ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC (EIN 06-1552087)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-08-13
- IRS object ID
- 201822259349100117
- Schema version
- 2017v2.2
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-13T09:52:28-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2018-08-13 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,928,769 | 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 | $93,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $724,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,332,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $724,547 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $818,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $818,140 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,386 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,386 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,386 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $327 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,386 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,199 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,872 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $668,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $814,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,576 | CashBOYAmt |
| Cash EOY | $18,779 | CashEOYAmt |
| Cash EOYFMV | $18,779 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,338,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,338,905 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $607,925 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $81,475 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $85,025 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $84,626 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $483,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $417,820 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $486,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,191,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,860,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,928,769 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,191,588 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,860,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,191,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,860,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,191,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,860,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,191,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $668,941 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,860,529 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,860,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| capital gain distributions | P | 2010-01-01 | 2017-12-06 | $699 | $699 | $699 | |
| 13150 SHARES VERIZON COMMUNICATIOS | P | 2010-01-10 | 2018-06-11 | $643,845 | $35,920 | $35,920 | $607,925 |
| 27272 SHARES VODAFONE GROUP | P | 2010-01-10 | 2018-06-11 | $687,928 | $687,928 | $687,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $724,547 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,612 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,896,449 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06149 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,069 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,151,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05255 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $120,708 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,262,413 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05335 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,555 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,461,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04006 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,512 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $489,445 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06847 | DistributionYr5Rt |
| Total Distribution | 0.275925 | TotalDistributionRt |
| Average Distribution | 0.055185 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,050,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,130 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,148 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,278 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,872 | 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 | $8,148 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,148 | SubtotalAmt |
| Tax Based On Investment Income | $8,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,247 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,247 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,099 | OverpaymentAmt |
| Applied To ES Tax | $6,099 | 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 | Dawn Griswold | 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 |
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 | $2,038,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,081,228 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,081,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,050,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,148 | TotalTaxAmt |
| Distributable Before Adj | $94,353 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,353 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,353 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,872 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $148,872 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,148 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $140,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,353 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,966 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $9,085 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,716 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,480 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,247 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,872 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,519 | RemainingDistriFromCorpusAmt |
| Total Corpus | $101,766 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,966 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,800 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,085 | ExcessFromYear3Amt |
| Excess From Year2 | $7,716 | ExcessFromYear2Amt |
| Excess From Year1 | $23,480 | ExcessFromYear1Amt |
| Excess From Current Year | $54,519 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 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 | $4,600 |
| EDNA SCHWARTZ SCHOLARSHIP FUND | |||||||
| 101 West 79th Street | New York | NY | 10024 | none | Public | General Use | $5,000 |
| Hartford Hospital | |||||||
| 80 Seymour Street | Hartford | CT | 06102 | BOARD MEMBER | PUBLIC | General Use | $10,000 |
| Jewish National Fund | |||||||
| 42 East 69th street | New York | NY | 10021 | none | PUBLIC | General Use | $1,500 |
| INTENSIVE EDUCATIONAL ACADEMY | |||||||
| 840 N MAIN STREET | WEST HARTFORD | CT | 06117 | none | PUBLIC | GENERAL USE | $360 |
| AGAHOZO-SHALOM YOUTH VILLAGE | |||||||
| 198 SEVENTH AVENUE | NEW YORK | NY | 10018 | none | PC | GENERAL USE | $1,000 |
| MEOR | |||||||
| 162 WEST 54TH STREET | NEW YORK | NY | 10019 | none | PUBLIC | GENERAL USE | $1,000 |
| Solomon Schechter Day School | |||||||
| 26 BUENA VISTA ROAD | WEST HARTFORD | CT | 06107 | trustee | PUBLIC | GENERAL USE | $32,635 |
| CORNELL UNIVERSITY | |||||||
| 300 DAY HALL | ITHACA | NY | 14853 | graduate | PUBLIC | GENERAL USE | $15,000 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 2100 M STREET | WASHINGTON | DC | 20052 | none | PUBLIC | GENERAL USE | $2,500 |
| THE JORDAN MATTHEW PORCO MEMORIAL F | |||||||
| 225 ASYLUM STREET | HARTFORD | CT | 06103 | none | PUBLIC | GENERAL USE | $1,500 |
| LOOMIS CHAFFEE | |||||||
| 4 BATCHEIDER ROAD | WINDSOR | CT | 06095 | graduate | PUBLIC | GENERAL USE | $5,000 |
| MAKE A WISH FOUNDATION | |||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | none | PUBLIC | GENERAL USE | $500 |
| TUFTS UNIVERSITY | |||||||
| BALLOU HALL | MEDFORD | MA | 02155 | graduate | PUBLIC | GENERAL USE | $2,500 |
| UConn Foundation | |||||||
| 2390 Alumni Drive | Storrs | CT | 06269 | FORMER TRUSTEE | PC | General Use | $16,385 |
| Wadswort Atheneum Museum of Art | |||||||
| 600 main street | Hartford | CT | 06103 | none | PC | General Use | $2,500 |
| HARTFORD SYMPHONY ORCHESTRA | |||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $2,500 |
| ELIZEBETH PARK CONSERVANCY | |||||||
| 1561 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | none | PC | GENERAL USE | $100 |
| COLUMBIA LAW SCHOOL | |||||||
| 435 WEST 116TH STREET | NEW YORK | NY | 10027 | ALUMNI | PC | GENERAL USE | $10,000 |
| JEWISH FEDERATION OF GREATER HARTFO | |||||||
| 333 BLOOMFIED AVE | WEST HARTFORD | CT | 06117 | TRUSTEE | PC | GENERAL USE | $868 |
| SYRACUSE UNIVERSITY | |||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | none | PC | GENERAL USE | $15,000 |
| FOODSHARE INC | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06002 | none | PC | GENERAL USE | $360 |
| THE FIRST TEE OF CT | |||||||
| 55 GOFT CLUB ROAD | CROMWELL | CT | 06416 | none | PC | GENERAL USE | $180 |
| BETH EL TEMPLE | |||||||
| 2626 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | MEMBER | PC | GENERAL USE | $1,500 |
| FRIENDS OF THE ISRAEL DEFENSE | |||||||
| 8177 GLADES ROSD | BOCA RATON | FL | 33434 | none | PC | GENERAL USE | $1,800 |
| AURORA WOMEN AND GIRLS FOUNDATION | |||||||
| 80 S MAIN STREET | WEST HARTFORD | CT | 06107 | none | PC | GENERAL USE | $500 |
| UNITED STATES HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | none | PC | GENERAL USE | $360 |
| 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 |
| PLANNED PARENTHOOD | |||||||
| 1030 NEW BRITAIN AVENUE | WEST HARTFORD | CT | 06110 | none | PC | GENERAL USE | $500 |
| JEWISH STUDENT UNION | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | none | PC | GGENERAL USE | $1,000 |
| CHABAD HOUSE | |||||||
| 2352 ALBANY AVENUE | WEST HARTFORD | CT | 06117 | none | PC | GENERAL USE | $720 |
| CONNECTICUT cHILDREN'S MEDICAL CENT | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $100 |
| HEBREW HIGH SCHOOL OF NEW ENGLAND | |||||||
| 300 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | none | PC | GENERAL USE | $1,038 |
| JCC ASSOCIATION OF NORTH AMERICA | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | MEMBER | PC | GENERAL USE | $300 |
| CHILDRENS READERS PARTNERS | |||||||
| 333 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | none | PC | GENERAL USE | $500 |
| AVON UNICO | |||||||
| 162 TOWN FARM ROAD | FARMINGTON | CT | 06032 | none | PC | GENERAL USE | $180 |
| CHARTER OAK CULTURAL CENTER | |||||||
| 21 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | none | PC | GENERAL USE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,486 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $724,547 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $724,547 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $818,140 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| doubleline total return bond fund | $41,755 | $40,222 |
| PIMCO INCOME FUND INST | $43,270 | $44,404 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| matthews asia dividend fund | AT COST | $25,827 | $33,025 |
| i shares msci acwi etf | AT COST | $223,039 | $284,480 |
| FIMM MMKT INS CL | AT COST | $168,954 | $168,954 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK SERVICE CHARGES | $60 |
| OFFICE SUPPLIES | $267 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $3,386 | Amt |
| Net Investment Income | $3,386 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,386 | DisbursementsCharitablePrpsAmt |