THE LOUIS A EMILY J & JOHN J BUONANI: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE LOUIS A EMILY J & JOHN J BUONANI (EIN 06-1413694)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201642249349100344
- 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
- Form 990-PF
- Schedule B
- 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 | 2016-08-11T13:39:42-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | DIRECTOR | PersonTitleTxt |
| Phone | 2032396888 | PhoneNum |
| Signature | 2016-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN F BUZBEE | PreparerPersonNm |
| PTIN | P00164277 | PTIN |
| Phone | 2037819600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $830,844 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $43,570 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,653 | 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 | $5,836 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,163 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,163 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,778 | CashBOYAmt |
| Cash EOY | $42,776 | CashEOYAmt |
| Cash EOYFMV | $42,776 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $310,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,293 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $288,030 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $285,506 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $288,107 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,275 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,254 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $207,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $216,823 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $194,414 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $858,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $850,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $830,844 | 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 | $858,787 | RetainedEarningBOYAmt |
| Retained Earning EOY | $850,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $858,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $850,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $858,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $850,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $858,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $850,673 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $850,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6 | GrossSalesPriceAmt |
| Gain Or Loss | $6 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,919 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $628,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066663 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,856 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $599,026 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $598,863 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050095 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,935 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $576,914 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058822 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $623,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046538 | DistributionYr5Rt |
| Total Distribution | 0.280306 | TotalDistributionRt |
| Average Distribution | 0.056061 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $832,625 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,678 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,713 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,000 | 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 | $35 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $65 | OverpaymentAmt |
| Applied To ES Tax | $65 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | EMILY 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EMILY BUONANI | ||||||||
| 251 JOHNSON AVE | MERIDEN | CT | 06451 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN BUONANI | ||||||||
| 251 JOHNSON AVE | MERIDEN | CT | 06451 | VICE PRESIDENT | 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 | $576,403 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $845,305 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $845,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $832,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35 | TotalTaxAmt |
| Distributable Before Adj | $41,596 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,596 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,596 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $35 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,965 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,596 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,219 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $237 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,640 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,404 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,693 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,219 | ExcessFromYear4Amt |
| Excess From Year3 | $237 | ExcessFromYear3Amt |
| Excess From Year2 | $5,193 | ExcessFromYear2Amt |
| Excess From Year1 | $10,640 | ExcessFromYear1Amt |
| Excess From Current Year | $13,404 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EMILY BUONANI | ContributingManagerNm |
| Contributing Manager | JOHN BUONANI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 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 27377 | NEW YORK | NY | 100877377 | 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 |
| 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 | $55,000 | 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 | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,448 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EMILY BUONANI | ||||||
| 1 | 251 JOHNSON AVENUE | MERIDEN | CT | 06451 | $20,000 | Yes (X) |
| JOHN BUONANI | ||||||
| 2 | 251 JOHNSON AVENUE | MERIDEN | CT | 06451 | $23,570 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,836 | 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 | 100000 GOLDMAN SACHS GROUP INC. | BondNm |
| EOY Book Value | $100,275 | EOYBookValueAmt |
| EOYFMV | $100,254 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $49,600 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $48,303 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $235,906 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $239,804 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12504.341 FIDELITY STRATEGIC INCOME | AT COST | $135,903 | $126,919 |
| 2012.303 PIMCO CORPORATE OPPORTUNITY FUND | AT COST | $37,941 | $26,844 |
| 9431.861 LORD ABBETT SHORT DURATION | AT COST | $42,979 | $40,651 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FEE | $50 | $0 | $0 |
| BANK FEES | $2 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,163 | Amt |
| Net Investment Income | $6,163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS 2014 | CategoryTxt |
| Amt | $81 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |