KURTZ FAMILY FOUNDATION TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KURTZ FAMILY FOUNDATION TRUST (EIN 90-0804736)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349102684
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:45:28-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061143555 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDS & ROWELLA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38C GROVE STREET | AddressLine1Txt |
| City | RIDGEFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | 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 | 900804736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KURTZ FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KURT | BusinessNameControlTxt |
| Phone | 2033277151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 660 | AddressLine1Txt |
| City | GEORGETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068290660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS T KURTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033277151 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT CRANE CPA | PreparerPersonNm |
| PTIN | P00210659 | PTIN |
| Phone | 2034380161 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $19,060,974 | 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 | $45,541 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,541 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,058,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,955,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,058,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,226,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,226,186 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $103,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,315 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $88,685 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,055 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $167,342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $160,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,319 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $271,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96,004 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $562,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $562,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $833,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $658,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,050,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,096 | CashBOYAmt |
| Cash EOY | $6,994 | CashEOYAmt |
| Cash EOYFMV | $6,994 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $358,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $615,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $615,888 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,570,690 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,047,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,438,092 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,935,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,670,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,060,974 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $103,000 | AccountsPayableEOYAmt |
| Grants Payable EOY | $186,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $289,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $5,935,748 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,380,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,935,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,380,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,935,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,670,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,935,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $52,000 | OtherIncreasesAmt |
| Subtotal | $6,380,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,380,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #6401 | 2025-12-31 | $1,256,834 | $1,523,677 | -$266,843 | -$266,843 | |
| MERRILL LYNCH #6401 | 2025-12-31 | $2,698,282 | $1,326,556 | $1,371,726 | $1,371,726 | |
| RETURN OF CAPITAL - ARES MANAGEMENT CORP (2025 NONDIVIDEND DISTRIBUTION) | 2025-12-31 | $12,909 | -$12,909 | -$12,909 | P | |
| RETURN OF CAPITAL - CLEARWAY ENERGY INC (2025 NONDIVIDEND DISTRIBUTION) | 2025-12-31 | $13,720 | -$13,720 | -$13,720 | P | |
| RETURN OF CAPITAL - TRANSDIGM GROUP INC (2025 NONDIVIDEND DISTRIBUTION) | 2025-12-31 | $20,119 | -$20,119 | -$20,119 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,058,135 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,606 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,606 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,606 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,475 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,475 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,869 | OverpaymentAmt |
| Applied To ES Tax | $3,869 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS T KURTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033277151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 660 | AddressLine1Txt |
| City | GEORGETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068290660 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS KURTZ | ||||||||
| P O BOX 574 | SPOFFORD | NH | 03462 | TRUSTEE | 0.50 | $49,000 | $0 | $0 |
| LISA TODD | ||||||||
| P O BOX 660 | GEORGETOWN | CT | 068290660 | TRUSTEE | 1.50 | $54,000 | $0 | $0 |
| 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 | $15,904,438 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,184,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,088,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,088,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,832,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $841,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $841,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,606 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,606 | TotalTaxAmt |
| Distributable Before Adj | $827,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $827,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $827,010 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $658,004 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $658,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $827,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $558,357 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $658,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $558,357 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $727,363 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 300 5TH AVE STE 6 | WALTHAM | MA | 02451 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| AMERICAN KIDNEY FUND | ||||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | NC | GENERAL SUPPORT | $20,000 | |
| ARTHRITIS NATIONAL RESEARCH FOUNDATION | ||||||||
| 5319 UNIVERSITY DRIVE | IRVINE | CA | 92612 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| BRIDGEPORT RESCUE MISSION | ||||||||
| PO BOX 9057 | BRIDGEPORT | CT | 066019057 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| BUILD ON | ||||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| CHESHIRE HEALTH FOUNDATION | ||||||||
| 580 COURT ST | KEENE | NH | 034311718 | NONE | NC | GENERAL SUPPORT | $25,000 | |
| CHESTERFIELD FIRE & RESCUE ASSOCIATION | ||||||||
| P O BOX 95 | CHESTERFIELD | NH | 034430059 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| CLIMATE SCIENCE LEGAL DEFENSE FUND | ||||||||
| 475 RIVERSIDE DR STE 244 | NEW YORK | NY | 10115 | NONE | NC | GENERAL SUPPORT | $25,000 | |
| COLBY | ||||||||
| COLBY COLLEGE OFFICE OF COLLEGE | WATERVILLE | ME | 04901 | NONE | NC | GENERAL SUPPORT | $10,000 | ADVANCEMENT 173 MAIN ST SUITE 201 |
| CONNECTICUT FOODSHARE | ||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 064921929 | NONE | NC | GENERAL SUPPORT | $12,500 | |
| CONNECTICUT HUMANE SOCIETY | ||||||||
| 701 RUSSELL RD | NEWINGTON | CT | 061111593 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| DARTMOUTH HITCHCOCK HOSPITAL | ||||||||
| ONE MEDICAL CENTER DRIVE HB 7070 | LEBANON | NH | 037560001 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | NC | GENERAL SUPPORT | $25,000 | |
| DZI FOUNDATION | ||||||||
| PO BOX 632 | RIDGWAY | CO | 81432 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| PO BOX 98051 | WASHINGTON | DC | 200777004 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| FASHION INSTITUTE OF TECHNOLOGY (FIT) FOUNDATION | ||||||||
| FIT FOUNDATION ATTN PHIL MCCARTY | NEW YORK | NY | 10001 | NONE | NC | GENERAL SUPPORT | $6,000 | 227 W 27TH ST C907 FELDMAN BLDG |
| FRIENDS OF LACHAT | ||||||||
| 106 GODFREY RD WEST | WESTON | CT | 06883 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| GLOBAL LYME ALLIANCE | ||||||||
| PO BOX 81358 | WOBURN | MA | 018131358 | NONE | NC | GENERAL SUPPORT | $20,000 | |
| HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY - WOMEN BUILD | ||||||||
| 1542 BARNUM AVE | BRIDGEPORT | CT | 06610 | NONE | NC | GENERAL SUPPORT | $4,000 | |
| HEI | ||||||||
| 857 POST ROAD | FAIRFIELD | CT | 06823 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| HISTORICAL SOCIETY OF CHESHIRE CTY | ||||||||
| PO BOX 803 | KEENE | NH | 034310803 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 5TH AVENUE 34TH FLR | NEW YORK | NY | 10118 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| HUNDRED NIGHTS INC | ||||||||
| PO BOX 833 | KEENE | NH | 034310833 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 112 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | NC | GENERAL SUPPORT | $10,000 | |
| JERUSALEM PEACE BUILDERS | ||||||||
| 3300 CHIMNEY ROCK SUITE 301 | HOUSTON | TX | 77056 | NONE | NC | GENERAL SUPPORT | $15,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| PO BOX 5021 | HAGERSTOWN | MD | 217415021 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| KIVA MICROFUNDS | ||||||||
| 986 MISSION STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| MACULAR DEGENERATION RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE PO BOX | CLARKSBURG | MD | 208711952 | NONE | NC | GENERAL SUPPORT | $5,000 | 1952 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | NC | GENERAL SUPPORT | $50,000 | |
| MONADNOCK CENTER FOR VIOLENCE PREVENTION INC | ||||||||
| 12 COURT STREET SUITE 103 | KEENE | NH | 034313401 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| MONADNOCK UNITED WAY | ||||||||
| 23 CENTER STREET | KEENE | NH | 034313351 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVE 5TH FOOR | NORWALK | CT | 06851 | NONE | NC | GENERAL SUPPORT | $30,000 | |
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||
| 15 BORAD STREET PO BOX 1016 | NANTUCKET | MA | 02554 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| NANTUCKET SHELLFISH ASSOCIATION | ||||||||
| PO BOX 604 | NANTUCKET | MA | 025540604 | NONE | NC | GENERAL SUPPORT | $1,500 | |
| NEAR AND FAR ASSOCIATION INC | ||||||||
| PO BOX 717 | SOUTHPORT | CT | 068900717 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| NETHERLAND AMERICA FOUNDATION | ||||||||
| 505 8TH AVENUE STE 12A-05 | NEW YORK | NY | 10018 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| NH PUBLIC TV | ||||||||
| NH PUBLIC BROADCASTING 268 MAST RD | DURHAM | NH | 03824 | NONE | NC | GENERAL SUPPORT | $3,500 | |
| PINK AID | ||||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| PLANNED PARENTHOOD (NORTHEN NEW ENGLAND) | ||||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| PLANNED PARENTHOOD (SOUTHERN NEW ENGLAND) | ||||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 065119184 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| RIGHT TO PLAY | ||||||||
| 26 BROADWAY 365 | NEW YORK | NY | 10004 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | NC | GENERAL SUPPORT | $12,500 | |
| SPIRITUAL CENTER OF SOUTHPORT | ||||||||
| PO BOX 812 | SOUTHPORT | CT | 06890 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| PO BOX 50 | MEMPHIS | TN | 381019929 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| ST MARKS EPISCOPAL CHURCH | ||||||||
| 400 11TH STREET | HOOD RIVER | OR | 97031 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| THE CENTER FOR FAMILY JUSTICE | ||||||||
| 753 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | NONE | NC | GENERAL SUPPORT | $20,000 | |
| THE COMMUNITY KITCHEN INC | ||||||||
| PO BOX 1315 | KEENE | NH | 034311315 | NONE | NC | GENERAL SUPPORT | $10,000 | |
| THE FUND FOR YALE NEW HAVEN HOSPITAL | ||||||||
| OFFICE OF DEVELOPMENT PO BOX 1849 | NEW HAVEN | CT | 065089979 | NONE | NC | GENERAL SUPPORT | $4,000 | |
| THE LEUKEMIA AND LYMPHONA SOCIETY | ||||||||
| PO BOX 98016 | WASHINGTON | DC | 200908016 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| DEVELOPMENT DEPT ATTN KLEBER TOBAR | NEW YORK | NY | 10028 | NONE | NC | GENERAL SUPPORT | $1,500 | 1000 FIFTH AVENUE |
| THE NCH FUND | ||||||||
| NANTUCKET COTTAGE HOSPITAL 57 | NANTUCKET | MA | 02554 | NONE | NC | GENERAL SUPPORT | $5,000 | PROSPECT ST |
| WESTON HISTORICAL SOCIETY INC | ||||||||
| PO BOX 1092 | WESTON | CT | 06883 | NONE | NC | GENERAL SUPPORT | $1,000 | |
| WESTON VOLUNTEER EMS | ||||||||
| 52 NORFIELD ROAD | WESTON | CT | 06883 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| WESTON VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 1163 | WESTON | CT | 068839812 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| WESTON WARM-UP FUND | ||||||||
| PO BOX 1254 | WESTON | CT | 06883 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | NC | GENERAL SUPPORT | $25,000 | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| WORLD WILDLIFE FUND INC | ||||||||
| PO BOX 96555 | WASHINGTON | DC | 200777760 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| WPI | ||||||||
| OFFICE OF ANNUAL GIVING WPI 100 | WORCESTER | MA | 016092280 | NONE | NC | GENERAL SUPPORT | $5,000 | INSTITUTE ROAD |
| WSHU PUBLIC RADIO | ||||||||
| SACRED HEART UNIVERSITY 5151 PARK | FAIRFIELD | CT | 068251000 | NONE | NC | GENERAL SUPPORT | $3,500 | AVE |
| YEAR UP | ||||||||
| 45 MILK ST 9TH FLOOR | BOSTON | MA | 02109 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||||
| 199 WATER STREET FL 22 | NEW YORK | NY | 10038 | NONE | NC | GENERAL SUPPORT | $2,500 | |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | NC | GENERAL SUPPORT | $3,500 | |
| DEMOCRACY FORWARD | ||||||||
| PO BOX 34553 | WASHINGTON | DC | 20043 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| FOUNDATION FOR THE NATIONAL INSTITUES OF HEALTH | ||||||||
| 11400 ROCKVILLE PIKE STE 600 | NORTH BETHESDA | MD | 20852 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| GOFFSTOWN PUBLIC LIBRARY FOUNDATION | ||||||||
| GPL FOUNDATION 2 HIGH STREET | GOFFSTOWN | NY | 03045 | NONE | NC | GENERAL SUPPORT | $2,500 | |
| LAWYERS FOR GOOD GOVERNMENT | ||||||||
| 8697 LA MESA BLVD STE C-532 | LA MESA | CA | 91942 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| MARIA MITCHELL ASSOCIATION | ||||||||
| 4 VESTAL STREET | NANTUCKET | MA | 02554 | NONE | NC | GENERAL SUPPORT | $2,500 | |
| MERRIMACK VALLEY FOOD BANK INC | ||||||||
| PO BOX 2041 | LOWELL | MA | 01851 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| NANTUCKET BOYS & GIRLS CLUB | ||||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| NANTUCKET INTERFAITH COUNCIL AKA FOOD PANTRY | ||||||||
| PO BOX 2597 | NANTUCKET | MA | 02554 | NONE | NC | GENERAL SUPPORT | $3,500 | |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS (NISHA) | ||||||||
| PO BOX 2844 | NANTUCKET | MA | 02554 | NONE | NC | GENERAL SUPPORT | $2,500 | |
| NEW ENGLAND LIFE FLIGHT INC DBA BOSTONMED FLIGHT | ||||||||
| 150 HANSCOM DR | BEDFORD | MA | 01730 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| NEW HAMPSHIRE PUBLIC RADIO INC | ||||||||
| 2 PILLSBURY ST FL 6 | CONCORD | NH | 03301 | NONE | NC | GENERAL SUPPORT | $3,500 | |
| NOURISH BRIDGEPORT | ||||||||
| PO BOX 1859 | BRIDGEPORT | CT | 06601 | NONE | NC | GENERAL SUPPORT | $5,000 | |
| PEBBLE BEACH COMPANY FOUNDATION | ||||||||
| PO BOX 222860 | CARMEL | CA | 93922 | NONE | NC | GENERAL SUPPORT | $2,500 | |
| TEC CAPITAL CAMPAIGN | ||||||||
| PO BOX 400 | SOUTHPORT | CT | 06890 | NONE | NC | GENERAL SUPPORT | $15,000 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| PO BOX 400 | SOUTHPORT | CT | 06890 | NONE | NC | GENERAL SUPPORT | $13,000 | |
| UNICEF USA AKA UNITED STATES FOR UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK CITY | NY | 10038 | NONE | NC | GENERAL SUPPORT | $2,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQ STE 6 | CAMBRIDGE | MA | 02138 | NONE | NC | GENERAL SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $562,000 | 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 | $45,541 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,058,135 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,058,135 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,051 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,226,186 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $6,047,155 | EOYBookValueAmt |
| EOYFMV | $18,438,092 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,472 | $736 | $736 |
| INVESTMENT FEES | $152,703 | $152,703 | $0 |
| SUPPLIES | $420 | $210 | $210 |
| MISCELLANEOUS | $12,747 | $6,374 | $6,373 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 OUTSTANDING CHECKS | Desc |
| Amt | $52,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $1,055 | Amt |
| Net Investment Income | $1,055 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |