JANE AND WILLIAM CURRAN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JANE AND WILLIAM CURRAN FOUNDATION INC (EIN 22-2668435)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-12
- IRS object ID
- 201821639349100302
- Schema version
- 2017v2.2
- 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 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 | 2018-06-12T08:06:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2034951236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10TH FLOOR CENTURY TOWER NO 1006 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM CURREN | PersonNm |
| Person Title | VP / TREASURER | PersonTitleTxt |
| Phone | 2034951236 | PhoneNum |
| Signature | 2018-05-17 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,818,783 | 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 | $108,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $731,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,860 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $279,772 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,772 | 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 | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,106 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,500 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,593 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $109 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,091 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $278,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $278,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $556,136 | CashBOYAmt |
| Cash EOY | $506,985 | CashEOYAmt |
| Cash EOYFMV | $506,985 | CashEOYFMVAmt |
| US Government Obligations BOY | $52,033 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $76,137 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $77,723 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,457,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,622,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,528,132 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $873,654 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $698,412 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $705,943 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,939,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,903,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,818,783 | 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 | $3,938,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,903,368 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,939,273 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,903,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,939,273 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,903,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,939,273 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,906,246 | SubtotalAmt |
| Other Decreases | $2,441 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,903,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| APPLE INC | 2013-01-14 | 2017-02-14 | $40,059 | $19,881 | $20,178 | $20,178 | |
| HOSPITLITY PROPERTY | 2013-06-06 | 2017-02-10 | $50,000 | $52,033 | -$2,033 | -$2,033 | |
| UNDRE ARMOUR | 2016-06-01 | 2017-01-31 | $23,585 | $39,445 | -$15,860 | -$15,860 | |
| GNM | 1996-02-09 | 2017-07-17 | $12 | $12 | $12 | ||
| TRIUMPH GROUP | 2014-03-24 | 2017-11-09 | $49,930 | $49,600 | $330 | $330 | |
| GENERAL ELECTRIC | 2008-06-19 | 2017-11-07 | $30,598 | $44,556 | -$13,958 | -$13,958 | |
| UNDERARMOUR | 2016-10-27 | 2017-01-31 | $27,537 | $36,932 | -$9,395 | -$9,395 | P |
| EVERCORE | 2012-06-01 | 2017-02-06 | $145,597 | $43,461 | $102,136 | $102,136 | P |
| BOOKING HOLDING | 2014-07-18 | 2017-02-13 | $32,966 | $24,125 | $8,841 | $8,841 | P |
| VAREX IMAGING | 2005-09-28 | 2017-02-15 | $18,071 | $7,195 | $10,876 | $10,876 | P |
| AMERICAN TOWER | 2013-06-19 | 2017-04-19 | $29,926 | $18,282 | $11,644 | $11,644 | P |
| PAYPAL | 2015-08-21 | 2017-06-09 | $15,981 | $10,477 | $5,504 | $5,504 | P |
| SCRIPPS NETWORK | 2017-05-18 | 2017-07-31 | $86,446 | $66,637 | $19,809 | $19,809 | P |
| AMERICAN TOWER | 2013-06-19 | 2017-08-22 | $67,870 | $36,565 | $31,305 | $31,305 | P |
| TRIUMPH GROUP | 2014-09-26 | 2017-11-08 | $49,596 | $49,423 | $173 | $173 | P |
| BLUE BUFFALO | 2017-03-22 | 2017-12-08 | $18,932 | $13,630 | $5,302 | $5,302 | P |
| INVITATION HOMES | 2017-08-11 | 1978-12-21 | $16 | $15 | $1 | $1 | P |
| GENERAL ELECTRIC | 2014-09-29 | 2017-11-06 | $30,597 | $38,190 | -$7,593 | -$7,593 | P |
| BLUE BUFFALO | 2016-09-27 | 2017-12-08 | $13,375 | $9,787 | $3,588 | $3,588 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,860 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $288,919 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,899,352 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048975 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $308,657 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,628,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054836 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $271,286 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,533,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049023 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $218,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,078,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043065 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $221,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,642,170 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047607 | DistributionYr5Rt |
| Total Distribution | 0.243506 | TotalDistributionRt |
| Average Distribution | 0.048701 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,799,660 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $331,150 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,571 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,721 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $286,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,142 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,142 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,333 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,253 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $1,100 | OverpaymentAmt |
| Applied To ES Tax | $1,100 | 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 | WILLIAM E CURRAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2034951236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 1006 CENTURY TOWER 10TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | 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 (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 | ||||||||
| SUITE 1006 CENTURY TOWER | NEW HAVEN | CT | 06510 | 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 | ||||||||
| 4601 NORTH A1A 501 | VERO BEACH | FL | 32963 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JANE 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 | $6,371,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $532,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,903,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,903,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,799,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,142 | TotalTaxAmt |
| Distributable Before Adj | $334,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $334,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $334,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $286,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $286,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $334,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,024 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,909 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $37,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $286,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $286,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $37,933 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $37,933 | 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 | $10,808 | 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMISTAD ACADEMY (ACHIEVEMENT FIRST) | |||||
| 407 JAMES STREET | NEW HAVEN | CT | 06513 | EDUCATIONAL ACTIVITIES | $25,000 |
| ARTS COUNCIL OF GREATER NEW HAVEN | |||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | CULTURAL ACTIVITIES | $1,000 |
| CAPITAL FOR CHANGE | |||||
| 171 ORANGE STREET | NEW HAVEN | CT | 06510 | AFFORDABLE HOUSING | $2,000 |
| 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 | $1,000 |
| COLUMBUS HOUSE | |||||
| 586 ELLA GRASSO BLVD | NEW HAVEN | CT | 06519 | HOMELESS SHELTER | $2,000 |
| 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 | CULTURAL ACTIVITIES | $5,000 |
| CONNECTICUT FOOD BANK | |||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | PROVIDE FOOD FOR NEEDY INDIVIDUALS | $1,000 |
| DOWNTOWN EVENING SOUP KITCHEN | |||||
| PO BOX 1478 | NEW HAVEN | CT | 06510 | PROVIDE FOOD FOR NEEDY INDIVIDUALS | $1,000 |
| DWIGHT HALL AT YALE | |||||
| P/0/ BOX 209008 | NEW HAVEN | CT | 06520 | PUBLIC SERVICE AND SOCIAL JUSTICE | $1,000 |
| EDGERTON PARK RESTORATION FUND | |||||
| PO BOX 6163 | HAMDEN | CT | 06517 | RESTORATION OF PUBLIC PARK | $1,000 |
| ELM SHAKESPEARE COMPANY | |||||
| PO BOX 206029 | NEW HAVEN | CT | 06520 | CULTUAL ACTIVITIES FOR THE PUBLIC | $45,000 |
| EVERYBODY PLAYS | |||||
| PO BOX 209004 | NEW HAVEN | CT | 06520 | ATHLETIC ACTIVITIES FOR YOUTH | $20,000 |
| FAIR HAVEN COMMUNITY HEALTH CENTER | |||||
| 374 GRAND AVE | NEW HAVEN | CT | 06513 | ASSIST IN PROVIDING HEALTH CARE TO NEEDY INDIVIDUALS | $2,500 |
| FELLOWSHIP PLACE | |||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | ASSIST PEOPLE WITH MENTAL HEALTH ISSUES | $1,000 |
| 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 | $1,000 |
| GATEWAY COMMUNITY COLLEGE FDN (SCHOLARSHIPS) | |||||
| 60 SARGENT DR | NEW HAVEN | CT | 06511 | SCHOLARSHIP AID FOR NEEDY INDIVIDUALS | $50,000 |
| GREATER NORWICH FOUNDATION | |||||
| 52 SOUTH BROAD STREET | NORWICH | NY | 13815 | EDUCATIONAL OPPORTUNITIES | $2,000 |
| HABITAT FOR HUMANITY- ANNUAL FUND GRT NEW HAVEN | |||||
| 37 UNION ST | NEW HAVEN | CT | 06511 | PROVIDE HOUSING FOR NEEDY INDIVIDUALS | $1,000 |
| 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 | $5,000 |
| INTERNATIONAL FESTIVAL OF ARTS & IDEAS | |||||
| 195 CHURCH ST 12TH FLR | NEW HAVEN | CT | 06510 | CULTURAL ACTIVITIES | $1,000 |
| L E A P | |||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | EDUCATIONAL GRANT | $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 | $1,000 |
| 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 |
| MSPCA MEMORIAL FOR FARNEY EILERS | |||||
| 150 SO HYNTINGTON AVE | BOSTON | MA | 02130 | MA HUMANE SOCIETY - CARE OF ANIMALS | $5,000 |
| MUSIC HAVEN | |||||
| PO BOX 207332 | NEW HAVEN | CT | 06520 | CULTURAL ACTIVITIES | $1,000 |
| 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 | $1,000 |
| NEW HAVEN SYMPHONY ORCHESTRA (3 OF 4) | |||||
| PO BOX 9718 | NEW HAVEN | CT | 06536 | CULTURAL ACTIVITIES | $900 |
| NEW HAVEN ANIMAL SHELTER FRIENDS OF | |||||
| 81 FOURNIER STREET | NEW HAVEN | CT | 06511 | ANIMAL CARE | $2,500 |
| NEW HAVEN ECOLOGY PROJECT (COMMON GROUND) | |||||
| 358 SPRINGSIDE AVE | NEW HAVEN | CT | 06515 | ENVIRONMENTAL EDUCATION | $10,000 |
| NEW HAVEN FREE PUBLIC LIBRARY- PATRONS OF | |||||
| 133 ELM STREET | NEW HAVEN | CT | 06510 | CULTURAL ACTIVITIES | $2,000 |
| NEW HAVEN INDEPENENT (ONLINE JOURNALISM PROJECT) | |||||
| PO BOX 3288 | NEW HAVEN | CT | 06515 | EDUCATION | $5,000 |
| NEW HAVEN KIWANA'S CLUB | |||||
| 189 LONDON DR | HAMDEN | CT | 06517 | THANKSGIVING MEALS FOR THE NEEDY | $200 |
| NEW HAVEN LAND TRUST (SCHOONER PROJECT) | |||||
| 315 PECK STREET | NEW HAVEN | CT | 06513 | SCHOLARSHIP | $10,000 |
| NEW HAVEN LAND TRUST | |||||
| 315 PECK ST D10 | NEW HAVEN | CT | 06513 | LAND PRESERVATION FOR PUBLIC USE | $1,000 |
| 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 | $10,000 |
| 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 |
| RESOURCES FIRST FOUNDATION | |||||
| 74 LUNT ROAD SUITE 300-302 | FALMOUTH | ME | 04105 | EDUCATION | $2,000 |
| RONALD MCDONALD HOUSE | |||||
| 860 HOWARD AVE | NEW HAVEN | CT | 06519 | ASSIST FAMILIES WITH CHILDREN IN CANCER CARE FACILITY | $2,000 |
| 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 | $12,000 |
| 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 |
| WILLIAM BUCKLEY PROGRAM AT YALE | |||||
| PO BOX 204539 | NEW HAVEN | CT | 06520 | CULTURAL ACTIVITIES | $2,000 |
| YOUTH CONTINUUM | |||||
| 746 CHAPEL STREET | NEW HAVEN | CT | 06510 | YOUTH SERVICES INCLUDING EDUCATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $278,600 | 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 | $108,912 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,860 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $279,772 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,772 | 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 | $2,300 | 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 | $698,412 | EOYBookValueAmt |
| EOYFMV | $705,943 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,622,271 | EOYBookValueAmt |
| EOYFMV | $5,528,132 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $76,137 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $77,723 | 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 | $2,441 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAXES PAID | Desc |
| Revenue And Expenses Per Books | $1,091 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,091 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $21,606 | $21,606 | $0 |
| ADMINISTRATIVE ASSISTANT | $7,500 | $0 | $7,500 |