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HOBBS FAMILY CHARITABLE TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HOBBS FAMILY CHARITABLE TR (EIN 06-1602789)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202621359349103227
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T12:58:42-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061138540PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURRUANO & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 BUSINESS PARK DRIVE - STE 106AddressLine1Txt
CityARMONKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10504ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061602789EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOBBS FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOBBBusinessNameControlTxt
Phone9142735300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1249 MAIN STAddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068405608ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL HOBBSPersonNm
Person TitleOFFICERPersonTitleTxt
Phone9142735300PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAM BURRUANO CPAPreparerPersonNm
PTINP00234623PTIN
Phone9142735300PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,078,427FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,886InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,886InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,255DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,255DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$86,459NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$898,785GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$86,459CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$130,600TotalRevAndExpnssAmt
Total Net Invst Incm$130,600TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,138TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,138TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$151,338TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$150,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,738ExcessRevenueOverExpensesAmt
Net Investment Income$130,600NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$75,125CashBOYAmt
Cash EOY$12,169CashEOYAmt
Cash EOYFMV$12,169CashEOYFMVAmt
Corporate Stock BOY$1,096,201CorporateStockBOYAmt
Corporate Stock EOY$1,138,419CorporateStockEOYAmt
Corporate Stock EOYFMV$1,066,258CorporateStockEOYFMVAmt
Total Assets BOY$1,171,326TotalAssetsBOYAmt
Total Assets EOY$1,150,588TotalAssetsEOYAmt
Total Assets EOYFMV$1,078,427TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,171,326RetainedEarningBOYAmt
Retained Earning EOY$1,150,588RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,171,326TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,150,588TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,171,326TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,150,588TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,171,326TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,738ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,150,588SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,150,588TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Sold2025-12-31SoldDt
Gross Sales Price$898,785GrossSalesPriceAmt
Cost Or Other Basis$812,326CostOrOtherBasisAmt
Gain Or Loss$86,459GainOrLossAmt
Gains Minus Excess Or Losses$86,459GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$86,459CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,815InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,815SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,815TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,040EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,620ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,660TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,845OverpaymentAmt
Applied To ES Tax$1,845AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL D HOBBSIndividualWithBooksNm
Phone2039665091PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1249 MAIN STREETAddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06840ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHAEL D HOBBSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1249 MAIN STREETAddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06840ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNALDescription1Txt
Expenses1$0Expenses1Amt
Description2REVENUE CODE SECTION 501(C)(3)Description2Txt
Expenses2$0Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,058,993AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,315AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,101,308TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,101,308AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,520CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,084,788NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,239MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,239MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,815TaxBasedOnInvestmentIncomeAmt
Total Tax$1,815TotalTaxAmt
Distributable Before Adj$52,424DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$52,424DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$52,424DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$150,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,424DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,821ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,556ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,535ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,259ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$55,171TotalExcessDistributionCyovAmt
Qualifying Distributions$150,200QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,424AppliedToCurrentYearAmt
Remaining Distri From Corpus$97,776RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$152,947TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$6,821ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$146,126ExcessDistriCyovToNextYrAmt
Excess From Year4$7,556ExcessFromYear4Amt
Excess From Year3$38,535ExcessFromYear3Amt
Excess From Year1$2,259ExcessFromYear1Amt
Excess From Current Year$97,776ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2001-01-26PrivateOperatingFndtnRulingDt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL D HOBBSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WAVENY PARK CONSERVANCY
677 SOUTH AVENEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTIONUNRESTRICTED CONTRIBUTION$500
RIDGEFIELD THEATER BARN
37 HALPIN LNRIDGEFIELDCT06877NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$10,000
STEPPING STONES MUSEUM CHILDREN
303 WEST AVE MATHEWS PARKNORWALKCT06850NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
NEW CANAAN HUMAN SERVICES
61 MAIN STNEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$500
GETABOUT INC
198 ELM STNEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$100
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PKWY NWATLANTAGA30327NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
THE GA JUSTICE PROJECT INC
438 EDGEWOOD AVE SEATLANTAGA30312NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$2,500
THE GLASS HOUSE
199 ELM STNEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,500
JOHNS HOPKINS UNIVERSITY
3400 NORTH CHARLES STREETBALTIMOREMD21218NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
COMPASSION AND CHOICES
PO BOX 485ETNANH03750NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
NATL WORLD WAR II MUSEUM
945 MAGAZINE STNEW ORLEANSLA70130NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$500
THE AGAWAM COUNCIL
36 MAIN STREETAGAWAMMA01001NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$500
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$2,000
CHARITY WATCH
PO BOX 578460CHICAGOIL60657NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$300
CONG CHURCH OF NEW CANAAN
23 PARK STNEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,500
FAMILY CENTERS
40 ARCH ST PO BOX 7550GREENWICHCT06836NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
GATEWAY CENTER
275 PRYOR STATLANTAGA30303NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$2,500
GALLATIN ICE
901 N BLACK AVEBOZEMANMT59715NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$3,000
MD ANDERSON CENTER
1 COOPER PLAZACAMDENNJ08103NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$2,000
MARYVILLE COLLEGE
502 E LAMAR ALEXANDER PKWYMARYVILLETN37804NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
MEALS ON WHEELS
PO BOX 231NEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTIONUNRESTRICTED CONTRIBUTION$100
NEW CANAAN BEAUTIFICATION LEAG
PO BOX 4NEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$500
NEW CANAAN CARES
848 WEED STNEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
NEW CANAAN COMMUNITY FOUNDATION
111 CHERRY STREETNEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
NEW CANAAN FIRE CO #1
60 MAIN STREETNEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTIONUNRESTRICTED CONTRIBUTION$100
NEW CANAAN LAND TRUST
PO BOX 425NEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$500
ROTARY CLUB OF NC
POBOX 62NEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
STAMFORD HOSPITAL FOUNDATION
1351 WASHINGTON BLVD STE 202STAMFORDCT06902NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$10,000
STAYING PUT IN NEW CANAAN
PO BOX 484NEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$100
TUNNELS TO TOWERS FDN
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
WAVENY LIFE CARE NETWORK
3 FARM ROADNEW CANAANCT06840NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$100,000
YALE NEW HAVEN HOSPITAL
20 YORK STNEW HAVENCT06510NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$500
SHELTER TO SOLDIER
3308 MISSION AVEOCEANSIDECA92058NOT APPLICABLENCUNRESTRICTED CONTRIBUTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,886ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,255ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$86,459ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$130,600ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$130,600TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$1,138,419EOYBookValueAmt
EOYFMV$1,066,258EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$1,138Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt