TAYLOR-ZEMO FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: TAYLOR-ZEMO FOUNDATION INC (EIN 56-2491024)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-29
IRS object ID: 202631499349100103
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
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-29T08:21:37-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY ADVISORY GROUP LP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	24 STONY HILL ROAD	AddressLine1Txt
City	BETHEL	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06801	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	562491024	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TAYLOR-ZEMO FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TAYL	BusinessNameControlTxt
Phone	2034310143	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 DANBURY ROAD 104	AddressLine1Txt
City	RIDGEFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06877	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL J TAYLOR	PersonNm
Person Title	VICE-PRESIDENT	PersonTitleTxt
Phone	2034310143	PhoneNum
Signature	2026-05-22	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANTHONY W CIRONE JR	PreparerPersonNm
PTIN	P00373953	PTIN
Phone	2037982721	PhoneNum
Preparation	2026-05-21	PreparationDt

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	$432,335	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
Dividends Rev And Expnss	$8,558	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$8,558	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$35,931	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$108,060	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$35,931	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$44,489	TotalRevAndExpnssAmt
Total Net Invst Incm	$44,489	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$4,000	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$4,009	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,550	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$459	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$8,009	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,550	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,459	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$21,773	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$21,773	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$29,782	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,550	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$26,232	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$14,707	ExcessRevenueOverExpensesAmt
Net Investment Income	$40,939	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$27,315	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$33,904	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$33,904	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$158	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$176	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$176	PrepaidExpensesEOYFMVAmt
Other Investments BOY	$307,463	OtherInvestmentsBOYAmt
Other Investments EOY	$315,563	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$398,255	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$334,936	TotalAssetsBOYAmt
Total Assets EOY	$349,643	TotalAssetsEOYAmt
Total Assets EOYFMV	$432,335	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$334,936	CapitalStockBOYAmt
Capital Stock EOY	$349,643	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$334,936	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$349,643	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$334,936	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$349,643	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$334,936	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$14,707	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$349,643	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$349,643	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EATON VANCE ATLANTA CAPITAL SMID CAP FUND	P	2024-10-28	2025-12-12	$8,467	$10,070	-$1,603	-$1,603
ETF ISHS INTER GOVT CR BD	P	2024-07-05	2025-10-16	$9,060	$8,735	$325	$325
VANGUARD 500 INDEX FUND	P	2020-12-16	2025-05-08	$8,930	$5,956	$2,974	$2,974
VANGUARD 500 INDEX FUND	P	2020-12-16	2025-05-08	$16,070	$10,719	$5,351	$5,351
VANGUARD 500 INDEX FUND	P	2020-12-16	2025-07-31	$10,000	$5,960	$4,040	$4,040
VANGUARD 500 INDEX FUND	P	2020-12-16	2025-10-16	$3,578	$2,039	$1,539	$1,539
VANGUARD 500 INDEX FUND	P	2020-12-21	2025-10-16	$5,499	$3,269	$2,230	$2,230
VANGUARD 500 INDEX FUND	P	2021-01-07	2025-10-16	$923	$526	$397	$397
VANGUARD 500 INDEX FUND	P	2021-01-07	2025-12-12	$45,000	$24,855	$20,145	$20,145
CAPITAL GAINS DIVIDENDS	P			$533		$533	$533

Field	Value	IRS element (for citing)
Capital Gain Net Income	$35,931	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$569	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$569	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$569	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,100	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,100	TotalPaymentsAndCreditsAmt
Es Penalty	$19	EsPenaltyAmt
Overpayment	$512	OverpaymentAmt
Applied To ES Tax	$512	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	TAYLORZEMOFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	MIKE TAYLOR	IndividualWithBooksNm
Phone	2034310143	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O STEPHEN J ZEMO LLC 100 DANBURY	AddressLine1Txt
Address Line2	ROAD 104	AddressLine2Txt
City	RIDGEFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06877	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN J ZEMO
100 DANBURY ROAD 104	RIDGEFIELD	CT	06877	PRESIDENT/DIRECTOR	5.00	$0	$0	$0
MICHAEL J TAYLOR
100 DANBURY ROAD 104	RIDGEFIELD	CT	06877	VICE PRESIDENT/DIRECTOR	5.00	$0	$0	$0
SARA RUTH LEIBOWITZ
87 SCOTT RIDGE ROAD	RIDGEFIELD	CT	06877	DIRECTOR	2.00	$0	$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	$413,097	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,292	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$423,389	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$423,389	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$6,351	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$417,038	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$20,852	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$20,852	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$569	TaxBasedOnInvestmentIncomeAmt
Total Tax	$569	TotalTaxAmt
Distributable Before Adj	$20,283	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$20,283	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$20,283	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$26,232	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$26,232	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$20,283	DistributableAsAdjustedAmt
Undistributed Income PY	$19,490	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$26,232	QualifyingDistributionsAmt
Applied To Year1	$19,490	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$6,742	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	$13,541	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)
Contributing Manager	STEPHEN J ZEMO	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ANN'S PLACE
80 SAW MILL ROAD	DANBURY	CT	06810	NONE	PC	ONGOING OPERATIONS	$257
KIDS IN DISTRESS
819 NORTHEAST 26TH STREET	WILTON MANORS	FL	33305	NONE	PC	ONGOING OPERATIONS	$2,500
LAUNDRY LOVE OF GREATER DANBURY
207 MAIN STREET	RIDGEFIELD	CT	06877	NONE	PC	ONGOING OPERATIONS	$250
RIDGEFIELD EMERGENCY FUND
400 MAIN STREET	RIDGEFIELD	CT	06877	NONE	PC	DONATION FOR FOOD ASSISTANCE	$1,000
SOUP KITCHEN IN PROVINCETOWN
20 SHANK PAINTER ROAD	PROVINCETOWN	MA	02657	NONE	PC	ONGOING OPERATIONS	$500
THE RIDGEFIELD LIBRARY
472 MAIN STREET	RIDGEFIELD	CT	06877	NONE	PC	GUARDIAN SOCIETY	$1,000
ST MICHAEL'S EPISCOPAL CHURCH
225 W 99TH STREET	NEW YORK	NY	10025	NONE	PC	FOR SATURDAY KITCHEN	$253
THE ALDRICH CONTEMPORARY ART MUSEUM
4258 MAIN STREET	RIDGEFIELD	CT	06877	NONE	PC	KENNEDY CENTER PROJECT	$1,000
RIDGEFIELD SCHOLARSHIP GROUP INC
PO BOX 823	RIDGEFIELD	CT	06877	NONE	PC	SUSAN COCCO SCHOLARSHIP FUND	$1,100
ASSOCIATION OF RELIGIOUS COMMUNITIES DANBURY
24 DELAY STREET	DANBURY	CT	06810	NONE	PC	ONGOING OPERATIONS	$1,000
FRIENDS OF RIDGEFIELD COMMUNITY PROGRAMS INC
400 MAIN STREET	RIDGEFIELD	CT	06877	NONE	PC	ONGOING OPERATIONS	$1,053
FULL COURT PEACE
84 WEST AVE APARTMENT B3	NORWALK	CT	06854	NONE	PC	ONGOING OPERATIONS	$500
CAMERATA D'AMICI
PO BOX 74	RIDGEFIELD	CT	06877	NONE	PC	ONGOING OPERATIONS	$100
A BETTER CHANCE IN RIDGEFIELD
PO BOX 1044	RIDGEFIELD	CT	06877	NONE	PC	RUTH LEIBOWITZ SCHOLARSHIP	$10,000
RIDGEFIELD HISTORICAL SOCIETY
4 SUNSET LANE	RIDGEFIELD	CT	06877	NONE	PC	ONGOING OPERATIONS	$250
RIDGEFIELD YOUTH & FAMILY SERVICES
66 PROSPECT STREET	RIDGEFIELD	CT	06877	NONE	PC	ONGOING OPERATIONS	$250
RVNAHEALTH
27 GOVERNOR STREET	RIDGEFIELD	CT	06877	NONE	PC	ONGOING OPERATIONS	$250
ACT OF CONNECTICUT
36 OLD QUARRY ROAD	RIDGEFIELD	CT	06877	NONE	PC	ONGOING OPERATIONS	$250
AMERICARES
88 HAMILTON AVENUE	STAMFORD	CT	06902	NONE	PC	ONGOING OPERATIONS	$260

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$21,773	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8,558	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$35,931	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$44,489	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$44,489	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$4,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,000	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD MF - 500 INDEX ADML CL	AT COST	$87,390	$158,275
VANGUARD MF - S/T BOND INDEX FUND	AT COST	$60,000	$60,931
ETF ISHS INTER GOVT	AT COST	$43,253	$44,121
DODGE & COX INCOME FUND	AT COST	$55,000	$56,149
INVESCO S&P 500	AT COST	$30,246	$33,547
ISHARES MID-CAP	AT COST	$19,844	$22,638
ISHARES SMALL-CAP	AT COST	$19,830	$22,594

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES	$3,197	$3,197	$0
POSTAGE	$63	$0	$63
TAXES	$353	$353	$0
WEBSITE	$346	$0	$346
FILING FEES	$50	$0	$50