SHILBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHILBERG FAMILY FOUNDATION INC (EIN 06-1482014)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202021259349101532
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T04:55:58-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULCO DITOMMASO MCMAHON & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 WILLARD AVE | AddressLine1Txt |
| City | NEWINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061112373 | 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 | 061482014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shilberg Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIL | BusinessNameControlTxt |
| Phone | 8605295253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 Rosewood Drive | AddressLine1Txt |
| City | Rocky Hill | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Linda Shilberg-Aronowitz | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8605295253 | PhoneNum |
| Signature | 2020-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick J McMahon | PreparerPersonNm |
| PTIN | P00234096 | PTIN |
| Phone | 8606670105 | PhoneNum |
| Preparation | 2020-05-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.164.243.227 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-04 | IPDt |
| IP Tm | 04:55:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9A1D0E8F4C9C5AF552C58E8EF96C18A938C0C2FF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9A1D0E8F4C9C5AF552C58E8EF96C18A938C0C2FF | 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 | $1,942,813 | 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 | $19,910 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,910 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,909 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $462 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $462 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $49,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,281 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,025 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $50 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,360 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,846 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $783,480 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,606 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $933,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,194,918 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,342,209 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $150,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $194,940 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $400,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $400,058 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,866,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,800,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,942,813 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $2,179 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,232 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,179 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,232 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,864,623 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,798,292 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,864,623 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,798,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,866,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,800,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,864,623 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,324 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,798,299 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,798,292 | 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 | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Tr | P | 2019-08-01 | 2019-12-03 | $2,000 | $0 | $2,007 | -$7 | $0 | $0 | $0 | -$7 |
| Bank CD's | P | 2019-01-31 | 2019-09-30 | $750,000 | $0 | $750,000 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,525 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,286,816 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072679 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,218 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $890,378 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.101326 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $69,394 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $989,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070150 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,495 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $929,177 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069411 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,812 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $956,635 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064614 | DistributionYr5Rt |
| Total Distribution | 0.378180 | TotalDistributionRt |
| Average Distribution | 0.075636 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,806,160 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $136,611 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $238 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,170 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $477 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $477 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $477 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $477 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Linda Shilberg-Aronowitz | IndividualWithBooksNm |
| Phone | 8605295253 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 Rosewood Drive | AddressLine1Txt |
| City | Rocky Hill | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06067 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Pearl Shilberg | ||||||||
| 4006 Exeter A CV West | Boca Raton | FL | 33434 | President | 1.00 | $0 | $0 | $0 |
| Linda Shilberg-Aronowitz | ||||||||
| 34 Rosewood Drive | Rocky Hill | CT | 06067 | Secy/Treas | 1.00 | $0 | $0 | $0 |
| Mark Aronowitz | ||||||||
| 34 Rosewood Drive | Rocky Hill | CT | 06067 | Vice President | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,439,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $394,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,833,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,833,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,806,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $477 | TotalTaxAmt |
| Distributable Before Adj | $89,831 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,831 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,831 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,170 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,170 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $90,170 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,831 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,356 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,046 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,145 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,017 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,170 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $339 | RemainingDistriFromCorpusAmt |
| Total Corpus | $108,356 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,356 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,046 | ExcessFromYear4Amt |
| Excess From Year3 | $21,145 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $53,470 | ExcessFromYear1Amt |
| Excess From Current Year | $339 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Solomon Schecter Day School | ||||||
| 26 Buena Vista Rd West | Hartford | CT | 06107 | Public Charity | Donation | $2,000 |
| Tufts Univ Hillel Foundation | ||||||
| 220 Packard Ave | Medford | MA | 02155 | Public Charity | Donation | $2,000 |
| UConn Hillel Foundation | ||||||
| 54 N Eagleville Road | Storrs | CT | 06268 | Public Charity | Donation | $2,000 |
| Jewish Federation of Palm Beach County | ||||||
| 9901 Donna Klein Blvd | Boca Raton | FL | 33428 | Public Charity | Donation | $8,000 |
| Adelphi University | ||||||
| PO Box 701 | Garden City | NY | 11530 | Public Charity | Donation | $2,000 |
| The Hadassah Foundation | ||||||
| 58 West 58th Street | New York | NY | 10019 | Puclic Charity | Donation | $2,000 |
| St Jude's Research Hospital | ||||||
| 501 St Jude Place | Memphis | TN | 38105 | Public Charity | Donation | $2,000 |
| Congregation Torah Ohr | ||||||
| 19146 Lyons Road | Boca Raton | FL | 33434 | Public Charity | Donation | $2,000 |
| Memorial Sloan Kettering Cancer Center | ||||||
| 1275 York Ave | New York | NY | 10065 | Public Charity | Donation | $2,000 |
| Michael J Fox Foundation | ||||||
| PO Box 4777 | New York | NY | 10163 | Public Charity | Donation | $2,000 |
| Juvenile Diabetes Research Foundation | ||||||
| 20 Batterson Park Rd | Farmington | CT | 06032 | Public Charity | Donation | $2,000 |
| American Heart Association | ||||||
| 5 Brookside Dr | Wallingford | CT | 06492 | Public Charity | Donation | $2,000 |
| Jewish Federation of Greater Hartford | ||||||
| 333 Bloomfield Avenue | Hartford | CT | 06117 | Public Charity | Donation | $17,170 |
| Temple Beth Shalom | ||||||
| 19140 Lyon Road | Boca Raton | FL | 33434 | Public Charity | Donation | $3,000 |
| Jewish Federation Association of CT | ||||||
| 40 Woodland Street | Hartford | CT | 06105 | Public Charity | Donation | $28,000 |
| B'Nai Tikvoh Shalom | ||||||
| 180 Still Road | Bloomfield | CT | 06002 | Public Charity | Donation | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,170 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,910 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,909 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,819 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,819 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 04 | LineNumberTxt |
| Relationship Statement | Income used to fund charitable contributions | RelationshipStatementTxt |
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 | Fulco, DiTommaso, McMahon & Co PC Accounting & Tax Prep | CategoryTxt |
| Amt | $1,025 | Amt |
| Net Investment Income | $1,025 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Pitney Bowes Inc 6.7% | $50,000 | $36,520 |
| Prudential Financial 5.7% | $100,000 | $103,560 |
| Nextera Energy 5.65% | $50,000 | $54,860 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Bank of America | $90,325 | $115,240 |
| Charter Communications Inc | $0 | $13,582 |
| Citigroup Inc | $249,776 | $47,934 |
| CVS Health Corporation | $389,773 | $358,746 |
| JPMorgan Chase & Co | $106,575 | $306,680 |
| Marathon Oil Corp | $42,000 | $40,740 |
| Marathon Petroleum Corp | $0 | $180,750 |
| Wells Fargo Advantage Global Dividend Fund | $54,872 | $16,980 |
| Goldman Sachs Fincl Square Prime | $261,597 | $261,557 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Valley National Bank | $150,000 | $149,985 |
| Wells Fargo Bank | $250,000 | $250,073 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Realized Losses | Desc |
| Amt | $7 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $462 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $462 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Pearl Shilberg | Desc |
| BOY Book Value | $2,179 | BOYBookValueAmt |
| EOY Book Value | $2,232 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wells Fargo Brokerage | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Taxes | $24,299 | $24,299 |
| Filing Fees | $50 | $50 |
| Postage | $11 | $11 |