CORNOLIA COGSWELL ROSSI FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CORNOLIA COGSWELL ROSSI FOUNDATION INC (EIN 20-1420345)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-18
- IRS object ID
- 202411099349101111
- Schema version
- 2023v5.0
- 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
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-18T09:13:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201420345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cornelia Cogswell Rossi Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CORN | 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 | JOHN R RABEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN R | PersonFirstNm |
| Person Last | RABEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,532,785 | 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 | $10,287 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,287 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,321,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,845,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,322,163 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,467,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,468,570 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,355 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,355 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,985 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,368 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,368 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $43,050 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,773,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,773,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,910,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,862,751 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,442,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,443,215 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $318,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,036 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $785,921 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,399,191 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,427,230 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,348,275 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,411,071 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,103,990 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,874,985 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $957,324 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $883,529 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,327,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,885,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,532,785 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,327,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,885,622 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,327,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,885,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,327,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,885,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,327,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,442,331 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,885,622 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,885,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,845,362 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,523,199 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,322,163 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,322,163 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,322,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,061 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,061 | SubtotalAmt |
| Tax Based On Investment Income | $20,061 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $19,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $261 | TaxDueAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Anne B Green | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas, VP | 7.0 | $15,000 | $0 | $0 |
| John R Raben Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 7.0 | $15,000 | $0 | $0 |
| Laurie A Warren | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP, Dir | 7.0 | $15,000 | $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 | $5,755,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $385,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,141,038 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,141,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,048,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,061 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,061 | TotalTaxAmt |
| Distributable Before Adj | $282,385 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $282,385 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $282,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,862,751 | 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 | $2,862,751 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,385 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $821,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $346,584 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,565,429 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,652,534 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,044,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,431,029 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,862,751 | QualifyingDistributionsAmt |
| Applied To Current Year | $282,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,580,366 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,011,395 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $821,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,189,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $346,584 | ExcessFromYear4Amt |
| Excess From Year3 | $1,565,429 | ExcessFromYear3Amt |
| Excess From Year2 | $1,652,534 | ExcessFromYear2Amt |
| Excess From Year1 | $3,044,824 | ExcessFromYear1Amt |
| Excess From Current Year | $2,580,366 | ExcessFromCurrentYearAmt |
| 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 (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CLIMATE TO THRIVE | |||||||
| PO BOX 75 | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $2,500 |
| ABBE MUSEUM | |||||||
| PO BOX 286 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $1,000 |
| ALPHA-1 FOUNDATION INC | |||||||
| 3300 PONCE DE LEON BLVD | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| BEATRIX FARRAND SOCIETY | |||||||
| PO BOX 111 | MT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $1,000 |
| BOOT CAMPAIGN INC | |||||||
| 2403 FARRINGTON ST | DALLAS | TX | 75207 | N/A | PC | "You Matter" program | $2,500 |
| BUCKLEY INSTITUTE INC | |||||||
| 234 CHURCH ST 7TH FL | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $5,000 |
| BUCKLEY SCHOOL IN THE CITY OF NEW YORK | |||||||
| 113 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $3,500 |
| C&O CANAL TRUST INC | |||||||
| 142 W POTOMAC ST | WILLIAMSPORT | MD | 21795 | N/A | PC | General & Unrestricted | $20,000 |
| CAMDEN PUBLIC LIBRARY | |||||||
| 55 MAIN ST | CAMDEN | ME | 04843 | N/A | GOV | General & Unrestricted | $1,500 |
| CAMDEN PUBLIC LIBRARY FUND | |||||||
| 55 MAIN ST | CAMDEN | ME | 04843 | N/A | PC | General & Unrestricted | $2,000 |
| CAMP BEECH CLIFF | |||||||
| PO BOX 381 | MT DESERT | ME | 04660 | N/A | PC | Campership fund Paddle Raise at Lunch Scholarship fund | $5,000 |
| CAMP SUNSHINE AT SEBAGO LAKE INC | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PC | General & Unrestricted | $75,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 1818 LIBRARY ST STE 500 | RESTON | VA | 20190 | N/A | PC | General & Unrestricted | $5,000 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $10,000 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | N/A | PC | North Woods Ways project | $187,500 |
| COLUMBIA COLLEGE OF COLUMBIA UNIVERSITY | |||||||
| 475 RIVERSIDE DR ROOM 917 | NEW YORK | NY | 10115 | N/A | PC | Scholarship fund for pre-med football player | $5,000 |
| CONNECTICUT FOODSHARE INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | General & Unrestricted | $4,000 |
| CONNECTICUT HUMANE SOCIETY | |||||||
| 701 RUSSELL RD | NEWINGTON | CT | 06111 | N/A | PC | General & Unrestricted | $500 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | General & Unrestricted | $35,000 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | Conserving wetlands in Maine | $30,000 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | Little Togus project | $7,500 |
| EASTERN MAINE HEALTHCARE SYSTEMS | |||||||
| 43 WHITING HILL RD | BREWER | ME | 04412 | N/A | PC | Northern Light Health Foundation for The Campaign for Acadia Hospital | $250,000 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $4,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $37,500 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | Seasonal Workforce Housing Initiative to benefit Acadia National Park | $500,000 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $27,350 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | RTR Seasonal Housing Campaign | $5,000 |
| FRIENDS OF GREENWICH POINT | |||||||
| PO BOX 711 | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF KATAHDIN WOODS AND WATERS | |||||||
| PO BOX 18177 | PORTLAND | ME | 04112 | N/A | PC | General & Unrestricted | $100,000 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | N/A | PC | General & Unrestricted | $30,000 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER RD EXT | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $2,500 |
| GREENWICH BOTANICAL CENTER INC | |||||||
| PO BOX 1600 | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| OLD CHURCH RD BOX 623 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $4,000 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| OLD CHURCH RD BOX 623 | GREENWICH | CT | 06836 | N/A | PC | general support and the high school | $100,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $47,500 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $5,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,000 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $1,500 |
| GREENWICH TREE CONSERVANCY INC | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $2,500 |
| HEALTHY ACADIA | |||||||
| PO BOX 1710 | ELLSWORTH | ME | 04605 | N/A | PC | Giving Health Campaign | $500 |
| HILL HOUSE INC | |||||||
| 10 RIVERSIDE AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $1,000 |
| HISTORIC PROPERTIES OF GREENWICH INC | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $5,000 |
| ISLAND HOUSING TRUST | |||||||
| PO BOX 851 | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $5,000 |
| ISLAND INSTITUTE | |||||||
| 386 MAIN ST | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $100,000 |
| ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE | |||||||
| PO BOX 227 | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $25,000 |
| ISLESFORD BOAT WORKS | |||||||
| 2 MAIN ST | ISLESFORD | ME | 04646 | N/A | PC | General & Unrestricted | $5,000 |
| JULIE FUND INC | |||||||
| C/O PETER MCAVINN PO BOX 620-657 | NEWTON | MA | 02462 | N/A | PC | General & Unrestricted | $2,500 |
| KNOX INC | |||||||
| 75 LAUREL ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $4,000 |
| LAUREL HOUSE INC | |||||||
| 1616 WASHINGTON BLVD | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| LEWA WILDLIFE CONSERVANCY USA | |||||||
| PO BOX 23860 | NEW YORK | NY | 10087 | N/A | PC | 25 residential visits (50 participants in each) and 25 visits (50 participants in each) for Lewa-supported schools to participate in the Conservation Education Program | $20,000 |
| LEWA WILDLIFE CONSERVANCY USA | |||||||
| PO BOX 23860 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $5,000 |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND STE 201 | TOPSHAM | ME | 04086 | N/A | PC | General & Unrestricted | $1,000 |
| MAINE COMMUNITY FOUNDATION INC | |||||||
| 245 MAIN ST | ELLSWORTH | ME | 04605 | N/A | PC | Lewiston-Auburn Area Response Fund | $1,000 |
| MAINE SEACOAST MISSION | |||||||
| 6 OLD FIREHOUSE LN | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $151,000 |
| MAINE-WABANAKI REACH | |||||||
| 13 LOOP RD | INDIAN ISLAND | ME | 04468 | N/A | PC | General & Unrestricted | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | General & Unrestricted | $2,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | Massachusetts General Hospital Psychiatry and the work of Dr. Paula Rauch | $15,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | Psychiatry Fund | $10,000 |
| MIANUS RIVER GORGE INC | |||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | N/A | PC | General & Unrestricted | $500 |
| MILLICENT ROGERS MUSEUM INC | |||||||
| PO BOX 1210 | TAOS | NM | 87571 | N/A | PC | General & Unrestricted | $2,500 |
| MORYS PRESERVATION INC | |||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $500 |
| MOUNT DESERT ISLAND HISTORICAL SOCIETY | |||||||
| PO BOX 653 | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $2,500 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| 10 WAYMAN LN | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $1,500 |
| MOUNT DESERT ISLAND SEARCH & RESCUE | |||||||
| PO BOX 493 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $5,000 |
| MOUNT DESERT NURSING ASSOCIATION | |||||||
| PO BOX 397 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $26,000 |
| MT DESERT ISLAND YMCA | |||||||
| 21 PARK ST | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $2,500 |
| NATIONAL AUDUBON SOCIETY - GREENWICH | |||||||
| 613 RIVERSVILLE RD | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA RD STE 3 | MISSOULA | MT | 59804 | N/A | PC | WMNF projects | $2,500 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA RD STE 3 | MISSOULA | MT | 59804 | N/A | PC | Dragonfly Mercury Program | $20,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA RD STE 3 | MISSOULA | MT | 59804 | N/A | PC | Saco District Recreational Enhancements Project | $37,500 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,500 |
| NEIGHBORHOOD HOUSE CLUB | |||||||
| PO BOX 332 | NE HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $5,000 |
| NEW ENGLAND AQUARIUM CORPORATION | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,000 |
| NORTH HAVEN FOUNDATION | |||||||
| PO BOX 664 | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $75,000 |
| NORTHEAST HARBOR AMBULANCE SERVICE INC | |||||||
| PO BOX 122 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $25,000 |
| NORTHEAST HARBOR LIBRARY | |||||||
| PO BOX 279 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $2,500 |
| NORTHEAST HARBOR SAILING SCHOOL | |||||||
| PO BOX 12 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | The School's Ready About Campaign | $5,000 |
| NORTHEAST HARBOR SAILING SCHOOL | |||||||
| PO BOX 12 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | Sailing school scholarships for Ready About Campaign | $5,000 |
| OLD TIMERS ATHLETIC ASSOCIATION OF GREENWICH CONNE | |||||||
| 34 LOCKWOOD DR | OLD GREENWICH | CT | 06870 | N/A | PC | Scholarship Fund | $5,000 |
| OPEN TABLE MDI | |||||||
| 44 GLEN MARY RD | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $550 |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| PIVOT MINISTRIES INC | |||||||
| 485 JANE ST | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $1,000 |
| SALVATION ARMY - GREATER HARTFORD AREA SERVICES | |||||||
| 217 WASHINGTON ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $2,500 |
| SCHOODIC INSTITUTE AT ACADIA NATIONAL PARK | |||||||
| 9 ATTERBURY CIR | WINTER HARBOR | ME | 04693 | N/A | PC | General & Unrestricted | $2,000 |
| SQUASH HAVEN INC | |||||||
| 70 TOWER PKWY | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $2,500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $5,000 |
| THE AMERICAN NATIONAL RED CROSS - THE AMERICAN RED | |||||||
| 520 WEST 49TH ST | NEW YORK | NY | 10019 | N/A | PC | Power Red Machine to be located at the Jill and John Coyle Blood Center in Greenwich, CT | $10,000 |
| THE ANDREW K DWYER FOUNDATION | |||||||
| 108 BASSETT CREEK TRAIL | HOBE SOUND | FL | 33455 | N/A | PC | General & Unrestricted | $1,500 |
| THE GREENWICH LAND TRUST INC | |||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $1,000 |
| THE SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $1,000 |
| THE TRANSPORTATION ASSOCIATION OF GREENWICH INC | |||||||
| 13 RIVERSIDE AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $1,000 |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | N/A | PC | "Operation Mend" program | $2,500 |
| THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC | |||||||
| 216 MAIN ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF PHILLIPS ACADEMY | |||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | General & Unrestricted | $2,500 |
| UBUNTU PATHWAYS INC | |||||||
| 32 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $600 |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | N/A | PC | pilot program supporting needs-based scholarships for students in Graduate Programs in Public Health | $150,000 |
| WENDELL GILLEY MUSEUM OF BIRD CARVING THE | |||||||
| PO BOX 254 | SOUTHWEST HBR | ME | 04679 | N/A | PC | General & Unrestricted | $1,500 |
| WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM INC | |||||||
| 356 MAIN ST | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $75,000 |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 STATE HWY 3 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $2,500 |
| WINGS WORLD QUEST INC | |||||||
| 780 3RD AVE 47TH FL | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $10,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | Yale Library Associates | $5,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | planning and construction of the renovation of the Linonia & Brothers Reading Room in Sterling Memorial Library | $333,333 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | The Skillman Associates | $1,000 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,773,333 | 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 | $10,287 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,120 | 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 | $1,321,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,467,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,467,760 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXXON MOBIL CORP - 2.992% - 03 | $321,876 | $293,842 |
| GILEAD - 3.500% - 02/01/2025 | $306,069 | $295,152 |
| QUALCOMM INC - 3.450% - 05/20/ | $329,379 | $294,535 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODS & CHEM INC | $13,796 | $54,760 |
| ALPHABET INC CL A | $29,602 | $97,783 |
| AMERICAN EXPRESS CO | $20,500 | $93,670 |
| APPLE INC | $3,753 | $231,036 |
| BANK OF AMERICA CORP | $50,863 | $84,175 |
| CHEVRON CORP | $50,607 | $104,412 |
| CISCO SYSTEMS INC | $17,430 | $50,520 |
| CVS CAREMARK CORP | $30,045 | $78,960 |
| DEERE CO | $7,436 | $79,974 |
| EATON CORP PLC | $48,062 | $72,246 |
| EVERSOURCE ENERGYINC | $25,861 | $61,720 |
| EXXON MOBIL CORP | $65,732 | $89,982 |
| GILEAD SCIENCES INC | $22,792 | $81,010 |
| HOME DEPOT INC | $4,249 | $69,310 |
| INTERNATIONAL BUSINESS MACHINE | $40,952 | $81,775 |
| JOHNSON & JOHNSON | $29,693 | $78,370 |
| JP MORGAN CHASE | $22,497 | $102,060 |
| LINDE PLC COM | $6,251 | $61,607 |
| MCDONALD'S CORP | $10,978 | $59,302 |
| MICROSOFT CORP | $47,855 | $112,812 |
| NEXTERA ENERGY, INC | $11,254 | $60,740 |
| PALO ALTO NETWORKS INC | $55,441 | $88,464 |
| PARKER HANNIFIN CP | $5,472 | $69,105 |
| PEPSICO INC | $22,082 | $67,936 |
| PROCTER GAMBLE CO | $25,652 | $58,616 |
| RAYTHEON TECHNOLOGIES CORP | $14,594 | $42,070 |
| SALESFORCE.COM | $47,615 | $78,942 |
| SERVICE NOW | $46,604 | $70,649 |
| TARGET CORPORATION | $12,942 | $28,484 |
| THE HERSHEY COMPANY | $43,057 | $46,610 |
| TJX COMPANIES INC | $29,674 | $93,810 |
| VANGUARD FTSE DEVELOPED MARKET | $329,660 | $383,200 |
| VANGUARD SM-CAP ETF | $147,278 | $213,330 |
| VERIZON COMMUNICATIONS | $70,792 | $56,550 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,399,191 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,427,230 | USGovtObligationsEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,773,333. This amount represents 25% or more of the Foundation's net assets of $7,889,731 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $43,000 | $43,000 |
| State or Local Filing Fees | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $25,355 | Amt |
| Net Investment Income | $25,355 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $19,800 |
| 990-PF Excise Tax for 2022 | $2,185 |
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