HATHAWAY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HATHAWAY FAMILY FOUNDATION (EIN 22-3696161)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-24
- IRS object ID
- 202422689349100102
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-24T09:31:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221624206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALESARDI QUACKENBUSH SWIFT & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH DEAN STREET - SUITE 5 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223696161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HATHAWAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HATH | BusinessNameControlTxt |
| Phone | 8456779229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 889 TOWER HILL ROAD | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HATHAWAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8456779229 | PhoneNum |
| Signature | 2024-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID O'BRIEN | PreparerPersonNm |
| PTIN | P00430397 | PTIN |
| Phone | 2015674100 | 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 | $10,894,323 | 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 |
| Interest On Sav Rev And Expnss | $14,059 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,059 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $294,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $294,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $320,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,479,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $320,993 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $630,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $629,347 | 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 |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,371 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,371 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $442,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $442,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $454,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $447,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $175,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $621,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $643,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,478 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,531,247 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,158,643 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,791,845 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,174,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,261,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,894,323 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,174,800 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,261,121 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,174,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,261,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,174,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,261,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,174,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $175,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,350,161 | SubtotalAmt |
| Other Decreases | $89,040 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,261,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | P | $34,970 | $33,471 | $1,499 | $1,499 |
| GOLDMAN SACHS | P | $1,106,061 | $1,124,886 | -$18,825 | -$18,825 |
| GOLDMAN SACHS | P | $259,970 | $504 | $259,466 | $259,466 |
| CAPITAL GAINS DIVIDENDS | P | $78,853 | $78,853 | $78,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $320,993 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,341 | 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 | $7,341 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,301 | TaxDueAmt |
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 | 0 | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 8456779229 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 889 TOWER HILL ROAD | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY HATHAWAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 889 TOWER HILL ROAD | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $9,823,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,179,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,179,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,027,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $501,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $501,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,642 | TotalTaxAmt |
| Distributable Before Adj | $492,713 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $492,713 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $492,713 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $447,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $447,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $492,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $339,590 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $447,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $339,590 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,460 | 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 | $385,253 | 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AARP | |||||||
| 601 EAST STREET NW | WASHINGTON | DC | 20004 | PC | CHARITABLE | $500 | |
| AHPF | |||||||
| 477 MADISON AVENUE | NEW YORK | NY | 10022 | PC | CHARITABLE | $5,000 | |
| AHTF | |||||||
| 363 N LOOMIS STREET | SOUTHWICK | MA | 01077 | PC | CHARITABLE | $38,500 | |
| AIKEN LAND TRUST | |||||||
| PO BOX 3096 | AIKEN | SC | 29802 | PC | CHARITABLE | $3,500 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 60 E 42ND ST SUITE 2240 | NEW YORK | NY | 10165 | PC | CHARITABLE | $500 | |
| ANGELS OF LIGHT | |||||||
| PO BOX 345 | MILLBROOK | NY | 12545 | PC | CHARITABLE | $1,000 | |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PC | CHARITABLE | $5,000 | |
| ASPEN COUNTRY DAY SCHOOL | |||||||
| 85 COUNTRY DAY WAY | ASPEN | CO | 81611 | PC | CHARITABLE | $5,000 | |
| AUDOBON | |||||||
| 325 CONRWALL BRIDGE ROAD | SHARON | CT | 06069 | PC | CHARITABLE | $1,000 | |
| BALLET COLLECTIVE | |||||||
| 720 FORT WASHINGTON AVENUE | NEW YORK | NY | 10040 | PC | CHARITABLE | $1,000 | |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | |||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 01257 | PC | CHARITABLE | $16,000 | |
| CARY INSTITUTE | |||||||
| 2801 SHARON TURNPIKE | MILLBROOK | NY | 12545 | PC | CHARITABLE | $6,250 | |
| CHILDRENS PLACE | |||||||
| 500 PLAZA DRIVE | SECAUCUS | NJ | 07094 | PC | CHARITABLE | $10,000 | |
| CLEARWATER | |||||||
| 724 WOLCOTT AVENUE | BEACON | NY | 12508 | PC | CHARITABLE | $1,000 | |
| COLUMBIA GREENE HUMANE SOCIETY | |||||||
| 111 HUMANE SOCIETY ROAD | HUDSON | NY | 12534 | PC | CHARITABLE | $500 | |
| COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY | |||||||
| 25 VAN WAGNER ROAD | POUGHKEEPSIE | NY | 12603 | PC | CHARITABLE | $2,000 | |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA ST SUITE 400 | ITHICA | NY | 14850 | PC | CHARITABLE | $1,000 | |
| DC VOL FIRE | |||||||
| 3373 NY-82 | VERBANK | NY | 12585 | PC | CHARITABLE | $500 | |
| DETROIT HORSE POWER | |||||||
| 2720 FENKELL AVE NUMBER 38115 | DETROIT | MI | 48238 | PC | CHARITABLE | $500 | |
| DLC | |||||||
| 4289 NY-82 | MILLBROOK | NY | 12545 | PC | CHARITABLE | $35,000 | |
| DUTCHESS DAY SCHOOL | |||||||
| 415 ROUTE 343 | MILLBROOK | NY | 12545 | PC | CHARITABLE | $45,000 | |
| EQUINE ADVOCATES | |||||||
| PO BOX 354 | CHATHAM | NY | 120370035 | PC | CHARITABLECHARITABLECHARITABLE | $500 | |
| EQUINE LAND CONSERVATION | |||||||
| 4037 IRON WORKS PARKWAY SUITE 120 | LEXINGTON | KY | 40511 | PC | CHARITABLE | $1,000 | |
| EQUINE RESCUE OF AIKEN | |||||||
| PO BOX 295 | WALDEN | NY | 12586 | PC | CHARITABLE | $2,000 | |
| FOODBANK HUDSON VALLEY | |||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | PC | CHARITABLE | $1,000 | |
| FRIENDS OF THE ANIMAL SHELTER | |||||||
| THE DEBS CENTER 3 DAG HAMMARSKJOLD | NEW YORK | NY | 10017 | PC | CHARITABLE | $1,000 | PLAZA 8TH FLOOR |
| GRACE SMITH HOUSE | |||||||
| 1 BROOKSIDE AVENUE | POUGHKEEPSIE | NY | 12601 | PC | CHARITABLE | $1,000 | |
| GREAT OAK THERAPEUTIC RIDING CENTER | |||||||
| PO BOX 1288 | AIKEN | SC | 29802 | PC | CHARITABLE | $2,000 | |
| HARTLAND YOUTH SCHOLARS | |||||||
| 133 ALLEN PLACE | HARTFORD | CT | 06106 | PC | CHARITABLE | $5,000 | |
| HITCHCOCK WOODS FOUNDATION | |||||||
| PO BOX 1702 | AIKEN | SC | 29802 | PC | CHARITABLE | $26,700 | |
| HOOVED HUMANE SOCIETY | |||||||
| 10804 MCCONNELL ROAD | WOODSTOCK | IL | 60098 | PC | CHARITABLE | $500 | |
| HUDSONIA | |||||||
| PO BOX 5000 | ANNADALE | NY | 125045000 | PC | CHARITABLE | $500 | |
| INNISFREE | |||||||
| 362 TYRREL ROAD | MILLBROOK | NY | 12545 | PC | CHARITABLE | $1,000 | |
| JOYE IN AIKEN | |||||||
| PO BOX 5538 | AIKEN | SC | 29804 | PC | CHARITABLE | $1,000 | |
| LAND TRUST ALLIANCE | |||||||
| 1660 L ST NW SUITE 1100 | WASHINGTON | DC | 20036 | PC | CHARITABLE | $500 | |
| LEAGUE OF WOMEN VOTERS | |||||||
| 1233 20TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | CHARITABLE | $1,000 | |
| LUCKY ORPHANS HORSE RESCUE | |||||||
| PO BOX 334 | DOVER PLAINS | NY | 12522 | PC | CHARITABLE | $1,000 | |
| MEMORIAL SLOAN-KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | CHARITABLE | $1,000 | |
| MILLBROOK COMMUNITY PARTNERSHIP | |||||||
| 425 WESTCHESTER AVENUE | BRONX | NY | 10455 | PC | CHARITABLE | $100,000 | |
| MILLBROOK FIRE | |||||||
| 20 FRONT STREET | MILLBROOK | NY | 12545 | PC | CHARITABLE | $1,000 | |
| MILLBROOK LIBRARY | |||||||
| 3 FRIENDLY LANE | MILLBROOK | NY | 12545 | PC | CHARITABLE | $500 | |
| MILLBROOK SCHOOL | |||||||
| 131 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | PC | CHARITABLE | $5,000 | |
| NATIONAL TRUST HISTORICAL PRESERVATION | |||||||
| 199 ELM STREET | NEW CANAAN | CT | 06840 | PC | CHARITABLE | $500 | |
| NORTHEAST COMMUNITY CENTER | |||||||
| 51 S CENTER STREET | MILLERTON | NY | 12546 | PC | CHARITABLE | $6,000 | |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET | WASHINGTON | DC | 20036 | PC | CHARITABLE | $1,000 | |
| ONE STORY | |||||||
| 232 3RD STREET | BROOKLYN | NY | 11215 | PC | CHARITABLE | $500 | |
| PANTHERA | |||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | PC | CHARITABLE | $2,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PC | CHARITABLE | $2,000 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | CHARITABLE | $5,000 | |
| PLAY FOR PINK | |||||||
| 28 WEST 44TH STREET | NEW YORK | NY | 10036 | PC | CHARITABLE | $1,200 | |
| PRESERVATION LEAGUE OF NY | |||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 12206 | PC | CHARITABLE | $500 | |
| SHARON AUDUBON CENTER | |||||||
| 325 CORNWALL BRIDGE ROAD | SHARON | CT | 06069 | PC | CHARITABLE | $550 | |
| SHARON PLAYHOUSE | |||||||
| 49 AMENIA ROAD | SHARON | CT | 06069 | PC | CHARITABLE | $500 | |
| SPCA ALBRECHT CENTER | |||||||
| 199 WILLOW RUN ROAD | AIKEN | SC | 29801 | PC | CHARITABLE | $1,000 | |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | PC | CHARITABLE | $500 | |
| THE STISSING CENTER | |||||||
| 2950 CHURCH STREET | PINE PLAINS | NY | 12567 | PC | CHARITABLE | $500 | |
| TRUST FOR PUBLIC LAND | |||||||
| 666 BROADWAY | NEW YORK | NY | 10012 | PC | CHARITABLE | $500 | |
| UNITED STATES EQUISTRIAN TEAM | |||||||
| 1 SCHOOL HOUSE LANE | GLADSTONE | NJ | 07934 | PC | CHARITABLE | $5,000 | |
| UNIVERSITY OF VERMONT | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | PC | CHARITABLE | $1,000 | |
| WCSU | |||||||
| 181 WHITE STREET | DANBURY | CT | 06810 | PC | CHARITABLE | $1,000 | |
| WEATHERSFIELD FOUNDATION | |||||||
| 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | PC | CHARITABLE | $27,600 | |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PC | CHARITABLE | $10,000 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET | WASHINGTON | DC | 20090 | PC | CHARITABLE | $3,000 | |
| YALE | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | PC | CHARITABLE | $2,000 | |
| SMITH COLLEGE | |||||||
| 10 ELM STREET | NORTHAMPTON | MA | 01063 | PC | CHARITABLE | $500 | |
| MILLBROOK HORSE TRIALS | |||||||
| PO BOX 893 | MILLBROOK | NY | 12545 | PC | CHARITABLE | $10,000 | |
| CENTER FOR THE PREVENTION OF CHILD ABUSE | |||||||
| 35 VAN WAGNER RD | ARLINGTON | NY | 12603 | PC | CHARITABLE | $1,000 | |
| MAUI HUMANE SOCIETY | |||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | PC | CHARITABLE | $1,000 | |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | CHARITABLE | $2,000 | |
| CITY SQUASH | |||||||
| 602 E 187TH ST 204 | BRONX | NY | 10458 | PC | CHARITABLE | $10,000 | |
| EQUINE VOICES | |||||||
| 1540 W DOVE WAY | AMADO | AZ | 85645 | PC | CHARITABLE | $500 | |
| THOROUGHBRED RETIREMENT | |||||||
| 112 SPRING STREET SUITE 109 | SARATOGA SPRINGS | NY | 12866 | PC | CHARITABLE | $5,000 | |
| LABS 4 RESCUE | |||||||
| PO BOX 955 | KILLINGWORTH | CT | 06419 | PC | CHARITABLE | $500 | |
| ENVIRONMENTAL NATURE CONSERVANCY | |||||||
| 1601 EAST 16TH STREET | NEWPORT BEACH | CA | 92663 | PC | CHARITABLE | $3,000 | |
| FRIENDS OF WRITERS | |||||||
| PO BOX 677 | MONTPELIER | VT | 05602 | PC | CHARITABLE | $1,000 | |
| MILLBROOK EARLY CHILDHOOD EDUCATION CENTER | |||||||
| 30 MAPLE AVENUE | MILLBROOK | NY | 12545 | PC | CHARITABLE | $2,000 | |
| KIPP | |||||||
| DEPT LA 24579 | PASADENA | CA | 91185 | PC | CHARITABLE | $1,000 | |
| STONEWOOD FARM | |||||||
| 110 BANGALL RD | MILLBROOK | NY | 12545 | PC | CHARITABLE | $500 | |
| ANIMAL KIND | |||||||
| 365 7TH AVE | BROOKLYN | NY | 11215 | PC | CHARITABLE | $500 | |
| ALLANDALE FARM | |||||||
| 259 ALLANDALE RD | BROOKLINE | MA | 02467 | PC | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $442,800 | 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 | $14,059 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $294,980 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $320,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $630,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $630,032 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $4,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,158,643 | BookValueAmt |
| EOYFMV | $10,791,845 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING ACTIVITY | Desc |
| Amt | $89,040 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,358 | $3,358 | $0 |
| TRANSACTION FEES | $13 | $13 | $0 |