FUCHS FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FUCHS FAMILY FOUNDATION INC (EIN 31-1803252)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-17
- IRS object ID
- 201941379349100804
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-17T11:27:13-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113061778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FERBER FINE & ACKERMAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 WEST 35TH STREET SUITE 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311803252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUCHS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUCH | BusinessNameControlTxt |
| Phone | 2033395027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O R FUCHS 975 BANKS NORTH RD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06430 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL FUCHS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033395027 | PhoneNum |
| Signature | 2019-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL FERBER CPA | PreparerPersonNm |
| PTIN | P00631972 | PTIN |
| Phone | 2125761829 | PhoneNum |
| Preparation | 2019-05-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.246.189.155 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-16 | IPDt |
| IP Tm | 13:38:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,171,555 | 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 | $410,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $180 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $180 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $799,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $427,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,604 | 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 |
| Interest Rev And Expnss | $3,739 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,739 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,247 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $381,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $381,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $389,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $381,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $96,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,565 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,882,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,281,951 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,074,990 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,882,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,378,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,171,555 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $157,828 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $157,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,724,330 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,378,516 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,724,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,378,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,882,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,378,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,724,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,092 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,762,422 | SubtotalAmt |
| Other Decreases | $383,906 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,378,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 10000 GENERAL ELECTRIC COMPANY | 2017-11-27 | 2018-11-29 | $79,542 | $183,857 | -$104,315 | -$104,315 |
| 2000 ALTRIA GROUP | 2011-12-05 | 2018-04-24 | $110,532 | $56,663 | $53,869 | $53,869 |
| 3000 KINDER MORGAN | 2012-01-06 | 2018-04-24 | $49,345 | $99,169 | -$49,824 | -$49,824 |
| 5000 KINDER MORGAN | 2012-01-11 | 2018-04-24 | $82,241 | $169,185 | -$86,944 | -$86,944 |
| 1000 PHILIP MORRIS INTL | 2011-12-05 | 2018-04-24 | $81,631 | $75,670 | $5,961 | $5,961 |
| 6000 SIEMENS A G - ADR | 2012-05-16 | 2018-06-04 | $396,058 | $246,086 | $149,972 | $149,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$31,281 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $354,799 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,374,936 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.149393 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $287,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,322,452 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123615 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $272,640 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,718,303 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100298 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $270,807 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,753,776 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $266,720 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,644,174 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100871 | DistributionYr5Rt |
| Total Distribution | 0.572517 | TotalDistributionRt |
| Average Distribution | 0.114503 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,210,428 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $253,101 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $253,506 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $381,425 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $595 | OverpaymentAmt |
| Applied To ES Tax | $595 | 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 | Yes (1) | 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 |
| Individual With Books | RUSSELL FUCHS | IndividualWithBooksNm |
| Phone | 9145920055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 BANKS NORTH ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06430 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL FUCHS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 BANKS ROAD NORTH | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,220,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,244,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,244,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,210,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $405 | TotalTaxAmt |
| Distributable Before Adj | $110,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,116 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,116 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $381,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $381,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $405 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $381,020 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $137,391 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $134,144 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $171,787 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $236,904 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $818,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $381,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,116 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $271,309 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,089,980 | 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 | $137,391 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $952,589 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $134,144 | ExcessFromYear4Amt |
| Excess From Year3 | $138,445 | ExcessFromYear3Amt |
| Excess From Year2 | $171,787 | ExcessFromYear2Amt |
| Excess From Year1 | $236,904 | ExcessFromYear1Amt |
| Excess From Current Year | $271,309 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUSSELL FUCHS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOCA RATON GOLF CHARITIES | |||||||
| 1141 S ROGERS AVE | BOCA RATON | FL | 33487 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 |
| FRECHMAN'S CREEK CHARITY FOUNDATION | |||||||
| 13495 TOURNAMENT DRIVE | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,200 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 210 S OLD DIXIE HWY | JUPITER | FL | 33458 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| BOYS AND GIRLS CLUB RIVIERA BEACH | |||||||
| 221 W 13TH STREET | RIVIERA BEACH | FL | 33404 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE FOUNDATION | |||||||
| 600 COLUMBUS AVENUE APT 9H | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| AMERICAN ISRAEL EDUCATION FUND | |||||||
| 251 H STREET | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| DRAVET SYNDROME FOUNDATION | |||||||
| PO BOX 3026 | CHERRY HILL | NJ | 08034 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| FAIRFIELD COUNTY HOSPICE HOUSE | |||||||
| ONE DEN ROAD | STAMFORD | CT | 06903 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,725 |
| HABITAT FOR HUMANITY | |||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| HOLE IN THE WALL GANG | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| JEWISH SENIOR SERVICESJEWISH HOME FOR THE ELDERLY | |||||||
| 175 JEFFERSON STREET | FAIRFIELD | CT | 06825 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| NORMA F PHRIEM BREAST CARE CENTER INC | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | GENERAL FUND | $37,000 |
| PINK AID INC | |||||||
| P O BOX 5157 | WESTPORT | CT | 06881 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $381,425 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,424 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$31,281 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,323 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RUSSELL FUCHS | |||||||
| 1 | 975 BANKS NORTH RD | FAIRFIELD | CT | 06430 | $409,688 | Yes (X) | Yes (X) |
| RUSSELL FUCHS | |||||||
| 2 | 975 BANKS NORTH RD | FAIRFIELD | CT | 06430 | $612 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3000 SHARES VISA INC. | NoncashPropertyDesc |
| Fair Market Value | $413,640 | FairMarketValueAmt |
| Received | 2018-12-10 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6000 WALT DISNEY COMPANY | $238,783 | $657,900 |
| 1000 MASTER CARD | $14,002 | $188,650 |
| 2000 MOHAWK IND | $234,993 | $233,920 |
| 5000 STANLEY BLACK AND DECKER | $384,485 | $598,700 |
| 3000 VISA CL A | $409,688 | $395,820 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO 2017 COST BASIS CHANGED BY BROKER IN SUBSEQUENT YEAR | Desc |
| Amt | $383,906 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $157,828 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DUE TO THE SHUTDOWN OF THE COMPUTER TAX SOFTWARE PLATFORM FOR SECURITY REASONS THAT LASTED SEVERAL DAYS, THE IRS HAS GRANTED A ONE WEEK EXTENSION UNTIL MAY 22, 2019. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $3,635 | $3,635 | $0 |
| EXCISE TAX | $612 | $612 | $0 |
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