ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC (EIN 06-1552087)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-11
- IRS object ID
- 201913159349100541
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T08:35:13-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592225781 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barry C Broden CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5129 Northwest 24th Way | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061552087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eric & Jessica Zachs Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 8607275733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Woodland Street | AddressLine1Txt |
| City | Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Zachs | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barry C Broden CPA | PreparerPersonNm |
| PTIN | P01269351 | PTIN |
| Phone | 8609161724 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,988,248 | 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 | $73,760 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,760 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,316 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,316 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,076 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $88 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,339 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,339 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,253 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,253 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,779 | CashBOYAmt |
| Cash EOY | $438 | CashEOYAmt |
| Cash EOYFMV | $438 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,338,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,098 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $85,025 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $89,092 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $90,255 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $417,820 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,794,543 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,870,457 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,860,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,911,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,988,248 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,860,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,911,169 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,860,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,911,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,860,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,911,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,860,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,347 | OtherIncreasesAmt |
| Subtotal | $1,911,169 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,911,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt |
|---|---|---|---|
| capital gain distributions | P | 2018-12-12 | |
| Capital Gain Dividends | $1,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,316 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,724 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,050,010 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06865 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,612 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,896,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06149 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,069 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,151,656 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $120,708 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,262,413 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05335 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,555 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,461,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04006 | DistributionYr5Rt |
| Total Distribution | 0.276102 | TotalDistributionRt |
| Average Distribution | 0.055220 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,883,869 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,027 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $716 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,253 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,433 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,433 | SubtotalAmt |
| Tax Based On Investment Income | $1,433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,099 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,099 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,666 | OverpaymentAmt |
| Applied To ES Tax | $4,666 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holly Martino | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8607275733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Woodland Street | AddressLine1Txt |
| City | Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Eric Zachs | ||||||
| 53 Norwood Road | West Hartford | CT | 06117 | President | 0.00 | $0 |
| Jessica Zachs | ||||||
| 53 Norwood Rd | West Hartford | CT | 06117 | V.President/Sec | 0.00 | $0 |
| Russ Bernard | ||||||
| 450 Lexington Ave Ste 1600 | New York | NY | 10017 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,777,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,912,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,912,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,883,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,433 | TotalTaxAmt |
| Distributable Before Adj | $92,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,253 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,253 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $43,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,760 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $9,085 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,716 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,480 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,253 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,253 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $49,507 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $49,507 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,293 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $45,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $45,293 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jewish Community Center | |||||||
| 335 Bloomfield Avenue | West Hartford | CT | 06117 | trustee | Public | General Use | $2,113 |
| Hartford Hospital | |||||||
| 80 Seymour Street | Hartford | CT | 06102 | BOARD MEMBER | PUBLIC | General Use | $1,500 |
| JIMMY FUND | |||||||
| 10 BROOKLINE PL | BROOKLINE | MA | 02445 | none | PUBLIC | GENERAL USE | $180 |
| UConn Foundation | |||||||
| 2390 Alumni Drive | Storrs | CT | 06269 | FORMER TRUSTEE | PC | General Use | $10,000 |
| Wadsworth Atheneum Museum of Art | |||||||
| 600 main street | Hartford | CT | 06103 | Incorporator | PC | General Use | $2,500 |
| HARTFORD SYMPHONY ORCHESTRA | |||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $2,500 |
| GUSSIE WORTHAM FOUNDATION INC | |||||||
| 912 BARN OWL COURT | MYRTLE BEACH | SC | 29579 | none | POF | GENERAL USE | $5,000 |
| CAPITAL SQUASH INC | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $500 |
| BOYS AND GIRLS CLUB OF HARTFORD | |||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | none | PC | GENERAL USE | $5,000 |
| NCCJ | |||||||
| 820 PROSPECT HILL ROAD | WINDSOR | CT | 06095 | none | PC | GENERAL USE | $1,500 |
| GOODWIN COLLEGE | |||||||
| 1 RIVERSIDE DRIVE | EAST HARTFORD | CT | 06118 | none | PC | GENERAL USE | $1,800 |
| CONNECTICUT CHILDREN'S MEDICAL CENT | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $2,000 |
| JCC ASSOCIATION OF NORTH AMERICA | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | MEMBER | PC | GENERAL USE | $5,300 |
| THE MAX CARES FOUNDATION | |||||||
| 249 PEARL STREET | HARTFORD | CT | 06103 | none | PC | GENERAL USE | $1,000 |
| THE CENTER FOR CHILDRENS ADVOCACY | |||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | none | PC | GENERAL USE | $500 |
| SUZANNE HECHT ENDOWMENT FUND | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | none | PC | ANTI-DEFAMATION LEAGUE | $360 |
| GRACE ACADEMY | |||||||
| 277 MAIN STREET | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,253 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,760 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,316 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,760 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,316 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,076 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Software fees | CategoryTxt |
| Amt | $88 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| doubleline total return bond fund | $43,291 | $42,800 |
| PIMCO INCOME FUND INST | $45,801 | $47,455 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| matthews asia dividend fund | AT COST | $27,914 | $31,588 |
| i shares msci acwi etf | AT COST | $229,272 | $301,512 |
| FIMM MMKT INS CL | AT COST | ||
| FIMM MMKT PRIME RESERVES PORT INSL | AT COST | $1,034,426 | $1,034,426 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES CAUSED BY FISCAL VERSES CALENDAR YEAR REPORTING | Desc |
| Amt | $22,347 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $3,339 | Amt |
| Net Investment Income | $3,339 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $103 | Amt |
| Net Investment Income | $103 | NetInvestmentIncomeAmt |