BETA

WILLINPHILA FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLINPHILA FOUNDATION (EIN 13-3933663)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-04-07
IRS object ID
202520979349100737
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-07T16:59:27-05:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133933663EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLINPHILA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone2122074707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 EAST 86TH STREET 15AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100281060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA MUSSERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2122074707PhoneNum
Signature2025-04-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHANK MURATOVICPreparerPersonNm
PTINP00783192PTIN
Phone2123721000PhoneNum
Preparation2025-04-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$721,304FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$45,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,316InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,316InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,010DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,010DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$207,338NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$245,585GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$207,338CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$258,664TotalRevAndExpnssAmt
Total Net Invst Incm$213,664TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,608AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,304AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,304AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$1,496InterestRevAndExpnssAmt
Interest Net Invst Incm$1,496InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$41TaxesRevAndExpnssAmt
Taxes Net Invst Incm$41TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$207OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,352TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,991TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,304TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,433ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,433ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$106,785TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,991TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,737TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$151,879ExcessRevenueOverExpensesAmt
Net Investment Income$209,673NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,618SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$24,328SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$24,328SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$107,703USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$101,859USGovtObligationsEOYFMVAmt
Corporate Stock BOY$156,377CorporateStockBOYAmt
Corporate Stock EOY$198,512CorporateStockEOYAmt
Corporate Stock EOYFMV$595,117CorporateStockEOYFMVAmt
Other Assets BOY$469OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$178,464TotalAssetsBOYAmt
Total Assets EOY$330,543TotalAssetsEOYAmt
Total Assets EOYFMV$721,304TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$178,464RetainedEarningBOYAmt
Retained Earning EOY$330,543RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$178,464TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$330,543TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$178,464TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$330,543TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$178,464TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$151,879ExcessRevenueOverExpensesAmt
Other Increases$200OtherIncreasesAmt
Subtotal$330,543SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$330,543TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$245,585GrossSalesPriceAmt
Cost Or Other Basis$38,247CostOrOtherBasisAmt
Gain Or Loss$207,338GainOrLossAmt
Gains Minus Excess Or Losses$207,338GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$207,338CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,914InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,914SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,914TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$892EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$892TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,022TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLINDA S MUSSERIndividualWithBooksNm
Phone2122074707PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line149 EAST 86TH STREET APT 15AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100281060ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM L MUSSER JR
49 EAST 86TH STREET APT 15ANEW YORKNY10028TRUSTEE1.00$0$0$0
LINDA S MUSSER
49 EAST 86TH STREET APT 15ANEW YORKNY10028TRUSTEE1.00$0$0$0
PHILIP ADRIAN MUSSER
1315 22ND STREET NWNEW YORKNY10028TRUSTEE1.00$0$0$0
LILA RUTH MUSSER
49 EAST 86TH STREET APT 15ANEW YORKNY10028TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$664,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,954AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$695,184TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$695,184AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$684,756NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,238MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,238MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,914TaxBasedOnInvestmentIncomeAmt
Total Tax$2,914TotalTaxAmt
Distributable Before Adj$31,324DistributableBeforeAdjAmt
Recoveries Qualfied Distri$200RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,524DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,524DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,737ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$102,737QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,524DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,893ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,818ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,081ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$111,344ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,211ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$234,347TotalExcessDistributionCyovAmt
Qualifying Distributions$102,737QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,524AppliedToCurrentYearAmt
Remaining Distri From Corpus$71,213RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$305,560TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$23,893ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$281,667ExcessDistriCyovToNextYrAmt
Excess From Year4$26,818ExcessFromYear4Amt
Excess From Year3$37,081ExcessFromYear3Amt
Excess From Year2$111,344ExcessFromYear2Amt
Excess From Year1$35,211ExcessFromYear1Amt
Excess From Current Year$71,213ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM L MUSSER JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN MUSEUM NATURAL HISTORY
200 CENTRAL PARK WNEW YORKNY10004PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
AUGUSTA FOOD SHARE
PO BOX 289AUGUSTAMT59410PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
AUGUSTA PUBLIC SCHOOL
410 BROADWAY STREETAUGUSTAMT59410GOVUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$12,500
BREARLEY SCHOOL
610 E 83RD STREETNEW YORKNY10028PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$3,500
CM RUSSELL MUSEUM
400 13TH STREET NGREAT FALLSMT59401PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$150
CENTRAL PARK CONSERVANCY
717 FIFTH AVENUENEW YORKNY10022PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,500
CHAMBER MUSIC SOCIETY LINCOLN CENTER
70 LINCOLN CENTER PLAZA 10TH FLOORNEW YORKNY10023PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$3,500
CHANCES FOR CHILDREN
20701 N SCOTTSDALE ROAD SUITESCOTTSDALEAZ85255PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,100107-423
CHOATE ROSEMARY HALL
333 CHRISTIAN STREETWALLINGFORDCT06492PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
CLIMATE REALITY
555 12TH STREET NW 350WASHINGTONDC20004PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$5,000
COALITION FOR HOMELESS
129 FULTON STREETNEW YORKNY10038PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$300
CONGENITAL ADRENAL HYPERPLASIA RESEARCH EDUCATION AND SUPPORT FOUNDATION
2414 MORRIS AVENUE SUITE 110UNIONNJ07083PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$300
CORNELL LAB OF ORNITHOLOGY
159 SAPSUCKER WOODS ROADITHACANY14850PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$240
DILLER QUAILE SCHOOL OF MUSIC
24 E 95TH STREETNEW YORKNY10128PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
FIRST PRESBYTERIAN CHURCH OF NEW CANAAN
178 OENOKE RIDGE ROADNEW CANAANCT06840PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$10,000
FISHERS ISLAND LIBRARY ASSOCIATION
PO BOX 366FISHERS ISLANDNY06390PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$750
FISHERS ISLAND NET
PO BOX 464FISHERS ISLANDNY06390PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$200
FRESH AIR FUND
633 THIRD AVENUE 14TH FLOORNEW YORKNY10017PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,150
HABITAT FOR HUMANITY
322 W LAMAR STREETAMERICUSGA31709PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$200
HENRY L FERGUSON MUSEUM
PO BOX 554FISHERS ISLANDNY06390PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
HOMEGROWN NATIONAL PARK
68 HARRISON AVENUE SUITE 605 PMBBOSTONMA02111PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,50014253
ISLAND HEALTH PROJECT
PO BOX 344FISHERS ISLANDNY06390PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$4,000
ISLAND PEOPLE'S PROJECT
PO BOX 523FISHERS ISLANDNY06390PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$200
KENYON COLLEGE
106 COLLEGE PARK DRIVEGAMBIEROH43022PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$10,000
LET'S WIN PANCREATIC CANCER
422 E 72ND STREET SUITE 9FNEW YORKNY10021PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
LIGHTHOUSE WORKS
2500 KUNZE AVENUEORLANDOFL32806PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,500
METROPOLITAN OPERA
30 LINCOLN CENTER PLAZANEW YORKNY10023PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
MONTANA LAND RELIANCE
401 N CALIFORNIA STREETHELENAMT59601SO IUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$5,250
MONTANA PUBLIC RADIO
32 CAMPUS DRIVEMISSOULAMT59812PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$250
MUSEUM OF MODERN ART
11 W 53 STREETNEW YORKNY10019PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$100
MUSICIANS ADVISORY FUND
178 COLUMBUS AVENUE PO BOX 230849NEW YORKNY10023PFUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,000
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$465
NEW YORK TIMES COMMUNITIES FUND
PO BOX 5193NEW YORKNY10087PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,500
PENNY'S FLIGHT FOUNDATION
63 FOREST AVENUELOCUST VALLEYNY11560PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
PHILLIPS ACADEMY
180 MAIN STREETANDOVERMA01810PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,778
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,000
THE BATTERY CONSERVANCY
90 BROAD STREET 15TH FLOORNEW YORKNY10004PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,000
TRUST FOR PUBLIC LAND
23 GEARY STREET SUITE 1000SAN FRANCISCOCA94108PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$5,000
WALSH PARK BENEVOLENT CORPORATION
PO BOX 684FISHERS ISLANDNY06390PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
WILD MONTANA
80 S WARREN STREETHELENAMT59601PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$10,000
WNET THIRTEEN
825 EIGHTH AVENUENEW YORKNY10019PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$250
YOUNG CONCERT ARTISTS
1776 BROADWAY SUITE 1500NEW YORKNY10019PCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,433TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,316ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,010ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$207,338ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$213,664ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$213,664TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDA S MUSSERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line149 EAST 86TH STREET APT 15AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd
FieldValueIRS element (for citing)
Total Contributions$45,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,608Amt
Net Investment Income$2,304NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,304DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUSICIANS ADVISORY FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1178 COLUMBUS AVENUE PO BOX 230849AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd
FieldValueIRS element (for citing)
Grant2024-11-07GrantDt
Grant$2,000GrantAmt
Purpose Of GrantTO ADVOCATE FOR EXTRAORDINARY ARTIST AND THEIR SPECIAL PROJECTSPurposeOfGrantTxt
Expended By Grantee$2,000ExpendedByGranteeAmt
Any Diversion By GranteeNO PART OF THE GRANT WAS USED FOR OTHER THAN CHARITABLE PURPOSESAnyDiversionByGranteeTxt
Dates Of Reports By GranteeREPORT RECEIVED 03/13/25DatesOfReportsByGranteeTxt
Verification2025-03-13VerificationDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A$3,761$42,238
ANALOG DEVICES INC COM$17,490$109,025
ARISTA NETWORKS INC$28,350$81,164
AXSOME THERAPEUTICS INC$56,644$98,220
DIGITAL TURBINE INC$4,986$2,160
MICROSOFT CORP$5,220$84,692
NVIDIA$49,545$138,250
OSISKO GOLD ROYALTIES$30,837$38,760
PAN AMERN SILVER CORP$1,679$608

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$107,703USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$101,859USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM BROKERDesc
BOY Book Value$469BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AMORTIZATION$57$0$0
BANK CHARGES$150$150$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR CHECK NOT CASHEDDesc
Amt$200Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$41Amt
Net Investment Income$41NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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