KLEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KLEIN FAMILY FOUNDATION INC (EIN 26-3134339)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349102213
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:36:29-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061331879 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDBERG SMITH & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 6TH FLOOR | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 066044915 | 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 | 263134339 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLEIN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KLEI | NameControl |
| Phone | 2037672046 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 TUCKAHOE ROAD | AddressLine1 |
| City | EASTON | City |
| State | CT | State |
| ZIP Code | 06612 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARLA S KLEIN | Name |
| Title | PRESIDENT | Title |
| Phone | 2037672046 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID ZIEFF | Name |
| PTIN | P01236646 | PTIN |
| Phone | 2033665876 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5579751 | 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 | 175626 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 175626 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 87533 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1773696 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 87533 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 263159 | TotalRevenueAndExpenses |
| Total Net Investment Income | 263159 | 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 | 1750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3991 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2188 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25352 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 25320 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 32 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 31093 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27508 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1782 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 271000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 271000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 302093 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27508 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 272782 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -38934 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 235651 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 742211 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 545485 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 545485 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1766 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1006 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1006 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 1100392 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 597606 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 622371 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1557280 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1891603 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2174100 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1016648 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1136470 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1129352 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 810211 | InvestmentsOtherBOY |
| Investments Other EOY | 1018075 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1101573 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 6535 | OtherAssetsBOY |
| Other Assets EOY | 5864 | OtherAssetsEOY |
| Other Assets EOYFMV | 5864 | OtherAssetsEOYFMV |
| Total Assets BOY | 5235043 | TotalAssetsBOY |
| Total Assets EOY | 5196109 | TotalAssetsEOY |
| Total Assets EOYFMV | 5579751 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 5235043 | RetainedEarningsBOY |
| Retained Earnings EOY | 5196109 | RetainedEarningsEOY |
| Total Net Assets BOY | 5235043 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5196109 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5235043 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5196109 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5235043 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -38934 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5196109 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5196109 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SEE STATEMENT | P | 1766104 | 1686163 | 79941 | 79941 |
| CAPITAL GAINS DIVIDENDS | P | 7592 | 7592 | 7592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 87533 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 223503 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5612806 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039820 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 325905 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5381535 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060560 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 93597 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4797574 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.019509 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.119889 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039963 | AverageDistributionRatio |
| Net Noncharitable Assets | 5711512 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 228249 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2357 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 230606 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 272782 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2357 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2357 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2357 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3720 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3720 | TotalCreditsAndPayments |
| Overpayment | 1363 | Overpayment |
| Amount Credited To Next Year | 1363 | 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 | CT | 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 | MRS CARLA KLEIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2037672046 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 TUCKAHOE ROAD | AddressLine1 |
| City | EASTON | City |
| State | CT | State |
| ZIP Code | 06612 | 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 |
|---|---|---|---|---|---|---|---|---|
| CARLA S KLEIN | ||||||||
| 42 TUCKAHOE ROAD | EASTON | CT | 06612 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| KRISTEN CHIODO | ||||||||
| 4 COOK CIRCLE | TRUMBULL | CT | 06611 | SECRETARY | 0.00 | 0 | 0 | 0 |
| ERIC KLEIN | ||||||||
| 1288 SAXON DRIVE | BIRMINGHAM | MI | 48009 | TREASURER | 0.00 | 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 | 5049628 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 741992 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 6869 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5798489 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5798489 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 86977 | CashDeemedCharitable |
| Net Noncharitable Assets | 5711512 | NetNoncharitableAssets |
| Minimum Investment Return | 285576 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 285576 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2357 | TaxBasedOnInvestmentIncome |
| Total Tax | 2357 | TotalTax |
| Distributable Amount Before Adj | 283219 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 283219 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 283219 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 272782 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 272782 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2357 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 270425 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 283219 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 26089 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 26089 | TotalExcessDistriCarryover |
| Qualifying Distributions | 272782 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 272782 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 10437 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 10437 | ExcessDistriCyovAppliedCY |
| Total Corpus | 15652 | 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 | 15652 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 15652 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARLA S KLEIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BRIDGEPORT PUBLIC EDUCATION FUND INC (BPEC) | |||||||
| 446 UNIVERSITY AVENUE | BRIDGEPORT | CT | 06604 | N/A | 501(C)(3) | UNRESTRICTED | $10,000 |
| CARDINAL SHEHAN CENTER | |||||||
| 1494 MAIN STREET | BRIDGEPORT | CT | 06604 | N/A | 501(C)(3) | UNRESTRICTED | $5,000 |
| CONNECTICUT FOOD BANK | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | N/A | 501(C)(3) | UNRESTRICTED | $7,500 |
| GLEANER'S COMMUNITY FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | N/A | 501(C)(3) | UNRESTRICTED | $5,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | UNRESTRICTED | $7,500 |
| THE CENTER FOR WOMEN & FAMILIES | |||||||
| 753 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06604 | N/A | 501(C)(3) | UNRESTRICTED | $5,000 |
| THE HAITIAN HEALTH FOUNDATION | |||||||
| 97 SHERMAN STREET | NORWICH | CT | 06360 | N/A | 501(C)(3) | AID TO THE POOR | $20,000 |
| THE UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 2390 ALUMNI DRIVE | STORRS | CT | 06269 | N/A | 501(C)(3) | ENDOWMENT AND PROFESSORSHIP FOR URBAN EDUCATION | $50,000 |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY | |||||||
| 75 WASHINGTON AVENUE | BRIDGEPORT | CT | 06604 | N/A | 501(C)(3) | UNRESTRICTED | $10,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | N/A | 501(C)(3) | THORACIC SURGERY FUND | $80,000 |
| YALE-NEW HAVEN HOSPITAL | |||||||
| 2 HOWE STREET | NEW HAVEN | CT | 06511 | N/A | 501(C)(3) | PALLIATIVE CARE PROGRAMHOSPITAL FUND IN SUPPORT OF WOMEN'S HEALTH AND RESEARCH | $25,000 |
| BRIDGEPORT CHILD ADVOCACY COALITION (BCAC) | |||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | N/A | 501(C)(3) | UNRESTRICTED | $1,000 |
| BRIDGEPORT HOSPITAL FOUNDATION | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | N/A | 501(C)(3) | ESOPHAGEAL CANCER TREATMENT PROGRAM | $10,000 |
| FOOD GATHERS | |||||||
| PO BOX 131037 | ANN ARBOR | MI | 48113 | N/A | 501(C)(3) | UNRESTRICTED | $2,500 |
| FREEDOM HOUSE | |||||||
| 2630 WEST LAFAYETTE | DETROIT | MI | 48216 | N/A | 501(C)(3) | UNRESTRICTED | $8,000 |
| KIPP GASTON COLLEGE PREPARATORY | |||||||
| 320 PLEASANT HILL ROAD | GASTON | MI | 27832 | N/A | 501(C)(3) | ANNUAL GIFT GIVING FUND | $1,000 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | N/A | 501(C)(3) | UNRESTRICTED | $10,000 |
| SOUTHWEST SOLUTIONS | |||||||
| 1700 WATERMAN STREET | DETROIT | MI | 48226 | N/A | 501(C)(3) | PIQUETTE SQUARE LIBRARYMIND, BODY, AND SPIRIT PROGRAM | $8,500 |
| THE HEAT AND WARMTH FUND | |||||||
| 607 SHELBY STREET SUITE 400 | DETROIT | MI | 48226 | N/A | 501(C)(3) | UNRESTRICTED | $2,500 |
| UNITED WAY OF SOUTHEASTERN MICHIGAN | |||||||
| 660 WOODWARD AVENUE | DETROIT | MI | 48226 | N/A | 501(C)(3) | UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 271000 | 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 | $175,626 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $87,533 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $263,159 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 263159 | 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 | Category |
| Amount | $1,750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1750 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE FIXED INCOME | NameOfBond |
| EOY Book Value | 1136470 | EOYBookValue |
| EOYFMV | 1129352 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON & PREFERRED STOCK | NameOfStock |
| EOY Book Value | 1891603 | EOYBookValue |
| EOYFMV | 2174100 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 327607 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 343515 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 269999 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 278856 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1018075 | BookValue |
| EOYFMV | 1101573 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME RECEIVABLE | Description |
| BOY Book Value | 6535 | BOYBookValue |
| EOY Book Value | 5864 | EOYBookValue |
| EOYFMV | 5864 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | 25320 | 25320 | 0 |
| MISCELLANEOUS | 32 | 0 | 32 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,803 | 0 | 0 |
| FOREIGN TAXES | $2,188 | 2188 | 0 |