THE AFRICA PLAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE AFRICA PLAN FOUNDATION (EIN 45-3998232)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349103033
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:35:36-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 453998232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Africa Plan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AFRI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | K ONI CHUKWU | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203185000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | 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 | $1,135,709 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,583 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,583 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $792,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,988 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $644 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $133 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,295 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,538 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $357,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,037 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $598,889 | CorporateStockBOYAmt |
| Corporate Stock EOY | $806,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,017,672 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $956,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $924,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,135,709 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $956,072 | RetainedEarningBOYAmt |
| Retained Earning EOY | $924,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $956,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $924,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $956,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $924,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $956,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,516 | ExcessRevenueOverExpensesAmt |
| Subtotal | $924,556 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $924,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $792,878 | GrossSalesPriceAmt |
| Cost Or Other Basis | $787,890 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,988 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,988 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,988 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,686 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,065,698 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050376 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,724 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,100,274 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050646 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,657 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,097,339 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049809 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,148,616 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051823 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,635 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,157,360 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016965 | DistributionYr5Rt |
| Total Distribution | 0.219619 | TotalDistributionRt |
| Average Distribution | 0.043924 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,091,893 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,960 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,502 | 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 | $255 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $255 | SubtotalAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $283 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $283 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28 | OverpaymentAmt |
| Applied To ES Tax | $28 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| K Oni Chukwu | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 4.0 | $0 | $0 | $0 |
| Leslie Koons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $962,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,108,521 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,108,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,091,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $255 | TotalTaxAmt |
| Distributable Before Adj | $54,340 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,340 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,340 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,502 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $56,502 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $255 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,247 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,830 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $56,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,830 | AppliedToYear1Amt |
| Applied To Current Year | $3,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $50,668 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | K Oni Chukwu | ContributingManagerNm |
| Contributing Manager | Leslie Koons | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL STAR CODE INC | |||||||
| 64 BEAVER ST NO 152 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $10,500 |
| CARVER FOUNDATION OF NORWALK INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $3,500 |
| DOMUS KIDS INC | |||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| DOMUS KIDS INC | |||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | N/A | PC | to support girls in Rwanda | $10,000 |
| FOREVER YOUNG FOUNDATION | |||||||
| 1424 S STAPLEY DR | MESA | AZ | 85204 | N/A | PC | Wasatch Adaptive Sports PROGRAM | $2,795 |
| GATEWAY CLASSICAL MUSIC SOCIETY INC | |||||||
| 1117 E PUTNAM AVE 315 | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $1,000 |
| RISE AND WALK FOUNDATION INC | |||||||
| 971 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | N/A | PC | General & Unrestricted | $1,500 |
| SATURDAY ACADEMY INC | |||||||
| 38 CALF PASTURE BEACH RD | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $5,000 |
| THE DANIEL TRUST FOUNDATION INC | |||||||
| 930 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $5,000 |
| THE DANIEL TRUST FOUNDATION INC | |||||||
| 930 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | to support girls in Rwanda | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,295 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,583 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,913 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 46571Y107 | $2,275 | $2,825 |
| 89BIO | $1,600 | $2,629 |
| ACADIA PHARMACEUTICALS INC | $1,700 | $4,278 |
| ADAPTEC, INC | $2,000 | $2,992 |
| ALGONQUIN POWER & UTILITY CORP | $1,350 | $1,415 |
| ALTERYX INC | $2,125 | $10,007 |
| AMAZON COM | $55,839 | $75,761 |
| AMGEN INC | $10,467 | $14,464 |
| APPLE INC | $24,818 | $44,048 |
| AQUA AMERICA INC | $3,531 | $4,770 |
| AVATAR HOLDINGS INC. | $1,400 | $1,815 |
| AXA EQUITABLE HOLDINGS, INC | $2,000 | $2,478 |
| BILL COM HOLDINGS | $2,200 | $3,805 |
| BOSTON SCIENTIFIC | $10,145 | $11,305 |
| CONSTRUCTION PARTNERS INC | $1,425 | $1,687 |
| DYNATRACE | $2,475 | $2,530 |
| ESSENTIAL PROPERTIES REALTY TR | $1,750 | $2,481 |
| FACEBOOK INC | $9,728 | $12,315 |
| FOUNDATION BUILDING MATERIALS | $1,700 | $1,935 |
| HOME DEPOT INC | $8,105 | $10,919 |
| IMMUNOMEDICS INC | $1,750 | $2,116 |
| INVESCO QQQ TRUST | $58,851 | $73,988 |
| INVESCO S&P 500 HIGH DIVIDEND | $20,716 | $22,015 |
| ISHARE DJ FIN SC INX | $10,404 | $13,778 |
| ISHARES CORE MSCI EAFE ETF | $15,231 | $15,853 |
| ISHARES CORE MSCI EMERGING MAR | $10,142 | $10,429 |
| ISHARES DJ US TECH ETF | $62,590 | $93,040 |
| ISHARES S&P 500 INDEX FD | $170,621 | $192,005 |
| JP MORGAN CHASE | $9,900 | $13,940 |
| LOWES COMPANIES INC | $7,950 | $11,976 |
| MARVELL TECHNOLOGY GROUP LTD | $9,927 | $13,280 |
| MEDICAL PROPERTIES TRUST, INC | $3,700 | $4,222 |
| MICROSOFT CORP | $47,403 | $57,876 |
| OMEGA HEALTHCARE INV | $20,160 | $21,175 |
| ONECONNECT FINANCIAL TECH | $1,000 | $1,003 |
| OPPENHEIMER SENIOR FLTG RATE F | $27,773 | $24,906 |
| PAYPAL HOLDINGS, INC | $9,443 | $16,226 |
| PELOTON INTERACTIVE, INC. | $2,900 | $2,840 |
| PURPLE INNOVATION | $700 | $871 |
| QUALCOMM INC | $10,681 | $17,646 |
| RATTLER MIDSTREAM LP | $3,500 | $3,558 |
| RAYTHEON CO | $10,319 | $12,086 |
| RHYTHM PHARMACEUTICALS INC | $1,700 | $2,296 |
| ROYAL DUTCH SHELL CL A | $10,727 | $11,796 |
| ROYCE VALUE TRUST, INC | $23,463 | $22,140 |
| RYMAN HOSPITALITY PROPERTIES | $8,560 | $8,666 |
| SERVICE NOW | $19,108 | $28,232 |
| SPDR DOW JONES INDUSTRIAL AVER | $23,636 | $28,510 |
| THERMO FISHER SCIENTIFIC INC | $10,156 | $12,995 |
| UNITEDHEALTH GROUP INC | $10,680 | $14,699 |
| VERISK ANALYTICS, INC | $9,825 | $17,174 |
| VERRA MOBILITY CORPORATION | $1,250 | $1,399 |
| Y MABS THERAPEUTICS INC | $2,800 | $3,125 |
| YETI HOLDINGS, INC. | $12,200 | $17,390 |
| ZENDESK INC | $10,120 | $9,962 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,182 | $9,182 | |
| Bank Charges | $133 | $133 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2018 | $552 | |
| Foreign Tax Paid | $92 | $92 |