THE STEWART B MCKINNEY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE STEWART B MCKINNEY FOUNDATION INC (EIN 06-1213697)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2019-01-08
- IRS object ID
- 201910089349100756
- Schema version
- 2017v2.3
- 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
- Applied To Prior Year Election
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-08T14:19:23-06:00 | ReturnTs |
| Tax Period End | 2018-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIRONEFRIEDBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 6TH FLOOR | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 066044915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061213697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEWART B MCKINNEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 2032557965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 338 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH MCKINNEY TRITSCLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2039139454 | PhoneNum |
| Signature | 2018-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WM H VAN ALSTYNE | PreparerPersonNm |
| PTIN | P01236311 | PTIN |
| Phone | 2033665876 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 151.181.227.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-12 | IPDt |
| IP Tm | 09:52:42 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A6A11F6442E7186663D72F5F912F5EDCBDFC638 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A108C5B1A6E23C0EC7D7822349BA68D6A5472389 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,256,269 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Gross Rents Rev And Expnss | $117,845 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $117,845 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $72,876 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,845 | 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 | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,490 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $16,228 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,100 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,641 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,641 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,301 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $376,959 | CashBOYAmt |
| Cash EOY | $277,625 | CashEOYAmt |
| Cash EOYFMV | $277,625 | CashEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,380,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $223,856 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,175,684 | LandBOYAmt |
| Land EOY | $1,156,194 | LandEOYAmt |
| Land EOYFMV | $976,144 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,552,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,436,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,256,269 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,150 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $10,951 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,951 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $49,451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,101 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,503,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,421,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,503,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,421,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,552,643 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,436,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,503,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,431,236 | SubtotalAmt |
| Other Decreases | $10,018 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,421,218 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,546,878 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018427 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,643,292 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.079280 | TotalDistributionRt |
| Average Distribution | 0.015856 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,504,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,853 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $682 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,535 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $131,500 | 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 | $682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,818 | OverpaymentAmt |
| Applied To ES Tax | $1,818 | 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 | 0 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH MCKINNEY TRITSCHLER | IndividualWithBooksNm |
| Phone | 2039139454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 WESTWAY ROAD | AddressLine1Txt |
| City | SOUTHPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STUART B MCKINNEY JR | ||||||||
| 59 HIGH ROCK ROAD | SANDY HOOK | CT | 06482 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN P MCKINNEY | ||||||||
| 19 EDGEMARTH HILL ROAD | WESTPORT | CT | 06880 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LUCIE B MCKINNEY | ||||||||
| SUITE 42-574 | CAPE CORAL | FL | 33991 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEAN MCKINNEY | ||||||||
| 28 CRESTVIEW LANE | DANBURY | CT | 06810 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH MCKINNEY TRITSCHLER | ||||||||
| 271 WESTWAY ROAD | SOUTHPORT | CT | 06890 | TREASURER | 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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $327,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,527,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,527,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,504,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $682 | TotalTaxAmt |
| Distributable Before Adj | $74,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,537 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $131,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $682 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,818 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,849 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $33,392 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $131,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,849 | AppliedToYear1Amt |
| Applied To Prior Years | $33,392 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,259 | 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 | $51,278 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS ACADEMY PRESCHOOL | |||||||
| 246 LENNOX AVE | BRIDGEPORT | CT | 06605 | NONE | PUBLIC CHARITY | SUPPORT FOR EARLY CHILDHOOD LEARNING IN BRIDGEPORT CONNECTICUT | $10,000 |
| JUDY DWORIN PERFORMANCE PROJECT INC | |||||||
| 75 CHARTER OAK AVE SUITE 206 | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | SUPPORT BY PERFORMANCE ARTS | $10,000 |
| JUDY DWORIN PERFORMANCE PROJECTINC | |||||||
| 75 CHARTER OAK AVE SUITE 206 | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | SUPPORT BY PERFORMANCE ARTS | $10,000 |
| OPERATION HOPE | |||||||
| 30 ELM ST | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | SUPPORT TO HELP THE HOMELESS IN FAIRFIELD COUNTY CONNECTICUT | $45,000 |
| OPERATION HOPE | |||||||
| 638 OLD POST ROAD | FAIRFIELD | CT | 06824 | NONE | PUBLIC CHARITY | SUPPORT TO HELP THE HOMELESS IN FAIRFIELD COUNTY CONNECTICUT | $20,000 |
| PINE ISLAND BEACON OF HOPE INC | |||||||
| 5090 DOUG TAYLOR CIRCLE | ST JAMES CITY | FL | 33956 | NONE | PUBLIC CHARITY | BUILDING BRIDGES FOR PEOPLE IN NEED WITH PEOPLE WHO WANT TO SERVE IN FLORIDA | $10,000 |
| SALVATION ARMY | |||||||
| 30 ELM ST | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | SUPPORT TO HELP THE HOMELESS IN FAIRFIELD COUNTY CONNECTICUT | $5,000 |
| WOMENS CENTER OF DANBURY | |||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NONE | PUBLIC CHARITY | SUPPORT TO HELP VIOLENCE AGAINST WOMEN IN FAIRFIELD COUNTY CONNECTICUT | $5,000 |
| WOMENS CENTER OF DANBURY | |||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NONE | PUBLIC CHARITY | SUPPORT TO HELP VIOLENCE AGAINST WOMEN IN FAIRFIELD COUNTY CONNECTICUT | $10,000 |
| WOMENS CENTER OF DANBURY | |||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NONE | PUBLIC CHARITY | SUPPORT TO HELP VIOLENCE AGAINST WOMEN IN FAIRFIELD COUNTY CONNECTICUT | $5,000 |
| YMCA OF WESTPORT WESTON INC | |||||||
| 14 ALLEN RAYMOND LANE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT AND HEALTHY LIVING IN FAIRFIELD COUNTY CONNECTICUT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $72,876 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,876 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,876 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $6,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION TO APPLY DISTRIBUTIONS TO UNDISTRIBUTED INCOME OF PRIOR YEARSTHE FOUNDATION HEREBY ELECTS TO APPLY DISTRIBUTIONS MADE DURING THE YEAR TO UNDISTRIBUTED INCOME OF PRIOR YEARS IN THE AMOUNT OF 33,392. | ElectionDesc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & EQUIPMENT - OFFICE | 1987-01-01 | $17,665 | $17,665 | SL | 7.000000000000 | $0 | $0 |
| FURNITURE & EQUIPMENT | 2001-04-30 | $3,414 | $3,414 | SL | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2001-04-30 | $4,204 | $1,593 | SL | 7.000000000000 | $2,607 | $0 |
| FURNITURE AND EQUIPMENT | 2003-04-03 | $1,924 | $1,924 | SL | 7.000000000000 | $0 | $0 |
| COMPUTERS - OFFICE | 2013-02-21 | $3,926 | $3,271 | SL | 5.000000000000 | $655 | $0 |
| LAND | 2006-09-21 | $716,000 | L | $0 | $0 | ||
| IMPROVEMENTS | 2006-09-21 | $7,416 | $1,996 | SL | 39.000000000000 | $190 | $190 |
| BUILDING | 2006-09-21 | $625,501 | $174,502 | SL | 39.000000000000 | $16,038 | $16,038 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & EQUIPMENT - OFFICE | $17,665 | $17,665 | $0 |
| FURNITURE & EQUIPMENT | $3,414 | $3,414 | $0 |
| LEASEHOLD IMPROVEMENTS | $4,204 | $4,200 | $4 |
| FURNITURE AND EQUIPMENT | $1,924 | $1,924 | $0 |
| COMPUTERS - OFFICE | $3,926 | $3,926 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAX ON INVESTMENT INCOME | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,500 | EOYBookValueAmt |
| EOYFMV | $2,500 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAID | Desc |
| Amt | $10,018 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL EXPENSES | Desc |
| Revenue And Expenses Per Books | $26,641 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,641 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $10,951 | BOYBookValueAmt |
| EOY Book Value | $10,951 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $2,570 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |