THE PATRICK AND CATHERINE DONAGHUE MEDICAL RESEARCH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE PATRICK AND CATHERINE DONAGHUE MEDICAL RESEARCH FOUNDATION (EIN 06-6348275)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-12
- IRS object ID
- 202001649349100405
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-12T10:16:07-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TRUMBULL ST 24TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066348275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATRICK AND CATHERINE WELDON | BusinessNameLine1Txt |
| Business Name Line2 | DONAGHUE MEDICAL RESEARCH FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 8605219011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061071919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE GARNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8605219011 | PhoneNum |
| Signature | 2020-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G SULLIVAN | PreparerPersonNm |
| PTIN | P00579546 | PTIN |
| Phone | 8605223111 | 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 | $76,303,937 | 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 | $1,658,879 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,658,879 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,597,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,866,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,597,958 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $141,781 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $141,781 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,398,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,398,618 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $428,432 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $271,900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $166,528 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $264,885 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $264,885 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,743 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,743 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,234 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,234 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,975 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,122 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,784 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,784 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,528 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,528 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $65,894 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $65,894 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,538 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,538 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $18,844 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $18,844 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,682 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,148,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $387,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,528 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $714,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,235,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,235,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,383,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $387,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,528 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,949,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,010,959 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,296 | CashBOYAmt |
| Cash EOY | $4,441 | CashEOYAmt |
| Cash EOYFMV | $4,441 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,104,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,552,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $255,086 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $46,778,232 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,693,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,965,859 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,636,111 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,416,073 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,454,344 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,407,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,614,501 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,617,806 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $45,936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,535 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,929 | LandBOYAmt |
| Land EOY | $6,401 | LandEOYAmt |
| Land EOYFMV | $6,401 | LandEOYFMVAmt |
| Total Assets BOY | $67,940,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,286,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,303,937 | 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 | $7,929 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $6,401 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $67,932,813 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,280,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,940,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,286,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,940,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,286,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,940,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $67,955,404 | SubtotalAmt |
| Other Decreases | $668,864 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,286,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $31,866,508 | GrossSalesPriceAmt |
| Cost Or Other Basis | $30,268,550 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,597,958 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,597,958 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,597,958 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,583,372 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $70,093,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051123 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,673,813 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $70,846,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051856 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,029,914 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $65,120,977 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046527 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,279,624 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $66,833,831 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049071 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,121,924 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $68,700,612 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030887 | DistributionYr5Rt |
| Total Distribution | 0.229464 | TotalDistributionRt |
| Average Distribution | 0.045893 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $71,645,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,288,047 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,110 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,318,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,949,765 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,106 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,106 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $47 | EsPenaltyAmt |
| Tax Due | $9,160 | 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 | WWW.DONAGHUE.ORG | WebsiteAddressTxt |
| Individual With Books | LYNNE GARNER PHD | IndividualWithBooksNm |
| Phone | 8605219011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061071919 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA NA | ||||||||
| 101 EAST RIVER DRIVE | EAST HARTFORD | CT | 06108 | TRUSTEE | 20.00 | $261,904 | $0 | $0 |
| LYNNE GARNER | ||||||||
| 18 NORTH MAIN STREET | WEST HARTFORD | CT | 06107 | TRUSTEE/PRESIDENT | 40.00 | $166,528 | $18,719 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY YEDLIN | ||||||||
| 18 NORTH MAIN STREET | WEST HARTFORD | CT | 06107 | VICE PRESIDENT | 40.00 | $131,906 | $15,894 | $0 |
| STACY CLOUD | ||||||||
| 18 NORTH MAIN STREET | WEST HARTFORD | CT | 06107 | GRANT ADMINISTRATOR | 30.00 | $78,108 | $24,130 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $72,725,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,369 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,401 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,736,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,736,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,091,055 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,645,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,582,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,582,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,219 | TotalTaxAmt |
| Distributable Before Adj | $3,522,078 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,522,078 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,522,078 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,949,765 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,949,765 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,949,765 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,522,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $136,821 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $136,821 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,949,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,949,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $136,821 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $136,821 | 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 | $435,492 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNNE GARNER PRESIDENT THE DONAGHUE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 NORTH MAIN STREET | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605219011 | RecipientPhoneNum |
| Form And Info And Materials | AS INSTRUCTED ON THE FOUNDATIONS WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIABLE - INQUIRE AT (860) 521-9011 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS INSTRUCTED ON THE FOUNDATION WEB SITE, WWW.DONAGHUE.ORG, HOW TO APPLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMYHEALTH | |||||||
| 1666 K STREET SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | FOSTERING COLLABORATION TO ADVANCE EVIDENCE OF LOW VALUE CARE | $65,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE DA1210 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | ASSESSING TOXICITY AND ADHERENCE OF ORAL CANCER THERAPIES WITH EPROS | $220,000 |
| FEINSTEIN INSTITUTE FOR RESEARCH | |||||||
| 350 COMMUNITY DRIVE | MANHASSET | NY | 110303816 | NONE | PUBLIC CHARITY | LONG TERM CARE & FUTURE PLANNING FOR ADULTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES | $80,000 |
| HARVARD PILGRIM HEALTH CARE | |||||||
| 401 PARK DRIVE SUITE 401 EAST | BOSTON | MA | 022155450 | NONE | PUBLIC CHARITY | IMPACT OF A JOINT VENURE ON HEALTH CARE VALUE | $181,726 |
| HEALTH RESEARCH ALLIANCE | |||||||
| PO BOX 16305 | DURHAM | NC | 27709 | NONE | PUBLIC CHARITY | MEMBERS MEETING | $5,500 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 1800 ORLEANS STREET SUITE 6336 | BALTIMORE | MD | 21287 | NONE | PUBLIC CHARITY | CLINICAL OUTCOMES AND ICU MORBIDITIES IN CHILDREN | $215,000 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | |||||||
| 1730 MINOR AVENUE | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | VALUE-BASED FORMULARY-ESSENTIALS: TESTING & EXPANDING ON VALUE IN PRESCRIPTION DRUG BENEFIT DESIGN | $193,225 |
| KANSAS STATE UNIVERSITY | |||||||
| 1324 LOVERS LANE | MANHATTAN | KS | 66056 | NONE | PUBLIC CHARITY | RESIDENT AND INSTITUTIONAL OUTCOMES OF PERSON-CENTERED CARE | $59,910 |
| METROPOLITAN JEWISH HEALTH SYSTEM | |||||||
| 39 BROADWAY 3RD FLOOR | NEW YORK CITY | NY | 10006 | NONE | PUBLIC CHARITY | RACE, ETHNICITY & PRESSURE ULCERS IN NURSING HOMES | $70,760 |
| PORTLAND STATE UNIVERSITY | |||||||
| PO BOX 751 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | IMPROVING CARE THROUGH COMPLAINTS AND INSPECTIONS DATA | $82,078 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 180 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | JUST GOOGLE IT: WHAT IS THE IMPACT OF MAKING HEALTH CARE MORE ACCESSIBLE | $33,000 |
| THE HASTINGS CENTER | |||||||
| 21 MALCOLM GORDON ROAD | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | EXPANDED ETHICS SCHOLARSHIP & ENGAGEMENT WITH TARGETED PUBLICS | $160,000 |
| THE NEW JEWISH HOME | |||||||
| 120 WEST 106TH STREET | NEW YORK CITY | NY | 10025 | NONE | PUBLIC CHARITY | EVALUATIONS OF GERIATRIC SUBSTANCE ABUSE | $26,180 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2121 BERKELEY WAY WEST ROOM 5435 | BERKELEY | CA | 94720 | NONE | PUBLIC CHARITY | EFFECTIVE PARTNERSHIP STRATEGIES IN HIGH PERFORMING AREA AGENCIES ON AGING | $40,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5841 SOUTH MARYLAND | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | EFFECTS OF THE COMPREHENSIVE CARE PHYSICIAN PROGRAM | $55,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | HOSPITAL STRATEGIES FOR SUCCESS IN EPISODE-BASED HOSPITALS | $221,280 |
| UNIVERSITY OF MINNESOTA | |||||||
| 420 DELAWARE ST SE | MINNEAPOLIS | MN | 55455 | NONE | PUBLIC CHARITY | QUALITY CARE INFORMATION INTO TIERED COST HEALTH INSURANCE BENEFIT | $161,832 |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| 4202 E FOWLER AVE MHC 1300 | TAMPA | FL | 33620 | NONE | PUBLIC CHARITY | FINDING THE CONSUMER VOICE: NURSING HOME COMPLAINTS | $70,905 |
| UNIVERSITY OF WASHINGTON | |||||||
| 1959 NE PACIFIC STREET BOX 356526 | SEATTLE | WA | 98115 | NONE | PUBLIC CHARITY | PROMOTING SAFETY BY ADAPTING CANDOR TO ELDERCARE SETTING | $89,482 |
| YALE UNIVERSITY | |||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | REDUCING UNWANTED CARE & IMPROVING OUTCOMES | $204,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,235,095 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FEINSTEIN INSTITUTE FOR RESEARCH | |||||||
| 350 COMMUNITY DRIVE | MANHASSET | NY | 110303816 | NONE | PUBLIC CHARITY | LONG TERM CARE & FUTURE PLANNING FOR ADULTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES | $80,000 |
| HARVARD PILGRIM HEALTH CARE | |||||||
| 401 PARK DRIVE SUITE 401 EAST | BOSTON | MA | 022155450 | NONE | PUBLIC CHARITY | IMPACT OF A JOINT VENURE ON HEALTH CARE VALUE | $159,827 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | |||||||
| 1730 MINOR AVENUE | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | VALUE-BASED FORMULARY-ESSENTIALS: TESTING & EXPANDING ON VALUE IN PRESCRIPTION DRUG BENEFIT DESIGN | $206,692 |
| THE HASTINGS CENTER | |||||||
| 21 MALCOLM GORDON ROAD | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | EXPANDED ETHICS SCHOLARSHIP & ENGAGEMENT WITH TARGETED PUBLICS | $480,000 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1111 FRANKLIN ST12TH FLOOR | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | THE USE OF TELEMEDICINE TO ACHIEVE HIGHER VALUE PREGNANCY CARE FOR LOW-INCOME, URBAN WOMEN | $411,802 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | HOSPITAL STRATEGIES FOR SUCCESS IN EPISODE-BASED HOSPITALS | $192,444 |
| UNIVERSITY OF WASHINGTON | |||||||
| 1959 NE PACIFIC STREET BOX 356526 | SEATTLE | WA | 98115 | NONE | PUBLIC CHARITY | PROMOTING SAFETY BY ADAPTING CANDOR TO ELDERCARE SETTING | $86,675 |
| YALE UNIVERSITY | |||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | REDUCING UNWANTED CARE & IMPROVING OUTCOMES | $194,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,811,521 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,658,879 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,597,958 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,398,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,398,618 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $38,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | OTHER INVESTMENTS | BondNm |
| EOY Book Value | $10,416,073 | EOYBookValueAmt |
| EOYFMV | $10,454,344 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $44,693,038 | EOYBookValueAmt |
| EOYFMV | $55,965,859 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,614,501 | BookValueAmt |
| EOYFMV | $9,617,806 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (42 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| TELEPHONE EQUIPMENT | $2,430 | $2,430 | $0 | |
| FILING CABINET METAL (6) | $1,280 | $1,280 | $0 | |
| CREDENZA | $1,026 | $1,026 | $0 | |
| CONFERENCE CHAIRS (16) | $5,280 | $5,280 | $0 | |
| CONFERENCE TABLE (6) | $4,362 | $4,362 | $0 | |
| BOOKCASE - 28" WIDE | $40 | $40 | $0 | |
| L-SHAPED DESK | $756 | $756 | $0 | |
| ERGON SWIVEL CHAIRS (3) | $1,860 | $1,860 | $0 | |
| WOOD CREDENZA - 6' X 29" | $550 | $550 | $0 | |
| DESK | $550 | $550 | $0 | |
| METAL FILING CABINET - 28" X 42" | $270 | $270 | $0 | |
| WOOD FILING CABINET - 3' X 29.5" | $390 | $390 | $0 | |
| COFFEE TABLE - 42" X 16" | $120 | $120 | $0 | |
| CHAIRS (3) | $3,124 | $3,124 | $0 | |
| FLOOR LAMP | $310 | $310 | $0 | |
| IKEA RADVIKEN CHAIR | $179 | $54 | $125 | $125 |
| ROUND END TABLE, MAPLE TOP ROOM + BOARD | $409 | $123 | $286 | $286 |
| STANDING DESK EQUIPMENT | $1,372 | $821 | $551 | $551 |
| CHAIR - GUEST (5) | $1,280 | $1,280 | $0 | |
| WOOD BOOKCASE - 49" X 29" | $450 | $450 | $0 | |
| WOOD BOOKCASE - 3' X 4' | $270 | $270 | $0 | |
| 2-SEAT SETTEE | $2,415 | $726 | $1,689 | $1,689 |
| PILLOWS | $480 | $144 | $336 | $336 |
| SIDE TABLE | $970 | $291 | $679 | $679 |
| AREA RUG | $655 | $198 | $457 | $457 |
| HP LASERJET PRO 400 PRINTER | $424 | $424 | $0 | |
| SERVER - COMPUTER | $3,999 | $3,999 | $0 | |
| DELL 19" FLAT PANEL MONITOR | $195 | $195 | $0 | |
| 3 HP PROBOOK 4540S LAPTOP | $2,455 | $2,455 | $0 | |
| DELL LAPTOP | $691 | $691 | $0 | |
| HP PROBOOK 450 G4 15" SCREEN LAPTOP | $855 | $513 | $342 | $342 |
| HP PROBOOK 450 G4 15" SCREEN LAPTOP | $855 | $513 | $342 | $342 |
| HP ULTRASLIM DOCK 2013 FOR NOTEBOOK | $179 | $108 | $71 | $71 |
| HP BUSINESS 23" MONITOR | $149 | $90 | $59 | $59 |
| HP PROBOOK 640 G3 14 NOTEBOOK | $1,019 | $612 | $407 | $407 |
| OIL PORTRAIT OF ETHEL DONAGHUE | $800 | $0 | $800 | $800 |
| REFRIGERATOR | $1,301 | $1,301 | $0 | |
| MICROWAVE OVEN | $90 | $90 | $0 | |
| PICTURES | $1,320 | $1,320 | $0 | |
| PICTURES | $132 | $132 | $0 | |
| PENDANT LAMP (DESIGN WITHIN REACH) | $345 | $207 | $138 | $138 |
| WALL SHELVES (BLU DOT) | $299 | $180 | $119 | $119 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,234 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,234 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $668,864 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POSTAGE | $1,607 | $0 | $0 | $1,607 |
| MISCELLANEOUS | $45,882 | $0 | $0 | $45,882 |
| SUPPLIES | $1,065 | $0 | $0 | $1,065 |
| TELEPHONE | $2,933 | $0 | $0 | $2,933 |
| COMPUTER MAINTENANCE | $9,195 | $0 | $0 | $9,195 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $141,781 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $141,781 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESMENT FEES | $77,975 | $77,975 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $16,122 | $0 | $0 | $16,122 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $55,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $37,784 | $37,784 | $0 | $0 |