FUCHS FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FUCHS FAMILY FOUNDATION INC (EIN 31-1803252)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201431399349100153
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:50:23-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113061778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FERBER FINE & ACKERMAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 WEST 35TH STREET SUITE 1001 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311803252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUCHS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUCH | BusinessNameControlTxt |
| Phone | 2033395027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RUSSELL FUCHS 975 BANKS NORTH | AddressLine1 |
| Address Line2 | ROAD | AddressLine2 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06430 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL FUCHS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033395027 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL FERBER CPA | PreparerPersonNm |
| PTIN | P00631972 | PTIN |
| Phone | 2125761829 | PhoneNum |
| Preparation | 2014-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,845,605 | 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 | $2,105 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $98 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $516,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,204 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $149,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,162 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $273,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,006 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $588,413 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $206,335 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $206,335 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,824,861 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,082,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,639,270 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,413,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,289,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,845,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,413,274 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,289,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,413,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,289,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,413,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,289,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,413,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,289,120 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,289,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2500 FOSSIL INC | P | 2012-09-27 | 2013-01-28 | $262,898 | $213,983 | $48,915 | $48,915 |
| 2500 FOSSIL INC | P | 2012-09-27 | 2013-02-25 | $253,272 | $213,983 | $39,289 | $39,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,204 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $142,130 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,522,797 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056338 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $145,442 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,659,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054679 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $201,171 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,586,311 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077783 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $206,147 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,352,658 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,230 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,076,317 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025755 | DistributionYr5Rt |
| Total Distribution | 0.302178 | TotalDistributionRt |
| Average Distribution | 0.060436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,644,174 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,803 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,440 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $268,160 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,440 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $160 | OverpaymentAmt |
| Applied To ES Tax | $160 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RUSSELL FUCHS | IndividualWithBooksNm |
| Phone | 9145920055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 BANKS NORTH ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06430 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL FUCHS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 BANKS ROAD NORTH | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06430 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,846,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $837,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,684,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,684,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,644,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,440 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,440 | TotalTaxAmt |
| Distributable Before Adj | $130,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,769 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,440 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $266,720 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $89,294 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,813 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,084 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $201,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,769 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,391 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $338,819 | 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 | $338,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,294 | ExcessFromYear4Amt |
| Excess From Year3 | $79,813 | ExcessFromYear3Amt |
| Excess From Year2 | $15,084 | ExcessFromYear2Amt |
| Excess From Year1 | $17,237 | ExcessFromYear1Amt |
| Excess From Current Year | $137,391 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUSSELL FUCHS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE FOUNDATION | |||||||
| 600 COLUMBUS AVENUE APT 9H | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| AMERICAN ISRAEL EDUCATION FUND | |||||||
| 251 H STREET | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| BRIDGEPORT HOSPITAL | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | GENERAL FUND | $80,000 |
| DRAVET SYNDROME FOUNDATION | |||||||
| 11 NANCY DRIVE | MONROE | CT | 06468 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,400 |
| GOODWIN COLLEGE FOUNDATION | |||||||
| ONE RIVERSIDE DRIVE | E HARTFORD | CT | 06118 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| INSPIRICA | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| ST VINCENT'S MEDICAL FOUNDATION | |||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| MERKAZ | |||||||
| 4200 PARK AVENUE | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| NORMA F PFRIEM BREAST CARE CENTER INC | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| WOOSTER SCHOOL | |||||||
| 91 MIRY BROOK ROAD | DANBURY | CT | 06810 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| JEWISH SENIOR SERVICESJEWISH HOME FOR THE ELDERLY | |||||||
| 175 JEFFERSON STREET | FAIRFIELD | CT | 06825 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,500 |
| GREEN VILLAGE INITIATIVE | |||||||
| ONE MORNINGSIDE DR NORTH - BLDG 9 | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 100 CROSBY PKWY | COVINGTON | KY | 41015 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| HOLE IN THE WALL GANG | |||||||
| 9401 WILSHIRE BLVD | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,760 |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | NONE | PUBLICE CHARITY | GENERAL FUND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,160 | 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 | $98 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,168 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,168 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE II ATTACHED | StockNm |
| EOY Book Value | $2,082,785 | EOYBookValueAmt |
| EOYFMV | $2,639,270 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $2,105 | $0 | $0 |
| FOREIGN TAX ON DIVIDENDS | $3,162 | $3,162 | $0 |