DONNA AND STUART FARBER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DONNA AND STUART FARBER FAMILY FOUNDATION INC (EIN 26-1606299)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-29
- IRS object ID
- 202431209349101088
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T10:52:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261606299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA AND STUART FARBER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONN | BusinessNameControlTxt |
| Phone | 2126089400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 SAUGATUCK AVENUE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART FARBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126089400 | PhoneNum |
| Signature | 2024-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STUART | PersonFirstNm |
| Person Last | FARBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURY GOLBERT | PreparerPersonNm |
| PTIN | P00748248 | PTIN |
| Phone | 5169313100 | PhoneNum |
| Preparation | 2024-04-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,326,198 | 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 |
| Dividends Rev And Expnss | $23,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $633,565 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,827 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $84,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,544 | 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 |
| Taxes Rev And Expnss | $931 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $931 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,602 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,602 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,602 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,602 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,894 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,601 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $785,739 | CorporateStockBOYAmt |
| Corporate Stock EOY | $712,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,160,866 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $53,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $131,299 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $151,594 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,137 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,137 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,137 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $859,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $857,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,326,198 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $859,550 | RetainedEarningBOYAmt |
| Retained Earning EOY | $857,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $859,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $857,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $859,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $857,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $859,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $857,959 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $857,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 5VY-07053 - ST COVERED | P | 2023-01-01 | 2023-12-31 | $247,835 | $245,484 | $2,351 | $2,351 |
| MERRILL LYNCH 5VY-07053 - LT COVERED | P | 2023-01-01 | 2023-12-31 | $385,730 | $327,254 | $58,476 | $58,476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,827 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $945 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $945 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $997 | TaxDueAmt |
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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 | STUART FARBER | IndividualWithBooksNm |
| Phone | 2126089400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 SAUGATUCK AVENUE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | 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 | 0 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART FARBER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 SAUGATUCK AVENUE | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,213,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,242,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,242,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,223,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $945 | TotalTaxAmt |
| Distributable Before Adj | $60,253 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,253 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,253 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $69,602 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,832 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,832 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $47,483 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHICAGO SURVIVORS | ||||||||
| 1010 W 35TH ST SUITE 510 | CHICAGO | IL | 60609 | NONE | PC | PROVIDES MULTI-CULTURAL CRIME VICTIM SERVICES TO FAMILY MEMBERS OF CHICAGO HOMICIDE VICTIMS. | $1,001 | |
| CRADLES TO CRAYONS | ||||||||
| 2500 W BRADLEY PLACE UNIT 200 | CHICAGO | IL | 60618 | NONE | PC | WORKS TO FIGHT CHILDREN'S CLOTHING INSECURITY | $2,076 | |
| CT HUMANE SOCIETY | ||||||||
| 455 POST RD E | WESTPORT | CT | 06880 | NONE | PC | TO PROMOTE ANIMAL WELFARE | $1,100 | |
| FDN FOR PRADER-WILLI RESEARCH | ||||||||
| 340 S LEMON AVE 3620 | WALNUT | CA | 91789 | NONE | PC | SUPPORT PRADER-WILLI SYNDROME RESEARCH | $12,480 | |
| GUIDING EYES | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | FOR SUPPORT TO GUIDE DOGS | $1,300 | |
| HOMES WITH HOPE | ||||||||
| 49 RICHMONDVILLE AVE SUITE 112 | WESTPORT | CT | 06880 | NONE | PC | PROVIDING FOOD AND SHELTER TO INDIVIDUALS EXPERIENCING HOMELESSNESS. | $8,630 | |
| MIKEY'S WAY FOUNDATION | ||||||||
| 2228 BLACK ROCK TURNPIKE 311 | FAIRFIELD | CT | 06825 | NONE | PC | HELPING KIDS COPE WITH CANCER | $1,059 | |
| MISCELLANEOUS | ||||||||
| MISCELLANEOUS | WESTPORT | CT | 06880 | NONE | PC | VARIOUS CHARITABLE PURPOSES | $17,853 | |
| NATIONAL ABILITY CENTER | ||||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | NONE | PC | TO SUPPORT PEOPLE OF ALL ABILITIES | $5,195 | |
| OPEN DOOR SHELTER | ||||||||
| 4 MERRITT ST | NORWALK | CT | 06854 | NONE | PC | TO PROVIDE SHELTER AND SUPPORT FOR THE HOMELESS | $2,510 | |
| RIDGEFIELD PLAYHOUSE | ||||||||
| 80 EAST RIDGEFIELD ROAD | RIDGEFIELD | CT | 06877 | NONE | PC | TO SUPPORT COMMUNITY THEATRE | $1,676 | |
| THE FRIENDS OF LEVITT PAVILLION | ||||||||
| 40 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PC | FOR FURTHERANCE OF THE ARTS | $5,000 | |
| WESTON FIRE DEPARTMENT | ||||||||
| 56 NORTHFIELD ROAD | WESTON | CT | 06883 | NONE | PC | TO PROMOTE SAFETY | $2,575 | |
| WESTPORT VOLUNTEER EMS | ||||||||
| 50 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PC | TO PROMOTE SAFETY | $1,022 | |
| PAWS | ||||||||
| 15305 44TH AVE W | LYNNWOOD | WA | 98087 | NONE | PC | TO PROVIDE SUPPORT AND ADOPTION SERVICES FOR INJURED AND ORPHANED ANIMALS | $2,024 | |
| THE BOSTON HOUSE | ||||||||
| 229 KENT STREET | BROOKLINE | MA | 02446 | NONE | PC | TO PROVIDE CARE FOR CHILDREN WITH CANCER | $2,000 | |
| THE OSBORNE ASSOCIATION | ||||||||
| 2090 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10027 | NONE | PC | PROGRAMS FOR INDIVIDUALS THAT HAVE BEEN IN CONFLICT WITH THE LAW | $1,010 | STE 108 |
| WESTPORT CO PLAYHOUSE | ||||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | NONE | PC | FOR FURTHERANCE OF THE ARTS | $1,091 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,602 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,677 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,544 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $712,922 | EOYBookValueAmt |
| EOYFMV | $1,160,866 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/CLOSED END FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $131,299 | BookValueAmt |
| EOYFMV | $151,594 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MERRILL LYNCH | Desc |
| BOY Book Value | $2,137 | BOYBookValueAmt |
| EOY Book Value | $2,137 | EOYBookValueAmt |
| EOYFMV | $2,137 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $15,602 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,602 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $130 | $130 | $0 |
| INTERNAL REVENUE SERVICE | $801 | $801 | $0 |
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