M BONNIE AXTHELM CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- M BONNIE AXTHELM CHARITABLE FOUNDATION (EIN 06-6444196)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349102644
- 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
- Gain Loss Sale Other Assets Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:40:30-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gabriel Tax & Accounting Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1297 PARK AVE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | 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 | 066444196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M BONNIE AXTHELM CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBON | BusinessNameControlTxt |
| Phone | 2033244341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 33 MINUTE MAN HILL | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY AXTHELM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033244341 | PhoneNum |
| Signature | 2017-05-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ELLEN KEENAN | PreparerPersonNm |
| Phone | 2033677731 | PhoneNum |
| Preparation | 2017-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.23.142.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 13:40:17 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1BA884CDC233A7B7BC0A7592E08A5A4FA5A6B3D1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 069390E2D557D379FF195682EBF864B2B4F352E9 | 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 | $387,105 | 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 | $9,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,050 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $352 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $352 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,082 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,097 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $249 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $249 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,138 | CashBOYAmt |
| Cash EOY | $1,553 | CashEOYAmt |
| Cash EOYFMV | $1,553 | CashEOYFMVAmt |
| Corporate Stock BOY | $99,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $115,718 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $102,366 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $98,440 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $153,710 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $177,792 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $183,969 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $372,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $362,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $387,105 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $372,446 | CapitalStockBOYAmt |
| Capital Stock EOY | $372,140 | CapitalStockEOYAmt |
| Retained Earning BOY | -$306 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$9,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $372,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $362,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $372,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $362,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $372,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,459 | ExcessRevenueOverExpensesAmt |
| Subtotal | $362,681 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $362,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 353 shs. GOLDMAN SACHS STRATEGIC INCM F | P | 2015-11-27 | 2016-04-12 | $3,318 | $0 | $3,520 | -$202 | $0 | $0 | $0 | -$202 |
| 2614 shs. GOLDMAN SACHS STRATEGIC INCM | P | 2011-10-03 | 2016-04-12 | $24,539 | $0 | $27,405 | -$2,866 | $0 | $0 | $0 | -$2,866 |
| 204 shs. METROPOLITAN WEST TOTAL RETURN | P | 2014-05-12 | 2016-05-23 | $2,200 | $0 | $2,200 | $0 | $0 | $0 | $0 | $0 |
| 446 shs. SCHWAB S&P 500 INDEX FD | P | 2011-10-03 | 2016-04-25 | $14,470 | $0 | $7,748 | $6,722 | $0 | $0 | $0 | $6,722 |
| 276 shs. SCHWAB S&P 500 INDEX FD | P | 2011-10-03 | 2016-11-18 | $9,500 | $0 | $4,808 | $4,692 | $0 | $0 | $0 | $4,692 |
| 183 shs. SCHWAB S&P 500 INDEX FD | P | 2011-10-03 | 2016-12-14 | $6,500 | $0 | $3,181 | $3,319 | $0 | $0 | $0 | $3,319 |
| 444 VANGUARD TOTAL INTL STK INDEX F | P | 2011-10-03 | 2016-04-26 | $6,605 | $0 | $5,581 | $1,024 | $0 | $0 | $0 | $1,024 |
| CHARLES SCHWAB CAPITAL GAIN DIST DIVIDENDS | P | 2011-10-03 | 2016-12-31 | $361 | $0 | $0 | $361 | $0 | $0 | $0 | $361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,050 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$202 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,507 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $444,745 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057352 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $428,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055587 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,804 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $420,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051815 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,839 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $393,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052954 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $418,682 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051915 | DistributionYr5Rt |
| Total Distribution | 0.269623 | TotalDistributionRt |
| Average Distribution | 0.053925 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $416,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,447 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $186 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,633 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,524 | 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 | $186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $186 | SubtotalAmt |
| Tax Based On Investment Income | $186 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $186 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MEGAN BROWN | IndividualWithBooksNm |
| Phone | 2033244341 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MILES RD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MEGAN A BROWN | ||||||||
| 19 MILES RD | DARIEN | CT | 06820 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| NANCY AXTHELM | ||||||||
| 33 MINUTE MAN HILL | WESTPORT | CT | 06880 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| STEPHEN AXTHELM | ||||||||
| 46 HILLANDALE RD | WESTPORT | CT | 06880 | TRUSTEE | 10.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $390,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $422,605 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $422,605 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $416,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $186 | TotalTaxAmt |
| Distributable Before Adj | $20,627 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,627 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,627 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,524 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,524 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $186 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,338 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,708 | UndistributedIncomePYAmt |
| Qualifying Distributions | $26,524 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,708 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,816 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,816 | TotalCorpusAmt |
| Taxable2 | $11,708 | Taxable2Amt |
| Undistributed Income CY | $8,919 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $14,816 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR HOPE | ||||||
| 590 POST ROAD | DARIEN | CT | 06820 | 501C | UNRESTRICTED | $2,500 |
| ST AGNES CATHEDRAL | ||||||
| 29 QUEALY PLACE | ROCKVILLE CENTER | NY | 11570 | 501C | UNRESTRICTED | $1,000 |
| ASSUMPTION CHURCH | ||||||
| 98 RIVERSIDE AVE | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $8,250 |
| UNITARIAN CHURCH | ||||||
| 10 LYONS PLAINS RD | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $5,000 |
| MARQUETTE UNIVERSITY | ||||||
| 615 N 11TH STREET | MILWAUKEE | WI | 53233 | 501C | UNRESTRICTED | $9,500 |
| STAPLES HIGH SCHOOL-MUSIC | ||||||
| 70 NORTH AVENUE | WESTPORT | CT | 06880 | 501C | RESTRICTED | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,275 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,050 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,730 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,730 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GABRIEL TAX & ACCT TAX PREP | CategoryTxt |
| Amt | $1,800 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 353 shs. GOLDMAN SACHS STRATEGIC INC | 2015-11 | Purchased | 2016-04 | $3,318 | $3,520 | -$202 |
| 2614 shs. GOLDMAN SACHS STRATEGIC INCM | 2011-10 | Purchased | 2016-04 | $24,539 | $27,405 | -$2,866 |
| 204 shs. METROPOLITAN WEST TOTAL RETURN | 2014-05 | Purchased | 2016-05 | $2,200 | $2,200 | |
| 446 shs. SCHWAB S&P 500 INDEX FD | 2011-10 | Purchased | 2016-04 | $14,470 | $7,748 | $6,722 |
| 276 shs. SCHWAB S&P 500 INDEX FD | 2011-10 | Purchased | 2016-11 | $9,500 | $4,808 | $4,692 |
| 183 shs. SCHWAB S&P 500 INDEX FD | 2011-10 | Purchased | 2016-12 | $6,500 | $3,181 | $3,319 |
| 444 VANGUARD TOTAL INTL STK INDEX F | 2011-10 | Purchased | 2616-12 | $6,605 | $5,581 | $1,024 |
| CHARLES SCHWAB CAPITAL GAIN DIST DIVIDENDS | 2011-10 | Purchased | 2016-12 | $361 | $361 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROP | Desc |
| Revenue And Expenses Per Books | $352 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $352 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB INV ADVISOR FEES | CategoryTxt |
| Amt | $4,097 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TREASURY | $249 | $249 | $249 |
| FOREIGN TAX | $118 | $118 |