A LENDING HAND FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- A LENDING HAND FOUNDATION INC (EIN 02-0654963)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-07
- IRS object ID
- 201231289349100728
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-07T13:42:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-04 | 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 | 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 | 437774 | 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 | 15133 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15133 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 23471 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 192193 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 23471 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 16 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 16 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 38620 | TotalRevenueAndExpenses |
| Total Net Investment Income | 38620 | 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 |
| Other Prof Fees Rev And Expnss | 7971 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7971 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1212 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 214 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 245 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 245 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9428 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8430 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 34428 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8430 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4192 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30190 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 30565 | CashBOY |
| Cash EOY | 27263 | CashEOY |
| Cash EOYFMV | 27263 | CashEOYFMV |
| Investments Govt Oblig BOY | 23643 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 18849 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 21663 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 242956 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 250780 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 261159 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 54142 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 58440 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 67864 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 52881 | InvestmentsOtherBOY |
| Investments Other EOY | 53047 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 59825 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 404187 | TotalAssetsBOY |
| Total Assets EOY | 408379 | TotalAssetsEOY |
| Total Assets EOYFMV | 437774 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 404187 | CapitalStockBOY |
| Capital Stock EOY | 408379 | 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 | 404187 | TotalNetAssetsBOY |
| Total Net Assets EOY | 408379 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 404187 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 408379 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 404187 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4192 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 408379 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 408379 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 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 | 2011-02-08 | 2011-02-18 | 27668 | 31909 | -4241 | -4241 |
| MERRILL LYNCH 07001 | P | 2010-04-22 | 2011-01-07 | 42639 | 36400 | 6239 | 6239 |
| MERRILL LYNCH 07001 | P | 2010-05-19 | 2011-07-19 | 987 | 1133 | -146 | -146 |
| MERRILL LYNCH 07001 | P | 2008-04-04 | 2011-02-01 | 118408 | 97956 | 20452 | 20452 |
| MERRILL LYNCH 07001 | P | 2011-03-10 | 2011-03-10 | 9 | 9 | 9 | |
| MERRILL LYNCH 07001 | P | 2008-09-17 | 2011-11-21 | 1091 | 894 | 197 | 197 |
| MERRILL LYNCH SUPPL 07001 | P | 2009-03-20 | 2011-12-09 | 887 | 430 | 457 | 457 |
| CAPITAL GAINS DIVIDENDS | P | 504 | 504 | 504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 23471 | 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 | 412114 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060663 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 24030 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 305552 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.078645 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 15500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 278598 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055636 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 28251 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 233971 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.120746 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13952 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.315690 | TotalDistributionRatio |
| Average Distribution Ratio | 0.063138 | AverageDistributionRatio |
| Net Noncharitable Assets | 483180 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 30507 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 302 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 30809 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 604 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 604 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 604 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 520 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 520 | TotalCreditsAndPayments |
| Penalty For Underpayment | 13 | PenaltyForUnderpayment |
| Tax Due | 97 | TaxDue |
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 | 462465 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28073 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 490538 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 490538 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7358 | CashDeemedCharitable |
| Net Noncharitable Assets | 483180 | NetNoncharitableAssets |
| Minimum Investment Return | 24159 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24159 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 604 | TaxBasedOnInvestmentIncome |
| Total Tax | 604 | TotalTax |
| Distributable Amount Before Adj | 23555 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 23555 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 23555 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 25000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 23555 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 16780 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1757 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8789 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4913 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 32239 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 23555 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1445 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 33684 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 33684 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 16780 | ExcessFromYear4 |
| Excess From Year3 | 1757 | ExcessFromYear3 |
| Excess From Year2 | 8789 | ExcessFromYear2 |
| Excess From Year1 | 4913 | ExcessFromYear1 |
| Excess From Current Year | 1445 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 AUDUBON STREET | AddressLine1 |
| City | NEW HAVEN | City |
| State | CT | State |
| ZIP Code | 06510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL SUPPORT. | PurposeOfGrantOrContribution |
| Amount | $25,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25000 | 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 | $15,133 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,471 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $38,620 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 38620 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 58440 | EOYBookValue |
| EOYFMV | 67864 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 250780 | EOYBookValue |
| EOYFMV | 261159 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 18849 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 21663 | 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 | 53047 | BookValue |
| EOYFMV | 59825 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 20 | 20 | 0 |
| NJ CAR 100 FEE | 225 | 225 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MERILL LYNCH #7001 | Description |
| Revenue And Expenses Per Books | 16 | RevenueAndExpensesPerBooks |
| Net Investment Income | 16 | NetInvestmentIncome |
| Adjusted Net Income | 16 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MERRILL LYNCH CONSULT FEES | $7,791 | 7791 | 0 |
| MEIDON ENG | $180 | 180 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $214 | 214 | 0 |
| FEDERAL TAX | $998 | 0 | 0 |