CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION (EIN 54-6506420)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349101616
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T08:48:05-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 BRICKELL AVENUE SUITE 1450 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546506420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES J & ELIZABETH R KOCH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2169565250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19701 N PARK BOULEVARD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN D KOCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2169565250 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDRE N CHAMMAS | PreparerPersonNm |
| PTIN | P00367995 | PTIN |
| Phone | 7866877500 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,041,922 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $432,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,538 | 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 |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $88 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,790 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,590 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,160 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,563 | CashBOYAmt |
| Cash EOY | $39,926 | CashEOYAmt |
| Cash EOYFMV | $39,926 | CashEOYFMVAmt |
| Corporate Stock BOY | $489,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $419,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $569,732 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $432,264 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $432,264 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $432,264 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $971,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $891,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,041,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $971,295 | RetainedEarningBOYAmt |
| Retained Earning EOY | $891,381 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $971,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $891,381 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $971,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $891,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $971,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76 | OtherIncreasesAmt |
| Subtotal | $891,381 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $891,381 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2025-12-30 | 2025-12-31 | $432,492 | $378,410 | $54,082 | $54,082 |
| CAPITAL GAIN DISTRIBUTIONS | 2025-01-01 | 2025-12-31 | $58 | $58 | $58 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $781 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $781 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $781 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $281 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $281 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $521 | TaxDueAmt |
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 | OH | 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 | JOHN D KOCH | IndividualWithBooksNm |
| Phone | 2169565250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ROYAL PALM WAY 5 E | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN DAVID KOCH | ||||||||
| 100 ROYAL PALM WAY 5 E | PALM BEACH | FL | 33480 | CIO | 0.10 | $0 | $0 | $0 |
| GIULIANA C KOCH | ||||||||
| 100 ROYAL PALM WAY 5 E | PALM BEACH | FL | 33480 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MARC CHARLES KOCH | ||||||||
| 863 PARK AVENUE APT 3E | NEW YORK | NY | 10075 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DAVID LORENZO KOCH | ||||||||
| 19701 N PARK BOULEVARD | SHAKER HEIGHTS | OH | 44122 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $642,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $432,264 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,097,096 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,097,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,080,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $781 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $781 | TotalTaxAmt |
| Distributable Before Adj | $53,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,251 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,030,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,587 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,066,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,699 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,149,476 | 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 | $1,149,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,030,190 | ExcessFromYear2Amt |
| Excess From Year1 | $36,587 | ExcessFromYear1Amt |
| Excess From Current Year | $82,699 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH | |||||||
| 100 W 20TH STREET | RIVIERA BEACH | FL | 33404 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $3,500 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $43,300 |
| CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $1,000 |
| COMMUNITY FUND OF DARIEN | |||||||
| 30 OLD KINGS HWY S | DARIEN | CT | 06820 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $1,000 |
| DARIEN LAND TRUST | |||||||
| PO BOX 1074 | DARIEN | CT | 06820 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $1,000 |
| DARIEN LIBRARY | |||||||
| 1441 POST RD | DARIEN | CT | 06820 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $1,000 |
| GREENS LEDGE LIGHT PRESERVATION SOCIETY INC | |||||||
| PO BOX 43 | ROWAYTON | CT | 06853 | NONE | PF | QUALIFIED PURPOSE OF THE ORGANIZATION | $1,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $5,000 |
| LAWRENCEVILLE SCHOOL | |||||||
| 2500 MAIN ST | LAWRENCEVILLE | NJ | 08648 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $2,000 |
| MALTA AMERICAN ASSOCIATION | |||||||
| 14 E 51ST ST | NEW YORK | NY | 10022 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $11,950 |
| MATHER HOMESTEAD FOUNDATION | |||||||
| 19 STEPHEN MATHER RD | DARIEN | CT | 06820 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $1,000 |
| MUSEUM OF DARIEN | |||||||
| 45 OLD KINGS HIGHWAY | DARIEN | CT | 06820 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $1,000 |
| PECONIC BAY MEDICAL CENTER FOUNDATION | |||||||
| 1 HEROES WAY | RIVERHEAD | NY | 11901 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $10,000 |
| SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $25,000 |
| ST THOMAS MORE PLAY GROUP | |||||||
| 65 E 89TH ST | NEW YORK | NY | 10128 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $15,000 |
| STAMFORD HOSPITAL FOUNDATION | |||||||
| 3001 SUMMER ST 2ND FL | STAMFORD | CT | 06905 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $500 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $1,000 |
| FLAGLER MUSEUM | |||||||
| ONE WHITEHALL WAY | PALM BEACH | FL | 33480 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $10,000 |
| LEDGE LIGHTHOUSE FOUNDATION | |||||||
| PO BOX 855 | NEW LONDON | CT | 06340 | NONE | PC | QUALIFIED PURPOSE OF THE ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,398 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,538 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $419,191 | EOYBookValueAmt |
| EOYFMV | $569,732 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MEMBERSHIP AGREEMENT S. FRANKL | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $432,264 | BookValueAmt |
| EOYFMV | $432,264 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $6,590 | $6,590 | $0 |
| OHIO FILING FEES | $200 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN NET UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $76 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $88 | Amt |
| Net Investment Income | $88 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |