JANE MARCHER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JANE MARCHER FOUNDATION (EIN 06-6444816)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349101351
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T10:00:49-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061386456 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T M BYXBEE COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066444816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE MARCHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 2034530072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 194 SAM HILL ROAD | AddressLine1Txt |
| City | GUILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06437 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA BRODY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2034530072 | PhoneNum |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD F CLEARY | PreparerPersonNm |
| PTIN | P00651269 | PTIN |
| Phone | 2032814933 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $500,906 | 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 | $18,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,972 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,927 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $982 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,945 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,813 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $937 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $916 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $916 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $854 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $723 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,734 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,894 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,194 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,182 | CashBOYAmt |
| Cash EOY | $6,589 | CashEOYAmt |
| Cash EOYFMV | $6,589 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,204 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,064 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,064 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $304,917 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $303,770 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $330,966 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,041 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $85,849 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $95,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $72,438 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $468,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $500,906 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $858 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,377 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,377 | 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 | $467,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $443,886 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $467,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $443,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $468,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $446,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $467,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $443,886 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $443,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| DOUBLELINE CORE FIXED INC FD | P | 2014-02-10 | $458 | $471 | -$13 | -$13 | |
| VANGUARD WELLESLEY INC FD | P | 2014-04-17 | $413 | $387 | $26 | $26 | |
| DOUBLELINE CORE FIXED INC FD | P | 2014-02-21 | $10,424 | $10,716 | -$292 | -$292 | |
| ISHARES TR S&P | P | 2014-02-10 | $4,784 | $4,998 | -$214 | -$214 | 2012-03-14 |
| IVY HIGH INC FD | P | 2014-09-25 | $4,985 | $4,936 | $49 | $49 | |
| LOOMIS SAYLES BOND FUND | P | 2014-05-05 | $7,985 | $7,527 | $458 | $458 | |
| VANGUARD WELLESLEY INC FD | P | 2014-04-17 | $6,737 | $6,312 | $425 | $425 | |
| CAPITAL GAINS DIVIDENDS | P | $3,533 | $3,533 | $3,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,972 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,916 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $507,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055014 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,748 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $538,253 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,060 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $555,919 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030688 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $585,119 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060928 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $615,485 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036638 | DistributionYr5Rt |
| Total Distribution | 0.244109 | TotalDistributionRt |
| Average Distribution | 0.048822 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $506,161 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $147 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,859 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,194 | 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 | $147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $147 | 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 | TM BYXBEE COMPANY CPA'S | IndividualWithBooksNm |
| Phone | 2032814933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2319 WHITNEY AVENUE 5TH FLOOR | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRENDA BRODY | ||||||||
| 194 SAM HILL ROAD | GUILFORD | CT | 06437 | TRUSTEE | 10.00 | $8,000 | $0 | $0 |
| SHARON STEUER | ||||||||
| 15 BENNINGTON STREET | SAN FRANCISCO | CA | 94110 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DR SAMANTHA BRODY | ||||||||
| 2307 SE TIBBETTS STREET | PORTLAND | OR | 97202 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES EXCEPT FOR DONATIONS TO OTHER CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $494,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $513,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $513,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $506,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147 | TotalTaxAmt |
| Distributable Before Adj | $25,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,161 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,194 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $38,194 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $147 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,047 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,783 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,783 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,344 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,194 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,033 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,377 | 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 | $25,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,783 | ExcessFromYear4Amt |
| Excess From Year2 | $2,783 | ExcessFromYear2Amt |
| Excess From Year1 | $2,778 | ExcessFromYear1Amt |
| Excess From Current Year | $13,033 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY DINING ROOM | ||||||
| 30 HARRISON AVE | BRANFORD | CT | 06405 | NONE | GENERAL OPERATING | $250 |
| COMMUNITY MEDIATION | ||||||
| 3013 DIXWELL AVE | HAMDEN | CT | 06518 | NONE | GENERAL OPERATING | $250 |
| CONNECTICUT FOOD BANK | ||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | NONE | GENERAL OPERATING | $500 |
| CONNECTICUT LEAGUE OF CONSERVATION VOTERS | ||||||
| 533 FARMINGTON AVE | HARTFORD | CT | 06105 | NONE | GENERAL OPERATING | $350 |
| CREATIVE ARTS WORKSHOP | ||||||
| 80 AUDUBON STREET | NEW HAVEN | CT | 06510 | NONE | GENERAL OPERATING | $250 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5030 | HAGERTOWN | MD | 21741 | NONE | GENERAL OPERATING | $350 |
| EUGENE ONEILL THEATER | ||||||
| 305 GREAT NECK ROAD | WATERFORD | CT | 06385 | NONE | GENERAL OPERATING | $250 |
| FIRST CONGREGATIONAL CHURCH OF GUILFORD | ||||||
| 122 BROAD STREET | GUILFORD | CT | 06437 | NONE | GENERAL OPERATING | $1,000 |
| FOODBANK FOR WESTCHESTER | ||||||
| 358 SAW MILL RIVER ROAD | MILLWOOD | NY | 10546 | NONE | GENERAL OPERATING | $250 |
| FOTO KIDS | ||||||
| PO BOX 661447 | MIAMI | FL | 33266 | NONE | GENERAL OPERATING | $1,500 |
| GUILFORD ARTS CENTER | ||||||
| PO BOX 589 | GUILFORD | CT | 06437 | NONE | GENERAL OPERATING | $250 |
| GUILFORD FOUNDATION | ||||||
| PO BOX 35 | GUILFORD | CT | 06437 | NONE | CATARDI FAMILY LOAVES & FISHES | $250 |
| GUILFORD FREE LIBRARY | ||||||
| 67 PARK STREET | GUILFORD | CT | 06437 | NONE | GENERAL OPERATING | $350 |
| GUILFORD LAND CONSERVATION TRUST | ||||||
| PO BOX 200 | GUILFORD | CT | 06437 | NONE | GENERAL OPERATING | $500 |
| GUILFORD PRESERVATION ALLIANCE | ||||||
| PO BOX 199 | GUILFORD | CT | 06437 | NONE | GENERAL OPERATING | $250 |
| GUILFORD SOCIAL SERVICES | ||||||
| 263 CHURCH STREET | GUILFORD | CT | 06437 | NONE | GENERAL OPERATING | $750 |
| HOLLYCROFT FOUNDATION | ||||||
| PO BOX 1315 | MADISON | CT | 06442 | NONE | GENERAL OPERATING | $350 |
| LEAP | ||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | GENERAL OPERATING | $500 |
| MOTHER JONES INVESTIGATIVE FUND | ||||||
| 222 SUTTER STREET | SAN FRANCISCO | CA | 94108 | NONE | GENERAL OPERATING | $500 |
| NEW HAVEN SCHOLARSHIP FUND | ||||||
| PO BOX 8936 | NEW HAVEN | CT | 06532 | NONE | GENERAL OPERATING | $350 |
| SHORELINE GREENWAY TRAIL | ||||||
| PO BOX 148 | BRANFORD | CT | 06405 | NONE | GENERAL OPERATING | $350 |
| YALE UNIVERSITY ART GALLERY | ||||||
| PO BOX 208271 | NEW HAVEN | CT | 06520 | NONE | INTERNS | $12,720 |
| YALE UNIVERSITY DRAMA SCHOOL | ||||||
| PO BOX 208244 | NEW HAVEN | CT | 06520 | NONE | GENERAL OPERATING | $500 |
| ESSEX MEADOW FOUNDATION | ||||||
| 30 BOKUM ROAD | ESSEX | CT | 06426 | NONE | GENERAL OPERATING | $1,500 |
| FAULKNERS LIGHT BRIGADE | ||||||
| PO BOX 444 | GUILFORD | CT | 06437 | NONE | GENERAL OPERATING | $350 |
| GUILFORD ABC | ||||||
| PO BOX 140 | GUILFORD | CT | 06437 | NONE | GENERAL OPERATING | $350 |
| MENUNKATUCK AUDUBON SOCIETY | ||||||
| PO BOX 214 | GUILFORD | CT | 06437 | NONE | GENERAL OPERATING | $350 |
| JEWISH FOUNDATION OF GREATER NEW HAVEN | ||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | GENERAL OPERATING | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,300 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,972 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,452 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $2,813 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $937 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE STOCK | $18,041 | $38,633 |
| GALECTIN THERAPEUTICS | $5,011 | $1,128 |
| OAKMARK FUND | $42,957 | $46,088 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $303,770 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $330,966 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IVY HIGH INCOME FUND | AT COST | $22,354 | $21,435 |
| LOOMIS SAYLES BOND FUND | AT COST | $20,131 | $20,295 |
| VANGUARD DIVIDEND GROWTH INC FUND | AT COST | $4,435 | $6,173 |
| VANGUARD HIGH DIVIDEND YIELD FUND | AT COST | $6,647 | $9,453 |
| VANGUARD EXTENDED MARKET FUND | AT COST | $4,207 | $6,352 |
| ISHARES TR IBOXX HIGH YIELD ETF | AT COST | $2,018 | $1,971 |
| SPDR DJ IND AVG ETF | AT COST | $5,039 | $6,759 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,471 | $618 | $1,853 |
| OFFICE EXPENSE AND OTHER | $410 | $105 | $305 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL RELATED LIABILITIES | Desc |
| BOY Book Value | $858 | BOYBookValueAmt |
| EOY Book Value | $2,377 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $916 | Amt |
| Net Investment Income | $916 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,139 | $285 | $854 |
| EXCISE TAX | $121 | $0 | $0 |