JOHN AND ETHEL KASHULON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND ETHEL KASHULON FOUNDATION (EIN 82-2658347)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349102781
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:17:31-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822658347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The John and Ethel Kashulon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Murray | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,258,321 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,090,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,090,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$136,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,153,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $959,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,096,006 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $271,752 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $271,752 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $41,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,181 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,477 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,477 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $413 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $405,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $275,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,804,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,804,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,209,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $275,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,896,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,250,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $820,660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,784,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $861,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $861,102 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,244 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,673 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,244 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,244 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $394,647 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $491,923 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $493,237 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,058,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,780,422 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,030,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,958,983 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,809,324 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,868,395 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $34,198,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,948,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,258,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $34,198,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,948,015 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,198,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,948,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,198,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,948,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,198,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,250,451 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,948,015 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,948,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $7,153,313 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,255,917 | CostOrOtherBasisAmt |
| Gain Or Loss | -$102,604 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$102,604 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$102,604 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,407 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,407 | SubtotalAmt |
| Tax Based On Investment Income | $11,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $307 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,407 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Refund | $0 | RefundAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | https://kashulonfoundation.org/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| George Benington | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $11,000 | $0 | $0 |
| Gail Kashulon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 2.0 | $11,000 | $0 | $0 |
| Christian Le Bris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 2.0 | $11,000 | $0 | $0 |
| Martin McLaughlin Sr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $0 | $0 | $0 |
| James P Murray | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 2.0 | $11,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WRIGHT STREET 3RD FL | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068803100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $271,752 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,762,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $789,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,551,414 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,551,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $638,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,913,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,095,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,095,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,407 | TotalTaxAmt |
| Distributable Before Adj | $2,084,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,084,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,084,250 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,896,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,896,761 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,084,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,873,405 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $1,896,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,873,405 | AppliedToYear1Amt |
| Applied To Current Year | $23,356 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,060,894 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS ACADEMY INC | |||||||
| 500 STATE ST | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $50,000 |
| ANCHOR ACADEMY INC | |||||||
| PO BOX 774 | NORWALK | CT | 06852 | N/A | PC | financial aid fund | $50,000 |
| BIG BROTHERS BIG SISTERS OF CONNECTICUT INC | |||||||
| 34 SEQUASSEN ST STE 202 | HARTFORD | CT | 06106 | N/A | PC | mentoring programs in Bridgeport, CT | $50,000 |
| BRIDGEPORT HOSPITAL FOUNDATION INC | |||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | N/A | PC | Bringing Technology to Life Project, which will modernize the hospital's Heart and Vascular Center, with new cardiac and stroke technology | $50,000 |
| CARDINAL SHEHAN CENTER | |||||||
| 1494 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | After School and Saturday program | $75,000 |
| CAROLINE HOUSE INC | |||||||
| 574 STILLMAN ST | BRIDGEPORT | CT | 06608 | N/A | PC | Mother and Child Literacy Program | $25,000 |
| CATHOLIC ACADEMY OF BRIDGEPORT | |||||||
| 63 PEQUONNOCK ST | BRIDGEPORT | CT | 06604 | N/A | PC | Merit Pay Teacher Compensation and Retention Program | $25,000 |
| CATHOLIC ACADEMY OF BRIDGEPORT INC | |||||||
| 63 PEQUONNOCK ST | BRIDGEPORT | CT | 06604 | N/A | PC | success pay Teacher Compensation and Retention initiative | $35,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| PO BOX 5278 | HARLAN | IA | 52772 | N/A | PC | Driving Mission Agility, Strengthening Families and Empowering Youth initiatives | $100,000 |
| CHRIST CHURCH | |||||||
| 120 E EDENTON ST | RALEIGH | NC | 27601 | N/A | PC | Wake Relief fund to purchase equipment for the new Market Pantry | $25,000 |
| CIRCLE OF CARE FOR FAMILIES WITH CANCER | |||||||
| 144 DANBURY RD | WILTON | CT | 06897 | N/A | PC | Lifeline Emergency Fund | $45,000 |
| CONNECT US INC | |||||||
| 1000 LAFAYETTE BLVD 2ND FL | BRIDGEPORT | CT | 06604 | N/A | PC | To provide support for Connect-Us Academy | $10,000 |
| COVENANT SCHOOL OF BRIDGEPORT INC | |||||||
| 192 WHITNEY ST | HARTFORD | CT | 06105 | N/A | PC | salary funds to support one math and science teacher and one AmeriCorp teaching fellow | $80,000 |
| DISCOVERY MUSEUM INC | |||||||
| 4450 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | Summer Program | $10,000 |
| EXCHANGE CLUB CENTER FOR THE PREV OF CHILD ABUSE O | |||||||
| 141 FRANKLIN ST | STAMFORD | CT | 06901 | N/A | PC | ongoing operation fund | $20,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | N/A | PC | To help fund scholarships for students enrolled in the University's Computer Science program at Fairfield Bellarmine, with a focus on low-income students from Bridgeport, CT | $75,000 |
| FOUNDATIONS IN EDUCATION INC | |||||||
| 1 WATERVIEW DR STE 103 | SHELTON | CT | 06484 | N/A | PC | Bishop's Scholarship Fund | $50,000 |
| FUTURE 5 INC | |||||||
| 4 LANDMARK SQ | STAMFORD | CT | 06901 | N/A | PC | Next Track program, which identifies and offers career counseling to students not on a college track | $75,000 |
| FUTURE 5 INC | |||||||
| 4 LANDMARK SQ | STAMFORD | CT | 06901 | N/A | PC | Next Track - Phase 2 program, which identifies and offers career counseling to students who are not on a college track | $50,000 |
| GREATER CONNECTICUT YOUTH ORCHESTRAS INC | |||||||
| PO BOX 645 | FAIRFIELD | CT | 06824 | N/A | PC | scholarship funds | $5,000 |
| HORIZONS BRIDGEPORT | |||||||
| 1057 BROAD ST | BRIDGEPORT | CT | 06604 | N/A | PC | To support the Horizons Sacred Heart University (HSHU) expanded program | $30,000 |
| KIDS IN CRISIS INC | |||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | Safe Haven program | $75,000 |
| MCGIVNEY COMMUNITY CENTER INC | |||||||
| 338 STILLMAN ST | BRIDGEPORT | CT | 06608 | N/A | PC | After School Program | $25,000 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | Adult Education Program | $55,000 |
| NEW CANAAN COMMUNITY FOUNDATION INC | |||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | The John and Ethel Kashulon Foundation Fund | $11,000 |
| NEW CANAAN COMMUNITY FOUNDATION INC | |||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | To assist with operating funds for the New Canaan Parent Support Group | $5,000 |
| NEW CANAAN LAND CONSERVATION TRUST INC | |||||||
| 58 PINE ST | NEW CANAAN | CT | 06840 | N/A | PC | Future 5 Summer Steward Internship program | $25,000 |
| NEW CANAAN LIBRARY INC | |||||||
| 151 MAIN ST | NEW CANAAN | CT | 06840 | N/A | PC | New Canaan Library Capital Campaign | $25,000 |
| NEW CANAAN NATURE CENTER ASSOCIATION INC | |||||||
| 144 OENOKE RDG | NEW CANAAN | CT | 06840 | N/A | PC | Center's Haley Project, which brings low-income youth into an environment where they can connect to the natural world | $10,000 |
| NORTH RALEIGH MINISTRIES INC | |||||||
| 9650 STRICKLAND RD STE 175 | RALEIGH | NC | 27615 | N/A | PC | To help fund the purchase and stocking of a new walk-in freezer for the food pantry | $35,000 |
| NORWALK HOUSING FOUNDATION INC | |||||||
| PO BOX 508 | NORWALK | CT | 06856 | N/A | PC | College Scholarship Program | $30,000 |
| PATRONS OF THE TRUMBULL NATURE & ARTS CENTER | |||||||
| PO BOX 110438 | TRUMBULL | CT | 06611 | N/A | PC | to support Environmental and STEM education field trips and in-school programs to benefit underserved Connecticut youth | $30,000 |
| PIVOT MINISTRIES INC | |||||||
| 485 JANE ST | BRIDGEPORT | CT | 06608 | N/A | PC | to support a full-time on-campus Counseling Director to address the root causes behind addiction | $25,000 |
| SHEPHERDS INC | |||||||
| 1172 POST RD | FAIRFIELD | CT | 06824 | N/A | PC | scholarship funds for six students at Kolbe Cathedral High School | $30,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 51 BLOSSOM ST | BOSTON | MA | 02114 | N/A | PC | Funds for treatments | $15,000 |
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||
| 2666 STATE ST STE 1 | HAMDEN | CT | 06517 | N/A | PC | 2025 Health & Wellness Programs and Initiatives | $25,000 |
| SS CYRIL & METHODIUS CHURCH | |||||||
| 79 CHURCH ST | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $1,000 |
| ST CATHERINE CENTER FOR SPECIAL NEEDS INC | |||||||
| 760 TAHMORE DR | FAIRFIELD | CT | 06825 | N/A | PC | To purchase a new van for transporting students and adults | $42,350 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | To support treatment of childhood cancer and other life-threatening disease | $10,000 |
| ST ALOYSIUS CHURCH CORPORATION | |||||||
| 40 MAPLE ST | NEW CANAAN | CT | 06840 | N/A | PC | To help fund the church's Faith-Based Education Initiatives, including the creation of an innovative curriculum in grades pre-K through 6 | $100,000 |
| SVMC HOLDINGS INC | |||||||
| 389 JOHN DOWNEY DR | NEW BRITAIN | CT | 06051 | N/A | PC | Hartford HealthCare Medical Mission program in the Fairfield Region | $60,000 |
| THE CARVER INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | N/A | PC | Kick Off to Kindergarten project | $50,000 |
| THE CARVER INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | N/A | PC | To support the Bridgeport-Carver Partnership for Afterschool and Summer Learning project | $100,000 |
| THE CENTER FOR FAMILY JUSTICE INC | |||||||
| 753 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | N/A | PC | To fund one additional prevention educator | $50,000 |
| THE NEW CANAAN COMMUNITY YOUNG MENS CHRISTIAN ASSO | |||||||
| 564 S AVE | NEW CANAAN | CT | 06840 | N/A | PC | financial assistance program | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,804,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,271 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,090,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$136,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $959,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $959,535 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC - 5.250% - 08 | $101,743 | $101,422 |
| AMERICAN ELEC PWR INC SER J NO | $100,403 | $100,748 |
| BANK AMER CORP - 4.450% - 03/0 | $401,688 | $400,290 |
| BOEING CO - 5.705% - 05/01/204 | $100,416 | $107,460 |
| CAPITAL ONE FINL - 3.750% - 07 | $98,138 | $99,796 |
| CBS CORP - 4.000% - 01/15/2026 | $195,406 | $199,947 |
| CNA FINANCIAL CORP - 5.200% - | $151,232 | $151,086 |
| CVS HEALTH CORP - 6.000% - 06/ | $98,463 | $100,816 |
| DOMINION ENERGY INC SER B NOTE | $96,162 | $100,362 |
| DOWDUPONT INC - 4.725% - 11/15 | $103,328 | $101,591 |
| EDISON INTL - 4.125% - 03/15/2 | $47,011 | $49,428 |
| GENERAL MTRS FINL CO - 4.000% | $49,675 | $49,980 |
| GLOBAL PMTS INC - 5.300% - 08/ | $50,081 | $51,180 |
| HELMERICH PAYNE - 5.000% - 10/ | $99,704 | $99,338 |
| HUMANA INC NOTE - 4.875% - 04/ | $177,487 | $182,646 |
| HUMANA INC NOTE - 4.950% - 10/ | $105,022 | $106,264 |
| INTEL CORP - 4.800% - 10/01/20 | $105,342 | $106,693 |
| JEFFERIES FINANCIAL GROUP - 6. | $104,877 | $104,147 |
| JPMORGAN CHASE & CO - 5.000% - | $298,349 | $296,581 |
| KEURIG DR PEPPER INC - 5.150% | $100,543 | $100,409 |
| KROGER CO NOTE CALL MAKE WHOLE | $239,275 | $249,828 |
| MICRON TECHNOLOGY INC - 5.327% | $49,878 | $51,585 |
| MORGAN STANLEY - 4.350% - 09/0 | $151,314 | $150,263 |
| MYLAN NV - 3.950% - 06/15/2026 | $36,076 | $39,910 |
| ORACLE CORP NOTE - 3.250% - 11 | $95,338 | $97,827 |
| PHILIP MORRIS INTL INC NOTE - | $143,786 | $148,423 |
| TIME WARNER INC - 3.875% - 01/ | $194,298 | $199,500 |
| VERIZON COMMS - 4.329% - 09/21 | $96,991 | $100,851 |
| WELLS FARGO CO - 4.100% - 06/0 | $217,298 | $220,024 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $115,853 | $160,100 |
| ABBVIE INC | $197,289 | $456,980 |
| ADVANCED MICRO DEVICES INC | $305,013 | $513,984 |
| AES CORP | $104,596 | $78,870 |
| AIR PRODS & CHEM INC | $345,879 | $321,126 |
| ALEXANDRIA REAL ESTATE EQUITIE | $323,046 | $176,184 |
| ALPHABET INC CL C | $435,738 | $1,898,489 |
| AMAZON COM | $554,600 | $1,107,936 |
| AMERICAN BEACON SOUND POINT FL | $410,869 | $312,913 |
| AMERICAN ELECTRIC POWER INC | $116,311 | $149,903 |
| AMERICAN FDS, AMERICAN HIGH IN | $257,928 | $247,592 |
| AMERICAN FUNDS BALANCED PORT C | $1,128,623 | $1,440,712 |
| AMERICAN FUNDS GLOBAL GROWTH P | $392,804 | $571,748 |
| AMERICAN FUNDS GROWTH PORTFOLI | $425,474 | $635,345 |
| APPLE INC | $417,074 | $1,522,416 |
| ASML HOLDING NV NY REG SHS | $154,101 | $213,972 |
| AT&T, INC | $195,708 | $194,497 |
| AUTODESK, INC | $296,437 | $304,890 |
| BANK OF AMERICA CORP | $595,453 | $921,250 |
| BERKSHIRE HATHAWAY INC. CLASS | $320,736 | $376,988 |
| BOEING CO | $489,248 | $434,240 |
| BP PLC SPONSORED ADR | $182,471 | $156,285 |
| CHEVRON CORP | $501,300 | $540,293 |
| CISCO SYSTEMS INC | $448,552 | $770,300 |
| CITIGROUP INC | $304,770 | $583,450 |
| CITIZENS FINANCIAL GROUP, INC | $117,059 | $157,707 |
| CONAGRA FOODS INC | $166,131 | $86,550 |
| CONOCOPHILLIPS | $89,145 | $93,610 |
| CROWN CASTLE INTL | $148,639 | $88,870 |
| CSX CORP | $220,254 | $246,500 |
| DELL TECHNOLOGIES INC CLASS C | $223,073 | $251,760 |
| DOMINION ENERGY INC | $189,724 | $190,418 |
| DOW INC | $485,852 | $217,434 |
| DU PONT DE NEMOURS | $97,743 | $123,977 |
| DUKE ENERGY CO | $121,152 | $164,094 |
| EATON CORP PLC | $156,980 | $168,810 |
| EMERSON ELECTRIC CO | $303,277 | $384,888 |
| EVERSOURCE ENERGYINC | $146,592 | $161,592 |
| EXXON MOBIL CORP | $646,662 | $896,533 |
| FIDELITY ADVISOR REAL ESTATE I | $322,240 | $315,960 |
| FRANKLIN FTSE INDIA ETF | $100,584 | $125,418 |
| FRANKLIN RES INC | $207,556 | $238,900 |
| GOLDMAN SACHS GROUP | $133,723 | $439,500 |
| GSK PLC | $140,317 | $154,966 |
| HONEYWELL INTL | $250,626 | $323,849 |
| ILLINOIS TOOL WORKS | $50,257 | $78,816 |
| INTEL CORP | $815,505 | $590,400 |
| JOHNSON & JOHNSON | $986,320 | $1,303,785 |
| JP MORGAN CHASE | $526,373 | $1,256,658 |
| KINDER MORGAN INC | $363,840 | $514,063 |
| KRAFT HEINZ CO | $69,430 | $48,500 |
| LOCKHEED MARTIN CORP | $211,325 | $241,835 |
| MCDONALD'S CORP | $1,993,731 | $3,655,334 |
| MEDTRONIC PLC | $534,459 | $547,542 |
| MERCK & CO INC | $436,881 | $568,404 |
| META PLATFORMS INC | $166,453 | $198,027 |
| MICROSOFT CORP | $628,197 | $1,354,136 |
| MORGAN STANLEY | $269,458 | $710,120 |
| MORGAN STANLEY DIRECT LENDING | $51,000 | $49,440 |
| NEUBERGER BERMAN MID CAP GROWT | $32,811 | $24,159 |
| NEW WORLD FUND, INC (F2) | $139,844 | $193,426 |
| NEXTERA ENERGY, INC | $191,489 | $212,742 |
| PALO ALTO NETWORKS INC | $190,645 | $386,820 |
| PEPSICO INC | $358,060 | $374,587 |
| PFIZER INC | $681,744 | $410,850 |
| PPL CORPORATION | $135,630 | $157,590 |
| PROCTER GAMBLE CO | $530,399 | $807,552 |
| QNITY ELECTRONICS INC | $113,725 | $125,904 |
| QUALCOMM INC | $259,750 | $342,100 |
| RAYTHEON TECHNOLOGIES CORP | $487,699 | $1,100,400 |
| SOLSTICE ADVANCED MATERIALS IN | $61,044 | $20,161 |
| THE WENDY'S CO | $50,243 | $45,815 |
| TOTALENERGIES SE | $205,856 | $243,690 |
| TRUIST FINANCIAL CORPORATION | $555,137 | $664,335 |
| UNITED PARCEL SERVICE | $390,072 | $228,137 |
| UNITEDHEALTH GROUP INC | $79,473 | $82,528 |
| US BANCORP | $112,670 | $106,720 |
| VANGUARD FTSE EUROPEAN ETF | $255,910 | $342,801 |
| VERIZON COMMUNICATIONS | $490,674 | $366,570 |
| VISA INC | $516,381 | $929,382 |
| W. P. CAREY INC | $269,048 | $241,350 |
| WAL-MART STORES INC | $797,155 | $1,838,265 |
| WELLS FARGO & CO | $484,532 | $745,600 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $491,923 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $493,237 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $41,231 | $41,231 | |
| Bank Charges | $402 | $402 | |
| Indemnification Insurance | $1,727 | $1,727 | |
| Postage/Delivery Service | $149 | $138 | $11 |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $813 | $813 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $271,752 | Amt |
| Net Investment Income | $271,752 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $11,100 | |
| 990-PF Excise Tax for 2024 | $26,779 | |
| Foreign Tax Paid | $3,181 | $3,181 |