NATIONAL EMPHYSEMA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL EMPHYSEMA FOUNDATION INC (EIN 23-7124098)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202013159349100516
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T08:49:56-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030500350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AO & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BRIDGEPORT AVE | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | 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 | 237124098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL EMPHYSEMA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2038665000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 EAST AVENUE | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD NAIR ESQ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2038665000 | PhoneNum |
| Signature | 2020-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN ACCAVALLO CPA | PreparerPersonNm |
| PTIN | P01943427 | PTIN |
| Phone | 2039259600 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.146.7.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 08:49:56 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 885EA6DBC9E2190F882C51DC55EB213DB9B65904 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 885EA6DBC9E2190F882C51DC55EB213DB9B65904 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,612,192 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $29,074 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $108,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,185,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,520 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $345,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,430 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $7,265 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,982 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $595 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $23,540 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $23,540 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $511 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $511 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,618 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,118 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,434 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $204,654 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,948 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $313,308 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $925,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $925,701 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $481,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $435,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $282,609 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $805,627 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $520,682 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $496,024 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,366,971 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,194,374 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,907,858 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,970 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,592 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $2,378 | LandEOYAmt |
| Total Assets BOY | $2,967,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,078,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,612,192 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,967,825 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,078,439 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,967,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,078,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,967,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,078,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,967,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,614 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,078,439 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,078,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,520 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $185,930 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,412,132 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054491 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $177,914 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,551,043 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050102 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $191,770 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,404,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056322 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $242,912 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,490,505 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069592 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $150,551 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,591,911 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041914 | DistributionYr5Rt |
| Total Distribution | 0.272421 | TotalDistributionRt |
| Average Distribution | 0.054484 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,376,267 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $183,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,169 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $204,654 | 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 | $1,169 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,169 | SubtotalAmt |
| Tax Based On Investment Income | $1,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $326 | OverpaymentAmt |
| Applied To ES Tax | $326 | AppliedToESTaxAmt |
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 |
| 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 | EMPHYSEMAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN A ACCAVALLO CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039259600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BRIDGEPORT AVENUE | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DR LAURENCE NAIR | |||||||||
| 26 CANTERBURY ROAD | HAMDEN | CT | 06514 | TRUSTEE | 000.00 | $3,000 | $0 | $0 | |
| RONALD NAIR ESQ | |||||||||
| 36 OLD BOSTON ROAD | WILTON | CT | 06897 | TRUSTEE | 000.00 | $14,700 | $0 | $0 | |
| ANDREW BHAK | |||||||||
| 1215 WEST 90TH STREET | NEW YORK | NY | 10024 | TRUSTEE | 000.00 | $0 | $0 | $0 | APT 12D |
| 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 | $2,806,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $619,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,189 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,427,682 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,427,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,376,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,169 | TotalTaxAmt |
| Distributable Before Adj | $167,644 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $167,644 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $167,644 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $204,654 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $204,654 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,169 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $203,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,644 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $17,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $204,654 | QualifyingDistributionsAmt |
| Applied To Current Year | $167,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,010 | RemainingDistriFromCorpusAmt |
| Total Corpus | $54,628 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $54,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $17,618 | ExcessFromYear1Amt |
| Excess From Current Year | $37,010 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| DEBORAH HOSPITAL FOUNDATI | |||||
| 20 PINE MILLS | BROWNS MILLS | NJ | 08015 | COMMUNITY | $10,000 |
| NORWALK HOSPITAL | |||||
| 34 MAPLE STREET | NORWALK | CT | 06850 | COMMUNITY | $20,000 |
| YALE UNIVERSITY | |||||
| 500 COLLEGE STREET | NEW HAVEN | CT | 06511 | EDUCATION | $10,000 |
| AMERICAN THORACIC SOCIETY | |||||
| 61 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | RESEARCH | $20,000 |
| CAPE COD COPD SUPPORT | |||||
| 150 ROCK HARBOR ROAD | ORLEANS | MA | 02653 | COMMUNITY | $1,000 |
| AMERICARES | |||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DIRECT PATIENT CARE | $7,500 |
| NORWALK COMMUNITY COLLEGE FOUND | |||||
| 188 RICHARD AVE | NORWALK | CT | 06854 | COMMUNITY | $10,000 |
| ASPEN LUNG CONFERENCE | |||||
| 1414 SOUTH LIMA STREET | AURORA | CO | 80012 | EDUCATION | $10,000 |
| NATIONAL JEWISH HEALTH | |||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | RESEARCH | $25,000 |
| PULMONARY EDUCATION AND RESEARCH | |||||
| 25837 OAK STREET | LOMITA | CA | 90717 | RESEARCH | $500 |
| CEBU DOCTORS UNIVERSITY | |||||
| NORTH RECLAMATION AREA | CEBU | CT | 06484 | EDUCATION | $2,600 |
| NUVANCE HEALTH | |||||
| 1351 ROUTE 55 | LAGRANGEVILLE | NY | 12540 | EDUCATION | $12,000 |
| QUINNIPIAC UNIVERSITY | |||||
| 275 MT CARMEL AVE | HAMDEN | CT | 06518 | EDUCATION | $10,000 |
| SARASOTA MEMORIAL | |||||
| 1700 S TAMIAMI TRAIL | SARASOTA | FL | 34239 | EDUCATION | $5,000 |
| ST FRANCIS HOSPITAL | |||||
| 114 WOODLAND ST | HARTFORD | CT | 06105 | EDUCATION | $6,500 |
| HEALTH WAGON | |||||
| 5626 PATRIOT DRIVE | WISE | VA | 24293 | DIRECT PATIENT CARE | $2,060 |
| MIDSTATE MEDICAL | |||||
| 435 LEWIS AVE | MERIDEN | CT | 06451 | DIRECT PATIENT CARE | $2,500 |
| HEALTH WAGON | |||||
| 5626 PATRIOT DRIVE | WISE | VA | 24293 | COMMUNITY | $2,060 |
| MIDSTATE MEDICAL | |||||
| 435 LEWIS AVE | MERIDEN | CT | 06451 | COMMUNITY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,220 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,888 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
| Related Or Exempt Function Incm | $207,547 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $108,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $207,547 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $316,471 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PREPARATION OF FINANCIALS & TAX | $7,265 | $7,265 |
| . |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FAX/PRINTER | 2002-11-01 | $360 | $360 | S/L | 5.0000 | |
| COMPUTER | 2002-06-01 | $2,640 | $2,640 | S/L | 5.0000 | |
| COMPUTER | 2001-06-01 | $3,487 | $3,487 | S/L | 5.0000 | |
| FUNITURE & FIXTURES | 1999-07-01 | $3,934 | $3,934 | S/L | 7.0000 | |
| COMPUTER EQUIPMENT | 2004-06-01 | $4,322 | $4,322 | S/L | 5.0000 | |
| COMPUTER & EQUIPMENT | 2005-09-05 | $2,329 | $2,329 | 200DB | 7.0000 | |
| COMPUTER | 2013-10-04 | $2,052 | $2,052 | 200DB | 5.0000 | |
| COMPUTER | 2019-02-28 | $1,254 | 200DB | 5.0000 | ||
| MAC COMPUTER | 2019-05-20 | $1,719 | 200DB | 5.0000 | $595 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (27 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2001-06 | PURCHASE | 2019-01 | $3,487 | $3,487 | ||
| COMPUTER | 2002-06 | PURCHASE | 2019-01 | $2,640 | $2,640 | ||
| HERCULES CAPITAL | 2014-07 | PURCHASE | 2019-01 | $8,075 | $8,075 | ||
| HERCULES CAPITAL | 2014-07 | PURCHASE | 2019-02 | $8,075 | $8,075 | ||
| WABTEC CORP | 2019-02 | PURCHASE | 2019-02 | $53 | $49 | -$4 | |
| SPRINT CAPITAL CORP | 2011-06 | PURCHASE | 2019-03 | $48,722 | $48,494 | -$228 | |
| GENERAL ELECTRIC | 2017-10 | PURCHASE | 2019-06 | $47,402 | $39,232 | -$8,170 | |
| UNITED STATES STL CORP | 2009-06 | PURCHASE | 2019-06 | $36,406 | $15,115 | -$21,291 | |
| CITIZENS COMMUNICATIONS | 2013-10 | PURCHASE | 2019-06 | $60,207 | $32,472 | -$27,735 | |
| EXCO RES INC | 2013-04 | PURCHASE | 2019-08 | $41 | $3 | -$38 | |
| GTE NORTH INC | 2011-06 | PURCHASE | 2019-08 | $48,750 | $46,538 | -$2,212 | |
| BB&T CORPORATION | 2018-01 | PURCHASE | 2019-09 | $50,288 | $49,750 | -$538 | |
| AMTRUST FINANCIAL SERVICES INC | 2015-06 | PURCHASE | 2019-09 | $25,000 | $19,269 | -$5,731 | |
| FIRST REPUBLIC BANK | 2013-04 | PURCHASE | 2019-10 | $20,000 | $20,000 | ||
| BRISTOL MYERS | 2016-10 | PURCHASE | 2019-11 | $2,413 | $2,734 | $321 | |
| LAMB WESTON HOLDINGS INC | 2008-06 | PURCHASE | 2019-11 | $4,933 | $25,034 | $20,101 | |
| BANK OF AMERICA CORP | 2018-05 | PURCHASE | 2019-12 | $25,000 | $26,883 | $1,883 | |
| ZIONS BANCORP | 2013-05 | PURCHASE | 2019-12 | $75,000 | $76,682 | $1,682 | |
| CONVERTIBLE SECURITIES | PURCHASE | $64,679 | $64,944 | $265 | |||
| EXTENDED MARKET INDEX ADM | PURCHASE | $15,737 | $75,500 | $59,763 | |||
| REAL ESTATE INDEX ADM | PURCHASE | $8,177 | $10,000 | $1,823 | |||
| SMALL CAP INDEX FUND ADM | PURCHASE | $5,282 | $26,600 | $21,318 | |||
| TOT INTL STOCK IX | PURCHASE | $38,217 | $37,000 | -$1,217 | |||
| WELLINGTON FUND ADM | PURCHASE | $22,976 | $44,300 | $21,324 | |||
| WINDSOR II FUND | PURCHASE | $25,349 | $52,300 | $26,951 | |||
| 500 INDEX FUND ADM | PURCHASE | $17,271 | $108,100 | $90,829 | |||
| NORTHERN TRUST | PURCHASE | $320,048 | $333,993 | $13,945 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC WEALTH MANAGEMENT | $467,826 | $441,667 |
| VANGUARD - TOTAL BOND | $52,856 | $54,357 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC WEALTH MANAGEMENT | StockNm |
| EOY Book Value | $435,303 | EOYBookValueAmt |
| EOYFMV | $282,609 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST MUTUAL FUNDS | AT COST | $547,332 | $659,116 |
| RBC WEALTH MANAGEMENT | AT COST | $89,018 | $90,696 |
| VANGARD WELLINGTON | AT COST | $57,463 | $106,885 |
| VANGARD CONVERT. SECURITIES | AT COST | ||
| VANGARD EQUITY INCOME | AT COST | $25,522 | $49,758 |
| VANGARD EXTENDED MKT INDEX | AT COST | $30,597 | $155,121 |
| VANGARD REIT INDEX | AT COST | $71,311 | $109,959 |
| VANGARD 500 INDEX | AT COST | $40,958 | $222,236 |
| VANGARD SMALL CAP | AT COST | $21,641 | $114,366 |
| VANGARD WINDSOR II | AT COST | $67,880 | $141,065 |
| VANGUARD ADMIRAL | AT COST | ||
| VANGUARD LONG TERM TREASURY | AT COST | $52,967 | $58,368 |
| VANGUARD TOTAL INT'L STOCK | AT COST | $189,685 | $200,288 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $15,970 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $13,592 | AccumulatedDepreciationAmt |
| Book Value | $2,378 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| LIABILITY INSURANCE | $1,143 | $1,143 | |
| TELEPHONE | $832 | $832 | |
| OFFICE EXPENSE | $352 | $352 | |
| COMPUTER SUPPORT & WEBSITE HO | $9,963 | $9,963 | |
| TAX EXPENSE | $1,500 | $1,500 | |
| BANK FEES | $603 | $603 | |
| POSTAGE AND DELIVERY | $259 | $259 | |
| DUES AND SUBSCRIPTIONS | $966 | $966 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER MANAGEMENT FEES | CategoryTxt |
| Amt | $4,982 | Amt |
| Net Investment Income | $4,982 | NetInvestmentIncomeAmt |