ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC (EIN 06-1552087)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-08-11
- IRS object ID
- 202332239349100503
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-11T09:04:30-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592225781 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barry C Broden CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5129 Northwest 24th Way | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061552087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eric & Jessica Zachs Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 8607275733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Woodland Street | AddressLine1Txt |
| City | Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Zachs | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Eric | PersonFirstNm |
| Person Last | Zachs | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barry C Broden CPA | PreparerPersonNm |
| PTIN | P01269351 | PTIN |
| Phone | 8609161724 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $2,128,550 | 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 | $161,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,719 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $69,601 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $69,601 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $69,601 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $5,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $236,320 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,320 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $242 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $242 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,778 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,674 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,674 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $150,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,206 | CashBOYAmt |
| Cash EOY | $290 | CashEOYAmt |
| Cash EOYFMV | $290 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $87,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,208,342 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,221,953 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,199,903 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $733,323 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $939,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $928,354 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,037,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,162,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,128,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,037,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,162,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,037,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,162,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,037,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,162,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,037,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $150,626 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,081 | OtherIncreasesAmt |
| Subtotal | $2,195,580 | SubtotalAmt |
| Other Decreases | $33,515 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,162,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Short Term Capital Gain Loss | $136 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,257 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,257 | SubtotalAmt |
| Tax Based On Investment Income | $3,257 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,807 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,807 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,550 | OverpaymentAmt |
| Applied To ES Tax | $4,550 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holly Martino | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8607275733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Woodland Street | AddressLine1Txt |
| City | Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Eric Zachs | ||||||
| 53 Norwood Road | West Hartford | CT | 06117 | President | 0.00 | $0 |
| Jessica Zachs | ||||||
| 53 Norwood Rd | West Hartford | CT | 06117 | V.President/Sec | 0.00 | $0 |
| Russ Bernard | ||||||
| 450 Lexington Ave Ste 1600 | New York | NY | 10017 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $551,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,500,808 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,077,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,077,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,046,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,257 | TotalTaxAmt |
| Distributable Before Adj | $99,070 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,070 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,070 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,674 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,674 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,070 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $22,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,025 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,674 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,674 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $15,396 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,396 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,221 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,217 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $22,979 | ExcessFromYear2Amt |
| Excess From Year1 | $7,025 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jewish Community Center | |||||||
| 335 Bloomfield Avenue | West Hartford | CT | 06117 | trustee | Public | General Use | $510 |
| EDNA SCHWARTZ SCHOLARSHIP FUND | |||||||
| 101 West 79th Street | New York | NY | 10024 | none | Public | General Use | $1,000 |
| Jewish National Fund | |||||||
| 42 East 69th street | New York | NY | 10021 | none | PUBLIC | General Use | $1,000 |
| INTENSIVE EDUCATIONAL ACADEMY | |||||||
| 840 N MAIN STREET | WEST HARTFORD | CT | 06117 | none | PUBLIC | GENERAL USE | $300 |
| AGAHOZO-SHALOM YOUTH VILLAGE | |||||||
| 198 SEVENTH AVENUE | NEW YORK | NY | 10018 | none | PC | GENERAL USE | $1,000 |
| MEOR | |||||||
| 162 WEST 54TH STREET | NEW YORK | NY | 10019 | none | PUBLIC | GENERAL USE | $1,000 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 2100 M STREET | WASHINGTON | DC | 20052 | none | PUBLIC | GENERAL USE | $1,000 |
| LOOMIS CHAFFEE | |||||||
| 4 BATCHEIDER ROAD | WINDSOR | CT | 06095 | graduate | PUBLIC | GENERAL USE | $5,000 |
| MAKE A WISH FOUNDATION | |||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | none | PUBLIC | GENERAL USE | $500 |
| UConn Foundation | |||||||
| 2390 Alumni Drive | Storrs | CT | 06269 | FORMER TRUSTEE | PC | General Use | $25,000 |
| JUVENILE DIABETES RESEARCH FOUNDATI | |||||||
| 20 BATTERSON ROAD | FARMINGTON | CT | 06032 | none | PC | GENERAL USE | $5,000 |
| HARTFORD SYMPHONY ORCHESTRA | |||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $1,000 |
| ELIZEBETH PARK CONSERVANCY | |||||||
| 1561 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | none | PC | GENERAL USE | $100 |
| GUSSIE WORTHAM FOUNDATION INC | |||||||
| 912 BARN OWL COURT | MYRTLE BEACH | SC | 29579 | none | POF | GENERAL USE | $5,000 |
| CAPITAL SQUASH INC | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $750 |
| GOODWIN COLLEGE | |||||||
| 1 RIVERSIDE DRIVE | EAST HARTFORD | CT | 06118 | none | PC | GENERAL USE | $720 |
| CONNECTICUT CHILDREN'S MEDICAL CENT | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $8,500 |
| THE MAX CARES FOUNDATION | |||||||
| 249 PEARL STREET | HARTFORD | CT | 06103 | none | PC | GENERAL USE | $1,000 |
| GRACE ACADEMY | |||||||
| 277 MAIN STREET | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $1,000 |
| The Well | |||||||
| 5725 Walnut Lake Road | West Bloomfield | MI | 48323 | none | PC | General Use | $1,800 |
| Solomon Schechter School | |||||||
| 26 Buena Visa Road | West Hartford | CT | 06107 | TRUSTEE | PC | General Use | $17,634 |
| Hands On Hartford | |||||||
| 55 BARTHOLOMEW | HARTFORD | CT | 06106 | NONE | PC | GENERAL USE | $360 |
| The IQuilt Partnership | |||||||
| 31 PRATT STREET | HARTFORD | CT | 06103 | NONE | PC | GENERAL USE | $2,500 |
| ActUp Theater Inc | |||||||
| 740 PROSPECT AVE | HARTFORD | CT | 06105 | NONE | PC | GENERAL USE | $1,800 |
| THE BRIDE FAMILY CENTER | |||||||
| 1022 FARMIGTON AVE | WEST HARTFORD | CT | 06107 | NONE | PC | GENERAL USE | $100 |
| West Hartford Community Televison | |||||||
| 50 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | NONE | PC | GENERAL USE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,674 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,719 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $69,601 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $236,320 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,320 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO INCOME FUND INST | $221,953 | $199,903 |
| COLUMBIA CARE 2020 | $500,000 | $500,000 |
| Holistic Industries | $500,000 | $500,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK MULTI ASSET INCOME INSTL | AT COST | $116,834 | $105,369 |
| FIMM GOVT. PORTFOLIO INST | AT COST | $322,177 | $322,177 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILLLNG FEES | CategoryTxt |
| Legal Fees | $242 | LegalFeesAmt |
| Net Investment Income | $242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $33,515 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $5,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES CAUSED BY FISCAL VERSES CALENDAR YEAR REPORTING | Desc |
| Amt | $7,081 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $1,778 | Amt |
| Net Investment Income | $1,778 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |