JANE AND WILLIAM CURRAN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JANE AND WILLIAM CURRAN FOUNDATION INC (EIN 22-2668435)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-16
- IRS object ID
- 201421679349100002
- Schema version
- 2013v3.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-16T08:27:16-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060674931 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAILEY MOORE GLAZER SCHAEFER PROTO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 LUNAR DRIVE | AddressLine1 |
| City | WOODBRIDGE | City |
| State | CT | State |
| ZIP Code | 065259941 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222668435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CURRAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CURR | BusinessNameControlTxt |
| Phone | 2037727040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 TEMPLE STREET | AddressLine1 |
| City | NEW HAVEN | City |
| State | CT | State |
| ZIP Code | 06511 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM CURREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2037720740 | PhoneNum |
| Signature | 2014-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J MOONEY CPA | PreparerPersonNm |
| PTIN | P00167755 | PTIN |
| Phone | 2033977700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,533,220 | 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 | $103,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $167,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,466,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $167,232 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $271,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,053 | 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 | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $605 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $605 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $241,659 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $365,333 | CashBOYAmt |
| Cash EOY | $457,984 | CashEOYAmt |
| Cash EOYFMV | $457,984 | CashEOYFMVAmt |
| US Government Obligations BOY | $41,224 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $117,361 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $114,711 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,277,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,358,767 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,420,387 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,070,757 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $839,509 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,540,138 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,754,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,773,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,533,220 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $437 | CapitalStockBOYAmt |
| Capital Stock EOY | $437 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,754,330 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,773,184 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,754,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,773,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,754,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,773,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,754,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,777,726 | SubtotalAmt |
| Other Decreases | $4,105 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,773,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MOOGS INC | P | 2012-01-06 | 2013-01-15 | $25,000 | $25,222 | -$222 | -$222 |
| TEVA PHARMACTCL INDS | P | 2005-09-28 | 2013-01-15 | $76,706 | $66,784 | $9,922 | $9,922 |
| COLONIAL REALTY 6.15% | P | 2009-10-05 | 2013-04-15 | $35,000 | $34,468 | $532 | $532 |
| SCHOLASTIC CORP 5.00% | P | 2012-01-06 | 2013-04-15 | $30,000 | $30,000 | $0 | $0 |
| SCHOLASTIC CORP 5.00% | P | 2012-02-21 | 2013-04-15 | $20,000 | $20,000 | $0 | $0 |
| ABBVIE INC SHS | P | 1999-10-19 | 2013-05-03 | $22,996 | $9,315 | $13,681 | $13,681 |
| ABBVIE INC SHS | P | 1999-10-19 | 2013-05-03 | $18,396 | $7,452 | $10,944 | $10,944 |
| ABBVIE INC SHS | P | 1999-10-19 | 2013-05-03 | $4,599 | $1,863 | $2,736 | $2,736 |
| ROYAL CARIBEAN C 7.00% 13 | P | 2012-02-21 | 2013-06-17 | $15,000 | $15,000 | $0 | $0 |
| ROYAL CARIBEAN C 7.00% 13 | P | 2012-03-05 | 2013-06-17 | $60,000 | $60,000 | $0 | $0 |
| HOSPITALITY PROPERTIES | P | 2012-03-09 | 2013-07-01 | $27,300 | $27,335 | -$35 | -$35 |
| BIO-RAD LABS 8.00% 16 | P | 2012-02-29 | 2013-09-30 | $52,000 | $54,390 | -$2,390 | -$2,390 |
| CRANE CO 5.50% SEP1513 | P | 2012-02-21 | 2013-09-16 | $20,000 | $20,000 | $0 | $0 |
| FORD MTR CREDIT 7.00% 13 | P | 2012-01-17 | 2013-10-01 | $50,000 | $50,000 | $0 | $0 |
| FACEBOOK INC | P | 2012-09-04 | 2013-10-08 | $50,825 | $17,733 | $33,092 | $33,092 |
| RESMED INC | P | 2004-03-26 | 2013-10-24 | $56,730 | $11,266 | $45,464 | $45,464 |
| HANESBRANDS INC | P | 2012-01-06 | 2013-12-16 | $9,360 | $9,551 | -$191 | -$191 |
| HANESBRANDS INC | P | 2012-02-21 | 2013-12-16 | $26,000 | $26,734 | -$734 | -$734 |
| MOOGS INC | P | 2012-02-21 | 2013-01-15 | $25,000 | $25,228 | -$228 | -$228 |
| PROSHARES SHORT S&P500 | P | 2013-09-20 | 2013-04-01 | $18,493 | $20,281 | -$1,788 | -$1,788 |
| PROSHARES SHORT S&P500 | P | 2013-09-20 | 2013-04-11 | $18,068 | $20,281 | -$2,213 | -$2,213 |
| PROSHARES SHORT S&P500 | P | 2013-09-20 | 2013-04-24 | $18,141 | $20,281 | -$2,140 | -$2,140 |
| PROSHARES SHORT S&P500 | P | 2013-09-20 | 2013-05-09 | $17,532 | $20,281 | -$2,749 | -$2,749 |
| MICROS SYSTEMS INC | P | 2012-10-05 | 2013-05-23 | $43,199 | $46,857 | -$3,658 | -$3,658 |
| BALL CORP 7.12%SEP16 | P | 2012-08-23 | 2013-06-07 | $52,286 | $53,801 | -$1,515 | -$1,515 |
| PROSHARES SHORT S&P500 | P | 2012-09-20 | 2013-05-29 | $17,277 | $20,281 | -$3,004 | -$3,004 |
| HOSPITALITY PROPERTIES | P | 2012-09-12 | 2013-07-01 | $20,000 | $20,176 | -$176 | -$176 |
| MOOG INC | P | 2013-04-24 | 2013-12-19 | $51,813 | $51,962 | -$149 | -$149 |
| OLIN CORP | P | 2013-11-26 | 2013-11-25 | $77,403 | $77,391 | $12 | $12 |
| CHINA MINZHONG FOOD CORP | P | 2012-01-31 | 2013-08-30 | $22,051 | $17,849 | $4,202 | $4,202 |
| GNM P215167X | P | 1987-09-16 | 2013-12-16 | $95 | $95 | $0 | $0 |
| MOOGS INC | P | 2010-02-28 | 2013-01-15 | $40,000 | $38,900 | $1,100 | $1,100 |
| VISA INC CL A | P | 2010-05-18 | 2013-01-28 | $79,319 | $34,368 | $44,951 | $44,951 |
| ITRON INC | P | 2010-08-18 | 2013-02-13 | $47,482 | $59,972 | -$12,490 | -$12,490 |
| KINDER MORGAN MANAGEMENT LLC | P | 2004-03-26 | 2013-02-15 | $0 | $0 | ||
| SCHOLASTIC | P | 2009-10-14 | 2013-04-15 | $40,000 | $37,226 | $2,774 | $2,774 |
| KINDER MORGAN MANAGEMENT LLC | P | 2004-03-26 | 2013-05-22 | $12 | $3 | $9 | $9 |
| KINDER MORGAN MANAGEMENT LLC | P | 2004-03-26 | 2013-08-16 | $52 | $13 | $39 | $39 |
| CHINA MINZHONG FOOD CORP LTD | P | 2010-11-09 | 2013-09-03 | $35,287 | $38,995 | -$3,708 | -$3,708 |
| FACEBOOK INC | P | 2012-09-04 | 2013-09-24 | $14,864 | $5,319 | $9,545 | $9,545 |
| FACEBOOK INC | P | 2012-09-04 | 2013-10-07 | $25,408 | $8,865 | $16,543 | $16,543 |
| HYFLUX LTD | P | 2008-10-20 | 2013-10-23 | $14,111 | $9,374 | $4,737 | $4,737 |
| HYFLUX LTD | P | 2008-10-20 | 2013-10-24 | $14,048 | $9,374 | $4,674 | $4,674 |
| HYFLUX LTD | P | 2008-10-20 | 2013-10-28 | $14,052 | $9,374 | $4,678 | $4,678 |
| KINDER MORGAN MANAGEMENT LLC | P | 2004-03-26 | 2013-11-26 | $39 | $10 | $29 | $29 |
| HANESBRANDS INC | P | 2011-03-15 | 2013-12-16 | $27,040 | $28,275 | -$1,235 | -$1,235 |
| PROSHARES SHORT S&P500 | P | 2012-09-20 | 2013-04-02 | $18,493 | $20,215 | -$1,722 | -$1,722 |
| PROSHARES SHORT S&P500 | P | 2012-09-20 | 2013-04-15 | $12,119 | $13,477 | -$1,358 | -$1,358 |
| PROSHARES SHORT S&P500 | P | 2012-09-20 | 2013-04-29 | $12,124 | $13,477 | -$1,353 | -$1,353 |
| PROSHARES SHORT S&P500 | P | 2012-09-20 | 2013-05-13 | $11,739 | $13,477 | -$1,738 | -$1,738 |
| PROSHARES SHORT S&P500 | P | 2012-09-20 | 2013-05-28 | $5,714 | $6,738 | -$1,024 | -$1,024 |
| MICRO SYSTEMS | P | 2012-10-02 | 2013-05-28 | $12,953 | $14,415 | -$1,462 | -$1,462 |
| ROYAL CARRIBBEAN 7.00% 6/15/13 | P | 2013-04-23 | 2013-06-17 | $50,000 | $50,350 | -$350 | -$350 |
| FACEBOOK INC | P | 2013-06-04 | 2013-09-24 | $9,909 | $4,709 | $5,200 | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $167,232 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $221,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,642,170 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047607 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $185,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,714,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050065 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $149,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,447,958 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043301 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $157,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,930,488 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053797 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $203,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,724,401 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054640 | DistributionYr5Rt |
| Total Distribution | 0.249410 | TotalDistributionRt |
| Average Distribution | 0.049882 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,078,328 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $253,317 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,417 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $255,734 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $218,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,833 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,833 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,243 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,043 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,210 | OverpaymentAmt |
| Applied To ES Tax | $1,210 | 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 | WILLIAM E CURRAN | IndividualWithBooksNm |
| Phone | 2037720740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 CHURCH ST 10 FLOOR | AddressLine1 |
| City | NEW HAVEN | City |
| State | CT | State |
| ZIP Code | 06510 | ZIPCode |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E CURRAN | ||||||||
| 401 TEMPLE STREET | NEW HAVEN | CT | 06511 | VP/TREASURER | 0.00 | $0 | $0 | $0 |
| JOHN W BARNETT | ||||||||
| ONE CENTURY TOWER | NEW HAVEN | CT | 06511 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MARGARET C ANDREASSI | ||||||||
| 52 POND ST | MILFORD | CT | 06460 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JANE C SOSNAUD | ||||||||
| 4301 CEASAR CHAVEZ ST | SAN FRANCISCO | CA | 94131 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES S ZOLDY JR | ||||||||
| 234 CHURCH ST STE 100 | NEW HAVEN | CT | 06510 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANET S MALEY | ||||||||
| 29 WEPAWAUG RD | WOODBRIDGE | CT | 06525 | DIRECTOR | 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 | $4,697,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $458,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,155,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,155,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,078,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $253,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $253,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,833 | TotalTaxAmt |
| Distributable Before Adj | $249,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $249,083 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $249,083 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $218,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $218,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,053 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,142 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,289 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $31,484 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $218,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,383 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,383 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,101 | 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 | $1,101 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,101 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM E CURRAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A HOME WITHIN | |||||
| 2255 VAN NESS AVE STE 101 | SAN FRANCISCO | CA | 94102 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $3,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||
| 5 JOY STREET | BOSTON | MA | 02108 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| ARTS COUNCIL OF GREATER NEW HAVEN | |||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| ASHBROOK CENTER | |||||
| 401 COLLEGE AVE | ASHLAND | OH | 44805 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| CARE AND SHARE OF E LYME - MEMORIAL P ZOLDY | |||||
| PO BOX 114 | EAST LYME | CT | 06333 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| CHELSEA JEWISH FOUNDATION FOR ALS | |||||
| 165 CAPTAINS ROW | CHELSEA | MA | 02150 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| CHILDREN CENTER OF HAMDEN | |||||
| WHITNEY AVENUE | HAMDEN | CT | 06517 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| CHRISTIAN COMMUNITY ACTION | |||||
| 168 DAVENPORT AVENUE | NEW HAVEN | CT | 06519 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| COLUMBUS HOUSE INC-ANNUAL FUND | |||||
| 586 ELLA GRASSO BLVD | NEW HAVEN | CT | 06519 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| COMMUNITY SOUP KITCHEN | |||||
| 84 BROADWAY BOX 205800 | NEW HAVEN | CT | 06520 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| CONNECTICUT FARMLAND TRUST | |||||
| 77 BUCKINGHAM STREET | HARTFORD | CT | 06106 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,000 |
| CONNECTICUT FOOD BANK | |||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| DOWNTOWN EVENING SOUP KITCHEN | |||||
| PO BOX 1478 | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| EDGERTON PARK RESTORATION FUND | |||||
| PO BOX 6163 | HAMDEN | CT | 06517 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| EDITH B JACKSON CHILD CARE PROGRAM | |||||
| 405 CANNER ST 1 | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| FAIR HAVEN COMMUNITY HEALTH CARE CENTER | |||||
| 374 GRAND AVENUE | NEW HAVEN | CT | 06513 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| FELLOWSHIP PLACE | |||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| FIRST CHURCH-WOODBRIDGE (PLEDGE) | |||||
| 5 MEETINGHOUSE LANE | WOODBRIDGE | CT | 06525 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 |
| FISHER HOUSE FOUNDATION | |||||
| 111 ROCKVILLE PIKE 420 | ROCKVILLE | MD | 20850 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| FRIENDS CENTER FOR CHILDREN | |||||
| 225 E GRAND AVENUE | NEW HAVEN | CT | 06513 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| FRIENDS OF NEW HAVEN ANIMAL SHELTER | |||||
| POBOX 9056BREWERY STREET | NEW HAVEN | CT | 06532 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| GATEWAY COMMUNITY COLLEGE FOUNDATION (SCHOLARSHIPS) | |||||
| 60 SARGENT DR | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $50,000 |
| GATEWAY COMMUNITY COLLEGE | |||||
| 60 SARGENT DR | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 |
| GOODSPEED OPERA HOUSE | |||||
| PO BOX A | EAST HADDAM | CT | 06423 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| GREATER NEW HAVEN COMMUNITY LOAN FUND | |||||
| 171 ORANGE ST | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| GREATER NORWICH FOUNDATION | |||||
| 52 SOUTH BROAD ST | NORWICH | NY | 13815 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,000 |
| HABITAT FOR HUMANITY-ANNUAL FUND | |||||
| 37 UNION ST | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,000 |
| INTERNATIONAL FESTIVAL OF ARTS & IDEAS | |||||
| 195 CHURCH ST 12TH FLOOR | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| LEAP | |||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| LEGACY THEATER - STONY BROOK | |||||
| 800 VILLAGE WALK STE 115 | GUILFORD | CT | 06437 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 1311 MAMARONECK AV 103 | WHITE PLAINS | NY | 06513 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| LONG WHARF THEATRE | |||||
| 222 SARGENT DRIVE | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,700 |
| LYRIC STAGE OF BOSTON | |||||
| 140 CLARENDON STREET | BOSTON | MA | 02116 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| MAINE COAST HERITAGE TRUST | |||||
| ONE BOWDIN MILL ISLAND 201 | TOPSHAM | ME | 04086 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| MARY WADE HOUSE | |||||
| 118 CLINTON AVENUE | NEW HAVEN | CT | 06513 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| MASSARO FARM | |||||
| 41 FORD ROAD | WOODBRIDGE | CT | 06525 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| MUSIC HAVEN | |||||
| PO BOX 207332 | NEW HAVEN | CT | 06520 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| NATIONAL MULTIPLE SCLEROSIS | |||||
| 659 TOWER AVE 1ST FLOOR | HARTFORD | CT | 06112 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| NEIGHBORHOOD MUSIC SCHOOL | |||||
| 100 AUDUBON STREET | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| NEW HAVEN CHORALE | |||||
| PO BOX 1897 | NEW HAVEN | CT | 06508 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| NEW HAVEN ECOLOGY PROJECT (COMMON GROUND) | |||||
| 358 SPRINGSIDE AVENUE | NEW HAVEN | CT | 06515 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $5,000 |
| NEW HAVEN FREE PUBLIC LIBRARY-PATRONS OF | |||||
| 133 ELM STREET | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| NEW HAVEN HOME RECOVERY | |||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| NEW HAVEN KIWANIS CLUB - CAMP CEDARCREST | |||||
| C/O 189 LONDON DRIVE | HAMDEN | CT | 06517 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| NEW HAVEN LAND TRUST | |||||
| 315 PECK STREET D1 | NEW HAVEN | CT | 06513 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| NEW HAVEN MUSEUM & HISTORICAL SOCIETY | |||||
| 114 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| NEW HAVEN PRESERVATION TRUST | |||||
| 349 STATE STREET | NEW HAVEN | CT | 06507 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| NEW HAVEN SCHOLARSHIP FUND | |||||
| PO BOX 8936 | NEW HAVEN | CT | 06532 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $3,000 |
| NEW HAVEN SYMPHONY ORCHESTRA (3 OF 4) | |||||
| PO BOX 9718 | NEW HAVEN | CT | 06536 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $25,000 |
| ORCHESTRA NEW ENGLAND | |||||
| PO BOX 0123 YALE STATION | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,500 |
| PROJECT ACCESS | |||||
| PO BOX 9293 | NEW HAVEN | CT | 06533 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,000 |
| RESOURCES FIRST FOUNDATION | |||||
| 189 MAIN ST | YARMOUTH | ME | 04096 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,000 |
| SMILE TRAIN (MEMORIAL FOR P ZOLDY) | |||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| ST THOMAS'S DAY SCHOOL | |||||
| 830 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 |
| SUNY-MARITIME COLLEGE | |||||
| 6 PENNYFIELD AVE | THROGGS NECK | NY | 10465 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| THE NATURE CONSERVANCY-MAINE | |||||
| 14 MAIN ST 401 | BRUNSWICK | ME | 04011 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $2,000 |
| UNITED CHURCH ON THE GREEN | |||||
| 323 TEMPLE STREET | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 |
| UNITED WAY OF GREATER NEW HAVEN | |||||
| 370 JAMES 403 | NEW HAVEN | CT | 06513 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 |
| URBAN RESOURCE INITIATIVE | |||||
| 205 PROSPECT ST | NEW HAVEN | CT | 06511 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| WEBB-DEANE STEVENS MUSEUM | |||||
| 211 MAIN STREET | WEATHERSFIELD | CT | 06109 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $10,000 |
| WMNR-FINE ARTS RADIO | |||||
| 1014 MONROE TURNPIKE | MONROE | CT | 06466 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| YALE CLUB OF NEW HAVEN-SCHOLARSHIPS | |||||
| PO BOX 775 | NEW HAVEN | CT | 06503 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| YALE NEW HAVEN HOSPITAL (#4 OF 4 GIFTS) | |||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $25,000 |
| YALE UNIVERSITY - ALUMI FUND | |||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $1,000 |
| YOUTH CONTRIBUTIONS | |||||
| 746 CHAPEL STREET | NEW HAVEN | CT | 06510 | UNRESTRICTED CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $167,232 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $271,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,053 | 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 | $1,400 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $839,509 | EOYBookValueAmt |
| EOYFMV | $1,540,138 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,358,767 | EOYBookValueAmt |
| EOYFMV | $3,420,387 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $117,361 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $114,711 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| 2012 FEDERAL TAX | $1,305 |
| 2013 ESTIMATED TAX | $2,800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT FESS, MISC. | Desc |
| Revenue And Expenses Per Books | $7,800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $19,589 | Amt |
| Net Investment Income | $19,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $605 | Amt |
| Net Investment Income | $605 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |