FIELDCREST ASPIRATION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FIELDCREST ASPIRATION FOUNDATION (EIN 93-3867289)
- Tax period
- 2024-06-06 to 2024-12-31
- Filed
- 2025-03-26
- IRS object ID
- 202520859349100612
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-26T16:32:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-06 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 933867289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELDCREST ASPIRATION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SHEPPARD MULLIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIEL | BusinessNameControlTxt |
| Phone | 8587208900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12275 EL CAMINO REAL SUITE 100 | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARY PERLMETER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587208900 | PhoneNum |
| Signature | 2025-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY H MCGROARTY | PreparerPersonNm |
| PTIN | P00735101 | PTIN |
| Phone | 8585589200 | PhoneNum |
| 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,389,423 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $692 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $692 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $692 | 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 |
| Legal Fees Rev And Expnss | $8,451 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,226 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,225 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,927 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,928 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $14,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,153 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,871,063 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,871,063 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,885,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,878,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,884,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,715 | CashEOYAmt |
| Cash EOYFMV | $2,715 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,968,684 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,362,422 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,286 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,286 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,995,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,389,423 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,995,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,995,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,995,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,884,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,880,362 | OtherIncreasesAmt |
| Subtotal | $26,995,685 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,995,685 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | 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 | DE | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL PERLMETER CO SHEPPARD MULL | IndividualWithBooksNm |
| Phone | 8587208900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12275 EL CAMINO REAL SUITE 100 | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL PERLMETER CO SHEPPARD MULLI | ||||||||
| 12275 EL CAMINO REAL SUITE 100 | DEL MAR | CA | 92014 | TREASURER, DIRECTOR | 0.75 | $0 | $0 | $0 |
| REX PERLMETER CO SHEPPARD MULLIN | ||||||||
| 12275 EL CAMINO REAL SUITE 100 | DEL MAR | CA | 92014 | SECRETARY, DIRECTOR | 0.75 | $0 | $0 | $0 |
| ROSEMARY PERLMETER CO SHEPPARD MULL | ||||||||
| 12275 EL CAMINO REAL SUITE 100 | DEL MAR | CA | 92014 | PRESIDENT, DIRECTOR | 0.75 | $0 | $0 | $0 |
| RACHEL HERTZMAN CO SHEPPARD MULLIN | ||||||||
| 12275 EL CAMINO REAL SUITE 100 | DEL MAR | CA | 92014 | VICE PRESIDENT, DIRECTOR | 0.75 | $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 | $48,298,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,303,238 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,303,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $724,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,578,689 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,362,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,362,178 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,362,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $375,886 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,738,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,738,064 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,878,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,878,216 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,738,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,878,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $1,871,063 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,153 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,871,063 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,730,911 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $1,871,063 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR MIDDLE EAST PEACE INC | |||||||
| 1726 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL | $39,807 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $25,314 |
| AMERICAN PARKINSON DISEASE ASSOCIATION | |||||||
| PO BOX 81420 | STATEN ISLAND | NY | 10006 | NONE | PC | GENERAL | $39,807 |
| BERKSHIRE BOUNTY INC | |||||||
| 33 COMMONWEALTH AVE | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL | $10,424 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL | $25,379 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL | $17,950 |
| CENTRAL CONFERENCE OF AMERICAN RABBIS | |||||||
| 355 LEXINGTON AVE FL 8 | NEW YORK CITY | NY | 10017 | NONE | PC | GENERAL | $25,314 |
| CLIMATE EMERGENCY FUND | |||||||
| 8605 SANTA MONICA BLVD 56492 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL | $39,807 |
| EAST NY COMMUNITY LAND TRUST | |||||||
| 2966 FULTON ST | BROOKLYN | NY | 11208 | NONE | PC | GENERAL | $20,138 |
| FOCUS FOR DEMOCRACY FUND | |||||||
| 1200 G STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $12,765 |
| FOUNDATION FOR JEWISH CAMP INC | |||||||
| 253 W 35 ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $25,314 |
| FOUNDATION FOR JEWISH CAMP INC | |||||||
| 253 W 35 ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $25,293 |
| HEBREW UNION COLLEGE | |||||||
| 1 WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $25,379 |
| HIAS INC | |||||||
| 1300 SPRING ST STE 500 | SILVER SPRING | MD | 10910 | NONE | PC | GENERAL | $25,314 |
| IMPACT CUBED | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PC | GENERAL | $430,087 |
| INSTITUTE OF JEWISH SPIRITUALITY INC | |||||||
| PO BOX 4460 | NEW YORK | NY | 10185 | NONE | PC | GENERAL | $25,314 |
| INSTITUTE OF JEWISH SPIRITUALITY INC | |||||||
| PO BOX 4460 | NEW YORK | NY | 10185 | NONE | PC | GENERAL | $25,293 |
| ISRAAID | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PC | GENERAL | $10,126 |
| J STREET EDUCATION FUND INC | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | PC | GENERAL | $18,410 |
| JEWISH FEDERATION OF NORTH AMERICA | |||||||
| PO BOX 157 | NEW YORK | NY | 10268 | NONE | PC | GENERAL | $39,807 |
| JEWISH FEDERATION OF THE BERKSHIRES INC PITTSFIELD JEWISH | |||||||
| 196 SOUTH ST | PITTSFIELD | MA | 01201 | NONE | PC | GENERAL | $18,410 |
| LA JOLLA PLAYHOUSE | |||||||
| PO BOX 12039 | LA JOLLA | CA | 92039 | NONE | PC | GENERAL | $100,500 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $12,690 |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | NONE | PC | GENERAL | $18,410 |
| NEW YORK CHORAL SOCIETY | |||||||
| 119 WEST 57TH STREET SUITE 316 | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $7,705 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE SUITE 1500 | NEW YORK | NY | 10017 | NONE | PC | POLYPHONY EDUCATION | $10,199 |
| RAYMOND JAMES DONOR ADVISED FUND | |||||||
| 2811 PONCE DE LEON BLVD SUITE 800 | CORAL GABLES | FL | 33134 | NONE | PC | GENERAL | $370,718 |
| REPRODUCTIVE FREEDOM FOR ALL | |||||||
| 1725 I ST NW STE 900 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL | $19,947 |
| SAN DIEGO FOUNDATION | |||||||
| 2508 HISTORIC DECATUR RD STE 200 | SAN DIEGO | CA | 92039 | NONE | PC | GENERAL | $125,385 |
| SAN DIEGO FOUNDATION | |||||||
| 2508 HISTORIC DECATUR RD STE 200 | SAN DIEGO | CA | 92106 | NONE | PC | GENERAL | $69,670 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73560 | SAN CLEMENTE | CA | 92673 | NONE | PC | GENERAL | $20,138 |
| SUSTAINED LEADERS | |||||||
| 10533 VERNA TRAIL W | FORT WORTH | TX | 76108 | NONE | PC | GENERAL | $30,150 |
| THE CLEAR FUND | |||||||
| 1714 FRANKLIN STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL | $39,807 |
| T'RUAH | |||||||
| 266 W 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $18,410 |
| UJANY | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $30,364 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $18,297 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $12,647 |
| UPLIFT EDUCATION | |||||||
| 3000 PEGASUS PARK DRIVE BUILDING 2 | DALLAS | TX | 75247 | NONE | PC | GENERAL | $30,150 |
| VOLUNTEERS IN MEDICINE BERKSHIRES INC | |||||||
| 777 MAIN ST STE 4 | GT BARRINGTON | MA | 01230 | NONE | PC | GENERAL | $10,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,871,063 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $692 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $692 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $692 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,855 | Amt |
| Net Investment Income | $2,927 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,928 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE PERLMETER FAMILY FOUNDATION MERGED WITH THE FIELDCREST ASPIRATION FOUNDATION (EIN 93-3867289) AS OF 06/05/2024. SEE ATTACHED DOCUMENTATION AND FILINGS. ALL ASSETS OF THE PERLMETER FAMILY FOUNDATION WERE TRANSFERRED TO THE FIELDCREST ASPIRATION FOUNDATION, WHICH HAS THE SAME BOARD. IN ACCORDANCE WITH REV. RUL. 2002-28 AND SECTION 1.507-3; FIELDCREST ASPIRATION FOUNDATION IS TREATED AS POSSESSING THOSE ATTRIBUTES AND CHARACTERISTICS OF THE PERLMETER FAMILY FOUNDATION. THE FIELDCREST ASPIRATION FOUNDATION HAS MADE QUALIFYING DISTRIBUTIONS OF THE PERLMETER FAMILY FOUNDATION'S 2023 UNDISTRIBUTED INCOME BY DECEMBER 31, 2024. THE REMAINING 2024 UNDISTRIBUTED INCOME WILL BE DISTRIBUTED BT FIELDCREST ASPIRATION FOUNDATION BY DECEMBER 31, 2025.TOTAL UNDISTRIBUTED INCOME FROM 2023: $1,329,487TOTAL UNDISTRIBUTED INCOME FROM 2024: $917,462DISTRIBUTED IN 2024 BY FIELDCREST ASPIRATION FOUNDATION TO 501(C)(3) PUBLIC CHARITIES: $1,871,063REMAINING TO BE DISTRIBUTED IN 2025: $375,886 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY STOCK A SHARES | $26,798,140 | $46,983,480 |
| BERKSHIRE HATHAWAY STOCK B SHARES | $170,544 | $378,942 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKROCK LIQUID T FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $24,286 | BookValueAmt |
| EOYFMV | $24,286 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,451 | LegalFeesAmt |
| Net Investment Income | $4,226 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,225 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON STOCK CONTRIBUTIONS - VALUE AT TRANSFER DATE | $1,020,995 |
| TRANSFER OF ASSETS FROM DISSOLVED PERLMETER FAMILY FOUNDATION | $27,859,367 |
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