LOUIS & VIRGINIA CLEMENTE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS & VIRGINIA CLEMENTE FOUNDATION INC (EIN 51-0163549)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202501259349102425
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T17:04:14-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 FIELD PNT RD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510163549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS AND VIRGINIA CLEMENTE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATIONINC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEM | BusinessNameControlTxt |
| Phone | 2038627800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP 24 FIELD POINT ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN LEBIEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2038627800 | PhoneNum |
| Signature | 2025-05-05 | 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 | JENNIFER M PAGNILLO | PreparerPersonNm |
| PTIN | P01257675 | PTIN |
| Phone | 2038627800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,990,669 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $123,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,959 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $110,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,778 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,519 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,259 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,220 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $288,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $288,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $297,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $289,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$187,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $207,234 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,592 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $198,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $317,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $505,698 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,022,175 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,854,568 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,416,379 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,427,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,240,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,990,669 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,067,235 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,067,235 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$639,343 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$826,814 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,427,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,240,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,427,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,240,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,427,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$187,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,240,638 | SubtotalAmt |
| Other Decreases | $217 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,240,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| FIDELITY FLTG RATE HIGH INC FUND | 2024-11-07 | $7,087 | $7,200 | -$113 | -$113 | |
| FIDELITY FLTG RATE HIGH INC FUND | 2024-11-07 | $79,608 | $80,880 | -$1,272 | -$1,272 | |
| VANGUARD INTER TERM INV FUND | 2024-11-07 | $90,000 | $101,874 | -$11,874 | -$11,874 | 2019-07-26 |
| VANGUARD SHORT TERM INV FUND | 2024-11-07 | $31,000 | $31,684 | -$684 | -$684 | 2011-02-07 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,943 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,654 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,654 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | 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 | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $846 | OverpaymentAmt |
| Applied To ES Tax | $846 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN W YLITALO ESQ | IndividualWithBooksNm |
| Phone | 2038627800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP 24 FIELD POINT RD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY ELLEN LEBIEN | ||||||||
| 64 BURNING TREE ROAD | GREENWICH | CT | 06830 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MICHELE L MAXWELL | ||||||||
| 14901 SW SOPHIA LANE | TIGARD | OR | 97224 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| LAURENT C LEBIEN | ||||||||
| 124 HESPER AVENUE | METAIRIE | LA | 70005 | TREASURER | 0.75 | $0 | $0 | $0 |
| THOMAS E LEBIEN | ||||||||
| 14 HAWTHORNE AVENUE | GLEN RIDGE | NJ | 07028 | SECRETARY | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,773,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,882,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,882,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,794,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,654 | TotalTaxAmt |
| Distributable Before Adj | $288,052 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $288,052 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $288,052 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $289,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $289,759 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,052 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,165 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $289,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,165 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,594 | 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 | $57,458 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF EPISCOPAL DIOCESE OF JERUSALEM | |||||||
| 25 OLD KINGS HIGHWAY NORTH | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| AMERICAN RED CROSS - DISASTER RELIEF | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| AMERICAN RED CROSS (GREATER NY REGION) | |||||||
| 99 INDIAN FIELD ROAD | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| AT HOME IN GREENWICH INC | |||||||
| 139 EAST PUTNAM AVE STEE 220 | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| BARBARA'S HOUSE | |||||||
| 100 MELROSE AVE STE 100 | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| BELLA MENTE QUANTUM RACING ASSOCIATION | |||||||
| 333 SOUTH 7TH ST STE 3100 | MINNEAPOLIS | MN | 55402 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21740 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| FAIRFIELD COUNTY HOSPICE HOUSE | |||||||
| ONE DEN ROAD | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| FAMILY PROMISE OF TUALATIN VALLEY | |||||||
| 11460 SW PACIFIC HWY | TIGARD | OR | 97223 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| FOUNDATION FOR TIGARD TUALATIN SCHOOLS | |||||||
| 6960 SW SANDBURG ST | TIGARD | OR | 97223 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| FRENCH QUARTER FESTIVALS INC | |||||||
| 400 N PETERS ST 205 | NEW ORLEANS | LA | 70130 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| FRIENDS OF COS COB LIBRARY | |||||||
| 5 SINAWAOY ROAD | COS COB | CT | 06870 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| FRIENDS OF GLEN RIDGE LIBRARY | |||||||
| PO BOX 8115 | GLEN RIDGE | NJ | 07028 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| FRIENDS OF SEATON HACKNEY | |||||||
| 440 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| FRIENDS OF WWOZ | |||||||
| PO BOX 51840 | NEW ORLEANS | LA | 70151 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $9,000 |
| GLENVILLE VOLUNTEER FIRE COMPANY | |||||||
| 266 GLENVILLE ROAD | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| GREENWICH HISTORICAL SOCIETY | |||||||
| 47 STICKLAND ROAD | COS COB | CT | 06807 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $12,000 |
| GREENWICH UNITED WAY | |||||||
| 2 DEARFIELD DR STE 300 | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| JEFFERSON PERFORMING ARTS SOCIETY | |||||||
| 6400 AIRLINE DRIVE | METAIRIE | LA | 70003 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $3,000 |
| LONG ISLAND UNIVERSITY (COLLEGE OF PHARMACY AND HEALTH SCIENCES) | |||||||
| 75 DEKALB AVE | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| LUKE'S HOUSE CLINIC | |||||||
| 2222 SIMON BOLIVAR AVENUE | NEW ORLEANS | LA | 70113 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MAYO CLINIC FOR PARKINSON'S DISEASE RESEARCH | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| NATURE CONSERVANCY IN CONNECTICUT | |||||||
| 265 CHURCH ST FL 16 | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 248 EAST PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| OGDEN MUSEUM OF SOUTHERN ART | |||||||
| 925 CAMP ST | NEW ORLEANS | LA | 70130 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,000 |
| PACIFIC HOUSE | |||||||
| PO BOX 1252 | STAMFORD | CT | 06904 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| PORTLAND COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 19000 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| RIVER HOUSE ADULT DAY CENTER | |||||||
| 125 RIVER ROAD EXT | COS COB | CT | 06807 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| SAVE THE SOUND | |||||||
| 127 CHURCH ST 2ND FL | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| SEMINARY OF THE SOUTHWEST | |||||||
| 501 EAST 32ND ST | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| SHARING THE ARTS | |||||||
| PO BOX 43 | RIDGEWOOD | NJ | 074510043 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| UNIVERSITY OF NEW ORLEANS FOUNDATION | |||||||
| 2021 LAKESHORE DRIVE STE 420 | NEW ORLEANS | LA | 70122 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| UNIVERSITY OF TEXAS (COLLEGE OF EDUCATION) | |||||||
| 1912 SPEEDWAY STOP D5000 | AUSTIN | TX | 78712 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $288,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,959 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,943 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,016 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,016 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGION PLC | $50,000 | $63,228 |
| BIO-TECHNE CORP | $76,270 | $72,030 |
| CHEF'S WAREHOUSE INC | $13,913 | $24,660 |
| ELI LILLY | $58,300 | $77,200 |
| NVIDIA CORP | $118,778 | $268,580 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE & COX INTL STOCK FUND | AT COST | $364,102 | $471,855 |
| VANGUARD SHORT TERM INV FUND | AT COST | $660,129 | $641,470 |
| VANGUARD INTER TERM INV FUND | AT COST | $207,101 | $179,871 |
| ISHARES CORE S&P MID-CAP ETF | AT COST | $451,561 | $724,354 |
| VANGUARD SPEC DIV APP ETF | AT COST | $325,857 | $773,137 |
| VANGUARD CONSUMER STAPLES ETF | AT COST | $35,626 | $42,276 |
| VANGUARD INTL EQTY ETF | AT COST | $175,360 | $195,768 |
| VANGUARD LARGE-CAP ETF | AT COST | $634,832 | $2,387,648 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAY PITNEY LLP | CategoryTxt |
| Legal Fees | $3,778 | LegalFeesAmt |
| Net Investment Income | $2,519 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,259 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FOR BOOK/TAX DIFFERENCES | Desc |
| Amt | $217 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT OF LAW - FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $2,220 | $2,220 | $0 |
| 2024 ESTIMATED TAX | $2,500 | $0 | $0 |
| 2023 EXCISE TAX | $22 | $0 | $0 |
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