PERAKIS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PERAKIS FOUNDATION (EIN 06-1535337)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349102017
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T11:43:24-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043064987 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLANIGAN COTILLO & MAINZER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1881 WORCESTER ROAD SUITE 200 | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017015410 | 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 | 061535337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERAKIS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | JAMES PERAKIS TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERA | BusinessNameControlTxt |
| Phone | 2037625518 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 EDGEWATER DRIVE | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES PERAKIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2035630821 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL B MAINZER CPA | PreparerPersonNm |
| PTIN | P00170531 | PTIN |
| Phone | 5086261991 | PhoneNum |
| Preparation | 2026-04-29 | 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 | $521,883 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,402 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,516 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,181 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,181 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,567 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,567 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $208,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $208,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,864 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $208,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$173,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,018 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $170,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,867 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $9,836 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $4,994 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $4,994 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $30,332 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,307 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $90,147 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $388,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $333,128 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $369,875 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $598,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $425,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $521,883 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $630,633 | CapitalStockBOYAmt |
| Capital Stock EOY | $598,644 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$31,989 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$173,348 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $598,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $425,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $598,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $425,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $598,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$173,348 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $425,296 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $425,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #5424-9590 (DETAILS UPON REQUEST) | 2024-12-09 | 2025-11-25 | $14,049 | $15,889 | -$1,840 | -$1,840 | |
| CHARLES SCHWAB #5424-9590 (DETAILS UPON REQUEST) | 2024-05-06 | 2025-11-25 | $94,541 | $113,236 | -$18,695 | -$18,695 | |
| CHARLES SCHWAB #5424-9590 (DETAILS UPON REQUEST) | 2005-04-11 | 2025-11-25 | $43,629 | $9,961 | $33,668 | $33,668 | |
| CAPITAL GAINS DIVIDENDS | $27,269 | $27,269 | $27,269 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,402 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $501 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $501 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,699 | OverpaymentAmt |
| Applied To ES Tax | $2,699 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES A PERAKIS | IndividualWithBooksNm |
| Phone | 2037033741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 EDGEWATER DRIVE | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES A PERAKIS | ||||||||
| 59 EDGEWATER DRIVE | WILTON | CT | 06897 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JAMES W PERAKIS | ||||||||
| 171 N 1ST STREET APT 3H | BROOKLYN | NY | 11211 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $482,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $597,985 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $597,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $589,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $501 | TotalTaxAmt |
| Distributable Before Adj | $28,950 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,950 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,950 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $208,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $208,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,950 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $91,517 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $125,698 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,463 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,023 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $229,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $528,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $208,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $179,384 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $708,185 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $91,517 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $616,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $125,698 | ExcessFromYear4Amt |
| Excess From Year3 | $35,463 | ExcessFromYear3Amt |
| Excess From Year2 | $47,023 | ExcessFromYear2Amt |
| Excess From Year1 | $229,100 | ExcessFromYear1Amt |
| Excess From Current Year | $179,384 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES A PERAKIS | ContributingManagerNm |
| Contributing Manager | JAMES W PERAKIS | ContributingManagerNm |
| Shareholder Manager | JAMES A PERAKIS | ShareholderManagerNm |
| Shareholder Manager | JAMES W PERAKIS | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABC OF WILTON | |||||||
| PO BOX 7658 | WILTON | CT | 06897 | NONE | PC | GENERAL SUPPORT | $500 |
| ATLANTIC THEATER COMPANY | |||||||
| 76 9TH AVE STE 537 | NEW YORK CITY | NY | 10011 | NONE | PC | GENERAL SUPPORT | $500 |
| BEDLAM INC | |||||||
| 603 W 115TH ST | NEW YORK CITY | NY | 10025 | NONE | PC | GENERAL SUPPORT | $1,250 |
| CIRCLE OF CARE | |||||||
| PO BOX 32 | WILTON | CT | 06897 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY HEALTH RESOURCES INC | |||||||
| 2 WATERSIDE CROSSING SUITE 401 | WINDSOR | CT | 06095 | NONE | PC | GENERAL SUPPORT | $20,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | PC | GENERAL SUPPORT | $500 |
| CANDLELIGHTERS OF NEW YORK CITY INC | |||||||
| 345 E 73RD ST APT 2L | NEW YORK CITY | NY | 10021 | NONE | PC | GENERAL SUPPORT | $5,000 |
| EPILEPSY FOUNDATION OF CT INC | |||||||
| 386 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PC | GENERAL SUPPORT | $1,500 |
| EVEREST LEADERSHIP ACADEMY INC | |||||||
| P O BOX 587 | CHAPPAQUA | NY | 10514 | NONE | PC | GENERAL SUPPORT | $500 |
| FAMILY AND CHILDRENS AGENCY | |||||||
| 9 MOTT AVENUE | NORWALK | CT | 06850 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GIVENGAIN FOUNDATION USA | |||||||
| 53 STATE ST | BOSTON | MA | 02109 | NONE | PC | GENERAL SUPPORT | $288 |
| GOODSPEED OPERA HOUSE | |||||||
| 6 MAIN ST | EAST HADDAM | CT | 06423 | NONE | PC | GENERAL SUPPORT | $3,240 |
| INTERNATIONAL OCD FOUNDATION INC | |||||||
| PO BOX 961029 | BOSTON | MA | 02196 | NONE | PC | GENERAL SUPPORT | $500 |
| LAUREL HOUSE | |||||||
| PO BOX 764 | NORRISTOWN | PA | 19404 | NONE | PC | GENERAL SUPPORT | $3,000 |
| CONNECTICUT STATE SENIORS GOLF ASSOCIATION | |||||||
| 180 OLD HUCKLEBERRY ROAD | WILTON | CT | 06897 | NONE | PC | GENERAL SUPPORT | $500 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 576 FARMINGTON AVE | HARTFORD | CT | 06105 | NONE | PC | GENERAL SUPPORT | $4,000 |
| NORWALK GRASS ROOTS TENNIS | |||||||
| 15 EASTWOOD ROAD | NORWALK | CT | 06850 | NONE | PC | GENERAL SUPPORT | $500 |
| PALLATIVE CARE FOR UGANDA | |||||||
| 128 EAST AVENUE | NORWALK | CT | 06851 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PAWEL'S CHILDREN INC | |||||||
| 4 OAK LEDGE LN | WILTON | CT | 06897 | NONE | PC | GENERAL SUPPORT | $500 |
| PROSPECTOR THEATER | |||||||
| 25 PROSPECT STREET | RIDGEFIELD | CT | 06877 | NONE | PC | GENERAL SUPPORT | $1,000 |
| RED SOX FOUNDATION | |||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | NONE | PC | GENERAL SUPPORT | $21,906 |
| RIVERBROOK REGIONAL YMCA | |||||||
| 404 DANBURY RD | WILTON | CT | 06897 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SAWGRASS FOUNDATION INC | |||||||
| PO BOX 289 | PONTE VEDRA BEACH | FL | 32004 | NONE | PC | GENERAL SUPPORT | $500 |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL SUPPORT | $15,000 |
| STAY AT HOME IN WILTON INC | |||||||
| 90 E RIDGE RD | RIDGEFIELD | CT | 06877 | NONE | PC | GENERAL SUPPORT | $500 |
| MUSEUM OF CONTEMPORARY ART JACKSONVILLE | |||||||
| 333 N LAURA ST | JACKSONVILLE | FL | 32202 | NONE | PC | GENERAL SUPPORT | $90 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL SUPPORT | $9,000 |
| THERAPEUTIC ADVENTURES INC | |||||||
| 1764 DUDLEY MOUNTAIN ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TRACKSIDE TEEN CENTER OF WILTON | |||||||
| 15 STATION RD | WILTON | CT | 06897 | NONE | PC | GENERAL SUPPORT | $500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 27106 | NEW YORK CITY | NY | 10087 | NONE | PC | GENERAL SUPPORT | $2,000 |
| VIETNAM VETERANS AGAINST THE WAR | |||||||
| PO BOX 355 | CHAMPAIGN | IL | 61824 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WAVENY LIFECARE NETWORK | |||||||
| 3 FARM RD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WESTPORT WRITERS WORKSHOP I INC | |||||||
| PO BOX 187 | WESTPORT | CT | 06881 | NONE | PC | GENERAL SUPPORT | $100,000 |
| WILTON LIBRARY ASSOCIATION | |||||||
| 137 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WILTON VOLUNTEER AMBULANCE CORPS INC | |||||||
| PO BOX 21 | WILTON | CT | 06897 | NONE | PC | GENERAL SUPPORT | $2,500 |
| THE PUBLIC THEATER | |||||||
| 425 LAFAYETTE STREET | NEW YORK CITY | NY | 10003 | NONE | PC | GENERAL SUPPORT | $600 |
| SILVERMINE GUILD OF ARTISTS INC | |||||||
| 1037 SILVERMINE RD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE CARVER INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | NONE | PC | GENERAL SUPPORT | $525 |
| MEALS ON WHEELS OF WILTON INC | |||||||
| 439 DANBURY RD | WILTON | CT | 06897 | NONE | PC | GENERAL SUPPORT | $1,240 |
| PECCADILLO THEATER COMPANY | |||||||
| 423 W 46TH ST | NEW YORK CITY | NY | 10036 | NONE | PC | GENERAL SUPPORT | $695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $208,334 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,085 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,402 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,516 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB INVESTMENTS - EQUITIES | StockNm |
| EOY Book Value | $30,307 | EOYBookValueAmt |
| EOYFMV | $90,147 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB INVESTMENTS - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $333,128 | BookValueAmt |
| EOYFMV | $369,875 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,032 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $3,181 | Amt |
| Net Investment Income | $3,181 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $55 | $55 | $0 |
| FEDERAL TAXES | $5,512 | $5,512 | $0 |