ZIEFF FAMILY FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ZIEFF FAMILY FUND INC (EIN 06-6050400)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202401349349102770
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T12:56:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066050400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIEFF FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZIEF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 FAIRFIELD BEACH ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M ZIEFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032091100 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | ZIEFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $820,365 | 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 | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,637 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,971 | 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 |
| Taxes Rev And Expnss | $387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $387 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $752 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,139 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,348 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,348 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,932 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,708 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $124,374 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $159,221 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $159,500 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $108,355 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $616,877 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,955 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,954 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,280 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $271,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $820,365 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $271,245 | RetainedEarningBOYAmt |
| Retained Earning EOY | $267,829 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $271,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $271,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $271,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $267,829 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GSK 80 SHS | P | 1994-01-10 | 2023-02-08 | $2,838 | $1,653 | $1,185 | $1,185 |
| HALEON 100 SHS | P | 1994-01-10 | 2023-02-08 | $764 | $379 | $385 | $385 |
| VIATRIS 12 SHS | P | 2009-10-19 | 2023-02-08 | $132 | $88 | $44 | $44 |
| ENBRIDGE 984 SHS | P | 2012-09-07 | 2023-12-05 | $34,313 | $29,290 | $5,023 | $5,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,637 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $333 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $333 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $496 | 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 | $496 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $163 | OverpaymentAmt |
| Applied To ES Tax | $163 | 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 |
| Individual With Books | DAVID M ZIEFF | IndividualWithBooksNm |
| Phone | 2032091100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 FAIRFIELD BEACH RD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068246516 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M ZIEFF | ||||||||
| 1265 FAIRFIELD BEACH ROAD | FAIRFIELD | CT | 06824 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| DEBORAH ZIEFF | ||||||||
| 1265 FAIRFIELD BEACH ROAD | FAIRFIELD | CT | 06824 | SECRETARY | 1.00 | $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 | $765,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $781,966 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $781,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $770,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $333 | TotalTaxAmt |
| Distributable Before Adj | $38,179 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,179 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,179 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,448 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,448 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,179 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,406 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,513 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,420 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $47,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,448 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,731 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,731 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,608 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,608 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $11,188 | ExcessFromYear3Amt |
| Excess From Year2 | $25,420 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLENTOWN RESCUE MISSION | |||||||
| 355 HAMILTON ST | ALLENTOWN | PA | 18101 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| ALZHEIMER'S ASSOC | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 5025 | WALLINGFORD | CT | 06492 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| AMERICAN STROKE ASSN | |||||||
| 300 5TH AVE SUITE 6 | WALTHAM | IA | 02451 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| ANIMAL FOOD BANK OF LEHIGH VALLEY | |||||||
| 860 BROAD ST | EMMAUS | PA | 18049 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| ARMY AVIATION SCHOLARSHIP FDN | |||||||
| 593 MAIN ST | MONROE | CT | 06848 | NONE | 501(C)(3) | UNRESTRICTED | $1,250 |
| BENNETT CENTER FOR JUDIAC STUDIES | |||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| MANNA FOOD CENTER | |||||||
| 12301 OLD COLUMBIA PIKE SUITE 200 | SILVER SPRINGS | MD | 20904 | NONE | 501(C)(3) | UNRESTRICTED | $200 |
| CHARITY WATER | |||||||
| PO BOX 5026 | HAGERSTOWN | MD | 21741 | NONE | 501(C)(3) | UNRESTRICTED | $200 |
| SAVE THE CHIDRENS FUND | |||||||
| 501 KINGS HIGHWAY | FAIRFIELD | CT | 06825 | NONE | 501(C)(3) | UNRESTRICTED | $200 |
| CONG BETH EL | |||||||
| 1200 FAIRFIELD WOODS ROAD | FAIRFIELD | CT | 06824 | NONE | 501(C)(3) | UNRESTRICTED | $233 |
| HILLEL INTERNATIONAL | |||||||
| PO BOX 92994 | WASHINGTON | DC | 20094 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| DISCOVERY MUSEUM | |||||||
| 4450 PARK AVE | BRIDGEPORT | CT | 06604 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| JEWISH FEDERATION OF GREATER FAIRFIELD COUNTY | |||||||
| 4200 PARK AVE | BRIDGEPORT | CT | 06604 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| FRIENDS OF FAIRFIELD LIBRARY | |||||||
| 1080 OLD POST ROAD | FAIRFIELD | CT | 06824 | NONE | 501(C)(3) | UNRESTRICTED | $550 |
| HADASSAH | |||||||
| PO BOX 97153 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| INTERNATION RESCUE COMMITTE | |||||||
| PO BOX 6088 | ALBERT LEA | MN | 56007 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| JBS JEWISH BROADCASTING SERVICE | |||||||
| PO BOX 360 | STAMFORD | CT | 06924 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| JEWISH FAMILY SERVICES OF LEHIGH VALLEY | |||||||
| 2004 W ALLEN STREET | ALLENTOWN | PA | 18104 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| PARKINSON'S FDN | |||||||
| PO BOX 6003 | ALBERT LEA | MN | 56007 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| MAZON | |||||||
| PO BOX 6095 | ALBERT LEA | MN | 56007 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| PO BOX 298 | ALLENWOOD | NJ | 08720 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| SPECIAL OLYMPICS | |||||||
| PO BOX 4000 | HAMDEN | CT | 06514 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| NATIONAL WILD LIFE | |||||||
| PO BOX 6003 | PO BOX | ME | 22116 | NONE | 501(C)(3) | UNRESTRICTED | $50 |
| PARKLAND CARES FOOD PANTRY | |||||||
| 5074 KERNSVILLE | OREFIELD | PA | 18069 | NONE | 501(C)(3) | UNRESTRICTED | $50 |
| HABITAT FOR HUMANITY | |||||||
| 1542 | BARUM AVE | CT | 06610 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| BRIDGEPORT HOSPITAL | |||||||
| 267 | GRANT ST | CT | 06610 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| QUICK CENTER FOR THE ARTS | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | 501(C)(3) | UNRESTRICTED | $900 |
| NEW YORK BOTANICAL GARDEN | |||||||
| PO BOX 30703 | NEW YORK | NY | 10117 | NONE | 501(C)(3) | UNRESTRICTED | $115 |
| THIRTEEN | |||||||
| 825 EIGHTH AVE | HAMDEN | CT | 10019 | NONE | 501(C)(3) | UNRESTRICTED | $75 |
| GREATER BPT JEWISH HOUSING | |||||||
| 4190 PARK AVE | BRIDGEPORT | CT | 06604 | NONE | 501(C)(3) | UNRESTRICTED | $175 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| STRATFORD FORWARD | |||||||
| 1990 ELM ST | STRATFORD | NY | 06615 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| TURNING POINT OF LEHIGH VALLEY | |||||||
| 444 EAST SUSQUEHAHHA ST | ALLENTON | PA | 18103 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| PO BOX 96402 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| SAWUBONA | |||||||
| 510 BARNUM AVE | HAGERSTOWN | MD | 21741 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| MICHAEL J FOX | |||||||
| PO BOX 5014 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | UNRESTRICTED | $200 |
| FAIRFIELD FDN FOR EDUCATION | |||||||
| PO BOX 320561 | FAIRFIELD | CT | 06825 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| AMERICAN RED CROSS | |||||||
| PO BOX 2929 | HARTFORD | CT | 06104 | NONE | 501(C)(3) | UNRESTRICTED | $150 |
| GREAT OAKS CHARTER SCHOOL | |||||||
| 375 HOWARD AVE | BRIDGEORT | CT | 06605 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| GREATER BPT SYMPHONY | |||||||
| 2385 PARK AVE | BRIDGEORT | CT | 06604 | NONE | 501(C)(3) | UNRESTRICTED | $750 |
| VETERANS OF FOREIGN WARS | |||||||
| PO BOX 2002 | MILFORD | CT | 06824 | NONE | 501(C)(3) | UNRESTRICTED | $100 |
| FAIRFIELD MUSEUM | |||||||
| 370 BEACH ROAD | FAIRFIELD | CT | 06824 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| BIGELOW CENTER | |||||||
| 100 MONA TERRACE | FAIRFIELD | CT | 06824 | NONE | 501(C)(3) | UNRESTRICTED | $100 |
| CONG KENESETH ISRAEL | |||||||
| 2227 W CHEW ST | ALLENTOWN | PA | 18104 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK CITY | NY | 10163 | NPNE | 501(C)(3) | UNRESTRICTED | $400 |
| IRAN HUMAN RIGHTS CENTER | |||||||
| 129 CHURCH ST SUITE 01 | NEW HAVEN | CT | 06510 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| GLOBAL FUND FOR CHILDREN | |||||||
| 1411 K ST SUITE 1200 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| BROOKLYN COLLEGE FDN | |||||||
| 2900 BEDFORD AVE | BROOKLYN | NY | 11210 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| FAIRFIELD UNIV | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK CITY | NY | 10158 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,348 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,332 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,637 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,971 | 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 | $76,946 | EOYBookValueAmt |
| EOYFMV | $616,877 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $159,221 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $159,500 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,954 | BookValueAmt |
| EOYFMV | $27,280 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERS FEES | $152 | $152 | $0 |
| FILING FEE | $100 | $0 | $100 |
| MISC FEES | $500 | $500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $387 | Amt |
| Net Investment Income | $387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |