ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC (EIN 06-1552087)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-04
- IRS object ID
- 201643099349100014
- Schema version
- 2015v2.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-04T08:27:18-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-07-01 | 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 | 2016-11-04 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,200,487 | 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 |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,729 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $94 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $117,461 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,541 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,024 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,024 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,024 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $20,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,024 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,184 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,517 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $243,352 | CashBOYAmt |
| Cash EOY | $19,945 | CashEOYAmt |
| Cash EOYFMV | $19,945 | CashEOYFMVAmt |
| Corporate Stock BOY | $607,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $607,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,576,722 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,383 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $77,744 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $78,715 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $336,157 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $517,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $525,105 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,224,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,223,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,200,487 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,224,817 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,223,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,224,817 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,223,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,224,817 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,223,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,224,817 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,753 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,223,064 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,223,064 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3951.848 JPMORGAN STRTEGIC INC OPP | P | 2014-07-01 | 2015-12-24 | $43,921 | $47,004 | -$3,083 | -$3,083 |
| 3388.947 templeton global bond advisor | P | 2014-05-01 | 2016-01-07 | $38,448 | $44,899 | -$6,451 | -$6,451 |
| capital gain distributions | P | 2014-01-01 | 2015-12-10 | $360 | $360 | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,174 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $120,708 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,262,413 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05335 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,555 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,461,598 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04006 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,512 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $489,445 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06847 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,112 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $492,674 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,377 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $525,877 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04065 | DistributionYr5Rt |
| Total Distribution | 0.255536 | TotalDistributionRt |
| Average Distribution | 0.051107 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,151,656 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,965 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,115 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,080 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,184 | 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 | $1,115 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,115 | SubtotalAmt |
| Tax Based On Investment Income | $1,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,207 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,207 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,092 | OverpaymentAmt |
| Applied To ES Tax | $15,092 | 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 | $1,908,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,184,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,184,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,151,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,115 | TotalTaxAmt |
| Distributable Before Adj | $106,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,184 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $114,184 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,115 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $113,069 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,468 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,966 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $9,085 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,184 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $25,635 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $25,635 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,868 | ExcessFromYear4Amt |
| Excess From Year3 | $6,966 | ExcessFromYear3Amt |
| Excess From Year1 | $9,085 | ExcessFromYear1Amt |
| Excess From Current Year | $7,716 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 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 | $3,600 |
| Arthritus Foundation | |||||||
| 35 Cold Springs Road | Rocky Hill | CT | 06067 | none | Public | General Use | $1,000 |
| 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 |
| JIMMY FUND | |||||||
| 10 BROOKLINE PL | BROOKLINE | MA | 02445 | none | PUBLIC | GENERAL USE | $380 |
| 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 | $25,000 |
| 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 | TRUSTEE | PC | General Use | $10,000 |
| Wadswort Atheneum Museum of Art | |||||||
| 600 main street | Hartford | CT | 06103 | 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 | $1,180 |
| SYRACUSE UNIVERSITY | |||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | ALUMNI | 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 | PC | GENERAL USE | $180 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,160 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,516 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,174 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $126,635 | ExclusionAmt |
| Related Or Exempt Function Incm | -$9,174 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,461 | 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 | $38,860 | $39,225 |
| PIMCO INCOME FUND INST | $38,884 | $39,490 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| verizon communicatios | $607,925 | $734,290 |
| vodafone group | $842,432 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TEMPLETON INCOME TR GLOBAL BOND ADVISOR | AT COST | ||
| matthews asia dividend fund | AT COST | $23,297 | $25,972 |
| jpmorgan strategic income opp select | AT COST | ||
| i shares msci acwi etf | AT COST | $223,039 | $224,920 |
| FIMM MMKT INS CL | AT COST | $271,114 | $274,213 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $94 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment expenses | CategoryTxt |
| Amt | $15,024 | Amt |
| Net Investment Income | $15,024 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,024 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $5,000 | Amt |