ST GILES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ST GILES FOUNDATION (EIN 11-1630806)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-08-14
- IRS object ID
- 202432279349100908
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T11:14:46-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111630806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST GILES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STGI | BusinessNameControlTxt |
| Phone | 2123389001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MADISON AVENUE 734 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T ARKWRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123389001 | PhoneNum |
| Signature | 2024-08-07 | 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 | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,672,871 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,629 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,316 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,316 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $528,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $528,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $853,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,695,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $853,596 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,419,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,395,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,167 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,291 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,700 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,567 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,133 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,702 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,901 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,801 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,217 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,508 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $195,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $189,377 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,333 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $55,540 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,513 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $37,142 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,842 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,952 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $546,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $312,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $850,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,396,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,712,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,127,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,750 | CashBOYAmt |
| Cash EOY | $401,124 | CashEOYAmt |
| Cash EOYFMV | $401,124 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $535,957 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $535,957 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,129 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,347 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,347 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,144,915 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,443,710 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,028,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,028,403 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,109,817 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,635,693 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,635,693 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $60,639 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,347 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,347 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,177,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,672,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,672,871 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $40,370 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,266 | AccountsPayableEOYAmt |
| Grants Payable BOY | $550,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $598,859 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $506,901 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,189,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $550,167 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $33,988,722 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,122,704 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,988,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,122,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,177,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,672,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,988,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,111,244 | OtherIncreasesAmt |
| Subtotal | $38,122,704 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,122,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,695,468 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,841,872 | CostOrOtherBasisAmt |
| Gain Or Loss | $853,596 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $853,596 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $853,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,475 | 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 | $39,475 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,807 | OverpaymentAmt |
| Applied To ES Tax | $23,807 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STGILESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARY WHALEN ST GILES FOUNDATION | IndividualWithBooksNm |
| Phone | 2123389001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MADISON AVENUE SUITE 720 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD T ARKWRIGHT | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | PRESIDENT | 20.00 | $219,025 | $0 | $0 |
| HENRY A BRAUN | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | TREASURER | 1.00 | $11,500 | $0 | $0 |
| ROBERT B MACKAY | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | VICE PRESIDENT | 1.00 | $11,500 | $0 | $0 |
| JAMES HAMERSCHLAG | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | SECRETARY | 1.00 | $11,500 | $0 | $0 |
| JILL ARKWRIGHT HARVEY | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $11,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 5TH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $186,210 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $35,086,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,025,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,112,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,112,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $541,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,570,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,778,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,778,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,668 | TotalTaxAmt |
| Distributable Before Adj | $1,762,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,762,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,762,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,712,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,712,660 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,762,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,398,176 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,712,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,398,176 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $314,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,448,372 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLD SPRING HARBOR LABORATORY | |||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | TO FUND THE ST. GILES YOUNG INVESTIGATOR FUND FOR PEDIATRIC DISEASE | $600,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FUND THE ST. GILES RESEARCH FELLOWSHIP | $200,000 |
| PEDIATRIC ORTH SOC | |||||||
| 51 WEST 51ST STREET | NEW YORK | NY | 10019 | NONE | PC | FOR PRESENTATION TO THE AWARDS AS SELECTED BY THE SOCIETY AWARDS COMMITTEE | $40,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | PC | FOR RESEARCH IDENTIFYING MECHANISMS OF RESISTANCE AND SUSCEPTIBILITY IN RHABDOID TUMORS | $150,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 168TH STREET PH17-17201F | NEW YORK | NY | 10032 | NONE | PC | TO FUND AN OUTREACH PROGRAM THAT WILL CONDUCT RESEARCH FOR PEDIATRIC IMMUNOLOGICAL AND RARE DISEASES | $400,000 |
| CONGREGATION OF THE INFANT JESUS NSSP INC CHARITABLE TRUST | |||||||
| 984 N VILLAGE AVE | ROCKVILLE CENTRE | NY | 11570 | NONE | PC | CONGREGATION OF INFANT JESUS IN MEMORY OF JOSEPHINE ARKWRIGHT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,400,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,316 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $528,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $853,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,395,017 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,395,017 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BROOKLYN SOCIETY FOR PREVENTION OF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COURT SQUARE | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,629 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,650 | Amt |
| Net Investment Income | $17,217 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,508 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T ARKWRIGHT PRESIDENT | PersonNm |
| Short Explanation | RICHARD T. ARKWRIGHT, PRESIDENT RECEIVED TOTAL COMPENSATION DURING FISCAL 2024 IN THE AMOUNT OF $219,025, WHICH WAS COMPRISED OF $11,500 IN TRUSTEES FEES AND $207,525 IN DEFERRED COMPENSATION. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| QUEST DIAGNOSTICS INC. 4.25% - APRIL 1, 2024 | $300,000 | $300,000 |
| LOWES COS INC. 4.4% - SEPTEMBER 8, 2025 | $567,948 | $567,948 |
| STARBUCKS CORP. 3.8% - AUGUST 15, 2025 | $490,386 | $490,386 |
| AMERICAN EXPRESS CO. 4.9% - FEBRUARY 13, 2026 | $597,218 | $597,218 |
| JOHN DEERE CAP CORP. 4.8% - JANUARY 9, 2026 | $299,127 | $299,127 |
| UN PAC CORP. 3.25% - JANUARY 15, 2025 | $491,770 | $491,770 |
| ABBVIE INC. 3.85% - JUNE 15, 2024 | $547,860 | $547,860 |
| ORACLE CORP. 3.4% - JULY 8, 2024 | $298,075 | $298,075 |
| JPM CHASE BANK NA 5.11% - DECEMBER 8, 2026 | $551,579 | $551,579 |
| MORGAN STANLEY 4.0% - JULY 23, 2025 | $491,730 | $491,730 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIGN TECHNOLOGY INC. | $539,428 | $539,428 |
| PFIZER, INC. | $269,175 | $269,175 |
| LULULEMON ATHLETICA INC. | $1,095,773 | $1,095,773 |
| NIKE, INC. | $661,149 | $661,149 |
| MICROSOFT CORP. | $2,576,910 | $2,576,910 |
| JOHNSON & JOHNSON | $300,561 | $300,561 |
| CARMAX, INC. | $573,184 | $573,184 |
| GXO LOGISTICS INC. | $583,296 | $583,296 |
| REGIONS FINANCIAL CORP. | $712,204 | $712,204 |
| COLGATE-PALMOLIVE CO. | $432,240 | $432,240 |
| FORTINET, INC. | $1,561,567 | $1,561,567 |
| AIRBNB INC. | $1,098,634 | $1,098,634 |
| FISERV, INC. | $1,256,185 | $1,256,185 |
| ESTEE LAUDER COMPANIES | $745,315 | $745,315 |
| ECOLAB, INC. | $692,700 | $692,700 |
| DEXCOM INC. | $1,966,766 | $1,966,766 |
| COSTCO WHOLESALE CORP. | $2,051,363 | $2,051,363 |
| COCA-COLA COMPANY | $622,201 | $622,201 |
| INSULET CORP. | $342,800 | $342,800 |
| CME GROUP, INC. | $1,011,863 | $1,011,863 |
| CDW CORP. | $604,920 | $604,920 |
| APPLE, INC. | $2,152,074 | $2,152,074 |
| ALPHABET, INC. | $860,301 | $860,301 |
| PROGRESSIVE CORP. | $1,252,295 | $1,252,295 |
| EXXON MOBIL CORP. | $435,900 | $435,900 |
| STRYKER CORP. | $930,462 | $930,462 |
| TJX COMPANIES. | $560,853 | $560,853 |
| SHAKE SHACK INC. | $634,583 | $634,583 |
| WORKDAY, INC. | $1,511,035 | $1,511,035 |
| CROWDSTRIKE HOLDINGS INC. | $705,298 | $705,298 |
| MONGODB INC. | $286,912 | $286,912 |
| AMAZON.COM INC. | $431,108 | $431,108 |
| WALMART INC. | $676,913 | $676,913 |
| ZOETIS INC. | $338,420 | $338,420 |
| YETI HOLDINGS, INC. | $601,380 | $601,380 |
| PAYPAL HOLDINGS, INC. | $252,887 | $252,887 |
| VISA, INC. | $1,255,860 | $1,255,860 |
| TREX COMPANY INC. | $443,888 | $443,888 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INTEREST RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $64,347 | BookValueAmt |
| EOYFMV | $64,347 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $750 | LegalFeesAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $9,599 | $3,200 | $6,633 |
| OFFICE | $1,926 | $642 | $1,319 |
| DEFERRED COMPENSATION DISCOUNT AMORTIZATION | $55,831 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $4,111,244 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION | $369,859 | $217,901 |
| ACCRUED FEDERAL EXCISE TAX | $14,000 | $14,000 |
| DEFERRED TAX LIABILITY | $215,000 | $275,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $177,490 | $177,490 | $0 |
| CUSTODIAL FEES | $8,720 | $8,720 | $0 |
| PROFESSIONAL FEES - HR CONSULTANTS | $9,500 | $3,167 | $6,333 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEFERRED FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $60,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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