSINESS MACHS | $6,062 | $87,528 |
| 719.069 SHS OAKMARK SELECT FUND INSTL CL | $29,251 | $56,922 |
| 208 SHS MICROSOFT CORP | $6,953 | $78,081 |
| 320 SHS JOHNSON & JOHNSON | $6,285 | $53,069 |
| 2,021.720 SHS NATIXIS LOOMIS SAYLES GROWTH FUND CL Y | $28,708 | $54,182 |
| 1,321.350 SHS COLUMBIA INCOME OPPORTUNITIES FUND | $12,085 | $11,496 |
| 5,402.884 SHS PIMCO TOTAL RETURN FUND INSTL | $59,423 | $46,897 |
| 2,300 SHS ISHARES RUSSELL MID-CAP ETF | $98,419 | $195,661 |
| 627 SHS ISHARES RUSSELL 2000 ETF | $59,830 | $125,080 |
| 3,295 SHS VANGUARD FTSE DEVELOPED MARKETS ETF | $119,779 | $167,485 |
| 1388 SHS VANGUARD DTSE EMERGING MKTS ETF | $57,345 | $62,821 |
| 324 SHS VANGUARD REAL ESTATE ETF | $20,295 | $29,335 |
| 80 SHS KYNDRYL HOLDINGS INCORP | $74 | $0 |
| 83 SHS GE HEALTHCARE TECHNOLOGIES | $3,633 | $0 |
| 62 SHS GE VERONA | $2,770 | $18,927 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $19,963 | $19,963 | $0 |
| MEMBERSHIP FEE | $850 | $0 | $850 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,942 | $0 | $0 |
| FOREIGN TAX | $616 | $0 | $0 |