HATFIELD FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HATFIELD FUND (EIN 06-6064456)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-18
- IRS object ID
- 202503229349101020
- Schema version
- 2024v5.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-18T10:06:54-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RESEARCH DRIVE SUITE 450 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066064456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HATFIELD FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O HATFIELD INSURANCE AGENCY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HATF | BusinessNameControlTxt |
| Phone | 2032565660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 POST ROAD UNIT 5 5 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS HATFIELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032565660 | PhoneNum |
| Signature | 2025-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA D CALLANAN | PreparerPersonNm |
| PTIN | P01200948 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2025-11-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $180,833 | 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 | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,386 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,229 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,415 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,415 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,825 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $107,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,385 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $49,073 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $111,623 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $188,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $180,833 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $188,537 | RetainedEarningBOYAmt |
| Retained Earning EOY | $186,745 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $186,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $186,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,792 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $186,745 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $186,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LPL FINANCIAL 46763 | P | $79,959 | $77,276 | $2,683 | $2,683 |
| LPL FINANCIAL 46763 | P | $102,930 | $86,522 | $16,408 | $16,408 |
| CAPITAL GAINS DIVIDENDS | P | $5,295 | $5,295 | $5,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,386 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $203 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROSS HATFIELD | IndividualWithBooksNm |
| Phone | 2032565660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 POST ROAD UNIT 5 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROSS W HATFIELD | ||||||||
| 300 PILGRIM LANE | STRATFORD | CT | 06614 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GUY HATFIELD | ||||||||
| 1735 POST ROAD | FAIRFIELD | CT | 06824 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ADELE BENHAM | ||||||||
| 1735 POST ROAD | FAIRFIELD | CT | 06824 | VICE PRESIDENT | 0.50 | $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 | $172,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $192,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $192,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $189,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,483 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,483 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $303 | TotalTaxAmt |
| Distributable Before Adj | $9,180 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,180 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,180 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,180 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,813 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,026 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,701 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,180 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,320 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,905 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,813 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,348 | ExcessFromYear4Amt |
| Excess From Year3 | $2,026 | ExcessFromYear3Amt |
| Excess From Year2 | $7,701 | ExcessFromYear2Amt |
| Excess From Year1 | $7,697 | ExcessFromYear1Amt |
| Excess From Current Year | $14,320 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKNELL UNIVERSITY | |||||||
| 1 DENT DR | LEWISBERG | PA | 17837 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $250 |
| CPWDA | |||||||
| 596 VAUXHALL STREET EXTENSION | WATERFORD | CT | 063854306 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $200 |
| DISCOVERY MUSEUM | |||||||
| 4450 PARK AVE | BRIDGEPORT | CT | 06605 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $3,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 14TH FLOOR | NEW YORK | NY | 10006 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $100 |
| FAIRFIELD ROTARY | |||||||
| PO BOX 411 | FAIRFIELD | CT | 06824 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $1,050 |
| GREATER BRIDGEPORT SYMPHONY | |||||||
| 446 UNIVERSITY AVE | BRIDGEPORT | CT | 06604 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $5,000 |
| HOUSATONIC RIVER CLEAN UP | |||||||
| BIRDSEYE BOAT RAMP | STRATFORD | CT | 06615 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $200 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $250 |
| SHRINERS HOSPITAL | |||||||
| 516 CAREW STREET | SPRINGFIELD | MA | 01104 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $200 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $500 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $500 |
| KLEIN MEMORIAL | |||||||
| 910 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $1,500 |
| NEAR & FAR AID FOUNDATION | |||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $5,000 |
| ADAM J LEWIS FOUNDATION | |||||||
| 500 STATE ST | BRIDGEPORT | CT | 06604 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $450 |
| CHOATE SCHOOL | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06493 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $100 |
| CT HOSPICE | |||||||
| 100 DOUBLE BEACH RD | BRANFORD | CT | 06405 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $250 |
| UNITED FIREFIGHTERS SUPPORT COMMITTEE | |||||||
| 301 S MCDOWELL STREET | CHARLOTTE | NC | 28204 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $50 |
| JDRF INTERNATIONAL | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $200 |
| HALL NEIGHBORHOOD HOUSE | |||||||
| 52 GEORGE E PIPKINS WAY | BRIDGEPORT | CT | 06608 | NONE | 501(C)(3) | UNRESTRICTED GRANT | $200 |
| FAIRFIELD MUSEUM | |||||||
| 370 BEACH ROAD | FAIRFIELD | CT | 06825 | NONE | 501(C)(3) | UNRESTRICTE GRANT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,386 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,229 | 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 | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 185 HATFIELD AGENCY PFD | $18,500 | $18,500 |
| LPL FINANCIAL - EQUITIES | $57,489 | $41,885 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LPL FINANCIAL - OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $101,931 | BookValueAmt |
| EOYFMV | $111,623 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,415 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $31 | $31 | $0 |
| EXCISE TAX | $75 | $0 | $0 |