GUERRERO FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GUERRERO FAMILY FOUNDATION (EIN 83-2740704)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-23
- IRS object ID
- 202511139349100406
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-23T08:17:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 PARK AVENUE SUITE 200 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832740704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUERRERO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUER | BusinessNameControlTxt |
| Phone | 2127156820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2740 WEST RAPTOR VIEW LANE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FERNANDO GUERRERO | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2127156820 | PhoneNum |
| Signature | 2025-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JINGLUN WANG | PreparerPersonNm |
| PTIN | P01618547 | PTIN |
| Phone | 9732180500 | PhoneNum |
| Preparation | 2025-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,834,621 | 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 | $2,569 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,569 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,156 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,725 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,460 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $269 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $189,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$177,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $669,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $491,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $491,222 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $559,104 | CorporateStockBOYAmt |
| Corporate Stock EOY | $689,677 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $689,677 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,364,423 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,653,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,653,722 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,592,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,834,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,834,621 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,592,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,834,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,592,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,834,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,592,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,834,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,592,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$177,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $419,871 | OtherIncreasesAmt |
| Subtotal | $3,834,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,834,621 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $162 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $162 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $162 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER CHAN | IndividualWithBooksNm |
| Phone | 2127156820 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 452 FIFTH AVENUE 30TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FERNANDO GUERRERO | |||||||||
| C/O VARADERO CAPITAL 452 5TH AVE | 30F | NEW YORK | NY | 10018 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JILL JACHERA | |||||||||
| C/O VARADERO CAPITAL 452 5TH AVE | 30F | NEW YORK | NY | 10018 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| GLADYS MARTINEZ | |||||||||
| C/O VARADERO CAPITAL 452 5TH AVE | 30F | NEW YORK | NY | 10018 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $640,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $647,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,540,866 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,828,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,828,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,771,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $162 | TotalTaxAmt |
| Distributable Before Adj | $188,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $188,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $188,401 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $189,479 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $189,479 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $172,106 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $189,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $172,106 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $171,028 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FERNANDO GUERRERO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ART ASSOCIATION OF JACKSON HOLE | ||||||
| 240 S GLENWOOD ST | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $1,000 |
| BABAS BUNCH FOUNDATION INC | ||||||
| 1200 NW 78TH AVE | MIAMI | FL | 33126 | PC | GENERAL SUPPORT | $1,000 |
| CENTER FOR THE ARTS | ||||||
| 2039 KENNEDY BLVD | JERSEY CITY | NJ | 07305 | PC | GENERAL SUPPORT | $7,000 |
| CLIMB WYOMING | ||||||
| 1709 CAREY AVENUE | CHEYENNE | WY | 82001 | PC | GENERAL SUPPORT | $2,500 |
| COLUMBIA UNIVERSITY | ||||||
| 116TH AND BROADWAY | NEW YORK | NY | 10027 | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY ENTRY SERVICES | ||||||
| 20 PIONEER LANE PO BOX 4259 | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | ||||||
| 245 E SIMPSON AVE POB 574 | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $5,000 |
| COOMBS OUTDOORS | ||||||
| 160 N GLENWOOD ST | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $2,000 |
| DANCERS' WORKSHOP | ||||||
| 240 S GLENWOOD ST | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $1,000 |
| EB RESEARCH PARTNERSHIP | ||||||
| 132 E 43RD STREET 432 | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $5,000 |
| FREEDOM SERVICES DOGS | ||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | PC | GENERAL SUPPORT | $2,000 |
| FRIENDS OF CARITAS | ||||||
| 81 WASHINGTON AVENUE | CAMBRIDGE | MA | 02140 | PC | GENERAL SUPPORT | $62,500 |
| GLIOBLASTOMA TREATMENT & RESEARCH | ||||||
| POBOX 62066 | DURHAM | NC | 27715 | PC | GENERAL SUPPORT | $500 |
| GRAND TETON NATIONAL PARK FOUNDATION | ||||||
| 115 E PEARL AVE 201 | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $4,000 |
| HABITAT FOR HUMANITY | ||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | PC | GENERAL SUPPORT | $3,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| HARVARD UNIVERSITY | BOSTON | MA | 02163 | PC | GENERAL SUPPORT | $1,000 |
| HISPANIC FEDERATION | ||||||
| 55 EXCHANGE PL 5 | NEW YORK | NY | 10005 | PC | GENERAL SUPPORT | $1,000 |
| HISTORICAL SOCIETY OF PRINCETON | ||||||
| 354 QUAKER ROAD | PRINCETON | NJ | 08540 | PC | GENERAL SUPPORT | $1,000 |
| INSTITUTE FOR ETHNOMEDICINE | ||||||
| 1130 US-89 | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $1,000 |
| LAWRENCEVILLE SCHOOL | ||||||
| 2500 MAIN ST | LAWRENCEVILLE | NJ | 08648 | PC | GENERAL SUPPORT | $3,000 |
| LSU COLLEGE OF BUSINESS | ||||||
| 501 SOUTH QUAD DRIVE | BATON ROUGE | LA | 70808 | PC | GENERAL SUPPORT | $5,000 |
| ONE LOVE FOUNDATION | ||||||
| 46 PONDFIELD RD | BRONXVILLE | NY | 10708 | PC | GENERAL SUPPORT | $1,000 |
| OUR LADY OF THE MOUNTAIN | ||||||
| 2 E SPRINGTOWN ROAD | LONG VALLEY | NJ | 07853 | PC | GENERAL SUPPORT | $5,000 |
| PCS CAPITAL & ENDOWMENT FUND | ||||||
| 100 BUNN DRIVE | PRINCETON | NJ | 08540 | PC | GENERAL SUPPORT | $2,000 |
| PEDDIE SCHOOL | ||||||
| 201 S MAIN STREET | HIGHSTOWN | NJ | 08520 | PC | GENERAL SUPPORT | $2,000 |
| PENN STATE UNIVERSITY | ||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | PC | GENERAL SUPPORT | $2,000 |
| PINE CAY PROJECT | ||||||
| 207 E OHIO 437 | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $5,000 |
| RAZOM FOR UKRAINE | ||||||
| 140 2ND AVE | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $500 |
| SAINT AUGUSTINE CATHOLIC CHURCH | ||||||
| 1400 MILLER ROAD | CORAL GABLES | FL | 33146 | PC | GENERAL SUPPORT | $2,000 |
| SERVICE TO SCHOOL | ||||||
| 300 3RD STREET APT 919 | SAN FRANCISCO | CA | 94107 | PC | GENERAL SUPPORT | $2,500 |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY | ||||||
| 55 EXCHANGE PLACE 601 | NEW YORK | NY | 10005 | PC | GENERAL SUPPORT | $12,500 |
| ST JOHNS HEALTH | ||||||
| 625 EAST BROADWAY | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $3,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | GENERAL SUPPORT | $2,500 |
| ST JOHN VIANNEY COLLEGE SEMINARY | ||||||
| 2900 SW 87TH AVE | MIAMI | FL | 33165 | PC | GENERAL SUPPORT | $1,000 |
| ST PAUL THE APOSTLE CHURCH | ||||||
| 405 W 59TH ST | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $1,000 |
| TEAM FRANK AFRICA USA INC | ||||||
| 11 CAPE COD LN | NORWELL | MA | 02061 | PC | GENERAL SUPPORT | $2,000 |
| TETON JR GOLF ASSOCIATION | ||||||
| PO BOX 9485 | JACKSON | WY | 83002 | PC | GENERAL SUPPORT | $250 |
| TETON LITERACY CENTER | ||||||
| 1715 HIGH SCHOOL RD 260 | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $6,000 |
| THE COMMUNITY FOUNDATION OF JACKSON HOLE | ||||||
| PO BOX 574 | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $6,500 |
| THE FRIENDS OF FOUNDATIONS ACADEMIES | ||||||
| 363 WEST STATE ST | TRENTON | NJ | 08618 | PC | GENERAL SUPPORT | $2,500 |
| THE UNIVERSITY OF CHICAGO | ||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | PC | GENERAL SUPPORT | $2,000 |
| TURNING POINT PREGNANCY RESOURCE CENTER | ||||||
| 7340 MIRAMAR ROAD SUITE 204 | SAN DIEGO | CA | 92126 | PC | GENERAL SUPPORT | $3,000 |
| US AGAINST ALZHEIMER'S | ||||||
| PO BOX 34565 | WASHINGTON | DC | 20043 | PC | GENERAL SUPPORT | $5,000 |
| WARRIOR SCHOLAR PROJECT | ||||||
| 1012 14TH ST NW 1200 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $2,500 |
| YWCA | ||||||
| 1400 STREET SUITE 325 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,569 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,156 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,725 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $5,460 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,460 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD S&P ETF (VOO) | StockNm |
| EOY Book Value | $689,677 | EOYBookValueAmt |
| EOYFMV | $689,677 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARADERO INTERNATIONAL, LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,653,722 | BookValueAmt |
| EOYFMV | $2,653,722 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $269 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $269 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $419,871 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $58 | $58 | $0 |
| FEDERAL TAX | $176 | $0 | $0 |
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