STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

L SUZIO FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
L SUZIO FAMILY FOUNDATION (EIN 55-0830781)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-02
IRS object ID
201431229349100008
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-02T11:29:39-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN272562250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAILEY MURPHY & SCARANO LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11224 MAIN STREETAddressLine1
CityBRANFORDCity
StateCTState
ZIP Code06405ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN550830781EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1L SUZIO FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLSUZBusinessNameControlTxt
Phone2032378421PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1975 WESTFIELD ROADAddressLine1
CityMERIDENCity
StateCTState
ZIP Code06450ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEONARDO H SUZIOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2032358421PhoneNum
Signature2014-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID Y BAILEY CPAPreparerPersonNm
PTINP00004707PTIN
Phone2034811120PhoneNum
Preparation2014-04-28PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$124,219FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$67,450ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$67,450TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$45,328OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,378TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,875ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,875ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,253TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,197ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$115,022CashBOYAmt
Cash EOY$124,219CashEOYAmt
Cash EOYFMV$124,219CashEOYFMVAmt
Total Assets BOY$115,022TotalAssetsBOYAmt
Total Assets EOY$124,219TotalAssetsEOYAmt
Total Assets EOYFMV$124,219TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$115,022RetainedEarningBOYAmt
Retained Earning EOY$124,219RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$115,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$124,219TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$115,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$124,219TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$115,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,197ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$124,219SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$124,219TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$115,430NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.103959DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$106,158NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.113039DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,900AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$94,844NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.114926DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$82,172NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.104659DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,475AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$79,720NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.093766DistributionYr5Rt
Total Distribution0.530349TotalDistributionRt
Average Distribution0.106070AverageDistributionRt
Net Vl Noncharitable Assets$128,578NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,638AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,638AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,875QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LSUZIOFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksLEONARDO SUZIOIndividualWithBooksNm
Phone2032378421PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1975 WESTFIELD ROADAddressLine1
CityMERIDENCity
StateCTState
ZIP Code06450ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LORENZO F SUZIO
1224 NORTH COLONY ROADMERIDENCT06451TRUSTEE0.00$0$0$0
ESTATE OF HENRIETTA R SUZIO
187 BROWNSTONE RIDGEMERIDENCT06451TRUSTEE0.00$0$0$0
LEONARDO H SUZIO
192 FRONT STREETNEW HAVENCT06513TRUSTEE0.00$0$0$0
HENRY E SUZIO
1 BROWNSTONE RIDGEMERIDENCT06451TRUSTEE0.00$0$0$0
CHERYL A SUZIO
176 PADDOCK AVENUEMERIDENCT06450TRUSTEE0.00$0$0$0
SCOTT P SUZIO
192 FINCH AVENUEMERIDENCT06451TRUSTEE0.00$0$0$0
LINDA S MUNSON
196 BROWNSTONE RIDGEMERIDENCT06451TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$130,536AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$130,536TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$130,536AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,958CashDeemedCharitableAmt
Net Vl Noncharitable Assets$128,578NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,429MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,429MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$6,429DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,429DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,429DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,875ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,875QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$12,875AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,429DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,489ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,491ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,158ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,692ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,228ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,058TotalExcessDistributionCyovAmt
Qualifying Distributions$12,875QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,429AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,446RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$33,504TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,489ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,015ExcessDistriCyovToNextYrAmt
Excess From Year4$4,491ExcessFromYear4Amt
Excess From Year3$6,158ExcessFromYear3Amt
Excess From Year2$6,692ExcessFromYear2Amt
Excess From Year1$6,228ExcessFromYear1Amt
Excess From Current Year$6,446ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BENTLEY UNIVERSITY
175 FOREST STREETWALTHAMMA02452NONESCHOLARSHIP TO PROVIDE EDUCATIONAL OPPORTUNITIES$2,000
GIANNA SABINO
95 PAYNE DRIVECHESHIRECT06410NONESCHOLARSHIP TO PROVIDE EDUCATIONAL OPPORTUNITIES$2,000
ST PAUL'S CATHOLIC HIGH SCHOOL
1001 STAFFORD AVENUEBRISTOLCT06010NONESCHOLARSHIP TO PROVIDE EDUCATIONAL OPPORTUNITIES$6,000
ST PAUL'S CATHOLIC HIGH SCHOOL
1001 STAFFORD AVENUEBRISTOLCT06010NONETO CONTINUE SERVICES & PROGRAMS$650
WORCHESTER POLYTECHNIC INSTITUTE
100 INSTITUTE RDWORCHESTERMA01609NONESCHOLARSHIP TO PROVIDE EDUCATIONAL OPPORTUNITIES$2,000
ST JOSEPH SCHOOL
335 CENTER STREETBRISTOLCT06010NONETO CONTINUE SERVICES AND PROGRAMS$200
OUR LADY OF MOUNT CARMEL SCHOOL
115 LEWIS AVENUEMERIDENCT06451NONETO CONTINUE SERVICES AND PROGRAMS$25
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,875TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GOLF TOURNAMENT EXPENSES$45,208$0$0
WEBSITE FEE$120$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCONNECTICUT FILING FEECategoryTxt
Amt$50Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt