RUTH AND JACK GLANTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2025
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- Organization
- RUTH AND JACK GLANTZ FAMILY FOUNDATION INC (EIN 22-3554000)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349103573
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:17:31-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 223554000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruth and Jack Glantz Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Glantz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $1,765,836 | 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 |
| Interest On Sav Rev And Expnss | $4,258 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,258 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $520,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,176 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $93,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,144 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,350 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,709 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $209 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,417 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $458,506 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $427,786 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $432,110 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $825,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $892,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,166,597 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $95,302 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $80,144 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $80,712 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,486,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,487,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,765,836 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $58 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,486,283 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,487,075 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,486,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,487,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,486,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,487,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,486,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $792 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,487,075 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,487,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ABBOTT LABS | 2025-05-06 | $7,513 | $5,719 | $1,794 | $1,794 |
| AIR PRODS & CHEM INC | 2025-07-22 | $6,787 | $6,725 | $62 | $62 |
| AMGEN INC - 5.250% - 03/02/2025 | 2025-03-03 | $15,000 | $15,000 | ||
| CISCO SYSTEMS INC | 2025-07-02 | $16,668 | $12,120 | $4,548 | $4,548 |
| COMCAST CORP | 2025-11-20 | $22,202 | $36,094 | -$13,892 | -$13,892 |
| CORNING INC | 2025-01-29 | $5,223 | $3,606 | $1,617 | $1,617 |
| CORNING INC | 2025-07-02 | $5,137 | $3,398 | $1,739 | $1,739 |
| CORNING INC | 2025-08-11 | $6,401 | $3,226 | $3,175 | $3,175 |
| CORNING INC | 2025-08-28 | $5,118 | $2,384 | $2,734 | $2,734 |
| CORNING INC | 2025-10-09 | $4,515 | $1,653 | $2,862 | $2,862 |
| DELL TECHNOLOGIES INC CLASS C | 2025-08-13 | $13,287 | $3,657 | $9,630 | $9,630 |
| DELL TECHNOLOGIES INC CLASS C | 2025-10-09 | $7,483 | $1,813 | $5,670 | $5,670 |
| GARMIN LTD | 2025-02-04 | $6,313 | $2,418 | $3,895 | $3,895 |
| GARMIN LTD | 2025-07-09 | $6,226 | $2,408 | $3,818 | $3,818 |
| GE HEALTHCARE TECHNOLOGIES INC | 2025-04-14 | $2,634 | $3,917 | -$1,283 | -$1,283 |
| KIMBERLY CLARK CORP | 2025-04-07 | $8,060 | $8,268 | -$208 | -$208 |
| KIMBERLY CLARK CORP | 2025-04-08 | $19,266 | $19,236 | $30 | $30 |
| M & T BANK CORP | 2025-07-15 | $6,437 | $3,906 | $2,531 | $2,531 |
| MERCK & CO INC | 2025-05-08 | $5,151 | $5,125 | $26 | $26 |
| NEW HAVEN CONN - 4.834% - 08/01/2033 | 2025-01-17 | $25,583 | $26,047 | -$464 | -$464 |
| NOVARTIS AG ADR | 2025-07-10 | $3,597 | $2,843 | $754 | $754 |
| REGIONS FINANCIAL CORP | 2025-07-15 | $4,486 | $3,729 | $757 | $757 |
| SPDR GOLD SHARES | 2025-04-17 | $5,506 | $3,257 | $2,249 | $2,249 |
| TARGET CORPORATION | 2025-11-14 | $4,699 | $6,116 | -$1,417 | -$1,417 |
| TARGET CORPORATION | 2025-11-20 | $20,568 | $31,279 | -$10,711 | -$10,711 |
| TEXAS INSTRUMENTS INC | 2025-02-26 | $10,925 | $9,773 | $1,152 | $1,152 |
| TJX COMPANIES INC | 2025-04-17 | $7,645 | $3,339 | $4,306 | $4,306 |
| US TREAS - 5.000% - 08/31/2025 | 2025-09-02 | $50,000 | $50,000 | ||
| US TREAS SER AY-2025 - 4.625% - 02/28/25 | 2025-02-28 | $75,000 | $74,648 | $352 | $352 |
| WELLS FARGO & CO | 2025-02-21 | $5,138 | $2,717 | $2,421 | $2,421 |
| WELLS FARGO & CO | 2025-10-01 | $7,518 | $3,489 | $4,029 | $4,029 |
| US TREAS BILLS - 0.000% - 01/23/25 | 2025-01-23 | $15,000 | $15,000 | ||
| US TREAS BILLS - 0.000% - 11/06/2025 | 2025-11-06 | $65,000 | $65,000 | ||
| US TREAS - 0.000% - 06/12/25 | 2025-06-12 | $50,000 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,176 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,203 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,203 | SubtotalAmt |
| Tax Based On Investment Income | $1,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,473 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,473 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $270 | OverpaymentAmt |
| Applied To ES Tax | $270 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Robin Glantz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 1.0 | $0 | $0 | $0 |
| Susan Glantz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,626,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,751,357 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,751,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,270 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,725,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,203 | TotalTaxAmt |
| Distributable Before Adj | $85,051 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $30 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,081 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,081 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $83,320 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,081 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $3,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,590 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,179 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,320 | QualifyingDistributionsAmt |
| Applied To Current Year | $83,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,761 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,761 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,418 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,418 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,828 | ExcessFromYear2Amt |
| Excess From Year1 | $1,590 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF CONNE | |||||||
| PO BOX 230178 | HARTFORD | CT | 06123 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||
| 1040 6TH AVE FL 23 | NEW YORK | NY | 10018 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| AMERICAN FRIENDS OF ALYN HOSPITAL INC | |||||||
| 122 E 42ND ST RM 1519 | NEW YORK | NY | 10168 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| AMERICAN FRIENDS OF NEVE SHALOM-WAHAT AL-SALAM | |||||||
| 229 N CENTRAL AVE | GLENDALE | CA | 91203 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $500 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,250 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | The Center for a New Middle East | $750 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST STE 400 | NEW YORK | NY | 10017 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,500 |
| AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF | |||||||
| 55 EAST 59TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| AMIT CHILDREN INC | |||||||
| 49 W 37TH ST 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| BEREA COLLEGE | |||||||
| CPO 2214 | BEREA | KY | 40404 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | |||||||
| 209 W 29TH ST STE 6250 | NEW YORK | NY | 10001 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| CANEY CREEK COMMUNITY CENTER | |||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | N/A | PC | Scholarship Fund | $1,000 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN | |||||||
| 150 CALIFORNIA ST STE 302 | NEWTON | MA | 02458 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | Wildfire Relief for Los Angeles | $1,000 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| EARTHJUSTICE | |||||||
| 180 STEUART ST 194330 | SAN FRANCISCO | CA | 94105 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,500 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S 11TH FL | NEW YORK | NY | 10010 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| EZRA LEMARPEH | |||||||
| 1554 39TH ST | BROOKLYN | NY | 11218 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| FINCA INTERNATIONAL INC | |||||||
| 1301 K ST NW STE 300W | WASHINGTON | DC | 20005 | N/A | PC | Early Childhood Development Program for Refugee Children | $750 |
| FINCA INTERNATIONAL INC | |||||||
| 1301 K ST NW STE 300W | WASHINGTON | DC | 20005 | N/A | PC | 361 | $750 |
| FINCA INTERNATIONAL INC | |||||||
| 1301 K ST NW STE 300W | WASHINGTON | DC | 20005 | N/A | PC | Finca Ventures | $750 |
| FOUNDATION FIGHTING BLINDNESS INC | |||||||
| PO BOX 45740 | BALTIMORE | MD | 21297 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| FRIENDS OF ISRAEL DISABLED VETERANS INC BEIT HALO | |||||||
| 1133 BROADWAY STE 828 | NEW YORK | NY | 10010 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| GIRLSTOWN BEIT CHANA SAFED ISRAEL | |||||||
| 383 KINGSTON AVE STE 361 | BROOKLYN | NY | 11213 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC | |||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | Hadassah Medical Organization (HMO) | $1,500 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| HIAS INC | |||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $2,000 |
| HONEST REPORTING COM INC | |||||||
| PO BOX 23858 | NEW YORK | NY | 10087 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| INTERFAITH FOOD PANTRY INC | |||||||
| 2 EXECUTIVE DR | MORRIS PLAINS | NJ | 07950 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| ISRAEL CANCER RESEARCH FUND INC | |||||||
| 52 VANDERBILT AVE RM 1410 | NEW YORK | NY | 10017 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| JBI INTERNATIONAL INC | |||||||
| 110 EAST 30TH ST | NEW YORK | NY | 10016 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | |||||||
| PO BOX 54269 | LOS ANGELES | CA | 90054 | N/A | PC | Wildfire Relief for Los Angeles | $1,000 |
| JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | N/A | PC | Research & Development | $500 |
| JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | N/A | PC | Water Fund | $500 |
| JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $500 |
| KEREN HAYELED HATZALAH | |||||||
| PO BOX 180115 | BROOKLYN | NY | 11218 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| KEREN-OR INC | |||||||
| 330 W 38TH ST 10TH FL | NEW YORK | NY | 10018 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| LIGHTHOUSE GUILD INTERNATIONAL INC | |||||||
| 250 W 64TH ST | NEW YORK | NY | 10023 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST ST | VERNON | CA | 90058 | N/A | PC | Wildfire Relief for Los Angeles | $1,000 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||
| PO BOX 6095 | ALBERT LEA | MN | 56007 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,500 |
| MERCY SHIPS | |||||||
| PO BOX 1930 | LINDALE | TX | 75771 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $500 |
| NATIONAL ASSOCIATION OF FREE AND CHARITABLE CLINIC | |||||||
| 1800 DIAGONAL RD STE 600 | ALEXANDRIA | VA | 22314 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $2,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US | |||||||
| 600 14TH ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | 50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT | $500 |
| NATIONAL WORLD WAR II MUSEUM INC | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | N/A | PC | 50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT | $500 |
| NATIONAL YIDDISH BOOK CENTER INC | |||||||
| 1021 W ST | AMHERST | MA | 01002 | N/A | PC | 50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT | $500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,500 |
| NEW ISRAEL FUND | |||||||
| 254 W 31ST ST FL 3 | NEW YORK | NY | 10001 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| ONE FAMILY FUND | |||||||
| 1029 TEANECK RD STE 3B | TEANECK | NJ | 07666 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| RAZOM INC | |||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,250 |
| SCHOLARSHIP AMERICA INC | |||||||
| PO BOX 772858 | DETROIT | MI | 48277 | N/A | PC | Dream Award Scholarship Fund | $500 |
| SMITHSONIAN INSTITUTION | |||||||
| MRC 937 PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | 50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT | $1,250 |
| SOS CHILDRENS VILLAGE USA INC | |||||||
| 1620 I ST NW STE 220 | WASHINGTON | DC | 20006 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| TECHNOSERVE INC | |||||||
| 1777 N KENT ST SUITE 1100 | ALRINGTON | VA | 22209 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,500 |
| THE MALALA FUND | |||||||
| 1923 VERMONT AVE NW | WASHINGTON | DC | 20001 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | 50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT | $500 |
| THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD | |||||||
| ONE W 4TH ST STE 517A | NEW YORK | NY | 10012 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $720 |
| THE YOUNG MENS AND YOUNG WOMENS HEBREW ASSOCIATION | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| UKRAINE HOUSE DC FOUNDATION INC | |||||||
| 2134 KALORAMA RD NW | WASHINGTON | DC | 20008 | N/A | PC | United24 - Medical Aide | $750 |
| UNITED HELP UKRAINE | |||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20878 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,000 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | Scholarship Fund | $1,000 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN 10TH FLR | NEW YORK | NY | 10038 | N/A | PC | "Be K.I.N.D. To a Girl in Malawi: Provide a Scholarship" Fund | $500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | 50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT | $1,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW SUITE 750A | WASHINGTON | DC | 20036 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $750 |
| WORLD JEWISH CONGRESS AMERICAN SECTION INC | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | N/A | PC | 50% PROGRAMS AND SERVICES/50% GENERAL SUPPORT | $1,500 |
| YAD VASHEM USA FOUNDATION | |||||||
| PO BOX 25125 | NEW YORK | NY | 10087 | N/A | PC | 50% MEMBERSHIP, PROGRAMS & SERVICES/50% GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,970 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,258 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,710 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,174 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMPHENOL CORP - 4.750% - 03/30 | $19,903 | $20,037 |
| COMCAST CORP NEW NOTE - 5.350% | $20,209 | $20,465 |
| INTEL CORP - 4.875% - 02/10/20 | $20,002 | $20,013 |
| THERMO FISHER SCIENTIFIC INC N | $20,030 | $20,197 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $22,495 | $28,566 |
| AIR PRODS & CHEM INC | $25,616 | $24,208 |
| AUTOMATIC DATA PROCESSING INC | $17,966 | $21,865 |
| AVERY DENNISON CORP | $27,945 | $30,374 |
| BRIGHTHOUSE FINL INC CUML PFD | $24,922 | $16,720 |
| CAMPBELL SOUP CO | $38,704 | $26,783 |
| CDW CORP | $27,635 | $25,061 |
| CISCO SYSTEMS INC | $15,718 | $32,430 |
| CME GROUP, INC | $23,140 | $33,862 |
| CORNING INC | $12,383 | $32,835 |
| DELL TECHNOLOGIES INC CLASS C | $13,070 | $25,554 |
| FIRST TR GLOBAL WIND ENERGY | $31,984 | $32,752 |
| GAP INC | $32,124 | $37,786 |
| GARMIN LTD | $14,271 | $27,385 |
| GE VERNOVA | $2,806 | $20,261 |
| GE AEROSPACE | $11,030 | $38,504 |
| HARTFORD INSURANCE GRP | $12,450 | $37,344 |
| HOME DEPOT INC | $18,491 | $28,216 |
| JOHNSON & JOHNSON | $12,397 | $19,867 |
| M&T BANK CORP | $21,337 | $32,841 |
| MEDTRONIC PLC | $20,434 | $22,478 |
| MERCK & CO INC | $22,466 | $28,947 |
| NOVARTIS AG ADR | $25,343 | $33,916 |
| OMNICOM GROUP | $34,812 | $33,108 |
| PACKAGING CORP AMER | $28,102 | $27,841 |
| PFIZER INC | $41,017 | $32,868 |
| PPG INDUSTRIES INC | $37,872 | $32,787 |
| RTX CORPORATION | $13,603 | $38,697 |
| REGIONS FINANCIAL CORP | $21,274 | $31,761 |
| SPDR GOLD SHARES | $23,887 | $52,312 |
| STANLEY BLACK & DECKER INC | $31,588 | $25,849 |
| STARBUCKS CORP COM | $26,695 | $24,842 |
| TEXAS INSTRUMENTS INC | $20,896 | $20,298 |
| THE HERSHEY COMPANY | $34,281 | $33,120 |
| TJX COMPANIES INC | $14,505 | $40,707 |
| UNITED PARCEL SERVICE | $38,443 | $33,923 |
| WATSCO INC | $14,789 | $19,543 |
| WEBSTER FINL CORP PFD STK SER | $25,459 | $22,920 |
| WELLS FARGO & CO | $10,836 | $37,466 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $377,580 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $381,893 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $50,206 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $50,217 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $13,048 | $13,048 | |
| Postage/Delivery Service | $244 | $244 | |
| BANK CHARGES | $3 | $3 | |
| STATE OR LOCAL FILING FEES | $58 | $58 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE REFUND | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $6,350 | Amt |
| Net Investment Income | $6,350 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $1,400 | |
| 990-PF Extension for 2024 | $1,100 | |
| Foreign Tax Paid | $209 | $209 |