JOHN AND ETHEL KASHULON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND ETHEL KASHULON FOUNDATION (EIN 82-2658347)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-26
- IRS object ID
- 202342699349100209
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-26T07:19:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822658347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The John and Ethel Kashulon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail Kashulon | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gail | PersonFirstNm |
| Person Last | Kashulon | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $36,332,445 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $42,016 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,231 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,231 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $866,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $866,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $289,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,350,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $369,748 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,202,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,240,844 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $242,297 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $242,297 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,098 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,944 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,944 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $320,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $245,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,147 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,366,813 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,366,813 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,687,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $245,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,431,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$484,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $995,814 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,375,136 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,006,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,006,353 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,771 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,771 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,771 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $2,975,806 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,977,230 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,490,806 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,429,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,904,326 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,554,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,521,615 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,441,765 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $35,420,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,936,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,332,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $35,420,753 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,936,363 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,420,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,936,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,420,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,936,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,420,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$484,390 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,936,363 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,936,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $7,350,405 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,980,657 | CostOrOtherBasisAmt |
| Gain Or Loss | $369,748 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $369,748 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $369,748 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,842 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,842 | SubtotalAmt |
| Tax Based On Investment Income | $13,842 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,427 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,127 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $285 | OverpaymentAmt |
| Applied To ES Tax | $285 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Edward Ham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $7,000 | $0 | $0 |
| Gail Kashulon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $7,000 | $0 | $0 |
| Martin McLaughlin Sr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| TR Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $7,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WRIGHT STREET 3RD FL | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068803100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $242,297 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,230,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,269,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,499,766 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,499,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $562,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,937,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,846,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,846,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,842 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,842 | TotalTaxAmt |
| Distributable Before Adj | $1,833,022 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,833,022 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,833,022 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,431,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,431,960 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,833,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,193,617 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $1,431,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,193,617 | AppliedToYear1Amt |
| Applied To Current Year | $238,343 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,594,679 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICARES FREE CLINIC INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | Fred Weisman Americares Free Clinic of Bridgeport, which provides health care to Bridgeport area residents | $50,000 |
| ANCHOR ACADEMY INC - REGINA PACIS ACADEMY | |||||||
| PO BOX 774 | NORWALK | CT | 06852 | N/A | PC | scholarship fund, and grade 4 teacher salary fund | $92,500 |
| BOY SCOUTS OF AMERICA | |||||||
| 60 WELLINGTON RD BOX 32 | MILFORD | CT | 06461 | N/A | PC | STEM Scoutreach and Sea Exploring Club Programs. | $15,000 |
| BRIDGEPORT HOSPITAL FOUNDATION INC | |||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | N/A | PC | COVID Meal Delivery Program, which provides hot meals to Bridgeport Hospital staff | $10,000 |
| BRIDGEPORT HOSPITAL FOUNDATION INC | |||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | N/A | PC | Fay Fund, which provides non-medical support of patients when they do not have the economic ability to meet basic needs. Such support may include rent, utilities, funeral expenses, transportation expenses and gift cards for groceries. | $10,000 |
| BRIDGEPORT RESCUE MISSION INC | |||||||
| 725 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | Holiday Meals for the needy. | $10,000 |
| CARDINAL SHEHAN CENTER | |||||||
| 1494 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | After School and Saturday Program for Bridgeport youth | $30,000 |
| CARDINAL SHEHAN CENTER | |||||||
| 1494 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | Summer Camp program | $25,000 |
| CAROLINE HOUSE INC | |||||||
| 574 STILLMAN ST | BRIDGEPORT | CT | 06608 | N/A | PC | Mother and Child Literacy program | $15,000 |
| CATHOLIC ACADEMY OF BRIDGEPORT | |||||||
| 63 PEQUONNOCK ST | BRIDGEPORT | CT | 06604 | N/A | PC | Merit Pay Teacher Compensation and Retention Program | $25,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | emergency relief for Ukrainian families affected by the current conflict with Russia. providing safe shelter, hot meals, hygiene supplies, transport to safe areas, and counseling support to families both in the Ukraine as well as Ukrainian families fleeing to bordering countries. | $50,000 |
| CHILDRENS DYSLEXIA CENTERS INC | |||||||
| 529 HIGHLAND AVE | WATERBURY | CT | 06708 | N/A | PC | tutoring of children with dyslexia in the Greater Connecticut Area | $30,000 |
| CHRISTIAN HERITAGE SCHOOL INC | |||||||
| 575 WHITE PLAINS RD | TRUMBULL | CT | 06611 | N/A | PC | scholarship fund | $50,000 |
| CIRCLE OF CARE FOR FAMILIES WITH CANCER | |||||||
| 144 DANBURY RD | WILTON | CT | 06897 | N/A | PC | Lifeline Emergency Fund | $25,000 |
| CONNECT US INC | |||||||
| 855 MAIN ST 10TH FL | BRIDGEPORT | CT | 06604 | N/A | PC | postsecondary educational support to all youth participants in Connect-Us programs, with a specific focus on high school juniors | $10,000 |
| DARIEN DOMESTIC ABUSE COUNCIL INC | |||||||
| 32 SEDGWICK VILLAGE LN | DARIEN | CT | 06820 | N/A | PC | Rape Aggression Defense program, which will offer kids and adults free self-defense classes from trained police officers. | $7,500 |
| FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC | |||||||
| 40 RICHARDS AVE | NORWALK | CT | 06854 | N/A | PC | Housing Authority of the City of Bridgeport's College Scholarship Fund. | $10,000 |
| FOUNDATIONS IN EDUCATION INC | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | N/A | PC | General & Unrestricted | $20,000 |
| FUTURE 5 INC | |||||||
| 135 ATLANTIC ST | STAMFORD | CT | 06901 | N/A | PC | Career Connections program | $15,000 |
| GREATER CONNECTICUT YOUTH ORCHESTRAS INC | |||||||
| PO BOX 645 | FAIRFIELD | CT | 06824 | N/A | PC | scholarship fund | $10,000 |
| HORIZONS BRIDGEPORT | |||||||
| 1057 BROAD ST | BRIDGEPORT | CT | 06604 | N/A | PC | Horizons Programming at Notre Dame High School | $10,000 |
| INSTITUTE OF CHRIST THE KING SOVEREIGN PRIEST INC | |||||||
| 6415 S WOODLAWN AVE | CHICAGO | IL | 60637 | N/A | PC | education, room and board for seminarians serving at Sts. Cyril's and Methodius Parish. | $25,000 |
| KIDS IN CRISIS INC | |||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | Safe Haven for Kids program | $20,000 |
| KOLBE CATHEDRAL HIGH SCHOOL | |||||||
| 33 CALHOUN PL | BRIDGEPORT | CT | 06604 | N/A | PC | John and Ethel Kashulon Scholarship fund | $60,000 |
| MCGIVNEY COMMUNITY CENTER INC | |||||||
| 338 STILLMAN ST | BRIDGEPORT | CT | 06608 | N/A | PC | McGivney After School Program | $15,000 |
| MCGIVNEY COMMUNITY CENTER INC | |||||||
| 338 STILLMAN ST | BRIDGEPORT | CT | 06608 | N/A | PC | McGivney Summer Day Camp | $20,000 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | Literacy and Life Skills Tutoring Program | $50,000 |
| NEW CANAAN COMMUNITY FOUNDATION INC | |||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | 2022 Main Grants cycle, which invests in organizations and projects with community needs | $35,000 |
| NEW CANAAN LIBRARY INC | |||||||
| 151 MAIN ST | NEW CANAAN | CT | 06840 | N/A | PC | Capital Campaign for the New Canaan Library. | $40,000 |
| NEW CANAAN NATURE CENTER ASSOCIATION INC | |||||||
| 144 OENOKE RDG | NEW CANAAN | CT | 06840 | N/A | PC | Haley Project, which brings low-income youth into an environment where they can connect to the natural world | $10,813 |
| NORWALK HOUSING FOUNDATION INC | |||||||
| PO BOX 508 | NORWALK | CT | 06856 | N/A | PC | Public Housing College Scholarship Program | $15,000 |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | N/A | PC | fund surgeries for cleft lip, cleft palate or other dental conditions. | $25,000 |
| SAINT JOSEPH PARENTING CENTER | |||||||
| 90 FAIRFIELD AVE | STAMFORD | CT | 06902 | N/A | PC | General Parenting Program | $5,000 |
| SHEPHERDS INC | |||||||
| PO BOX 1756 | DARIEN | CT | 06820 | N/A | PC | educational services to disadvantaged, intercity teenagers in Bridgeport, CT | $40,000 |
| SHRINERS HOSPITALS FOR CHILDREN - BOSTON | |||||||
| 51 BLOSSOM ST | BOSTON | MA | 02114 | N/A | PC | treatment at the Shriners Hospitals for Children - Boston. | $25,000 |
| SILVER HILL HOSPITAL INC | |||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | N/A | PC | Community Resilience Campaign. | $50,000 |
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||
| 2666 STATE ST STE 1 | HAMDEN | CT | 06517 | N/A | PC | Special Olympics Connecticut's 2022 Health & Wellness Programs and Initiatives | $15,000 |
| SS CYRIL & METHODIUS CHURCH | |||||||
| 79 CHURCH ST | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $1,000 |
| ST ALOYSIUS SCHOOL INC | |||||||
| 33 S AVE | NEW CANAAN | CT | 06840 | N/A | PC | to help fund campus transitions to a temporary location in North Stamford during current school demolition | $25,000 |
| ST CATHERINE CENTER FOR SPECIAL NEEDS INC | |||||||
| 760 TAHMORE DR | FAIRFIELD | CT | 06825 | N/A | PC | general operating expenses, including transportation, program activities and facilities maintenance. | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | treatment of childhood cancer and other life-threatening disease | $50,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | treatment of childhood cancer and other life-threatening diseases | $50,000 |
| STERLING HOUSE COMMUNITY CENTER INC | |||||||
| 2283 MAIN ST | STRATFORD | CT | 06615 | N/A | PC | Youth Scholarship Fund | $25,000 |
| STRATFORD EDUCATION FOUNDATION INC | |||||||
| 210 PUMPKIN GROUND RD | STRATFORD | CT | 06614 | N/A | PC | The Dolly Parton's Imagination Library | $5,000 |
| SVMC HOLDINGS INC | |||||||
| 2800 MAIN ST | BRIDGEPORT | CT | 06606 | N/A | PC | "Heart Hospital within the Hospital" project. | $50,000 |
| THE CARVER INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | N/A | PC | after school activities at the Carver Foundation's Bridgeport locations | $35,000 |
| THE CENTER FOR FAMILY JUSTICE INC | |||||||
| 753 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | N/A | PC | sending 20 campers to Camp HOPE America - Connecticut, for one week | $20,000 |
| THE NEW CANAAN COMMUNITY YOUNG MENS CHRISTIAN ASSO | |||||||
| 564 S AVE | NEW CANAAN | CT | 06840 | N/A | PC | Financial Assistance Program | $25,000 |
| THE SALVATION ARMY - BRIDGEPORT CORPS | |||||||
| 30 ELM ST | BRIDGEPORT | CT | 06604 | N/A | PC | families living in Bridgeport overcome poverty and achieve stability. | $10,000 |
| THOMAS AQUINAS COLLEGE | |||||||
| 10000 OJAI RD | SANTA PAULA | CA | 93060 | N/A | PC | financial aid in fiscal year 2022-2023 for students enrolled at the college from the Bridgeport Diocese | $50,000 |
| YOUNG MENS CHRISTIAN ASSOC OF GREENWICH | |||||||
| 50 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | "Running Start / Swim School" program for children in need | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,366,813 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,231 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $866,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $289,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,160,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,160,684 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Estate of Ethel Kashulon | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Wright Street | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $42,016 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC 2.95% 05/02/2 | $103,779 | $99,258 |
| AMAZON COM - 5.200% - 12/03/20 | $101,713 | $101,743 |
| AMERICAN ELEC PWR INC SER J NO | $100,403 | $95,681 |
| AMERICAN EXPRESS CO - 4.200% - | $145,799 | $148,164 |
| BANK AMER CORP - 4.450% - 03/0 | $401,688 | $392,267 |
| CAPITAL ONE FINL - 3.750% - 07 | $98,138 | $94,261 |
| CBS CORP - 4.000% - 01/15/2026 | $195,406 | $191,788 |
| CITIGROUP INC NOTE - 4.400% - | $100,877 | $98,233 |
| DOWDUPONT INC - 4.725% - 11/15 | $103,328 | $98,790 |
| GENERAL MTRS FINL CO - 4.000% | $49,675 | $47,109 |
| GOLDMAN SACHS GROUP - 4.250% - | $96,399 | $97,730 |
| KROGER CO NOTE CALL MAKE WHOLE | $239,275 | $238,873 |
| MORGAN STANLEY - 4.350% - 09/0 | $151,314 | $145,767 |
| MORGAN STANLEY - 5.000% - 11/2 | $260,282 | $249,475 |
| MORGAN STANLEY PRIVATE BK NATL | $245,232 | $239,942 |
| MYLAN NV - 3.950% - 06/15/2026 | $36,076 | $37,439 |
| ORACLE CORP NOTE - 3.250% - 11 | $95,338 | $91,991 |
| PHILIP MORRIS INTL INC NOTE - | $143,786 | $139,079 |
| ROPER TECHNOLOGIES INC - 3.850 | $196,161 | $194,214 |
| SALLIE MAE BANK - 1.800% - 02/ | $245,350 | $240,000 |
| TIME WARNER INC - 3.875% - 01/ | $194,298 | $186,772 |
| WELLS FARGO CO - 4.100% - 06/0 | $217,298 | $213,189 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (104 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $90,150 | $59,960 |
| ABBVIE INC | $197,289 | $323,220 |
| ADVANCED MICRO DEVICES INC | $166,613 | $103,632 |
| AIR PRODS & CHEM INC | $240,597 | $277,434 |
| AIRBNB | $54,112 | $34,200 |
| ALERIAN MLP ETF | $98,999 | $68,526 |
| ALEXANDRIA REAL ESTATE EQUITIE | $73,381 | $72,835 |
| ALPHABET INC CL C | $336,405 | $470,269 |
| ALTRIA GROUP INC | $358,887 | $258,262 |
| AMAZON COM | $554,599 | $403,200 |
| AMERICAN BEACON SOUND POINT FL | $326,830 | $265,888 |
| AMERICAN ELECTRIC POWER INC | $116,311 | $123,435 |
| AMERICAN FDS, AMERICAN HIGH IN | $229,508 | $205,585 |
| AMERICAN FUNDS BALANCED PORT C | $970,108 | $965,782 |
| AMERICAN FUNDS GLOBAL GROWTH P | $336,597 | $323,645 |
| AMERICAN FUNDS GROWTH PORTFOLI | $351,969 | $338,174 |
| AMERICAN FUNDS SMALLCAP WORLD | $150,223 | $106,382 |
| APPLE INC | $417,074 | $727,608 |
| AT&T, INC | $195,708 | $144,150 |
| AUTODESK, INC | $197,043 | $130,809 |
| BANK OF AMERICA CORP | $539,303 | $488,520 |
| BARRICK GOLD CORPORATION | $52,775 | $42,950 |
| BOEING CO | $332,893 | $228,588 |
| BP PLC SPONSORED ADR | $182,471 | $157,185 |
| BRISTOL-MYERS SQUIBB CO | $255,417 | $323,775 |
| CHEVRON CORP | $58,413 | $107,694 |
| CISCO SYSTEMS INC | $448,552 | $476,400 |
| CITIGROUP INC | $304,770 | $226,150 |
| CITIZENS FINANCIAL GROUP, INC | $117,059 | $106,299 |
| COMERICA INC | $109,950 | $100,275 |
| CONAGRA FOODS INC | $166,131 | $193,500 |
| D R HORTON | $94,460 | $89,140 |
| DELTA AIR LINES INC | $23,327 | $16,430 |
| DOMINION ENERGY INC | $162,756 | $168,630 |
| DOW INC | $385,526 | $352,730 |
| DU PONT DE NEMOURS | $463,568 | $420,908 |
| DUKE ENERGY CO | $121,152 | $144,186 |
| EXXON MOBIL CORP | $343,406 | $518,410 |
| FEDEX CORPORATION | $373,989 | $264,130 |
| FIDELITY ADVISOR REAL ESTATE I | $281,361 | $250,005 |
| FORTIVE CORPORATION | $149,560 | $128,500 |
| FRANKLIN CUSTODIAN FDS INC ADV | $13,237 | $12,057 |
| GENERAL ELECTRIC CO | $152,440 | $104,738 |
| GLOBAL PAYMENTS INC | $174,818 | $109,252 |
| GOLDMAN SACHS GROUP | $133,723 | $171,690 |
| GSK PLC | $140,317 | $111,042 |
| HONDA MOTOR CO LTD | $101,833 | $80,010 |
| HONEYWELL INTL | $94,464 | $145,724 |
| ILLINOIS TOOL WORKS | $50,257 | $70,496 |
| INT'L FLAVORS & FRAGRANCES INC | $130,861 | $104,840 |
| INTEL CORP | $815,505 | $422,880 |
| INTERNATIONAL BUSINESS MACHINE | $116,321 | $119,757 |
| JOHNSON & JOHNSON | $920,752 | $1,042,234 |
| JP MORGAN CHASE | $526,373 | $522,990 |
| KBW REGIONAL BANKING ETF | $60,367 | $58,740 |
| KEYCORP | $124,155 | $130,650 |
| KINDER MORGAN INC | $209,705 | $216,960 |
| KRAFT HEINZ CO | $69,430 | $81,420 |
| KYNDRYL HOLDINGS INC | $10,474 | $3,670 |
| MCDONALD'S CORP | $3,110,621 | $4,917,469 |
| MEDTRONIC PLC | $534,459 | $443,004 |
| MERCK & CO INC | $334,914 | $499,275 |
| METLIFE INC | $154,602 | $217,110 |
| MICROSOFT CORP | $420,148 | $551,586 |
| MORGAN STANLEY | $152,058 | $212,550 |
| NEUBERGER BERMAN MID CAP GROWT | $25,654 | $15,486 |
| NEW WORLD FUND, INC (F2) | $119,281 | $121,485 |
| NEW YORK COMNTY BANCORP INC | $186,715 | $129,000 |
| NVIDIA CORP | $165,832 | $131,526 |
| ORACLE CORP | $179,210 | $163,480 |
| PALO ALTO NETWORKS INC | $140,207 | $125,586 |
| PAYPAL HOLDINGS, INC | $137,849 | $35,610 |
| PEPSICO INC | $164,648 | $270,990 |
| PFIZER INC | $593,953 | $742,980 |
| PHILIP MORRIS INTL | $148,548 | $151,815 |
| PPL CORPORATION | $135,630 | $131,490 |
| PROCTER GAMBLE CO | $385,080 | $702,481 |
| PRUDENTIAL FINCL INC | $148,294 | $149,190 |
| PULTE GROUP INC | $70,194 | $68,295 |
| QUALCOMM INC | $259,750 | $219,880 |
| RAYTHEON TECHNOLOGIES CORP | $401,379 | $504,600 |
| REGIONS FINANCIAL CORP | $159,664 | $215,600 |
| SALESFORCE.COM | $173,682 | $119,331 |
| SCOTTS CO. CLASS A | $96,665 | $34,013 |
| SELECT SECTOR SPDR ENERGY FUND | $76,023 | $99,716 |
| SHELL ADR EACH REPRESENTING 2 | $251,128 | $228,370 |
| SKYWORKS SOLUTIONS, INC | $36,183 | $18,226 |
| STARBUCKS CORP COM | $109,181 | $124,000 |
| THE COCA-COLA CO | $347,380 | $413,465 |
| TIMKEN CO COM | $90,369 | $88,338 |
| TOTALENERGIES SE | $102,484 | $131,920 |
| UNITED PARCEL SERVICE | $244,396 | $217,300 |
| US BANCORP | $112,670 | $87,220 |
| VANGUARD FTSE EUROPEAN ETF | $158,281 | $150,797 |
| VERIZON COMMUNICATIONS | $490,674 | $354,600 |
| VISA INC | $409,617 | $467,460 |
| VODAFONE GROUP PLC | $158,183 | $57,988 |
| W. P. CAREY INC | $137,839 | $136,763 |
| WAL-MART STORES INC | $797,154 | $779,844 |
| WALGREENS BOOTS ALLIANCE | $181,968 | $186,800 |
| WALT DISNEY HOLDINGS CO | $546,496 | $364,896 |
| WARNER BROS. DISCOVERY, INC | $60,995 | $17,955 |
| WELLS FARGO & CO | $198,097 | $165,160 |
| ZIMMER BIOMET HOLDINGS | $247,389 | $223,125 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,975,806 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,977,230 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $38,000 | $38,000 | |
| Bank Charges | $635 | $635 | |
| Indemnification Insurance | $1,107 | $1,107 | |
| Postage/Delivery Service | $71 | $71 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $242,297 | Amt |
| Net Investment Income | $242,297 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $8,400 | |
| 990-PF Extension for 2021 | $1,700 | |
| Foreign Tax Paid | $2,098 | $2,098 |