FUCHS FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FUCHS FAMILY FOUNDATION INC (EIN 31-1803252)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-25
- IRS object ID
- 201812989349100306
- Schema version
- 2017v2.3
- 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 Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-25T11:17:43-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-10-24 | 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 | 2018-10-24 | 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 | 2018-10-24 | IPDt |
| IP Tm | 11:27:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4464CDCAA5233541D60BAC959D84D22127AA2D23 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,903,920 | 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 | $428,260 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $166 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $166 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,212 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $474,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,378 | 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 | $750 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $750 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,055 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $355,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $355,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $359,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $355,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $115,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $338,681 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,270,041 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,882,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,903,920 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,608,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,882,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,903,920 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $157,828 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $157,828 | 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 | $1,608,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,724,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,608,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,724,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,608,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,882,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,608,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $115,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,724,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,724,330 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $287,090 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,322,452 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123615 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $272,640 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,718,303 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $270,807 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,753,776 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.098340 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $266,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,644,174 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100871 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $142,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,522,797 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056338 | DistributionYr5Rt |
| Total Distribution | 0.479462 | TotalDistributionRt |
| Average Distribution | 0.095892 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,374,936 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $227,737 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $426 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $228,163 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $355,225 | 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 | $426 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $426 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $426 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $814 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $814 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $388 | OverpaymentAmt |
| Applied To ES Tax | $388 | 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 |
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 | $2,209,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,411,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,411,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,374,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $426 | TotalTaxAmt |
| Distributable Before Adj | $118,321 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,321 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,321 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $355,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $355,225 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $426 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $354,799 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,321 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,237 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $137,391 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $134,144 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,445 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $171,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $599,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $355,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,321 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $236,904 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $835,908 | 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 | $17,237 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $818,671 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,391 | ExcessFromYear4Amt |
| Excess From Year3 | $134,144 | ExcessFromYear3Amt |
| Excess From Year2 | $138,445 | ExcessFromYear2Amt |
| Excess From Year1 | $171,787 | ExcessFromYear1Amt |
| Excess From Current Year | $236,904 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE FOUNDATION | |||||||
| 600 COLUMBUS AVENUE APT 9H | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| AMERICAN ISRAEL EDUCATION FUND | |||||||
| 251 H STREET | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL FUND | $60,000 |
| CHORDOMA FOUNDATION | |||||||
| PO BOX 2127 | DURHAM | NC | 27702 | NONE | PUBLIC CHARITY | GENERAL FUND | $32,500 |
| FAIRFIELD COUNTY HOSPICE HOUSE | |||||||
| ONE DEN ROAD | STAMFORD | CT | 06903 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,625 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 100 CROSBY PKWY | COVINGTON | KY | 41015 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| FURRY FRIENDS ADOPTIONS AND CLINICS | |||||||
| 401 MAPLEWOOD DRIVE | JUPITER | FL | 33558 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| HOLE IN THE WALL GANG | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| JEWISH SENIOR SERVICESJEWISH HOME FOR THE ELDERLY | |||||||
| 175 JEFFERSON STREET | FAIRFIELD | CT | 06825 | NONE | PUBLIC CHARITY | GENERAL FUND | $13,500 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | NONE | PRIVATE UNIVERSITY | GENERAL FUND | $15,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| NORMA F PHRIEM BREAST CARE CENTER INC | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | GENERAL FUND | $65,000 |
| PINK AID INC | |||||||
| P O BOX 5157 | WESTPORT | CT | 06881 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SHATTERPROOF | |||||||
| 101 MERRITT 7 CORPORATE PARK | NORWALK | CT | 06851 | NONE | PUBLIC CHARITY | GENERAL FUND | $51,400 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| BRIDGEPORT HOSPITAL FUND | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,100 |
| HABITAT FOR HUMANITY | |||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,000 |
| WESTPORT ARTS CENTER | |||||||
| 51 RIVERSIDE AVENUE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| MET PGA FOUNDATION | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | GENERAL FUND | $9,600 |
| INSPIRICA | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $355,225 | 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 | $166 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,212 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,378 | 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 | $148,960 | Yes (X) | Yes (X) |
| RUSSELL FUCHS | |||||||
| 2 | 975 BANKS NORTH RD | FAIRFIELD | CT | 06430 | $279,300 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHS PF MASTERCARD INC CL A; FMV ON DATE OF TRANSFER: 149450 | $148,960 | 2017-12-07 |
| 2 | 1000 SHS MOHAWK INDS INC; FMV ON DATE OF TRANSFER: 280320 | $279,300 | 2017-12-07 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE 2 ATTACHED | StockNm |
| EOY Book Value | $1,882,158 | EOYBookValueAmt |
| EOYFMV | $2,903,920 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $157,828 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | CategoryTxt |
| Amt | $3,055 | Amt |
| Net Investment Income | $3,055 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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