CONWAY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CONWAY FOUNDATION INC (EIN 13-3392387)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202421359349101412
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)
Return2024-05-14T09:48:39-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873707167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MARKS PANETH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 MANHATTANVILLE ROAD SUITE 402AddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133392387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONWAY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONWBusinessNameControlTxt
Phone9149539512PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1489AddressLine1Txt
CityQUOGUECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11959ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLISON C WORTHINGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9149539512PhoneNum
Signature2024-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALLISONPersonFirstNm
Person LastWORTHINGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELE LAZZARAPreparerPersonNm
PTINP00106188PTIN
Phone9145249000PhoneNum
Preparation2024-05-06PreparationDt

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$2,003,568FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,926ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$24InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,798DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,798DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$47,355NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$574,022GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,791CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$81,103TotalRevAndExpnssAmt
Total Net Invst Incm$76,613TotalNetInvstIncmAmt
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$4,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,700AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,350AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,845OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,845OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$43InterestRevAndExpnssAmt
Interest Net Invst Incm$43InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,941TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,591TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,350TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$116,941TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,591TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,838ExcessRevenueOverExpensesAmt
Net Investment Income$54,022NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,254CashBOYAmt
Cash EOY$44,855CashEOYAmt
Cash EOYFMV$44,855CashEOYFMVAmt
Other Investments BOY$1,128,895OtherInvestmentsBOYAmt
Other Investments EOY$1,072,456OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,958,713OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,153,149TotalAssetsBOYAmt
Total Assets EOY$1,117,311TotalAssetsEOYAmt
Total Assets EOYFMV$2,003,568TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,153,149NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,117,311NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,153,149TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,117,311TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,153,149TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,117,311TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,153,149TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,838ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,117,311SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,117,311TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2023-12-31$279,900$296,234-$16,334-$16,334
PUBLICLY TRADED SECURITIESP2023-12-31$275,102$211,507$63,595$63,595
PUBLICLY TRADED SECURITIESD2023-12-31$19,020$4,490$14,530$14,530
FieldValueIRS element (for citing)
Capital Gain Net Income$61,791CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$751InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$751SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$751TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,440EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,440TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,689OverpaymentAmt
Applied To ES Tax$1,689AppliedToESTaxAmt
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 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 BooksALLISON C WORTHINGTON PRESIDENTIndividualWithBooksNm
Phone9149539512PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1489AddressLine1Txt
CityQUOGUECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11959ZIPCd
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
ALLISON C WORTHINGTON
PO BOX 1489QUOGUENY11959PRESIDENT1.00$0$0$0
WILLIAM W GAY
37 STRUGIS ROADBRONXVILLENY10708DIRECTOR1.00$0$0$0
EDMUND B CAREY
70 PINE STREET APT 1401NEW YORKNY10005SECRETARY1.00$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$1,764,270AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,955AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,800,225TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,800,225AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,003CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,773,222NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,661MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,661MinimumInvestmentReturnAmt
Tax Based On Investment Income$751TaxBasedOnInvestmentIncomeAmt
Total Tax$751TotalTaxAmt
Distributable Before Adj$87,910DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$87,910DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$87,910DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,910DistributableAsAdjustedAmt
Undistributed Income PY$73,186UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$94,350QualifyingDistributionsAmt
Applied To Year1$73,186AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,164AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$66,746UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLACK RIVER GOOD NEIGHBOR SERVICES INC
37B MAIN STREETLUDLOWVT05149PCSUPPORT OPERATIONS$10,000
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY13346PCSUPPORT OPERATIONS$7,500
CROQUET FOUNDATION OF AMERICA
700 FLORIDA MANGO RDWEST PALM BEACHFL33406PCSUPPORT OPERATIONS$35,000
GREATER MEREDITH PROGRAM
PO BOX 1417MEREDITHNH03253PCSUPPORT OPERATIONS$1,000
HUNTS POINT ALLIANCE FOR CHILDREN
1231 LAFAYETTE AVENUEBRONXNY10474PCSUPPORT OPERATIONS$1,000
JOBS PARTNERSHIP
2250 LEE ROAD STE 201WINTER PARKFL32789PCSUPPORT OPERATIONS$2,000
LOST TREE FOUNDATION
8 CHURCH LANENORTH PALM BEACHFL33408PCSUPPORT OPERATIONS$7,500
MONTAUK COMMUNITY CHURCH
850 OLD MONTAUK HWYMONTAUKNY11954PCSUPPORT OPERATIONS$1,000
PACE UNIVERSITY
ONE PACE PLAZANEW YORKNY10038PCSUPPORT OPERATIONS$15,000
REBECCA BINDER MEMORIAL SCHOLARSHIP
633 3RD AVE 5TH FLNEW YORKNY10017PCSUPPORT OPERATIONS$1,000
SENIORS FIRST
5395 LB MCLEOD ROADORLANDOFL32811PCSUPPORT OPERATIONS$5,000
THE 122 EAST 66TH STREET FOUNDATION
122 EAST 66TH STREET FOUNDATIONNEW YORKNY10065PCSUPPORT OPERATIONS$5,000
THE CITY GARDENS CLUB
755 PARK AVENUENEW YORKNY10021PCSUPPORT OPERATIONS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,000TotalGrantOrContriPdDurYrAmt
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$24ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,798ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$47,355ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$62,177ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,177TotalIncomeProducingActyAmt

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 PersonALLISON WORTHINGTONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14 CHURCH LANE APT 143AddressLine1Txt
CityNORTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
Total Contributions$18,926TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property60SH INTUITIVE SURGICAL INCNoncashPropertyDesc
Fair Market Value$18,926FairMarketValueAmt
Received2023-12-11ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCBIZ MARKS PANETH LLCCategoryTxt
Amt$4,050Amt
Net Investment Income$2,700NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,350DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (41 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
212/55 SH ABBOTT LABSAT COST$5,404$6,054
73/106 SH ACCENTURE PLCAT COST$22,327$37,196
13 SH ADOBE SYSTEMS INCAT COST$3,271$7,756
0/241 ADVANCED MICRO DEVICES INCAT COST$23,559$35,526
1452/948 SH ALPHABET INCAT COST$54,244$132,426
1019/1032 SH AMAZON COMAT COST$91,568$156,802
127/151 SH AMERICAN TOWER CORPAT COST$26,335$32,598
135/124 SH AMERIPRISE FINANCIALAT COST$17,498$47,099
716/711 SH APPLE INCAT COST$79,945$136,889
355/264 SH APPLIED MATERIALS INCAT COST$26,634$42,786
0/25 ASML HLDG NV SPON ADRAT COST$16,321$18,923
907/744 SH BOSTON SCIENTIFIC CORPAT COST$30,748$43,011
0/18 BROADCOM INCAT COST$14,868$20,093
0/9 CHIPOTLE MEXICAN GRILL INCAT COST$17,677$20,583
65/63 SH COSTCO WHOLESALE CORPAT COST$17,412$41,585
157 SH DANAHER CORPAT COST$14,741$36,320
112/15 SH HOME DEPOT INCAT COST$3,001$5,198
168/93 SH HONEYWELL INTL INCAT COST$13,602$19,503
0/65 INTUITAT COST$27,906$40,627
146/114 SH INTUITIVE SURGICAL INCAT COST$23,453$38,459
92/99 SH LILLY ELI & COAT COST$33,877$57,709
85/67 SH LOWES COMPANIES INCAT COST$6,758$14,911
0/53 MASTERCARD INCAT COST$20,030$22,605
0/261 META PLATFORMS INCAT COST$79,469$92,383
790/744 SH MICROSOFT CORPAT COST$104,036$279,774
253 SH MONDELEZ INTL INCAT COST$10,579$18,325
153/169 SH NIKE INCAT COST$17,486$18,348
73/69 SH O REILLY AUTOMATIVE INCAT COST$19,702$65,555
147/135 SH PALO ALTO NETWORKS INCAT COST$21,299$39,809
98/87 SH PARKER HANNIFIN CORPAT COST$16,148$40,081
64 SH ROCKWELL AUTOMATION INCAT COST$11,215$19,871
46 SH S&P GLOBAL INCAT COST$14,869$20,264
224/163 SH SALESFORCE.COMAT COST$27,499$42,892
559/435 SCHLUMBERGER LTDAT COST$15,412$22,637
132 SH SHERWIN WILLIAMS COAT COST$23,707$41,171
88 SH THERMO FISHER SCIENTIFIC INCAT COST$19,167$46,709
620 SH TJX COS INCAT COST$28,905$58,162
79/22 SH UNION PACIFIC CORPAT COST$5,368$5,404
116/97 SH UNITEDHEALTH GROUP INCAT COST$24,632$51,068
0/52 VERALTO CORPAT COST$1,934$4,277
317/297 SH VISA INCAT COST$39,850$77,324

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS FINANCIAL SERVICESCategoryTxt
Amt$19,845Amt
Net Investment Income$19,845NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$3Amt
Net Investment Income$3NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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