A LENDING HAND FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- A LENDING HAND FOUNDATION INC (EIN 02-0654963)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-17
- IRS object ID
- 201331689349100003
- Schema version
- 2012v2.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-17T07:49:25-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131610809 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 CENTRAL AVENUE | AddressLine1 |
| City | LINWOOD | City |
| State | NJ | State |
| ZIP Code | 08221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020654963 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAUNCEY SHEY AND CINDY QIU FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAU | NameControl |
| Phone | 2038947823 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 ALDINGHAM CIRCLE | AddressLine1 |
| City | E BRUNSWICK | City |
| State | NJ | State |
| ZIP Code | 088165235 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CINDY QIU | Name |
| Title | PRESIDENT | Title |
| Phone | 2038947823 | Phone |
| Date Signed | 2013-06-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBRA E PARKER | Name |
| PTIN | P00329352 | PTIN |
| Phone | 6099272222 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 467542 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 17911 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17911 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 420 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 259835 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 420 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 18331 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18331 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1150 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1150 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8285 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5574 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 912 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 175 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 30 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 30 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10377 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6929 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 26000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 26000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 36377 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6929 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 26000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -18046 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11402 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 27263 | CashBOY |
| Cash EOY | 29783 | CashEOY |
| Cash EOYFMV | 29783 | CashEOYFMV |
| Investments Govt Oblig BOY | 18849 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 21996 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 24889 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 250780 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 238259 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 278588 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 58440 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 51172 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 78483 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 53047 | InvestmentsOtherBOY |
| Investments Other EOY | 49123 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 55799 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 408379 | TotalAssetsBOY |
| Total Assets EOY | 390333 | TotalAssetsEOY |
| Total Assets EOYFMV | 467542 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 408379 | CapitalStockBOY |
| Capital Stock EOY | 390333 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 408379 | TotalNetAssetsBOY |
| Total Net Assets EOY | 390333 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 408379 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 390333 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 408379 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -18046 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 390333 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 390333 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 07001 | P | 2012-05-01 | 2012-12-31 | 106466 | 113464 | -6998 | -6998 |
| MERRILL LYNCH 07001 | P | 2012-05-01 | 2012-12-31 | 5 | 5 | 0 | 0 |
| MERRILL LYNCH 07001 | P | 2011-03-01 | 2012-12-31 | 39245 | 45306 | -6061 | -6061 |
| MERRILL LYNCH 07001 | P | 2011-03-01 | 2012-12-31 | 110637 | 97817 | 12820 | 12820 |
| MERRILL LYNCH 07001 | P | 2008-12-19 | 2012-05-16 | 1045 | 963 | 82 | 82 |
| MERRILL LYNCH 07001 | P | 2011-03-18 | 2012-04-10 | 1168 | 1416 | -248 | -248 |
| MERRILL LYNCH 07001 | P | 2012-02-29 | 2012-04-10 | 111 | 117 | -6 | -6 |
| MERRILL LYNCH 07001 | P | 2012-05-25 | 2012-05-25 | 2 | 2 | 0 | 0 |
| MERRILL LYNCH 07001 | P | 2012-01-26 | 2012-02-08 | 325 | 318 | 7 | 7 |
| MERRILL LYNCH 07001 | P | 2012-02-03 | 2012-02-03 | 7 | 7 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 824 | 824 | 824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 420 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 483180 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051741 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 25000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 412114 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060663 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 24030 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 305552 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.078645 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 15500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 278598 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055636 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28251 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 233971 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.120746 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.367431 | TotalDistributionRatio |
| Average Distribution Ratio | 0.073486 | AverageDistributionRatio |
| Net Noncharitable Assets | 471630 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34658 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 114 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34772 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 26000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 228 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 228 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 228 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 640 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 640 | TotalCreditsAndPayments |
| Overpayment | 412 | Overpayment |
| Amount Credited To Next Year | 412 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JASON HSU | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2038947823 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 ALDINGHAM CIRCLE | AddressLine1 |
| City | EAST BRUNSWICK | City |
| State | NJ | State |
| ZIP Code | 08816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHAUNCEY SHEY | ||||||||
| 19 ALDINGHAM CIRCLE | EAST BRUNSWICK | NJ | 08816 | PRESIDENT, TREASURER | 0.00 | 0 | 0 | 0 |
| CINDY QIU | ||||||||
| 19 ALDINGHAM CIRCLE | EAST BRUNSWICK | NJ | 08816 | VICE PRES., SECRETARY | 0.00 | 0 | 0 | 0 |
| JASON HSU | ||||||||
| C/O SHEY 19 ALDINGHAM CIRCLE | EAST BRUNSWICK | NJ | 08816 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 448772 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 30040 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 478812 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 478812 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7182 | CashDeemedCharitable |
| Net Noncharitable Assets | 471630 | NetNoncharitableAssets |
| Minimum Investment Return | 23582 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23582 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 228 | TaxBasedOnInvestmentIncome |
| Total Tax | 228 | TotalTax |
| Distributable Amount Before Adj | 23354 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 23354 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 23354 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 26000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 26000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 26000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 23354 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 16780 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1757 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 8789 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4913 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1445 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 33684 | TotalExcessDistriCarryover |
| Qualifying Distributions | 26000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 23354 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2646 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 36330 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 16780 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19550 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1757 | ExcessFromYear4 |
| Excess From Year3 | 8789 | ExcessFromYear3 |
| Excess From Year2 | 4913 | ExcessFromYear2 |
| Excess From Year1 | 1445 | ExcessFromYear1 |
| Excess From Current Year | 2646 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | ||||||||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | ||||||
| FRIENDS OF SHANGHAI AMERICAN SCHOOL FOUNDATION | ||||||||||||
| PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | 258 JIN FENG LU HUACAO TOWN MINHANG | DISTRICT | SHANGHAI | SHANGHAI | CH | 201107 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 26000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,911 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $420 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $18,331 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18331 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,150 | Amount |
| Net Investment Income | 1150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 51172 | EOYBookValue |
| EOYFMV | 78483 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 238259 | EOYBookValue |
| EOYFMV | 278588 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 21996 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 24889 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 49123 | BookValue |
| EOYFMV | 55799 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEE | Description |
| Revenue And Expenses Per Books | 30 | RevenueAndExpensesPerBooks |
| Net Investment Income | 30 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH CONSULT FEES | Category |
| Amount | $8,285 | Amount |
| Net Investment Income | 5574 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $175 | 175 | 0 |
| FEDERAL TAX | $737 | 0 | 0 |