JOHN AND ETHEL KASHULON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND ETHEL KASHULON FOUNDATION (EIN 82-2658347)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-05
- IRS object ID
- 202521569349100317
- 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
- Form 990-PF
- 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 | 2025-06-05T14:32:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | james murray | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,477,309 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $720 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $720 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,227,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,227,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $985,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,892,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,841,979 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,214,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,070,687 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $258,761 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $258,711 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,144 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,176 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,176 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,859 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $470 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,389 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $366,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $261,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,615 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,714,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,714,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,080,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $261,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,807,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $133,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,809,362 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $463,601 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,784,664 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,784,664 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,673 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,609 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,673 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,673 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,397,544 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $394,647 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $396,835 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,757,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,058,499 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,345,272 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,444,864 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,958,983 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,948,865 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $34,064,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,198,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,477,309 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $34,064,745 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,198,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,064,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,198,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,064,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,198,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,064,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $133,721 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,198,466 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,198,466 | 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 | $7,892,308 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,050,329 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,841,979 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,841,979 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,841,979 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,050 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39,050 | SubtotalAmt |
| Tax Based On Investment Income | $39,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,271 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $26,779 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $39,050 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| George Benington | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $11,000 | $0 | $0 |
| Gail Kashulon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $11,000 | $0 | $0 |
| Christian Le Bris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas, Pres | 1.0 | $11,000 | $0 | $0 |
| Martin McLaughlin Sr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| James P Murray | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $11,000 | $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 | $258,711 | 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 | $39,100,438 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $653,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,753,798 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,753,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $596,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,157,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,957,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,957,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,050 | TotalTaxAmt |
| Distributable Before Adj | $1,918,825 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,918,825 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,918,825 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,807,115 | 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 | $1,807,115 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,918,825 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,761,695 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,807,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,761,695 | AppliedToYear1Amt |
| Applied To Current Year | $45,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,873,405 | 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 FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | To support the Americares Free Clinic of Bridgeport, which provides health care to Bridgeport area residents | $50,000 |
| ANCHOR ACADEMY INC | |||||||
| PO BOX 774 | NORWALK | CT | 06852 | N/A | PC | To provide financial support for academic priorities in Catholic classical education | $50,000 |
| BIG BROTHERS BIG SISTERS OF CONNECTICUT INC | |||||||
| 34 SEQUASSEN ST STE 202 | HARTFORD | CT | 06106 | N/A | PC | To fund the expansion of the organization's mentoring programs in Bridgeport, CT | $50,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 60 WELLINGTON RD | MILFORD | CT | 06461 | N/A | PC | To help fund the organization's "Swim Lessons: The Gateway to Opportunities for Bridgeport Youth" project | $15,000 |
| BRIDGEPORT HOSPITAL FOUNDATION INC | |||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | N/A | PC | Bringing Technology to Life Project, which will modernize the hospital's Heart and Vascular Center, with new cardiac and stroke technology | $50,000 |
| BRIDGEPORT RESCUE MISSION INC | |||||||
| 725 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | To fund Holiday Meals for the needy | $5,000 |
| CARDINAL SHEHAN CENTER | |||||||
| 1494 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | To help fund the organization's After School & Saturday Program | $75,000 |
| CARDINAL SHEHAN CENTER | |||||||
| 1494 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | Summer Camp Program | $50,000 |
| CAROLINE HOUSE INC | |||||||
| 574 STILLMAN ST | BRIDGEPORT | CT | 06608 | N/A | PC | Mother and Child Literacy Program | $20,000 |
| CATHOLIC ACADEMY OF BRIDGEPORT | |||||||
| 63 PEQUONNOCK ST | BRIDGEPORT | CT | 06604 | N/A | PC | Merit Pay Teacher Compensation and Retention Program | $25,000 |
| CATHOLIC ACADEMY OF BRIDGEPORT INC | |||||||
| 63 PEQUONNOCK ST | BRIDGEPORT | CT | 06604 | N/A | PC | To help fund the school's Success Pay teacher compensation and retention initiative | $35,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| PO BOX 5200 | HARLAN | IA | 51593 | N/A | PC | Driving Mission Agility, Strengthening Families and Empowering Youth initiatives | $100,000 |
| CHRIST CHURCH | |||||||
| 120 E EDENTON ST | RALEIGH | NC | 27601 | N/A | PC | Wake Relief Fund to provide direct food purchases for families experiencing food insecurities and Building Bridges Bags Initiative, which provides food assistance to the homeless | $15,000 |
| CHRISTIAN HERITAGE SCHOOL INC | |||||||
| 575 WHITE PLAINS RD | TRUMBULL | CT | 06611 | N/A | PC | To fund Heritage Next Generation Scholarships for students needing assistance to attend the school | $75,000 |
| CIRCLE OF CARE FOR FAMILIES WITH CANCER | |||||||
| 144 DANBURY RD | WILTON | CT | 06897 | N/A | PC | To help fund the organization's Lifeline Emergency Fund | $40,000 |
| CONNECT US INC | |||||||
| 1000 LAFAYETTE BLVD 2ND FL | BRIDGEPORT | CT | 06604 | N/A | PC | post-secondary educational fund for 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 | financial funds for the salary of a new paid assistant | $15,000 |
| EXCHANGE CLUB OF NEW CANAAN FOUNDATION INC | |||||||
| PO BOX 1163 | NEW CANAAN | CT | 06840 | N/A | PC | Stamford Parenting Skills Center | $20,000 |
| FAIRFIELD COLLEGE PREPARATORY SCHOOL | |||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | N/A | PC | Beyond The Classroom project, which will expand transportation services to Fairfield Prep students and establish a college tour program | $100,000 |
| FOUNDATIONS IN EDUCATION INC | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | N/A | PC | Bishop's Scholarship Fund, which provides tuition assistance for low-income students who attend elementary schools in the Diocese of Bridgeport | $75,000 |
| FOUNDATIONS IN EDUCATION INC | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | N/A | PC | General & Unrestricted | $20,000 |
| GREATER CONNECTICUT YOUTH ORCHESTRAS INC | |||||||
| PO BOX 645 | FAIRFIELD | CT | 06824 | N/A | PC | scholarship fund | $5,000 |
| HORIZONS BRIDGEPORT | |||||||
| 1057 BROAD ST | BRIDGEPORT | CT | 06604 | N/A | PC | Notre Dame summer program and their High School program at Sacred Heart University. | $20,000 |
| INSTITUTE OF CHRIST THE KING SOVEREIGN PRIEST INC | |||||||
| 6415 S WOODLAWN AVE | CHICAGO | IL | 60637 | N/A | PC | To fund education, room and board for seminarians serving at Sts. Cyril's and Methodius Parish | $20,000 |
| LIVFREE INC | |||||||
| PO BOX 110211 | TRUMBULL | CT | 06611 | N/A | PC | Moments of Joy project, which helps families fighting pediatric cancer | $15,000 |
| MCGIVNEY COMMUNITY CENTER INC | |||||||
| 338 STILLMAN ST | BRIDGEPORT | CT | 06608 | N/A | PC | McGivney Summer Camp | $25,000 |
| 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 | the New Canaan Parent Support Group | $2,500 |
| NEW CANAAN COMMUNITY FOUNDATION INC | |||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | The John and Ethel Kashulon Foundation fund | $11,000 |
| NEW CANAAN LIBRARY INC | |||||||
| 151 MAIN ST | NEW CANAAN | CT | 06840 | N/A | PC | New Canaan Library Fund | $25,000 |
| NEW CANAAN NATURE CENTER ASSOCIATION INC | |||||||
| 144 OENOKE RDG | NEW CANAAN | CT | 06840 | N/A | PC | Center's Haley Project, which brings low-income youth into an environment where they can connect to the natural world | $20,000 |
| NORTH RALEIGH MINISTRIES INC | |||||||
| 9650 STRICKLAND RD STE 175 | RALEIGH | NC | 27615 | N/A | PC | Health Food Pantry Expansion project, which helps families experiencing food insecurities | $20,000 |
| NORWALK HOUSING FOUNDATION INC | |||||||
| PO BOX 508 | NORWALK | CT | 06856 | N/A | PC | College Scholarship Program | $20,000 |
| NOURISH BRIDGEPORT INC | |||||||
| PO BOX 1859 | BRIDGEPORT | CT | 06601 | N/A | PC | to purchase food for insecure families, funds for farm, and food pantry funds for loading dock, located at 2200 North Ave, Bridgeport, CT | $30,000 |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | N/A | PC | To help fund surgeries for cleft lip, cleft palate or other dental conditions | $10,000 |
| PATRONS OF THE TRUMBULL NATURE & ARTS CENTER | |||||||
| PO BOX 110438 | TRUMBULL | CT | 06611 | N/A | PC | To help fund Environmental and STEM education field trips and in-school programs to benefit under served Connecticut youth | $20,000 |
| SHEPHERDS INC | |||||||
| PO BOX 1756 | DARIEN | CT | 06820 | N/A | PC | To provide scholarships for six incoming freshmen at Kolbe Cathedral High School in Bridgeport, CT | $30,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 51 BLOSSOM ST | BOSTON | MA | 02114 | N/A | PC | To support treatment at the Shriners Hospitals for Children - Boston | $15,000 |
| SILVER HILL HOSPITAL INC | |||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | N/A | PC | To help fund the hospital's Community Resilience Campaign | $50,000 |
| SS CYRIL & METHODIUS CHURCH | |||||||
| 79 CHURCH ST | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $1,000 |
| ST CATHERINE CENTER FOR SPECIAL NEEDS INC | |||||||
| 760 TAHMORE DR | FAIRFIELD | CT | 06825 | N/A | PC | To help purchase a new van, for transportation to and from the Center for school and adult programs | $20,000 |
| ST JOHNS ROMAN CATHOLIC CHURCH | |||||||
| 1986 POST RD | DARIEN | CT | 06820 | N/A | PC | Saint John Preschool - to help fund the modernization of preschool classrooms | $80,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | To support treatment of childhood cancer and other life-threatening disease | $10,000 |
| ST ALOYSIUS CHURCH CORPORATION | |||||||
| 40 MAPLE ST | NEW CANAAN | CT | 06840 | N/A | PC | To help fund the church's Faith-Based Education Initiatives, including the creation of an innovative curriculum in grades pre-K through 6 | $100,000 |
| STRATFORD EDUCATION FOUNDATION INC | |||||||
| 210 PUMPKIN GROUND RD | STRATFORD | CT | 06614 | N/A | PC | The Dolly Parton's Imagination Library, in the name of the John and Ethel Kashulon Foundation, which helps to promote reading literacy of local children aged 0-5 | $5,000 |
| SVMC HOLDINGS INC | |||||||
| 2800 MAIN ST | BRIDGEPORT | CT | 06606 | N/A | PC | Medical Mission at Home program | $50,000 |
| THE CARVER INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | N/A | PC | To help fund 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 | To fund one additional prevention educator on the organization's staff | $50,000 |
| THE NEW CANAAN COMMUNITY YOUNG MENS CHRISTIAN ASSO | |||||||
| 564 S AVE | NEW CANAAN | CT | 06840 | N/A | PC | To help find the organization's financial assistance program | $50,000 |
| THE SALVATION ARMY | |||||||
| 30 ELM ST | BRIDGEPORT | CT | 06604 | N/A | PC | To help families living in Bridgeport overcome poverty and achieve stability | $10,000 |
| YOUNG MENS CHRISTIAN ASSOC OF GREENWICH | |||||||
| 50 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | Safety Around Water Program | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,714,500 | 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 | $720 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,227,988 | 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 | $985,853 | 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 | $2,214,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,214,561 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM - 5.200% - 12/03/20 | $101,713 | $100,529 |
| AMERICAN ELEC PWR INC SER J NO | $100,403 | $97,681 |
| AMERICAN EXPRESS CO - 4.200% - | $145,799 | $149,651 |
| BANK AMER CORP - 4.450% - 03/0 | $401,688 | $398,324 |
| BOEING CO - 5.705% - 05/01/204 | $100,416 | $99,986 |
| CAPITAL ONE FINL - 3.750% - 07 | $98,138 | $98,147 |
| CBS CORP - 4.000% - 01/15/2026 | $195,406 | $197,822 |
| CITIGROUP INC NOTE - 4.400% - | $100,877 | $99,699 |
| CVS HEALTH CORP - 6.000% - 06/ | $98,463 | $94,636 |
| DOMINION ENERGY INC SER B NOTE | $96,162 | $98,094 |
| DOWDUPONT INC - 4.725% - 11/15 | $103,328 | $99,505 |
| EDISON INTL - 4.125% - 03/15/2 | $47,011 | $48,496 |
| GENERAL MTRS FINL CO - 4.000% | $49,675 | $49,295 |
| GLOBAL PMTS INC - 5.300% - 08/ | $50,081 | $50,091 |
| GOLDMAN SACHS GROUP - 4.250% - | $96,399 | $99,449 |
| HUMANA INC NOTE - 4.875% - 04/ | $177,487 | $176,054 |
| HUMANA INC NOTE - 4.950% - 10/ | $105,022 | $102,036 |
| INTEL CORP - 4.800% - 10/01/20 | $105,342 | $100,372 |
| JEFFERIES FINANCIAL GROUP - 6. | $104,877 | $102,594 |
| KROGER CO NOTE CALL MAKE WHOLE | $239,274 | $246,777 |
| MICRON TECHNOLOGY INC - 5.327% | $49,878 | $50,240 |
| MORGAN STANLEY - 4.350% - 09/0 | $151,314 | $148,825 |
| MORGAN STANLEY - 5.000% - 11/2 | $260,282 | $250,414 |
| MYLAN NV - 3.950% - 06/15/2026 | $36,076 | $39,369 |
| ORACLE CORP NOTE - 3.250% - 11 | $95,338 | $96,168 |
| PHILIP MORRIS INTL INC NOTE - | $143,786 | $144,573 |
| ROPER TECHNOLOGIES INC - 3.850 | $196,161 | $198,204 |
| TIME WARNER INC - 3.875% - 01/ | $194,298 | $196,076 |
| VERIZON COMMS - 4.329% - 09/21 | $96,991 | $98,122 |
| WELLS FARGO CO - 4.100% - 06/0 | $217,298 | $217,636 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (90 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $115,853 | $129,090 |
| ABBVIE INC | $197,289 | $355,400 |
| ADVANCED MICRO DEVICES INC | $305,013 | $289,896 |
| AES CORP | $104,596 | $70,785 |
| AIR PRODS & CHEM INC | $345,879 | $377,052 |
| ALEXANDRIA REAL ESTATE EQUITIE | $133,096 | $97,550 |
| ALPHABET INC CL C | $435,738 | $1,152,162 |
| ALTRIA GROUP INC | $358,887 | $295,439 |
| AMAZON COM | $554,600 | $1,053,072 |
| AMERICAN BEACON SOUND POINT FL | $387,495 | $313,832 |
| AMERICAN ELECTRIC POWER INC | $116,311 | $119,899 |
| AMERICAN FDS, AMERICAN HIGH IN | $247,737 | $236,799 |
| AMERICAN FUNDS BALANCED PORT C | $1,042,466 | $1,228,621 |
| AMERICAN FUNDS GLOBAL GROWTH P | $361,442 | $463,525 |
| AMERICAN FUNDS GROWTH PORTFOLI | $389,845 | $526,066 |
| AMERICAN FUNDS SMALLCAP WORLD | $152,433 | $130,091 |
| APPLE INC | $417,074 | $1,402,352 |
| ASML HOLDING NV NY REG SHS | $154,101 | $138,616 |
| AT&T, INC | $195,708 | $178,289 |
| AUTODESK, INC | $197,043 | $206,899 |
| BANK OF AMERICA CORP | $595,453 | $736,163 |
| BARRICK GOLD CORPORATION | $52,775 | $38,750 |
| BERKSHIRE HATHAWAY INC. CLASS | $202,191 | $226,640 |
| BOEING CO | $489,248 | $354,000 |
| BP PLC SPONSORED ADR | $182,471 | $133,020 |
| BRISTOL-MYERS SQUIBB CO | $318,306 | $311,080 |
| CHEVRON CORP | $501,300 | $513,458 |
| CISCO SYSTEMS INC | $448,552 | $592,000 |
| CITIGROUP INC | $304,770 | $351,950 |
| CITIZENS FINANCIAL GROUP, INC | $117,059 | $118,152 |
| COMERICA INC | $109,950 | $92,775 |
| CONAGRA FOODS INC | $166,131 | $138,750 |
| CROWN CASTLE INTL | $148,639 | $90,760 |
| CVS CAREMARK CORP | $188,904 | $112,225 |
| DELL TECHNOLOGIES INC CLASS C | $175,463 | $172,860 |
| DOMINION ENERGY INC | $189,724 | $175,045 |
| DOW INC | $485,852 | $373,209 |
| DU PONT DE NEMOURS | $211,468 | $235,155 |
| DUKE ENERGY CO | $121,152 | $150,836 |
| EMERSON ELECTRIC CO | $303,277 | $359,397 |
| EVERSOURCE ENERGYINC | $146,592 | $137,832 |
| EXXON MOBIL CORP | $546,816 | $704,584 |
| FIDELITY ADVISOR REAL ESTATE I | $308,054 | $294,977 |
| FORTIVE CORPORATION | $149,560 | $150,000 |
| FRANKLIN CUSTODIAN FDS INC ADV | $14,741 | $14,079 |
| FRANKLIN FTSE INDIA ETF | $100,584 | $123,175 |
| FRANKLIN RES INC | $207,556 | $202,900 |
| GLOBAL PAYMENTS INC | $174,818 | $123,266 |
| GOLDMAN SACHS GROUP | $133,723 | $286,310 |
| GSK PLC | $140,317 | $106,871 |
| HONEYWELL INTL | $248,827 | $307,210 |
| ILLINOIS TOOL WORKS | $50,257 | $81,139 |
| INTEL CORP | $815,506 | $320,800 |
| JOHNSON & JOHNSON | $986,320 | $911,106 |
| JP MORGAN CHASE | $526,373 | $934,869 |
| KBW REGIONAL BANKING ETF | $60,367 | $60,350 |
| KINDER MORGAN INC | $262,441 | $411,000 |
| KRAFT HEINZ CO | $69,430 | $61,420 |
| MCDONALD'S CORP | $1,993,731 | $3,467,083 |
| MEDTRONIC PLC | $534,459 | $455,316 |
| MERCK & CO INC | $436,881 | $537,192 |
| MICROSOFT CORP | $628,197 | $1,180,200 |
| MORGAN STANLEY | $269,458 | $502,880 |
| NEUBERGER BERMAN MID CAP GROWT | $28,267 | $22,835 |
| NEW WORLD FUND, INC (F2) | $128,896 | $150,589 |
| PALO ALTO NETWORKS INC | $190,645 | $382,116 |
| PAYPAL HOLDINGS, INC | $137,849 | $42,675 |
| PEPSICO INC | $358,060 | $396,877 |
| PFIZER INC | $681,744 | $437,745 |
| PPL CORPORATION | $135,630 | $146,070 |
| PROCTER GAMBLE CO | $385,080 | $777,058 |
| QUALCOMM INC | $259,750 | $307,240 |
| RAYTHEON TECHNOLOGIES CORP | $487,699 | $694,320 |
| SCOTTS CO. CLASS A | $96,665 | $46,438 |
| SELECT SECTOR SPDR ENERGY FUND | $76,023 | $97,652 |
| SOLVENTUM CORPORATION | $38,189 | $8,258 |
| THE COCA-COLA CO | $347,380 | $404,690 |
| TOTALENERGIES SE | $102,484 | $115,813 |
| TRUIST FINANCIAL CORPORATION | $308,278 | $321,012 |
| UNITED PARCEL SERVICE | $390,072 | $290,030 |
| UNITEDHEALTH GROUP INC | $123,377 | $126,465 |
| US BANCORP | $112,670 | $95,660 |
| VANGUARD FTSE EUROPEAN ETF | $151,293 | $165,022 |
| VERIZON COMMUNICATIONS | $490,674 | $359,910 |
| VISA INC | $516,381 | $837,506 |
| VODAFONE GROUP PLC | $158,183 | $48,648 |
| W. P. CAREY INC | $269,048 | $204,300 |
| WAL-MART STORES INC | $797,155 | $1,490,774 |
| WALT DISNEY HOLDINGS CO | $546,496 | $467,670 |
| WELLS FARGO & CO | $410,212 | $491,680 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $394,647 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $396,835 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $40,722 | $40,722 | |
| Administrative Set-Up Fee | $1,450 | $1,450 | |
| Bank Charges | $470 | $470 | |
| Digital Subscriptions | $17 | $17 | |
| Indemnification Insurance | $1,687 | $1,687 | |
| Office Supplies | $70 | $70 | |
| Postage/Delivery Service | $269 | $269 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $149 | $149 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $258,711 | $258,711 | |
| Website Development | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $12,000 | |
| 990-PF Extension for 2023 | $400 | |
| Foreign Tax Paid | $2,144 | $2,144 |