KEISER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KEISER FOUNDATION (EIN 27-0858768)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-25
- IRS object ID
- 202411169349100906
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T09:45:16-05:00 | 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 | 270858768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Keiser Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KEIS | 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 | DAVID KEISER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | KEISER | 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 | $1,321,589 | 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 | $5,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,930 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $396,692 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $165,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,811 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,553 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,553 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $235 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,058 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,058 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $351,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$198,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $238,243 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,502 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,067,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,006,105 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,221,087 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,305,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,106,607 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,321,589 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,305,429 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,106,607 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,305,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,106,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,305,429 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,106,607 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,305,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$198,822 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,106,607 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,106,607 | 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 | $396,692 | GrossSalesPriceAmt |
| Cost Or Other Basis | $210,605 | CostOrOtherBasisAmt |
| Gain Or Loss | $186,087 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $186,087 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,863 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,863 | SubtotalAmt |
| Tax Based On Investment Income | $2,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $137 | OverpaymentAmt |
| Applied To ES Tax | $137 | AppliedToESTaxAmt |
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 | DE | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Amanda Keiser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Barbara Keiser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| David W Keiser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Joseph Keiser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Stephanie Kraus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 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 | $1,284,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,446,121 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,446,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,424,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,863 | TotalTaxAmt |
| Distributable Before Adj | $68,358 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,358 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,358 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $351,618 | 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 | $351,618 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,358 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $140,269 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,108 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $126,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $407,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $351,618 | QualifyingDistributionsAmt |
| Applied To Current Year | $68,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $283,260 | RemainingDistriFromCorpusAmt |
| Total Corpus | $690,537 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $140,269 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $550,268 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,108 | ExcessFromYear4Amt |
| Excess From Year3 | $18,618 | ExcessFromYear3Amt |
| Excess From Year2 | $126,027 | ExcessFromYear2Amt |
| Excess From Year1 | $52,255 | ExcessFromYear1Amt |
| Excess From Current Year | $283,260 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David W Keiser | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Kizawi | |||||||
| 640 Mix Avenue | Hamden | CT | 06514 | NONE | I | Hardship Assistance Grant | $1,495 |
| A Ratchford | |||||||
| 384 Orchard Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,958 |
| A Tarantino | |||||||
| 256 Davenport Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,620 |
| A Tyrrell | |||||||
| 626 Totoket Road | Northford | CT | 06472 | NONE | I | Hardship Assistance Grant | $2,847 |
| APK CHARITIES CORPORATION | |||||||
| PO BOX 1247 | MADISON | CT | 06443 | N/A | PC | Direct Assistance Program | $10,000 |
| B Baddour | |||||||
| 1523 Chapel Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,151 |
| B Whitley | |||||||
| 155 Fillmore Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $4,000 |
| C Beverley | |||||||
| 4B Shirley Way | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $1,697 |
| C Sanders | |||||||
| 463 Congress Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $4,000 |
| CHRISTIAN COMMUNITY ACTION INC | |||||||
| 168 DAVENPORT AVE | NEW HAVEN | CT | 06519 | N/A | PC | General & Unrestricted | $50,000 |
| D Cooper | |||||||
| 46 W Fourth Street | Derby | CT | 06418 | NONE | I | Hardship Assistance Grant | $863 |
| D Quicksey | |||||||
| 1331 Chapel Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,800 |
| F Alicea | |||||||
| 170 James Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $3,415 |
| G Deno | |||||||
| 252 Leetes Island Rd | Branford | CT | 06405 | NONE | I | Hardship Assistance Grant | $1,150 |
| GETTYSBURG COLLEGE | |||||||
| 300 N WASHINGTON ST CAMPUS BOX 423 | GETTYSBURG | PA | 17325 | N/A | PC | The Keiser Foundation Endowed Scholarship Fund | $10,000 |
| GETTYSBURG COLLEGE | |||||||
| 300 N WASHINGTON ST CAMPUS BOX 423 | GETTYSBURG | PA | 17325 | N/A | PC | The Keiser Foundation Study Abroad Support Fund | $10,000 |
| I Fuentes | |||||||
| 1361 Quinnipiac Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $4,000 |
| J Holman | |||||||
| 135 Derby Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $2,850 |
| J Staggers | |||||||
| 95 Weybosset Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $919 |
| J Vidal | |||||||
| 90 Park Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,528 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND | |||||||
| 70 FARMINGTON AVE | HARTFORD | CT | 06105 | N/A | PC | General & Unrestricted | $5,000 |
| K Bryant | |||||||
| 32 Rockview Circle | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $3,558 |
| K Joyner | |||||||
| 16 Garden Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $2,068 |
| L Cintron | |||||||
| 70 Fairmont Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $2,154 |
| L Evans | |||||||
| 321 Eastern Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,350 |
| L Reyes | |||||||
| 296 Eastern Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $975 |
| L Threatt | |||||||
| 1285 Ella Grasso Boulevard | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,050 |
| M Candelaria | |||||||
| 311 Eastern Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,256 |
| M Gaglio | |||||||
| 97 Greenwich Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $2,775 |
| M Rivera-Pabon | |||||||
| 1423 Quinnipicc Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $4,000 |
| N Chester | |||||||
| 1314 Quinnipiac Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $4,000 |
| N Latina | |||||||
| 48 Union Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $247 |
| N Solares | |||||||
| 436 Howard Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $2,600 |
| N Suggs | |||||||
| 437 Eastern Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $2,288 |
| P Harden | |||||||
| 50 Wolcott Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $447 |
| P Hatch | |||||||
| 52 Howe Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,633 |
| P Whaley | |||||||
| 200 Oak Street | West Haven | CT | 06516 | NONE | I | Hardship Assistance Grant | $3,694 |
| Q Paige | |||||||
| 596 Orchard Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $3,600 |
| QUINNIPIAC UNIVERSITY | |||||||
| 275 MOUNT CARMEL AVE | HAMDEN | CT | 06518 | N/A | PC | Quinnipiac University School of Nursing Community Engagement Program | $160,000 |
| R Morebelessings | |||||||
| 1000 Quinnipiac Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,945 |
| S Brown | |||||||
| 100 Viscount Drive | Milford | CT | 06460 | NONE | I | Hardship Assistance Grant | $2,587 |
| S Crenshaw | |||||||
| 88 Kensington Square | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,659 |
| S Pereira | |||||||
| 537 Winchester Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $3,800 |
| S Verdiner | |||||||
| 22 Gold Street | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $4,000 |
| T Horton | |||||||
| 101 Woolsey Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $3,135 |
| T Reddick | |||||||
| 115 Edgewood Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,567 |
| W Phillips | |||||||
| 1 Brewery Square | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $3,965 |
| Z Richardson | |||||||
| 135 Henry Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $341,560 | 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 | $5,930 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,794 | 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 | $136,135 | 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 | $165,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,859 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $8,747 | $8,800 |
| ALPHABET INC CL C | $2,262 | $14,093 |
| AMAZON COM | $63,248 | $62,295 |
| AMERCO | $7,183 | $8,760 |
| APPLE INC | $184,128 | $263,960 |
| BANK OF AMERICA CORP | $28 | $34 |
| BERKSHIRE HATHAWAY INC. CLASS | $8,306 | $16,050 |
| BHP BILLITON LIMITED | $164 | $205 |
| BOOKING HOLDINGS INC | $4,000 | $7,094 |
| BROOKFIELD CORP ORD SHS CL A | $11,568 | $13,801 |
| CANADIAN PACIFIC RAILWAY LTD | $2,864 | $5,613 |
| CENTENE CORP | $10,200 | $12,096 |
| COMCAST CORP | $15,331 | $16,619 |
| COMPASS GROUP PLC ADR | $5,264 | $5,784 |
| CVS CAREMARK CORP | $11,082 | $12,713 |
| DATADOG INC | $4,884 | $6,069 |
| DIAMONDBACK ENERGY INC | $4,421 | $6,203 |
| ENPHASE ENERGY ORD SHS | $2,316 | $2,246 |
| FIRST CITIZENS BANCSHARES INC | $4,271 | $4,257 |
| FRANKS INTERNATIONAL NV | $11,955 | $13,815 |
| GLOBAL X US INFRASTRUCTURE DEV | $5,005 | $5,583 |
| HEINEKEN N V S ADR | $11,062 | $12,541 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $41,565 | $40,446 |
| ISHARES BARCLAYS TIPS BOND FUN | $84,142 | $81,477 |
| JOHNSON & JOHNSON | $3,344 | $3,919 |
| JPMORGAN STRATEGIC INCOME OPPO | $147,852 | $145,304 |
| LOCKHEED MARTIN CORP | $5,874 | $7,252 |
| MARKEL CORP | $9,183 | $12,779 |
| MATCH GROUP INC | $2,742 | $2,811 |
| MCKESSON CORP | $5,449 | $18,056 |
| MICROSOFT CORP | $1,542 | $13,913 |
| MILLERKNOLL LLC | $10,119 | $8,644 |
| NETFLIX INC | $23,149 | $18,988 |
| NOVARTIS AG ADR | $7,549 | $9,996 |
| NOVO NORDISK A S | $4,752 | $5,793 |
| NVIDIA CORP | $906 | $6,933 |
| ORACLE CORP | $6,060 | $10,859 |
| OVINTIV INC | $3,999 | $5,841 |
| PARKER HANNIFIN CP | $5,205 | $6,450 |
| PATTERSON-UTI ENERGY INC | $971 | $713 |
| REALTY INCOME CORP | $12,839 | $12,403 |
| SMITH & NEPHEW PLC ADR | $6,875 | $7,420 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $1,835 | $1,828 |
| SPDR S&P 500 ETF TRUST | $22,414 | $69,395 |
| TERADYNE INC | $7,356 | $5,100 |
| THERMO FISHER SCIENTIFIC INC | $18,154 | $14,862 |
| THORNBURG GLOBAL VALUE FUND CL | $108,467 | $104,486 |
| UNILEVER PLC AMER | $9,327 | $9,454 |
| UNION PACIFIC | $9,258 | $10,807 |
| UNITEDHEALTH GROUP INC | $39,592 | $48,435 |
| VALVOLINE INC | $5,523 | $7,817 |
| VERTEX PHARMCTLS INC | $3,944 | $4,476 |
| VISA INC | $11,299 | $19,006 |
| WALT DISNEY HOLDINGS CO | $6,530 | $6,772 |
| WOODSIDE ENERGY GROUP | $21 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,033 | $10,033 | |
| Bank Charges | $235 | $235 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $9,553 | Amt |
| Net Investment Income | $9,553 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $3,000 | |
| 990-PF Excise Tax for 2022 | $190 | |
| Foreign Tax Paid | $85 | $85 |
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