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IFS FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
IFS FAMILY FOUNDATION INC (EIN 06-1552716)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-06
IRS object ID
202540969349100004
Schema version
2024v5.1
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)
Return2025-04-06T12:25:24-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133737887PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TREBATCH LICHTENSTEIN AVRUTINE AND COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 THIRD AVENUE 4TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061552716EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IFS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIFSFBusinessNameControlTxt
Phone9179699645PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1407 SOUND BEACH AVENUEAddressLine1Txt
CityOLD GREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06870ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN SMITHPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone9179699645PhoneNum
Signature2025-04-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPERRY TREBATCHPreparerPersonNm
PTINP01072583PTIN
Phone2128265050PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,069,375FMVAssetsEOYAmt
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$36,779InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$36,779InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$172,377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$170,057DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$85,514NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,726,517GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$85,514CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$294,670TotalRevAndExpnssAmt
Total Net Invst Incm$292,350TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$85,544OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$85,544OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$85,544TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$85,544TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$390,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$390,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$475,544TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$85,544TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$390,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$180,874ExcessRevenueOverExpensesAmt
Net Investment Income$206,806NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$383,457CashBOYAmt
Cash EOY$1,333,504CashEOYAmt
Cash EOYFMV$1,333,504CashEOYFMVAmt
Corporate Stock BOY$7,500,788CorporateStockBOYAmt
Corporate Stock EOY$6,381,046CorporateStockEOYAmt
Corporate Stock EOYFMV$9,735,871CorporateStockEOYFMVAmt
Total Assets BOY$7,884,245TotalAssetsBOYAmt
Total Assets EOY$7,714,550TotalAssetsEOYAmt
Total Assets EOYFMV$11,069,375TotalAssetsEOYFMVAmt
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$7,884,245RetainedEarningBOYAmt
Retained Earning EOY$7,714,550RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,884,245TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,714,550TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,884,245TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,714,550TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,884,245TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$180,874ExcessRevenueOverExpensesAmt
Other Increases$11,179OtherIncreasesAmt
Subtotal$7,714,550SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,714,550TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THROUGH PERSHINGP$785,991$785,991$0$0
THROUGH CHARLES SCHWABP$125,171$100,085$25,086$25,086
THROUGH CHARLES SCHWABP$1,814,242$1,754,927$59,315$59,315
CAPITAL GAINS DIVIDENDSP$1,113$1,113$1,113
FieldValueIRS element (for citing)
Capital Gain Net Income$85,514CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,875InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,875SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,875TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,275TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEPHEN SMITHIndividualWithBooksNm
Phone9179699645PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1407 SOUND BEACH AVENUEAddressLine1Txt
CityOLD GREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06870ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA S SMITH
122 PALMERS HILL ROADSTAMFORDCT06902VICE PRESIDENT/SECRETARY0.00$0$0$0
SUSAN N SMITH
104 FIFTH STREET NEWASHINGTONDC20003VICE PRESIDENT0.00$0$0$0
STEPHEN D SMITH
407 SOUND BEACH AVENUEOLD GREENWICHCT06870PRESIDENT0.00$0$0$0
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

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$9,740,921AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$858,403AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,599,324TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,599,324AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$158,990CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,440,334NetVlNoncharitableAssetsAmt
Minimum Investment Return$522,017MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$522,017MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,875TaxBasedOnInvestmentIncomeAmt
Total Tax$2,875TotalTaxAmt
Distributable Before Adj$519,142DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$519,142DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$519,142DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$390,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$390,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$519,142DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$118,768ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,775ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$16,242ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$154,785TotalExcessDistributionCyovAmt
Qualifying Distributions$390,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$390,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$129,142ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$129,142ExcessDistributionCyovAppCYAmt
Total Corpus$25,643TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,643ExcessDistriCyovToNextYrAmt
Excess From Year4$9,401ExcessFromYear4Amt
Excess From Year1$16,242ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLINDA S SMITHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEPHEN SMITHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1407 SOUND BEACH AVENUEAddressLine1Txt
CityOLD GREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06870ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9179699645RecipientPhoneNum
Form And Info And MaterialsTHE APPLICATION SHOULD BE IN WRITING STATING THE PURPOSE OF THE ORGANIZATION, ADDRESS, TELEPHONE NUMBER AND PERSON TO CONTACT. ALSO PLEASE INCLUDE PRIOR PERIOD OPERATING STATEMENT AND BALANCE SHEET, AND WHETHER THE ORGANIZATION IS A 501(C)(3) ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOWDOIN COLLEGE
4100 COLLEGE STATIONBRUNSWICKME04011NONEPUBLIC CHARITYEDUCATION$25,000
BREAST CANCER ALLLIANCE
48 MAPLE AVEGREENWICHCT06830NONEPUBLIC CHARITYMEDICAL$10,000
LITTLE STAR FOUNDATION
174 WATERCOLOR WAYSANTA ROSA BEACHFL32459NONEPUBLIC CHARITYMEDICAL$250,000
NYU LANGONE
550 FIRST AVENUE NEW YORK NY 10016NEW YORKNY10016NONEPUBLIC CHARITYMEDICAL$10,000
RONALD MACDONALD HOUSE
803 W NORTH ST 54449MARSHFIELDWI54449NONEPUBLIC CHARITYPROVIDES A TEMPORARY "HOME AWAY FROM HOME" FOR SERIOUSLY ILL OR INJURED CHILDREN AND THEIR FAMILIES.$25,000
UNIVERSITY OF WASHINGTON(SLAVIC)
1410 NE CAMPUS PARKWAY BOX 355852SEATLEWA98195NONEPUBLIC CHARITYEDUCATION$20,000
UNIVERSITY OF WISCONSON CHILDREN'S HOSPITAL
8915 W CONNELL AVEMILWAUKEEWI53226NONEPUBLIC CHARITYHIGHEST QUALITY CARE TO AGING ADULTS WHILE OFFERING GUIDANCE AND SUPPORT TO THEIR CAREGIVERS$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$390,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$36,779UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$172,377UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$85,514UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$294,670UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$294,670TotalIncomeProducingActyAmt

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 (38 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COSTCO$132,574$668,877
JP MORGAN CHASE$144,528$527,362
UNITED HEALTH GROUP$75,241$151,758
MICROSOFT$507,413$920,978
ALPHABET INC$278,293$425,925
AMAZON$259,783$405,872
GARMIN LTD$150,817$268,138
MARRIOTT INTERNATIONAL$104,358$167,364
PEPISCO$219,725$201,479
CHEVRON$173,468$175,256
BLACKSTONE GROUP$132,810$215,525
ARTHUR GALLAGHER$170,055$283,850
DANAHER CORP$252,873$236,437
MERCK & CO$196,016$246,710
HONEYWELL INTERNATIONAL$112,537$135,534
UNION PACIFIC CORP$138,101$136,824
WASTE MGMT INC$150,003$191,701
ACCENTURE PLC$148,273$175,895
APPLE INC$378,781$701,176
VISA$113,174$158,020
ZOETIS INC$95,392$81,465
UNITED RENTALS INC$161,851$401,531
CF INDUSTRIES HOLDINGS$124,207$106,650
REGENCY CONTROL CORP$156,943$180,759
NEXTERA ENERGY INC$60,631$53,767
ISHARES TR CORE S&P MID CAP ETF$99,624$114,650
HOME DEPOT$267,853$590,199
COOPER COS INC$117,520$126,863
EOG RES INC$189,327$196,373
FS MULTI STRAT ALTERNATIVES FUND CL I$508,500$521,233
SHERWIN WILLIAMS$89,355$135,972
KLA CORP$190,038$371,771
ELI LILLY$79,472$77,200
EATON CORP PLC$56,759$49,781
CONTELLATION ENERGY CORP$98,127$89,484
BROADCOM$58,375$57,960
BERKSHIRE HATHAWAY$135,960$135,984
APOLLO GLOBAL MANAGEMENT$52,289$49,548

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$79,744$79,744$0
PROFESSIONAL FEES$5,800$5,800$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL EXCISE TAX REFUND$9,858
BOOK/TAX DIFFERENCE$1,321

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonIRWIN AND LINDA SMITHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1122 PALMERS HILL ROADAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06902ZIPCd

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