JANE AND WILLIAM CURRAN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: JANE AND WILLIAM CURRAN FOUNDATION INC (EIN 22-2668435)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-10-04
IRS object ID: 201942779349100104
Schema version: 2018v3.1
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 Govt Obligations Sch
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-10-04T10:41:53-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	060674931	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAILEY MOORE GLAZER SCHAEFER PROTO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	16 LUNAR DRIVE	AddressLine1Txt
City	WOODBRIDGE	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	065259941	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	222668435	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CURRAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CURR	BusinessNameControlTxt
Phone	2038049244	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	200 LEEDER HILL ROAD NO 300A	AddressLine1Txt
City	HAMDEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06517	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM CURREN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2038049244	PhoneNum
Signature	2019-09-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN J MOONEY CPA CFE	PreparerPersonNm
PTIN	P00167755	PTIN
Phone	2033977700	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.88.174.3	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-09-27	IPDt
IP Tm	10:01:08	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	1F1D3836BD0D1C4004DC5D986A569CD2906A66DA	AtSubmissionCreationDeviceId
At Submission Filing Device Id	1F1D3836BD0D1C4004DC5D986A569CD2906A66DA	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-01-14 16:20:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,551,959	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
Dividends Rev And Expnss	$103,387	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$103,387	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$331,533	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,095,034	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$331,533	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$434,920	TotalRevAndExpnssAmt
Total Net Invst Incm	$434,920	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,200	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$33,922	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$26,422	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$7,500	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,686	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$819	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,867	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$39,808	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$27,241	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$9,367	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$327,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$327,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$366,808	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$27,241	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$336,367	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$68,112	ExcessRevenueOverExpensesAmt
Net Investment Income	$407,679	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$506,985	CashBOYAmt
Cash EOY	$467,098	CashEOYAmt
Cash EOYFMV	$467,098	CashEOYFMVAmt
US Government Obligations BOY	$76,137	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$75,403	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$76,108	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$2,622,271	CorporateStockBOYAmt
Corporate Stock EOY	$2,625,375	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,208,203	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$698,412	CorporateBondsBOYAmt
Corporate Bonds EOY	$799,228	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$800,550	CorporateBondsEOYFMVAmt
Total Assets BOY	$3,903,805	TotalAssetsBOYAmt
Total Assets EOY	$3,967,104	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,551,959	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$437	CapitalStockBOYAmt
Capital Stock EOY	$437	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$3,903,368	RetainedEarningBOYAmt
Retained Earning EOY	$3,966,667	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,903,805	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,967,104	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,903,805	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,967,104	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,903,805	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$68,112	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$3,971,917	SubtotalAmt
Other Decreases	$4,813	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,967,104	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SERVICE CORP INTERNATIONAL	P	2014-11-26	2018-01-12	$107,990	$117,568	-$9,578	-$9,578
BLUE BUFFALO PET PRODUCTS	P	2015-11-18	2018-04-25	$120,000	$51,140	$68,860	$68,860
MONSANTO CO	P	2010-02-26	2018-06-07	$32,000	$18,258	$13,742	$13,742
AMERICAN TOWER	P	2013-06-19	2018-01-12	$63,758	$34,995	$28,763	$28,763
BLUE BUFFALO PET PRODUCTS	P	2017-03-22	2018-02-27	$80,073	$46,517	$33,556	$33,556
ALLERGAN	P	2016-09-21	2018-03-09	$93	$148	-$55	-$55
DUNKIN BRANDS	P	2014-06-19	2018-04-27	$100,435	$73,443	$26,992	$26,992
MONSANTO CO	P	2012-06-01	2018-06-08	$71,936	$42,266	$29,670	$29,670
AMAZON	P	2014-10-20	2018-07-13	$54,068	$9,135	$44,933	$44,933
IQVIA HOLDINGS	P	2016-05-03	2018-07-25	$43,439	$23,130	$20,309	$20,309
PAYPAL	P	2015-08-21	2018-08-28	$45,333	$17,462	$27,871	$27,871
VISA	P	2010-05-18	2018-09-25	$149,570	$17,184	$132,386	$132,386
ALLERGAN	P	2016-07-01	2018-11-05	$71,859	$104,210	-$32,351	-$32,351
APTIV PLC	P	2016-07-01	2018-12-31	$85,106	$112,341	-$27,235	-$27,235
CARPENTER TECHNOLOGY	P	2016-07-01	2018-12-31	$69,374	$95,704	-$26,330	-$26,330

Field	Value	IRS element (for citing)
Capital Gain Net Income	$331,533	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$286,100	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$6,799,660	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.042076	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$288,919	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,899,352	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.048975	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$308,657	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$5,628,682	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.054836	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$271,286	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$5,533,807	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.049023	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$218,700	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,078,328	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.043065	DistributionYr5Rt
Total Distribution	0.237975	TotalDistributionRt
Average Distribution	0.047595	AverageDistributionRt
Net Vl Noncharitable Assets	$6,920,139	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$329,364	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$4,077	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$333,441	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$336,367	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	$4,077	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,077	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,077	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,137	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$7,137	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$3,060	OverpaymentAmt
Applied To ES Tax	$3,060	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CT	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	CURRANFOUNDATION.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MARGARET ANDREASSI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2038049244	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O ANDREASSI 411 WALNUT STREET	AddressLine1Txt
City	GREEN COVE SPRINGS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32043	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
WILLIAM E CURRAN
4601 NORTH A1A 501	VERO BEACH	CT	32963	VP/TREASURER	0.00	$0	$0	$0
CARL GOLDFIELD
234 CHURCH ST 10TH FLOOR	NEW HAVEN	CT	06510	SECRETARY	0.00	$0	$0	$0
MARGARET C ANDREASSI
411 WALNUT STREET 11123	GREEN SPRINGS	FL	32043	PRESIDENT	0.00	$0	$0	$0
JEAN C SOSNAUD
538 11TH AVENUE	SAN FRANCISCO	CA	94118	DIRECTOR	0.00	$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,558,424	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$467,098	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,025,522	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,025,522	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$105,383	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,920,139	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$346,007	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$346,007	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,077	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,077	TotalTaxAmt
Distributable Before Adj	$341,930	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$341,930	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$341,930	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$336,367	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$336,367	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$4,077	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$332,290	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$341,930	DistributableAsAdjustedAmt
Undistributed Income PY	$10,808	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$336,367	QualifyingDistributionsAmt
Applied To Year1	$10,808	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$325,559	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$16,371	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	WILLIAM E CURRAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMISTAD ACADEMY (ACHIEVEMENT FIRST)
495 BLAKE STREET	NEW HAVEN	CT	06525	EDUCATIONAL ACTIVITIES	$25,000
AMITY AND WOODBRIDGE NISTORICAL SOCIETY
1907 LITCHFIELD TRPK	WOODBRIDGE	CT	06525	PRESERVATION OF ANTIQUITY	$500
ARTS COUNCIL OF GREATER NEW HAVEN
70 AUDUBON ST	NEW HAVEN	CT	06510	CULTURAL ACTIVITIES	$2,000
CAPITAL FOR CHANGE
171 ORANGE STREET	NEW HAVEN	CT	06510	AFFORDABLE HOUSING	$5,000
CENTRAL CT COASTAL YMCA
1240 CHAPEL STREET	NEW HAVEN	CT	06511	YOUTH PROGRAMS	$1,000
CLIFFORD W BEERS GUIDANCE CLINIC
93 EDWARDS ST	NEW HAVEN	CT	06511	ASSIST CHILDREN AND FAMILIES WITH MENTAL HEALTH ISSUES	$5,000
COLUMBUS HOUSE
586 ELLA GRASSO BLVD	NEW HAVEN	CT	06519	HOMELESS SHELTER	$5,000
COMMUNITY FOUNDATION FOR GREATER NEW HAVEN
70 AUDUBON ST	NEW HAVEN	CT	06510	COMMUNITY FOUNDATION	$10,000
COMMUNITY FUND FOR WOMEN & GIRLS
70 AUDUBON ST	NEW HAVEN	CT	06510	ECONMIC & SOCIAL ADVANCEMENT FOR WOMEN AND GIRLS	$2,000
CONNECTICUT CYCLING ADVANCEMENT PROGRAM
353 MAIN STREET	MIDDLETOWN	CT	06457	PROMOTION OF YOUTH CYCLING	$5,000
CONNECTICUT FARMLAND TRUST
77 BUCKLAND STREET	HARTFORD	CT	06106	EDUCATION AND CONSERVATION	$1,000
CONNECTICUT FOOD BANK
2 RESEARCH PARKWAY	WALLINGFORD	CT	06492	PROVIDE FOOD FOR NEEDY INDIVIDUALS	$5,000
CYCLE HAVEN
PO BOX 209004	NEW HAVEN	CT	06520	ATHLETIC ACTIVITIES FOR YOUTH	$20,000
DOWNTOWN EVENING SOUP KITCHEN
311 TEMPLE STREET	NEW HAVEN	CT	06511	PROVIDE FOOD FOR NEEDY INDIVIDUALS	$1,000
DWIGHT HALL AT YALE
P0 BOX 209008	NEW HAVEN	CT	06520	PUBLIC SERVICE AND SOCIAL JUSTICE	$5,000
EDGERTON PARK RESTORATION FUND
PO BOX 6163	HAMDEN	CT	06517	RESTORATION OF PUBLIC PARK	$1,000
EDITH JACKSON CHILDCARE
405 CANNER STREET	NEW HAVEN	CT	06511	CHILD CARE FOR SPECIAL NEEDS PERSONS	$1,000
ELM SHAKESPEARE COMPANY
PO BOX 206029	NEW HAVEN	CT	06520	CULTUAL ACTIVITIES FOR THE PUBLIC	$46,000
FAIR HAVEN COMMUNITY HEALTH CENTER
374 GRAND AVE	NEW HAVEN	CT	06513	ASSIST IN PROVIDING HEALTH CARE TO NEEDY INDIVIDUALS	$2,000
FELLOWSHIP PLACE
441 ELM STREET	NEW HAVEN	CT	06511	ASSIST PEOPLE WITH MENTAL HEALTH ISSUES	$2,000
FIRST CHURCH- WOODBRIDGE
5 MEETINGHOUSE LN	WOODBRIDGE	CT	06525	RELIGIOUS ACTIVITIES	$5,000
FRIENDS CENTER FOR CHILDREN
225 E GRAND AVENUE	NEW HAVEN	CT	06513	EDUCATIONAL OPPORTUNITIES	$5,000
FRIENDS OF THE GROVE STREET CEMETARY
PO BOX 9238	NEW HAVEN	CT	06533	HISTORICAL PRESERVATION	$500
GATEWAY COMMUNITY COLLEGE FDN (SCHOLARSHIPS)
20 CHURCH STREET	NEW HAVEN	CT	06510	SCHOLARSHIP AID FOR NEEDY INDIVIDUALS	$50,000
GIRL SCOUTS OF CT
DEVELOPMENT DEPARTMENT	HARTFORD	CT	06106	EDUCATION	$500
GREATER NORWICH FOUNDATION
52 SOUTH BROAD STREET	NORWICH	NY	13815	COMMUNITY FOUNDATION	$10,000
HABITAT FOR HUMANITY- ANNUAL FUND GRT NEW HAVEN
37 UNION ST	NEW HAVEN	CT	06511	PROVIDE HOUSING FOR NEEDY INDIVIDUALS	$2,000
HOME HAVEN
291 WHITNEY AVE	NEW HAVEN	CT	06511	PROVIDE ASSISTANCE TO ELDERLY	$1,000
HUCKLEBERRY YOUTH PROGRAM
3310 GEARY BLVD	SAN FRANCISCO	CA	94118	HEALTH AND EDUCATION FOR YOUTH	$10,000
INTERNATIONAL FESTIVAL OF ARTS & IDEAS
195 CHURCH ST 12TH FLR	NEW HAVEN	CT	06510	CULTURAL ACTIVITIES	$5,000
L E A P
31 JEFFERSON ST	NEW HAVEN	CT	06511	EDUCATIONAL GRANT	$5,000
LAND CONSERVATION ASS'T NETWORK
74 LUNT ROAD SUITE 300-302	FALMOUTH	ME	04105	LAND CONSERVATION	$2,000
LEUKEMIA & LYMPHONA SOCIETY
1311 MAMARONECK AV 103	WHITE PLAINS	NY	06513	MEDICAL RESEARCH	$500
LONG WHARF THEATRE
222 SARGENT DRIVE	NEW HAVEN	CT	06511	CULTURAL ACTIVITIES	$5,000
MAINE COAST HERITAGE TRUST
ONE BOWDIN MILL ISLAND 201	TOPSHAM	ME	04086	CONSERVATION	$1,000
MORY'S ANNUAL FUND
306 YORK STREET	NEW HAVEN	CT	06511	CULTURAL ACTIVITIES	$1,000
MUSIC HAVEN
PO BOX 207332	NEW HAVEN	CT	06520	MUSIC EDUCATION	$2,000
NATIONAL MULTIPLE SCLEROSIS
659 TOWER AVE 1ST FLOOR	HARTFORD	CT	06112	MEDICAL RESEARCH	$500
NEW HAVEN PRESERVATION TRUST
349 STATE ST	NEW HAVEN	CT	06507	ARCHITECTURAL HERITAGE THROUGH EDUCATION, ADVOCACY AND COLLABORATION	$2,000
NEW HAVEN SYMPHONY ORCHESTRA
PO BOX 9718	NEW HAVEN	CT	06538	CULTURAL ACTIVITIES	$5,000
NEW HAVEN ANIMAL SHELTER
81 FOURNIER STREET	NEW HAVEN	CT	06511	ANIMAL CARE	$500
NEW HAVEN ECOLOGY PROJECT
358 SPRINGSIDE AVE	NEW HAVEN	CT	06515	ENVIRONMENTAL EDUCATION	$7,500
NEW HAVEN INDEPENENT (ONLINE JOURNALISM PROJECT)
PO BOX 3288	NEW HAVEN	CT	06515	PUBLIC EDUCATION BY ON LINE NEWS SERVICE	$5,000
NEW HAVEN LAND TRUST (SCHOONER PROJECT)
315 PECK ST D10	NEW HAVEN	CT	06513	TEACHING CHILDREN TO SAIL	$5,000
NEW HAVEN SCHOLARSHIP FUND
PO BOX 8936	NEW HAVEN	CT	06532	SCHOLARSHIP AID FOR NEEDY INDIVITUALS	$5,000
ONE BIG DOG FUND
135 BRADLEY ROAD	WOODBRIDGE	CT	06525	ANIMAL SHELTER	$1,000
ORCHESTRA NEW ENGLAND
PO BOX 0123 YALE STATION	NEW HAVEN	CT	06520	CULTURAL ACTIVITES	$2,500
PATHWAYS TO COLLEGE
POBOX 9293	NEW HAVEN	CT	06533	EDUCATIONAL	$5,000
PELICAN ISLAND PRESERVATION
PO BOX 781903	SEBASTIAN	FL	32978	CONSERVATION	$500
RONALD MCDONALD HOUSE
860 HOWARD AVE	NEW HAVEN	CT	06519	ASSIST FAMILIES WITH CHILDREN IN CANCER CARE FACILITY	$5,000
SMILOW AT YALE NEW HAVEN HOSPITAL
PO BOX 1849	NEW HAVEN	CT	06508	CANCER CLINICAL RESEARCH	$5,000
THE NATURE CONSERVANCY - MAINE
14 MAIN STREET 401	BRUNSWICK	ME	04011	CONSERVATION	$1,000
UNITED CHURCH ON THE GREEN
323 TEMPLE STREET	NEW HAVEN	CT	06511	RELIGIOUS ACTIVITIES	$10,000
UNITED WAY OF GREATER NEW HAVEN (FOR AMISTAD)
370 JAMES ST 403	NEW HAVEN	CT	06513	EDUCATIONAL ACTIVITIES	$10,000
URBAN RESOURCES INITIATIVE
205 PROSPECT ST	NEW HAVEN	CT	06511	CONSERVATION	$2,000
WELLSPRING
PO BOX 370	BETHLEHEM	CT	06751	MENTAL HEALTH	$1,000
WILLIAM BUCKLEY PROGRAM AT YALE
PO BOX 204539	NEW HAVEN	CT	06520	CULTURAL ACTIVITIES	$2,500
YALE CHINA ASSOCIATION
P0 BOX 6023	HAMDEN	CT	06517	CULTURAL ACTIVITIES AND EDUCATION	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$327,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$103,387	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$331,533	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$434,920	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$434,920	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,200	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$799,228	EOYBookValueAmt
EOYFMV	$800,550	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$2,625,375	EOYBookValueAmt
EOYFMV	$5,208,203	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$75,403	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$76,108	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL INCOME /TAXES PAID	Desc
Amt	$4,813	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID	$819	$819	$0
TELEPHONE	$1,806	$0	$1,806
SUPPLY	$61	$0	$61

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$26,422	$26,422	$0
ADMINISTRATIVE ASSISTANT	$7,500	$0	$7,500