TAUCK FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TAUCK FAMILY FOUNDATION INC (EIN 27-0729341)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-09
- IRS object ID
- 202122529349101422
- Schema version
- 2020v4.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-09T15:20:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270729341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAUCK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAUC | BusinessNameControlTxt |
| Phone | 2038996824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WESTPORT ROAD PO BOX 650 | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR C TAUCK JR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2038996824 | PhoneNum |
| Signature | 2021-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARTHUR | PersonFirstNm |
| Person Last | TAUCK JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2021-08-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,619,312 | 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 | $235,664 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $164,434 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $164,434 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $243,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $600,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,992,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $620,955 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $361 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $361 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,244,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,029,101 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $232,397 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $232,397 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,601 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,601 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $104,880 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,755 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,125 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,987 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $19,378 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,274 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,274 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,600 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,600 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $511,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $366,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $770,521 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $770,521 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,282,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,136,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $926,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,130 | CashBOYAmt |
| Cash EOY | $88,057 | CashEOYAmt |
| Cash EOYFMV | $88,057 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,343,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,352,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,352,885 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $399,967 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $51,614 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,244 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,314,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,027,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,672,477 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,770,102 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,206,091 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,455,649 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $19,899,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,726,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,619,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $19,899,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,726,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,899,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,726,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,899,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,726,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,899,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,861,682 | SubtotalAmt |
| Other Decreases | $135,668 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,726,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING ADVISORS #53C-024923 LONG-TERM SALES | P | 2018-12-20 | 2020-07-14 | $60,547 | $52,232 | $8,315 | $8,315 |
| PERSHING ADVISORS #53C-024923 LONG-TERM SALES | D | 1999-01-04 | 2020-07-14 | $28,368 | $28,368 | $28,368 | |
| PERSHING ADVISORS #53C-025094 SHORT-TERM SALES | P | 2019-03-13 | 2020-12-31 | $89,660 | $73,889 | $15,771 | $15,771 |
| PERSHING ADVISORS #53C-025094 LONG-TERM SALES | P | 2016-03-30 | 2020-12-31 | $1,071,820 | $934,837 | $136,983 | $136,983 |
| PERSHING ADVISORS #53C-023529 SHORT-TERM SALES | P | 2019-10-17 | 2020-12-31 | $156,644 | $180,268 | -$23,624 | -$23,624 |
| PERSHING ADVISORS #53C-023529 LONG-TERM SALES | P | 2014-03-10 | 2020-12-31 | $1,416,337 | $1,121,230 | $295,107 | $295,107 |
| PERSHING ADVISORS #53C-023511 SHORT-TERM SALES | P | 2019-03-21 | 2020-12-31 | $900,000 | $900,000 | $0 | $0 |
| PERSHING ADVISORS #53C-023511 LONG-TERM SALES | P | 2014-03-06 | 2020-12-31 | $2,261,069 | $2,109,315 | $151,754 | $151,754 |
| CAPITAL GAINS DIVIDENDS | P | $8,281 | $8,281 | $8,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $620,955 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,876 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,876 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | 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 | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,124 | OverpaymentAmt |
| Applied To ES Tax | $17,124 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TAUCKFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038996824 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WESTPORT ROAD PO BOX 650 | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR C TAUCK III | ||||||||
| 10 WESTPORT ROAD PO BOX 650 | WILTON | CT | 06897 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ARTHUR C TAUCK JR | ||||||||
| 10 WESTPORT ROAD PO BOX 650 | WILTON | CT | 06897 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| COLLEEN R LETH | ||||||||
| 10 WESTPORT ROAD PO BOX 650 | WILTON | CT | 06897 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZABETH T WALTERS | ||||||||
| 10 WESTPORT ROAD PO BOX 650 | WILTON | CT | 06897 | TREASURER | 1.00 | $0 | $0 | $0 |
| KIRSTEN T MAHAR | ||||||||
| 10 WESTPORT ROAD PO BOX 650 | WILTON | CT | 06897 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HEATHER TAUCK | ||||||||
| 10 WESTPORT ROAD PO BOX 650 | WILTON | CT | 06897 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER MAHAR | ||||||||
| 10 WESTPORT ROAD PO BOX 650 | WILTON | CT | 06897 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM MAHAR | ||||||||
| 10 WESTPORT ROAD PO BOX 650 | WILTON | CT | 06897 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIRELLISE VAZQUEZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WESTPORT ROAD PO BOX 650 | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $107,647 | CompensationAmt |
| Employee Benefits | $7,725 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE CAPITAL MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 PARK AVENUE 17TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $54,675 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CAPACITY BUILDING SUPPORT - INVESTING IN BUILDING THE ORGANIZATIONAL CAPACITY OF GRANTEES TO DRIVE TOWARDS BETTER OUTCOMES FOR THE CHILDREN THEY SERVE IN THE CITY OF BRIDGEPORT. | Description1Txt |
| Expenses1 | $46,687 | Expenses1Amt |
| Description2 | KNOWLEDGE BUILDING AND SHARING - BUILDING AND SHARING KNOWLEDGE ABOUT HOW ESSENTIAL SOCIAL AND EMOTIONAL SKILLS - SELF-CONTROL, PERSISTENCE, MASTERY ORIENTATION, SOCIAL COMPETENCE, AND ACADEMIC SELF-EFFICACY - ARE BEST CULTIVATED AND MEASURED. | Description2Txt |
| Expenses2 | $11,167 | Expenses2Amt |
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 | $22,862,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,092,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,955,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,955,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $374,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,581,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,229,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,229,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,876 | TotalTaxAmt |
| Distributable Before Adj | $1,216,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,216,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,216,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,136,981 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,136,981 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,136,981 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,216,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $437,796 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $129,282 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,976 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $648,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,136,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,136,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $79,206 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $79,206 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $569,047 | 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 | $569,047 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $358,590 | ExcessFromYear4Amt |
| Excess From Year3 | $21,199 | ExcessFromYear3Amt |
| Excess From Year2 | $129,282 | ExcessFromYear2Amt |
| Excess From Year1 | $59,976 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MIRELLISE VAZQUEZ TAUCK FAMILY FOUN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WESTPORT ROAD PO BOX 650 | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2038996824 | RecipientPhoneNum |
| Recipient Email Address | MIRELLISE@TAUCKFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WWW.TAUCKFAMILYFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WWW.TAUCKFAMILYFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WWW.TAUCKFAMILYFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | IN HONOR OF GRANT | $200 |
| ACTION FOR BRIDGEPORT COMMUNITY DEVELOPMENT | ||||||
| 1070 PARK AVENUE | BRIDGEPORT | CT | 06604 | PC | CAPACITY BUILDING GRANT | $2,500 |
| ADAM J LEWIS ACADEMY | ||||||
| 500 STATE STREET | BRIDGEPORT | CT | 06604 | PC | COVID-19 RESPONSE GRANT | $1,500 |
| ALL OUR KIN | ||||||
| 1500 STATE STREET STREET | NEW HAVEN | CT | 06605 | PC | CAPACITY BUILDING GRANT | $8,754 |
| ALLIANCE FOR COMMUNITY DEVELOPMENT | ||||||
| 1070 PARK AVENUE | BRIDGEPORT | CT | 06604 | PC | COVID-19 RESPONSE GRANT | $5,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVENUE FL 17 | CHICAGO | IL | 60601 | PC | IN HONOR OF GRANT | $100 |
| ASANTE AFRICA FOUNDATION | ||||||
| 1334 CARLETON PLACE | LIVERMORE | CA | 94550 | PC | JUNIOR BOARD DIRECTED GRANT | $10,000 |
| BRIDGEPORT PUBLIC EDUCATION FUND | ||||||
| 446 UNIVERSITY AVENUE | BRIDGEPORT | CT | 06604 | PC | KNOWLEDGE BUILDING AND SHARING GRANT | $2,500 |
| BRIDGEPORT PUBLIC SCHOOLS | ||||||
| 45 LYON TERRACE ROOM 328 | BRIDGEPORT | CT | 06604 | GOV | CAPACITY BUILDING GRANT | $37,208 |
| BRIDGEPORT PUBLIC SCHOOLS | ||||||
| 45 LYON TERRACE ROOM 328 | BRIDGEPORT | CT | 06604 | GOV | CAPACITY BUILDING GRANT | $106,251 |
| BRIDGEPORT PUBLIC SCHOOLS | ||||||
| 45 LYON TERRACE ROOM 328 | BRIDGEPORT | CT | 06604 | GOV | COVID-19 RESPONSE GRANT | $3,000 |
| BRIDGEPORT PUBLIC SCHOOLS | ||||||
| 45 LYON TERRACE ROOM 328 | BRIDGEPORT | CT | 06604 | GOV | GENERAL OPERATING SUPPORT GRANT | $1,500 |
| BRIDGEPORT YMCA | ||||||
| 850 PARK AVENUE | BRIDGEPORT | CT | 06604 | PC | COVID-19 RESPONSE GRANT | $5,000 |
| BURROUGHS COMMUNITY CENTER | ||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PC | IN HONOR OF GRANT | $250 |
| BUILDING ONE COMMUNITY | ||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | DISCRETIONARY MATCHING GRANT | $2,000 |
| CATHOLIC ACADEMY OF BRIDGEPORT | ||||||
| 63 PEQUONNOCK STREET | BRIDGEPORT | CT | 06606 | PC | CAPACITY BUILDING GRANT | $26,000 |
| CATHOLIC ACADEMY OF BRIDGEPORT | ||||||
| 63 PEQUONNOCK STREET | BRIDGEPORT | CT | 06606 | PC | IN HONOR OF GRANT | $250 |
| CATHOLIC ACADEMY OF BRIDGEPORT | ||||||
| 63 PEQUONNOCK STREET | BRIDGEPORT | CT | 06606 | PC | COVID-19 RESPONSE GRANT | $30,000 |
| FILLING IN THE BLANKS | ||||||
| 346 MAIN AVENUE SUITE 3A | NORWALK | CT | 06851 | PC | DISCRETIONARY MATCHING GRANT | $500 |
| FILLING IN THE BLANKS | ||||||
| 346 MAIN AVENUE SUITE 3A | NORWALK | CT | 06851 | PC | IN HONOR OF GRANT | $250 |
| CONNECTICUT FOOD BANK | ||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | PC | COVID-19 RESPONSE GRANT | $100 |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | ||||||
| 75 CHARTER OAK AVENUE SUITE 1-205 | HARTFORD | CT | 06106 | PC | MEMBERSHIP GRANT | $3,435 |
| COOPERATIVE EDUCATIONAL SERVICES | ||||||
| 40 LINDEMAN DRIVE | TRUMBULL | CT | 06611 | GOV | CAPACITY BUILDING GRANT | $15,030 |
| COOPERATIVE EDUCATIONAL SERVICES | ||||||
| 40 LINDEMAN DRIVE | TRUMBULL | CT | 06611 | GOV | COVID-19 RESPONSE GRANT | $1,500 |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION | ||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 06854 | PC | KNOWLEDGE BUILDING AND SHARING GRANT | $1,025 |
| CT INSTITUTE FOR REFUGEES AND IMMIGRANTS | ||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | PC | COVID-19 RESPONSE GRANT | $1,000 |
| ENGAGING SCHOOLS | ||||||
| 23 GARDEN STREET | CAMBRIDGE | MA | 02138 | PC | DISCRETIONARY MATCHING GRANT | $1,000 |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION | ||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 06854 | PC | KNOWLEDGE BUILDING AND SHARING GRANT | $205 |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION | ||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 06854 | PC | KNOWLEDGE BUILDING AND SHARING GRANT | $2,500 |
| FIVE FROGS INC | ||||||
| 357 COMMERCE DRIVE 1142 | FAIRFIELD | CT | 06825 | PC | DISCRETIONARY MATCHING GRANT | $1,000 |
| GRANTMAKERS FOR EDUCATION | ||||||
| 700 SW 5TH AVENUE 4000 3RD FLOOR | PORTLAND | OR | 97204 | PC | MEMBERSHIP GRANT | $700 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | PC | MEMBERSHIP GRANT | $1,030 |
| GREEN VILLAGE INITIATIVE | ||||||
| 135 CLARENCE STREET | BRIDGEPORT | CT | 06608 | PC | IN HONOR OF GRANT | $1,000 |
| HOLLAND HILL PTA | ||||||
| 105 MEADOWCROFT ROAD | FAIRFIELD | CT | 06824 | PC | DISCRETIONARY MATCHING GRANT | $100 |
| HORIZONS AT GREENS FARMS ACADEMY | ||||||
| 35 BEACHSIDE AVENUE PO BOX 998 | GREENS FARMS | CT | 06838 | PC | CAPACITY BUILDING GRANT | $20,000 |
| HORIZONS AT GREENS FARMS ACADEMY | ||||||
| 35 BEACHSIDE AVENUE PO BOX 998 | GREENS FARMS | CT | 06838 | PC | COVID-19 RESPONSE GRANT | $10,000 |
| HORIZONS AT SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | PC | CAPACITY BUILDING GRANT | $19,000 |
| HORIZONS AT SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | PC | DISCRETIONARY MATCHING GRANT | $100 |
| HORIZONS AT SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | PC | IN HONOR OF GRANT | $500 |
| HORIZONS AT SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | PC | COVID-19 RESPONSE GRANT | $10,000 |
| FAIRFIELD WOODS MIDDLE SCHOOL | ||||||
| 1115 FAIRFIELD WOODS ROAD | FAIRFIELD | CT | 06825 | PC | DISCRETIONARY MATCHING GRANT | $100 |
| FAITH ACTS FOR EDUCATION | ||||||
| 160 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06604 | PC | COVID-19 RESPONSE GRANT | $1,000 |
| HORIZONS BRIDGEPORT | ||||||
| 1057 BROAD STREET | BRIDGEPORT | CT | 06604 | PC | COVID-19 RESPONSE GRANT | $5,000 |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION | ||||||
| 900 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 06604 | PC | COVID-19 RESPONSE GRANT | $1,500 |
| FRIENDS OF THE LIBRARY CORVALLIS-BENTON COUNTY PUBLIC LIBRARY | ||||||
| 645 NW MONROE AVENUE | CORVALLIS | OR | 97330 | PC | IN HONOR OF GRANT | $250 |
| MAKE THE ROAD STATES | ||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | PC | COVID-19 RESPONSE GRANT | $1,000 |
| MCGIVNEY COMMUNITY CENTER | ||||||
| 338 STILLMAN STREET | BRIDGEPORT | CT | 06608 | PC | COVID-19 RESPONSE GRANT | $1,000 |
| NATIONAL PUBLIC EDUCATION SUPPORT FUND | ||||||
| 1900 L STREET NW SUITE 520 | WASHINGTON | DC | 20036 | PC | KNOWLEDGE BUILDING AND SHARING GRANT | $2,500 |
| NEW BEGINNINGS FAMILY ACADEMY | ||||||
| 184 GARDEN STREET | BRIDGEPORT | CT | 06605 | PC | GENERAL OPERATING SUPPORT GRANT | $150,000 |
| NEW BEGINNINGS FAMILY ACADEMY | ||||||
| 184 GARDEN STREET | BRIDGEPORT | CT | 06605 | PC | DISCRETIONARY MATCHING GRANT | $125 |
| NEW BEGINNINGS FAMILY ACADEMY | ||||||
| 184 GARDEN STREET | BRIDGEPORT | CT | 06605 | PC | IN HONOR OF GRANT | $500 |
| NEW BEGINNINGS FAMILY ACADEMY | ||||||
| 184 GARDEN STREET | BRIDGEPORT | CT | 06605 | PC | COVID-19 RESPONSE GRANT | $30,000 |
| OPTIMUS HEALTHCARE | ||||||
| 982 EAST MAIN STREET | BRIDGEPORT | CT | 06608 | PC | COVID-19 RESPONSE GRANT | $2,500 |
| PERSON TO PERSON | ||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | PC | DISCRETIONARY MATCHING GRANT | $500 |
| REACH PREP | ||||||
| ONE DOCK STREET | STAMFORD | CT | 06902 | PC | IN HONOR OF GRANT | $100 |
| REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP | ||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PC | KNOWLEDGE BUILDING AND SHARING GRANT | $1,500 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| PO BOX 415644 | CAMBRIDGE | MA | 02138 | PC | CAPACITY BUILDING GRANT | $57,694 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| PO BOX 415644 | CAMBRIDGE | MA | 02138 | PC | CAPACITY BUILDING GRANT | $57,694 |
| REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP | ||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PC | CAPACITY BUILDING GRANT | $50,000 |
| REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP | ||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PC | IN HONOR OF GRANT | $1,250 |
| REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP | ||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PC | COVID-19 RESPONSE GRANT | $10,000 |
| REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP | ||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PC | KNOWLEDGE BUILDING AND SHARING GRANT | $2,500 |
| SOUTHWEST COMMUNITY HEALTH CENTER | ||||||
| 46 ALBION STREET | BRIDGEPORT | CT | 06605 | PC | COVID-19 RESPONSE GRANT | $2,500 |
| READ TO GROW | ||||||
| 53 SCHOOL GROUND ROAD 3 | BRANFORD | CT | 06405 | PC | KNOWLEDGE BUILDING AND SHARING GRANT | $2,500 |
| ST PAUL'S CHILD DEVELOPMENT CENTER | ||||||
| 1475 NOBLE AVENUE | BRIDGEPORT | CT | 06610 | PC | COVID-19 RESPONSE GRANT | $1,500 |
| THE BRIDGE FAMILY CENTER | ||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 06107 | PC | IN HONOR OF GRANT | $100 |
| SOUNDS TRUE FOUNDATION | ||||||
| 413 SOUTH ARTHUR AVENUE | LOUISVILLE | CO | 80027 | PC | IN HONOR OF GRANT | $100 |
| SUSTAINABLE WEST MILFORD | ||||||
| 10 PONDEROSA PLACE | HEWITT | NJ | 07421 | PC | IN HONOR OF GRANT | $250 |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY | ||||||
| 8555 MAIN STREET 10TH FLOOR | BRIDGEPORT | CT | 06604 | PC | COVID-19 RESPONSE GRANT | $2,500 |
| UNITED WE OM | ||||||
| 978 HARDSCRABBLE ROAD | ROXBURY | NY | 12474 | PC | IN HONOR OF GRANT | $108 |
| WAKEMAN BOYS & GIRLS CLUB | ||||||
| 2614 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PC | IN HONOR OF GRANT | $1,000 |
| YALE UNIVERSITY | ||||||
| 389 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | PC | CAPACITY BUILDING GRANT | $51,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $770,521 | 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 | $164,434 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,351 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $600,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,008,946 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,008,946 | 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 |
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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ARTHUR C TAUCK III AND M FRANCES LI | |||||||
| 1 | 1359 TAUGHANNOCK BOULEVARD | ITHACA | NY | 14850 | $24,382 | Yes (X) | |
| ARTHUR TAUCK JR | |||||||
| 2 | 6 BLUFF POINT | WESTPORT | CT | 06880 | $48,770 | Yes (X) | |
| ROBLEY TAUCK | |||||||
| 3 | 223 HILLSPOINT ROAD | WESTPORT | CT | 06880 | $15,569 | Yes (X) | |
| ELIZABETH AND FREDERICK WALTERS | |||||||
| 4 | 6778 WING POINT ROAD NE | BAINBRIDGE ISLAND | WA | 98110 | $19,677 | Yes (X) | |
| KIRSTEN AND DANIEL MAHAR | |||||||
| 5 | 596 ALLENS CREEK ROAD | ROCHESTER | NY | 14618 | $25,000 | Yes (X) | |
| PETER TAUCK | |||||||
| 6 | 272 HILLSPOINT ROAD | WESTPORT | CT | 068806619 | $100,166 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 17 SHS. ALPHABET, INC. (GOOG) | $24,382 | 2020-01-31 |
| 2 | 975 SHS. COMCAST CORPORATION (CMCSA) | $48,770 | 2020-12-22 |
| 3 | 25 SHS. TESLA, INC. (TSLA) | $15,569 | 2020-12-16 |
| 4 | 303 SHS. VANGUARD U.S. GROWTH FUND INVESTOR SHARES (VWUSX) | $19,677 | 2020-12-16 |
| 6 | 297 SHS. THERMO FISHER (TMO) | $100,166 | 2020-01-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (72 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO 2% 06/26/2022 | $97,875 | $102,502 |
| 3M CO 3.25% 02/14/2024 | $72,847 | $76,152 |
| ABBVIE INC 3.2% 11/06/2022 | $49,489 | $52,349 |
| AIR PRODUCTS AND CHEMICALS INC 8.75% 04/15/2021 | $25,407 | $25,463 |
| ALABAMA PWR CO 2.8% 04/01/2025 | $77,261 | $80,792 |
| ALTRIA GROUP INC 4% 01/31/2024 | $75,560 | $82,347 |
| AMPHENOL CORP 4% 02/01/2022 | $25,071 | $25,707 |
| ASTRAZENECA PLC 3.375% 11/16/2025 | $30,695 | $33,676 |
| AUTOZONE INC 2.875% 01/15/2023 | $24,665 | $26,046 |
| BECTON DICKINSON & CO 3.875% 05/15/2024 | $52,040 | $54,664 |
| BOEING CO 2.125% 03/01/2022 | $48,452 | $50,840 |
| BRISTOL-MYERS SQUIBB CO 2% 08/01/2022 | $47,939 | $51,318 |
| BRISTOL-MYERS SQUIBB CO 7.15% 06/15/2023 | $54,691 | $58,156 |
| BROWN FORMAN CORP 2.25% 01/15/2023 | $72,556 | $77,205 |
| BURLINGTON NORTHN SANTA FE CP 3.05% 03/15/2022 | $58,650 | $61,527 |
| CHURCH & DWIGHT INC 2.875% 10/01/2022 | $75,381 | $78,193 |
| CLOROX CO DEL 3.5% 12/15/2024 | $20,689 | $22,143 |
| CLOROX CO DEL 3.8% 11/15/2021 | $50,234 | $51,520 |
| CONAGRA BRANDS INC 3.2% 01/25/2023 | $24,584 | $27,346 |
| CVS HEALTH CORP 4.125% 05/15/2021 | $25,158 | $25,050 |
| DIAGEO CAP PLC 2.625% 04/29/2023 | $20,144 | $20,944 |
| DIAGEO INVT CORP 2.875% 05/11/2022 | $75,145 | $77,555 |
| DISCOVERY COMMUNICATIONS LLC 4.375% 06/15/2021 | $50,228 | $50,879 |
| DUKE ENERGY PROGRESS INC 2.8% 05/15/2022 | $75,857 | $77,071 |
| DXC TECHNOLOGY CO 4.45% 09/18/2022 | $50,489 | $52,626 |
| EATON CORP OHIO 2.75% 11/02/2022 | $97,758 | $104,345 |
| EL PASO NAT GAS CO 8.625% 01/15/2022 | $52,266 | $54,081 |
| ELI LILLY & CO 7.125% 06/01/2025 | $59,593 | $63,758 |
| EVERSOURCE ENERGY 2.8% 05/01/2023 | $15,030 | $15,739 |
| EXPRESS SCRIPTS HLDG CO 3.9% 02/15/2022 | $26,161 | $26,956 |
| GENERAL ELECTRIC CO 5.3% 02/11/2021 | $75,186 | $75,350 |
| GILEAD SCIENCES INC 4.5% 04/01/2021 | $25,101 | $25,000 |
| GLAXOSMITHKLINE CAP INC 3.375% 05/15/2023 | $77,193 | $80,352 |
| HERSHEY CO 2.3% 08/15/2026 | $15,085 | $16,259 |
| HOME DEPOT INC 3.35% 09/15/2025 | $75,879 | $84,458 |
| JOHNSON & JOHNSON 2.45% 03/01/2026 | $100,469 | $108,787 |
| MASTERCARD INCORPORATED 2.95% 11/21/2026 | $49,234 | $55,886 |
| MASTERCARD INCORPORATED 3.375% 04/01/2024 | $51,623 | $54,789 |
| MCCORMICK & CO INC 3.9% 07/15/2021 | $35,272 | $35,342 |
| MCDONALDS CORP 2.625% 01/15/2022 | $99,518 | $102,412 |
| MERCK & CO. INC 3.875% 01/15/2021 | $50,032 | $50,034 |
| MICROSOFT CORP 4% 02/08/2021 | $100,215 | $100,314 |
| MOSAIC CO 4.25% 11/15/2023 | $50,244 | $54,573 |
| NOVARTIS CAPITAL CORP 3.4% 05/06/2024 | $77,617 | $82,276 |
| ORACLE CORP 3.4% 07/08/2024 | $82,202 | $87,564 |
| OREILLY AUTOMOTIVE INC 3.8% 09/01/2022 | $45,016 | $47,103 |
| PEPSICO INC 2.375% 10/06/2026 | $50,642 | $54,508 |
| PFIZER INC 3% 06/15/2023 | $49,623 | $53,285 |
| POTOMAC ELEC PWR CO 3.05% 04/01/2022 | $50,618 | $51,662 |
| PRECISION CASTPARTS CORP 3.25% 06/15/2025 | $49,949 | $55,248 |
| PSEG POWER LLC 4.15% 09/15/2021 | $50,202 | $50,740 |
| PUBLIC SVC CO NEW HAMPSHIRE 3.2% 09/01/2021 | $25,078 | $25,145 |
| R. J. REYNOLDS TOBACCO COMPANY 3.75% 05/20/2023 | $47,500 | $53,005 |
| RALI SERIES TRUST 2006-QS16 20361125 6.00000 | $0 | $18,492 |
| RALSTON PURINA CO 8.125% 02/01/2023 | $55,156 | $56,675 |
| STARBUCKS CORP 3.85% 10/01/2023 | $51,685 | $54,304 |
| STRYKER CORPORATION 3.375% 11/01/2025 | $99,365 | $111,557 |
| SYSCO CORP 3.75% 10/01/2025 | $75,885 | $84,203 |
| THERMO FISHER SCIENTIFIC INC 3% 04/15/2023 | $50,029 | $52,770 |
| TOYOTA MOTOR CORP 3.183% 07/20/2021 | $75,362 | $76,183 |
| TYCO ELECTRONICS GROUP S A 4.875% 01/15/2021 | $50,032 | $50,065 |
| UNILEVER CAP CORP 2.75% 03/22/2021 | $100,049 | $100,554 |
| UNILEVER CAP CORP 3.1% 07/30/2025 | $103,930 | $110,903 |
| VIACOM INC 3.875% 04/01/2024 | $49,409 | $54,658 |
| VIRGINIA ELEC & PWR CO 3.45% 09/01/2022 | $50,440 | $52,079 |
| VISA INC 2.15% 09/15/2022 | $48,061 | $51,552 |
| WALMART INC 2.85% 07/08/2024 | $101,589 | $108,185 |
| WASTE MGMT INC DEL 3.125% 03/01/2025 | $99,443 | $109,482 |
| WISCONSIN ELEC PWR CO 3.1% 06/01/2025 | $129,308 | $136,589 |
| WYETH 6.45% 02/01/2024 | $97,674 | $104,857 |
| ZENECA WILMINGTON INC 7% 11/15/2023 | $55,142 | $58,904 |
| ZOETIS INC 3.25% 02/01/2023 | $48,119 | $52,595 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (122 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CAP STK CL C | $53,722 | $197,962 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | $109,131 | $209,842 |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | $72,533 | $84,303 |
| CISCO SYS INC COM | $61,796 | $57,951 |
| COMCAST CORP NEW CL A | $97,223 | $157,724 |
| COSTCO WHSL CORP NEW COM | $40,037 | $131,873 |
| DISNEY | $74,787 | $115,049 |
| DOMINION ENERGY INC COM | $27,301 | $28,576 |
| DUKE ENERGY CORP NEW COM NEW | $22,921 | $27,010 |
| EBAY INC. COM | $22,719 | $56,280 |
| ECOLAB INC COM | $37,569 | $75,726 |
| ENERGY SELECT SECTOR SPDR FUND | $140,322 | $77,506 |
| F5 NETWORKS INC COM | $85,230 | $107,675 |
| FINANCIAL SELECT SECTOR SPDR FUND | $96,253 | $97,284 |
| HARDING LOEVNER INTERNATIONAL EQUITY INSTL | $270,015 | $331,178 |
| HOME DEPOT INC COM | $51,225 | $168,669 |
| HONEYWELL INTL INC COM | $62,590 | $95,715 |
| INTEL CORP COM | $53,862 | $52,809 |
| INVESCO DEVELOPING MARKETS FUND CLASS R6 | $187,237 | $236,829 |
| ISHARES CORE MSCI EAFE ETF | $272,159 | $290,178 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $509,127 | $527,718 |
| ISHARES MSCI EMERGING MARKETS ETF | $169,021 | $210,555 |
| ISHARES S&P MIDCAP FUND | $398,862 | $663,060 |
| ISHARES S&P SMALL-CAP FUND | $201,662 | $330,840 |
| JOHNSON & JOHNSON COM | $75,179 | $137,708 |
| L3HARRIS TECHNOLOGIES INC COM | $62,008 | $64,267 |
| MCDONALDS CORP COM | $47,386 | $115,015 |
| MERGER FUND INST | $100,030 | $100,058 |
| METROPOLITAN WEST TOTAL RETURN BOND | $430,500 | $455,035 |
| MICROSOFT CORP COM | $2,458 | $179,048 |
| MOLSON COORS BEVERAGE CO CL B | $50,440 | $36,152 |
| NESTLE S A SPONSORED ADR | $71,744 | $115,444 |
| NEXTERA ENERGY INC COM | $10,770 | $109,553 |
| ORACLE CORP COM | $73,530 | $122,911 |
| PAYPAL HLDGS INC COM | $17,503 | $130,684 |
| PFIZER INC COM | $85,754 | $103,436 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $633,777 | $636,219 |
| PROCTER AND GAMBLE CO COM | $66,692 | $110,616 |
| RAYTHEON TECHNOLOGIES CORP COM | $12,042 | $48,984 |
| STRYKER CORPORATION COM | $50,831 | $153,150 |
| TESLA INC COM | $754 | $17,642 |
| THERMO FISHER SCIENTIFIC INC COM | $18,474 | $167,681 |
| UTILITIES SELECT SECTOR SPDR FUND | $149,989 | $170,544 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | $244,314 | $243,315 |
| VANGUARD US GROWTH | $297 | $96,345 |
| VIACOMCBS INC CL B | $130,872 | $58,647 |
| VIATRIS INC COM | $4,695 | $6,522 |
| WALMART INC COM | $59,838 | $133,339 |
| WASTE MGMT INC DEL COM | $21,074 | $108,496 |
| ZOETIS INC CL A | $25,409 | $139,848 |
| AERCAP HOLDINGS NV SHS | $90,857 | $80,859 |
| ALPHABET INC CAP STK CL A | $22,467 | $64,848 |
| ALPHABET INC CAP STK CL C | $186,437 | $576,369 |
| AMAZON COM INC COM | $37,760 | $420,144 |
| ANTHEM INC COM | $151,769 | $180,131 |
| AON PLC SHS CL A | $214,420 | $346,272 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | $280,417 | $383,281 |
| CAPITAL ONE FINL CORP COM | $65,495 | $95,193 |
| CITIGROUP INC COM NEW | $250,803 | $319,707 |
| COMCAST CORP NEW CL A | $331,586 | $502,254 |
| DISH NETWORK CORPORATION CL A | $122,870 | $118,073 |
| DISNEY | $112,328 | $227,562 |
| FACEBOOK INC CL A | $212,141 | $346,640 |
| GENERAL ELECTRIC CO COM | $279,047 | $332,554 |
| GENERAL MTRS CO COM | $129,774 | $157,399 |
| GOLDMAN SACHS GROUP INC COM | $239,694 | $335,439 |
| HILTON WORLDWIDE HLDGS INC COM | $150,608 | $220,072 |
| LIBERTY BROADBAND CORP COM SER A | $51,375 | $99,591 |
| LIBERTY GLOBAL PLC SHS CL C | $132,633 | $277,306 |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | $34,391 | $75,436 |
| MARRIOTT INTL INC NEW CL A | $230,364 | $368,980 |
| MICROSOFT CORP COM | $100,828 | $592,304 |
| MORGAN STANLEY COM NEW | $114,885 | $196,064 |
| NETFLIX INC COM | $107,824 | $201,152 |
| UNITEDHEALTH GROUP INC COM | $96,159 | $285,103 |
| WABTEC COM | $62,891 | $65,075 |
| WELLS FARGO CO NEW COM | $393,547 | $327,453 |
| WOODWARD INC COM | $48,069 | $61,616 |
| ISHARES CORE MSCI EAFE ETF | $5,027 | $5,942 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $4,895 | $6,080 |
| ISHARES RUSSELL 1000 GROWTH ETF | $41,235 | $64,626 |
| ISHARES RUSSELL 3000 ETF | $12,024 | $14,531 |
| ISHARES S&P 500 GROWTH ETF | $30,857 | $49,269 |
| ISHARES S&P 500 VALUE ETF | $70,964 | $84,493 |
| ISHARES S&P MIDCAP FUND | $3,493 | $4,826 |
| ISHARES S&P SMALL-CAP FUND | $3,878 | $4,595 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $33,680 | $33,877 |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | $22,152 | $23,477 |
| VANGUARD TOTAL BOND MARKET INDEX FUND | $57,621 | $59,793 |
| ABBVIE INC COM | $95,424 | $114,651 |
| ALPHABET INC CAP STK CL A | $137,356 | $315,475 |
| AMETEK INC COM | $86,044 | $139,081 |
| APPLE INC COM | $85,505 | $344,994 |
| APPLIED MATLS INC COM | $65,002 | $122,978 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | $96,269 | $97,385 |
| BIOGEN INC COM | $42,884 | $33,056 |
| CARLISLE COS INC COM | $81,906 | $81,995 |
| CENTENE CORP DEL COM | $107,988 | $115,558 |
| COMCAST CORP NEW CL A | $96,768 | $109,516 |
| CROWN CASTLE INTL CORP NEW COM | $110,097 | $144,863 |
| D R HORTON INC COM | $117,454 | $210,206 |
| DANAHER CORPORATION COM | $84,123 | $257,682 |
| DISNEY | $71,994 | $99,649 |
| FACEBOOK INC CL A | $91,717 | $166,628 |
| FISERV INC COM | $80,880 | $154,280 |
| GODADDY INC CL A | $88,997 | $89,171 |
| INCYTE CORP COM | $50,939 | $55,667 |
| JPMORGAN CHASE & CO COM | $78,298 | $167,097 |
| KANSAS CITY SOUTHERN COM NEW | $53,264 | $71,446 |
| LPL FINL HLDGS INC COM | $130,316 | $166,752 |
| MARVELL TECHNOLOGY INC COM | $28,981 | $115,998 |
| MASTERCARD INCORPORATED CL A | $72,068 | $271,274 |
| MICROSOFT CORP COM | $89,835 | $88,968 |
| MONSTER BEVERAGE CORP NEW COM | $89,298 | $99,416 |
| POST HLDGS INC COM | $144,177 | $196,970 |
| SKYWORKS SOLUTIONS INC COM | $107,511 | $160,524 |
| STARBUCKS CORP COM | $74,234 | $128,376 |
| TARGET CORP COM | $123,248 | $299,218 |
| TRIMBLE INC COM | $75,006 | $125,861 |
| TRUIST FINL CORP COM | $94,011 | $158,169 |
| UNITED RENTALS INC COM | $84,010 | $144,944 |
| ZIMMER BIOMET HOLDINGS INC COM | $90,834 | $123,272 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $51,614 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $50,244 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $135,668 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ASSOCIATION EXPENSE | $500 | $0 | $0 | $500 |
| CAPACITY BUILDING SUPPORT | $46,687 | $0 | $0 | $46,687 |
| INSURANCE | $7,408 | $0 | $0 | $7,408 |
| KNOWLEDGE SHARING RESEARCH | $11,587 | $0 | $0 | $11,587 |
| OFFICE EXPENSE | $2,145 | $0 | $0 | $2,145 |
| OTHER EXPENSES & FEES | $1,073 | $0 | $0 | $1,073 |
| PAYROLL SERVICE | $5,369 | $0 | $0 | $5,369 |
| WEBSITE, INTERNET, FAX | $4,366 | $0 | $0 | $4,366 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STOP AND SHOP COMMUNITY BAG PROGRAM CHECK | $46 | $46 |
| MORGAN STANLEY | $315 | $315 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $4,125 | $0 | $0 | $4,125 |
| INVESTMENT MANAGEMENT FEES | $100,755 | $100,755 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $1,987 | $1,987 | $0 | $0 |
| MISC. TAXES | $42,554 | $0 | $0 | $0 |
| PAYROLL TAXES | $19,378 | $0 | $0 | $19,378 |