ZIA CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ZIA CHARITABLE FOUNDATION (EIN 47-5319201)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-29
- IRS object ID
- 202301199349100605
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-29T16:12:00-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873913780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENRICO MARUFFI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1754 6OTH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475319201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIA CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZIAC | BusinessNameControlTxt |
| Phone | 2036183770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ABS INVMT 537 STEAMBOAT RD FL 4 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURENCE RUSSIAN | PersonNm |
| Person Title | TREASURY/SECRETARY | PersonTitleTxt |
| Phone | 2036183770 | PhoneNum |
| Signature | 2023-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURENCE | PersonFirstNm |
| Person Last | RUSSIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ENRICO MARUFFI | PreparerPersonNm |
| PTIN | P00187356 | PTIN |
| Phone | 7184902369 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2022 | 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 | $4,133,352 | 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 | $124 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,024 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,024 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,553 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $248,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $248,894 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $286,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,471 | 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 | $3,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,762 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,763 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $687 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $687 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $133 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,896 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,231 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,231 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,127 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $284,012 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,042 | CashBOYAmt |
| Cash EOY | $79,851 | CashEOYAmt |
| Cash EOYFMV | $79,851 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,616,832 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,516,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,516,135 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $925,508 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $929,639 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,279,209 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,490,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,607,727 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,939,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,012,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,133,352 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$4,629,992 | CapitalStockBOYAmt |
| Capital Stock EOY | -$4,629,992 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,569,075 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,641,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,939,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,011,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,939,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,012,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,939,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,011,342 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,011,342 | 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 |
|---|---|---|---|---|---|---|---|
| 500 SHS SNPWFLAKE, INC | D | 2021-11-17 | 2022-08-25 | $97,872 | $1,145 | $96,727 | $96,727 |
| 500 SHS SNPWFLAKE, INC | D | 2021-11-17 | 2022-12-01 | $76,448 | $1,145 | $75,303 | $75,303 |
| 2 SHS SNPWFLAKE, INC | P | 2021-11-17 | 2022-12-13 | $312 | $5 | $307 | $307 |
| 498 SHS SNPWFLAKE, INC | P | 2021-11-17 | 2022-12-13 | $77,697 | $1,140 | $76,557 | $76,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $248,894 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,948 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,948 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | 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 | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,052 | OverpaymentAmt |
| Applied To ES Tax | $1,052 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036183770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ABS INVMT 537 STEAMBOAT RD FL 4 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 |
|---|---|---|---|---|---|---|---|---|
| BRICE RUSSIAN | ||||||||
| 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LAURENCE RUSSIAN | ||||||||
| 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | TREASURER/SCERETARY | 0.00 | $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 | $2,394,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,127,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,522,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,522,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,454,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,948 | TotalTaxAmt |
| Distributable Before Adj | $218,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $218,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $218,777 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,127 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $157,127 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $37,969 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,127 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $37,969 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $37,969 | 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 | $23,681 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18 ST NW | WASHINGTON DC | DC | 20006 | NONE | PC | CHARITABLE | $5,181 |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $5,000 |
| BOYS & GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK KANE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| BRIDGEPORT RESCUE MISSION | |||||||
| 1088 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | NONE | PC | CHARITABLE | $1,000 |
| CAPE ELEUTHERA FOUNDATION | |||||||
| PO BOX 712484 | PHILDELPHIA | PA | 19171 | NONE | PC | CHARITABLE | $10,000 |
| CHILDREN CANCER RESEACH FUND | |||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | NONE | PC | CHARITABLECHARITABLE | $1,052 |
| CHILDREN OF FALLEN PATRIOTS | |||||||
| 44900 PRENTICE DRIVE | DUKKES | VA | 20166 | NONE | PC | CHARITABLE | $1,000 |
| CT FOOD BANK | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | PC | CHARITABLE | $1,000 |
| EAST COAST CONTEMPORARY BALLET | |||||||
| 304 MAIN AVE 316 | NORWALK | CT | 06851 | NONE | PC | CHARITABLE | $1,000 |
| EVERTOWN FOR GUN SAFETY | |||||||
| 450 LEXINGTON AVE UNIT 4184 | NEW YORK | NY | 10163 | NONE | PC | CHARITABLE | $2,500 |
| FOOD RESCUE US | |||||||
| 1127 HIGH RIDGE RD STE 338 | STAMFOERD | CT | 06905 | NONE | PC | CHARITABLE | $1,000 |
| GREEN'S FARM ACADEMY | |||||||
| 35 BEACHSIDE AVENUE | WESTPORT | CT | 06880 | NONE | PC | CHARITABLE | $10,000 |
| GREENPEACE | |||||||
| 702 H STREET NW STE 300 | WASHINGTON DC | DC | 20001 | NONE | PC | CHARITABLE | $5,000 |
| GREENWICH UNITED WAY | |||||||
| 1 LAFAYETTE CT | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,500 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NONE | PC | CHARITABLE | $10,000 |
| HORIZONS AT GREEN FARMS ACADEMY | |||||||
| 35 BEACHSIDE AVENUE | WESTPORT | CT | 06880 | NONE | PC | CHARITABLE | $10,376 |
| INSPIRICA | |||||||
| 8 WOODLAND PL | STAMFOERD | CT | 06902 | NONE | PC | CHARITABLE | $2,500 |
| KIDS IN CRISIS | |||||||
| 1 SALEN STREET | COS COB | CT | 06807 | NONE | PC | CHARITABLE | $5,000 |
| MAKE A WISH CT | |||||||
| 56 COMMERCE DRIVE | TRUMBULL | CT | 06611 | NONE | PC | CHARITABLE | $1,000 |
| MEALS ON WHELLS | |||||||
| 89 MAPLE AVE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| MSK CYCLE FOR SURVIVAL | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $1,000 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 248 EAST PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,050 |
| OHIO WESLAYAN UNIVERSITY | |||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | NONE | PC | CHARITABLE | $2,500 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | NONE | PC | CHARITABLE | $5,000 |
| PETA | |||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | NONE | PC | CHARITABLE | $5,000 |
| PITZER COLLEGE | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | NONE | PC | CHARITABLE | $2,500 |
| PLANNED PARENTHOOD OF SNE | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | PC | CHARITABLE | $7,500 |
| REACH PREP | |||||||
| ONE DOCK STREET | STAMFOERD | CT | 06902 | NONE | PC | CHARITABLE | $2,500 |
| SEA SHEPHED | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | CHARITABLE | $5,000 |
| SPECIAL OLMPICS CT | |||||||
| 2666 STATE STREET | HAMDEN | CT | 06517 | NONE | PC | CHARITABLE | $1,000 |
| ST JUDE'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $5,000 |
| THE ELTHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | NONE | PC | CHARITABLE | $2,500 |
| THE FAY SCHOOL | |||||||
| 48 MAIN STREET | SOUTHBOUGH | MA | 01772 | NONE | PC | CHARITABLE | $2,500 |
| THE RIVER WALK FUND | |||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILL | NY | 11418 | NONE | PC | CHARITABLE | $1,100 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | NONE | PC | CHARITABLE | $10,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE | $1,000 |
| BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| CORNERSTONE RANCH | |||||||
| 3933 COUNTRY ROAD 317 | MCKINNEY | TX | 75069 | NONE | PC | CHARITABLE | $2,500 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60602 | NONE | PC | CHARITABLE | $1,000 |
| GREENWICH HOSPITAL | |||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | NONE | PC | CHARITABLE | $1,000 |
| IMPACT FAIRFIELD | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | NONE | PC | CHARITABLE | $2,100 |
| PLANNED PARENTHOOD OF SNE-FALL EVENT | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | PC | CHARITABLE | $1,000 |
| SALVATION ARMY FAIRFIELD COINTY | |||||||
| PO BOX 509 | HARTFORD | CT | 06141 | NONE | PC | CHARITABLE | $1,000 |
| SHELBOURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | NONE | PC | CHARITABLE | $1,000 |
| SOUNDWATERS | |||||||
| COVE ISLAND PARK 1281 COVE RD | STAMFORD | CT | 06902 | NONE | PC | CHARITABLE | $1,000 |
| STAMFORD HOSPITAL | |||||||
| ONE HOSPITAL PLAZA PO BOX 9317 | STAMFORD | CT | 06904 | NONE | PC | CHARITABLE | $1,000 |
| UNITED UKRAIN AMERICAN RELIEF | |||||||
| 1206 COTTMAN AVENUE | PHILDELPHIA | PA | 19111 | NONE | PC | CHARITABLE | $5,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | NONE | PC | CHARITABLE | $1,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | CHARITABLE | $1,872 |
| WOUNDED WARRIORS PROJECT | |||||||
| DONOR CARE CENTER PO BOX 758541 | TOPEKA | KS | 66675 | NONE | PC | CHARITABLE | $1,000 |
| YMCA GALA | |||||||
| YMCA GREENWICH 50 EAST PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,231 | 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 | $4,024 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,553 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $248,894 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $248,894 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,471 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CAPITAL GAINS EXCLUDED BY SEC. 512 | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LAURENCE RUSSIAN | ||||||
| 1 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $62 | Yes (X) |
| BRICE RUSSIAN | ||||||
| 2 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $62 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MOTECHIN & MARUFFI, CPA'S | $750 | $375 | $375 |
| ENRICO MARUFFI CPA | $2,775 | $1,387 | $1,388 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,215.19 SHS ABS OPPUNTUNITY | $250,000 | $316,692 |
| 1,000 SHS SNOWFLAKE, INC. | $2,290 | $143,540 |
| 20,295.215 VARIANT ALTERNATIVE INCOME FUND INST CL | $557,037 | $580,240 |
| ABS CROSSOVER GROWTH PORTFOLIO | $500,000 | $378,154 |
| RELIANT CAP X | $106,521 | $114,101 |
| ABS POF II | $75,000 | $75,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $925,508 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $929,639 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $19 | $10 | $9 |
| FILING FEES | $124 | $0 | $124 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $54,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |