ELLIOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELLIOTT FAMILY FOUNDATION INC (EIN 20-2025290)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202543029349100219
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T09:38:09-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134146129 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIACENTE & STANO CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 CHURCH ST STE 207 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 106011911 | 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 | 202025290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLI | BusinessNameControlTxt |
| Phone | 9146494919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 DAVID RD | AddressLine1Txt |
| City | SOMERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10589 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ELLIOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9146494919 | PhoneNum |
| Signature | 2025-10-24 | 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 | JOSEPH A PIACENTE | PreparerPersonNm |
| PTIN | P00002278 | PTIN |
| Phone | 9149493900 | PhoneNum |
| 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 | $4,582,527 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $223,425 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $242 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $242 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $620,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,577 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $626,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $403,310 | 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 |
| Legal Fees Rev And Expnss | $1,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,434 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,124 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $343,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $382,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $180,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,824 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $147,690 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $346,932 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $350,230 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,793,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,866,828 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,010,158 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $83,968 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $133,968 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $118,315 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,205,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,451,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,582,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,205,944 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,451,552 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,205,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,205,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,451,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,205,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $343,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,549,903 | SubtotalAmt |
| Other Decreases | $98,351 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TRUIST FINL CORP-500 SHS | P | 2021-08-13 | 2024-02-01 | $17,740 | $28,768 | -$11,028 | -$11,028 |
| EXXON MOBIL CORP-400 SHS | D | 2007-11-27 | 2024-02-22 | $42,001 | $8,908 | $33,093 | $33,093 |
| NOVO-NORDISK-200 SHS | D | 2022-12-19 | 2024-02-22 | $24,849 | $2,158 | $22,691 | $22,691 |
| ROCHE HLDG AG-600 SHS | P | 2012-04-18 | 2024-02-22 | $19,463 | $13,392 | $6,071 | $6,071 |
| ROCHE HLDG AG-400 SHS | P | 2012-06-06 | 2024-02-22 | $12,975 | $8,038 | $4,937 | $4,937 |
| LINDE PLC-50 SHS | D | 2013-12-11 | 2024-03-12 | $23,628 | $1,052 | $22,576 | $22,576 |
| PFIZER INC-262 SHS | P | 2009-10-15 | 2024-03-12 | $7,344 | $4,350 | $2,994 | $2,994 |
| PFIZER INC-338 SHS | P | 2012-06-06 | 2024-03-12 | $9,474 | $7,010 | $2,464 | $2,464 |
| US TREASURY BILL-50,000 | P | 2023-04-18 | 2024-04-18 | $50,000 | $50,000 | $0 | $0 |
| THE CIGNA GROUP-75 SHS | D | 2007-11-27 | 2024-05-07 | $25,862 | $415 | $25,447 | $25,447 |
| THERMO FISHER SCIENTIFIC-25 SHS | D | 2007-11-27 | 2024-05-07 | $14,357 | $121 | $14,236 | $14,236 |
| NOVO-NORDISK-250 SHS | D | 2023-11-24 | 2024-09-23 | $30,982 | $1,348 | $29,634 | $29,634 |
| WATERS CORP-125 SHS | D | 2022-12-19 | 2024-09-23 | $42,223 | $3,313 | $38,910 | $38,910 |
| US TREASURY-50,000 | P | 2024-03-18 | 2024-09-19 | $50,000 | $50,000 | $0 | $0 |
| CARRIER GLOBAL CORP-400 SHS | D | 2020-09-16 | 2024-10-21 | $32,656 | $1,580 | $31,076 | $31,076 |
| FISERV INC-100 SHS | P | 2015-11-03 | 2024-10-21 | $19,786 | $4,799 | $14,987 | $14,987 |
| KENVUE INC-372 SHS | D | 2019-11-21 | 2024-10-21 | $8,051 | $1,213 | $6,838 | $6,838 |
| NOVO-NORDISK-300 SHS | D | 2022-12-19 | 2024-10-21 | $35,396 | $3,237 | $32,159 | $32,159 |
| THE CIGNA GROUP-50 SHS | D | 2007-11-27 | 2024-10-21 | $17,166 | $277 | $16,889 | $16,889 |
| US TREASURY-50,000 | P | 2022-10-28 | 2024-10-31 | $50,000 | $49,970 | $30 | $30 |
| US TREASURY BILL-50,000 | P | 2024-09-20 | 2024-12-05 | $50,000 | $50,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $36,573 | $36,573 | $36,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,577 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,461 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,461 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,148 | OverpaymentAmt |
| Applied To ES Tax | $2,148 | 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 | NY | 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 | DAVID ELLIOTT | IndividualWithBooksNm |
| Phone | 9146494919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 S CANAAN RD APT 302 | AddressLine1Txt |
| City | CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID ELLIOTT | ||||||||
| 77 S CANAAN RD APT 302 | CANAAN | CT | 06018 | DIRECTOR-PRESIDENT | 5.00 | $0 | $0 | $0 |
| MATTHEW ELLIOTT | ||||||||
| 94 BONAIR HILL RD | TOLLAND | CT | 06084 | DIRECTOR-VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| SARAH ELLIOTT GUNDERSON | ||||||||
| 76A LINCOLN CITY RD | SALISBURY | CT | 06068 | DIRECTOR-TREASURER | 5.00 | $0 | $0 | $0 |
| JENNIFER ELLIOTT BROOKS | ||||||||
| 1 DAVID RD | SOMERS | NY | 10589 | DIRECTOR-SECRETARY | 5.00 | $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 | $4,409,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,472,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,472,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,405,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,313 | TotalTaxAmt |
| Distributable Before Adj | $214,944 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,944 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,468 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $258,468 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,861 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,861 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $212,607 | 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 | $2,337 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID ELLIOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 S CANAAN RD APT 302 | AddressLine1Txt |
| City | CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9146494919 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SALISBURY VOLUNTEER AMBULANCE | |||||||
| PO BOX 582 | SALISBURY | CT | 06068 | NONE | PC | COMMUNITY WELFARE | $500 |
| BENTLEY UNIVERSITY | |||||||
| 175 FOREST ST | WALTHAM | MA | 02452 | NONE | PC | EDUCATION | $20,000 |
| MANHATTANVILLE COLLEGE | |||||||
| 2900 PURCHASE ST | PURCHASE | NY | 10577 | NONE | PC | EDUCATION | $1,500 |
| CHAMPLAIN COLLEGE | |||||||
| 163 WILLARD ST PO BOX 670 | BURLINGTON | VT | 054020670 | NONE | PC | EDUCATION | $20,000 |
| SCOVILLE MEMORIAL LIBRARY | |||||||
| 38 MAIN ST | SALISBURY | CT | 06068 | NONE | PC | LIBRARY SERVICES | $200 |
| SALISBURY FAMILY SERVICES | |||||||
| 30A SALMON KILL RD | SALISBURY | CT | 06068 | NONE | PC | COMMUNITY WELFARE | $1,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | EDUCATION | $2,000 |
| ROGER WILLIAMS UNIVERSITY | |||||||
| PO BOX 4110 | WOBURN | MA | 01888 | NONE | PC | EDUCATION | $16,000 |
| SAVANNAH COLLEGE OF ART & DESIGN | |||||||
| 516 DRAYTON ST | SAVANNAH | GA | 31401 | NONE | PC | EDUCATION | $19,000 |
| SUNY COBLESKILL | |||||||
| 106 SUFFOLK CIRCLE | COBLESKILL | NY | 12043 | NONE | PC | EDUCATION | $7,000 |
| THE CORNER FOOD PANTRY | |||||||
| 80 SHARON RD NORTH EAST | LAKEVILLE | CT | 06039 | NONE | PC | WELFARE | $1,000 |
| THE CULINARY INSTITUTE OF AMERICA | |||||||
| 1946 CAMPUS DR | HYDE PARK | NY | 12538 | NONE | PC | EDUCATION | $23,000 |
| THE LITTLE GUILD | |||||||
| 285 SHARON GOSHEN RD | WEST CORNWALL | CT | 06736 | NONE | PC | ANIMAL WELFARE | $500 |
| DREXEL UNIVERSITY | |||||||
| PO BOX 8215 | PHILADELPHIA | PA | 19101 | NONE | PC | EDUCATION | $6,667 |
| KEENE STATE COLLEGE | |||||||
| 229 MAIN ST | KEENE | NH | 03435 | NONE | PC | EDUCATION | $18,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST SUITE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATION | $10,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 233 GLENBROOK RD UNIT 4100 | STORRS | CT | 06269 | NONE | PC | EDUCATION | $10,000 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | NONE | PC | EDUCATION | $12,000 |
| TOWSON UNIVERSITY | |||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | PC | EDUCATION | $10,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PC | EDUCATION | $12,000 |
| WESTFIELD STATE UNIVERSITY | |||||||
| 577 WESTERN AVE | WESTFIELD | MA | 01086 | NONE | PC | EDUCATION | $8,000 |
| UNIVERSITY OF ST JOSEPH | |||||||
| 1678 ASYLUM AVE | WEST HARTFORD | CT | 06117 | NONE | PC | EDUCATION | $18,000 |
| BROWN UNIVERSITY | |||||||
| 350 EDDY ST SIXTH FLOOR | PROVIDENCE | RI | 02903 | NONE | PC | EDUCATION | $5,101 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST SUITE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATION | $10,000 |
| SHARON PLAYHOUSE | |||||||
| 49 AMENIA RD | SHARON | CT | 06069 | NONE | PC | COMMUNITY WELFARE | $1,000 |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NONE | PC | EDUCATION | $16,000 |
| PEDIATRIC BRAIN TUMOR FOUNDATION | |||||||
| 380 KNOLLWOOD ST SUITE H 125 | WINSTON SALEM | NC | 27103 | NONE | PC | WELFARE | $1,000 |
| PACE UNIVERSITY | |||||||
| ONE PACE PLAZA | NEW YORK | NY | 10038 | NONE | PC | EDUCATION | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,468 | 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 | $242 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $330,577 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $403,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $403,310 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID ELLIOTT | |||||||
| 1 | 77 S CANAAN RD APT 302 | CANAAN | CT | 06018 | $111,713 | Yes (X) | Yes (X) |
| JEANNE ELLIOTT | |||||||
| 2 | 77 S CANAAN RD APT 302 | CANAAN | CT | 06018 | $111,712 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SIX FLAGS ENTERTAINMENT CORP 2500 SHARES | $111,713 | 2024-11-07 |
| 2 | SIX FLAGS ENTERTAINMENT CORP 2500 SHARES | $111,712 | 2024-11-07 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REIT | $33,968 | $18,152 |
| CD | $100,000 | $100,163 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $1,445,600 | $3,121,896 |
| MUTUAL FUNDS | $364,543 | $778,086 |
| EXCHANGE TRADED FUNDS | $56,685 | $110,176 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $346,932 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $350,230 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,500 | LegalFeesAmt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES IN COST BASIS AND MARKET VALUE OF SOLD SECURITIES | Desc |
| Amt | $98,351 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARLES SCHWAB-ADVISOR FEES | $18,347 | $18,347 | $0 |
| ADR FEE-ROCHE HLDG AG | $0 | $0 | $0 |
| ADR FEE-NOVO-NORDISK | $67 | $67 | $0 |
| ADR FEE-NESTLE | $14 | $14 | $0 |
| ADR FEE-UNILEVER | $6 | $6 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,124 | $1,124 | $0 |
| FEDERAL TAXES | $3,000 | $0 | $0 |