CLAIRE L HELSING FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CLAIRE L HELSING FOUNDATION (EIN 47-1865899)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-11
- IRS object ID
- 202501929349100805
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-11T09:35:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 | 471865899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAIRE L HELSING FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WOFSEY ROSEN KWESKIN & KURIANSKY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAI | BusinessNameControlTxt |
| Phone | 2033272300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069011490 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL YOUNG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033272300 | PhoneNum |
| Signature | 2025-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANNELL LYNE | PreparerPersonNm |
| PTIN | P00436718 | PTIN |
| Phone | 9145249000 | PhoneNum |
| Preparation | 2025-07-07 | PreparationDt |
| 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 | $3,051,747 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $105,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $723,884 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,517 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $123,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,928 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,803 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,402 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,401 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,824 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,501 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,669 | CashBOYAmt |
| Cash EOY | $54,768 | CashEOYAmt |
| Cash EOYFMV | $54,768 | CashEOYFMVAmt |
| Corporate Bonds BOY | $102,379 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,289,916 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,344,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,996,979 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,466,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,398,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,051,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,466,964 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,398,900 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,466,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,398,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,466,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,398,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,466,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,398,900 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,398,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML ACCT NO 862-03028 /PUBLICLY TRADED STOCKS | 2024-12-31 | $167,788 | $169,932 | -$2,144 | -$2,144 |
| ML ACCT NO 862-03028 /PUBLICLY TRADED STOCKS | 2024-12-31 | $556,096 | $535,435 | $20,661 | $20,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,517 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,045 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,045 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,802 | OverpaymentAmt |
| Applied To ES Tax | $2,802 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YORDI FRASER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033272300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WRRK 600 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069011490 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL YOUNG | ||||||||
| C/O WRRK 600 SUMMER STREET | STAMFORD | CT | 069011490 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID COHEN | ||||||||
| C/O WRRK 600 SUMMER STREET | STAMFORD | CT | 069011490 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,033,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,110,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,110,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,063,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,243 | TotalTaxAmt |
| Distributable Before Adj | $151,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,501 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,542 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,092 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,634 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $151,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,575 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,209 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,209 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,542 | ExcessFromYear4Amt |
| Excess From Year2 | $2,092 | ExcessFromYear2Amt |
| Excess From Current Year | $3,575 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU OF CONNECTICUT FOUNDATION | ||||||
| 330 MAIN STREET | HARTFORD | CT | 06106 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $10,000 |
| AMERICAN RED CROSS CONNECTICUT CHAPTER | ||||||
| 39 LEROY AVENUE | DARIEN | CT | 06820 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $1,500 |
| BACK TO SCHOOL SHOP INC | ||||||
| 1035 NEWFIELD AVENUE SUITE 200 | STAMFORD | CT | 06905 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $1,500 |
| BARLETT ARBORETUM & GARDENS | ||||||
| 151 BROOKDALE ROAD | STAMFORD | CT | 06903 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,500 |
| BOYS & GIRLS CLUB OF STAMFORD | ||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $4,500 |
| BUILDING ONE COMMUNITY | ||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $12,000 |
| BUILDON INC | ||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $3,000 |
| CAMPAIGN FOR JUSTICE CONNECTICUT LEGAL SERVICES INC | ||||||
| 62 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $10,000 |
| CONNECTICUT FOOD BANK | ||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $14,000 |
| CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS | ||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $6,500 |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $3,000 |
| DOMUS FOUNDATION | ||||||
| 83 LOCKWOOD AVENUE | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| FAIRGATE FARM INC | ||||||
| 40 CLINTON AVENUE | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| FERGUSON LIBRARY | ||||||
| 1 LIBRARY PLAZA | STAMFORD | CT | 06904 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $7,000 |
| FUTURE 5 | ||||||
| 135 ATLANTIC STREET | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,500 |
| INTERFAITH COUNCIL OF SOUTHWESTERN CT | ||||||
| 493 OLD LONG RIDGE ROAD | STAMFORD | CT | 06903 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $4,000 |
| JEWISH FAMILY SERVICE OF STAMFORD INC | ||||||
| 733 SUMMER STREET | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| MILL RIVER PARK COLLABORATIVE INC | ||||||
| 1055 WASHINGTON BLVD SUITE 101 | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,500 |
| NEW COVENANT HOUSE OF HOSPITALITY | ||||||
| 174 RICHMOND HILL AVENUE | STAMFORD | CT | 06904 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $11,000 |
| OPERATION FUEL INC | ||||||
| 75 CHARTER OAK AVENUE SUITE 2-240 | HARTFORD | CT | 06106 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $3,000 |
| SHELTER FOR THE HOMELESS AKA PACIFIC HOUSE | ||||||
| 137 HENRY STREET SUITE 205 | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| SOUNDWATERS COVE ISLAND PARK | ||||||
| 1281 COVE ROAD | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,500 |
| STAMFORD HIGH SCHOOL- STRAWBERRY HILL PLAYERS | ||||||
| 55 STRAWBERRY HILL AVENUE | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $6,500 |
| STAMFORD MUSEUM AND NATURE CENTER | ||||||
| 39 SCOFIELD AVENUE TOWN ROAD | STAMFORD | CT | 06903 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $1,500 |
| STAMFORD PEACE YOUTH FOUNDATION INC | ||||||
| 925 LONG RIDGE ROAD | STAMFORD | CT | 06903 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,000 |
| STARFISH CONNECTION INC | ||||||
| 1127 HIGH RIDGE RD 255 | STAMFORD | CT | 06905 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $1,500 |
| THE ROWAN CENTER FKA CENTER FOR SEXUAL ASSAULT CRISIS COUNSELING AND EDUC | ||||||
| 1111 SUMMER STREET SUITE 202 | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| UNITED WAY OF WESTERN CONNECTICUT | ||||||
| 301 MAIN STREET SUITE 2-5 | DANBURY | CT | 06810 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $7,500 |
| WOMEN'S MENTORING NETWORK INC | ||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,517 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $123,928 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,928 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ ADVISORS, LLC | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOVERNMENT AND AGENCY SECURITIES | AT COST | $269,613 | $260,771 |
| MUTUAL FUNDS | AT COST | $1,544,952 | $2,213,936 |
| OTHER INVESTMENTS (ML 847-03970) | AT COST | $279,567 | $275,567 |
| OTHER INVESTMENTS (ML 847-02562) | AT COST | $250,000 | $246,705 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOFSEY, ROSEN, KWESKIN & KURIANSKY, LLP | CategoryTxt |
| Legal Fees | $14,803 | LegalFeesAmt |
| Net Investment Income | $7,402 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,401 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES, MERRILL LYNCH BANK OF AMERICA CORPORATION | $23,715 | $23,715 | $0 |
| BANK FEES | $450 | $450 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,824 | $1,824 | $0 |
| UNITED STATES TREASURY | $2,000 | $0 | $0 |
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