Charles D Fleischman Charitable Trust
EIN 93-6530147 • Oxford, CT
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Up$11,929,162
Up $6,768,734 (+131%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$11,929,162
Up $6,768,734 (+131%) from 2023
Operations
Revenue
Up$8,710,756
Up $8,670,859 (+21733%) from 2023
Expenses
Up$1,942,022
Up $1,941,846 (+1103322%) from 2023
Net Income
Up$6,768,734
Up $6,729,013 (+16941%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $11,929,162
- Liabilities
- $0
- Net assets
- $11,929,162
- Revenue
- $8,710,756
- Expenses
- $1,942,022
- Net income
- $6,768,734
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 15, 2025
- Return Version
- 2024v5.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHARLES D FLEISCHMAN | Trustee | PT | $100,000 | - | $100,000 |
| ELLEN FLEISCHMAN-LITSKY | Trustee | PT | $72,250 | - | $72,250 |
| BETH ZWEIBEL | Trustee | PT | $72,250 | - | $72,250 |
Filing and Contact Details
Filer
- Filer Name
- Charles D Fleischman Charitable Trust
- EIN
- 93-6530147
- In Care Of
- % C/O CBIZ ADVISORS LLC
- Phone
- 5167470300
- Address
- 71 LINKS WAY, OXFORD, CT 06478
Signing Officer
- Name
- Charles Fleischman
- Title
- Trustee
- Phone
- 5167470300
- Signed
- 2025-05-15
Preparer
- Firm
- CBIZ Advisors LLC
- Address
- 68 SOUTH SERVICE ROAD STE 300, MELVILLE, NY 11747
- Preparer
- Carolyn Mazzenga
- Phone
- 6314144000
Raw XML Appendix342 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 0 |
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| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | 68 SOUTH SERVICE ROAD SUITE 300 |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | MELVILLE |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | NY |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 11747 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 0 | NY |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt | 0 | CO CBIZ ADVISORS LLC |
| IRS990PF/StatementsRegardingActyGrp/PhoneNum | 0 | 6314144000 |
| IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 0 | 1305000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 0 | SEE ATTACHMENT C |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt | 0 | SEE ATTACHMENT C |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt | 0 | PC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt | 0 | NONE |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt | 0 | C/O CHARLES D FLEISCHMAN TRUSTEE |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt | 0 | 71 LINKS WAY |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm | 0 | OXFORD |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd | 0 | CT |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd | 0 | 06478 |
| IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd | 0 | X |
| IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt | 0 | 1305000 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd | 0 | false |
| IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt | 0 | 1184534 |
| IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt | 0 | 7596 |
| IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt | 0 | 1184534 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt | 0 | 49431 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt | 0 | 356400 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt | 0 | 306969 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt | 0 | 49431 |
| IRS990PF/UndistributedIncomeGrp/PriorYear1Yr | 0 | 2022 |
| IRS990PF/UndistributedIncomeGrp/PriorYear2Yr | 0 | 2021 |
| IRS990PF/UndistributedIncomeGrp/PriorYear3Yr | 0 | 2020 |
| IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt | 0 | 1499099 |
| IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt | 0 | 306969 |
| IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt | 0 | 356400 |
| IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt | 0 | 49431 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt | 0 | 7596 |
| LegalFeesSchedule/LegalFeesGrp/CategoryTxt | 0 | LEGAL FEES |
| LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt | 0 | 5000 |
| LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt | 0 | 5000 |
| LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt | 0 | 0 |
| OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc | 0 | ACCRUED INT ON BOND PURCHASE |
| OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt | 0 | 667 |
| OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt | 0 | 667 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 0 | BANK CHARGES |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 1 | NYS ANNUAL FILING FEE |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 2 | MISCELLANOUS EXPENSES |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 3 | COMPUTER EXPENSE |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 4 | FOUNDATION PUBLICATON |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 0 | 0 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 1 | 750 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 2 | 518 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 3 | 1711 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 4 | 170 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt | 0 | 50 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt | 1 | 0 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt | 2 | 0 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 0 | 50 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 1 | 750 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 2 | 518 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 3 | 1711 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 4 | 170 |
| OtherIncomeSchedule2/OtherIncomeDetail/Desc | 0 | MISCELLANOUS INCOME |
| OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt | 0 | 1310 |
| OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt | 0 | 1310 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt | 0 | 257973 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt | 0 | INVESTMENT ADVISORY FEES |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt | 0 | 257973 |
| TaxesSchedule/TaxesDetail/Amt | 0 | 121200 |
| TaxesSchedule/TaxesDetail/CategoryTxt | 0 | FEDERAL EXCISE TAXES |
| TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt | 0 | 0 |
| TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHARLES FLEISCHMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5167470300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CHARLES D FLEISCHMAN CHARITABLE TRUST |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O CHARLES D FLEISCHMAN TRUSTEE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHAR |
| ReturnHeader/Filer/EIN | 0 | 936530147 |
| ReturnHeader/Filer/InCareOfNm | 0 | % C/O CBIZ ADVISORS LLC |
| ReturnHeader/Filer/PhoneNum | 0 | 5167470300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 71 LINKS WAY |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OXFORD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 06478 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CBIZ Advisors LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 68 SOUTH SERVICE ROAD STE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MELVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 11747 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6314144000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CAROLYN MAZZENGA |
| ReturnHeader/ReturnTs | 0 | 2025-04-29T10:58:25-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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