DALE KUTNICK AND LAURA GORDON KUTNICK FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DALE KUTNICK AND LAURA GORDON KUTNICK FOUNDATION INC (EIN 06-1469212)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-10
- IRS object ID
- 202543149349102514
- Schema version
- 2024v5.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T14:01:32-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061469212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALE & LAURA KUTNICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KUTN | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE KUTNICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2025-10-30 | 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 | $24,378,805 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $353,965 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $337,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$342,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,141,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $11,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $337,912 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $359,885 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $359,885 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $123,391 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,034 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,356 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,687 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,502 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $24,336 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,336 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $11,151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $544,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $444,122 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $705,714 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $705,714 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,250,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,149,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,239,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,520 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,327 | CashBOYAmt |
| Cash EOY | $8,065 | CashEOYAmt |
| Cash EOYFMV | $8,065 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,324,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,998,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,998,525 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $13,304,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,127,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,550,542 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $156,580 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $155,208 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $153,304 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $864,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,117,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,668,369 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,658,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,407,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,378,805 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $38,320 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $38,320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,620,028 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,407,223 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,620,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,407,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,658,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,407,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,620,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,239,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,598 | OtherIncreasesAmt |
| Subtotal | $15,407,223 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,407,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (158 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 34. AMERICAN EXPRESS CO | 2022-02-25 | 2024-11-01 | $9,291 | $6,585 | $2,706 | $2,706 | |
| 22. AMERICAN EXPRESS CO | 2023-06-16 | 2024-11-01 | $6,012 | $3,790 | $2,222 | $2,222 | |
| 32. AMERICAN EXPRESS CO | 2022-04-27 | 2024-11-01 | $8,744 | $5,657 | $3,087 | $3,087 | |
| 98. AMERICAN EXPRESS CO | 2022-03-17 | 2024-11-01 | $26,779 | $18,135 | $8,644 | $8,644 | |
| 173. AMERICAN EXPRESS CO | 2023-06-16 | 2025-04-08 | $39,650 | $29,801 | $9,849 | $9,849 | |
| 500. AXON ENTERPRISE INC | 2019-03-07 | 2024-10-08 | $214,204 | $24,485 | $189,719 | $189,719 | |
| 250. AXON ENTERPRISE INC | 2019-03-07 | 2025-05-08 | $172,309 | $12,243 | $160,066 | $160,066 | |
| 50. AXON ENTERPRISE INC | 2019-03-07 | 2025-05-28 | $37,580 | $2,449 | $35,131 | $35,131 | |
| 200. AXON ENTERPRISE INC | 2019-03-07 | 2025-05-28 | $150,321 | $9,794 | $140,527 | $140,527 | |
| 82. BALL CORP | 2021-03-12 | 2025-01-31 | $4,561 | $6,933 | -$2,372 | -$2,372 | |
| 230. BALL CORP | 2020-06-16 | 2025-01-31 | $12,792 | $16,277 | -$3,485 | -$3,485 | |
| 197. BALL CORP | 2020-05-01 | 2025-01-31 | $10,957 | $12,658 | -$1,701 | -$1,701 | |
| 2743. BLUE OWL CAP INC | 2023-09-21 | 2025-05-05 | $50,788 | $32,469 | $18,319 | $18,319 | |
| 500. BROADCOM INC | 2023-01-26 | 2024-11-01 | $84,758 | $29,661 | $55,097 | $55,097 | |
| 543. CSX CORP | 2021-05-21 | 2025-01-31 | $17,894 | $17,843 | $51 | $51 | |
| 617. CSX CORP | 2023-06-16 | 2025-01-31 | $20,333 | $20,580 | -$247 | -$247 | |
| 82. CSX CORP | 2022-08-04 | 2025-01-31 | $2,702 | $2,703 | -$1 | -$1 | |
| 139. COMCAST CORP NEW CL A | 2021-09-16 | 2025-03-14 | $4,919 | $7,998 | -$3,079 | -$3,079 | |
| 283. COMCAST CORP NEW CL A | 2023-05-19 | 2025-03-14 | $10,016 | $11,702 | -$1,686 | -$1,686 | |
| 717. COMCAST CORP NEW CL A | 2023-06-16 | 2025-03-14 | $25,376 | $29,630 | -$4,254 | -$4,254 | |
| 219. D R HORTON INC | 2023-06-16 | 2025-03-14 | $27,630 | $25,618 | $2,012 | $2,012 | |
| 126. D R HORTON INC | 2023-02-16 | 2025-03-14 | $15,897 | $12,260 | $3,637 | $3,637 | |
| 98. D R HORTON INC | 2023-03-22 | 2025-03-14 | $12,364 | $9,493 | $2,871 | $2,871 | |
| 240. DESKTOP METAL INC REG SHS CL A | 2020-12-16 | 2025-03-10 | $470 | $41,597 | -$41,127 | -$41,127 | |
| 240. DESKTOP METAL INC REG SHS CL A | 2020-12-16 | 2025-03-10 | $470 | $41,597 | -$41,127 | -$41,127 | |
| 420. DESKTOP METAL INC REG SHS CL A | 2020-12-16 | 2025-03-10 | $823 | $72,794 | -$71,971 | -$71,971 | |
| 100. DESKTOP METAL INC REG SHS CL A | 2020-12-16 | 2025-03-10 | $196 | $17,332 | -$17,136 | -$17,136 | |
| 1600. DESKTOP METAL INC REG SHS CL A | 2021-03-05 | 2025-03-10 | $3,136 | $248,739 | -$245,603 | -$245,603 | |
| 1092. DISNEY (WALT) CO COM STK | 2024-05-24 | 2024-07-23 | $99,505 | $110,964 | -$11,459 | -$11,459 | |
| 20000. EXRO TECHNOLOGIES INC | 2021-06-03 | 2025-03-13 | $1,357 | $67,164 | -$65,807 | -$65,807 | |
| 416. GE HEALTHCARE TECHNOLOGIES INC SHS | 2017-09-08 | 2025-03-10 | $35,690 | $54,852 | -$19,162 | -$19,162 | |
| 85. HONEYWELL INTERNATIONAL INC | 2023-01-26 | 2024-11-01 | $17,760 | $17,727 | $33 | $33 | |
| 831. INTERPUBLIC GROUP COMPANIES INC | 2023-05-19 | 2025-01-31 | $23,845 | $32,108 | -$8,263 | -$8,263 | |
| 714. INTERPUBLIC GROUP COMPANIES INC | 2023-06-16 | 2025-01-31 | $20,488 | $28,721 | -$8,233 | -$8,233 | |
| 6300. KELLY SVCS INC CL A NVTG | 2012-03-19 | 2025-03-10 | $83,652 | $99,343 | -$15,691 | -$15,691 | |
| 1904. KENVUE INC | 2023-09-21 | 2024-11-01 | $43,477 | $40,003 | $3,474 | $3,474 | |
| 1396. KENVUE INC | 2023-09-21 | 2025-01-31 | $29,839 | $29,330 | $509 | $509 | |
| 886. KRAFT (THE) HEINZ CO SHS | 2023-06-16 | 2025-01-31 | $26,415 | $32,831 | -$6,416 | -$6,416 | |
| 183. KRAFT (THE) HEINZ CO SHS | 2023-01-26 | 2025-01-31 | $5,456 | $7,256 | -$1,800 | -$1,800 | |
| 610. KRAFT (THE) HEINZ CO SHS | 2023-01-10 | 2025-01-31 | $18,187 | $25,803 | -$7,616 | -$7,616 | |
| 380. MAGNA INTERNATIONAL INC CLASS A | 2023-07-25 | 2024-08-08 | $14,861 | $23,727 | -$8,866 | -$8,866 | |
| 268. MAGNA INTERNATIONAL INC CLASS A | 2023-06-16 | 2024-08-08 | $10,481 | $15,268 | -$4,787 | -$4,787 | |
| 328. MC CORMICK NON VTG | 2023-07-25 | 2025-01-31 | $25,324 | $29,415 | -$4,091 | -$4,091 | |
| 435. MC CORMICK NON VTG | 2023-06-30 | 2025-01-31 | $33,585 | $37,861 | -$4,276 | -$4,276 | |
| 15000. ORION ENERGY SYS | 2021-06-03 | 2025-03-10 | $11,320 | $91,473 | -$80,153 | -$80,153 | |
| 80. PROLOGIS INC | 2021-03-12 | 2025-04-10 | $7,568 | $8,046 | -$478 | -$478 | |
| 23. PROLOGIS INC | 2022-06-06 | 2025-04-10 | $2,176 | $2,940 | -$764 | -$764 | |
| 27. PROLOGIS INC | 2021-01-21 | 2025-04-10 | $2,554 | $2,693 | -$139 | -$139 | |
| 5. PROLOGIS INC | 2020-02-10 | 2025-04-10 | $473 | $469 | $4 | $4 | |
| 159. PROLOGIS INC | 2020-02-06 | 2025-04-10 | $15,041 | $14,820 | $221 | $221 | |
| 334. PROLOGIS INC | 2017-10-11 | 2025-04-10 | $31,596 | $21,574 | $10,022 | $10,022 | |
| 93. PROLOGIS INC | 2023-05-05 | 2025-04-10 | $8,798 | $11,767 | -$2,969 | -$2,969 | |
| .333 SANDISK CORP | 2025-01-31 | 2025-02-26 | $16 | $15 | $1 | $1 | |
| 303. SANDISK CORP | 2025-01-31 | 2025-03-14 | $16,188 | $14,094 | $2,094 | $2,094 | |
| 478. TARGET CORP | 2024-05-24 | 2025-03-14 | $49,916 | $69,288 | -$19,372 | -$19,372 | |
| 111. THERMO FISHER SCIENTIFIC INC | 2017-01-26 | 2025-01-31 | $66,387 | $15,881 | $50,506 | $50,506 | |
| 16. THERMO FISHER SCIENTIFIC INC | 2016-06-30 | 2025-01-31 | $9,569 | $2,348 | $7,221 | $7,221 | |
| 36. THERMO FISHER SCIENTIFIC INC | 2023-01-26 | 2025-01-31 | $21,531 | $20,645 | $886 | $886 | |
| 324. TORONTO DOMINION BANK | 2022-05-06 | 2024-10-14 | $18,235 | $23,303 | -$5,068 | -$5,068 | |
| 192. TORONTO DOMINION BANK | 2022-05-24 | 2024-10-14 | $10,806 | $13,791 | -$2,985 | -$2,985 | |
| 408. TORONTO DOMINION BANK | 2023-03-22 | 2024-10-14 | $22,963 | $23,421 | -$458 | -$458 | |
| 148. UNION PACIFIC CORP | 2022-04-08 | 2024-11-01 | $34,533 | $35,970 | -$1,437 | -$1,437 | |
| 13. UNION PACIFIC CORP | 2021-03-12 | 2024-11-01 | $3,033 | $2,789 | $244 | $244 | |
| 107. UNITED RENTALS INC COM | 2023-09-21 | 2025-04-10 | $62,181 | $46,431 | $15,750 | $15,750 | |
| 179. UNITEDHEALTH GROUP INC | 2025-04-10 | 2025-06-06 | $54,262 | $107,002 | -$52,740 | -$52,740 | |
| 70. UNITEDHEALTH GROUP INC | 2024-11-01 | 2025-06-06 | $21,220 | $39,726 | -$18,506 | -$18,506 | |
| 25. UNITEDHEALTH GROUP INC | 2025-01-31 | 2025-06-06 | $7,579 | $13,621 | -$6,042 | -$6,042 | |
| 250. VIRGIN GALACTIC HLDGS INC | 2021-04-23 | 2025-03-10 | $758 | $110,600 | -$109,842 | -$109,842 | |
| 29. ZOETIS INC | 2024-11-01 | 2025-03-14 | $4,646 | $5,287 | -$641 | -$641 | |
| 4. ZOETIS INC | 2020-02-10 | 2025-03-14 | $641 | $558 | $83 | $83 | |
| 75. ZOETIS INC | 2021-03-12 | 2025-03-14 | $12,016 | $11,451 | $565 | $565 | |
| 237. ZOETIS INC | 2023-01-26 | 2025-03-14 | $37,970 | $39,461 | -$1,491 | -$1,491 | |
| 125. ZOETIS INC | 2020-02-06 | 2025-03-14 | $20,026 | $17,361 | $2,665 | $2,665 | |
| 106. ZOETIS INC | 2020-03-17 | 2025-03-14 | $16,982 | $12,132 | $4,850 | $4,850 | |
| 117. EATON CORP PLC | 2023-07-25 | 2024-11-01 | $39,368 | $24,084 | $15,284 | $15,284 | |
| 13. EATON CORP PLC | 2023-06-30 | 2024-11-01 | $4,374 | $2,624 | $1,750 | $1,750 | |
| 80. EXPIRED PUT/CALL | 2023-12-07 | 2024-07-22 | $38,320 | $38,320 | $38,320 | ||
| 100. MAXEON SOLAR TECHNOLOGIES LTD | 2021-07-16 | 2025-03-10 | $303 | $157,054 | -$156,751 | -$156,751 | |
| 50. MAXEON SOLAR TECHNOLOGIES LTD | 2021-04-23 | 2025-03-10 | $152 | $98,067 | -$97,915 | -$97,915 | |
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,633 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$342,954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,420 | OverpaymentAmt |
| Applied To ES Tax | $3,580 | AppliedToESTaxAmt |
| Refund | $3,840 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TOREN KUTNICK | ||||||
| 37 CRAIG COURT | STAMFORD | CT | 06903 | TREASURER/DIR | 25 | $267,965 |
| LAURA KUTNICK | ||||||
| 23 SHERMAN TURNPIKE | REDDING | CT | 06896 | PRESIDENT/DIR | 4 | $0 |
| DALE KUTNICK | ||||||
| 23 SHERMAN TURNPIKE | REDDING | CT | 06896 | SECRETARY/DIR | 4 | $0 |
| VARYK KUTNICK | ||||||
| 606 POST ROAD EAST 402 | WESTPORT | CT | 06880 | VP/OFFICER | 1 | $60,960 |
| KYLA KUTNICK | ||||||
| AVE 55 SE 6TH ST APT 4105W | MIAMI | FL | 33131 | VP/OFFICER | 1 | $30,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,272,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,034,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,306,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,306,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $364,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,942,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,197,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,197,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,580 | TotalTaxAmt |
| Distributable Before Adj | $1,193,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $27,018 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,220,555 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,220,555 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,149,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,149,836 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,220,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $705,714 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,149,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $705,714 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $444,122 | 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 | $776,433 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | N/A | PC | UNRESTRICTED GENERAL | $25,000 |
| CONNECTICUT FOREST & PARK ASSOCIATION | |||||||
| 16 MERIDEN ROAD | ROCKFALL | CT | 06481 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | N/A | PC | UNRESTRICTED GENERAL | $100,000 |
| CONNECTICUT HUMANE SOCIETY | |||||||
| 701 RUSSELL ROAD | NEWINGTON | CT | 06111 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| EARTHPLACE THE NATURE DISCOVERY CTR | |||||||
| 10 WOODSIDE LANE | WESTPORT | CT | 06880 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| UNITARIAN CHURCH IN WESTPORT | |||||||
| 10 LYONS PLAINS ROAD | WESTPORT | CT | 06880 | N/A | PC | UNRESTRICTED GENERAL | $15,000 |
| WSHU PUBLIC RADIO SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| MARK TWAIN LIBRARY ASSN INC | |||||||
| RT 53 DIAMOND HILL ROAD | REDDING | CT | 06896 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| MOCA WESTPORT INC | |||||||
| 19 NEWTOWN TURNPIKE | WESTPORT | CT | 06880 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| WESTERN CONNECTICUT HOSPICE | |||||||
| 30 MILESTONE ROAD | DANBURY | CT | 06810 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| THE ALDRICH CONTEMPORARY ART MUSEUM INC | |||||||
| 258 MAIN STREET | RIDGEFIELD | CT | 06877 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| WCS BRONX ZOO | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | UNRESTRICTED GENERAL | $8,000 |
| US SOCCER FEDERATION | |||||||
| 303 E WACKER DR STE 1200 | CHICAGO | IL | 60601 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| PROPUBLICA INC | |||||||
| 155 AVENUE AMERICA | NEW YORK | NY | 10013 | N/A | PC | UNRESTRICTED GENERAL | $7,500 |
| CORNELL UNIVERSITY | |||||||
| BOX 37334 | BOONE | IA | 50037 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| FRIENDS OF OFANIM | |||||||
| 100 SPRINGDALE ROAD | CHERRY | NJ | 08003 | N/A | PC | UNRESTRICTED GENERAL | $30,000 |
| FOUNDATION FOR TOMORROW | |||||||
| PO BOX 470836 | CHARLOTTE | NC | 28247 | N/A | PC | UNRESTRICTED GENERAL | $1,150 |
| COMMUNITY FDN OF NEW JERSEY | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | N/A | PC | UNRESTRICTED GENERAL | $54,464 |
| CONNECTICUT INVENTION CONVENTION INC | |||||||
| PO BOX 230311 | HARTFORD | CT | 06123 | N/A | PC | UNRESTRICTED GENERAL | $40,000 |
| REDDING VOLUNTEER FIRE COMPANY NO 1 INC | |||||||
| PO BOX 185 | REDDING RIDGE | CT | 06876 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| AMERICAN RIVERS INC | |||||||
| 1101 14TH STREET NW | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| WESTPORT COUNTRY PLAYHOUSE INC | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| BRONX CHILDRENS MUSEUM | |||||||
| 725 EXTERIOR STREET 2ND FL | BRONX | NY | 10451 | N/A | PC | UNRESTRICTED GENERAL | $7,000 |
| KAELI KRAMER FOUNDATION | |||||||
| 309 TROTTING LANE | WESTBURY | NY | 11590 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| KIDS HELPING KIDS | |||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| K9S FOR WARRIORS INC | |||||||
| 4630 HIGHWAY 151 | SAN ANTONIO | TX | 78227 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| PRIME COALITION INC | |||||||
| 625 MASSACHUSETTS AVE 2ND FL | CAMBRIDGE | MA | 02139 | N/A | PC | UNRESTRICTED GENERAL | $100,000 |
| RISING STARR HORSE RESCUE | |||||||
| 93 SILVER SPRING ROAD | WILTON | CT | 06897 | N/A | PC | UNRESTRICTED GENERAL | $9,500 |
| SWEET FARM FOUNDATION | |||||||
| 210 HALL ROAD | HIMROD | NY | 14842 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| POUND RIDGE LAND CONSERVANCY INC | |||||||
| 1361 OLD POST ROAD | POUND RIDGE | NY | 10576 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA ROAD STE 3 | MISSOULA | MT | 59804 | N/A | PC | UNRESTRICTED GENERAL | $80,000 |
| THE NATURE CONSERVATORY | |||||||
| 4245 FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| ACT THEATRE-A CONTEMPORARY THEATRE OF CT | |||||||
| 36 OLD QUARRY ROAD | RIDGEFIELD | CT | 06877 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| FOST FOR GOOD INC | |||||||
| 124 W 13TH STREET | NEW YORK | NY | 10011 | N/A | PC | UNRESTRICTED GENERAL | $25,000 |
| GOVERN FOR AMERICA INC | |||||||
| 1629 K STREET NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED GENERAL | $15,000 |
| NUVANCE HEALTH | |||||||
| 45 READE PL | POUGHKEEPSIE | NY | 12601 | N/A | PC | UNRESTRICTED GENERAL | $25,000 |
| ETHOS FARM PROJECT | |||||||
| 177 WEST MILL ROAD | LONG VALLEY | NJ | 07853 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| VILLAGE COMMUNITY FOUNDATION | |||||||
| 4 STAR POINT 201 | STAMFORD | CT | 06902 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| JACKSON HOLE INTERNATIONAL FILM FESTIVAL | |||||||
| PO BOX 9819 | JACKSON | WY | 83002 | N/A | PC | UNRESTRICTED GENERAL | $18,000 |
| BLUE WATER FILM FESTIVAL INC | |||||||
| 12774 TORREY BLUFF DRIVE APT 81 | SAN DIEGO | CA | 92130 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| PAWS PROGRESSIVE ANIMAL WELFARE SOCIETY | |||||||
| 15305 44TH AVENUE W | LYNNWOOD | WA | 98087 | N/A | PC | UNRESTRICTED GENERAL | $1,500 |
| NORWAYNE CITIZENS COUNCIL | |||||||
| 32150 DORSEY ROAD | WESTLAND | MI | 48186 | N/A | PC | UNRESTRICTED GENERAL | $600 |
| CLIMATE CABINET EDUCATION | |||||||
| 150 SUTTER STREET | SAN FRANCISCO | CA | 94104 | N/A | PC | UNRESTRICTED GENERAL | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $705,714 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $353,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$342,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,011 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 36966TBX9 GENERAL ELEC CAP COR | $104,904 | $103,815 |
| 594918BY9 MICROSOFT CORP | $50,304 | $49,489 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (138 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 74340W103 PROLOGIS INC | ||
| 46269C102 IRIDIUM COMMUNICATIO | $45,213 | $246,036 |
| 65341B106 XPLR INFRASTRUCTURE | $27,504 | $17,632 |
| 037833100 APPLE INC | $24,167 | $365,203 |
| 366651107 GARTNER INC | $277,153 | $1,760,378 |
| 931142103 WAL MART STORES INC | ||
| 254687106 WALT DISNEY CO/THE | $95,996 | $124,010 |
| 717081103 PFIZER INC | $19,039 | $28,385 |
| 46625H100 J P MORGAN CHASE & C | $72,473 | $179,744 |
| 883556102 THERMO FISHER SCIENT | ||
| 907818108 UNION PACIFIC CORP | $55,388 | $63,042 |
| F5362H107 IPSEN PROMESSES | $46,866 | $213,617 |
| 307305102 FANUC CORP | $103,690 | $67,950 |
| 459200101 INTERNATIONAL BUSINE | $75,633 | $144,442 |
| H1467J104 CHUBB LTD | $47,972 | $159,346 |
| 09247X101 BLACKROCK INC | $175,146 | $261,263 |
| 172967424 CITIGROUP INC | $47,336 | $85,120 |
| 43300A203 HILTON WORLDWIDE HOL | $39,738 | $85,229 |
| 438516106 HONEYWELL INTERNATIO | $26,298 | $35,631 |
| 404609109 HACKETT GROUP INC/TH | $41,820 | $171,865 |
| 466249208 J SAINSBURY PLC | $124,987 | $161,400 |
| 458140100 INTEL CORPORATION | $49,725 | $36,400 |
| 594918104 MICROSOFT CORP COM | $139,377 | $621,763 |
| 92826C839 VISA INC | $82,945 | $285,460 |
| 488152208 KELLY SERVICES INC | ||
| 98954M200 ZILLOW GROUP INC SHS | $126,663 | $245,175 |
| 01609W102 ALIBABA GROUP HOLDIN | $40,502 | $58,973 |
| 86771W105 SUNRUN INC SHS | $1,487,440 | $609,328 |
| 110122108 BRISTOL-MYERS SQUIBB | $16,419 | $27,774 |
| 22160K105 COSTCO WHSL CORP NEW | $82,763 | $325,690 |
| 747525103 QUALCOMM INC | $78,194 | $171,205 |
| 437076102 HOME DEPOT INC/THE | $17,571 | $109,992 |
| 00206R102 AT&T INC | $190,549 | $221,391 |
| 02079K305 ALPHABET INC SHS | $89,785 | $581,559 |
| 478160104 JOHNSON & JOHNSON | $20,031 | $49,797 |
| 58933Y105 MERCK AND CO INC SHS | $19,094 | $43,696 |
| 92857W308 VODAFONE GROUP PLC | $93,566 | $31,980 |
| 023135106 AMAZON COM INC | $158,074 | $306,707 |
| 98978V103 ZOETIS INC | ||
| 64104Y106 NESTE OYJ | $91,429 | $101,100 |
| 257554105 DOMO INC | $200,599 | $95,345 |
| 778296103 ROSS STORES INC | $78,870 | $102,319 |
| 67059N108 NUTANIX INC | $150,083 | $512,912 |
| 713448108 PEPSICO INC | $67,401 | $52,552 |
| 89832Q109 TRUIST FINL CORP | $57,023 | $63,109 |
| 29355A107 ENPHASE ENERGY INC | $939,424 | $213,317 |
| 058498106 BALL CORP | ||
| 756109104 REALTY INCOME CORP | $39,480 | $37,504 |
| 05464C101 AXON ENTERPRISE INC | ||
| 08862E109 BEYOND MEAT INC REG | $635,030 | $17,450 |
| 559222401 MAGNA INTERNATIONAL | ||
| 87612E106 TARGET CORP | ||
| 20030N101 COMCAST CORP | ||
| 291011104 EMERSON ELECTRIC CO | $65,502 | $95,064 |
| 126408103 CSX CORP | ||
| G5960L103 MEDTRONIC PLC SHS | $76,944 | $60,757 |
| 742718109 PROCTER & GAMBLE CO/ | $69,398 | $74,084 |
| 882508104 TEXAS INSTRUMENTS IN | $80,591 | $91,560 |
| 42824C109 HEWLETT PACKARD ENTE | $66,491 | $79,960 |
| Y58473102 MAXEON SOLAR | ||
| 686275108 ORION ENERGY SYS | ||
| 532457108 ELI LILLY & CO | $85,538 | $181,630 |
| 29364G103 ENTERGY CORP | $72,573 | $83,120 |
| 92343V104 VERIZON COMMUNICATIO | $74,847 | $75,723 |
| 11135F101 BROADCOM INC | $75,064 | $377,641 |
| 09228F103 BLACKBERRY LTD SHS | $476,639 | $231,748 |
| 30222R109 EXRO TECHNOLOGIES IN | ||
| 701094104 PARKER-HANNIFIN CORP | $111,254 | $251,449 |
| 87165B103 SYNCHRONY FINANCIAL | $64,555 | $125,471 |
| G29183103 EATON CORP PLC | $27,209 | $51,050 |
| 580135101 MC DONALDS CORPORATI | ||
| 74251V102 PRINCIPAL FINANCIAL | $59,934 | $66,403 |
| 891160509 TORONTO-DOMINION BAN | ||
| 67066G104 NVIDIA CORP | $87,314 | $616,161 |
| 743315103 PROGRESSIVE CORP/THE | $92,323 | $214,022 |
| 98389B100 XCEL ENERGY INC | $49,811 | $50,735 |
| 163092109 CHEGG INC | $168,350 | $6,050 |
| 934423104 WARNER BROS DISCOVER | $59,665 | $21,201 |
| 369604301 GE AEROSPACE | $145,506 | $321,738 |
| 025816109 AMERICAN EXPRESS CO | $9,742 | $19,458 |
| 369550108 GENERAL DYNAMICS COR | $36,186 | $43,749 |
| 697435105 PALO ALTO NETWORKS I | $48,372 | $123,193 |
| 40412C101 HCA HEALTHCARE INC | $78,646 | $109,567 |
| 101137107 BOSTON SCIENTIFIC CO | $86,679 | $188,612 |
| 500754106 KRAFT HEINZ CO/THE | ||
| 81762P102 SERVICENOW INC | $69,925 | $157,296 |
| 36266G107 GE HEALTHCARE | ||
| 68404L201 OPTION CARE HEALTH I | $61,098 | $247,985 |
| 460690100 INTERPUBLIC GROUP OF | ||
| 23331A109 DR HORTON INC | ||
| 020002101 ALLSTATE CORP/THE | $35,466 | $45,295 |
| 03073E105 AMERISOURCEBERGEN CO | ||
| 032095101 AMPHENOL CORP | $93,514 | $178,738 |
| 09581B103 BLUE OWL CAP INC | ||
| 209115104 CONSOLIDATED EDISON | $58,370 | $67,736 |
| 25058X303 DESKTOP METAL INC RE | ||
| 253868103 DIGITAL REALTY TRUST | $66,388 | $102,157 |
| 36828A101 GE VERNOVA LLC | $37,963 | $165,095 |
| 40434L105 HP INC | $35,000 | $30,575 |
| 443201108 HOWMET AEROSPACE INC | $46,779 | $144,251 |
| 49177J102 KENVUE INC | ||
| 573284106 MARTIN MARIETTA MATE | $83,164 | $79,050 |
| 579780206 MC CORMICK & CO INC | ||
| 64110L106 NETFLIX COM INC | $117,159 | $281,217 |
| 78409V104 S&P GLOBAL INC | $85,151 | $104,931 |
| 828806109 SIMON PROPERTY GROUP | $77,419 | $84,560 |
| 88160R101 TESLA MTRS INC | $70,353 | $120,711 |
| 911363109 UNITED RENTALS INC | ||
| 92766K403 VIRGIN GALACTIC HLDG | ||
| 95040Q104 WELLTOWER INC | $116,048 | $209,073 |
| N3167Y103 FERRARI NV | $70,096 | $90,787 |
| 366651107 GARTNER INC | $25,124 | $674,643 |
| 30303M102 META PLATFORMS INC | $49,105 | $369,045 |
| 037833100 APPLE INC | $109,344 | $865,817 |
| 86771W105 SUNRUN INC SHS | $180,400 | $102,618 |
| 931142103 WALMART INC | $265,410 | $880,020 |
| 958102105 WSTN DIGITAL CORP | $45,691 | $58,231 |
| 046353108 ASTRAZENECA PLC | $54,142 | $48,916 |
| 02079K305 ALPHABET INC SHS | $126,601 | $277,738 |
| 03073E105 CENCORA INC | $55,495 | $76,162 |
| 872540109 TJX COS INC NEW | $10,067 | $10,373 |
| G51502105 JOHNSON CONTROLS INT | $72,925 | $101,923 |
| 75513E101 RTX CORP | $41,099 | $50,377 |
| 949746101 WELLS FARGO & CO | $60,426 | $61,692 |
| 538034109 LIVE NATION ENT INC | $36,152 | $37,820 |
| 744573106 PUB SVC ENTERPRISE G | $45,346 | $50,508 |
| 437076102 HOME DEPOT INC | $102,333 | $131,990 |
| 46625H100 JPMORGAN CHASE & CO | $200,580 | $449,940 |
| 00287Y109 ABBVIE INC SHS | $86,563 | $79,817 |
| 00206R102 AT&T INC | $109,448 | $120,390 |
| 45866F104 INTERCONTINENTAL EXC | $55,989 | $68,801 |
| 459200101 INTL BUSINESS MACHIN | $69,110 | $137,957 |
| 580135101 MCDONALDS CORP | $145,773 | $148,130 |
| 458140100 INTEL CORP | $100,570 | $60,480 |
| 037833100 APPLE INC | $128,534 | $458,145 |
| 375558103 GILEAD SCIENCES INC | $49,674 | $56,544 |
| 931142103 WALMART INC | $147,774 | $340,372 |
| 064058100 BANK NEW YORK MELLON | $62,455 | $69,699 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 78463X202 SPDR EURO STOXX 50 E | AT COST | $204,983 | $346,434 |
| 278277108 EATON VANCE ENH INCO | AT COST | $103,417 | $266,310 |
| 92204A504 VANGUARD HEALTH CARE | AT COST | $26,542 | $124,170 |
| 464288448 SHARES DJ EPAC SEL D | AT COST | $186,106 | $186,354 |
| 461418162 AAM/BAHL & GAYNOR IN | AT COST | $250,000 | $359,183 |
| 71IH89990 BLACKSTONE STRATEGIC | AT COST | $101,915 | $114,751 |
| 71L269991 CARLYLE AIP SECONDAR | AT COST | $244,850 | $271,167 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSE (NON-DEDUCTIBLE | $1,856 | $1,856 | $0 |
| OTHER CHARITABLE EXPENSES | $9,295 | $0 | $9,295 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $26,598 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $123,391 | Amt |
| Net Investment Income | $74,034 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,356 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,434 | $4,434 | $0 |
| EXCISE TAX - PRIOR YEAR | $9,185 | $0 | $0 |
| EXCISE TAX ESTIMATES | $11,000 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $68 | $68 | $0 |