MALTEMPO FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MALTEMPO FAMILY CHARITABLE FOUNDATION INC (EIN 06-1454553)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349101712
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T09:51:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H AND R BLOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 INDEPENDENCE DR | AddressLine1Txt |
| City | MARLBOROUGH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061454553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALTEMPO FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PRYCE MALTEMPO | InCareOfNm |
| Business Name Control | MALT | BusinessNameControlTxt |
| Phone | 8608190336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 CEMETERY RD | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pryce Maltempo | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8608190336 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nathan Cour | PreparerPersonNm |
| PTIN | P00344317 | PTIN |
| Phone | 8602958493 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,717,892 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,250 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,250 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $354,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,512 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,887 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,917 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,917 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,007 | CashBOYAmt |
| Cash EOY | $71,199 | CashEOYAmt |
| Cash EOYFMV | $71,199 | CashEOYFMVAmt |
| US Government Obligations BOY | $89,974 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $91,773 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $91,773 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,422,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,507,914 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,507,914 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $47,006 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $47,006 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $47,006 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,609,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,717,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,717,892 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,609,547 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,552,552 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,609,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,552,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,609,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,552,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,609,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,995 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,552,552 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,552,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PERSHING | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $25,971 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,459 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,512 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,512 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,512 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $751 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $751 | SubtotalAmt |
| Tax Based On Investment Income | $751 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $37 | EsPenaltyAmt |
| Tax Due | $788 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRYCE MALTEMPO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8608190336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 CEMETERY RD | AddressLine1Txt |
| City | Colchester | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Pryce Maltempo | ||||||||
| 53 Cemetery Rd | Colchester | CT | 06415 | President | 1.0 | $3,000 | $0 | $0 |
| Ashley Maltempo | ||||||||
| 1510 Royal Colony Rd | Johns Island | SC | 29455 | Vice President | 0 | $0 | $0 | $0 |
| Robert Maltempo Jr | ||||||||
| 64 Cemetery Rd | Colchester | CT | 06415 | Vice President | 0 | $0 | $0 | $0 |
| Preston Maltempo | ||||||||
| 88 Cemtery Rd | Colchester | CT | 06415 | Trustee | 0 | $0 | $0 | $0 |
| Shelby Maltempo | ||||||||
| 89 cemetery Rd | Colchester | CT | 06415 | Trustee | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,500,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,556,531 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,556,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,533,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $751 | TotalTaxAmt |
| Distributable Before Adj | $75,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,908 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $108,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,880 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $108,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,880 | AppliedToYear1Amt |
| Applied To Current Year | $36,120 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $39,788 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Angel Flight Northeast | ||||||
| 492 Sutton St | North Andover | MA | 01845 | PC | Charity | $8,000 |
| Saint Bridget of Kildare | ||||||
| 75 Moodus-Leesville Rd | Moodus | CT | 06469 | PC | charity | $2,000 |
| Colchester Land Trust | ||||||
| PO Box 93 | Colchester | CT | 06415 | PC | Charity | $3,000 |
| Aviation & Aerospace Winn Aero | ||||||
| 65 Aviation Way | Gilford | NH | 03249 | PC | Charity | $2,000 |
| Westchester center cemetery assoc | ||||||
| 95 Cemetery Rd | Colchester | CT | 06415 | PC | Charity | $6,000 |
| Westchester Congregational Church | ||||||
| 98 Cemetery Rd | Colchester | CT | 06415 | PC | Charity | $11,667 |
| Town of Colchester | ||||||
| 127 Norwich Ave St 203 | Colchester | CT | 06415 | GOV | Charity | $14,000 |
| High Fives Foundation | ||||||
| 10775 Pioneer Trail | Truckee | CA | 96161 | PC | Charity | $3,250 |
| Herkimer County Humane Society | ||||||
| 514 NY-5S | Mohawk | NY | 13407 | PC | Charity | $3,250 |
| Lucky Puppy | ||||||
| 511 Pleasant Valley Rd | Argyle | NY | 12809 | PC | Charity | $3,250 |
| Tri County Animal Rescue | ||||||
| 21287 Boca Rio Rd | Boca Raton | FL | 33433 | PC | Charity | $3,250 |
| Protectors of animals | ||||||
| 144 Main St | East Hartford | CT | 06118 | PC | Charity | $4,333 |
| St Jude Childrens Hospital | ||||||
| 501 St Jude Place | Memphis | TN | 38105 | PC | Charity | $3,250 |
| Shriners Childrens Hospital | ||||||
| 516 Carew St | Springfield | MA | 01104 | PC | Charity | $3,250 |
| MercyShips | ||||||
| PO Box 1930 | Garden Valley | TX | 75771 | PC | Charity | $3,250 |
| Tunnel to Towers Foundation | ||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | PC | Charity | $3,250 |
| Community Music School | ||||||
| 90 Main St | Centerbrook | CT | 06409 | PC | Charity | $4,550 |
| Saint John School Charitable Foundation | ||||||
| 42 Maynard Rd | Old Saybrook | CT | 06475 | PC | Charity | $5,200 |
| USCGA Alumni Assoc | ||||||
| 47 Mohegan Ave Pkwy | New London | CT | 06320 | PC | Charity | $3,250 |
| Good News for Life Inc | ||||||
| 123 Main St | Hunlock Creek | PA | 18621 | PC | Charity | $6,500 |
| Marion Therapeutic Riding Assoc | ||||||
| 6830 SE 41St Ct | Ocala | FL | 34480 | PC | Charity | $6,500 |
| Flying Free | ||||||
| 136 Bradley St | Middletown | CT | 06457 | PC | Charity | $1,250 |
| Friends of East Hampton Public Library | ||||||
| 105 Main St | East Hampton | CT | 06457 | PC | charity | $1,875 |
| Friends of Portland Library | ||||||
| 20 Freestone Ave | Portland | CT | 06480 | PC | Charity | $1,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| INTEREST INCOME | 14 | $7,125 |
| DIVIDENDS | 14 | $51,250 |
| CAPITAL GAINS | 18 | $15,512 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,887 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX PREPARATION | $3,300 | $3,300 |
| BOOKKEEPING | $1,200 | $1,200 |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESMTENT MANAGEMENT FEES | CategoryTxt |
| Amt | $14,917 | Amt |
| Net Investment Income | $14,917 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $415 | Amt |
| Net Investment Income | $415 | NetInvestmentIncomeAmt |