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CLERMONT FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CLERMONT FOUNDATION (EIN 04-6772671)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-30
IRS object ID
202401219349101880
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-30T14:59:09-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD STE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022102150ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046772671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLERMONT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLERBusinessNameControlTxt
Phone6175631900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO HOWARD COX 220 BOYLSTON ST 15AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD E COX JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6175631900PhoneNum
Signature2024-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastCOX JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK V GRAZIANOPreparerPersonNm
PTINP00218274PTIN
Phone6175305000PhoneNum
Preparation2024-03-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,943,931FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,783,410ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,614,650DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,614,650DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,363,153NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,760,028GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,363,153CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,761,213TotalRevAndExpnssAmt
Total Net Invst Incm$12,977,803TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$11,263CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$11,263CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$25,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$240,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$277,263TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,263TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,177,025ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,177,025ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,454,288TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,000TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,189,288TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,306,925ExcessRevenueOverExpensesAmt
Net Investment Income$12,952,803NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,598,619SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,806,231SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,806,231SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$105,000CorporateStockBOYAmt
Corporate Stock EOY$105,000CorporateStockEOYAmt
Corporate Stock EOYFMV$450,000CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,684,609CorporateBondsBOYAmt
Corporate Bonds EOY$3,100,334CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,687,700CorporateBondsEOYFMVAmt
Total Assets BOY$28,388,228TotalAssetsBOYAmt
Total Assets EOY$40,011,565TotalAssetsEOYAmt
Total Assets EOYFMV$39,943,931TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$28,388,228CapitalStockBOYAmt
Capital Stock EOY$40,011,565CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,388,228TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,011,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,388,228TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,011,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,388,228TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,306,925ExcessRevenueOverExpensesAmt
Other Increases$92,096OtherIncreasesAmt
Subtotal$46,787,249SubtotalAmt
Other Decreases$6,775,684OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$40,011,565TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmtAcquiredAcquiredDt
6,000 SHS STRYKER CORPORATIOND2023-06-05$1,667,987$1,667,987$1,667,987
17,000 SHS META PLATFORMS, INC.D2023-09-18$5,123,041$5,115,314$5,115,314$7,727
FIDELITYP2023-12-31$5,969,000$1,579,852$1,579,852$4,389,1482023-01-01
FieldValueIRS element (for citing)
Capital Gain Net Income$8,363,153CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$180,044InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$180,044SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$180,044TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$254,551EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$254,551TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$74,507OverpaymentAmt
Applied To ES Tax$74,507AppliedToESTaxAmt
Refund$0RefundAmt

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 BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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 BooksBROWN ADVISORY CORPIndividualWithBooksNm
Phone8572442202PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 HIGH STREET 27TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HOWARD E COX JR
220 BOYLSTON STREET 1510BOSTONMA02216TRUSTEE2.00$0$0$0
JULIE DOE
220 BOYLSTON STREET 1510BOSTONMA02216EXECUTIVE DIRECTOR2.00$11,263$0$0
WENDY BINGHAM
220 BOYLSTON STREET 1510BOSTONMA02216DIRECTOR OF PHILANTHROPY2.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,612,116AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,075,308AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,687,424TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,687,424AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$535,311CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,152,113NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,757,606MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,757,606MinimumInvestmentReturnAmt
Tax Based On Investment Income$180,044TaxBasedOnInvestmentIncomeAmt
Total Tax$180,044TotalTaxAmt
Distributable Before Adj$1,577,562DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,577,562DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,577,562DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,189,288ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,189,288QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,577,562DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,211,384ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,885,087ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,301,299ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$67,798ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$8,465,568TotalExcessDistributionCyovAmt
Qualifying Distributions$1,189,288QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,189,288AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$388,274ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$388,274ExcessDistributionCyovAppCYAmt
Total Corpus$8,077,294TotalCorpusAmt
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$1,823,110ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,254,184ExcessDistriCyovToNextYrAmt
Excess From Year4$2,885,087ExcessFromYear4Amt
Excess From Year3$3,301,299ExcessFromYear3Amt
Excess From Year2$67,798ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHOWARD E COX JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASPEN INSTITUTE
2300 N STREET SUITE 700WASHINGTONDC20037PCGENERAL OPERATING$102,500
BATH AND TENNIS CLUB HISTORIC FOUNDATION
1170 S OCEAN BLVDPALM BEACHFL33480PCGENERAL OPERATING$1,000
BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY
800 NORTHPOINT PKWY STE 204WEST PALM BEACHFL33407PCGENERAL OPERATING$15,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115PCGENERAL OPERATING$50,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING$50,000
BUSINESS EXECUTIVES FOR NATIONAL SECURITY
1030 15TH STREET NW SUITE 200 EASTWASHINGTONDC20005PCGENERAL OPERATING$50,000
CATHOLIC SCHOOLS FOUNDATION
67 BATTERYMARCH STREET 6TH FLOORBOSTONMA02110PCGENERAL OPERATING$10,000
COLLEGIATE SCHOOL
260 WEST 78TH STREETNEW YORKNY10024PCGENERAL OPERATING$2,000
COX SCIENCE CENTER AND AQUARIUM
4801 DREHER TRAIL NWEST PALM BEACHFL33405PCGENERAL OPERATING$50,000
CURE ALZHEIMERS FUND
34 WASHINGTON STREET SUITE 310WELLESLEY HILLSMA02481PCGENERAL OPERATING$25,000
EAST END HOSPICE
PO BOX 1048WESTHAMPTON BEACHNY11978PCGENERAL OPERATING$10,000
FLORIDA SHERIFFS ASSOCIATION
2617 MAHAN DRIVETALLAHASSEEFL32308PCGENERAL OPERATING$100
FRIENDS OF CLERMONT
87 CLERMONT AVENUEGERMANTOWNNY12526PCGENERAL OPERATING$1,000
FRIENDS OF WESTHAMPTON AMBULANCE
3 HAZELWOOD AVENUEWESTHAMPTON BEACHNY11978PCGENERAL OPERATING$500
GLADES ACADEMY FOUNDATION
1 N CLEMATIS ST STE 200WEST PALM BEACHFL33401PCGENERAL OPERATING$10,000
MIDDLE EAST CHILDREN INSTITUTE
1875 CONNECTICUT AVENUE NW 10THWASHINGTONDC20004PCGENERAL OPERATING$5,000FLOOR
MILITARY ORDER OF THE WORLD WARS
435 N LEE STREETALEXANDRIAVA22314PCGENERAL OPERATING$1,000
MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVENUEBOSTONMA02115PCGENERAL OPERATING$30,000
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024PCGENERAL OPERATING$10,850
NORTON MUSEUM OF ART
1451 S OLIVE AVENUEWEST PALM BEACHFL33401PCGENERAL OPERATING$60,000
PALM BEACH CIVIC ASSOCIATION
139 NORTH COUNTY RD SUITE 33PALM BEACHFL33480PCGENERAL OPERATING$5,000
PALM BEACH COUNTY COUNCIL OF FIREFIGHTERS AND PARAMEDICS
2328 S CONGRESS AVENUE SUITE 2CWEST PALM BEACHFL33406PCGENERAL OPERATING$100
PALM BEACH POLICE & FIRE FOUNDATION
139 NORTH COUNTY ROAD SUITE 26WEST PALM BEACHFL33407PCGENERAL OPERATING$5,000
PIONEER INSTITUTE
185 DEVONSHIRE STREET SUITE 1101BOSTONMA02110PCGENERAL OPERATING$1,000
PRINCETON UNIVERSITY
PO BOX 291PRINCETONNJ08544PCGENERAL OPERATING$63,050
QUOGUE JUNIOR THEATER TROUPE
BOX 427QUOGUENY11959PCGENERAL OPERATING$2,500
SOCIETY OF THE FOUR ARTS
FOUR ARTS PLAZAPALM BEACHFL33480PCGENERAL OPERATING$21,000
SOUTHAMPTON HOSPITAL FOUNDATION
240 MEETING HOUSE LANESOUTHAMPTONNY11968PCGENERAL OPERATING$100,000
ST ANDREW'S DUNE CHURCH
PO BOX 1245SOUTHAMPTONNY11968PCGENERAL OPERATING$5,125
ST CHRISTOPHER'S EPISCOPAL CHURCH
1063 HAVERHILL ROADWEST PALM BEACHFL33417PCGENERAL OPERATING$8,000
ST JOHNS CHURCH
PO BOX 5068SOUTHAMPTONNY11969PCGENERAL OPERATING$1,000
ST MARK'S EPISCOPAL CHURCH
40 MAIN STREETWESTHAMPTON BEACHNY11978PCGENERAL OPERATING$2,000
THE AVENUE CONCEPT
304 LOCKWOOD STREETPROVIDENCERI02907PCGENERAL OPERATING$20,000
THE CHURCH OF BETHESDA BY THE SEA
141 SOUTH COUNTY ROADPALM BEACHFL33480PCGENERAL OPERATING$15,000
THE JAMES C FERRER EDUCATION FUND
200 TUCKAHOE ROADSOUTHAMPTONNY11968PCGENERAL OPERATING$2,000
THE NATIONAL WWII MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130PCGENERAL OPERATING$2,500
THE ORDER OF ST JOHN
1850 M STREET SUITE 1070WASHINGTONDC20036PCGENERAL OPERATING$1,700
THE PRESERVATION FOUNDATION OF PALM BEACH
311 PERUVIAN AVENUEPALM BEACHFL33480PCGENERAL OPERATING$30,000
THE SOCIETY OF THE CINCINNATI
2118 MASSACHUSETTS AVENUE NWWASHINGTONDC20008PCGENERAL OPERATING$1,000
WESTHAMPTON BEACH HISTORICAL SOCIETY
PO BOX 686WESTHAMPTON BEACHNY11978PCGENERAL OPERATING$2,000
WOUNDED VETS RELIEF FUND
300 PROSPERITY FARMS ROAD SUITE FNORTH PALM BEACHFL33408PCGENERAL OPERATING$2,500
HISTORIC NEW ENGLAND
141 CAMBRIDGE STREETBOSTONMA02114PCGENERAL OPERATING$12,000
UNITED WAY
701 N FAIRFAX STREETALEXANDRIAVA22314PCGENERAL OPERATING$5,000
PALM BEACH ISLAND HOSPICE FOUNDATION
44 COCOANUT ROW SUITE M207BPALM BEACHFL33480PCGENERAL OPERATING$8,000
THE BOYS CLUB OF NY
91 FIFTH AVENUE 7TH FLOORNEW YORKNY10003PCGENERAL OPERATING$1,000
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401PCGENERAL OPERATING$5,000
CLEVELAND CLINIC FL
6801 BRECKSVILLE RD RK1-85INDEPENDENCEOH44131PCGENERAL OPERATING$10,000
SOCIETY FOR THE PRESERVATION OF THE GREAT AMERICAN SONGBOOK
6 EXECUTIVE DRIVE SUITE 109FARMINGTONCT06032PCGENERAL OPERATING$1,000
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 W 57TH STREET SUITE 904NEW YORKNY10019PCGENERAL OPERATING$10,000
VENETIAN HERITAGE
PO BOX 1358NEW YORKNY10150PCGENERAL OPERATING$20,000
VILLAGE IMPROVEMENT ASSOCIATION
PO BOX 2273SOUTHAMPTONNY11969PCGENERAL OPERATING$500
LYNCH SCHOLARSHIP ENDOWMENT
30 ROWES WHARF SUITE 600BOSTONMA02110PCGENERAL OPERATING$10,000
BASCOM PALMER EYE INSTITUTE
900 NW 17TH STREETMIAMIFL33136PCGENERAL OPERATING$100,000
TRUSTEES OF DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755PCGENERAL OPERATING$100,000
COUNTRY CLUB EMPLOYEE EDUCATION FUND
191 CLYDE STCHESTNUT HILLMA02467PCGENERAL OPERATING$1,000
HOPE FOR DEPRESSION RESEARCH
40 W 57TH STREET SUITE 1440NEW YORKNY100658029PCGENERAL OPERATING$5,000
CENTER FOR CREATIVE EDUCATION
2400 METROCENTRE BLVDWEST PALM BEACHFL33407PCGENERAL OPERATING$6,000
HISTORICAL SOCIETY OF PALM BEACH COUNTY
300 N DIXIE HWY SUITE 471 PO BOXWEST PALM BEACHFL33402PCGENERAL OPERATING$1,0004364
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006PCGENERAL OPERATING$5,000
USSGA MEMORIAL FUND
CO MGA 49 KNOLLWOOD RDELMSFORDNY10523PCGENERAL OPERATING$1,000
BULAMU HEALTHCARE INTERNATIONAL
1933 WAVERLY STREETPALO ALTOCA94301PCGENERAL OPERATING$5,000
PALM BEACH COUNTRY CLUB FOUNDATION
760 N OCEAN BLVDPALM BEACHFL33480PCGENERAL OPERATING$10,000
PROMISE FUND OF FL
211 VIA TORTUGAPALM BEACHFL33480PCGENERAL OPERATING$5,000
SHELIA MCBRIDE JAMES SCHOLARSHIP FUND
35 POTUNK LANEWESTHAMPTON BEACHNY11978PCGENERAL OPERATING$1,000
SUFFOLK COUNTY POLICE ATHLETIC LEAGUE
PO BOX 26YAPHANKNY11980PCGENERAL OPERATING$100
CITIZENS FOR NATIONAL SECURITY
3100 KRAMER LN APT 34AUSTINTX78758PCGENERAL OPERATING$5,000
ACADEMY FOR HEALTH & LIFESPAN RESEARCH
75 PARK PLZ SUITE 3BOSTONMA02116PCGENERAL OPERATING$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,177,025TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,614,650ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,363,154ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,977,804ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,977,804TotalIncomeProducingActyAmt

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 Line1HOWARD E COX JRBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1220 BOYLSTON STREET 1510AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02216ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,783,410TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
16,000 SHS STRYKER CORP$1,671,5102023-06-05
117,000 SHS META PLATFORMS INC$5,111,9002023-09-18

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNINE ENERGY SERVICE INCBondNm
EOY Book Value$3,100,334EOYBookValueAmt
EOYFMV$2,687,700EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMEDICAL INFORMATION TECHNOLOGYStockNm
EOY Book Value$105,000EOYBookValueAmt
EOYFMV$450,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCESS FMV OVER COST BASIS CONTRIBUTEDDesc
Amt$6,775,684Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEEDesc
Revenue And Expenses Per Books$1,000RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
OTHER BOOK VALUE RECONCILIATION$5,833
COMPENSATION PAID TO OFFICERS$11,263
TIMING DIFFERENCE OF GRANTS$75,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY MANAGEMENT FEESCategoryTxt
Amt$25,000Amt
Net Investment Income$25,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2023 FEDERAL QUARTERLY ESTIMATE PAYMENTCategoryTxt
Amt$240,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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