YVETTE & ARTHUR EDER CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- YVETTE & ARTHUR EDER CHARITABLE FOUNDATION TRUST (EIN 75-6642619)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202531329349102503
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T13:01:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 LONG WHARF DRIVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | 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 | 756642619 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YVETTE & ARTHUR EDER CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YVET | BusinessNameControlTxt |
| Phone | 2037775800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 CHAPEL STREET 11 FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND BERSHTEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2037775802 | PhoneNum |
| Signature | 2025-05-12 | 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 | RENEE PANTANI | PreparerPersonNm |
| PTIN | P00351516 | PTIN |
| Phone | 2037819600 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| 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 | $22,500,568 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $846,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $840,102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,842,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $825,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $840,102 | 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 |
| Legal Fees Rev And Expnss | $115,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $115,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,845 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,191 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,191 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,354 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $307,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,079,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,079,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,386,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,079,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,560,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $649,712 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $345,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $433,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $433,478 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $15,291,979 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,643,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,067,089 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,637,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,077,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,500,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,637,899 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,077,359 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,637,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,077,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,637,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,077,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,637,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,560,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,077,359 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,077,359 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JANNEY #29840328 | P | $3,250,000 | $3,244,294 | $5,706 | $5,706 |
| JANNEY #29840328 | P | $4,592,698 | $4,618,581 | -$25,883 | -$25,883 |
| CAPITAL GAINS DIVIDENDS | P | $12 | $12 | $12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,165 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,031 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,031 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,470 | 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 | $10,470 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,439 | OverpaymentAmt |
| Applied To ES Tax | $1,439 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | YVETTEARTHUREDER.COM | WebsiteAddressTxt |
| Individual With Books | RAYMOND BERSHTEIN TRUSTEE | IndividualWithBooksNm |
| Phone | 2037775800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 COURT STREET 3RD FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAYMOND BERSHTEIN | ||||||||
| 900 CAHPEL STREET 11TH FLOOR | NEW HAVEN | CT | 06510 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JILL EDER | ||||||||
| 438 VINEYARD POINT ROAD | GUILFORD | CT | 06437 | ADVISORY COMMITTEE | 0.00 | $0 | $0 | $0 |
| RAYMOND BERSHTEIN | ||||||||
| 900 CAHPEL STREET 11TH FLOOR | NEW HAVEN | CT | 06510 | ADVISORY COMMITTEE | 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 | $22,067,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $582,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,650,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,650,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $339,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,310,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,115,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,115,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,031 | TotalTaxAmt |
| Distributable Before Adj | $1,106,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,106,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,106,513 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,079,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,079,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,106,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,652 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,079,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,652 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,106,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $970,935 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $970,935 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $970,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $970,935 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CAMP RISING SUN | |||||||
| POBOX 472 | BRANFORD | CT | 06405 | PC | CONTRIBUTION TO SUPPORT 501(C) 3 PURPOSE | $190,000 | |
| CENTRAL SYNAGOGUE | |||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $90,000 | |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $100,000 | |
| DANCES WITH WOOD | |||||||
| 80 OLD ORCHARD RD | CLINTON | CT | 06413 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $100,000 | |
| GUILFORD ARTS CENTER | |||||||
| 411 CHURCH STREET | GUILFORD | CT | 06437 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $10,000 | |
| JEWISH FOUNDATION OF GREATER NEW HAVEN | |||||||
| 360 AMITY RD SUITE 201 | WOODBRIDGE | CT | 06525 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $25,200 | |
| LA'ARETZ | |||||||
| 2 BLUE SLIP | BROOKLY | NY | 11222 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $1,023,400 | |
| MAKE A WISH CONNECTICUT | |||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $100,000 | |
| ST BRIDGET OF SWEDEN PARISH | |||||||
| 175 MAIN STREET | CHESHIRE | CT | 06410 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $100,000 | |
| TEMPLE BETH SHALOM | |||||||
| 1809 WHITNEY AVE | HAMDEN | CT | 06517 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $50,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $50,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $18,000 | |
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATION | |||||||
| 244 MADISON AVE SUITE 482 | NEW YORK | NY | 10016 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $50,000 | |
| HAIFA FOUNDATION NORTH AMERICA INC | |||||||
| C/O GATES GOLDSTEIN LLP 2 MAIN | ROSLYN | NY | 11576 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $100,000 | STREET SUITE 1 |
| BELEV ECHAD | |||||||
| 1766 SECOND AVE | NEW YORK | NY | 10128 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $72,000 | |
| A SHOT FOR LIFE | |||||||
| 80 POPLAR ST | WATERTOWN | MA | 02472 | PC | CONTRIBUTION TO SUPPORT 501(C)3 PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,079,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $846,115 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,165 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIP INVESTMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $825,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $825,950 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,845 | Amt |
| Net Investment Income | $5,845 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | AT COST | $4,110,294 | $12,477,443 |
| BONDS & NOTES | AT COST | $9,533,586 | $9,589,646 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $115,000 | LegalFeesAmt |
| Net Investment Income | $115,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PREMIUM | Desc |
| Revenue And Expenses Per Books | $117,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $66,191 | $66,191 | $0 |
| MISCELLANEOUS | $0 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL EDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 VINEYARD POINT ROAD | AddressLine1Txt |
| City | GUILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06437 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $2,438 | $2,438 | $0 |
| FOREIGN TAX WITHHELD | $916 | $916 | $0 |