Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 6,995 | 44,435 | 42,329 | 53,142 | 48,882 | 195,783 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 61,516 | 63,674 | 61,979 | 62,990 | 91,440 | 341,599 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 68,511 | 108,109 | 104,308 | 116,132 | 140,322 | 537,382 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support. (Subtract line 7c from line 6.) | 537,382 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 68,511 | 108,109 | 104,308 | 116,132 | 140,322 | 537,382 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 1,329 | 2,265 | 5,124 | 8,340 | 10,970 | 28,028 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 1,329 | 2,265 | 5,124 | 8,340 | 10,970 | 28,028 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 69,840 | 110,374 | 109,432 | 124,472 | 151,292 | 565,410 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
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| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: Interest Income. Amount: 848. Description: Dividends. Amount: 6778. Total Included on Form 990-EZ, line 4: 7626. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grants-37 Individual Scholarships. Grantee Name: 37 Individual Scholarships. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 28072. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Amity High School. Grantee Address: 25 Newton Road Woodbridge, CT 06525. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 8730. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Amity Middle School Orange. Grantee Address: 100 Ohman Road Orange, CT 06477. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 4000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Peck Place Elementary School. Grantee Address: 500 Peck Lane Orange, CT 06477. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: St. Aeden-St. Brennen School. Grantee Address: 351 McKinley Avenue New Haven, CT 06515. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: St. Francis-St. Rose. Grantee Address: 473 Ferry Street New Haven, CT 06513. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1800. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: St. Martin De Porres Academy. Grantee Address: 208 Columbus Avenue New Haven, CT 06519. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 4685. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Amity Middle School Bethany. Grantee Address: 190 Luke Hill Road Bethany, CT 06524. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1450. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Mary L. Tracy. Grantee Address: 650 School House Lane Orange, CT 06477. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Edgewood Magnet School. Grantee Address: 737 Edgewood Avenue New Haven, CT 06515. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 2000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Alex Cavanaugh-One Shot Productions. Grantee Address: 115 New State Road Manchester, CT 06042. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 500. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Square Foot Theatre. Grantee Address: 950 Yale Avenue Wallingford, CT 06492. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 10120. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: New England Ballet Company. Grantee Address: 200 Boston Post Road Orange, CT 06477. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1500. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Jamie Hulley Learning Center. Grantee Address: 446 Lafayette Street Bridgeport, CT 06604. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1117. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Women's Poetry Project . Grantee Address: C/O Poetry by the Sea Madison, CT 06443. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1250. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: St. Mary-St. Michael. Grantee Address: 14 Seymour Ave Derby, CT 06418. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Bethany Community School. Grantee Address: 44 Peck Road Bethany, CT 06524. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 2200. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Barnard School. Grantee Address: 170 Derby Avenue New Haven, CT 06511. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Martin Luther King School. Grantee Address: 25 Ridgefield Street Hartford, CT 06211. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 1000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Mead School. Grantee Address: 75 Ford Street Ansonia, CT 06401. Grantee Relationship: None. Property Description: Cash. Amount Given: 1000. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: Grant. Grantee Name: Tashua School. Grantee Address: 401 Stonehouse Road Trumbull, CT 06611. Grantee Relationship: None. Property Description: Cash. Date of Gift: Various. Amount Given: 500. Total included on Form 990-EZ, line 10: 74924. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Printing. Amount: 690. Description: Dues and Subscriptions. Amount: 155. Description: Award Dinners. Amount: 2368. Description: Advertising. Amount: 2590. Description: Office Supplies. Amount: 3191. Description: Storage. Amount: 99. Description: Bank Fees. Amount: 39. Description: Supplies. Amount: 2910. Description: Website. Amount: 132. Description: Investment Management Fees. Amount: 1211. Description: Foreign Taxes. Amount: 20. Total to Form 990-EZ, line 16: 13405. |
| Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets | Description: Unrealized Loss on Investments. Amount: -9835. |
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| Software Version: |