SHILBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHILBERG FAMILY FOUNDATION INC (EIN 06-1482014)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-23
- IRS object ID
- 201441439349100304
- Schema version
- 2013v3.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-23T08:02:11-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULCO DITOMMASO MCMAHON & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 WILLARD AVE | AddressLine1 |
| City | NEWINGTON | City |
| State | CT | State |
| ZIP Code | 06111 | 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 | 061482014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shilberg Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIL | BusinessNameControlTxt |
| Phone | 8605295253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 757 | AddressLine1 |
| City | Bristol | City |
| State | CT | State |
| ZIP Code | 060110757 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SHILBERG-ARONOWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8605295253 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J MCMAHON | PreparerPersonNm |
| Phone | 8606670105 | 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 | $1,157,858 | 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 | $27,554 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,554 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,554 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $9,512 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,512 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $525 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,144 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,144 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,861 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $877,544 | CorporateStockBOYAmt |
| Corporate Stock EOY | $778,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $959,512 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $220,699 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $164,764 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $148,485 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,153,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $992,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,157,858 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $184 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $184 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,153,115 | UnrestrictedBOYAmt |
| Unrestricted EOY | $992,487 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,153,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $992,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,153,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $992,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,153,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,627 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,096,488 | SubtotalAmt |
| Other Decreases | $104,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $992,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 35sh Centerline Holding Co | P | 2007-05-31 | 2013-11-15 | $1,396 | $0 | $99,462 | -$98,066 | $0 | $0 | $0 | -$98,066 |
| 8000sh Selective Insurance Group 7.5% | P | 2006-11-27 | 2013-03-08 | $200,000 | $0 | $205,935 | -$5,935 | $0 | $0 | $0 | -$5,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$104,001 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,896 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $893,169 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040189 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $799,253 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,746 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $745,516 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,722 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $671,997 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039765 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,615 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $990,756 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047050 | DistributionYr5Rt |
| Total Distribution | 0.165563 | TotalDistributionRt |
| Average Distribution | 0.033113 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,056,825 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,995 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,129 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,000 | 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 | $134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $134 | SubtotalAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $134 | AppliedToEsTaxAmt |
| Total Payments And Credits | $134 | TotalPaymentsAndCreditsAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA SHILBERG-ARONOWITZ | IndividualWithBooksNm |
| Phone | 8605295253 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 Rosewood Drive | AddressLine1 |
| City | Rocky Hill | City |
| State | CT | State |
| ZIP Code | 06067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PEARL SHILBERG | ||||||||
| 4006 Exeter A CV West | Boca Raton | FL | 33434 | President | 1.00 | $0 | $0 | $0 |
| LINDA SHILBERG-ARONOWITZ | ||||||||
| 34 Rosewood Drive | Rocky Hill | CT | 06067 | VP/Secy/Treas | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,020,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,072,919 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,072,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,056,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $52,707 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,707 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,707 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $134 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $69,866 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,454 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $47,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $36,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $70,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $209,100 | TotalCorpusAmt |
| Taxable2 | $44,454 | Taxable2Amt |
| Undistributed Income CY | $52,707 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $47,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $162,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,000 | ExcessFromYear4Amt |
| Excess From Year3 | $29,000 | ExcessFromYear3Amt |
| Excess From Year1 | $36,100 | ExcessFromYear1Amt |
| Excess From Current Year | $70,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Hartford Jewish Federation | ||||||
| 333 Bloomfield Ave | Hartford | CT | 06117 | Public Charity | Donation | $24,000 |
| Solomon Schecter Day School | ||||||
| 26 Buena Vista Rd West | Hartford | CT | 06107 | Public Charity | Donation | $2,000 |
| Tufts Univ Hillel Foundation | ||||||
| 220 Packard Ave | Medford | MA | 02155 | Public Charity | Donation | $2,000 |
| UConn Hillel Foundation | ||||||
| 54 N Eagleville Road | Storrs | CT | 06268 | Public Charity | Donation | $2,000 |
| Kol Ami Synagogue | ||||||
| 1484 Highland Ave | Cheshire | CT | 06410 | Public Charity | Donation | $5,000 |
| Congregation B'Nai Shalon | ||||||
| 26 Buena Vista Rd West | Hartford | CT | 06107 | Public Charity | Donation | $5,000 |
| Memorial Sloan Kettering Cancer Center | ||||||
| 1275 York Ave | New York | NY | 10065 | Public Charity | Donation | $25,000 |
| Bristol Hospital Development Fund | ||||||
| 41 Brewster Road | Bristol | CT | 06010 | Public Charity | Donation | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,554 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,554 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,554 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 04 | LineNumberTxt |
| Relationship Statement | Income used to fund charitable contributions | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fulco, DiTommaso, McMahon & Co PC Accounting & Tax Prep | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $525 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Metlife 6.5% | $14,764 | $16,185 |
| Pitney Bowes Inc 6.7% | $50,000 | $48,940 |
| Prudential Financial 5.7% | $100,000 | $83,360 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Aetna Inc | $51,375 | $411,540 |
| AOL Inc | $2,797 | |
| Bank of America | $90,325 | $50,945 |
| Citigroup Inc | $249,776 | $31,266 |
| JPMorgan Chase & Co | $106,575 | $128,656 |
| Marathon Oil Corp | $42,000 | $105,900 |
| Marathon Petroleum Corp | $137,595 | |
| Time Warner Cable | $22,629 | |
| Time Warner Inc | $182,691 | $46,434 |
| Wells Fargo Advantage Global Dividend Fund | $55,304 | $21,750 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Shipman & Goodwin Legal | CategoryTxt |
| Legal Fees | $9,512 | LegalFeesAmt |
| Net Investment Income | $9,512 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital losses | Description |
| Amount | $104,001 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Pearl Shilberg | Desc |
| BOY Book Value | $50 | BOYBookValueAmt |
| EOY Book Value | $184 | EOYBookValueAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Pearl Shilberg | Desc |
| BOY Book Value | $50 | BOYBookValueAmt |
| EOY Book Value | $184 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Taxes | $3,180 | $3,180 |
| Penalties & Interest | $830 | $830 |
| Filing Fees | $134 | $134 |