TY 2024 Form 990PF

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	393,210	74,705	76,464
	2	Savings and temporary cash investments.........		1,759	1,759
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	1,731,250	List of Attached Documents: // Content 2,299,156	2,299,156
	b	Investments—corporate stock (attach schedule).......	75,974	List of Attached Documents: // Content 1,004,194	1,153,571
	c	Investments—corporate bonds (attach schedule).......	1,699,765	List of Attached Documents: // Content 2,275,824	2,619,391
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	26,066,109	List of Attached Documents: // Content 23,663,533	32,134,619
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	29,966,308	29,319,171	38,284,960
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	29,966,308	29,319,171
	29	Total net assets or fund balances (see instructions).....	29,966,308	29,319,171
	30	Total liabilities and net assets/fund balances (see instructions).	29,966,308	29,319,171

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	PROCORE TECH	P	2023-07-01	2025-02-28
b	SPRINKLR	P	2023-07-01	2025-02-28
c	CALL SPDR S&P 500 ETF	P	2024-07-01	2024-07-25
d	GOEHRING&ROZENCWAJG	P	2024-08-01	2024-08-02
e	CALL VANGUARD INDEX	P	2024-07-01	2024-07-22
	CALL VANGUARD INDEX	P	2024-07-01	2024-07-25
	CALL SPDR S&P 500 ETF	P	2024-07-01	2024-07-26
	CALL VANGUARD INDEX	P	2024-07-01	2004-07-26
	CALL VANGUARD INDEX	P	2024-07-01	2024-07-26
	lineage	P	2024-07-26	2024-07-26
	ISHARESTR RUS	P	2024-08-02	2024-08-02
	CALL SPDR S&P 500 ETF	P	2024-08-05	2024-08-05
	CALL VANGUARD INDEX	P	2024-08-05	2024-08-05
	SPDRSER S&P BIOTECH	P	2024-05-07	2024-08-05
	SPDRSER S&P BIOTECH	P	2023-07-01	2024-08-05
	CALL SPDR S&P 500 ETF	P	2024-08-06	2024-08-06
	CALL VANGUARD INDEX	P	2024-08-06	2024-08-06
	CALL VANGUARD INDEX	P	2024-08-06	2024-08-06
	GLOBAL X COPPER	P	2024-08-08	2024-08-08
	GS FIN NOTE144A ZERO0815	P	2024-08-15	2024-08-15
	ISHARES CORE US AGG BOND	P	2024-08-28	2024-08-28
	ISHARESTR RUS	P	2024-12-03	2024-12-03
	ISHARES CORE S&P SMALL CAP	P	2024-12-03	2024-12-17
	ISHARES SILVER TR	P	2024-12-20	2024-12-20
	SPDR PORTFOLIO S&P 600S CAP	P	2024-12-20	2024-12-26
	CALL SPDR GOLD	P	2024-12-23	2024-12-24
	GS FIN SER F MTN	P	2020-01-03	2025-01-03
	ISHARESTR RUS	P	2025-01-03	2025-01-03
	FIRST TR EXCHAGETRADED FD	P	2025-02-04	2025-02-04
	ISHARESTR RUS	P	2025-02-04	2025-02-04
	CALL SPDR S&P 500 ETF	P	2025-02-11	2025-02-11
	CALL SPDR GOLD	P	2025-02-12	2025-02-12
	CALL VANGUARD INDEX	P	2025-02-24	2025-02-24
	CALL SPDR S&P 500 ETF	P	2025-02-28	2025-02-28
	CALL VANGUARD INDEX	P	2025-02-28	2025-02-28
	CALL VANGUARD INDEX	P	2025-02-28	2025-02-28
	ISHARESTR RUS	P	2025-03-04	2025-03-24
	CALL SPDR GOLD	P	2025-03-14	2025-03-14
	FIDELITY 500 INDEX FUND	P	2015-07-01	2025-03-26
	CALL SPDR S&P 500 ETF	P	2025-03-31	2025-03-31
	COREWEAVE	P	2025-03-31	2025-03-31
	CALL VANGUARD INDEX	P	2025-04-01	2025-04-01
	ISHARESTR RUS	P	2025-04-02	2025-04-02
	CALL SPDR GOLD	P	2025-04-04	2025-04-04
	CALL SPDR GOLD	P	2025-04-04	2025-04-04
	CALL VANGUARD INDEX	P	2025-04-04	2025-04-04
	CALL VANGUARD INDEX	P	2025-04-04	2025-04-04
	CALL VANGUARD INDEX	P	2025-04-04	2025-04-04
	CALL VANGUARD INDEX	P	2025-04-07	2025-04-07
	CALL VANGUARD INDEX	P	2025-04-10	2025-04-10
	FIDELITY ADVISOR BIOTECH CL	P	2025-04-10	2025-04-10
	GS FIN CORP WTS	P	2025-04-10	2025-04-10
	GS FIN SER F MTN	P	2025-04-10	2025-04-10
	CALL SPDR S&P 500 ETF	P	2025-04-16	2025-04-16
	VANGUARD MAGA CAP	P	2025-05-02	2025-05-02
	CALL SPDR S&P 500 ETF	P	2025-05-08	2025-05-08
	CALL SPDR S&P 500 ETF	P	2025-05-14	2025-05-14
	CALL VANGUARD INDEX	P	2025-05-16	2025-05-16
	CALL VANGUARD INDEX	P	2025-05-16	2025-05-16
	CALL VANGUARD INDEX	P	2025-05-16	2025-05-16
	CALL VANGUARD INDEX	P	2025-05-16	2025-05-16
	CALL VANGUARD INDEX	P	2025-05-16	2025-05-16
	CALL VANGUARD INDEX	P	2025-05-16	2025-05-16
	UTILITIES SELECT SEC SPDR	P	2025-05-16	2025-05-16
	CIRCLE INTERNET GRP	P	2025-06-06	2025-06-06
	SPDR GOLD TR	P	2023-07-01	2025-06-10
	CALL SPDR S&P 500 ETF	P	2025-06-12	2025-06-12
	CALL VANGUARD INDEX	P	2025-06-12	2025-06-12
	SECURITIES LITIGATION	P	2022-07-01	2025-05-19
	K-1 INV PARNERSHIP	P	2024-07-01	2025-01-03
	K-1 INV PARNERSHIP	P	2023-07-01	2025-01-03
	EVR OFFSHORE PTRS FD	P	2022-09-01	2025-06-12

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	458,277	80,182	378,095
b	171,283	74,123	97,160
c	10,535	5,425	5,110
d	251,911	250,000	1,911
e	10,186	7,407	2,779
	2,593	1,967	626
	7,023	3,387	3,636
	10,186	7,034	3,152
	2,839	1,879	960
	8,142	7,820	322
	678,107	651,551	26,556
	7,023	1,857	5,166
	3,003	1,067	1,936
	28,900	26,967	1,933
	260,102	246,300	13,802
	35,115	4,284	30,831
	56,025	13,824	42,201
	12,013	2,361	9,652
	387,691	475,332	-87,641
	100,011	99,326	685
	101,984	100,742	1,242
	769,715	682,651	87,064
	749,726	769,006	-19,280
	104,952	115,728	-10,776
	703,889	750,211	-46,322
	6,929	82	6,847
	200,000	200,020	-20
	711,834	703,227	8,607
	294,770	300,215	-5,445
	745,883	711,995	33,888
	39,465	322	39,143
	23,432	104,451	-81,019
	42,864	37,535	5,329
	19,225	3,282	15,943
	6,261	977	5,284
	13,003	2,704	10,299
	712,702	743,860	-31,158
	16,962	8,219	8,743
	754,534	575,113	179,421
	30,025	10,214	19,811
	121,055	120,020	1,035
	9,733	2,267	7,466
	687,070	732,392	-45,322
	2,463	1,457	1,006
	22,168	19,861	2,307
	9,733	1,517	8,216
	9,733	1,642	8,091
	9,733	2,017	7,716
	7,786	801	6,985
	31,145	1,762	29,383
	401,986	538,000	-136,014
	16,820	9,422	7,398
	9,924	5,194	4,730
	24,105	13,734	10,371
	696,100	688,737	7,363
	62,294	183,942	-121,648
	49,944	93,654	-43,710
	2,943	8,607	-5,664
	2,943	8,607	-5,664
	2,943	8,617	-5,674
	2,943	8,807	-5,864
	5,886	17,614	-11,728
	41,204	128,895	-87,691
	241,355	243,330	-1,975
	1,576	640	936
	305,900	165,241	140,659
	41,066	59,734	-18,668
	24,064	33,136	-9,072
	24		24
	10,481		10,481
	100,228		100,228
	682,014	800,000	-117,986

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7		2	504,188
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................	3	-287,195

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	10,843
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	10,843
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	10,843
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	20,000
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............	7	20,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8	139
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	9,018
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax9,018	Refunded	11

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
Henry M Zachs	President 0.00	0
181 Mountain Springs Road Farmington,CT06032
Judith M Zachs	VPresident/Secr 0.00	0
20090 Boca West Drive 342 Boca Raton,FL33434
Eric Zachs	Director 0.00	0
53 Norwood Rd West Hartford,CT06117

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
American Cancer Society 260 Osborne road Loudonville,NY12211	none	Public	GENERAL USE	600
The Bushnell 166 CAPITOL AVE HARTFORD,CT06106	Trustee-Vice Chair	Public	GENERAL USE	23,000
Charter Oak Cultural Center 21 CHARTER OAK AVE HARTFORD,CT06104	none	Public	GENERAL USE	3,000
CPTV 1049 ASYLUM AVENUE HARTFORD,CT06105	none	Public	GENERAL USE	500
Ct Museum of Culture and History ONE ELIZABETH STREET HARTFORD,CT06105	trustee	Public	GENERAL USE	20,000
Hadassah 740 NORTH MAIN STREET WEST HARTFORD,CT06117	none	Public	GENERAL USE	1,000
Hartford Public Library 500 MAIN STREET HARTFORD,CT06103	none	Public	GENERAL USE	2,000
Hill-Stead Museum 35 MOUNTAIN ROAD FARMINGTON,CT06032	none	Public	GENERAL USE	2,000
Mandell Jewish Community Center 333 BLOOMFIED AVENUE WEST HARTFORD,CT06117	none	Public	GENERAL USE	16,000
REAL ART WAYS 56 ARBOR STREET HARTFORD,CT06106	none	Public	GENERAL USE	8,000
University of Connecticut-Hillel 115 NORTH EAGLEVILLE ROAD STORRS,CT06268	Director	Public	General Use	27,500
University of Connecticut Ballard I 2390 ALUMNI DRIVE STORRS,CT06269	none	PC	GENERAL USE	5,000
University of Hartford 200 BLOOMFIELD AVENUE WEST HARTFORD,CT06117	Advisor Hillel	Public	Hartt School 1500Art School 1000 Hillel 85000 Greenberg Ctr 3000Barney School 500	91,000
Wadsworth Atheneum 600 MAIN STREET HARTFORD,CT06103	trustee	Public	GENERAL USE	141,840
JFACT 40 WOODLAND STREET HARTFORD,CT06105	BOARD MEMBER/Treasurer	Public	GENERAL USE	10,000
Jewish Federation 333 BLOOMFIELD AVENUE WEST HARTFORD,CT06117	Director,Forme President	Public	GENERAL USE	135,000
Hebrew Senior Care 1 ABRAHMS BLVD WEST HARTFORD,CT06117	none	Public	GENERAL USE	2,000
Connecticut Science Center 250 COLUMBUS BLVD HARTFORD,CT06103	none	PUBLIC	GENERAL USE	3,000
Oak Hill School Foundation 120 HOLCOMB STREET HARTFORD,CT06112	FORMER TRUSTEE	PUBLIC	ENDOWNMENT	8,000
Camp Laurelwood 463 SUMMER HILL ROAD MADISON,CT06443	TRUSTEE	PUBLIC	GENERAL USE	638,200
Beth David Synagogue 20 DOVER ROAD WEST HARTFORD,CT06119	none	PUBLIC	GENERAL USE	10,000
Hartford Stage 50 CHURCH STREET HARTFORD,CT06103	none	PUBLIC	GENERAL USE	10,000
CONNECTICUT COLLEGE-Hillel 270 MOHEGAN AVENUE NEW LONDON,CT06320	Advisor	PUBLIC	ENDOWMENT FUND	10,000
Trinity College 300 Summit Street Hartford,CT06106	trustee-Watkinson	PUBLIC	ALUMI FUND 5000HILLEL FUND 5000LIBRARY FUND 10000	20,000
Theater Works 233 Pearl Street Hartford,CT06103	none	PUBLIC	General Use	5,000
Connecticut Explored PO Box 271561 West Hartford,CT06127	none	PUBLIC	General Use	200
Hartford Hospital Foundation 80 Seymour Street Hartford,CT06102	corporator	PUBLIC	GENERAL USE	10,000
Jewish Family Services 333 Bloomfield Avenue West Hartford,CT06117	none	PUBLIC	General Use	2,000
Nutmeg Big Brothers Big Sisters 30 Laurel Street Hartford,CT06106	none	PUBLIC	General Use	2,500
Solomon Schecher Day School 26 Buena Vista Road West Hartford,CT06107	trustee	PUBLIC	General Use	151,000
Junior Acheivement 193 Grand Sreet Waterbury,CT06702	none	PUBLIC	General Use	1,000
Birthright Israel Foundation 33 East 33rd Street New York,NY10016	none	PUBLIC	General Use	6,000
HILLEL INTERNALTIONALI 800 8th Steet NW Washington,DC20001	none	PUBLIC	General Use	2,000
Goodspeed Opera House 6 Main Street East Haddam,CT06423	none	PUBLIC	GENERAL USE	1,000
Hartford Symphony Orchestra 166 Capitol Avenue Hartford,CT06106	none	PUBLIC	General Use	5,800
Capital Community College foundatio 950 Main Street Hartford,CT06103	none	PC	General Use	500
Anti Defamation League 1952 Whitney Ave Hamden,CT06517	none	PC	General Use	3,000
Alzheimer Association 2075Silas Deane hwy Rocky Hill,CT06067	none	PC	General Use	500
American Beethoven Society One Washington Sq San Jose,CA95152	none	PC	General Use	100
American Heart Association 1 Union Street Robinsville,NJ08691	none	PC	General Use	100
American Lung Association PO Box 7000 Albert Lea,MN56007	none	PC	General Use	100
American Red Cross PO Box 5003 Hartford,CT06102	none	PC	General Use	500
American School for the Deaf 139 North Main street West Hartford,CT06102	none	PC	General Use	1,000
American Society for Yad Vashem 500 Fifth Avenue New York,NY10110	none	PC	General Use	500
AmericanTechnion Society One Gateway Center Newton,MA02458	none	PC	General Use	2,500
Ancient Burying Ground Assn PO BOX 347 Hartfod,CT06141	none	PC	General Use	200
Arthritis Foundation 35 Cold Spring Rd Hill,CT06067	none	PC	General Use	500
Boys and Girls Club Hartford 170 Sigourney Street Hartford,CT06105	none	PC	GENERAL USE	5,000
Connecticut Hospice PO Box793 Bradford,CT06405	none	PC	General Use	500
Florence Griswold Museum 96 Lyme Street Old Lyme,CT06371	FORMER TRUSTEE	PC	endownment	5,000
Foundation for Jewish Camp 253 west 35th street New York,NY10001	none	PC	General Use	2,000
HARC 900 Asylum Ave Hartford,CT06105	none	PC	endownment	2,000
Jewish Assoc for Community Living I 90 Asylum Avenue Hartford,CT06105	none	PC	General Use	1,000
Jewish Funders Network 150 west 30th street New york,NY10001	none	PC	General Use	1,000
Jewish Historical Society 333 Bloomfield Ave West Hartford,CT06117	none	PC	General Use	2,500
Jordan River Village 244 Madison ave New York,NY10016	none	PC	General Use	4,000
JT Connect 333 Bloomfield Ave West Hartford,CT06117	none	PC	General Use	9,000
KESHET 284 Armory Street Jamaica Plains,MA02130	none	PC	General Use	31,000
Kingswood Oxford 170 Kingswood Road West Hartford,CT06119	none	PC	General Use	500
Lambda Legal 120 Wall Street New York,NY10005	none	PC	General Use	500
The Leukemia Lymphoma Society PO Box 4072 Pittsfield,MA01202	none	PC	General Use	500
Loomis Chaffee 4 Batchelder road Windsor,CT06095	none	PC	General Use	5,000
MADD 317 Foxon road East Haven,CT06513	none	PC	General Use	500
The Mark Twain House 351 Farmington Ave Hartford,CT06105	none	PC	General Use	1,500
Masoncare Charity Foundation PO Box 70 Wallingford,CT06492	none	PC	General Use	500
Mental Health Assn of Ct 61 South Main Street West Hartford,CT06107	none	PC	General Use	100
Mercaz USA 136 East 39 th Streeet New York,NY10016	none	PC	General Use	100
The Metropolitan Opera Lincoln Center New York,NY10023	none	PC	General Use	250
Mikveh Bess Israel 61 North Main Street West Hartford,CT06107	none	PC	General Use	500
National Multiple Scierosis Society 659 Tower Ave Hartford,CT06112	none	PC	General Use	250
Muscular Distrophy Assn 127 Washington ave West North Haven,CT06473	none	PC	General Use	100
National Yiddish Book Center 1021 West Street Amherst,MA01002	none	PC	General Use	250
New Britain Museium of American Art 56 Lexington street New Britain,CT06052	none	PC	General Use	3,000
Old Lyme Fire Dept 69 lyme STreet Old Lyme,CT06371	none	PC	General Use	200
Riverfront recapture 50 Colubus Blvd hartford,CT06106	none	PC	General Use	1,000
Memorial Sloan Kettering Cancer Cen 1275 York Avenue New York,NY10065	none	PC	General Use	1,000
ST Francis Foundation 95 Woodland Street Hartford,CT06105	Corporator	PC	endownment	1,000
UCONN Foundation 2390 Alumni Drive Storrs,CT06269	trustee-hillel	PC	ANNUAL FUND 15000HILLEL 500KELLY WRITERS 500 WHARTON FD 15000 RARE BOOK FD 10000	15,000
United Way Foundation 30 Laurel Street Hartford,CT06106	FORMER TRUSTEE	PC	GENERAL USE	20,000
Unversity of Pennsylvania 3451 Walnut street Philadelphia,PA19104	trustee-hillel	PC	Hillel 500 kelly Writers 500Wharton 15000 Annual Fund 15000Libraries 10000	41,000
UNIV OF PITTSBURGH FD 128 North Craig Street Pittsburgh,PA15260	none	PC	General Use	100
University of St Joseph 1678 Asylum avenue West hartford,CT06117	none	PC	ENDOWNMENT	5,000
Urban League of Greater Hartford 140 Woodland Street Hartford,CT06105	none	PC	General Use	5,000
VNA Healthcare-hartford hospital 103 Woodland Street Hartford,CT06105	none	PC	General Use	1,000
The Williston Northampon School 19 Payson Avenue East Hampton,MA01027	ALUMNI,FORMER TRUSTEE	PC	GENERAL USE	30,000
YMCA Greater Hartford 241 Trumbull Street Hartford,CT06103	none	PC	General Use	250
ACLU 330 Main street Hartford,CT06106	none	PC	General use	1,500
Congregation Beth Israel 701 Farmington Avenue West Hartford,CT06119	member	PC	General Use	9,177
Jewish Foundation of Greater New Ha 360 Amity Road Woodbridge,CT06525	none	PC	General Use	1,000
Hartford Blooms Garden Tours 111 Charter oak Avenue Hartford,CT06105	none	PC	General Use	100
Playhouse Theater Group 244 ParkRroad West Hartford,CT06119	none	PC	General Use	4,000
CT State NAACP 2074 Park Street Hartford,CT06104	none	PC	General Use	500
Jewish Community Foundation 333 Bloomfield ave West Hartford,CT06117	FORMER TRUSTEE	PF	SCHECHER	5,000
BBYO CT Valley Region 360 Amity Road Woodbridge,CT06525	none	PC	General Use	2,000
The Hartford Foundation For Publc G 10 Colubus Blvd Hartford,CT06106	none	PF	GENERAL USE	155,000
Jewish National Fund 77 Franklin Street Boston,MA02114	none	PC	General Use	500
Emanuel Synagogue 160 Mohegan Drive WestHartford,CT06117	member	PC	General Use	10,100
Intensive Education Academy 840 North Main Street West Hartford,CT06117	none	PC	General Use	1,000
Voices of Hope 20 waterside Drive ste 100 Farmington,CT06032	none	PC	General Use	1,000
Covenant Prep School 130 Broad Street Hartford,CT06105	none	PC	General Use	2,000
Prizmah-Center for Jewish Day Schoo 254 West 54th Street New York,NY10019	none	PC	General Use	500
Connecticut Trust for Historic Pres 940 Whitney Avenue Hamden,CT06517	none	PC	General Use	100
18 Doors PO Box 428 Newton Upper Falls,MA02464	none	PC	General Use	350
Center for Children's Advocacy 65 Elizabeth Street Hartford,CT06105	none	PC	General Use	500
Hartford Artisan's Weaving Center 42 Woodland Street Hartford,CT06105	Former landlord-Shared Pr	PC	General Use	2,000
Boys Scouts of America 60 Darlin Street East Hartford,CT06108	none	PC	General Use	500
Pennsylvania Gazette 3910 Chestnut Street Philadephia,PA19104	none	PC	General Use	100
New England Center For The Deaf 848 Central Street Farminghamon,MA01701	none	PC	General Use	180
24 Hr Power Inc 27 Butternut Lane Rockland,MA02370	none	PC	General Use	5,000
New England Jewish Academy 300 Bloomfield Avenue West Hartford,CT06117	FORMER TRUSTEE	PC	Generl Use	9,400
Garde Arts Center 325 State Street New London,CT06320	none	PC	GENERAL USE	3,000
University of Connecticut 2390 ALUMNI DRIVE Storrs,CT06269	none	PC	School of Social Work	10,000
Colears School 324 W 15th Street New York,NY10011	none	PC	General Use	5,000
Dignity Grows 40 Woodland Street Hartford,CT06105	RELATIVE	POF	General Use	100,000
National Museum American Jewish Mil 1811 R Street Washington,DC20009	none	PC	General Use	2,000
American Friends of Natal 1120 Ave of Amercas New York,NY10036	none	PC	General Use	500
Farminton Valley Visiting Nurse Ass 8 OLD MILL LANE SIMSBURY,CT06070	NONE	PC	GENERAL USE	1,000
StJudes Childrens Research Hospital 501 ST JUDE PLACE MEMPHIS,TN38105	NONE	PC	GENERAL USE	3,000
ELIZABETH PARK CONSERVANCY 1561 ASYLUM AVE WEST HARTFORD,CT06117	NONE	PC	GENERAL USE	500
GREATER HARTFORD ARTS COUNCIL 100 PEARL STREET HARTFORD,CT06103	NONE	PC	GENERAL USE	1,000
THE VILLAGE FOR FAMILIES CHILDREN 1680 ALBANY AVENUE HARTFORD,CT06105	NONE	PC	GENERAL USE	5,000
FJCURBAN DOR 225 WEST 39ST NEW YORK,NY10018	NONE	PC	GENERAL USE	1,000
BLACKIE HOUSE LIBRARY MUSEUM WARDROPS EDINBURGH,SCOTLANDEH12NY UK	RELATIVE	PC	GENERAL USE	25,000
4-HFARM EDUCATION CENTER AT AUER 158 AUER FARM RD BLOOMFIELD,CT06002	NONE		GENERAL USE	250
BLOOMFIELD VOLUNTER AMBULANCE FUND 54 JEROME AVE BLOOMFIELD,CT06002	NONE	PC	GENERAL USE	100
BROTHERS FOR LIFE 1124 34TH AVE SEATTLE,WA98122	NONE	PC	GENERAL USE	1,800
BOYS GIRLS CLUB OF GREATER WATERBUR 1037 EAST MAIN ST WATERBURY,CT06705	NONE	PC	GENERAL USE	2,500
CHALI MITZVAH 59 NORWOOD RD WEST HARTFORD,CT06117	NONE	PC	GENERAL USE	2,000
ALS ASSCIATION 5881 GLENRIDGE DRIVE ATLANTA,GA30328	NONE	PC	GENERAL USE	5,000
CONNECICUT COLLEGE-HILLEL ZACHS HILLEL HOUSE 270 MOHEGAN AVE NEW LONDON,CT06320	FORMER TRUSTEE	PC	GENERAL USE	5,000
NCCJ 100 RIVERVIEW CENTER MIDDLETOWN,CT06457	NONE	PC	GENERAL USE	500
FRIENDSOF THE IDF PO BOX 422 NEW YORK,NY10163	NONE	PC	GENERAL USE	10,000
HILLEL OF DALLAS 1130 PARK CENTRAL PLACE APT B DALLAS,TX75230	NONE	PC	GENERAL USE	10,000
JEWISH FEDERATION OF CENTRAL MASSAC 646 SALISBURY STREET WORCESTER,MA01609	NONE	PC	GENERAL USE	100
MERONA LEADERSHIP FOUNDATION 1591 VENTURA BLVD ENCINO,CA91436	NONE	POF	GENERAL USE	2,500
TRINITY ACADEMY 10 WOODLAND STREET HARTFORD,CT06105	NONE	PC	GENERAL USE	1,000
YAYSH PO BOX 1732 HARTFORD,CT06144	NONE	PC	GENERAL USE	10,000
YOUTH BUSINESS INITIATIVE 304 MAIN AVE NORWALK,CT06851	NONE	PC	GENERAL USE	3,500
Total ................................. 3a				2,003,497

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	667,850		667,850
5a	Gross rents............
b	Net rental income or (loss) -12,943
6a	Net gain or (loss) from sale of assets not on line 10		504,188
b	Gross sales price for all assets on line 6a 12,186,482
7	Capital gain net income (from Part IV, line 2)...			504,188
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	132,723	132,723
12	Total. Add lines 1 through 11........	1,304,761		1,304,761
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	176
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	376,735	376,735
17	Interest...............	134,307		134,307
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	543	543
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	47,986	13,076	29,935
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	559,747		524,661	29,935
25	Contributions, gifts, grants paid.......	2,003,497			2,003,497
26	Total expenses and disbursements. Add lines 24 and 25	2,563,244		524,661	2,033,432
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,258,483
b	Net investment income (if negative, enter -0-)			780,100
c	Adjusted net income (if negative, enter -0-)...

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

		(a) Corpus	(d) 2024
1 Distributable amount for 2024 from Part X, line 7			1,735,321
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......	271,109
c From 2021......
d From 2022......	164,435
e From 2023......
f Total of lines 3a through e ........		435,544
4Qualifying distributions for 2024 from Part
XI, line 4: $ 2,033,432
a Applied to 2023, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....			1,735,321
e Remaining amount distributed out of corpus		298,111
5 Excess distributions carryover applied to 2024.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		733,655
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		733,655
10 Analysis of line 9:
a Excess from 2020....	271,109
b Excess from 2021....
c Excess from 2022....	164,435
d Excess from 2023....
e Excess from 2024....	298,111

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	667,850
5 Net rental income or (loss) from real estate:
aDebt-financed property......			34	-12,943
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............					504,188
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a0THER INCOME					132,723
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				654,907	636,911

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			378,095
b			97,160
c			5,110
d			1,911
e			2,779
			626
			3,636
			3,152
			960
			322
			26,556
			5,166
			1,936
			1,933
			13,802
			30,831
			42,201
			9,652
			-87,641
			685
			1,242
			87,064
			-19,280
			-10,776
			-46,322
			6,847
			-20
			8,607
			-5,445
			33,888
			39,143
			-81,019
			5,329
			15,943
			5,284
			10,299
			-31,158
			8,743
			179,421
			19,811
			1,035
			7,466
			-45,322
			1,006
			2,307
			8,216
			8,091
			7,716
			6,985
			29,383
			-136,014
			7,398
			4,730
			10,371
			7,363
			-121,648
			-43,710
			-5,664
			-5,664
			-5,674
			-5,864
			-11,728
			-87,691
			-1,975
			936
			140,659
			-18,668
			-9,072
			24
			10,481
			100,228
			-117,986


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

bApproved for future payment

Total ................................. 3b

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GS FIN COR PSER F ZERO
ROYAL BK CDA SER I ZERO	200,020	292,320
ROYAL BK CDA SER J ZERO	200,020	255,560
ROYAL BK CDA SER J ZERO	200,020	265,200
GS FIN CORP SER F ZERO	500,020	568,050
GS FIN CORP NOTE 144A ZERO	100,319	104,864
GS FIN CORP SER F ZERO	200,020	220,520
GOLDMAN SACHS BK MTN	100,020	100,100
JP MORGAN CHASE FINSER A MTN	200,020	201,240
JP MORGAN CHASE FIN SER A MTN	300,018	300,000
MORGAN STANLEY FIN SER A MTN	200,020	235,110
GS FIN SER F MTN	75,327	76,427

Name of Stock	End of Year Book Value	End of Year Fair Market Value
PROCORE TECH
SPRINKLR
SERVICETITAN	4,194	74,169
AQR LONG SHT EQ FD CLI	1,000,000	1,079,402

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
GLOBAL X FDS ARTIFCIAL	AT COST	295,204	436,900
GLOBAL X FDS COPPER	AT COST	100,457	110,250
FIDELITY 500 INDEX FUND	AT COST
INVESCO QQQ TR UNIT SER	AT COST	682,515	1,103,280
ISHARES TR RUS TP200 GR ETF	AT COST	694,225	785,134
SPDR S&P 500ETF TR TR UNIT	AT COST	3,340,939	4,942,800
SPDR SER TR S&P BIOTECH	AT COST
VANGUARD INDEX FUNDS S&P 500	AT COST	403,767	568,030
VANGUARD INDEX FDS TOTAL STK	AT COST	4,272,956	6,078,600
ISHARES GOLD TR	AT COST	884,265	1,559,000
SPDR GOLD TR GOLD SHS	AT COST	1,629,929	2,743,470
CALL VANGUARD INDEX FDS	AT COST
CALL SPDR S&P500 ETF	AT COST	36,106	104,480
Iconiq Strategic Partners B LP	AT COST	150,388	136,053
Mutualink Inc.	AT COST	500,000	125,000
Iconiq Strategic Partners II B	AT COST	624,616	1,724,858
HOLISTIC INDUSTRIES	AT COST	900,000	900,000
ICONIQ STRATEGIC PTRS VI-B LP	AT COST	272,662	319,926
ICONIQ STRATEGIC PTRS VI CO INV FOB	AT COST	565,900	697,630
COROHADO HAYNESVILLE 2021 LP	AT COST	471,779	473,761
PROFICO CANADIAN ALTERNATIVE REAL ESTATE	AT COST	568,665	638,114
PROFICIO GATEWAY FUND LLC	AT COST	1,522,213	1,693,110
PINNACLE OPPORTUNITY LP	AT COST	662,811	673,847
PROFICIO ALTERNATIVE OPPORTUNITIES FD LP	AT COST	1,111,393	1,068,914
SPUR VENTURES VII LP	AT COST	168,889	250,110
EVR OFFSHORE PARTNERS FUND LTD	AT COST
HILL CITY OFFSHORE FUND LTD	AT COST	800,000	1,184,801
ATREIDES FOUNDATION FUND LP	AT COST	800,000	1,390,010
EVERSEPT GLOBAL HEALTHCASE OFFSHORE FUND	AT COST	800,000	1,008,426
HITE HEDGE OFFSHORE LTD	AT COST	800,000	895,534
WIP EMPORIA COINVETENT FUND LP	AT COST	476,066	493,400
GOEHRING &ROZENCWAJG	AT COST
VALOR ATREIDES AI LP	AT COST	200,000	238,141

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
bank service charges	75
Dues & subcriptions	4,750
office supplies	150
Rental Expenses	12,943	12,943
RESEARCH EXPENSES	133	133
Special Event Expenses	29,935		29,935

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Software ID:	24020490
Software Version:	2024v5.2