FUCHS FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FUCHS FAMILY FOUNDATION INC (EIN 31-1803252)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-28
IRS object ID
202240879349100104
Schema version
2021v4.2
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)
Return2022-03-28T08:51:10-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823222207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALSH & DICKINSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 CORPORATE DRIVE SUITE 154AddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311803252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FUCHS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFUCHBusinessNameControlTxt
Phone2033395027PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO R FUCHS 13201 BURGUNDY DR SOUTHAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL FUCHSPersonNm
Person TitlePRESIDENT/SECRETARYPersonTitleTxt
Phone2033395027PhoneNum
Signature2022-03-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRUSSELLPersonFirstNm
Person LastFUCHSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA M DICKINSON CPAPreparerPersonNm
PTINP01210503PTIN
Phone2034470550PhoneNum
Preparation2022-03-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,658,428FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$127,188ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$68InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$68InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,261DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,871OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,871OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$143,388TotalRevAndExpnssAmt
Total Net Invst Incm$16,200TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,300AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,008TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,008TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,565OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,565OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,873TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,873TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$101,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$101,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$124,073TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,873TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$101,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,315ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$945,023SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$78,385SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$78,385SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$784,751CorporateStockBOYAmt
Corporate Stock EOY$903,631CorporateStockEOYAmt
Corporate Stock EOYFMV$2,812,970CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$767,073OtherInvestmentsEOYAmt
Other Investments EOYFMV$767,073OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,729,774TotalAssetsBOYAmt
Total Assets EOY$1,749,089TotalAssetsEOYAmt
Total Assets EOYFMV$3,658,428TotalAssetsEOYFMVAmt
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$1,729,774RetainedEarningBOYAmt
Retained Earning EOY$1,749,089RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,729,774TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,749,089TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,729,774TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,749,089TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,729,774TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,315ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,749,089SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,749,089TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,000OverpaymentAmt
Applied To ES Tax$1,000AppliedToESTaxAmt
Refund$0RefundAmt

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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRUSSELL FUCHSIndividualWithBooksNm
Phone9145920055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113201 BURGUNDY DR SOUTHAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
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

FieldValueIRS element (for citing)
PersonRUSSELL FUCHSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line113201 BURGUNDY DRIVE SOUTHAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT/SECRETARYTitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,137,098AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$685,242AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,822,340TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,822,340AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,335CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,780,005NetVlNoncharitableAssetsAmt
Minimum Investment Return$139,000MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$139,000MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$139,000DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$139,000DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$139,000DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$101,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$139,000DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$171,787ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$236,904ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$271,309ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$74,169ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$102,684ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$856,853TotalExcessDistributionCyovAmt
Qualifying Distributions$101,200QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$101,200AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$37,800ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$37,800ExcessDistributionCyovAppCYAmt
Total Corpus$819,053TotalCorpusAmt
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$133,987ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$685,066ExcessDistriCyovToNextYrAmt
Excess From Year4$236,904ExcessFromYear4Amt
Excess From Year3$271,309ExcessFromYear3Amt
Excess From Year2$74,169ExcessFromYear2Amt
Excess From Year1$102,684ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRUSSELL FUCHSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN ISRAEL EDUCATION FUND
251 H STREETWASHINGTONDC20001NONEPCGENERAL FUND$30,000
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022NONEPCGENERAL FUND$20,000
BOCA RATON CHAMPIONS GOLF CHARITIES
1141 SOUTH ROGERS CIRCLE SUITE 1BOCA RATONFL33487NONEPCGENERAL FUND$4,500
GOODWIN FOUNDATION
ONE RIVERSIDE DRIVEHARTFORDCT06118NONEPCGENERAL FUND$5,000
JEWISH SENIOR SERVICES
4200 PARK AVENUEBRIDGEPORTCT06604NONEPCGENERAL FUND$6,300
JUPITER MEDICAL CENTER FOUNDATION
210 S OLD DIXIE HWYJUPITERFL33458NONEPCGENERAL FUND$2,400
MEMORIAL SLOAN KETTERING CANCER CENTER
16 EAST 60TH STREETNEW YORKNY10022NONEPCGENERAL FUND$20,000
MUSEUM OF CONTEMPORARY ART MOCA
19 NEWTOWN TURNPIKEWESTPORTCT06880NONEPCGENERAL FUND$5,000
SILVER HILL HOSPITAL
208 VALLEY ROADNEW CANAANCT06840NONEPCGENERAL FUND$2,000
BRIDGEPORT HOSPITAL FOUNDATION
267 GRANT STREETBRIDGEPORTCT06610NONEPCGENERAL FUND$5,000
HABITAT FOR HUMNAITY
1542 BARNUM AVENUEBRIDGEPORTCT06610NONEPCGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$101,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,261ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,871ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,200ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,200TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
RUSSELL FUCHS
113201 BURGUNDY DRIVE SOUTHPALM BEACH GARDENSFL33410$118,880Yes (X)Yes (X)
RUSSELL FUCHS
213201 BURGUNDY DRIVE SOUTHPALM BEACH GARDENSFL33410$8,308Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2000 MICROSOFT CORP SHARES - $118,880 COST/$682,500 FMVNoncashPropertyDesc
Fair Market Value$682,500FairMarketValueAmt
Received2021-12-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,300Amt
Net Investment Income$1,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5000 VISA CL A$146,044$1,083,550
1000 TESLA INC$638,707$1,056,780
2000 MICROSOFT$118,880$672,640

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item30000 FORTRESS INFRASTRUCTURECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$767,073BookValueAmt
EOYFMV$767,073EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$14,565RevenueAndExpensesPerBooksAmt
Net Investment Income$14,565NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFORTRESS TRANSPORTATION AND INFRASTRUCTUREDesc
Revenue And Expenses Per Books$8,871RevenueAndExpensesPerBooksAmt
Net Investment Income$8,871NetInvestmentIncomeAmt
Adjusted Net Income$8,871AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$7,008Amt
Net Investment Income$7,008NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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