FUCHS FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FUCHS FAMILY FOUNDATION INC (EIN 31-1803252)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349101106
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T10:36:20-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113061778 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FERBER FINE & ACKERMAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311803252 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUCHS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FUCH | NameControl |
| Phone | 2033395027 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUSSELL FUCHS | Name |
| Title | PRESIDENT | Title |
| Phone | 2033395027 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL FERBER CPA | Name |
| PTIN | P00631972 | PTIN |
| Phone | 2125761829 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2626613 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1906 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 511 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 511 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 50922 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 50922 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10984 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 386551 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10984 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 64323 | TotalRevenueAndExpenses |
| Total Net Investment Income | 62417 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1996 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 90 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1996 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 90 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 142130 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 142130 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 144126 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 90 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 142130 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -79803 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 62327 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2023067 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 588413 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 588413 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 468791 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1824861 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2038200 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 1219 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 2493077 | TotalAssetsBOY |
| Total Assets EOY | 2413274 | TotalAssetsEOY |
| Total Assets EOYFMV | 2626613 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2493077 | RetainedEarningsBOY |
| Retained Earnings EOY | 2413274 | RetainedEarningsEOY |
| Total Net Assets BOY | 2493077 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2413274 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2493077 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2413274 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2493077 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -79803 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2413274 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2413274 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 5000 GAMCO NAT RESOURCES | P | 2011-12-05 | 2012-05-08 | 73004 | 75905 | -2901 | -2901 |
| 7672 GAMCO NAT RESOURCES | P | 2012-01-25 | 2012-05-08 | 112017 | 116310 | -4293 | -4293 |
| 4000 NAVIOS MARITIME PARTNERS | P | 2011-12-05 | 2012-05-03 | 62288 | 60649 | 1639 | 1639 |
| 10000 PIMCO HI INCOME FD | P | 2011-12-05 | 2012-08-24 | 139242 | 122703 | 16539 | 16539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10984 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 145442 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2659917 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054679 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 201171 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2586311 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.077783 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 206147 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2352658 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.087623 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 79230 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3076317 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.025755 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 213989 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3247112 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065901 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.311741 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062348 | AverageDistributionRatio |
| Net Noncharitable Assets | 2522797 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 157291 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 623 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 157914 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 142130 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1247 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1247 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1247 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 750 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 750 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 8 | PenaltyForUnderpayment |
| Tax Due | 505 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RUSSELL FUCHS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9145920055 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RUSSELL FUCHS | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1665862 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 895353 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2561215 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2561215 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38418 | CashDeemedCharitable |
| Net Noncharitable Assets | 2522797 | NetNoncharitableAssets |
| Minimum Investment Return | 126140 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 126140 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1247 | TaxBasedOnInvestmentIncome |
| Total Tax | 1247 | TotalTax |
| Distributable Amount Before Adj | 124893 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 124893 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 124893 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 142130 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 142130 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 142130 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 124893 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 50990 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 89294 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 79813 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15084 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 235181 | TotalExcessDistriCarryover |
| Qualifying Distributions | 142130 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 124893 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 17237 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 252418 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 50990 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 201428 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 89294 | ExcessFromYear3 |
| Excess From Year2 | 79813 | ExcessFromYear2 |
| Excess From Year1 | 15084 | ExcessFromYear1 |
| Excess From Current Year | 17237 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUSSELL FUCHS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MERKAZ | |||||||
| 4200 PARK AVENUE | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| CANCER CARE FOUNDATION OF AMERICA | |||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL FUND | $400 |
| STAMFORD GIVES BACK | |||||||
| PO BOX 3559 | STAMFORD | CT | 06905 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| NORMA F PFRIEM BREAST CARE CENTER INC | |||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | GENERAL FUND | $27,500 |
| WESTPORT ART CENTER | |||||||
| 51 RIVERSIDE AVENUE | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| GOODWIN COLLEGE FOUNDATION | |||||||
| ONE RIVERSIDE DRIVE | E HARTFORD | CT | 06118 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| 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 | $1,000 |
| LEARNING EXPRESS ST VINCENT'S MEDICAL CENTER | |||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,730 |
| ST VINCENT'S MEDICAL FOUNDATION | |||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE FOUNDATION | |||||||
| 600 COLUMBUS AVENUE APT 9H | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| INSPIRICA | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 142130 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $511 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $50,922 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,984 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $62,417 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 62417 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SCHEDULE II ATTACHED | NameOfStock |
| EOY Book Value | 1824861 | EOYBookValue |
| EOYFMV | 2038200 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDEND RECEIVABLE | Description |
| BOY Book Value | 1219 | BOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $1,906 | 0 | 0 |
| FOREIGN TAX ON DIVIDENDS | $90 | 90 | 0 |