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L SUZIO FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
L SUZIO FAMILY FOUNDATION (EIN 55-0830781)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201631349349100808
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-13T08:00:20-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN272562250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAILEY MURPHY & SCARANO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11224 MAIN STREETAddressLine1Txt
CityBRANFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06405ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN550830781EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1L SUZIO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLSUZBusinessNameControlTxt
Phone2032378421PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1975 WESTFIELD ROADAddressLine1Txt
CityMERIDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06450ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEONARDO H SUZIOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2032358421PhoneNum
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID Y BAILEY CPAPreparerPersonNm
PTINP00004707PTIN
Phone2034811120PhoneNum
Preparation2016-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$153,262FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$83,015ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$83,015TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$51,305OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,305TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,125ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$68,430TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,125TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,585ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$138,677CashBOYAmt
Cash EOY$153,262CashEOYAmt
Cash EOYFMV$153,262CashEOYFMVAmt
Total Assets BOY$138,677TotalAssetsBOYAmt
Total Assets EOY$153,262TotalAssetsEOYAmt
Total Assets EOYFMV$153,262TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$138,677RetainedEarningBOYAmt
Retained Earning EOY$153,262RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$138,677TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$153,262TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$138,677TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$153,262TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$138,677TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,585ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$153,262SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$153,262TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,375AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$134,323NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.092129DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,875AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$128,578NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.100134DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$115,430NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.103959DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$106,158NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.113039DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$94,844NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.114926DistributionYr5Rt
Total Distribution0.524187TotalDistributionRt
Average Distribution0.104837AverageDistributionRt
Net Vl Noncharitable Assets$148,791NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,599AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,599AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,125QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LSUZIOFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksLEONARDO SUZIOIndividualWithBooksNm
Phone2032378421PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1975 WESTFIELD ROADAddressLine1Txt
CityMERIDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06450ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LORENZO F SUZIO
1224 NORTH COLONY ROADMERIDENCT06451TRUSTEE0.00$0$0$0
LEONARDO H SUZIO
192 FRONT STREETNEW HAVENCT06513TRUSTEE0.00$0$0$0
HENRY E SUZIO
1 BROWNSTONE RIDGEMERIDENCT06451TRUSTEE0.00$0$0$0
CHERYL A SUZIO
176 PADDOCK AVENUEMERIDENCT06450TRUSTEE0.00$0$0$0
SCOTT P SUZIO
192 FINCH AVENUEMERIDENCT06451TRUSTEE0.00$0$0$0
LINDA S MUNSON
196 BROWNSTONE RIDGEMERIDENCT06451TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$151,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$151,057TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$151,057AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,266CashDeemedCharitableAmt
Net Vl Noncharitable Assets$148,791NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,440MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,440MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$7,440DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,440DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,440DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,125ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,125QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$17,125AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,440DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,158ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,692ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,228ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,446ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,659ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,183TotalExcessDistributionCyovAmt
Qualifying Distributions$17,125QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,440AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,685RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$40,868TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$6,158ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$34,710ExcessDistriCyovToNextYrAmt
Excess From Year4$6,692ExcessFromYear4Amt
Excess From Year3$6,228ExcessFromYear3Amt
Excess From Year2$6,446ExcessFromYear2Amt
Excess From Year1$5,659ExcessFromYear1Amt
Excess From Current Year$9,685ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST JOSEPH SCHOOL
335 CENTER STREETBRISTOLCT06010NONETO CONTINUE SERVICES AND PROGRAMS$4,250
ST PAUL'S CATHOLIC HIGH SCHOOL
1001 STAFFORD AVENUEBRISTOLCT06010NONESCHOLARSHIP TO PROVIDE EDUCATIONAL OPPORTUNITIES$2,000
ST PAUL'S CATHOLIC HIGH SCHOOL
1001 STAFFORD AVENUEBRISTOLCT06010NONETO CONTINUE SERVICES & PROGRAMS$750
MERIDEN LIONS CLUB
PO BOX 2629MERIDENCT06450NONETO CONTINUE SERVICES & PROGRAMS$325
ST JUDES
262 DANNY THOMAS PLACEMEMPHISTN38105NONETO CONTINUE SERVICES & PROGRAMS$100
THE HOLE IN THE WALL GANG
555 LONG WHARF DRIVENEW HAVENCT06511NONETO CONTINUE SERVICES & PROGRAMS$150
OUR LADY OF MT CARMEL
115 LEWIS AVEMERIDENCT06451NONETO CONTINUE SERVICES & PROGRAMS$200
JOHN NERDEN CAMP
89 POWDER HILL ROADMIDDLEFIELDCT06455NONETO CONTINUE SERVICES & PROGRAMS$250
AMERICAN LEGION POST 45
7488 US-15CLARKSVILLEVA23927NONETO CONTINUE SERVICES & PROGRAMS$100
JOHN SULLIVAN
PO BOX 748MERIDENCT06450NONESCHOLARSHIP TO PROVIDE EDUCATIONAL OPPORTUNITIES$2,000
ST ANSELM COLLEGE
100 ST ANSELM DRIVEMANCHESTERNH03102NONESCHOLARSHIP TO PROVIDE EDUCATIONAL OPPORTUNITIES$2,000
CATHOLIC UNIVERSITY
620 MICHIGAN AVEWASHINGTONDC20064NONETO CONTINUE SERVICES AND PROGRAMS$2,000
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVEWEST HARTFORDCT06117NONESCHOLARSHIP TO PROVIDE EDUCATIONAL OPPORTUNITIES$2,000
SACRED HEART HIGH SCHOOL
142 SOUTH ELM STREETWATERBURYCT06706NONESCHOLARSHIP TO PROVIDE EDUCATIONAL OPPORTUNITIES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,125TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GOLF TOURNAMENT EXPENSES$50,895$0$0
LICENSES$140$0$0
WEBSITE FEE$270$0$0