HERSHER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HERSHER FAMILY FOUNDATION INC (EIN 06-1484489)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202021969349100507
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T06:31:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043382963 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAYMAN HOULE KEATING & ALBRIGHT PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 COTTON ROAD | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03063 | 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 | 061484489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERSHER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERS | BusinessNameControlTxt |
| Phone | 6034942507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 NEWPORT STREET | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02476 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE LICCIARDELLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6034942507 | PhoneNum |
| Signature | 2020-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY H DITMANMSTCPA | PreparerPersonNm |
| PTIN | P00081736 | PTIN |
| Phone | 6035958000 | PhoneNum |
| Preparation | 2020-07-12 | PreparationDt |
| 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 | $1,982,028 | 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 |
| Interest On Sav Rev And Expnss | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $66 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $46,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,822 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $46,822 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $332,435 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,925 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $773 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,575 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,575 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $129,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,813 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,236 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $21,942 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,942 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,057 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,057 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $280 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,534 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,236 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,156 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $783,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $811,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,242,324 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $622,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $578,246 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $701,548 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,422,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,428,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,982,028 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $50 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $50 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,422,973 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,428,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,422,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,428,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,422,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,428,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,422,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,059 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,428,032 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,428,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| VIA MERRILL LYNCH | P | 2019-12-31 | $5,405 | $4,632 | $773 | $773 | |
| VIA MERRILL LYNCH | P | 2019-05-08 | $829 | $829 | 2019-05-08 | ||
| VIA MERRILL LYNCH | P | 2019-12-31 | $226,729 | $172,055 | $54,674 | $54,674 | |
| VIA MERRILL LYNCH | P | 2019-12-31 | $99,472 | $73,994 | $25,478 | $25,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,925 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $773 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,859,113 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043838 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,821,411 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044746 | DistributionYr2Rt |
| Total Distribution | 0.088584 | TotalDistributionRt |
| Average Distribution | 0.044292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,865,960 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,647 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,025 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,672 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,050 | 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 | $1,025 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,025 | SubtotalAmt |
| Tax Based On Investment Income | $1,025 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $1,064 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANNE LICCIARDELLO | IndividualWithBooksNm |
| Phone | 6034942507 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 NEWPORT STREET | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRY HERSHER | |||||||||||||
| 137 BENCHLANDS TERRACE | CANMORE | ALBERTA | CA | T1W 1G2 | SECRETARY | 1.00 | $0 | $0 | $0 | ||||
| REBECCA R HERSHER | |||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | 2911 GUILFORD AVENUE | BALTIMORE | MD | 21218 | |||||
| ANNE LICCIARDELLO | |||||||||||||
| PRESIDENT | 2.00 | $0 | $0 | $0 | 61 NEWPORT STREET | ARLINGTON | MA | 02476 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,882,471 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,894,376 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,894,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,865,960 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,025 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,025 | TotalTaxAmt |
| Distributable Before Adj | $92,273 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,273 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,273 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $99,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,025 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,273 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,031 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $825 | TotalForPriorYearsAmt |
| Qualifying Distributions | $99,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,031 | AppliedToYear1Amt |
| Applied To Prior Years | $825 | AppliedToPriorYearsAmt |
| Applied To Current Year | $7,194 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $85,079 | UndistributedIncomeCYAmt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SAY STUTTERING ASSOC FOR THE YOUNG | ||||||||
| 247 WEST 37TH ST | SUITE 5TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $7,500 |
| JEWISH SENIOR SERVICES | ||||||||
| 4200 PARK AVENUE | BRIDGEPORT | CT | 06604 | NONE EXEMPT ORG | IN SUPPORT OF CHARITABLE | $10,000 | ||
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVENUE | 3RD FLOOR | BOSTON | MA | 02215 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $10,000 |
| TEMPLE ADATH YESHURUN | ||||||||
| 152 PROSPECT STREET | MANCHESTER | NH | 03104 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $5,000 | |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 2710 PARK AVENUE | BRIDGEPORT | CT | 06604 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $5,000 | |
| SOUTHERN INST FOR EDU & RESEARCH | ||||||||
| MR BOX 1692 | 31 MCALISTER DR | NEW ORLEANS | LA | 70118 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $3,000 |
| GREATER BRIDGEPORT SYMPHONY | ||||||||
| 446 UNIVERSITY AVENUE | BRIDGEPORT | CT | 06604 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $10,000 | |
| FAMILIES IN TRANSITION | ||||||||
| 122 MARKET STREET | MANCHESTER | NH | 03101 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $10,000 | |
| CHILDREN'S LITERACY FOUNDATION | ||||||||
| 1536 LOOMIS HILL RD | WATERBURY CENTER | VT | 05677 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $3,500 | |
| PLANNED PARENTHOODNORTHERN NEWENG | ||||||||
| 128 LAKESIDE AVE | SUITE 301 | BURLINGTON | VT | 05401 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $20,000 |
| UNITED POLICYHOLDERS | ||||||||
| 381 BUSH STREET | 8TH FL | SAN FRANCISCO | CA | 94104 | NONE | EXEMPT ORG | IN SUPPORT OF CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,925 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REFUND | Desc |
| Related Or Exempt Function Incm | $1,575 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,813 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,575 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,388 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $811,680 | EOYBookValueAmt |
| EOYFMV | $1,242,324 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS MUTUAL FUNDS | CategoryOrItemTxt |
| Book Value | $578,246 | BookValueAmt |
| EOYFMV | $701,548 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| DEPOSITORY FEES | $280 | $280 | |
| CT SOS BUSINESS FILING FEE | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REFUND | Desc |
| Revenue And Expenses Per Books | $1,575 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,575 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OFFICER | Desc |
| EOY Book Value | $50 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEE | CategoryTxt |
| Amt | $21,942 | Amt |
| Net Investment Income | $21,942 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $3,057 | Amt |
| Net Investment Income | $3,057 | NetInvestmentIncomeAmt |