ZIA CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZIA CHARITABLE FOUNDATION (EIN 47-5319201)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349103251
- Schema version
- 2024v5.1
- 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 Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T13:33:37-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,518,410 | 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 | $785,481 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,904 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,904 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $871,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,556,203 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $871,164 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,807,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,022,171 | 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 | $3,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,510 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,510 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,412 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,412 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,587,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,020,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,477 | CashBOYAmt |
| Cash EOY | $125,723 | CashEOYAmt |
| Cash EOYFMV | $125,723 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $702,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,262,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,262,847 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,100,748 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,120,841 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,143,312 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,634,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,400,507 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,590,576 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $399,793 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $395,952 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,476,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,309,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,518,410 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,010 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,010 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$5,394,313 | CapitalStockBOYAmt |
| Capital Stock EOY | -$6,145,670 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,867,474 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,455,381 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,473,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,309,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,476,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,309,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,473,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,587,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,308 | OtherIncreasesAmt |
| Subtotal | $6,086,376 | SubtotalAmt |
| Other Decreases | $776,665 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,309,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 SHS SNOWFLAKE, INC | P | 2024-01-22 | 2024-01-22 | $200,358 | $2,290 | $198,068 | $198,068 |
| 1,000 SHS SNOWFLAKE, INC | P | 2024-01-22 | 2024-01-24 | $207,358 | $2,290 | $205,068 | $205,068 |
| 1,000 SHS SNOWFLAKE, INC | P | 2024-01-22 | 2024-09-25 | $114,647 | $2,290 | $112,357 | $112,357 |
| 500 SHS SNOWFLAKE, INC | P | 2024-02-22 | 2024-10-15 | $62,378 | $1,145 | $61,233 | $61,233 |
| 350 SHS SNOWFLAKE, INC | P | 2024-02-07 | 2024-11-21 | $43,664 | $798 | $42,866 | $42,866 |
| 500 SHS SNOWFLAKE, INC | P | 2023-12-23 | 2024-11-21 | $85,578 | $1,145 | $84,433 | $84,433 |
| 500 SHS SNOWFLAKE, INC | P | 2023-12-23 | 2024-12-04 | $92,217 | $1,145 | $91,072 | $91,072 |
| 500M US TREASURY NTS 7/15/24 | P | 2023-07-05 | 2024-07-15 | $500,000 | $475,177 | $24,823 | $24,823 |
| 100M FHLB 8/15/44 CALLED | P | 2024-07-23 | 2024-12-16 | $100,000 | $100,000 | $0 | $0 |
| 250M US TREASURY NOTES 8/15/24 | P | 2023-07-11 | 2024-08-15 | $250,000 | $236,982 | $13,018 | $13,018 |
| 250M US TREASURY NOTES 1/31/24 | P | 2023-02-07 | 2024-01-31 | $250,000 | $240,549 | $9,451 | $9,451 |
| 100M US TREASUTY NOTES 4/30/24 | P | 2023-03-02 | 2024-04-30 | $100,000 | $96,969 | $3,031 | $3,031 |
| 100M US TREASUTY NOTES 3/15/24 | P | 2023-03-02 | 2024-03-15 | $100,000 | $95,068 | $4,932 | $4,932 |
| 250M US TREASURY NOTES 5/15/24 | P | 2023-06-13 | 2024-05-15 | $250,000 | $238,945 | $11,055 | $11,055 |
| 200M US TREASURY NOTES 6/17/24 | P | 2023-05-01 | 2024-06-17 | $200,000 | $190,246 | $9,754 | $9,754 |
| CAPITAL GAINS DIVIDENDS | P | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $871,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,187 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,187 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | 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 | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,187 | TaxDueAmt |
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 | $4,215,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,064,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,279,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,279,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,200,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,187 | TotalTaxAmt |
| Distributable Before Adj | $245,846 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $245,846 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $245,846 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $203,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,846 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,155 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,155 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,831 | 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 | $82,015 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 99 INDIAN FIELD ROAD | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $2,000 |
| ASPCA | |||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $5,000 |
| BOYS & GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK KANE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| UNITED WAY OF NORTH CAROLINA | |||||||
| 1130 KIDAIRE FARM ROAD 3 100 | CARY | NC | 27511 | NONE | PC | CHARITABLE | $1,026 |
| CAPE ELEUTHERA FOUNDATION | |||||||
| 1900 MARKET STREET 8TH FLOOR | PHILDELPHIA | PA | 19103 | NONE | PC | CHARITABLE | $5,000 |
| CHILDREN OF FALLEN PATRIOTS | |||||||
| 1818 LIBERTY STREET STE 500 | RESTON | VA | 20190 | NONE | PC | CHARITABLE | $1,000 |
| CORNERSTONE RANCH | |||||||
| 3933 COUNTRY ROAD 317 | MCKINNEY | TX | 75069 | NONE | PC | CHARITABLE | $5,166 |
| CT FOOD SHARE | |||||||
| DEPT 295 PO BOX | WALLINGFORD | CT | 06492 | NONE | PC | CHARITABLE | $1,000 |
| EAST COAST CONTEMPORARY BALLET | |||||||
| 15 YEW STREET | NORWALK | CT | 06850 | NONE | PC | CHARITABLE | $1,000 |
| EVERYTOWN FOR GUN SAFETY | |||||||
| PO BOX 9116 | WASHINGTON | DC | 20077 | NONE | PC | CHARITABLE | $1,050 |
| AVMF REACH | |||||||
| 1931 N MEACHAM ROAD STE 100 | SCHAUMBURG | IL | 60173 | NONE | PC | CHARITABLE | $5,182 |
| GREENPEACE | |||||||
| 702 H STREET NW STE 300 | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $1,000 |
| GREENWICH UNITED WAY | |||||||
| 2 DEERFIELD DRIVE STE 300 | GREENWICH | CT | 06610 | NONE | PC | CHARITABLE | $5,192 |
| HABITAT FOR HUMANITY | |||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | NONE | PC | CHARITABLE | $5,000 |
| HOMES WITH HOPE | |||||||
| PO BOX 631 | WESTPORT | CT | 06881 | NONE | PC | CHARITABLE | $1,040 |
| HORIZONS AT GREEN FARMS ACADEMY | |||||||
| 35 BEACHSIDE AVENUE | WESTPORT | CT | 06880 | NONE | PC | CHARITABLE | $5,600 |
| IMPACT FAIRFIELD | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | NONE | PC | CHARITABLE | $1,650 |
| INSPIRICA | |||||||
| 141 FRANKLIN STREET | STAMFOERD | CT | 06901 | NONE | PC | CHARITABLE | $5,000 |
| KIDS IN CRISIS | |||||||
| 1 SALEN STREET | COS COB | CT | 06807 | NONE | PC | CHARITABLE | $5,149 |
| LEHIGH UNIVERSITY | |||||||
| 6306 S NEW STREET SUITE 500 | BETHLEHEM | PA | 18015 | NONE | PC | CHARITABLE | $20,000 |
| MAKE A WISH CT | |||||||
| PO BOX 97104 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $1,050 |
| MEALS ON WHELLS | |||||||
| 89 MAPLE AVE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE | $1,000 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 248 EAST PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| OHIO WESLAYAN UNIVERSITY | |||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | NONE | PC | CHARITABLE | $5,000 |
| ONE LOVE | |||||||
| PO BOX 68589 | BALTIMORE | MD | 21264 | NONE | PC | CHARITABLECHARITABLE | $1,055 |
| PETA | |||||||
| PO BOX 96684 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $5,000 |
| PITZER COLLEGE | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | NONE | PC | CHARITABLE | $5,000 |
| PLANNED PARENTHOOD OF SNE | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | PC | CHARITABLE | $5,000 |
| REACH PREP | |||||||
| ONE DOCK STREET | STAMFOERD | CT | 06902 | NONE | PC | CHARITABLE | $5,120 |
| SEA SHEPHED CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | CHARITABLE | $5,000 |
| 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 | $5,000 |
| SPECIAL OLMPICS CT | |||||||
| PO BOX 4000 | HAMDEN | CT | 06514 | NONE | PC | CHARITABLE | $1,000 |
| ST JUDE'S RESEARCH HOSPITAL | |||||||
| 501 ST UDE PL | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $5,000 |
| THE ACCELERATION PROJECT | |||||||
| PO BOX 335 | SCARSDALE | NY | 10583 | NONE | PC | CHARITABLE | $1,000 |
| THE ELTHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | NONE | PC | CHARITABLE | $5,146 |
| THE FAY SCHOOL | |||||||
| 48 MAIN STREET | SOUTHBOUGH | MA | 01772 | NONE | PC | CHARITABLE | $5,000 |
| THE RIVER WALK FUND | |||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILL | NY | 11418 | NONE | PC | CHARITABLE | $5,000 |
| THE ROWEN CENTER | |||||||
| 1111 SUMMER STREET SUITE 202 | STAMFOERD | CT | 06106 | NONE | PC | CHARITABLE | $1,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | NONE | PC | CHARITABLE | $25,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE | $1,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $1,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | CHARITABLE | $2,500 |
| WOUNDED WARRIORS PROJECT | |||||||
| DONOR CARE CENTER PO BOX 758541 | TOPEKA | KS | 66675 | NONE | PC | CHARITABLE | $1,030 |
| BOYS AND GIRLS CLUB OF STAMFORD | |||||||
| 347 STILLWATER AVE | STAMFOERD | CT | 06902 | NONE | PC | CHARITABLE | $1,000 |
| CAPE COD MUSEUM OF ART | |||||||
| 60 HOPE LANE | DENNIS | MA | 02638 | NONE | PC | CHARITABLE | $10,331 |
| CHATHAM FIRE ASSOCIATION | |||||||
| PO BOX 751 | CHATHAM | MA | 02633 | NONE | PC | CHARITABLE | $5,000 |
| FOOD RESCUE US | |||||||
| 1127 HIGH RIDGE ROAD SUITE 338 | STAMFOERD | CT | 06905 | NONE | PC | CHARITABLECHARITABLE | $1,030 |
| GOOD DOG FOUNDATION | |||||||
| PO BOX 346 | HUDSON | NY | 12534 | NONE | PC | CHARITABLECHARITABLE | $1,000 |
| GREENWICH POINT CONSERVANCY | |||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | NONE | PC | CHARITABLECHARITABLE | $1,000 |
| LARCHMONT PET RESCUE | |||||||
| PO BOX 393 | LARCHMONT | CT | 10538 | NONE | PC | CHARITABLECHARITABLE | $1,000 |
| LUCKY DOG RESCUE | |||||||
| 36 PULASKI STREET | STAMFOERD | CT | 06902 | NONE | PC | CHARITABLECHARITABLE | $1,049 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET STE 300 | BOSTON | MA | 02199 | NONE | PC | CHARITABLECHARITABLE | $1,046 |
| PARTNERS TO END HUMAN TRAFFICKING | |||||||
| 50 QUALITY STREET PO BOX 110380 | TRUMBULL | CT | 06611 | NONE | PC | CHARITABLECHARITABLE | $1,000 |
| HUMANE SOCIETY OF THE US | |||||||
| 1225 23RD STREET | WASHINGTON | DC | 20037 | NONE | PC | CHARITABLECHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,412 | 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 | $23,904 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
| Related Or Exempt Function Incm | $871,161 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $151,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $871,161 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,022,171 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BRICE RUSSIAN | ||||||
| 1 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $38,192 | Yes (X) |
| BRICE RUSSIAN | ||||||
| 2 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $299,859 | Yes (X) |
| BRICE RUSSIAN | ||||||
| 3 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $54,690 | Yes (X) |
| LAURENCE RUSSIAN | ||||||
| 4 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $299,858 | Yes (X) |
| LAURENCE RUSSIAN | ||||||
| 5 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $54,690 | Yes (X) |
| LAURENCE RUSSIAN | ||||||
| 6 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $38,192 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ENRICO MARUFFI CPA | CategoryTxt |
| Amt | $3,020 | Amt |
| Net Investment Income | $1,510 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,510 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100M FHLB 7/22/44 CALABLE 7/22/25 | $100,000 | $99,152 |
| 100M FHLB 8/8/44 CALABLE 8/8/25 | $100,000 | $99,052 |
| 100M FFCB 8/12/44 CALABLE 2/12/25 | $99,793 | $98,807 |
| 100M FHLB 8/19/44 CALABLE 2/19/25 | $100,000 | $98,941 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,215.19 SHS ABS OPPUNTUNITY | $250,000 | $436,440 |
| 1,000 SHS SNOWFLAKE, INC. | $2,290 | $154,410 |
| 22,443.561 VARIANT ALTERNATIVE INCOME FUND INST CL | $681,895 | $666,308 |
| ABS CROSSOVER GROWTH PORTFOLIO | $500,000 | $582,807 |
| RELIANT CAP X | $225,554 | $0 |
| ABS POF II | $187,500 | $187,500 |
| 100 SHS VANGUARD S&P 500 NETF | $53,268 | $53,881 |
| GHISALLO CREDIT OPPORTUNITY INTERNATIONAL PARTNERS | $500,000 | $509,230 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,120,841 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,143,312 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BETWEEN COST BASIS AND FMV OF CONTRIBUTED PUBLICALLY TRADED STOCK | Desc |
| Amt | $776,665 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERID ADJUSTMENT | Desc |
| Amt | $25,308 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $3,010 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $14,249 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |