THE AIELLO CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE AIELLO CHARITABLE FOUNDATION INC (EIN 30-0069581)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349104266
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:53:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RESEARCH DRIVE SUITE 450 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300069581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AIELLO CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AIEL | BusinessNameControlTxt |
| Phone | 2033330206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 NORTH AVENUE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M LEHN | PersonNm |
| Person Title | MEMBER OF EX COUNCIL | PersonTitleTxt |
| Phone | 2033024077 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA D CALLANAN | PreparerPersonNm |
| PTIN | P01200948 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,994,192 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $722,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $722,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $355,172 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,594,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $355,172 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $272,036 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $272,036 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,349,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,349,223 | 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 |
| Other Expenses Rev And Expnss | $9,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,375 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,015,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,015,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,024,555 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,015,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $324,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,339,848 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,853 | CashBOYAmt |
| Cash EOY | $212,618 | CashEOYAmt |
| Cash EOYFMV | $212,618 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,005,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,005,005 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $361 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,190,449 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,126,587 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,270,574 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,655,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,246,374 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,487,333 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,952 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,301 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,301 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,976,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,609,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,994,192 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,153 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,729 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,153 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,729 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $20,973,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,605,517 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,973,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,605,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,976,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,609,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,973,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $324,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $306,984 | OtherIncreasesAmt |
| Subtotal | $21,605,517 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,605,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| INVESCO PREFERRED ETF | 2019-09-16 | 2024-10-01 | $80,029 | $96,505 | -$16,476 | -$16,476 |
| FT AMERICAN AGENDA 21 CA | 2022-05-11 | 2024-04-29 | $40,999 | $29,899 | $11,100 | $11,100 |
| FT MEGA CAP 65 CA | 2022-06-01 | 2024-05-28 | $849,927 | $600,003 | $249,924 | $249,924 |
| FT STONEBRIDGE PFD 37 CA | 2022-06-13 | 2024-06-03 | $191,972 | $205,714 | -$13,742 | -$13,742 |
| FT KEY 3 19 CA | 2022-06-27 | 2024-06-14 | $282,881 | $174,634 | $108,247 | $108,247 |
| FT BAL INC SEL 115 CA | 2022-07-22 | 2024-07-08 | $149,182 | $133,063 | $16,119 | $16,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $355,172 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,515 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,515 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $277 | EsPenaltyAmt |
| Tax Due | $4,386 | 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 | 0 | 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 | DAVID LEHN | IndividualWithBooksNm |
| Phone | 2033024077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST PUTNAM AVENUE SUITE 400 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| DAVID LEHN | ||||||||
| 1700 EAST PUTNAM AVENUE | GREENWICH | CT | 06870 | MEMBER OF GOVERNING COUNCI | 2.00 | $0 | $0 | $0 |
| LEONARD DINARDO | ||||||||
| 323 NORTH AVENUE | BRIDGEPORT | CT | 06606 | PRESIDENT, ASST SECY, ASST | 2.00 | $0 | $0 | $0 |
| PETER DINARDO | ||||||||
| 323 NORTH AVENUE | BRIDGEPORT | CT | 06606 | VP, ASST SECY, TREASURER | 2.00 | $0 | $0 | $0 |
| MELISSA DINARDO | ||||||||
| 323 NORTH AVENUE | BRIDGEPORT | CT | 06606 | EXEC VP, SECRETARY, ASST T | 1.00 | $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 | $12,481,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,172,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,853,126 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,506,979 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,506,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $322,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,184,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,059,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,059,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,624 | TotalTaxAmt |
| Distributable Before Adj | $1,040,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,040,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,040,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,015,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,015,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,040,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,004,605 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,015,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,004,605 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,445 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,030,150 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 2900 WESTCHESTER AVENUE STE 306 | PURCHASE | NY | 10577 | 501(C)3 | UNRESTRICTED | $1,000 |
| ANIMAL HAVEN | ||||||
| 89 MILL ROAD | NORTH HAVEN | CT | 06473 | 501(C)3 | UNRESTRICTED | $1,000 |
| BJ RYAN'S FOUNDATION INC | ||||||
| 57 MAIN ST | NORWALK | CT | 06851 | 501(C)3 | UNRESTRICTED | $15,000 |
| BULLARD HAVENS TECHNICAL HS | ||||||
| 500 PALISADE AVENUE | BRIDGEPORT | CT | 56610 | 501(C)3 | UNRESTRICTED | $2,000 |
| CONNECTICUT BURNS CARE FOUNDATION INC | ||||||
| 601 BOSTON POST ROAD | MILFORD | CT | 06460 | 501(C)3 | UNRESTRICTED | $5,000 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | 501(C)3 | UNRESTRICTED | $10,000 |
| CONNECTICUT FOODSHARE | ||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | 501(C)3 | UNRESTRICTED | $2,500 |
| COUNCIL OF ITALIAN-AMERICAN SOCIETIES OF GREATER BRIDGEPORT | ||||||
| PO BOX 5087 | BRIDGEPORT | CT | 06610 | 501(C)3 | UNRESTRICTED | $16,750 |
| FAIRFIELD COUNTRY DAY SCHOOL | ||||||
| 2970 BRONSON ROAD | FAIRFIELD | CT | 06824 | 501(C)3 | UNRESTRICTED | $15,000 |
| FAIRFIELD POLICE FOUNDATION CT | ||||||
| 100 REEF ROAD | FAIRFIELD | CT | 06824 | 501(C)3 | UNRESTRICTED | $2,500 |
| FAIRFIELD UNIVERSITY | ||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | 501(C)3 | UNRESTRICTED | $10,000 |
| FIDELITY CHARITABLE GIVING ACCOUNT | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | 501(C)3 | DONOR ADVISED FUND | $620,000 |
| GRIFFIN HOSPITAL | ||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 501(C)3 | UNRESTRICTED | $10,000 |
| HABITAT FOR HUMANITY | ||||||
| 285 PEACHTREE CENTER AVE NE | ATLANTA | GA | 30303 | 501(C)3 | UNRESRICTED | $10,000 |
| HELP OUR MILITARY HEROES INC | ||||||
| 15 PHEASANT LANE | EASTON | CT | 06612 | 501(C)3 | UNRESTRICTED | $2,500 |
| JANE RYAN FATHERS CLUB | ||||||
| 190 PARK LANE | TRUMBULL | CT | 06611 | 501(C)3 | UNRESTRICTED | $1,800 |
| LAMBDA LEGAL | ||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | 501(C)3 | UNRESTRICTED | $2,500 |
| LAURALTON HALL | ||||||
| 200 HIGH STREET | MILFORD | CT | 06460 | 501(C)3 | UNRESTRICTED | $3,000 |
| MARITIME AQUARIUM THE | ||||||
| 10 N WATER STREET | NORWALK | CT | 06854 | 501(C)3 | UNRESTRICTED | $25,000 |
| MSK CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 501(C)3 | UNRESTRICTED | $5,000 |
| NEW YORK UNIVERSITY | ||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | 501(C)3 | UNRESTRICTED | $10,000 |
| NORWALK HOSPITAL | ||||||
| 34 MAPLE STREET | NORWALK | CT | 06856 | 501(C)3 | UNRESTRICTED | $100,000 |
| NORWALK PBA | ||||||
| 1 MONROE STREET | NORWALK | CT | 06854 | 501(C)3 | UNRESTRICTED | $10,000 |
| NOURISH BRIDGEPORT | ||||||
| PO BOX 1859 | BRIDGEPORT | CT | 06601 | 501(C)3 | UNRESTRICTED | $2,500 |
| OMEGA PSI PHI FRATERNITY | ||||||
| 3951 SNAPFINGER PARKWAY | DECATUR | GA | 30035 | 501(C)3 | UNRESTRICTED | $1,000 |
| OPEN DOOR SHELTER INC | ||||||
| 4 MERRITT STREET | NORWALK | CT | 06854 | 501(C)3 | UNRESTRICTED | $2,500 |
| OPERATION HOPE OF FAIRFIELD INC | ||||||
| 636 OLD POST ROAD | FAIRFIELD | CT | 06824 | 501(C)3 | UNRESTRICTED | $5,000 |
| SCHOOL SISTERS OF NOTRE DAME | ||||||
| 345 BELDEN HILL ROAD | WILTON | CT | 06897 | 501(C)3 | UNRESTRICTED | $5,000 |
| SOROPTIMIST | ||||||
| 485 GREENFIELD HILL ROAD | FAIRFIELD | CT | 06824 | 501(C)3 | UNRESTRICTED | $1,000 |
| SPECIAL OLYMPICS CONNECTICUT | ||||||
| PO BOX 4000 | HAMDEN | CT | 06514 | 501(C)3 | UNRESTRICTED | $2,500 |
| ST LUKE'S CHURCH | ||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | 501(C)3 | UNRESTRICTED | $2,500 |
| ST LUKE'S SCHOOL | ||||||
| 377 NORTH WILTON ROAD | NEW CANAAN | CT | 06840 | 501(C)3 | UNRESTRICTED | $15,000 |
| TEAM | ||||||
| PO BOX 1683 | CAROL STREAM | IL | 60132 | 501(C)3 | UNRESTRICTED | $3,500 |
| THE CAMPAIGN SCHOOL AT YALE | ||||||
| PO BOX 1194 | NEW CANAAN | CT | 06840 | 501(C)3 | UNRESTRICTED | $2,500 |
| TOMMY FUND FOR CHILDHOOD CANCER | ||||||
| PO BOX 8295 | NEW HAVEN | CT | 06530 | 501(C)3 | UNRESTRICTED | $2,000 |
| TRUMBULL PUBLIC SCHOOLS | ||||||
| 6254 MAIN STREET | TRUMBULL | CT | 06611 | 501(C)3 | UNRESTRICTED | $10,000 |
| UNQUOWA SCHOOL ASSOC | ||||||
| 981 STRATFIELD AVE | FAIRFIELD | CT | 06825 | 501(C)3 | UNRESTRICTED | $5,000 |
| WOOFGANG & CO | ||||||
| 1300 POST ROAD | FAIRFIELD | CT | 06824 | 501(C)3 | UNRESTRICTED | $10,000 |
| YALE NEW HAVEN HOSPITAL | ||||||
| 40 TEMPLE STREET | NEW HAVEN | CT | 06510 | 501(C)3 | UNRESTRICTED | $2,500 |
| HOMES FOR THE BRAVE | ||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06606 | 501(C)3 | UNRESTRICTED | $1,000 |
| LOCKWOOD-MATHEWS MANSION MUSEUM | ||||||
| 38 SHOREFRONT PARK | NORWALK | CT | 06854 | UNRESTRICTED | $1,500 | |
| BARNUM FESTIVAL | ||||||
| PO BOX 1212 | BRIDGEPORT | CT | 06604 | 501(C)3 | UNRESTRICTED | $6,000 |
| ALZHEIMER ASSOCIATES | ||||||
| 10 EXECUTIVE DRIVE | FARMINGTON | CT | 06032 | UNRESTRICTED | $3,000 | |
| NOTRE DAME OF EASTON | ||||||
| 655 MOREHOUSE ROAD | EASTON | CT | 06612 | UNRESTRICTED | $1,000 | |
| LIV FREE | ||||||
| PO BOX 2512 | SHELTON | CT | 06484 | UNRESTRICTED | $500 | |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | UNRESTRICTED | $5,000 | |
| MENTOR | ||||||
| 16 EAST 40TH STREET | NEW YORK | NY | 10016 | UNRESTRICTED | $10,000 | |
| PUPPIES BEHIND BARS | ||||||
| 263 WEST 38TH STREET | NEW YORK | NY | 10018 | UNRESTRICTED | $1,000 | |
| NY STEM CELLL FOUNDATION | ||||||
| 619 WEST 54TH STREET | NEW YORK | NY | 10017 | UNRESTRICTED | $10,000 | |
| HOLY FAMILY & ST EMERY CHURCH | ||||||
| 700 OLD STRATFIELD ROAD | FAIRFIELD | CT | 06825 | UNRESTRICTED | $500 | |
| NEW HAVEN LEGAL ASSISTANCE ASSOC | ||||||
| 205 ORANGE STREET | NEWQ HAVEN | CT | 06510 | UNRESTRICTED | $2,500 | |
| HELP OUR MILITARY HEROES INC | ||||||
| 15 PHEASANT LANE | EASTON | CT | 06512 | UNRESTRICTED | $2,500 | |
| ALL PATHS FAMILY BUILDING | ||||||
| 300 BAKER AVENUE | CONCORD | MA | 01742 | UNRESTRICTED | $2,500 | |
| SWIM ACROSS THE SOUND | ||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | UNRESTRICTED | $2,500 | |
| ROWAYTON ELEMANTARY PTO | ||||||
| 1 ROTON AVENUE | NORWALK | CT | 06853 | UNRESTRICTED | $4,500 | |
| NATIONAL SOCIETY OF DAR | ||||||
| 176 SASAPEQUAN ROAD | FAIRFIELD | CT | 06824 | UNRESTRICTED | $2,000 | |
| THE SOUTHPORT SCHOOL | ||||||
| 214 MAIN STREET | SOUTHPORT | CT | 06890 | UNRESTRICTED | $5,000 | |
| CEREBRAL PALSY OF WESTCHESTER | ||||||
| 1186 KING STREET | RYE BROOK | NY | 10573 | UNRESTRICTED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,015,050 | 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 | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $722,005 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $272,036 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $355,172 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,349,223 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,349,223 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $11,126,587 | EOYBookValueAmt |
| EOYFMV | $11,270,574 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $361 | EOYBookValueAmt |
| EOYFMV | $361 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | AT COST | $5,943,189 | $5,943,189 |
| OTHER INVESTMENTS | AT COST | $2,303,185 | $2,544,144 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $1,952 | BOYBookValueAmt |
| EOY Book Value | $18,301 | EOYBookValueAmt |
| EOYFMV | $18,301 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $9,375 | $9,375 | $0 |
| STATE FILING FEES | $130 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME | Desc |
| Revenue And Expenses Per Books | $272,036 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $272,036 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $272,036 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $306,984 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE | Desc |
| BOY Book Value | $2,153 | BOYBookValueAmt |
| EOY Book Value | $3,729 | EOYBookValueAmt |