ZIA CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ZIA CHARITABLE FOUNDATION (EIN 47-5319201)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349103228
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:37:57-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873913780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENRICO MARUFFI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1754 6OTH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | 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 | 475319201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZIA CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZIAC | BusinessNameControlTxt |
| Phone | 2036183770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 MEADOW PLACE | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURENCE RUSSIAN | PersonNm |
| Person Title | TREASURY/SECRETARY | PersonTitleTxt |
| Phone | 2036183770 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ENRICO MARUFFI | PreparerPersonNm |
| PTIN | P00187356 | PTIN |
| Phone | 7184902369 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,535,997 | 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 | $273,602 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53,583 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,583 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $294,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,836,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,919 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $731,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $458,148 | 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 | $19,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,451 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,957 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,957 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $377,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $354,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $458,148 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125,723 | CashBOYAmt |
| Cash EOY | $11,149 | CashEOYAmt |
| Cash EOYFMV | $11,149 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,262,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,444,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,444,200 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,120,841 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $905,993 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $913,663 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,400,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,958,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,066,969 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $399,793 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,016 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,309,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,419,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,535,997 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$6,145,670 | CapitalStockBOYAmt |
| Capital Stock EOY | -$6,390,159 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,455,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,809,723 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,309,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,419,564 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,309,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,419,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,309,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $354,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $505 | OtherIncreasesAmt |
| Subtotal | $5,664,558 | SubtotalAmt |
| Other Decreases | $244,994 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,419,564 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 357 SHS ASTERA LABS INC | P | 2025-05-23 | 2025-08-14 | $67,213 | $7,140 | $60,073 | $60,073 |
| 643 SHS ASTERA LABS INC | P | 2025-10-30 | 2025-10-31 | $128,671 | $12,860 | $115,811 | $115,811 |
| 500 SHS SNOWFLAKE INC | P | 2024-02-24 | 2025-02-27 | $90,813 | $1,145 | $89,668 | $89,668 |
| 100M FFCB 5.92% CALLED | P | 2024-08-09 | 2025-09-30 | $100,000 | $99,793 | $207 | $207 |
| 100M FHLB 6% CALLED | P | 2024-08-09 | 2025-09-19 | $100,000 | $100,000 | $0 | $0 |
| 100M FHLB 6% CALLED | P | 2024-08-01 | 2025-10-28 | $100,000 | $100,000 | $0 | $0 |
| 100M FHLB 6.05% CALLED | P | 2024-07-19 | 2025-09-19 | $100,000 | $100,000 | $0 | $0 |
| 250M US TREASURY NTS 1.375%, DUE 1/31/25 | P | 2023-12-22 | 2025-01-31 | $250,000 | $241,188 | $8,812 | $8,812 |
| 100M US TREASURY NTS 3.875%, DUE 4/30/25 | P | 2024-05-01 | 2025-04-30 | $100,000 | $98,697 | $1,303 | $1,303 |
| 100M US TREASURY NTS 2%, DUE 2/15/25 | P | 2024-03-15 | 2025-02-18 | $100,000 | $97,212 | $2,788 | $2,788 |
| 250M US TREASURY NTS 5.00%, DUE 10/31/25 | P | 2024-07-18 | 2025-10-31 | $250,000 | $250,830 | -$830 | -$830 |
| 200M US TREASURY NTS 0.25%, 8/31/25 | P | 2024-06-18 | 2025-09-02 | $200,000 | $189,086 | $10,914 | $10,914 |
| 250M US TREASURY NTS 2.75%, DUE 6/30/25 | P | 2024-05-20 | 2025-06-30 | $250,000 | $243,828 | $6,172 | $6,172 |
| CAPITAL GAINS DIVIDENDS | P | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,919 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,368 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,368 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,368 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $324 | EsPenaltyAmt |
| Tax Due | $6,692 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036183770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 MEADOW PLACE | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRICE RUSSIAN | ||||||||
| 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LAURENCE RUSSIAN | ||||||||
| 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | TREASURER/SCERETARY | 0.00 | $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 | $4,725,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,393,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,118,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,118,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,026,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $301,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $301,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,368 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,368 | TotalTaxAmt |
| Distributable Before Adj | $294,964 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,964 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,964 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,957 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $357,957 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,964 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $90,142 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,957 | QualifyingDistributionsAmt |
| Applied To Year1 | $90,142 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $267,815 | 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 | $27,149 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 99 INDIAN FIELD ROAD | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $2,500 |
| ASPCA | |||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $5,000 |
| AVMF REACH | |||||||
| 1931 N MEACHAM ROAD STE 100 | SCHAUMBURG | IL | 60173 | NONE | PC | CHARITABLE | $5,182 |
| BOYS & GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK KANE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $5,227 |
| BOYS AND GIRLS CLUB OF STAMFORD | |||||||
| 347 STILLWATER AVE | STAMFOERD | CT | 06902 | NONE | PC | CHARITABLE | $5,000 |
| BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| CAPE COD MUSEUM OF ART | |||||||
| 60 HOPE LANE | DENNIS | MA | 02638 | NONE | PC | CHARITABLE | $1,000 |
| CAPE ELEUTHERA FOUNDATION | |||||||
| 1900 MARKET STREET 8TH FLOOR | PHILDELPHIA | PA | 19103 | NONE | PC | CHARITABLE | $5,000 |
| CHILDREN OF FALLEN PATRIOTS | |||||||
| 1818 LIBERTY STREET STE 500 | RESTON | VA | 20190 | NONE | PC | CHARITABLE | $5,318 |
| CORNERSTONE RANCH | |||||||
| 3933 COUNTRY ROAD 317 | MCKINNEY | TX | 75069 | NONE | PC | CHARITABLE | $50,827 |
| CT FOOD SHARE | |||||||
| DEPT 295 PO BOX | WALLINGFORD | CT | 06492 | NONE | PC | CHARITABLE | $1,000 |
| EAST COAST CONTEMPORARY BALLET | |||||||
| 15 YEW STREET | NORWALK | CT | 06850 | NONE | PC | CHARITABLE | $1,000 |
| FOOD RESCUE US | |||||||
| 1127 HIGH RIDGE ROAD SUITE 338 | STAMFOERD | CT | 06905 | NONE | PC | CHARITABLECHARITABLE | $5,000 |
| GOOD DOG FOUNDATION | |||||||
| PO BOX 346 | HUDSON | NY | 12534 | NONE | PC | CHARITABLECHARITABLE | $1,047 |
| GREENPEACE | |||||||
| 702 H STREET NW STE 300 | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $1,034 |
| GREENWICH POINT CONSERVANCY | |||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | NONE | PC | CHARITABLECHARITABLE | $1,030 |
| GREENWICH UNITED WAY | |||||||
| 2 DEERFIELD DRIVE STE 300 | GREENWICH | CT | 06610 | NONE | PC | CHARITABLE | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | NONE | PC | CHARITABLE | $5,182 |
| HORIZONS AT GREEN FARMS ACADEMY | |||||||
| 35 BEACHSIDE AVENUE | WESTPORT | CT | 06880 | NONE | PC | CHARITABLE | $5,000 |
| AMERICAN HUMANE SOCIETY | |||||||
| 1400 16TH ST NW SUITE 360 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLECHARITABLE | $5,227 |
| IMPACT FAIRFIELD | |||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | NONE | PC | CHARITABLE | $2,200 |
| INSPIRICA | |||||||
| 141 FRANKLIN STREET | STAMFOERD | CT | 06901 | NONE | PC | CHARITABLE | $5,000 |
| KIDS IN CRISIS | |||||||
| 1 SALEN STREET | COS COB | CT | 06807 | NONE | PC | CHARITABLE | $5,149 |
| LARCHMONT PET RESCUE | |||||||
| PO BOX 393 | LARCHMONT | CT | 10538 | NONE | PC | CHARITABLECHARITABLE | $1,033 |
| LEHIGH UNIVERSITY | |||||||
| 6306 S NEW STREET SUITE 500 | BETHLEHEM | PA | 18015 | NONE | PC | CHARITABLE | $25,000 |
| LUCKY DOG RESCUE | |||||||
| 36 PULASKI STREET | STAMFOERD | CT | 06902 | NONE | PC | CHARITABLECHARITABLE | $1,000 |
| MAKE A WISH CT | |||||||
| PO BOX 97104 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $1,000 |
| MEALS ON WHELLS | |||||||
| 89 MAPLE AVE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE | $1,000 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 248 EAST PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $1,000 |
| OHIO WESLAYAN UNIVERSITY | |||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | NONE | PC | CHARITABLE | $5,000 |
| ONE LOVE FOUNDATION | |||||||
| PO BOX 68589 | BALTIMORE | MD | 21264 | NONE | PC | CHARITABLECHARITABLE | $1,050 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET STE 300 | BOSTON | MA | 02199 | NONE | PC | CHARITABLECHARITABLE | $1,000 |
| PARTNERS TO END HUMAN TRAFFICKING | |||||||
| 50 QUALITY STREET PO BOX 110380 | TRUMBULL | CT | 06611 | NONE | PC | CHARITABLECHARITABLE | $5,149 |
| PETA | |||||||
| PO BOX 96684 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $5,000 |
| PITZER COLLEGE | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | NONE | PC | CHARITABLE | $5,000 |
| PLANNED PARENTHOOD OF SNE | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | PC | CHARITABLE | $5,750 |
| REACH PREP | |||||||
| ONE DOCK STREET | STAMFOERD | CT | 06902 | NONE | PC | CHARITABLE | $1,000 |
| SEA SHEPHED CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | CHARITABLE | $5,182 |
| SHELBOURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | NONE | PC | CHARITABLE | $1,000 |
| SOUNDWATERS | |||||||
| COVE ISLAND PARK 1281 COVE RD | STAMFORD | CT | 06902 | NONE | PC | CHARITABLE | $5,000 |
| SPECIAL OLMPICS CT | |||||||
| PO BOX 4000 | HAMDEN | CT | 06514 | NONE | PC | CHARITABLE | $1,000 |
| ST JUDE'S RESEARCH HOSPITAL | |||||||
| 501 ST UDE PL | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $5,000 |
| THE ACCELERATION PROJECT | |||||||
| PO BOX 335 | SCARSDALE | NY | 10583 | NONE | PC | CHARITABLE | $1,000 |
| THE ELTHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | NONE | PC | CHARITABLE | $5,146 |
| THE FAY SCHOOL | |||||||
| 48 MAIN STREET | SOUTHBOUGH | MA | 01772 | NONE | PC | CHARITABLE | $5,000 |
| THE RIVER WALK FUND | |||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILL | NY | 11418 | NONE | PC | CHARITABLE | $10,000 |
| THE ROWEN CENTER | |||||||
| 1111 SUMMER STREET SUITE 202 | STAMFOERD | CT | 06106 | NONE | PC | CHARITABLE | $1,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | NONE | PC | CHARITABLE | $50,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE | $2,500 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $5,222 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | CHARITABLE | $2,562 |
| WOUNDED WARRIORS PROJECT | |||||||
| DONOR CARE CENTER PO BOX 758541 | TOPEKA | KS | 66675 | NONE | PC | CHARITABLE | $1,000 |
| MENTAL HEALTH JUSTICE PROJECT | |||||||
| 184 HIGH STREET SUITE 503 | BOSTON | MA | 01220 | NONE | PC | CHARITABLE | $50,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 WEST TEMPLE STREET | LOS ANGELS | CA | 90012 | NONE | PC | CHARITABLE | $1,000 |
| GREENS FARM ACADEMY | |||||||
| 35 BEACHSIDE AVE | WESTPORT | CT | 06880 | NONE | PC | CHARITABLE | $5,000 |
| COMMUNITY FOUNDATION OF TEXAS HILL COUNTY | |||||||
| 241 EARL GARRETT STREET | KERRVILLE | TX | 78028 | NONE | PC | CHARITABLE | $5,215 |
| PATHWAYS | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | NONE | PC | CHARITABLE | $5,175 |
| PASADENA HUMANE SOCIETY | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | CHARITABLE | $1,050 |
| GREENWICH HOSPITAL | |||||||
| OFFICE OF DEVELOPMENT 35 RIVER RD | COS COB | CT | 06807 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,957 | 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 | $53,583 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
| Related Or Exempt Function Incm | $294,918 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $294,918 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,148 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CAPITAL GAINS EXCLUDED BY SEC. 512 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BRICE RUSSIAN | ||||||
| 1 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $50,388 | Yes (X) |
| BRICE RUSSIAN | ||||||
| 2 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $14,670 | Yes (X) |
| BRICE RUSSIAN | ||||||
| 3 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $16,596 | Yes (X) |
| BRICE RUSSIAN | ||||||
| 4 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $55,147 | Yes (X) |
| LAURENCE RUSSIAN | ||||||
| 5 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $50,387 | Yes (X) |
| LAURENCE RUSSIAN | ||||||
| 6 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $14,670 | Yes (X) |
| LAURENCE RUSSIAN | ||||||
| 7 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $16,596 | Yes (X) |
| LAURENCE RUSSIAN | ||||||
| 8 | 5 MEADOW PLACE | OLD GREENWICH | CT | 06870 | $55,147 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 250 SHS SNOWFLAKE, INC. | $50,388 | 2025-05-23 |
| 2 | 71.5 SHS SNOWFLAKE, INC. | $14,670 | 2025-05-27 |
| 3 | 178.5 SHS ASTERA LABS, INC. | $16,596 | 2025-05-23 |
| 4 | 321.5 SHS ASRERA LABS, INC. | $55,147 | 2025-10-30 |
| 5 | 250 SHS SNOWFLAKE, INC. | $50,387 | 2025-05-23 |
| 6 | 71.5 SHS SNOWFLAKE, INC. | $14,670 | 2025-05-27 |
| 7 | 178.5 SHS ASTERA LABS, INC | $16,596 | 2025-05-23 |
| 8 | 321.5 SHS ASRERA LABS, INC. | $55,147 | 2025-10-30 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 100M JPMORGAN CHASE BA DUE 10/16/26 CALLABLE 1/16/26 | BondNm |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $100,016 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,215.19 SHS ABS OPPUNTUNITY DIRECTIONAL GLOBAL | $250,000 | $540,624 |
| 1,143 SHS SNOWFLAKE, INC. | $10,764 | $250,728 |
| 22,443.561 VARIANT ALTERNATIVE INCOME FUND INST CL | $744,285 | $714,028 |
| ABS CROSSOVER GROWTH PORTFOLIO | $500,000 | $737,585 |
| RELIANT CAP X | $423,396 | $491,719 |
| ABS POF II | $204,740 | $413,605 |
| 100 SHS VANGUARD S&P 500 NETF | $53,268 | $62,713 |
| GHISALLO CREDIT OPPORTUNITY INTERNATIONAL PARTNERS | $500,000 | $544,064 |
| RELIANT CAP XI | $21,769 | $21,334 |
| ABS GLOBAL PRE-IPO LP | $250,000 | $290,569 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $905,993 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $913,663 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BETWEEN COST BASIS AND FMV OF CONTRIBUTED PUBLICALLY TRADED STOCK | Desc |
| Amt | $244,994 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERID ADJUSTMENT | Desc |
| Amt | $505 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $19,387 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |