ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ERIC & JESSICA ZACHS FAMILY FOUNDATIONS INC (EIN 06-1552087)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201443189349101809
- Schema version
- 2013v3.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T14:15:44-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barry C Broden CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Woodland Street | AddressLine1 |
| City | Hartford | City |
| State | CT | State |
| ZIP Code | 06105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Hartford | City |
| State | CT | State |
| ZIP Code | 06105 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Zachs | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-14 | 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 | 8607275736 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,223,366 | 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 | $1,919,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $262,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,072 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,191,900 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,400 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,000 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $400 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,126,960 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $266,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,432 | CashBOYAmt |
| Cash EOY | $280,505 | CashEOYAmt |
| Cash EOYFMV | $280,505 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,216 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $41,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $607,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,554,042 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $35,763 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $36,328 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $366,660 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $331,828 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $352,491 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $489,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,256,021 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,223,366 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $489,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,256,021 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $489,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,256,021 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $489,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,256,021 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $489,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,126,960 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,616,405 | SubtotalAmt |
| Other Decreases | $1,360,384 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,256,021 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Fidelity Statement | P | 2014-01-02 | 2014-06-30 | $4,104 | $4,104 | $4,104 |
| Fidelity Statement | P | 2013-01-02 | 2014-06-30 | $5,968 | $5,968 | $5,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,072 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,104 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,512 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $489,445 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06847 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,112 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $492,674 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05300 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,377 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $525,877 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04065 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,321 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $500,561 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10253 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $577 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $468,849 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00123 | DistributionYr5Rt |
| Total Distribution | 0.26588 | TotalDistributionRt |
| Average Distribution | 0.05318 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,461,598 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,722 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,660 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,382 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,555 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,320 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,320 | SubtotalAmt |
| Tax Based On Investment Income | $5,320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,053 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,053 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $705 | OverpaymentAmt |
| Applied To ES Tax | $705 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Hartford | City |
| State | CT | State |
| ZIP Code | 06105 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,301,474 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,483,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,483,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,461,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,320 | TotalTaxAmt |
| Distributable Before Adj | $67,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,555 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,555 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $58,555 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,760 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $27,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,868 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,966 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,555 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,555 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,205 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,205 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,316 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $27,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,482 | ExcessFromYear4Amt |
| Excess From Year2 | $1,868 | ExcessFromYear2Amt |
| Excess From Year1 | $6,966 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jewish Community Center | |||||||
| 335 Bloomfield Avenue | West Hartford | CT | 06117 | trustee | Public | General Use | $2,900 |
| Arthritus Foundation | |||||||
| 35 Cold Springs Road | Rocky Hill | CT | 06067 | none | Public | General Use | $1,720 |
| SAINT FRANCIS FOUNDATION | |||||||
| 95 WOODLAND STREET | hARTFORD | CT | 06105 | trustee | PUBLIC | GENERAL USE | $1,750 |
| NUTMEG BIG BROTHERSBIG SISTERS | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | none | PUBLIC | GENERAL USE | $3,000 |
| INTENSIVE EDUCATIONAL ACADEMY | |||||||
| 840 N MAIN STREET | WEST HARTFORD | CT | 06117 | none | PUBLIC | GENERAL USE | $180 |
| JIMMY FUND | |||||||
| 10 BROOKLINE PL | BROOKLINE | MA | 02445 | PUBLIC | GENERAL USE | $100 | |
| AGAHOZO-SHALOM YOUTH VILLAGE | |||||||
| 198 SEVENTH AVENUE | NEW YORK | NY | 10018 | none | PUBLIC | GENERAL USE | $750 |
| MEOR | |||||||
| 162 WEST 54TH STREET | NEW YORK | NY | 10019 | none | PUBLIC | GENERAL USE | $3,600 |
| SOLOMAN SCHECHTER DAY SCHOOL | |||||||
| 26 BUENA VISTA ROAD | WEST HARTFORD | CT | 06107 | trustee | PUBLIC | GENERAL USE | $18,000 |
| CORNELL UNIVERSITY | |||||||
| 300 DAY HALL | ITHACA | NY | 14853 | graduate | PUBLIC | GENERAL USE | $12,000 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 2100 M STREET | WASHINGTON | DC | 20052 | none | PUBLIC | GENERAL USE | $5,000 |
| THE JORDAN MATTHEW PORCO MEMORIAL F | |||||||
| 225 ASYLUM STREET | HARTFORD | CT | 06103 | none | PUBLIC | GENERAL USE | $500 |
| KINGSWOOD OXFORD SCHOOL | |||||||
| 170 KINGSWOOD ROAD | WEST HARTFORD | CT | 06119 | none | PUBLIC | GENERAL USE | $500 |
| LOOMIS CHAFFEE | |||||||
| 4 BATCHEIDER ROAD | WINDSOR | CT | 06095 | graduate | PUBLIC | GENERAL USE | $5,000 |
| THE CHILDRENS MUSEUM | |||||||
| 950 TROUT BROOK DRIVE | WEST HARTFORD | CT | 06119 | none | PUBLIC | GENERAL USE | $360 |
| MAKE A WISH FOUNDATION | |||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | none | PUBLIC | GENERAL USE | $500 |
| CONNECTICUT GOLF FOUNDATION | |||||||
| 55 GOLF CLUB ROAD | CROMWELL | CT | 06416 | none | PUBLIC | GENERAL USE | $180 |
| TUFTS UNIVERSITY | |||||||
| BALLOU HALL | MEDFORD | MA | 02155 | graduate | PUBLIC | GENERAL USE | $1,500 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | none | PUBLIC | GENERAL USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,540 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,328 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,072 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $262,328 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,072 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $272,400 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ERIC M ZACHS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 NORWOOD ROAD | AddressLine1 |
| City | W HARTFORD | City |
| State | CT | State |
| ZIP Code | 06117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,919,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 50,000 Shares of Vodafone Group ADRs | NoncashPropertyDesc |
| Fair Market Value | $1,919,500 | FairMarketValueAmt |
| Received | 2014-02-20 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | doubleline total return bond fund | BondNm |
| EOY Book Value | $35,763 | EOYBookValueAmt |
| EOYFMV | $36,328 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| verizon communicatios | $607,925 | $643,430 |
| vodafone group | $910,612 | |
| healthcare trust amer inc cl a | ||
| kkr fin hldgs | ||
| pembina pipelinecorp com npv | ||
| i shares tr high divid equity fd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN CHASE ALERIAN MLP INDEX ETN | AT COST | ||
| FIDELITY SECS FD REAL ESTATE INC FD | AT COST | ||
| PIMCO FDS REALEST REALRET STRAT FD INSTL | AT COST | ||
| PUTNAM FUNDS CAPITAL SPECTRUM FUND Y | AT COST | ||
| TEMPLETON INCOME TR GLOBAL BOND ADVISOR | AT COST | $41,437 | $41,368 |
| matthews asia dividend fund | AT COST | $22,051 | $24,803 |
| jpmorgan strategic income opp select | AT COST | $45,301 | $45,280 |
| i shares msci acwi etf | AT COST | $223,039 | $241,040 |
| invesco global real estate income cl y | AT COST | ||
| allianz gi convertible inst | AT COST | ||
| dws rreef global infa instl | AT COST | ||
| hennessy gas utility investor | AT COST | ||
| ivy high income class | AT COST | ||
| ivy science &tech fund cl i | AT COST | ||
| mainstay marketfield fund | AT COST | ||
| matthews asia strategic inc invt | AT COST | ||
| pimco income fund institutional fund | AT COST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | difference in vodafone basis from fair market value | Description |
| Amount | $1,360,384 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $15 | $15 | $15 |
| Investment Expenses | $385 | $385 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | federal taxes | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |