THE LOUIS A EMILY J & JOHN J BUONANI: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE LOUIS A EMILY J & JOHN J BUONANI (EIN 06-1413694)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201721299349100927
- Schema version
- 2016v3.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T10:02:12-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 LONG WHARF DRIVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061413694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUIS A EMILY J & JOHN J BUONANI | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2032384498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 JOHNSON AVENUE | AddressLine1Txt |
| City | MERIDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN F BUZBEE | PersonNm |
| Person Title | ASSISTANT SECRETARY / DIRECTOR | PersonTitleTxt |
| Phone | 2032384498 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L REYNOLDS | PreparerPersonNm |
| PTIN | P01264086 | PTIN |
| Phone | 2037819600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 14:34:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 76C8BA708F9DDE7C1ADBF0538CEE35D840A322D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 64A2933FE2EBCCB1853182B2E548620B1C706C12 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $782,007 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $400 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,880 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,354 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,446 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,632 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,434 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,776 | CashBOYAmt |
| Cash EOY | $42,776 | CashEOYAmt |
| Cash EOYFMV | $42,776 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $205,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $242,888 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $285,506 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $233,626 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $235,239 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $100,275 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $48,398 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $216,823 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $226,751 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $212,706 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $850,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $796,041 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $782,007 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $850,673 | RetainedEarningBOYAmt |
| Retained Earning EOY | $796,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $850,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $796,041 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $850,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $796,041 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $850,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,632 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $796,041 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $796,041 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100000 GOLDMAN SACHS GROUP | 2015-02-13 | 2016-02-08 | $100,000 | $100,000 | $0 | $0 |
| 50000 FEDERL HOME LOAN BANKS BOND | 2013-05-08 | 2016-08-02 | $50,000 | $49,600 | $400 | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $400 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $832,625 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066014 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,919 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $628,815 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066663 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,856 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $599,026 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $598,863 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050095 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,935 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $576,914 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058822 | DistributionYr5Rt |
| Total Distribution | 0.299782 | TotalDistributionRt |
| Average Distribution | 0.059956 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $824,316 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $74 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,497 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,660 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $74 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $65 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN BUONANI | IndividualWithBooksNm |
| Phone | 2032384498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 JOHNSON AVE | AddressLine1Txt |
| City | MERIDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06451 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN BUONANI | ||||||||
| 251 JOHNSON AVE | MERIDEN | CT | 06451 | PRESIDENT, TREASURER | 0.00 | $0 | $0 | $0 |
| PETER RADZIUNAS | ||||||||
| 80 LEBANON ROAD | BETHANY | CT | 06525 | SECRETARY | 0.00 | $0 | $0 | $0 |
| KATHLEEN BUZBEE | ||||||||
| 555 LONG WHARF DRIVE 12TH FL | NEW HAVEN | CT | 06511 | ASSISTANT SECRETARY | 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 | $508,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $328,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $836,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $836,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $824,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74 | TotalTaxAmt |
| Distributable Before Adj | $41,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,660 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $74 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,586 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,219 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,640 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,404 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,693 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,518 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,211 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,219 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,992 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $237 | ExcessFromYear4Amt |
| Excess From Year3 | $5,193 | ExcessFromYear3Amt |
| Excess From Year2 | $10,640 | ExcessFromYear2Amt |
| Excess From Year1 | $13,404 | ExcessFromYear1Amt |
| Excess From Current Year | $19,518 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN BUONANI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL COLLEGE | |||||||
| 1000 STATE STREET | SPRINGFIELD | MA | 01109 | NONE | PUBLIC | EDUCATIONAL | $13,600 |
| CONNECTICUT FOOD BANK | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 065310686 | NONE | PUBLIC | HUMANITARIAN | $5,500 |
| FIDELCO GUIDE DOG FOUNDATION | |||||||
| PO BOX 1329 | BLOOMFIELD | CT | 06002 | NONE | PUBLIC | HUMANITARIAN | $4,700 |
| FRANCISCAN LIFE CENTER | |||||||
| 271 FINCH AVENUE | MERIDEN | CT | 064512715 | NONE | PUBLIC | HUMANITARIAN | $4,670 |
| JEWISH FEDERATION OF GREATER NEW HAVEN (MARILYN SALTZMAN FUND) | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC | HUMANITARIAN | $4,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC | HUMANITARIAN | $4,500 |
| MERIDEN SOUP KITCHEN INC | |||||||
| PO BOX 2138 | MERIDEN | CT | 06450 | NONE | PUBLIC | HUMANITARIAN | $6,500 |
| NEW OPPORTUNITIES INC (SHELTER NOW) | |||||||
| 43 ST CASIMIR DRIVE | MERIDEN | CT | 06450 | NONE | PUBLIC | HUMANITARIAN | $5,500 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PUBLIC | HUMANITARIAN | $5,660 |
| ST JUDE CHILDREN RESEARCH HOSPITAL | |||||||
| PO BOX 50 | MEMPHIS | TN | 38101 | NONE | PUBLIC | HUMANITARIAN | $2,200 |
| THE CONNECTICUT HOSPICE INC | |||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 064054906 | NONE | PUBLIC | HUMANITARIAN | $3,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,660 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,575 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $400 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,978 | 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 | $7,354 | 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 | 50000 JEFFERIES GROUP LLC/JEFFERIE NOTE | BondNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $48,398 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $233,626 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $235,239 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12948.549 FIDELITY STRATEGIC INCOME | AT COST | $140,589 | $138,031 |
| 2264.737 PIMCO CORPORATE OPPORTUNITY FUND | AT COST | $41,463 | $32,408 |
| 9829.527 LORD ABBETT SHORT DURATION | AT COST | $44,699 | $42,267 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,446 | Amt |
| Net Investment Income | $6,446 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS 2015 | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |