DALE KUTNICK AND LAURA GORDON KUTNICK FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DALE KUTNICK AND LAURA GORDON KUTNICK FOUNDATION INC (EIN 06-1469212)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-09
- IRS object ID
- 202442839349101004
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-09T16:01:17-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061469212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALE & LAURA KUTNICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KUTN | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE KUTNICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2024-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2024-10-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,055,827 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $802,677 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $314,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $307,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,408,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,845,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,408,301 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,972 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,528,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,715,632 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $283,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $283,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $17,937 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,937 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $107,827 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,696 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,131 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,386 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,386 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,214 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,214 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $11,114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,632 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,482 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $441,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $361,814 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $814,643 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $814,643 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,256,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,176,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,272,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,642,918 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,155 | CashBOYAmt |
| Cash EOY | $8,327 | CashEOYAmt |
| Cash EOYFMV | $8,327 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,337,306 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,324,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,324,985 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $13,484,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,304,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,285,144 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $208,157 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $156,580 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $147,937 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $727,575 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $776,409 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,160,048 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $85,723 | OtherAssetsBOYAmt |
| Other Assets EOY | $87,628 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $129,386 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,849,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,658,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,055,827 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $159,988 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $38,320 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $159,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,320 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,689,427 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,620,028 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,689,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,620,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,849,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,658,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,689,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,272,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $241,394 | OtherIncreasesAmt |
| Subtotal | $17,202,823 | SubtotalAmt |
| Other Decreases | $582,795 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,620,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (176 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 149. ALBEMARLE CORP | 2023-06-16 | 2023-07-25 | $31,695 | $33,916 | -$2,221 | -$2,221 | |
| 33. ALBEMARLE CORP | 2023-06-16 | 2024-02-13 | $3,678 | $7,512 | -$3,834 | -$3,834 | |
| 193. ALBEMARLE CORP | 2023-06-30 | 2024-02-13 | $21,510 | $42,946 | -$21,436 | -$21,436 | |
| 335. ALPHABET INC SHS CL A | 2019-02-01 | 2023-07-25 | $41,116 | $18,795 | $22,321 | $22,321 | |
| 50000. ALPHABET INC | 2017-11-30 | 2024-02-26 | $50,000 | $50,000 | |||
| 1500. BAOZUN INC SHS CL A ADR | 2018-07-24 | 2024-01-31 | $3,482 | $97,734 | -$94,252 | -$94,252 | |
| 160. BECTON DICKINSON AND CO | 2023-06-16 | 2024-05-24 | $36,591 | $41,453 | -$4,862 | -$4,862 | |
| 50. BECTON DICKINSON AND CO | 2023-09-21 | 2024-05-24 | $11,435 | $13,316 | -$1,881 | -$1,881 | |
| 50. BECTON DICKINSON AND CO | 2023-06-30 | 2024-05-24 | $11,435 | $13,200 | -$1,765 | -$1,765 | |
| 271. BOEING CO/THE | 2023-09-21 | 2024-02-13 | $55,536 | $54,811 | $725 | $725 | |
| 300. BOEING CO/THE | 2023-01-26 | 2024-02-13 | $61,479 | $63,825 | -$2,346 | -$2,346 | |
| 166. BRISTOL MYERS SQUIBB CO COM | 2022-05-24 | 2023-09-21 | $9,827 | $12,711 | -$2,884 | -$2,884 | |
| 26. BROADCOM INC | 2021-05-21 | 2023-07-25 | $23,957 | $11,756 | $12,201 | $12,201 | |
| 9. BROADCOM INC | 2021-05-21 | 2023-09-21 | $7,204 | $4,070 | $3,134 | $3,134 | |
| 161. COMCAST CORP | 2021-09-16 | 2024-05-24 | $6,205 | $9,264 | -$3,059 | -$3,059 | |
| 206. COMCAST CORP | 2021-05-21 | 2024-05-24 | $7,939 | $11,387 | -$3,448 | -$3,448 | |
| 9. DANAHER CORP | 2020-03-17 | 2023-07-25 | $2,320 | $1,170 | $1,150 | $1,150 | |
| 100. DANAHER CORP | 2021-08-20 | 2023-07-25 | $25,783 | $32,082 | -$6,299 | -$6,299 | |
| 150. DANAHER CORP | 2021-09-29 | 2023-07-25 | $38,674 | $45,934 | -$7,260 | -$7,260 | |
| 70. DEERE & CO | 2023-06-16 | 2024-05-24 | $26,239 | $28,599 | -$2,360 | -$2,360 | |
| 36. DEERE & CO | 2023-04-19 | 2024-05-24 | $13,495 | $14,109 | -$614 | -$614 | |
| 32. DEERE & CO | 2021-05-21 | 2024-05-24 | $11,995 | $11,761 | $234 | $234 | |
| 14. DEERE & CO | 2023-03-22 | 2024-05-24 | $5,248 | $5,627 | -$379 | -$379 | |
| 254. FACEBOOK INC | 2023-09-21 | 2024-02-13 | $118,461 | $74,836 | $43,625 | $43,625 | |
| 216. FACEBOOK INC | 2023-07-25 | 2024-02-13 | $100,738 | $63,711 | $37,027 | $37,027 | |
| 500. GARTNER GROUP INC NEW CL A | 2017-02-10 | 2023-12-18 | $179,994 | $50,510 | $129,484 | $129,484 | |
| 550. GARTNER GROUP INC NEW CL A | 2017-02-10 | 2023-12-18 | $197,993 | $55,561 | $142,432 | $142,432 | |
| 450. GARTNER GROUP INC NEW CL A | 2017-02-10 | 2023-12-18 | $161,994 | $45,459 | $116,535 | $116,535 | |
| 1720. GARTNER GROUP INC NEW CL A | 2017-02-10 | 2024-06-24 | $705,163 | $173,754 | $531,409 | $531,409 | |
| 715. GARTNER GROUP INC NEW CL A | 2016-02-12 | 2024-06-24 | $293,135 | $57,200 | $235,935 | $235,935 | |
| 565. GARTNER GROUP INC NEW CL A | 2015-02-22 | 2024-06-24 | $231,638 | $47,601 | $184,037 | $184,037 | |
| .5 GE VERNOVA LLC | 2017-09-08 | 2024-04-05 | $64 | $61 | $3 | $3 | |
| 1207. GENERAL MOTORS CO | 2023-02-16 | 2024-02-13 | $45,785 | $52,426 | -$6,641 | -$6,641 | |
| 430. GENERAL MOTORS CO | 2023-06-16 | 2024-02-13 | $16,311 | $16,326 | -$15 | -$15 | |
| 167. HILTON WORLDWIDE HOLDINGS INC | 2020-09-24 | 2023-07-25 | $25,208 | $13,732 | $11,476 | $11,476 | |
| 135. HILTON WORLDWIDE HOLDINGS INC | 2020-03-26 | 2023-07-25 | $20,377 | $9,594 | $10,783 | $10,783 | |
| 56. HONEYWELL INTERNATIONAL INC | 2014-05-30 | 2023-09-21 | $10,859 | $4,963 | $5,896 | $5,896 | |
| 75. HONEYWELL INTERNATIONAL INC | 2017-01-26 | 2023-09-21 | $14,544 | $8,494 | $6,050 | $6,050 | |
| 86. HONEYWELL INTERNATIONAL INC | 2020-08-20 | 2023-09-21 | $16,677 | $13,468 | $3,209 | $3,209 | |
| 241. J P MORGAN CHASE & CO COM | 2019-02-01 | 2023-09-21 | $35,735 | $25,086 | $10,649 | $10,649 | |
| 190. MAGNA INTERNATIONAL INC CLASS A | 2023-06-16 | 2024-05-24 | $8,591 | $10,824 | -$2,233 | -$2,233 | |
| 270. MAGNA INTERNATIONAL INC CLASS A | 2021-05-21 | 2024-05-24 | $12,208 | $26,312 | -$14,104 | -$14,104 | |
| 20. NEXTERA ENERGY INC | 2018-02-06 | 2024-02-13 | $1,103 | $740 | $363 | $363 | |
| 197. NEXTERA ENERGY INC | 2022-04-08 | 2024-02-13 | $10,864 | $17,024 | -$6,160 | -$6,160 | |
| 121. NEXTERA ENERGY INC | 2021-03-12 | 2024-02-13 | $6,673 | $9,170 | -$2,497 | -$2,497 | |
| 284. NEXTERA ENERGY INC | 2019-09-20 | 2024-02-13 | $15,663 | $15,994 | -$331 | -$331 | |
| 382. NEXTERA ENERGY INC | 2016-02-24 | 2024-02-13 | $21,067 | $11,042 | $10,025 | $10,025 | |
| 318. NEXTERA ENERGY INC | 2022-09-27 | 2024-02-13 | $17,538 | $25,742 | -$8,204 | -$8,204 | |
| 668. NIKE INC CL B | 2023-01-26 | 2023-07-25 | $72,159 | $84,848 | -$12,689 | -$12,689 | |
| 141. NORTHROP GRUMMAN CORP | 2023-01-26 | 2023-09-21 | $61,904 | $63,866 | -$1,962 | -$1,962 | |
| 30. O'REILLY AUTOMOTIVE INC | 2023-01-26 | 2023-09-21 | $28,151 | $24,125 | $4,026 | $4,026 | |
| 49. O'REILLY AUTOMOTIVE INC | 2023-01-26 | 2024-05-24 | $48,381 | $39,403 | $8,978 | $8,978 | |
| 217. PALO ALTO NETWORKS INC | 2022-09-19 | 2023-09-21 | $49,681 | $37,592 | $12,089 | $12,089 | |
| 54. PALO ALTO NETWORKS INC | 2023-01-26 | 2023-09-21 | $12,363 | $8,543 | $3,820 | $3,820 | |
| 150. PROGRESSIVE CORP OHIO COM | 2022-05-24 | 2023-09-21 | $21,631 | $16,965 | $4,666 | $4,666 | |
| 481. REALTY INCOME CORP | 2021-05-21 | 2023-09-21 | $25,565 | $30,923 | -$5,358 | -$5,358 | |
| 52. REALTY INCOME CORP | 2021-09-16 | 2023-09-21 | $2,764 | $3,473 | -$709 | -$709 | |
| 482. STARBUCKS CORP COM | 2022-09-19 | 2023-09-21 | $45,611 | $44,061 | $1,550 | $1,550 | |
| 306. STARBUCKS CORP COM | 2022-10-05 | 2024-02-13 | $29,030 | $27,288 | $1,742 | $1,742 | |
| 164. STARBUCKS CORP COM | 2023-02-16 | 2024-02-13 | $15,559 | $17,840 | -$2,281 | -$2,281 | |
| 133. STARBUCKS CORP COM | 2022-09-19 | 2024-02-13 | $12,618 | $12,158 | $460 | $460 | |
| 126. STARBUCKS CORP COM | 2023-01-26 | 2024-02-13 | $11,954 | $13,584 | -$1,630 | -$1,630 | |
| 29. TARGET CORP | 2023-01-26 | 2023-09-21 | $3,473 | $4,809 | -$1,336 | -$1,336 | |
| 137. TARGET CORP | 2023-06-16 | 2023-09-21 | $16,407 | $18,453 | -$2,046 | -$2,046 | |
| 12. TARGET CORP | 2021-05-21 | 2023-09-21 | $1,437 | $2,711 | -$1,274 | -$1,274 | |
| 466. 3M CO | 2023-09-21 | 2024-02-13 | $42,704 | $46,218 | -$3,514 | -$3,514 | |
| 995. TORONTO DOMINION BANK | 2022-05-06 | 2024-02-13 | $58,068 | $71,564 | -$13,496 | -$13,496 | |
| 304. TRUIST FINL CORP | 2022-04-27 | 2023-09-21 | $8,804 | $15,436 | -$6,632 | -$6,632 | |
| 199. TRUIST FINL CORP | 2023-06-16 | 2023-09-21 | $5,763 | $6,289 | -$526 | -$526 | |
| 7. UNION PACIFIC CORP | 2021-03-12 | 2023-09-21 | $1,486 | $1,502 | -$16 | -$16 | |
| 11. UNION PACIFIC CORP | 2021-01-21 | 2023-09-21 | $2,336 | $2,317 | $19 | $19 | |
| 169. UNITEDHEALTH GROUP INC | 2023-05-05 | 2024-05-24 | $86,387 | $83,408 | $2,979 | $2,979 | |
| 5. UNITEDHEALTH GROUP INC | 2022-01-06 | 2024-05-24 | $2,556 | $2,404 | $152 | $152 | |
| 17. UNITEDHEALTH GROUP INC | 2021-09-16 | 2024-05-24 | $8,690 | $7,082 | $1,608 | $1,608 | |
| 34. UNITEDHEALTH GROUP INC | 2023-06-16 | 2024-05-24 | $17,380 | $15,652 | $1,728 | $1,728 | |
| 97. UNITEDHEALTH GROUP INC | 2023-09-21 | 2024-05-24 | $49,583 | $48,570 | $1,013 | $1,013 | |
| 93. UNITEDHEALTH GROUP INC | 2023-07-25 | 2024-05-24 | $47,538 | $47,543 | -$5 | -$5 | |
| 357. VERIZON COMMUNICATIONS INC | 2021-05-21 | 2023-07-25 | $12,192 | $20,317 | -$8,125 | -$8,125 | |
| 380. VERIZON COMMUNICATIONS INC | 2022-05-24 | 2023-07-25 | $12,977 | $18,835 | -$5,858 | -$5,858 | |
| 858. VERIZON COMMUNICATIONS INC | 2023-06-16 | 2023-07-25 | $29,301 | $31,038 | -$1,737 | -$1,737 | |
| 121. VERIZON COMMUNICATIONS INC | 2022-02-25 | 2023-07-25 | $4,132 | $6,581 | -$2,449 | -$2,449 | |
| 234. VICI PROPERTIES INC | 2021-06-10 | 2024-05-24 | $6,615 | $7,550 | -$935 | -$935 | |
| 565. VICI PROPERTIES INC | 2021-05-21 | 2024-05-24 | $15,972 | $17,460 | -$1,488 | -$1,488 | |
| 998. XCEL ENERGY INC COM | 2022-05-06 | 2023-09-21 | $59,651 | $72,505 | -$12,854 | -$12,854 | |
| 63. EATON CORP PLC | 2021-05-21 | 2023-09-21 | $13,285 | $9,107 | $4,178 | $4,178 | |
| 5. EXPIRED PUT/CALL | 2023-03-07 | 2023-09-18 | $14,995 | $14,995 | $14,995 | ||
| 80. EXPIRED PUT/CALL | 2023-01-31 | 2023-11-20 | $65,079 | $65,079 | $65,079 | ||
| 70. SHORT TERM PRIOR FID SALES | 2023-04-12 | 2024-01-22 | $34,930 | $34,930 | $34,930 | ||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,591 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,408,301 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,837 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,837 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,837 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,652 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,652 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,185 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| 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 | Yes (true) | 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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 |
|---|---|---|---|---|---|---|
| TOREN KUTNICK | ||||||
| 37 CRAIG COURT | STAMFORD | CT | 06903 | TREASURER/DIR | 25 | $223,800 |
| LAURA KUTNICK | ||||||
| 23 SHERMAN TURNPIKE | REDDING | CT | 06896 | PRESIDENT/DIR | 4 | $0 |
| DALE KUTNICK | ||||||
| 23 SHERMAN TURNPIKE | REDDING | CT | 06896 | SECRETARY/DIR | 4 | $0 |
| VARY K KUTNICK | ||||||
| 606 POST ROAD EAST 402 | WESTPORT | CT | 06880 | VP/OFFICER | 1 | $30,000 |
| KYLA KUTNICK | ||||||
| AVE 55 SE 6TH ST APT 4105W | MIAMI | FL | 33131 | VP/OFFICER | 1 | $30,000 |
| 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 |
| 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 | $20,740,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,398,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,139,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,139,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $332,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,807,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,090,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,090,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,837 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,837 | TotalTaxAmt |
| Distributable Before Adj | $1,067,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,067,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,067,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,176,457 | 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 | $1,176,457 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,067,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $814,643 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,176,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $814,643 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $361,814 | 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 | $705,714 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 7 LEBANON ST STE 302 | HANOVER | NH | 03755 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| DANBURY HOSPITAL | |||||||
| PO BOX 22539 | NEW YORK | NY | 10087 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| YALE UNIVERSITY | |||||||
| PO BOX 2082239 | NEW HAVEN | CT | 06520 | N/A | PC | UNRESTRICTED GENERAL | $105,000 |
| CONNECTICUT HUMANE SOCIETY | |||||||
| 701 RUSSELL ROAD | NEWINGTON | CT | 06111 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| UNITARIAN CHURCH IN WESTPORT | |||||||
| 10 LYONS PLAINS RD | WESTPORT | CT | 06880 | N/A | PC | UNRESTRICTED GENERAL | $14,000 |
| WSHU PUBLIC RADIO SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| MARK TWAIN LIBRARY ASSN INC | |||||||
| RT 53 DIAMOND HILL RD | REDDING | CT | 06896 | N/A | PC | UNRESTRICTED GENERAL | $5,300 |
| HORIZONS AT GFA | |||||||
| 35 BEACHSIDE AVE | WESTPORT | CT | 06880 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| PET ANIMAL WELFARE SOCIETY OF CT | |||||||
| 504 MAIN AVENUE | NORWALK | CT | 06851 | N/A | PC | UNRESTRICTED GENERAL | $1,500 |
| THE ALDRICH CONTEMPORARY ART MUSEUM INC | |||||||
| 258 MAIN STREET | RIDGEFIELD | CT | 06877 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| RIVERKEEPER INC | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | N/A | PC | UNRESTRICTED GENERAL | $40,000 |
| PRO PUBLICA INC | |||||||
| 155 AVENUE AMERICA 13 FL | NEW YORK | NY | 10013 | N/A | PC | UNRESTRICTED GENERAL | $7,500 |
| CORNELL UNIVERSITY | |||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| FRIENDS OF OFANIM INC | |||||||
| 1255 DRUMMERS LANE STE 200 | WAYNE | PA | 19087 | N/A | PC | UNRESTRICTED GENERAL | $25,000 |
| COMMUNITY FDN OF NEW JERSEY | |||||||
| PO BOX 338 35 KNOX HILL RD | MORRISTOWN | NJ | 07963 | N/A | PC | UNRESTRICTED GENERAL | $159,243 |
| WESTERN CT HEALTH NETWORK AFFILIATES INC | |||||||
| 100 RESERVE ROAD | DANBURY | CT | 06810 | N/A | PC | UNRESTRICTED GENERAL | $15,000 |
| WESTERN CONNECTICUT HEALTH NETWORK INC | |||||||
| 100 RESERVE ROAD | DANBURY | CT | 06810 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| CONNECTICUT INVENTION CONVENTION INC | |||||||
| PO BOX 230311 | HARTFORD | CT | 06123 | N/A | PC | UNRESTRICTED GENERAL | $35,000 |
| STEW LEONARD III WATER SAFETY FDN | |||||||
| 100 WESTPORT AVE | NORWALK | CT | 06851 | N/A | PC | UNRESTRICTED GENERAL | $20,000 |
| REDDING VOLUNTEER FIRE COMPANY NO 1 INC | |||||||
| PO BOX 185 | REDDING RIDGE | CT | 06876 | N/A | PC | UNRESTRICTED GENERAL | $1,500 |
| WESTPORT COUNTRY PLAYHOUSE INC | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| BRONX CHILDRENS MUSEUM | |||||||
| PO BOX 1381 | BRONX | NY | 10451 | N/A | PC | UNRESTRICTED GENERAL | $7,000 |
| KAELI KRAMER FOUNDATION | |||||||
| 309 TROTTING LANE | WESTBURY | NY | 11590 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| BRONX ZOO | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | UNRESTRICTED GENERAL | $8,000 |
| K9S FOR WARRIORS INC | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| GREENWICH INTL FILM FESTIVAL INC | |||||||
| 55 OLD FIELD POINT ROAD | GREENWICH | CT | 06830 | N/A | PC | UNRESTRICTED GENERAL | $25,000 |
| PRIME COALITION INC | |||||||
| 625 MASSACHUSETTS AVE 2ND FL | CAMBRIDGE | MA | 02139 | N/A | PC | UNRESTRICTED GENERAL | $100,000 |
| FFWD | |||||||
| 1002A OREILLY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | UNRESTRICTED GENERAL | $7,000 |
| RISING STARR HORSE RESCUE | |||||||
| 93 SILVER SPRING ROAD | WILTON | CT | 06897 | N/A | PC | UNRESTRICTED GENERAL | $7,500 |
| POUND RIDGE LAND CONSERVANCY INC | |||||||
| 1361 OLD POST ROAD | POUND RIDGE | NY | 10576 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA ROAD STE 3 | MISSOULA | MT | 59804 | N/A | PC | UNRESTRICTED GENERAL | $50,000 |
| THE NATURE CONSERVATORY | |||||||
| 25 W MAIN ST STE 11 | MADISON | WI | 53703 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| CODEART INC | |||||||
| 550 NW 42ND AVE 415 | MIAMI | FL | 33126 | N/A | PC | UNRESTRICTED GENERAL | $15,000 |
| A CONTEMPORARY THEATRE CT | |||||||
| 36 OLD QUARRY ROAD | RIDGEFIELD | CT | 06877 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| FOST FOR GOOD INC | |||||||
| 124 W 13TH ST | NEW YORK | NY | 10011 | N/A | PC | UNRESTRICTED GENERAL | $25,000 |
| GOVERN FOR AMERICA INC | |||||||
| 1629 K ST NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| ETHOS FARM PROJECT | |||||||
| 177 WEST MILL ROAD | LONG VALLEY | NJ | 07853 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| BLUE WATER INSTITUTE INC | |||||||
| 12774 TORREY BLUFF DR APT 81 | SAN DIEGO | CA | 92130 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| NORWAYNE CITIZENS COUNCIL | |||||||
| 32150 DORSEY ROAD | WESTLAND | MI | 48186 | N/A | PC | UNRESTRICTED GENERAL | $600 |
| ISLAND PRESS | |||||||
| 2000 M ST NW STE 480-B | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GENERAL | $44,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $814,643 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $314,223 | 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 | $1,408,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,972 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,725,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,725,496 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MR AND MRS DALE KUTNICK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 SHERMAN TURNPIKE | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068962048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $802,677 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $802,677 | FairMarketValueAmt |
| Received | 2023-08-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 36966TBX9 GENERAL ELEC CAP COR | $106,092 | $99,698 |
| 02079KAB3 ALPHABET INC | ||
| 594918BY9 MICROSOFT CORP | $50,488 | $48,239 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (131 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 74340W103 PROLOGIS INC | $62,308 | $80,976 |
| 46269C102 IRIDIUM COMMUNICATIO | $45,213 | $217,086 |
| 65341B106 NEXTERA ENERGY PARTN | $35,236 | $59,426 |
| 037833100 APPLE INC | $262,044 | $1,734,034 |
| 30303M102 FACEBOOK INC | $49,105 | $252,110 |
| 366651107 GARTNER INC NEW CL A | $302,275 | $2,705,130 |
| 036752103 ANTHEM INC | ||
| 931142103 WAL MART STORES INC | $344,617 | $790,582 |
| 254687106 WALT DISNEY CO/THE | $206,960 | $207,715 |
| 717081103 PFIZER INC | $19,039 | $32,765 |
| 46625H100 J P MORGAN CHASE & C | $273,053 | $439,309 |
| 883556102 THERMO FISHER SCIENT | $38,874 | $90,139 |
| 907818108 UNION PACIFIC CORP | $94,148 | $98,423 |
| F5362H107 IPSEN PROMESSES | $46,866 | $220,888 |
| 307305102 FANUC CORP | $103,690 | $68,700 |
| 459200101 INTERNATIONAL BUSINE | $144,743 | $165,686 |
| H1467J104 CHUBB LTD | $47,972 | $140,294 |
| 09247X101 BLACKROCK INC | $175,146 | $196,043 |
| 172967424 CITIGROUP INC | $47,336 | $63,460 |
| 43300A203 HILTON WORLDWIDE HOL | $39,738 | $69,824 |
| 65339F101 NEXTERA ENERGY INC | ||
| 438516106 HONEYWELL INTERNATIO | $44,025 | $50,823 |
| 404609109 HACKETT GROUP INC/TH | $41,820 | $146,849 |
| 466249208 J SAINSBURY PLC | $124,987 | $130,632 |
| 458140100 INTEL CORPORATION | $150,295 | $133,945 |
| 594918104 MICROSOFT CORP COM | $139,377 | $558,688 |
| 92826C839 VISA INC | $82,945 | $211,026 |
| 488152208 KELLY SERVICES INC | $99,343 | $134,883 |
| 98954M200 ZILLOW GROUP INC SHS | $126,663 | $162,365 |
| 235851102 DANAHER CORP | ||
| 01609W102 ALIBABA GROUP HOLDIN | $40,502 | $37,440 |
| 86771W105 SUNRUN INC SHS | $1,667,840 | $1,032,235 |
| 110122108 BRISTOL-MYERS SQUIBB | $16,419 | $24,918 |
| 22160K105 COSTCO WHSL CORP NEW | $82,763 | $279,647 |
| 747525103 QUALCOMM INC | $78,194 | $214,119 |
| 437076102 HOME DEPOT INC/THE | $119,903 | $227,198 |
| 00206R102 AT&T INC | $190,549 | $146,192 |
| 02079K305 ALPHABET INC SHS | $216,386 | $888,163 |
| 478160104 JOHNSON & JOHNSON | $20,031 | $47,648 |
| 58933Y105 MERCK AND CO INC SHS | $19,094 | $68,338 |
| 92857W308 VODAFONE GROUP PLC | $93,566 | $26,610 |
| 023135106 AMAZON COM INC | $158,074 | $270,164 |
| 98978V103 ZOETIS INC | $80,962 | $94,828 |
| 06684L103 BAOZUN INC SHS CL A | ||
| 64104Y106 NESTE OYJ | $91,429 | $132,750 |
| 257554105 DOMO INC | $200,599 | $52,689 |
| 778296103 ROSS STORES INC | $78,870 | $116,547 |
| 67059N108 NUTANIX INC | $150,083 | $381,464 |
| 713448108 PEPSICO INC | $57,616 | $54,922 |
| 89832Q109 TRUIST FINL CORP | $25,379 | $31,197 |
| 29355A107 ENPHASE ENERGY INC | $939,424 | $536,440 |
| 058498106 BALL CORP | $35,868 | $30,550 |
| 756109104 REALTY INCOME CORP | $40,098 | $34,386 |
| 05464C101 AXON ENTERPRISE INC | $48,971 | $294,240 |
| 08862E109 BEYOND MEAT INC REG | $635,030 | $33,550 |
| 559222401 MAGNA INTERNATIONAL | $38,995 | $27,151 |
| 87612E106 TARGET CORP | $69,288 | $70,763 |
| 244199105 DEERE & CO | ||
| 20030N101 COMCAST CORP | $49,330 | $44,603 |
| 291011104 EMERSON ELECTRIC CO | $65,502 | $78,544 |
| 126408103 CSX CORP | $41,126 | $41,545 |
| 91324P102 UNITEDHEALTH GROUP I | ||
| G5960L103 MEDTRONIC PLC SHS | $76,944 | $54,861 |
| 742718109 PROCTER & GAMBLE CO/ | $69,398 | $76,688 |
| 911312106 UNITED PARCEL SERVIC | ||
| 882508104 TEXAS INSTRUMENTS IN | $80,591 | $85,788 |
| 42824C109 HEWLETT PACKARD ENTE | $66,491 | $82,775 |
| Y58473102 MAXEON SOLAR | $255,121 | $12,795 |
| 686275108 ORION ENERGY SYS | $91,473 | $16,650 |
| 532457108 ELI LILLY & CO | $85,538 | $210,954 |
| 22822V101 CROWN CASTLE INTERNA | ||
| 29364G103 ENTERGY CORP | ||
| 92343V104 VERIZON COMMUNICATIO | ||
| 11135F101 BROADCOM INC | $104,724 | $300,234 |
| 09228F103 BLACKBERRY LTD SHS | $476,639 | $125,488 |
| 30222R109 EXRO TECHNOLOGIES IN | $67,164 | $9,208 |
| 925652109 VICI PROPERTIES INC | ||
| 701094104 PARKER-HANNIFIN CORP | $111,254 | $182,092 |
| 92766K106 VIRGIN GALACTIC HLDG | ||
| 25058X105 DESKTOP METAL INC | ||
| 87165B103 SYNCHRONY FINANCIAL | $64,555 | $88,717 |
| G29183103 EATON CORP PLC | $53,918 | $85,599 |
| 580135101 MC DONALDS CORPORATI | $80,100 | $74,668 |
| 74251V102 PRINCIPAL FINANCIAL | $59,934 | $65,584 |
| 891160509 TORONTO-DOMINION BAN | $60,516 | $50,783 |
| 67066G104 NVIDIA CORP | $87,314 | $481,806 |
| 743315103 PROGRESSIVE CORP/THE | $92,323 | $166,583 |
| 98389B100 XCEL ENERGY INC | ||
| 163092109 CHEGG INC | $168,350 | $15,800 |
| 934423104 WARNER BROS DISCOVER | $59,665 | $13,764 |
| 369604301 GENERAL ELEC CO REG | $145,506 | $198,713 |
| 025816109 AMERICAN EXPRESS CO | $73,710 | $97,251 |
| 369550108 GENERAL DYNAMICS COR | $22,512 | $27,853 |
| 697435105 PALO ALTO NETWORKS I | $48,372 | $102,042 |
| 40412C101 HCA HEALTHCARE INC | $78,646 | $91,886 |
| 855244109 STARBUCKS CORP | ||
| 101137107 BOSTON SCIENTIFIC CO | $86,679 | $135,230 |
| 654106103 NIKE INC CL B | ||
| 075887109 BECTON DICKINSON AND | ||
| 666807102 NORTHROP GRUMMAN COR | ||
| 097023105 BOEING CO/THE | ||
| 37045V100 GENERAL MOTORS CO | ||
| 500754106 KRAFT HEINZ CO/THE | $65,889 | $54,097 |
| 81762P102 SERVICENOW INC | $69,925 | $120,361 |
| 36266G107 GE HEALTHCARE | $54,852 | $32,415 |
| 68404L201 OPTION CARE HEALTH I | $61,098 | $211,490 |
| 67103H107 O'REILLY AUTOMOTIVE | ||
| 460690100 INTERPUBLIC GROUP OF | $60,829 | $44,944 |
| 23331A109 DR HORTON INC | $47,371 | $62,432 |
| 012653101 ALBEMARLE CORP | ||
| 020002101 ALLSTATE CORP/THE | $35,466 | $35,924 |
| 03073E105 AMERISOURCEBERGEN CO | $55,495 | $57,226 |
| 032095101 AMPHENOL CORP | $93,514 | $121,940 |
| 09581B103 BLUE OWL CAP INC | $34,315 | $48,688 |
| 209115104 CONSOLIDATED EDISON | $58,370 | $60,359 |
| 25058X303 DESKTOP METAL INC RE | $422,059 | $10,738 |
| 253868103 DIGITAL REALTY TRUST | $66,388 | $89,101 |
| 36828A101 GE VERNOVA LLC | $37,963 | $53,511 |
| 40434L105 HP INC | $35,000 | $43,775 |
| 443201108 HOWMET AEROSPACE INC | $46,779 | $60,163 |
| 49177J102 KENVUE INC | $69,333 | $59,994 |
| 573284106 MARTIN MARIETTA MATE | $83,164 | $78,019 |
| 579780206 MC CORMICK & CO INC | $67,276 | $54,127 |
| 64110L106 NETFLIX COM INC | $117,159 | $141,725 |
| 78409V104 S&P GLOBAL INC | $85,151 | $88,754 |
| 828806109 SIMON PROPERTY GROUP | $55,464 | $57,077 |
| 88160R101 TESLA MTRS INC | $70,353 | $75,194 |
| 911363109 UNITED RENTALS INC | $46,431 | $69,200 |
| 92766K403 VIRGIN GALACTIC HLDG | $110,600 | $2,108 |
| 95040Q104 WELLTOWER INC | $116,933 | $141,780 |
| N3167Y103 FERRARI NV | $70,096 | $75,548 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 78463X202 SPDR EURO STOXX 50 E | AT COST | $204,983 | $290,174 |
| 278277108 EATON VANCE ENH INCO | AT COST | $108,778 | $239,580 |
| 92204A504 VANGUARD HEALTH CARE | AT COST | $26,542 | $133,000 |
| 464288448 SHARES DJ EPAC SEL D | AT COST | $186,106 | $149,418 |
| 461418162 AAM/BAHL & GAYNOR IN | AT COST | $250,000 | $347,876 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $17,937 | LegalFeesAmt |
| Disbursements Charitable Prps | $17,937 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 71IH89990 BLACKSTONE STRATEGIC | Desc |
| BOY Book Value | $85,723 | BOYBookValueAmt |
| EOY Book Value | $87,628 | EOYBookValueAmt |
| EOYFMV | $129,386 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV/COST ADJ FOR CONTRIBUTION | Desc |
| Amt | $582,795 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSE (NON-DEDUCTIBLE | $1,632 | $1,632 | $0 |
| OTHER CHARITABLE EXPENSES | $9,482 | $0 | $9,482 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,972 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR - YE SALES | $17,466 |
| PRIOR YEAR - YEAR END PURCHASES | $216,070 |
| TIMING DIFFERENCE | $7,858 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $107,827 | Amt |
| Net Investment Income | $64,696 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,131 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR AND MRS DALE KUTNICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 SHERMAN TURNPIKE | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068962048 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,326 | $6,326 | $0 |
| EXCISE TAX ESTIMATES | $7,000 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $60 | $60 | $0 |