CASABELLA FAM TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CASABELLA FAM TR (EIN 01-6207698)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-08-15
- IRS object ID
- 201222289349100967
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T14:43:40-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COURTNEY FINK & FORBES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 COTTAGE GROVE RD | AddressLine1 |
| City | BLOOMFIELD | City |
| State | CT | State |
| ZIP Code | 06002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016207698 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASABELLA FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O JOHN M PIANE TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CASA | NameControl |
| Phone | 9419188761 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1610 TREEHOUSE CIR NO 129 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 342316724 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN M PIANE | Name |
| Title | TRUSTEE | Title |
| Phone | 9419188761 | Phone |
| Date Signed | 2012-07-25 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES F COURTNEY | Name |
| Phone | 8602429400 | Phone |
| Date Prepared | 2012-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 401014 | 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 | 16242 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16242 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16668 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 255845 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16668 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 32910 | TotalRevenueAndExpenses |
| Total Net Investment Income | 32910 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1100 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1100 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 3500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1896 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1896 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 281 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 400 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 400 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7177 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1896 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 12000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 12000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19177 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1896 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 13733 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31014 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 30876 | CashBOY |
| Cash EOY | 29613 | CashEOY |
| Cash EOYFMV | 29613 | CashEOYFMV |
| Investments Govt Oblig BOY | 88949 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 103098 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 103382 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 100955 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 100955 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 149400 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 117844 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 118691 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 118619 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 338624 | TotalAssetsBOY |
| Total Assets EOY | 352357 | TotalAssetsEOY |
| Total Assets EOYFMV | 401014 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 338624 | RetainedEarningsBOY |
| Retained Earnings EOY | 352357 | RetainedEarningsEOY |
| Total Net Assets BOY | 338624 | TotalNetAssetsBOY |
| Total Net Assets EOY | 352357 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 338624 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 352357 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 338624 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 13733 | ExcessOfRevenueOverExpenses |
| Subtotal | 352357 | Subtotal |
| Total Net Assets Fund Balances EOY | 352357 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 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 |
|---|---|---|---|---|---|---|---|
| ABBOTT LABS | P | 2008-06-18 | 2012-05-21 | 5899 | 5154 | 745 | 745 |
| PFIZER INC | P | 2009-06-22 | 2012-05-21 | 6267 | 5369 | 898 | 898 |
| ABBOTT LABS | P | 2008-07-10 | 2012-05-21 | 5899 | 5214 | 685 | 685 |
| UTD PARCEL | P | 2010-12-10 | 2012-05-21 | 10641 | 9327 | 1314 | 1314 |
| AT & T INC | P | 2011-11-07 | 2012-05-21 | 5635 | 5493 | 142 | 142 |
| US BANCORP | P | 2011-10-06 | 2012-05-21 | 5516 | 5426 | 90 | 90 |
| BERKSHIRE | P | 2011-02-09 | 2012-05-21 | 5444 | 4873 | 571 | 571 |
| UST BOND | P | 2009-01-13 | 2012-05-21 | 28125 | 25500 | 2625 | 2625 |
| CONOCOPHILLIPS | P | 2008-06-18 | 2012-05-21 | 5179 | 4933 | 246 | 246 |
| UST NOTE | P | 2004-11-15 | 2012-05-21 | 21752 | 20880 | 872 | 872 |
| DU PONT | P | 2010-03-15 | 2012-05-21 | 5856 | 5059 | 797 | 797 |
| UST NOTE | P | 2012-01-03 | 2012-05-21 | 21882 | 21464 | 418 | 418 |
| EMERSON ELEC | P | 2009-11-12 | 2012-05-21 | 11838 | 10555 | 1283 | 1283 |
| WAL MART STORES | P | 2009-01-26 | 2012-05-21 | 12133 | 11066 | 1067 | 1067 |
| FHLMC MTN | P | 2008-06-04 | 2012-05-21 | 11051 | 10154 | 897 | 897 |
| CONOCO PHILLIPS | P | 2008-06-18 | 2011-11-07 | 5264 | 4933 | 331 | 331 |
| FNMA NOTE | P | 2006-12-13 | 2012-05-21 | 11845 | 10305 | 1540 | 1540 |
| HONEYWELL INTL | P | 2009-02-27 | 2011-10-06 | 5331 | 4996 | 335 | 335 |
| GENERAL ELEC | P | 2010-05-07 | 2012-05-21 | 11392 | 10225 | 1167 | 1167 |
| US TREAS NOTE | P | 2009-01-13 | 2012-01-03 | 20000 | 22110 | -2110 | -2110 |
| HEWLETT PACKARD | P | 2008-06-18 | 2012-05-21 | 5600 | 4948 | 652 | 652 |
| HEWLETT PACKARD | P | 2007-02-15 | 2012-05-21 | 5028 | 5323 | -295 | -295 |
| HONEYWELL INT | P | 2008-12-02 | 2012-05-21 | 5840 | 5168 | 672 | 672 |
| JP MORGAN CHASE | P | 2010-09-21 | 2012-05-21 | 10760 | 10566 | 194 | 194 |
| PEPSICO | P | 2009-05-29 | 2012-05-21 | 11668 | 10136 | 1532 | 1532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16668 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 650 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 10900 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 367003 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.029700 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11239 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 341413 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.032919 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22974 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 325872 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070500 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 22824 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 370551 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.061595 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 24284 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 362789 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066937 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261651 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052330 | AverageDistributionRatio |
| Net Noncharitable Assets | 381275 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 19952 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 310 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20262 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling Letter | 2004-06-03 | DateOfRulingLetter |
| Investment Income Excise Tax | 620 | InvestmentIncomeExciseTax |
| Subtotal | 620 | Subtotal |
| Tax Based On Investment Income | 620 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Tax Due | 624 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAMES F COURTNEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8602429400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 COTTAGE GROVE RD | AddressLine1 |
| City | BLOOMFIELD | City |
| State | CT | State |
| ZIP Code | 06002 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
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 |
|---|---|---|---|---|---|---|---|---|
| MARSHA ALIBRANDI | ||||||||
| 4093 MAIN ST PO BOX 396 | CUMMAQUID | MA | 02637 | CO-TRUSTEE | 2.00 | 1100 | 0 | 0 |
| JOHN M PIANE | ||||||||
| 1610 TREEHOUSE CIRCLE | SARASOTA | FL | 34231 | CO-TRUSTEE | 1.00 | 0 | 0 | 0 |
| JAMES F COURTNEY | ||||||||
| 719 COTTAGE GROVE RD | BLOOMFIELD | CT | 06002 | CO-TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 364071 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23010 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 387081 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 387081 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5806 | CashDeemedCharitable |
| Net Noncharitable Assets | 381275 | NetNoncharitableAssets |
| Minimum Investment Return | 19064 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19064 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 620 | TaxBasedOnInvestmentIncome |
| Total Tax | 620 | TotalTax |
| Distributable Amount Before Adj | 18444 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 18444 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 18444 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17000 | ExpensesAndContributions |
| Qualifying Distributions | 17000 | QualifyingDistributions |
| Adj Qualifying Distributions | 17000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18444 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 10698 | UndistributedIncomePriorYear |
| Qualifying Distributions | 17000 | QualifyingDistributions |
| Applied To Year1 | 10698 | AppliedToYear1 |
| Applied To Current Year | 6302 | AppliedToCurrentYear |
| Undistributed Income CY | 12142 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SUE SIMMONS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COUNSELING OFFICE | AddressLine1 |
| Address Line2 | WINDSOR HIGH SCHOOL | AddressLine2 |
| City | WINDSOR | City |
| State | CT | State |
| ZIP Code | 06095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8606872020 | RecipientPhoneNumber |
| Form And Info And Materials | THE FORM TO BE COMPLETED IS THE APPLICATION FOR LOCAL SCHOLARSHIPS AND THE GENERAL SCHOLARSHIP APPLICATION FOUND IN THE WINDSOR HIGH SCHOOL COUNSELING OFFICE. INCLUDE THE STUDENT ACTIVITY RESUME, A COPY OF THE LETTER OF ACCEPTANCE FROM THE TARGET SCHOOL,TWO RECOMMENDATION LETTERS AND A PORTFOLIO THAT DEMONSTRATES ACADEMIC,TECHNICAL,COMMUNITY AND/OR OTHER ACHIEVEMENTS. | FormAndInfoAndMaterials |
| Submission Deadlines | DEADLINE IS GENERALLY THE LAST WEEK IN APRIL | SubmissionDeadlines |
| Restrictions On Awards | EACH SCHOLARSHIP AWARD IS LIMITED TO 3,000 AND RESTRICTED TO GRADUATING HIGH SCHOOL SENIORS FROM WINDSOR HIGH SCHOOL THAT HAVE BEEN ACCEPTED TO A TWO OR FOUR YEAR COLLEGE,UNIVERSITY OR ACCREDITED PROFESSIONAL OR TECHNICAL SCHOOL.THE AWARD WILL BE PAID DIRECT TO THE INSTITUTION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DISHA CHANGELA | |||||||
| 714 WINDSOR AVE APT C | WINDSOR | CT | 06095 | NONE | STUDENT | SCHOLARSHIP-UNIV OF CONNECTICUT | $3,000 |
| FILIPE PEREIRA | |||||||
| 407 FARMER DRIVE | WINDSOR | CT | 06095 | NONE | STUDENT | SCHOLARSHIP-WENTWORTH INST OF TECH | $3,000 |
| TERY T VINH | |||||||
| 71 BROOKVIEW RD | WINDSOR | CT | 06095 | NONE | STUDENT | SCHOLARSHIP-COLLEGE OF HOLY CROSS | $3,000 |
| ANDREW W WASHINGTON | |||||||
| 57 ETHAN DR | WINDSOR | CT | 06095 | NONE | STUDENT | SCHOLARSHIP-UNIV OF HARTFORD | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 12000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,242 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 16668 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,242 | ExclusionAmount |
| Related Or Exempt Function Income | 16668 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32910 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | MONIES ARE TEMPORARILY INVESTED TO PROVIDE AN ACCEPTABLE |
| 4 | SECURITIES AND BONDS ARE PURCHASED AND SOLD TO PROVIDE |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $3,500 | Amount |
| Disbursements Charitable Prps | 3500 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| MARSHA ALIBRANDI |
| JOHN M PIANE |
| JAMES F COURTNEY |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (28 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VERIZON COMM NOTE, 1.95% | 10223 | 10211 |
| US BANK CORP. NOTE, 4.20% | 5346 | 5331 |
| BERKSHIRE HATHAWAY NOTE, 4.85% | 11039 | 11028 |
| CONOCO PHILLIPS NOTE, 4.60% | 10993 | 10966 |
| DUPONT NOTE, 3.25% | 10680 | 10666 |
| JP MORGAN CHASE NOTE, 3.70% | 10392 | 10372 |
| CISCO SYSTEMS NOTE, 5.50% | 11610 | 11613 |
| TEXAS INSTRUMENTS NOTE, 2.375% | 10522 | 10547 |
| INTEL CORP. NOTE, 1.95% | 10357 | 10349 |
| AT & T NOTE, 1.60% | 10048 | 10036 |
| GE CAPCORP NOTE, 5.625% | 11410 | 11424 |
| ABBOTT LABS NOTE, 5.60% | 6071 | 6076 |
| HEWLETT PACKARD NOTE,6.5% | ||
| JP MORGAN CHASE, SR NOTES 4.95% | ||
| CONOCO PHILLIPS NOTES, 4.4% | ||
| HONEYWELL INTL.., SR NOTES, 3.875% | ||
| HONEYWELL INTL., SR NOTES, 4.25% | ||
| ABBOTT LABS, NOTES, 5.875% | ||
| ABBOTT LABS, NOTES 5.875% | ||
| HEWLETT PACKARD NOTES, 5.4% | ||
| WALMART NOTES, 5.8% | ||
| PEPSICO NOTES, 5.00% | ||
| GENL ELECTRIC NOTES, 5.5% | ||
| E.I. DUPONT NOTES. 4.625% | ||
| PFIZER BONDS, 6.2% | ||
| EMERSON ELECTRIC NOTES, 4.815% | ||
| BERKSHIRE HATHAWAY NOTES, 4.25% | ||
| UNITED PARCEL SERVICE NOTES, 3.125% |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AFLAC, INC. | 10073 | 12826 |
| AT & T, INC. | 9957 | 13497 |
| ALTRIA GROUP, INC | 10044 | 19314 |
| DUKE ENERGY CORP. | 10021 | 15056 |
| KRAFT FOODS, INC. CL A | 10080 | 14734 |
| ELI LILLY & CO | 10100 | 12080 |
| MCDONALDS CORP | 10141 | 15635 |
| MERCK & CO., INC. | 10015 | 14468 |
| REALTY INCOME CORP. REIT | 9939 | 16674 |
| ENTERPRISE PRODUCTS PARTNERS | 10585 | 15116 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 103098 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 103382 | USGovtSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | 400 | 400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $1,896 | Amount |
| Net Investment Income | 1896 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $281 | Amount |