STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ANTONACCI FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANTONACCI FAMILY FOUNDATION (EIN 06-1414354)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-07
IRS object ID
202533119349100113
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-07T08:08:53-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061414354EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANTONACCI FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2FOR CHARITABLE GIVING INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANTOBusinessNameControlTxt
Phone8607463242PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 TAYLOR ROADAddressLine1Txt
CityENFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06082ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD ANTONACCIPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8607463242PhoneNum
Signature2025-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA KIELCZEWSKIPreparerPersonNm
PTINP00740769PTIN
Phone9592007000PhoneNum
Preparation2025-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,550,379FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$106,527InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$106,527InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$197,484DividendsRevAndExpnssAmt
Dividends Net Invst Incm$197,484DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$36,605NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$106,840GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,605CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$446,756OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$358,364OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,393,860TotalRevAndExpnssAmt
Total Net Invst Incm-$17,748TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,930AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,465AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,465AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$26,388OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$26,388OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$81OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$81OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,399TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,934TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,465TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$889,099ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$889,099ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$928,498TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,934TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$895,564TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,465,362ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$113,729CashBOYAmt
Cash EOY$136,330CashEOYAmt
Cash EOYFMV$136,330CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,857,273SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,086,195SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,086,195SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$945,922OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$545,922OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$945,922OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$945,922OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$13,245,239CorporateStockBOYAmt
Corporate Stock EOY$17,461,295CorporateStockEOYAmt
Corporate Stock EOYFMV$17,461,295CorporateStockEOYFMVAmt
Other Investments BOY$3,161,231OtherInvestmentsBOYAmt
Other Investments EOY$2,920,637OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,920,637OtherInvestmentsEOYFMVAmt
Total Assets BOY$19,923,394TotalAssetsBOYAmt
Total Assets EOY$24,550,379TotalAssetsEOYAmt
Total Assets EOYFMV$24,550,379TotalAssetsEOYFMVAmt
Accounts Payable EOY$650AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$650TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$19,923,394NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$24,549,729NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$19,923,394TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,549,729TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,923,394TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,550,379TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,923,394TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,465,362ExcessRevenueOverExpensesAmt
Other Increases$3,160,973OtherIncreasesAmt
Subtotal$24,549,729SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,549,729TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$86,338$70,235$16,103$16,103
CAPITAL GAINS FROM PASS THRU INVESTMENTS$20,502$20,502$20,502P
FieldValueIRS element (for citing)
Capital Gain Net Income$36,605CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$430EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,570ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,000OverpaymentAmt
Applied To ES Tax$2,000AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFRANK ANTONACCIIndividualWithBooksNm
Phone8607463242PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1555 TAYLOR ROADAddressLine1Txt
CityENFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06082ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK ANTONACCI
555 TAYLOR ROADENFIELDCT06082PRESIDENT1.00$0$0$0
GERALD ANTONACCI
555 TAYLOR ROADENFIELDCT06082VICE PRESIDENT/SECRETARY1.00$0$0$0
FRANK M ANTONACCI
555 TAYLOR ROADENFIELDCT06082DIRECTOR1.00$0$0$0
ED SPINELLA ESQ
555 TAYLOR ROADENFIELDCT06082DIRECTOR1.00$0$0$0
GUY ANTONACCI
555 TAYLOR ROADENFIELDCT06082DIRECTOR1.00$0$0$0
CHRISTOPHER ANTONACCI
555 TAYLOR ROADENFIELDCT06082DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,324,414AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,943,271AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,866,559FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,134,244TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,134,244AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$317,014CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,817,230NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,040,862MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,040,862MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,040,862DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,040,862DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,040,862DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$895,564ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$895,564QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,040,862DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$585,185ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$15,277ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$600,462TotalExcessDistributionCyovAmt
Qualifying Distributions$895,564QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$895,564AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$145,298ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$145,298ExcessDistributionCyovAppCYAmt
Total Corpus$455,164TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$455,164ExcessDistriCyovToNextYrAmt
Excess From Year4$439,887ExcessFromYear4Amt
Excess From Year2$15,277ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALEX FISHER FOUNDATION
30 POST ROADENFIELDCT06082PCGENERAL SUPPORT$500
ALL SAINTS CHURCH
25 SCHOOL STREETPO BOX MSOMERSVILLECT060720913PCGENERAL SUPPORT$5,000
ALS UNITED CONNECTICUT
4 OXFORD ROAD SUITE E4MILFORDCT06460PCGENERAL SUPPORT$5,000
AMERICAN INTERNATIONAL COLLEGE
1000 STATE STREETSPRINGFIELDMA01109PCGENERAL SUPPORT$10,000
AMERICAN LEGION BASEBALL
49 TILL STREETENFIELDCT06082PCGENERAL SUPPORT$1,250
ANNUAL CATHOLIC APPEAL
331 MAIN STREET FLOOR 2NORWICHCT06360PCGENERAL SUPPORT$20,000
ARBOR DAY FOUNDATION
211 NORTH 12TH STREETLINCOLNNE68508PCGENERAL SUPPORT$250
BANK OF AMERICA
PO BOX 15731WILMINGTONDE19886PCGENERAL SUPPORT$22,207
BAY PATH UNIVERSITY
588 LONGMEADOW STREETLONGMEADOWMA01106PCGENERAL SUPPORT$5,000
BAYSTATE HEALTH FOUNDATION
280 CHESTNUT STREETSPRINGFIELDMA01199PCGENERAL SUPPORT$37,500
CAMP QUINEBAUG
54 TAOS DRIVERDANIELSONCT06239PCGENERAL SUPPORT$500
CENTRAL CITY BOXING AND BARBELL
355 BERKSHIRE AVESPRINGFIELDMA01109PCGENERAL SUPPORT$1,000
CHAPEL & YORK US FOUNDATION INC
1350 AVENUE OF THE AMERICASFLOOR 2NEW YORKNY10019PCGENERAL SUPPORT$10,000SUITE 266
CHILDREN'S MUSEUM AT HOLYOKE
444 DWIGHT STREETHOLYOKEMA01040PCGENERAL SUPPORT$500
CHRISTINAS HOUSE
38 MADISON AVENUESPRINGFIELDMA01105PCGENERAL SUPPORT$1,000
CISA - COMM INVOLVED IN SUSTAINING AGRICULTURE
1 SUGARLOAF STREETSOUTH DEERFIELDMA01373PCGENERAL SUPPORT$2,500
CITYSPACE
50 PAYSON AVEEASTHAMPTONMA01027PCGENERAL SUPPORT$2,500
CONN ELECTRIC RAILWAY ASSOCIATION
58 NORTH ROADPO BOX 360EAST WINDSORCT06088PCGENERAL SUPPORT$2,500
CONNECTICUT SCIENCE CENTER
250 COLUMBUS BLVDHARTFORDCT06103PCGENERAL SUPPORT$3,000
DANA-FARBER CANCER INSTITUTE
PO BOX 849168BOSTONMA02284PCGENERAL SUPPORT$25,000
DETECTOGETHER
53 OTIS STREETWESTBOROUGHMA01581PCGENERAL SUPPORT$1,000
DIGNITY GROWS INC
40 WOODLAND STREETHARTFORDCT06105PCGENERAL SUPPORT$2,500
EAST LONGMEADOW EDUCATIONAL ENDOWMENT FUND
PO BOX 1011EAST LONGMEADOWMA01028PCGENERAL SUPPORT$3,000
EASTERN STATES EXPOSITION FOUNDATION
1305 MEMORIAL AVENUEWEST SPRINGFIELDMA01089PCGENERAL SUPPORT$35,000
EMPTY ARMS BEREAVEMENT SUPPORT
140 PINE STREET ROOM 2BFLORENCEMA01062PCGENERAL SUPPORT$1,000
ENFIELD LOAVES & FISHES INC
23 NORTH MAIN STPO BOX 544ENFIELDCT06083PCGENERAL SUPPORT$5,000
ENFIELD SAFE HARBOR FOR THE HOMELESS
PO BOX 165ENFIELDCT06083PCGENERAL SUPPORT$1,000
FAYETTE ALLIANCE FOUNDATION INC
169 N LIMESTONE SUITE 1BLEXINGTONKY40507PCGENERAL SUPPORT$25,000
FIDELCO GUIDE DOG FOUNDATION INC
PO BOX 150522 DEPT 000294HARTFORDCT061150522PCGENERAL SUPPORT$3,500
FIRST TEE MET NEW YORK
3545 JEROME AVEBRONXNY10467PCGENERAL SUPPORT$600
FOOD BANK OF WESTERN MASSACHUSETTS
25 CAREW STCHICOPEEMA01020PCGENERAL SUPPORT$20,000
FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS
92 HOPMEADOW STREETWEATOGUECT06089PCGENERAL SUPPORT$5,000
FOUNDATION FOR TJO ANIMALS
66 INDUSTRY AVE SUITE 3SPRINGFIELDMA01104PCGENERAL SUPPORT$500
FRANCISCAN LIFE CENTER
271 FINCH AVEMERIDENCT06451PCGENERAL SUPPORT$1,000
FRIENDS OF RECREATION
515 SHAKER RDEAST LONGMEADOWMA01028PCGENERAL SUPPORT$250
FRIENDS OF WILBRAHAM SENIORS INC
40 POST OFFICE PARK 747WILBRAHAMMA01095PCGENERAL SUPPORT$7,500
GIRLS FOR TECHNOLOGY
20 CHURCH STREET FL 17HARTFORDCT06103PCGENERAL SUPPORT$5,000
GOSNOLD
200 TER HEUN DRIVEFALMOUTHMA02540PCGENERAL SUPPORT$5,000
GREATER SPRINGFIELD HABITAT FOR HUMANITY
268 COLD SPRING AVEWEST SPRINGFIELDMA01089PCGENERAL SUPPORT$1,000
GREATER WTBY INTERFAITH MINISTRIES INC
770 EAST MAIN STREETWATERBURYCT06702PCGENERAL SUPPORT$2,500
HARNESS HORSE YOUTH FOUNDATION
2711 FRIAR TUCK ROADANDERSONIN46013PCGENERAL SUPPORT$5,000
HARTFORD HOSPITAL
80 SEYMOUR STREET PO BOX 5037HARTFORDCT061025037PCGENERAL SUPPORT$1,000
HARTFORD MULTINATIONAL LIONS CLUB
237 HIGH PATH ROADWINDOSRCT06095PCGENERAL SUPPORT$1,000
HOLY LAND USA
PO BOX 828WATERBURYCT06720PCGENERAL SUPPORT$1,000
HOMES FOR THE BRAVE
655 PARK AVENUEBRIDGEPORTCT06604PCGENERAL SUPPORT$1,000
ITALIAN AMERICAN LEGISLATIVE CAUCUS EDUCATIONAL FUND
PO BOX 330171WEST HARTFORDCT06133PCGENERAL SUPPORT$5,000
JEWISH FEDERATION OF GREATER HARTFORD
333 BLOOMFIELD AVE SUITE CWEST HARTFORDCT06117PCGENERAL SUPPORT$5,250
JEWISH FEDERATION OF WESTERN MASS
1160 DICKINSON STSPRINGFIELDMA011083122PCGENERAL SUPPORT$10,000
JOE TORRE SAFE AT HOME FOUNDATION
55 WEST 39TH STREET SUITE 600NEW YORKNY10018PCGENERAL SUPPORT$5,000
LEUKEMIA & LYMPHOMA SOCIETY
156 S FLAGG STWORCESTERMA01602PCGENERAL SUPPORT$2,500
LINK TO LIBRARIES INC
2 WILBRAHAM ROADHAMPDENMA01036PCGENERAL SUPPORT$4,500
LITTLE SISTERS OF THE POOR
1365 ENFIELD STREETENFIELDCT06082PCGENERAL SUPPORT$5,000
LONGMEADOW EDUCATIONAL EXCELLENCE FOUNDATION
PO BOX 60782LONGMEADOWMA01116PCGENERAL SUPPORT$1,250
LYME ART ASSOCIATION
90 LYME STREETOLD LYMECT06371PCGENERAL SUPPORT$1,500
MAKE A WISH MASSACHUSETTS AND RHODE ISLAND
181 PARK AVENUEWEST SPRINGFIELDMA01089PCGENERAL SUPPORT$1,500
MAKE A WISH NEW HAMPSHIRE
814 ELM STSUITE 300MANCHESTERNH03101PCGENERAL SUPPORT$1,000
MANCHESTER COMMUNITY COLLEGE
PO BOX 1046MS 15MANCHESTERCT06045PCGENERAL SUPPORT$5,000
MANDELL JCC
335 BLOOMFIELD AVENUEWEST HARTFORDCT06117PCGENERAL SUPPORT$10,000
MARION WALSH RILEY SCHOLARSHIP FUND
PO BOX 28SOMERSVILLECT06072PCGENERAL SUPPORT$500
MARYS PLACE
6 POQUONOCK AVENUEWINDSORCT06095PCGENERAL SUPPORT$1,000
MASS MILITARY SUPPORT FOUNDATION
117 ROUTE 6ASANDWICHMA02563PCGENERAL SUPPORT$1,500
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 5028HAGERSTOWNMD217415028PCGENERAL SUPPORT$10,000
MICHAEL E SIMMONS FOUNDATION
PO BOX 281041EAST HARTFORDCT06128PFGENERAL SUPPORT$5,000
MIDWEST FOOD BANK
440 ADAMS STMANCHESTERCT06042PCGENERAL SUPPORT$10,000
MIRACLE LEAGUE WEST MASS
PO BOX 6684HOLYOKEMA01040PCGENERAL SUPPORT$500
MOVE TO HEAL
45 NE INDUSTRIAL ROADBRANFORDCT06405PCGENERAL SUPPORT$5,000
NEW VOCATIONS
719 DOLAN LANELEXINGTONKY40511PCGENERAL SUPPORT$25,000
NY RACE TRACK CHAPLAINCY
PO BOX 37191ELMONTNY11003PCGENERAL SUPPORT$2,500
OCTOBER HERITAGE MONTH CREATIVITY FESTIVAL
100 STATE STREET 9TH FLOORBOSTONMA02109PCGENERAL SUPPORT$4,000
PATHLIGHT
220 BROOKDALE DRIVESPRINGFIELDMA011043210PCGENERAL SUPPORT$500
PIONEER VALLEY CHRISTIAN ACADEMY
965 PLUMTREE RDSPRINGFIELDMA01119PCGENERAL SUPPORT$2,500
PMC- JIMMY FUND
LEVY22 AVONDALE ROADWEST HARTFORDCT06117PCGENERAL SUPPORT$250
POLICE ACTIVITY LEAGUE OF WTBY
64 DIVISION STREETWATERBURYCT06704PCGENERAL SUPPORT$25,000
POWER FORWARD INC
3 WEBSTER SQUARE PMB 465MARSHFIELDMA02050PCGENERAL SUPPORT$26,500
PRISON FELLOWSHIP
PO BOX 1550MERRIFIELDVA22116PCGENERAL SUPPORT$1,000
PURPLE HAZE STANDARDBRED
PO BOX 253OXFORDNY13830PCGENERAL SUPPORT$2,500
RONALD MCDONALD HOUSE CHARITY
34 CHAPIN TERRACESPRINGFIELDMA01107PCGENERAL SUPPORT$7,500
SAINT LUCY PARISH
3510 OCEAN BLVDHIGHLAND BEACHFL33487PCGENERAL SUPPORT$3,000
SAINT MARY'S HOSPITAL FOUNDATION
PO BOX 320635HARTFORDCT061329901PCGENERAL SUPPORT$5,000
SCARECROW FESTIVAL
154 HIGHLAND VIEW DRIVESOMERSCT06071PCGENERAL SUPPORT$500
SISTERS OF ST JOSEPH
577 CAREW STREETSPRINGFIELDMA01104PCGENERAL SUPPORT$5,000
SMILE TRAIN
PO BOX 96231WASHINGTONDC20090PCGENERAL SUPPORT$500
SOMERS EDUCATION FOUNDATION
17 TWINBROOK DRIVESOMERSCT06071PCGENERAL SUPPORT$10,000
SPECIAL OLYMPICS MASSACHUSETTS
512 FOREST STREETMARLBOROUGHMA01752PCGENERAL SUPPORT$250
SPRINGFIELD PUBLIC FORUM
PO BOX 5374SPRINGFIELDMA01101PCGENERAL SUPPORT$1,000
SPRINGFIELD RESCUE MISSION
PO BOX 9045SPRINGFIELDMA01102PCGENERAL SUPPORT$251
SQUARE ONE
1095 MAIN STREET FLOOR 2SPRINGFIELDMA01103PCGENERAL SUPPORT$500
ST MARYS CATHOLIC CHURCH
27 SOMERS ROADHAMPDENMA01036PCGENERAL SUPPORT$22,551
ST MICHAELS CATHOLIC CHURCH
128 MAPLE STREETEAST LONGMEADOWMA01028PCGENERAL SUPPORT$5,000
ST JUDES CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105PCGENERAL SUPPORT$1,000
ST LUKE CHURCH
14 HILLSDALE DRELLINGTONCT06029PCGENERAL SUPPORT$500
STABLE OF MEMORIES INC
1520 LEXINGTON RDGEORGETOWNKY40324PFGENERAL SUPPORT$1,000
STABLE RECOVERY
3363 TATES CREEK ROAD STE 212LEXINGTONKY40502PCGENERAL SUPPORT$25,000
STOWE FAMILY RESOURCE CENTER
1010 ENFIELD STENFIELDCT06082PCGENERAL SUPPORT$10,000
SUFFIELD ACADEMY
185 N MAIN STREETSUFFIELDCT06078PCGENERAL SUPPORT$50,000
THE ANGEL FUND
TOWN OF SOMERS619 MAIN STSOMERSCT06071PCGENERAL SUPPORT$25,000
THE COMMUNITY KITCHEN OF TORRINGTON
220 PROSPECT STREETTORRINGTONCT06790PCGENERAL SUPPORT$1,000
THE DETACHABLE CONTAINER ASSOCIATION
848 WOODLANDS ROADCHARLOTTESVILLEVA22901PCGENERAL SUPPORT$5,000
THE DREAM FOUNDATION
PO BOX 705VINELANDNJ08362PCGENERAL SUPPORT$1,000
THE FRANCISCAN LIFE CENTER
271 FINCH AVENUEMERIDENCT06451PCGENERAL SUPPORT$10,000
THE GAMBINO MEDICAL & SCIENCE FOUNDATION
2501 71ST STREET2ND FLOORNORTH BERGENNJ07047PFGENERAL SUPPORT$4,500
THE HOUSE OF BREAD
27 CHESTNUT STREETHARTFORDCT06120PCGENERAL SUPPORT$2,500
THE JIMMY FUND
181 PARK AVE SUITE 1WEST SPRINGFIELDMA01089PCGENERAL SUPPORT$1,000
THE SHADOW FUND
500 FEDERAL STREETANDOVERMA01810PCGENERAL SUPPORT$1,000
THE STCC FOUNDATION
18 BOWDOIN STREETWESTFIELDMA01085PCGENERAL SUPPORT$1,000
TO LIFE
2727 ROUTE 29MIDDLE GROVENY12850PCGENERAL SUPPORT$2,000
TOWN OF SOMERS
600 MAIN STREETSOMERSCT06071GOVGENERAL SUPPORT$500
TOWN OF SOMERS EMERGENCY FUND
619 MAIN STSOMERSCT06071GOVGENERAL SUPPORT$5,000
TRI TOWN BOOSTER
55 MICHELE DRIVESOMERSCT06071PCGENERAL SUPPORT$200
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467PCGENERAL SUPPORT$95,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILEDELPHIAPA19104PCGENERAL SUPPORT$20,000
UK PHILANTHROPY
2353 ALEXANDRIA DRIVE SUITE 100LEXINGTONKY40504PCGENERAL SUPPORT$5,000
UNION AGRICULTURAL SOCIETY
110 MOUNTAIN VIEW RDSOMERSCT06071PCGENERAL SUPPORT$1,000
UNIVERSITY OF SAINT JOSEPH
1678 ASYLUM AVENUEWEST HARTFORDCT06117PCGENERAL SUPPORT$5,000
WESTERN NEW ENGLAND UNIVERSITY
1215 WILBRAHAM RDSPRINGFIELDMA01119PCGENERAL SUPPORT$12,500
WESTOVER GALAXY COMMUNITY COUNCIL
570 PATRIOT AVE BOX 10WESTOVER ARBMA01022PCGENERAL SUPPORT$440
WILBRAHAM & MONSON ACADEMY
423 MAIN STWILBRAHAMMA01095PCGENERAL SUPPORT$60,000
WILBRAHAM HAMPDEN ACADEMIC TRUST
601 MAIN STREETWILBRAHAMMA01095PCGENERAL SUPPORT$2,500
WILBRAHAM HAMPDEN SCHOLARSHIP FOUNDATION
PO BOX 441WILBRAHAMMA01095PCGENERAL SUPPORT$7,000
WREATHS ACROSS AMERICA
54 KIMBERLY DRENFIELDCT06082PCGENERAL SUPPORT$500
YMCA OF GREATER SPRINGFIELD
PO BOX 15329SPRINGFIELDMA01115PCGENERAL SUPPORT$1,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$889,099TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$106,527ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$197,484ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$36,605ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescLOSS FROM PARTNERSHIP PASS THRUSDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm-$88,392UnrelatedBusinessTaxblIncmAmt
Exclusion16ExclusionCd
Exclusion-$358,364ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$88,392UnrelatedBusinessTaxblIncmAmt
Exclusion-$17,748ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$106,140TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1USA HAULING & RECYCLINGBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1555 TAYLOR ROADAddressLine1Txt
CityENFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06082ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,930Amt
Net Investment Income$6,465NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,465DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT FIDELITY STOCKS$13,874,298$13,874,298
INVESTMENT KIMELMAN STOCKS$2,272,874$2,272,874
INVESTMENT - UBS HEDGE FUNDS$1,314,123$1,314,123

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (18 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT HORIZON PARK APARTMENTSAT COST$131,533$131,533
INVESTMENT- ADMIRAL MCMAT COST$73,422$73,422
INVESTMENT - NEW VALLEY BANKAT COST$522,500$522,500
INVESTMENT - VITALITY BIOPHARMAT COST$68,979$68,979
INVESTMENT - ADMIRAL CWAT COST$128,296$128,296
INVESTMENT - SHEM CREEK CAPITAL FUND V LLCAT COST$164,277$164,277
INVESTMENT - US LIVING STRUCTURED FUND LP CLASS BAT COST$1$1
INVESTMENT - ONE PARK ROAD INVESTORS LLCAT COST$163,760$163,760
INVESTMENT - AB FINANCE FOUNDERS LLCAT COST$104,757$104,757
INVESTMENT - LEXINGTON AUSTELL INVESTORSAT COST$79,225$79,225
INVESTMENT - ARCTIS GLOBAL FUNDAT COST$357,215$357,215
INVESTMENT - CIRCUFIBER INCAT COST$285,653$285,653
INVESTMENT - PREGAME ATHLETICS LLCAT COST$248,899$248,899
INVESTMENT - US LIVING STRUCTURED FUND LP CLASS A-1AT COST$98,630$98,630
INVESTMENT - LEX-LITCHFIELD INVESTORS LLCAT COST$26,721$26,721
INVESTMENT - JEMM - CROPSEY AVEAT COST$235,738$235,738
INVESTMENT - HI JRS LLCAT COST$221,030$221,030
INVESTMENT - THE DAVID MOVIEAT COST$10,001$10,001

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$81RevenueAndExpensesPerBooksAmt
Net Investment Income$81NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLOSS FROM PARTNERSHIP PASS THRUSDesc
Revenue And Expenses Per Books-$446,756RevenueAndExpensesPerBooksAmt
Net Investment Income-$358,364NetInvestmentIncomeAmt
Adjusted Net Income-$446,756AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET CHANGE IN UNREALIZED GAINDesc
Amt$3,160,973Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$26,388Amt
Net Investment Income$26,388NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt