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ARMSTRONG ANGEL FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ARMSTRONG ANGEL FOUNDATION (EIN 81-0778752)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133199349102103
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T08:59:45-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810778752EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARMSTRONG ANGEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARMSBusinessNameControlTxt
Phone2033514275PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131 MEADOW ROADAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY ARMSTRONGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2033514275PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNANCYPersonFirstNm
Person LastARMSTRONGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBRA J MALONEPreparerPersonNm
PTINP01278914PTIN
Phone6177610600PhoneNum
Preparation2021-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,578,465FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$160,690DividendsRevAndExpnssAmt
Dividends Net Invst Incm$160,690DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,436,974NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,866,486GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,992,963CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$117,599OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,722,763TotalRevAndExpnssAmt
Total Net Invst Incm$2,153,653TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,497TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,497TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,039OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$27,039OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,036TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,036TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,907,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,907,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,944,536TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,036TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,907,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$221,773ExcessRevenueOverExpensesAmt
Net Investment Income$2,116,617NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$479,347CashBOYAmt
Cash EOY$115,393CashEOYAmt
Cash EOYFMV$115,393CashEOYFMVAmt
Acct Rcvbl$15,855AcctRcvblAmt
Acct Rcvbl BOY$15,755AcctRcvblBOYAmt
Acct Rcvbl EOY$15,855AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$15,855AcctRcvblEOYFMVAmt
Corporate Stock BOY$11,276,906CorporateStockBOYAmt
Corporate Stock EOY$10,565,516CorporateStockEOYAmt
Corporate Stock EOYFMV$15,460,324CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,673,456CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$185,702OtherInvestmentsBOYAmt
Other Investments EOY$2,794,009OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,986,893OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,631,166TotalAssetsBOYAmt
Total Assets EOY$13,490,773TotalAssetsEOYAmt
Total Assets EOYFMV$19,578,465TotalAssetsEOYFMVAmt
Accounts Payable BOY$39,727AccountsPayableBOYAmt
Accounts Payable EOY$39,727AccountsPayableEOYAmt
Total Liabilities BOY$39,727TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,727TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,591,439CapitalStockBOYAmt
Capital Stock EOY$13,451,046CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,591,439TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,451,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,631,166TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,490,773TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,591,439TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$221,773ExcessRevenueOverExpensesAmt
Other Increases$81,380OtherIncreasesAmt
Subtotal$13,451,046SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,451,046TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINS FROM INVESTMENT PARTNERSHIPSP$208,063$208,063$208,063
GOLDMAN SACHS - PUBLICLY TRADED SECURITIES$2,757,266$71,371$71,371$2,685,895
GOLDMAN SACHS - PUBLICLY TRADED SECURITIES$1,867,837$1,680,209$1,680,209$187,628
CAPITAL GAINS DIVIDENDSP$33,320$33,320$33,320
FieldValueIRS element (for citing)
Capital Gain Net Income$1,992,963CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29,421InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$29,421SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$29,421TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,761EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$42,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$59,761TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$176EsPenaltyAmt
Overpayment$30,164OverpaymentAmt
Applied To ES Tax$30,164AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNANCY ARMSTRONGIndividualWithBooksNm
Phone2033514275PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1131 MEADOW ROADAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY A ARMSTRONG
131 MEADOW ROADRIVERSIDECT06878TRUSTEE2.00$0$0$0
TIMOTHY M ARMSTRONG
131 MEADOW ROADRIVERSIDECT06878TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,746,203AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$526,890AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,986,893FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,259,986TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,259,986AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$303,900CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,956,086NetVlNoncharitableAssetsAmt
Minimum Investment Return$997,804MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$997,804MinimumInvestmentReturnAmt
Tax Based On Investment Income$29,421TaxBasedOnInvestmentIncomeAmt
Total Tax$29,421TotalTaxAmt
Distributable Before Adj$968,383DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$968,383DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$968,383DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,907,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,907,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,907,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$968,383DistributableAsAdjustedAmt
Undistributed Income PY$13,689UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,907,500QualifyingDistributionsAmt
Applied To Year1$13,689AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$968,383AppliedToCurrentYearAmt
Remaining Distri From Corpus$925,428RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$925,428TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$925,428ExcessDistriCyovToNextYrAmt
Excess From Current Year$925,428ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNANCY A ARMSTRONGContributingManagerNm
Contributing ManagerTIMOTHY M ARMSTRONGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN OF FALLEN PATRIOTS FOUNDATION
1818 LIBRARY STREET SUITE 500RESTONVA20190N/APCGENERAL PURPOSE$50,000
GREENWICH ACADEMY
200 NORTH MAPLE AVENUEGRENWICHCT06830N/APCGENERAL PURPOSE$1,150,000
KING SCHOOL PARENTS ASSOCIATION
1450 NEWFIELD AVENUESTAMFORDCT06905N/APCGENERAL PURPOSE$210,000
THE NANTUCKET DREAMLAND FOUNDATION
PO BOX 989NANTUCKETMA02554N/APCGENERAL PURPOSE$40,000
BELIEVE IN A CURE
151 HERRICKS RD STE 204NEW HYDE PARKNY11040N/APCGENERAL PURPOSE$2,500
FEEDING AMERICA
161 NORTH CLARK STREET SUITE 700CHICAGOIL60601N/APCGENERAL PURPOSE$100,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE BOX 1049NEW YORKNY10029N/APCGENERAL PURPOSE$100,000
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
4805 MT HOPE DRIVEBALTIMOREMD21215N/APCGENERAL PURPOSE$250,000
TEAM RUBICON
214 MAIN STREET 354EL SEGUNDOCA90245N/APCGENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,907,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160,690ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$117,599ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,436,974ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,715,263ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,715,263TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY AND NANCY ARMSTRONGBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1131 MEADOW ROADAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,500Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$10,565,516EOYBookValueAmt
EOYFMV$15,460,324EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REAL ESTATE PARTNERSHIPAT COST$135,066$437,004
PRIVATE EQUITYAT COST$1,970,149$2,533,153
ALTERNATIVE INVESTMENTSAT COST$688,794$1,016,736

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP INVESTMENT DEDUCTIONSDesc
Revenue And Expenses Per Books$27,039RevenueAndExpensesPerBooksAmt
Net Investment Income$27,039NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NONDIVIDEND DISTRIBUTIONS$87,470$0$87,470
UNITED STATES TREASURY$30,129$0$30,129

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTSDesc
Amt$81,380Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTIMOTHY AND NANCY ARMSTRONGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131 MEADOW ROADAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$2,471$2,471$0
PARTNERSHIP INVESTMENT FOREIGN TAXES$26$26$0