THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC (EIN 22-3148993)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-01
- IRS object ID
- 201731219349101028
- 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 Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-01T15:47:09-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | 223148993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARLA AND STEPHEN SCHWARTZ | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 8605373451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MILL STREET | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | stephen schwartz | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8605373451 | PhoneNum |
| Signature | 2017-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN LARKIN | PreparerPersonNm |
| PTIN | P00297957 | PTIN |
| Phone | 9592007000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-28 | IPDt |
| IP Tm | 08:09:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 896C1F5B5D42EC59A37A0D46A5820AA48C1A79ED | 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 | $699,941 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $114,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,458 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,598 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,011 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,012 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,011 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,012 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,404 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,404 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $527,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $494,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $647,537 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $555,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $546,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $699,941 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $427 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $556 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $427 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $556 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $554,960 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $546,229 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $554,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $546,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $555,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $546,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $554,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $546,229 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $546,229 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY ASSET MANAGER 50% | P | 2016-05-24 | $1,822 | $1,876 | -$54 | -$54 |
| FIDELITY ASSET MANAGER 50% | P | 2016-05-24 | $8,056 | $8,293 | -$237 | -$237 |
| FIDELITY ASSET MANAGER 50% | P | 2016-05-24 | $20,200 | $19,291 | $909 | $909 |
| VANGUARD WINDSOR II FUND | P | 2016-10-11 | $60,000 | $45,805 | $14,195 | $14,195 |
| Capital Gains Dividends | P | $24,645 | $24,645 | $24,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,458 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,377 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $702,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074568 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $709,969 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,130 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $617,728 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061726 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,049 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $531,975 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047087 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,448 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $499,750 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086939 | DistributionYr5Rt |
| Total Distribution | 0.328562 | TotalDistributionRt |
| Average Distribution | 0.065712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $678,017 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,554 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $556 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,110 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,761 | 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 | $556 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $556 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $568 | 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 | STEPHEN L SCHWARTZ | IndividualWithBooksNm |
| Phone | 8605373451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MILL STREET | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | 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 |
|---|---|---|---|---|---|---|---|---|
| CARLA R SCHWARTZ | ||||||||
| 692 NORWICH AVENUE | COLCHESTER | CT | 06415 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| STEPHEN L SCHWARTZ | ||||||||
| 692 NORWICH AVENUE | COLCHESTER | CT | 06415 | SECRETARY | 5.00 | $0 | $0 | $0 |
| HY SCHWARTZ | ||||||||
| 52 OLD STONE CROSSING | WEST HARTFORD | CT | 06117 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ADAM SCHWARTZ | ||||||||
| 197 SOUTH POND ROAD | SOUTH GLASTONBURY | CT | 06073 | DIRECTOR | 2.00 | $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 | $654,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $688,342 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $688,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $678,017 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $556 | TotalTaxAmt |
| Distributable Before Adj | $33,345 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,345 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,345 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,761 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $556 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,205 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,684 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $7,815 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,098 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,416 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $82,124 | 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 | $18,684 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,440 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,815 | ExcessFromYear3Amt |
| Excess From Year2 | $7,098 | ExcessFromYear2Amt |
| Excess From Year1 | $18,111 | ExcessFromYear1Amt |
| Excess From Current Year | $30,416 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CHABAD HOUSE OF GREATER HARTFORD | |||||||
| 2532 ALBANY AVENUE | wesT HARTFORD | CT | 06117 | PC | charity | $1,000 | |
| COLCHESTER LAND TRUST | |||||||
| PO BOX 93 | COLCHESTER | CT | 06415 | PC | CHARITY | $500 | |
| HAITIAN HEALTH FOUNDATION | |||||||
| 97 SHERMAN STREET | NORWICH | CT | 06360 | PC | charity | $100 | |
| HOSPICE OF SE CT | |||||||
| 227 DUNHAM STREET | NORWICH | CT | 06360 | PC | charity | $500 | |
| JEWISH ADOPTION AND FAMILY CARE OPTIONS | |||||||
| 234 S BRYN MAWR AVE 100 | BRYN MAWR | PA | 19010 | PC | charity | $1,800 | |
| JEWISH COMMUNITY CENTER | |||||||
| 335 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | PC | CHARITY | $250 | |
| jewish community foundation | |||||||
| 333 bloomfield avenue suite D | wesT HARTFORD | CT | 06117 | PC | charity | $1,000 | |
| jewish family services | |||||||
| 333 BLOOMFIELD AVENUE - SUITE A | wesT HARTFORD | CT | 06117 | PC | charity | $3,650 | |
| Jewish Federation of Palm Beach County | |||||||
| 4601 Community Drive | West Palm Beach | FL | 33417 | PC | Charity | $1,000 | |
| JONATHAN'S DREAM FUND | |||||||
| 353 BLOOMFIELD AVE | wesT HARTFORD | CT | 06117 | PC | charity | $250 | |
| MARTIN HOUSE | |||||||
| 401 WEST THAMES STREET BUILDING 700 | NORWICH | CT | 06360 | PC | CHARITY | $500 | |
| Miss Porter's School | |||||||
| 60 MAIN ST | FARmington | CT | 06032 | PC | Charity | $10,000 | |
| NCCJ | |||||||
| 820A PROSPECT HILL ROAD | WINDSOR | CT | 06095 | PC | charity | $500 | |
| PAP CORPS | |||||||
| 1166 W NEWPORT BEACH DRIVE SUITE | DEERFIELD BEACH | FL | 33442 | PC | charity | $700 | 114 |
| PARTNERS IN HEALTH (PIH) | |||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 02199 | PC | CHARITY | $500 | |
| PLANNED PARENTHOOD | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | PC | charity | $1,000 | |
| Renbrook School | |||||||
| 2865 Albany Ave | WEST HARTFORD | CT | 06117 | PC | CHARITY | $500 | |
| ROTARY CLUB OF BOCA RATON | |||||||
| PO BOX 272641 | BOCA RATON | FL | 33486 | PC | charity | $500 | |
| The Alexander Franklin Charitable Foundation | |||||||
| 37 crosswood road | farmington | CT | 06032 | PC | CHARITY | $500 | |
| THE ARC NEW LONDON COUNTY | |||||||
| 125 SACHEM STREET | NORWICH | CT | 06360 | PC | CHARITY | $500 | |
| THE NEW BRITAIN MUSEUM OF AMERICAN ART | |||||||
| 56 LEXINGTON ST | NEW BRITAIN | CT | 06052 | PC | CHARITY | $5,000 | |
| The University of Connecticut Foundation INc | |||||||
| 2390 Alumni Drive Unity 3206 | Storrs | CT | 06269 | PC | CHARITY | $15,000 | |
| WADSWORTH ATHENEUM | |||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | PC | CHARITY | $13,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 1120 G STREET NORTHWEST 700 | WASHINGTON | DC | 20005 | PC | CHARITY | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,750 | 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 | $17,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,458 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,598 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,598 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD-WINDSOR II | AT COST | $414,170 | $497,182 |
| VANGUARD-BALANCED INDEX | AT COST | $80,211 | $150,355 |
| FIDELITY-ASSET MANAGER | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $23 | $12 | $11 |
| OTHER COSTS | $4,000 | $0 | $4,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $427 | BOYBookValueAmt |
| EOY Book Value | $556 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $556 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |