MALTEMPO FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MALTEMPO FAMILY CHARITABLE FOUNDATION INC (EIN 06-1454553)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201523099349100702
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T09:11:09-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061454553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MALTEMPO FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALT | BusinessNameControlTxt |
| Phone | 8602677389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 CEMETERY ROAD | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT S MALTEMPO JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8602677389 | PhoneNum |
| Signature | 2015-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN LARKIN | PreparerPersonNm |
| PTIN | P00297957 | PTIN |
| Phone | 9592007000 | PhoneNum |
| 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 | $1,502,959 | 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 |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,872 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,708 | 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 | $6,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,194 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,731 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,121 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $584 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,430 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,731 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $270,330 | CashBOYAmt |
| Cash EOY | $181,164 | CashEOYAmt |
| Cash EOYFMV | $181,164 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $157,410 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $149,408 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $157,410 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $157,410 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $765,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,858 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $955,950 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $202,163 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $207,846 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $208,435 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,387,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,382,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,502,959 | 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 | $1,387,500 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,382,278 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,387,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,382,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,387,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,382,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,387,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,382,278 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,382,278 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PWMCO - SEE ATTACHED | P | -$7,180 | -$7,180 | ||||
| PWMCO - SEE ATTACHED | P | $73,811 | $73,811 | ||||
| SCHWAB - SEE ATTACHED | P | $8,368 | $8,368 | ||||
| SCHWAB - SEE ATTACHED | P | $8,221 | $8,221 | ||||
| QEP MIDSTREAM PARTNERS,LP | P | $2,461 | $2,461 | 2013-09-09 | 2014-02-26 | $26,659 | $24,198 |
| CLASS ACTION PROCEEDS | P | $450 | $450 | 2014-12-31 | $450 | ||
| CAPITAL GAINS DIVIDENDS | P | $1,741 | $1,741 | $1,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,872 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,838 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,458,182 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058181 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,595 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,327,034 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052444 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,895 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,297,965 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,463 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,236,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023013 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,021 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $998,499 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027062 | DistributionYr5Rt |
| Total Distribution | 0.193748 | TotalDistributionRt |
| Average Distribution | 0.038750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,511,570 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,573 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $998 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,571 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,231 | 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 | $998 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $998 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,729 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,729 | TotalPaymentsAndCreditsAmt |
| Overpayment | $731 | OverpaymentAmt |
| Applied To ES Tax | $731 | 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 | ROBERT S MALTEMPO JR | IndividualWithBooksNm |
| Phone | 8602677389 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 CEMETERY ROAD | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT S MALTEMPO SR | |||||||||
| 132 TANGLEWOOD SHORES ROAD PO BOX | 399 | MOULTONBORO | NH | 03254 | PRESIDENT & TREASURER | 0.25 | $0 | $0 | $0 |
| PRYCE MALTEMPO | |||||||||
| 53 CEMETERY ROAD | COLCHESTER | CT | 06415 | SECRETARY | 0.25 | $0 | $0 | $0 | |
| ROBERT S MALTEMPO JR | |||||||||
| 64 CEMETERY ROAD | COLCHESTER | CT | 06415 | VICE PRESIDENT | 0.25 | $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 | $1,308,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,534,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,534,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,511,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $998 | TotalTaxAmt |
| Distributable Before Adj | $74,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,231 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,231 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $998 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,233 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,521 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,231 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,521 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,129 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,129 | 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 | $3,129 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,129 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT S MALTEMPO SR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVA ART GALLERY | |||||||
| 11 BANK STREET | LEBANON | NH | 03766 | NONE | PC | CHARITY | $2,000 |
| AVIATION & AEROSPACE EDUCATION CENTER | |||||||
| 66 AVIATION WAY | GILFORD | NH | 03249 | NONE | PC | CHARITY | $2,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITY | $3,000 |
| COLCHESTER CONCERNED CITIZENS | |||||||
| P O BOX 293 | COLCHESTER | CT | 06415 | NONE | PC | CHARITY | $23,500 |
| COLCHESTER COUGARS YOUTH FOOTBALL | |||||||
| P O BOX 311 | COLCHESTER | CT | 06415 | NONE | PC | CHARITY | $2,500 |
| COLCHESTER LAND TRUST | |||||||
| P O BOX 93 | COLCHESTER | CT | 06415 | NONE | PC | CHARITY | $1,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | NONE | PC | CHARITY | $2,000 |
| LAKES REGION FOOD PANTRY | |||||||
| P O BOX 1132 | MOULTONBORO | NH | 03254 | NONE | PC | CHARITY | $5,000 |
| LANDMARK LEGAL FOUNDATION | |||||||
| 19415 DEERFIELD AVENUE | LEESBURG | VA | 20176 | NONE | PC | CHARITY | $2,000 |
| MARRAKESH INC | |||||||
| SIX LUNAR DRIVE | WOODBRIDGE | CT | 06525 | NONE | PC | CHARITY | $5,000 |
| MOODUS RESERVOIR PRESERVATION GROUP | |||||||
| 76 FALLS-BASHAN ROAD | MOODUS | CT | 06469 | NONE | PC | CHARITY | $1,000 |
| MY FATHER'S HOUSE OF MOODUS INC | |||||||
| P O BOX 22 | MOODUS | CT | 06469 | NONE | PC | CHARITY | $8,000 |
| ORANGE COUNTY FREE CLINIC | |||||||
| P O BOX 441 | ORANGE | VA | 22960 | NONE | PC | CHARITY | $2,000 |
| PENNSYLVANIA PRO-LIFE FEDERATION | |||||||
| 4800 JONESTOWN ROAD | HARRISBURG | PA | 17109 | NONE | PC | CHARITY | $8,000 |
| PETS ON WHEELS OF CONNECTICUT | |||||||
| P O BOX 654 | GLASTONBURY | CT | 06033 | NONE | PC | CHARITY | $3,500 |
| PROTECTORS OF ANIMALS INC | |||||||
| 144 MAIN STREET | EAST HARTFORD | CT | 06118 | NONE | PC | CHARITY | $3,500 |
| SAIL NEWPORT | |||||||
| 60 FORT DRIVE | NEWPORT | RI | 02840 | NONE | PC | CHARITY | $3,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITY | $8,000 |
| TOWN OF COLCHESTER | |||||||
| 127 NORWICH AVENUE STE 203 | COLCHESTER | CT | 06415 | NONE | PC | CHARITY | $5,000 |
| UVA HEALTH FOUNDATION | |||||||
| P O BOX 800773 | CHARLOTTESVILLE | VA | 22908 | NONE | PC | CHARITY | $2,000 |
| WESTCHESTER CEMETERY ASSOCIATION | |||||||
| 415 WESTCHESTER ROAD | COLCHESTER | CT | 06415 | NONE | PC | CHARITY | $3,500 |
| WESTCHESTER CONGREGATIONAL CHURCH | |||||||
| 95 CEMETERY ROAD | COLCHESTER | CT | 06415 | NONE | PC | CHARITY | $5,000 |
| YANKEE INSTITUTE FOR PUBLIC POLICY | |||||||
| P O BOX 268 | STONINGTON | CT | 06378 | NONE | PC | CHARITY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,500 | 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 | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $117,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,708 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,925 | Amt |
| Net Investment Income | $5,194 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,731 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART II | FormAndLineReferenceDesc |
| Medium Explanation | THE BALANCE SHEET BOOK VALUE AMOUNTS ARE TAX BASIS, NOT GAAP/FMV AMOUNTS | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS-FIXED INCOME | BondNm |
| EOY Book Value | $207,846 | EOYBookValueAmt |
| EOYFMV | $208,435 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS-CORPORATE STOCK | StockNm |
| EOY Book Value | $835,858 | EOYBookValueAmt |
| EOYFMV | $955,950 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,121 | Amt |
| Net Investment Income | $12,121 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $584 | $584 | $0 |
| FEDERAL EXCISE TAX | $800 | $0 | $0 |