MALTEMPO FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MALTEMPO FAMILY CHARITABLE FOUNDATION INC (EIN 06-1454553)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-27
- IRS object ID
- 202012409349100611
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-27T19:40:35Z | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270589609 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H AND R BLOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 INDEPENDENCE DR | AddressLine1Txt |
| City | MARLBOROUGH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06447 | 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 | 061454553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALTEMPO FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALT | BusinessNameControlTxt |
| Phone | 8602677389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 CEMETERY RD | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRYCE MALTEMPO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8602677389 | PhoneNum |
| Signature | 2020-07-29 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN COUR | PreparerPersonNm |
| PTIN | P00344317 | PTIN |
| Phone | 8602958493 | PhoneNum |
| Preparation | 2020-08-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.149.7.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-27 | IPDt |
| IP Tm | 14:45:03 | IPTm |
| Federal Original Submission Id | 06615620201903011094 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E557AD5F2FB923AC99389A32BA7D6740FDD544DC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E557AD5F2FB923AC99389A32BA7D6740FDD544DC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,101,905 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $4,554 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,554 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,303 | DividendsNetInvstIncmAmt |
| Gross Rents Net Invst Incm | $18,340 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $636 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $191,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,397,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $191,765 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $76,706 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $219,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,962 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $76,706 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,160 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,160 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $420 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $420 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,330 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,717 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,717 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,869 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $6,192 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,044 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $96,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $76,706 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,679 | CashBOYAmt |
| Cash EOY | $68,813 | CashEOYAmt |
| Cash EOYFMV | $68,813 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $75,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $666,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $666,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $699,965 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $333,127 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $342,057 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $333,127 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $212,460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,628 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $195,185 | LandBOYAmt |
| Land EOY | $188,832 | LandEOYAmt |
| Total Assets BOY | $1,303,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,316,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,101,905 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,481,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,291,086 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,481,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,291,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,481,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,291,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,481,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $96,990 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,578,872 | SubtotalAmt |
| Other Decreases | $287,786 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,291,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO | P | 2018-01-01 | 2019-12-31 | $838,357 | $723,298 | $115,059 | $115,059 |
| CHARLES SCHWAB & CO | P | 2019-01-01 | 2019-12-31 | $558,904 | $482,198 | $76,706 | $76,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $191,765 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $76,706 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,464,541 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052235 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,107 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,695,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051971 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,443,709 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057144 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,892 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,538,622 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051924 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $104,231 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,511,570 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068955 | DistributionYr5Rt |
| Total Distribution | 0.282229 | TotalDistributionRt |
| Average Distribution | 0.056446 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,514,843 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,507 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,004 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,511 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,830 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,007 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,007 | SubtotalAmt |
| Tax Based On Investment Income | $4,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,495 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,495 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,512 | 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 | false | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 | PRYCE MALTEMPO | IndividualWithBooksNm |
| Phone | 8608190336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 CEMETERY RD | AddressLine1Txt |
| City | Colchester | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ASHLEY MALTEMPO | ||||||
| 1510 ROYAL COLONY RD | Johns Island | SC | 29455 | VICE PRESIDENT | 1.00 | $0 |
| PRYCE MALTEMPO | ||||||
| 53 CEMETERY RD | Colchester | CT | 06415 | PRESIDENT | 5.00 | $6,912 |
| ROBERT S MALTEMPO JR | ||||||
| 64 CEMETERY RD | Colchester | CT | 06415 | VICE PRESIDENT | 0.50 | $0 |
| PRESTON MALTEMPO | ||||||
| 88 CEMETERY RD | Colchester | CT | 06415 | TRUSTEE | 0.50 | $0 |
| SHELBY MALTEMPO | ||||||
| 89 CEMETERY RD | Colchester | CT | 06415 | TRUSTEE | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,264,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,517 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,537,912 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,537,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,514,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,007 | TotalTaxAmt |
| Distributable Before Adj | $71,735 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,735 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,735 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,830 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $78,830 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $78,830 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,735 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $62,577 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,129 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $3,129 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,830 | QualifyingDistributionsAmt |
| Total Corpus | $3,129 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $62,577 | PriorYearUndistributedIncmAmt |
| Taxable1 | $62,577 | Taxable1Amt |
| Undistributed Income CY | $71,735 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,129 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANGEL FLIGHT NORTHEAST | ||||||
| 492 SUTTON ST | North Andover | MA | 01845 | PC | CHARITY | $5,000 |
| SAINT BRIDGET OF KILDARE | ||||||
| 75 MOODUS-LEESVILLE RD | Moodus | CT | 06469 | PC | CHARITY | $2,000 |
| COLCHESTER LAND TRUST | ||||||
| PO BOX 93 | Colchester | CT | 06415 | PC | CHARITY | $1,000 |
| AVIATION AND AEROSPACE EDUCATION | ||||||
| 65 AVIATION WAY | Gilford | NH | 03249 | PC | CHARITY | $1,000 |
| WESTCHESTER CENTER CEMETERY ASSOC | ||||||
| 415 WESTCHESTER RD | Colchester | CT | 06415 | PC | CHARITY | $4,000 |
| WESTCHESTER CONGREGATIONAL CHURCH | ||||||
| 95 CEMETERY RD | Colchester | CT | 06415 | PC | CHARITY | $3,000 |
| LAKES REGION FOOD PANTRY | ||||||
| PO BOX 1132 | Moultonboro | NH | 03254 | PC | CHARITY | $3,000 |
| JUDICIAL WATCH | ||||||
| 425 THIRD ST | Fort Lesley J McNair | DC | 20024 | PC | CHARITY | $1,000 |
| YANKEE INSTITUTE FOR PUBLIC POLICY | ||||||
| PO BOX 2568 | Stonington | CT | 06378 | PC | CHARITY | $1,000 |
| LANDMARK LEGAL FOUNDATION | ||||||
| 19415 DEERFIELD AVE | Lansdowne | VA | 20176 | PC | CHARITY | $1,000 |
| UVA HEALTH FOUNDATION | ||||||
| PO BOX 800773 | Charlottesville | VA | 22908 | PC | CHARITY | $1,000 |
| SUFFIELD VOLUNTEER AMBULANCE | ||||||
| PO BOX 642 | Suffield | CT | 06078 | PC | CHARITY | $1,000 |
| PROTECTORS OF ANIMALS INC | ||||||
| 144 MAIN ST | East Hartford | CT | 06118 | PC | CHARITY | $4,000 |
| TOWN OF COLCHESTER | ||||||
| 127 NORWICH AVE | Colchester | CT | 06415 | PC | CRAGIN LIBRARY | $2,500 |
| FRIENDS OF FOOTBALL BACON ACADEMY | ||||||
| PO BOX 35 | Colchester | CT | 06415 | PC | CHARITY | $2,500 |
| COLCHESTER COUGARS YOUTH FOOTBALL | ||||||
| PO BOX 311 | Colchester | CT | 06415 | PC | CHARITY | $3,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | Memphis | TN | 38105 | PC | CHARITY | $8,000 |
| TOWN OF COLCHESTER | ||||||
| 127 NORWICH AVE | Colchester | CT | 06415 | PC | FOOD BANK | $2,500 |
| DANA FARBER CANCER INSTITUTE | ||||||
| PO BOX 849168 | Boston | MA | 02284 | PC | CHARITY | $3,000 |
| COLLEGE OF CHARLESTON FOUNDATION | ||||||
| 66 GEORGE ST | Charleston | SC | 29424 | PC | CHARITY | $3,000 |
| SHATTERPROOF | ||||||
| 101 MERRITT 7 CORP PARK | Norwalk | CT | 06851 | PC | CHARITY | $2,000 |
| HAZELTON | ||||||
| 131 N WARREN ST | Hazle Township | PA | 18202 | PC | CHARITY | $8,000 |
| HOME AIDE SERVICE OF THE CENTRAL AD | ||||||
| 114 S SHORE RD | Old Forge | NY | 13420 | PC | CHARITY | $1,000 |
| FRANKIE FRIENDS INC | ||||||
| 2950 BUSH LAKE BLVD | Tampa | FL | 33614 | PC | CHARITY | $3,250 |
| DDR | ||||||
| 700 N OSCEOLA AVE | Clearwater | FL | 33755 | PC | CHARITY | $3,250 |
| WITH ARMS WIDE OPEN FOUNDATION | ||||||
| PO BOX 435 | Massapequa | NY | 11758 | PC | CHARITY | $1,500 |
| THE PATHFINDERS ASSOC | ||||||
| 102 NORMAN ST | Manchester | CT | 06040 | PC | CHARITY | $2,000 |
| INNOCENCE PROJECT | ||||||
| 40 WORTH ST | Canal Street | NY | 10013 | PC | CHARITY | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,554 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,303 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | $636 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $191,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $636 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $219,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $220,258 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP, BOOKKEEPING | CategoryTxt |
| Amt | $4,730 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,330 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD BOND FUNDS | $230,788 | $224,762 |
| SCHWAB US TREASURY BONDS | $111,269 | $108,365 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES: CHARLES SCHWAB | StockNm |
| EOY Book Value | $666,577 | EOYBookValueAmt |
| EOYFMV | $699,965 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING & LAND | $209,243 | $20,990 | $188,253 |
| APPLIANCES | $3,217 | $2,638 | $579 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL ADVISEMENT | CategoryTxt |
| Legal Fees | $420 | LegalFeesAmt |
| Net Investment Income | $420 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN INVESTMENT MARKET VALUE | Desc |
| Amt | $287,786 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AUTO TRAVEL | $1,249 | $1,249 |
| REPAIRS | $5,705 | $5,705 |
| SUPPLIES | $303 | $303 |
| TRANSPORTATION/FUEL | $114 | $114 |
| INSURANCE | $1,178 | $1,178 |
| LICENSES & FEES | $65 | $65 |
| EQUIPMENT | $430 | $430 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E S KOCH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $50,000 | LoanOriginalAmt |
| Balance Due | $50,000 | BalanceDueAmt |
| Note | 2017-06 | NoteDt |
| Loan Maturity | 2022-06 | LoanMaturityDt |
| Interest | 4.500000000000 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,717 | Amt |
| Net Investment Income | $12,717 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REAL ESTATE TAXES | $3,767 | $3,767 |
| FOREIGN TAXES PAID | $102 | $102 |