WILLIAM & MARY GREVE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & MARY GREVE FOUNDATION INC (EIN 13-6020724)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-09
- IRS object ID
- 202402839349100610
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-09T11:00:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK ROAD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117473146 | 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 | 136020724 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM AND MARY GREVE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9178811659 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 490 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY C M KISER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9178811659 | PhoneNum |
| Signature | 2024-10-01 | 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 | MARY ANN MENDEL | PreparerPersonNm |
| PTIN | P00551302 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2024-10-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,949,439 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $37,126 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,126 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $182,808 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,808 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,300,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,438,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,300,144 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$103,171 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$25,789 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,416,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,494,289 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $219,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $109,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $109,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $205,727 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $102,864 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $102,863 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $177,148 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $88,574 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $88,574 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $101,669 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $25,417 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $53,559 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,968 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $47,226 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,742 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $340,626 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,179 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $164,122 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,745 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,500 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,189 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,058 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,381 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,396 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,122 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,230,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $562,768 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $583,040 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,754,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,754,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,984,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $562,768 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,337,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$567,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,931,521 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,875 | CashBOYAmt |
| Cash EOY | $424,321 | CashEOYAmt |
| Cash EOYFMV | $424,321 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,245,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,777,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,777,311 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $199 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $602 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $602 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,236,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,719,233 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,719,233 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,360,374 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $863,973 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $863,973 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $298,307 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $151,504 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $150,548 | LandBOYAmt |
| Land EOY | $146,803 | LandEOYAmt |
| Land EOYFMV | $146,803 | LandEOYFMVAmt |
| Other Assets BOY | $60,696 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,196 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,196 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,185,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,949,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,949,439 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $66,180 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $62,730 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $92,570 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $97,159 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $158,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,889 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,027,026 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,789,550 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,027,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,789,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,185,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,949,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,027,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$567,607 | ExcessRevenueOverExpensesAmt |
| Other Increases | $330,131 | OtherIncreasesAmt |
| Subtotal | $16,789,550 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,789,550 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| US TRUST SELECT EQUITY - SHORT TERM | 2023-01-01 | 2023-12-31 | $127,154 | $178,653 | -$51,499 | -$51,499 | |
| US TRUST SELECT EQUITY - LONG TERM | 2022-01-01 | 2023-12-31 | $992,460 | $835,500 | $156,960 | $156,960 | |
| PROCEEDS FOR SECURITIES LITIGATION -US TRUST SELECT EQUITY | 2022-01-01 | 2023-12-31 | $964 | $964 | $964 | ||
| US TRUST SOLARIS MUTUAL - SHORT TERM | 2023-01-01 | 2023-12-31 | $4,118,186 | $1,054,394 | $3,063,792 | $3,063,792 | |
| SEG PARTNERS L.P. CAPITAL GAINS | 2023-01-01 | 2023-12-31 | $69,486 | -$69,486 | -$69,486 | ||
| SEG PARTNERS L.P. CAPITAL GAINS | 2022-01-01 | 2023-12-31 | $92,653 | $92,653 | $92,653 | ||
| CAPITAL GAINS DIVIDENDS | $106,760 | $106,760 | $106,760 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,300,144 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,748 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,748 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,600 | 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 | $53,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,852 | OverpaymentAmt |
| Applied To ES Tax | $12,852 | 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 |
| Org Report Or Register State | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY C M KISER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9178811659 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 490 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06058 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W KISER III | ||||||||
| 210 POPHAMS FORD RD | SPERRYVILLE | VA | 22740 | CHAIRMAN, DIRECTOR | 30.00 | $83,500 | $0 | $0 |
| ANTHONY CM KISER | ||||||||
| PO BOX 490 | NORFOLK | CT | 06058 | PRESIDENT, DIRECTOR | 30.00 | $135,500 | $30,000 | $0 |
| JENNIFER FRANKLIN | ||||||||
| C/O STB 425 LEXINGTON AVE | NEW YORK | NY | 10017 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMES MOTT CLARK JR | ||||||||
| PO BOX 490 | NORFOLK | CT | 06058 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA ROSENBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5153 LAKE CATALINA DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ADMINISTRA | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $205,727 | CompensationAmt |
| Employee Benefits | $30,000 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SELECT EQUITY GROUP | |||||
| 380 LAFAYETTE STREET SIXTH FL | NEW YORK | NY | 10003 | INVESTMENT MANAGEMENT | $101,226 |
| MARCUM LLP | |||||
| 730 3RD AVENUE 11TH FLOOR | NEW YORK | NY | 10017 | ACCOUNTING | $62,968 |
| 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 | $14,621,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,981,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,602,598 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,602,598 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,353,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $817,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $817,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,748 | TotalTaxAmt |
| Distributable Before Adj | $776,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $776,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $776,930 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,337,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,337,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $776,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $958,665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $529,940 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $739,955 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,178,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,700,015 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,106,736 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,337,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $776,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,560,145 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,666,881 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $958,665 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,708,216 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $529,940 | ExcessFromYear4Amt |
| Excess From Year3 | $739,955 | ExcessFromYear3Amt |
| Excess From Year2 | $2,178,161 | ExcessFromYear2Amt |
| Excess From Year1 | $2,700,015 | ExcessFromYear1Amt |
| Excess From Current Year | $2,560,145 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBERT E MARKS CHARITABLE TRUST | ||||||||
| 41 WINSLOW STREET | CAMBRIDGE | MA | 02138 | NONE | PF | IN SUPPORT OF GREVE GRANTEE AND ALLY RETREAT. | $22,000 | |
| AMERICAN AGORA FOUNDATION FBO LAPHAM'S QUARTERLY | ||||||||
| 27 UNION SQUARE WEST SUITE 302 | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF LAPHAM'S QUARTERLY. | $25,000 | |
| ARTS IGNITE FBO ARTS INSIDE OUT | ||||||||
| 300 WEST 55 STREET APT 17P | NEW YORK | NY | 10019 | NONE | PC | IN SUPPORT OF CULTIVATING COMMUNITY CREATIVITY CAPACITY AND COURAGE IN YOUNG PEOPLE THROUGH A RANGE OF ART AND MUSIC. | $15,000 | |
| BELLE MEADE EDUCATIONAL RESOURCES CENTER | ||||||||
| 353 FT VALLEY ROAD | SPERRYVILLE | VA | 22740 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $45,000 | |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES AKA BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 | |
| CECF INTERNATIONAL INC | ||||||||
| 9051 RED BRANCH ROAD SUITE N | COLUMBIA | MD | 21045 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $69,160 | |
| CENTER FOR RELIGION AND DIPLOMACY | ||||||||
| 1003 K STREET NW SUITE 400 | WASHINGTON | DC | 20001 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 | |
| CHORE SERVICE INC | ||||||||
| PO BOX 522 | LAKEVILLE | CT | 06039 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $1,000 | |
| CHURCH OF CHRIST CONGREGATIONAL | ||||||||
| 12 VILLAGE GREEN | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 | |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC | ||||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $15,000 | |
| COMMUNITY ACCESS TO THE ARTS INC | ||||||||
| 40 RAILROAD STREET SUITE 6 | GREAT BARRINGTON | MA | 01230 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 | |
| COMMUNITY OF ST EGIDIO USA FBO SANT EGIDIO FOUNDTN FOR PEACE & DIALOGUE | ||||||||
| 380 LENOX AVE 6H | NEW YORK | NY | 10027 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 | |
| CONNECTICUT SECTION PGA GOLF FOUNDATION INC | ||||||||
| 931 MAIN STREET CARRIAGE HOUSE | SOUTH GLASTONBURY | CT | 06073 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $500 | |
| DUKE UNIVERSITY FBO SCHOOL OF NURSING SCHOLARSHIP FUND | ||||||||
| 307 TRENT DRIVE DUMC3322 | DURHAM | NC | 27710 | NONE | PC | IN SUPPORT OF NURSING SCHOLARSHIP FUND. | $10,000 | |
| EASTERN MENNONITE BOARD OF MISSIONS AND CHARITIES INC FBO DOVE TALE PRODUC | ||||||||
| PO BOX 8617 | LANCASTER | PA | 176048617 | NONE | PC | IN SUPPORT OF EXPENSES RELATED TO MURID-MENNONITE CONFERENCE. | $4,050 | |
| FIDELITY CHARITABLE GIFT FUND-MARGOT KISER CHARITABLE TRUST | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 | |
| FILMMAKERS COLLABORATIVE INC FBO SMARTYPANTS PRODUCTION | ||||||||
| 6 EASTMAN PLACE SUITE 202 | MELROSE | MA | 02176 | NONE | PC | IN SUPPORT OF SMARTYPANTS PRODUCTIONS INC. | $100,000 | |
| FUND FOR THE CITY OF NEW YORK FBO WOMEN'S ISLAMIC INITIATIVE IN SPIRITUAL | ||||||||
| 121 6TH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $20,000 | |
| GLACIER-TWO MEDICINE ALLIANCE | ||||||||
| PO BOX 181 | EAST GLACIER PARK | MT | 594340181 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 | |
| GRAMERCY PARK BLOCK ASSOCIATION | ||||||||
| 34 GRAMERCY PARK E | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF NEIGHBORS HELPING NEIGHBORS PROGRAM. | $25,000 | |
| GREAT MOUNTAIN FOREST CORPORATION | ||||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | NONE | POF | IN SUPPORT OF INTERN PROGRAM ($50,000) AND GENERAL SUPPORT ($1,000). | $51,000 | |
| HEADWATERS RAPPAHANNOCK COUNTY PUBLIC EDUCATION FOUNDATION INC | ||||||||
| PO BOX 368 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF HEADWATERS HARVEST FESTIVAL. | $20,000 | |
| INSTITUTE FOR LEARNING ENGAGEMENT ADVOCACY & DIALOGUE | ||||||||
| 4912 TALBOT PLACE S UNIT H | RENTON | WA | 98055 | NONE | PC | EDUCATE AFGHANISTAN AND PAKISTANI RELIGIOUS LEADERS IN TOLERANCE, PEACE BUILDING, AND RECONCILIATION. | $39,700 | |
| ISLAMIC SOCIETY OF NORTH AMERICA | ||||||||
| PO BOX 38 | PLAINFIELD | IN | 46168 | NONE | PC | IN SUPPORT OF AFGHAN REFUGEES. | $250,000 | |
| KAIZEN ADAPTIVE TRAINING INC | ||||||||
| 529 VIRGINIA BEACH BLVD UNIT C | VIRGINIA BEACH | VA | 23454 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| KID PAN ALLEY | ||||||||
| PO BOX 38 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $40,000 | |
| LITTLE GUILD OF ST FRANCIS FOR THE WELFARE OF ANIMALS INC | ||||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNWALL | CT | 06796 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| LITTLE GUILD OF ST FRANCIS FOR THE WELFARE OF ANIMALS INC | ||||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNELL | CT | 06796 | NONE | PC | IN SUPPORT OF CAPITAL CAMPAIGN TO BUILD A NEW FACILITY. | $105,000 | |
| LIVE LIKE LOU SERVICES | ||||||||
| 101 WHITE GATE RD | PITTSBURGH | PA | 15238 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $1,000 | |
| MARINE CORPS SCHOLARSHIP FOUNDATION | ||||||||
| 909 N WASHINGTON ST SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | IN SUPPORT OF ESSAY CONTEST. | $36,000 | |
| MOUNT DESERT LAND AND GARDEN PRESERVE | ||||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | PC | IN SUPPORT OF GARDEN PROJECTS. | $25,000 | |
| NATIONAL COUNCIL ON US-ARAB RELATIONS | ||||||||
| 1730 M STREET NW SUITE 503 | WASHINGTON | DC | 20036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| NORFOLK COMMUNITY ASSOCIATION INC | ||||||||
| PO BOX 358 | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| NORFOLK FOUNDATION INC | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | NONE | POF | IN SUPPORT OF NORFOLK HUB. | $100,125 | |
| NORFOLK FOUNDATION INC FBO ARCANUM BUILDING | ||||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | NONE | POF | FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. | $50,000 | |
| NORFOLK HISTORICAL SOCIETY | ||||||||
| 13 VILLAGE GREEN | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| NORFOLK LIBRARY INC | ||||||||
| 9 GREENWOODS ROAD | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 | |
| NORFOLK NOW INC | ||||||||
| PO BOX 702 | NORFOLK | CT | 06058 | NONE | PC | ANNUAL APPEAL. | $5,000 | |
| NORFOLK VOLUNTEER FIRE DEPARTMENT | ||||||||
| 20 SHEPARD RD | NORFOLK | CT | 06058 | NONE | PC | IN SUPPORT OF EQUIPMENT NEEDS AND GENERAL OPERATIONS. | $127,500 | |
| PIEDMONT AREA SOAP BOX DERBY FOUNDATION | ||||||||
| PO BOX 82 | BRANDY STATION | VA | 22714 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 100233502 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| PROJECT SAGE INC - TRADE SECRETS | ||||||||
| PO BOX 717 | LAKEVILLE | CT | 06039 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT | ||||||||
| 116 EAST 16TH STREET 8/F | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF THE CONGRESSIONAL STAFF EDUCATIONAL PROJECT. | $60,000 | |
| RAPPAHANNOCK ANIMAL WELFARE LEAGUE | ||||||||
| PO BOX 396 | AMISSVILLE | VA | 20106 | NONE | PC | IN SUPPPORT OF GENERAL OPERATIONG EXPENSES. | $12,000 | |
| RAPPAHANNOCK ASSOCIATION FOR THE ARTS AND THE COMMUNITY INC | ||||||||
| PO BOX 24 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $34,500 | |
| RAPPAHANNOCK BENEVOLENT FUND | ||||||||
| PO BOX 133 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $15,000 | |
| RAPPAHANNOCK COUNTY LIONS CLUB FOUNDATION | ||||||||
| 702 LONG MOUNTAIN RD | WASHIGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| RAPPAHANNOCK HISTORICAL SOCIETY INC | ||||||||
| 328 GAY STREET PO BOX 261 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF PRESERVATION OF RAPPAHANNOCK COUNTY'S HERITAGE. | $30,000 | |
| RAPPU INC FBO RAPP CENTER FOR EDUCATION | ||||||||
| PO BOX 35 | SPERRYVILLE | VA | 22740 | NONE | PC | FOR GENERAL OPERATING SUPPORT OF RAPP CENTER FOR EDUCATION. | $22,500 | |
| RUMI FORUM INC | ||||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $65,500 | 500 |
| SAINT DAVID'S SCHOOL FBO HORIZONS | ||||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. | $20,000 | |
| SCENIC HUDSON INC | ||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. | $50,000 | |
| SECOND STAGE THEATRE | ||||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 | |
| SEEDS OF PEACE INC | ||||||||
| PO BOX 70372 | NEWARK | NJ | 071010096 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 | |
| SETON HALL UNIVERSITY FBO SCHOOL OF DIPLOMACY & INTERNATIONAL RELATIONS | ||||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | IN SUPPORT OF THE NATIONAL SECURITY FELLOWSHIP. | $30,000 | |
| SHARING SACRED SPACES INC | ||||||||
| 1044 NORTH STREET | GREENWICH | CT | 06831 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 | |
| SPERRYVILLE VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| 11871 LEE HWY PO BOX 233 | SPERRYVILLE | VA | 22740 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 | |
| SPERRYVILLE VOLUNTEER RESCUE SQUAD INC | ||||||||
| PO BOX 178 | SPERRYVILLE | VA | 22740 | NONE | PC | SUPPORT OF NEW EMERGENCY NON-TRANSPORT VEHICLE. | $25,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $1,000 | |
| TAKE THE FIELD INC | ||||||||
| PO BOX 490 | NORFOLK | CT | 06058 | NONE | PF | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 | |
| TEACHING MATTERS | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1600 | NEW YORK | NY | 10015 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $15,000 | |
| THE AUTHORS GUILD FOUNDATION INC | ||||||||
| 31 E 32ND STREET SUITE 901 | NEW YORK | NY | 10016 | NONE | SO-DP | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| THE FOUNDATION FOR NORFOLK LIVING INC | ||||||||
| PO BOX 2 | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 | |
| THE LAKEVILLE JOURNAL FOUNDATION | ||||||||
| PO BOX 1688 | LAKEVILLE | CT | 06039 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $100,000 | |
| THE URBAN ASSEMBLY INC | ||||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | NONE | PC | IN SUPPORT OF CAREER EDUCATION PROGRAM COSTS. | $100,000 | |
| TOWN OF NORFOLK FBO NORFOLK FARMERS MARKET | ||||||||
| 19 MAPLE AVENUE | NORFOLK | CT | 06058 | NONE | GOV | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| TOWN OF NORFOLK | ||||||||
| TOWN HALL 19 MAPLE AVENUE | NORFOLK | CT | 06058 | NONE | GOV | IN SUPPORT OF HELPING TO PROVIDE ASSISTANCE TO RESIDENTS IN FINANCIAL DISTRESS. | $10,000 | |
| TWO EAST SIXTY SECOND STREET FOUNDATION | ||||||||
| 2 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PC | IN SUPPORT OF GENERAL OPERATING EXPENSES OF THE KNICKERBOCKER CLUB. | $5,000 | |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| VIRGINIA TECH FOUNDATION INC | ||||||||
| 311 J GAY STREET PO BOX 119 | WASHINGTON | VA | 22747 | NONE | PC | IN SUPPORT OF THE JACKSON PIEDMONT BLUES FESTIVAL. | $20,000 | |
| WESLEY THEOLOGICAL SEMINARY OF THE METHODIST CHURCH | ||||||||
| 4500 MASSACHUSETTS AVE NW | WASHIGTON | DC | 20016 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| ONE WALKER DRIVE | WOODBERRY FOREST | VA | 22989 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $2,500 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208246 | NEW HAVEN | CT | 065208246 | NONE | PC | IN SUPPORT OF YALE SCHOOL OF MUSIC COMPLEX. | $500,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 545 | NORFOLK | CT | 06058 | NONE | PC | IN SUPPORT OF THE NORFOLK CHAMBER MUSIC FESTIVAL. | $9,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,754,035 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABDELKADER EDUCATION PROJECT | |||||||
| PO BOX 242 | ELKADER | IA | 52043 | NONE | PC | IN SUPPORT OF A PART-TIME EDUCATOR LEAD POSITION. | $35,000 |
| BARZINJI PRIZE FOUNDATION FBO CENTER FOR INNOVATIVE RELIGIOUS EDUCATION | |||||||
| 46843 WOODSTONE TERRACE | STERLING | VA | 20164 | NONE | PC | FURTHER DEVELOPMENT OF ONLINE EDUCATION PLATFORM TRAINING FOR TEACHERS WORLDWIDE. | $150,400 |
| BENNINGTON COLLEGE CORPORATION | |||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | IN SUPPORT OF COLLEGE-IN-PRISON PROGRAM. | $25,000 |
| BLACKBERRY RIVER VALLEY PROTECTION ALLIANCE INC | |||||||
| PO BOX 33 | EAST CANAAN | CT | 06024 | NONE | PC | IN SUPPORT OF ENVIRONMENTAL PROTECTION AND CONSERVATION IN NORTH CANAAN AND ADJACENT TOWNS IN THE BLACKBERRY RIVER WATERSHED AND ITS ENVIRONMENTS. | $25,000 |
| CHURCH OF CHRIST CONGREGATIONAL | |||||||
| 12 VILLAGE GREEN | NORFOLK | CT | 06058 | NONE | PC | $25,000 GENERAL OPERATING SUPPORT AND $25,000 COMMUNITY NEEDS. | $50,000 |
| FIDELITY CHARITABLE GIFT FUND-MARGOT KISER CHARITABLE TRUST | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. | $30,000 |
| FILMMAKERS COLLABORATIVE INC FBO SMARTYPANTS PRODUCTION | |||||||
| 6 EASTMAN PLACE SUITE 202 | MELROSE | MA | 02176 | NONE | PC | IN SUPPORT OF SMARTYPANTS PRODUCTIONS INC. | $100,000 |
| FRIENDS OF SEVA MANDIR INC | |||||||
| 200 METROPLEX DRIVE SUITE 300 | EDISON | NJ | 08817 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| GREAT MOUNTAIN FOREST CORPORATION | |||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | NONE | POF | FOR EXPANSION OF EDUCATIONAL PROGRAMS. | $150,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $10,000 |
| INSTITUTE FOR LEARNING ENGAGEMENT ADVOCACY AND DIALOGUE | |||||||
| 4912 TALBOT PLACE S UNIT H | RENTON | WA | 98055 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $88,500 |
| ISLAMIC SOCIETY OF NORTH AMERICA | |||||||
| PO BOX 38 | PLAINFIELD | IN | 46168 | NONE | PC | IN SUPPORT OF AFGHAN REFUGEES. | $500,000 |
| KAIZEN ADAPTIVE TRAINING INC | |||||||
| 529 VIRGINIA BEACH BLVD UNIT C | VIRGINIA BEACH | VA | 23454 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $20,000 |
| KID PAN ALLEY | |||||||
| PO BOX 38 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| LIONS CLUB OF NORFOLK CONNECTICUT FBO NORFOLK LIONS AMBULANCE | |||||||
| PO BOX 399 | NORFOLK | CT | 06058 | NONE | PC | IN SUPPORT OF PURCHASING A STRYKER POWER LOAD STRETCHER AND A NEW AMBULANCE. | $150,000 |
| MOUNT DESERT LAND AND GARDEN PRESERVE | |||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | PC | IN SUPPORT OF GARDEN PROJECTS. | $25,000 |
| NORFOLK FOUNDATION INC FBO ARCANUM BUILDING | |||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | NONE | POF | FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. | $340,000 |
| NORFOLK FOUNDATION INC | |||||||
| PO BOX 333 | NORFOLK | CT | 060580333 | NONE | POF | FOR GENERAL OPERATING SUPPORT. | $200,000 |
| NORFOLK LIBRARY INC | |||||||
| 9 GREENWOODS ROAD | NORFOLK | CT | 06058 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $5,000 |
| NORFOLK NOW INC | |||||||
| PO BOX 702 | NORFOLK | CT | 06058 | NONE | PC | ANNUAL APPEAL. | $5,000 |
| NORFOLK VOLUNTEER FIRE DEPARTMENT | |||||||
| 20 SHEPARD RD | NORFOLK | CT | 06058 | NONE | PC | IN SUPPORT OF SUPPLYING BLUE REFLECTIVE HOUSE NUMBERS TO NORFOLK CT HOMEOWNERS. | $10,000 |
| RAPP AT HOME INC | |||||||
| 567 MT SALEM AVE SUITE 2 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $50,000 |
| RAPPAHANNOCK BENEVOLENT FUND | |||||||
| PO BOX 133 | WASHINGTON | VA | 22747 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $15,000 |
| RAPPAHANNOCK COUNTY PUBLIC SCHOOLS | |||||||
| 12576 LEE HIGHWAY | WASHIGTON | VA | 22747 | NONE | GOV | IN SUPPORT OF THE "VIRGINIA PROFILE OF A GRADUATE" INITIATIVE. | $75,000 |
| SANT'EGIDIO FOUNDATION FOR PEACE AND DIALOGUE INC | |||||||
| 380 LENOX AVE 6H | NEW YORK | NY | 10027 | NONE | PF | IN SUPPORT OF GENERAL OPERATING EXPENSES. | $50,000 |
| SCENIC HUDSON INC | |||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | NONE | PC | IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. | $25,000 |
| SECOND STAGE THEATRE | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $15,000 |
| SHARING SACRED SPACES INC | |||||||
| 1044 NORTH STREET | GREENWICH | CT | 06831 | NONE | PC | IN SUPPORT OF "THE INTERRELIGIOUS COMMUNITY PROJECT". | $50,000 |
| SPERRYVILLE VOLUNTEER RESCUE SQUAD INC | |||||||
| PO BOX 178 | SPERRYVILLE | VA | 22740 | NONE | PC | SUPPORT OF NEW EMERGENCY NON-TRANSPORT VEHICLE. | $20,000 |
| SPRING STREET CLIMATE FUND INC | |||||||
| PO BOX 24685 | BROOKLYN | NY | 11202 | NONE | PC | FOR GENERAL OPERATING SUPPORT. | $25,000 |
| THE URBAN ASSEMBLY INC | |||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | NONE | PC | IN SUPPORT OF CAREER EDUCATION PROGRAM COSTS. | $200,000 |
| TOWN OF NORFOLK | |||||||
| TOWN HALL 19 MAPLE AVENUE | NORFOLK | CT | 06058 | NONE | GOV | IN SUPPORT OF PROVIDING ASSISTENCE TO RESIDENTS OF NORFOLK WHO ARE IN FINANCIAL DISTRESS AND NEED. | $35,000 |
| WILDERNESS SOCIETY | |||||||
| 1615 M ST NW | WASHINGTON | DC | 20036 | NONE | PC | IN SUPPORT OF PROTECTING NATIONAL MONUMENTS IN THE UNITED STATES, INCLUDING, WITHOUT LIMITATION, IN UTAH, COLORADO AND NEVADA. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,558,900 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,126 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,808 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,300,144 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| AG REALTY FUND VIII LP | 900099 | -$26,492 | 14 | $1,844 |
| AG REALTY FUND VIII LP | 900099 | -$19,682 | 14 | -$5,589 |
| SEG PARTNERS LP | 900099 | 14 | -$7,789 | |
| INVESTMENT ADJUSTMENTS | 900099 | 14 | $1,006 | |
| AG REALTY FUND VIII (PRIVATE REAL ESTATE) - NET 1231 GAIN (LOSS) | 900099 | -$31,208 | 18 | -$15,261 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$77,382 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,494,289 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,416,907 | 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 | AUDITING & TAX | CategoryTxt |
| Amt | $62,968 | Amt |
| Net Investment Income | $47,226 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,742 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (61 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | 2005-07-01 | $27,406 | $27,406 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2006-07-01 | $10,218 | $10,218 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2007-07-01 | $16,746 | $16,746 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2011-07-01 | $1,093 | $1,093 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2012-07-01 | $11,153 | $11,153 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2013-01-01 | $5,385 | $5,385 | SL | 5.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS & EQUIPMENT | 2014-12-31 | $9,523 | $9,523 | SL | 5.000000000000 | $0 | $0 | |
| ARTWORK | 1994-07-01 | $2,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1997-07-01 | $20,000 | NC | $0 | $0 | 0.000000000000 | ||
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | 1998-07-01 | $4,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $7,800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $7,298 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1999-07-01 | $2,000 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $2,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2000-07-01 | $4,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,775 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 1997-07-01 | $2,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $4,675 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2002-07-01 | $1,353 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $5,900 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,203 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2005-07-01 | $1,204 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,579 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,100 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $2,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $3,150 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,980 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $1,992 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2006-07-01 | $800 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,110 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,172 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $510 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $3,960 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,600 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $2,700 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $985 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2001-07-01 | $3,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $310 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,500 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $2,083 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2008-07-01 | $936 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2009-07-01 | $1,300 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $1,169 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2011-07-01 | $2,751 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $1,080 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2012-07-01 | $2,430 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $5,095 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2013-07-01 | $827 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $2,200 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2014-07-01 | $950 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2015-07-01 | $2,048 | NC | $0 | $0 | 0.000000000000 | ||
| ARTWORK | 2007-07-01 | $1,750 | NC | $0 | $0 | 0.000000000000 | ||
| OFFICE FURNISHINGS & EQUIPMENT | 2017-07-20 | $47,954 | $47,954 | SL | 5.000000000000 | $0 | $0 | |
| FURNITURE AND FIXTURES | 2018-07-01 | $13,746 | $12,371 | SL | 5.000000000000 | $1,375 | $0 | |
| ARTWORK | 2018-07-01 | $8,547 | NC | $0 | $0 | 0.000000000000 | ||
| COMPUTER EQUIPMENT | 2020-07-01 | $9,759 | $5,106 | SL | 5.000000000000 | $1,952 | $0 | |
| COMPUTER EQUIPMENT | 2021-07-01 | $2,092 | $803 | SL | 5.000000000000 | $418 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| TAKE THE FIELD INC | |||||||||
| PO BOX 490 | NORFOLK | CT | 06058 | 2022-02-04 | $25,000 | IN SUPPORT OF THE CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $25,000 | 8/4/23, 3/11/24 | TAKE THE FIELD INC. EXPENDED $25,000 FOR THE CHARITABLE AND EDUCATIONAL PROGRAM OF COORDINATING THE MAINTENANCE OF ATHLETIC FACILITIES AT PUBLIC SCHOOLS IN THE FIVE BOROUGHS OF NEW YORK CITY. |
| NORFOLK FOUNDATION INC FBO ARCANUM BUILDING | |||||||||
| PO BOX 333 | NORFOLK | CT | 06058 | 2022-04-26 | $100,000 | FOR RESTORATION OF ARCANUM HISTORICAL BUILDING. | $100,000 | 4/4/23, 9/20/24 | NORFOLK FOUNDATION EXPENDED $100,000 FOR THE RESTORATION OF ARCANUM HISTORICAL BUILDING. |
| ALBERT E MARKS CHARITABLE TRUST | |||||||||
| 41 WINSLOW STREET | CAMBRIDGE | MA | 02138 | 2022-11-03 | $145,000 | IN SUPPORT OF PROVIDING SOCIAL JUSTICE AND PEACE IN ISRAEL AND BETWEEN ISRAELIS & PALESTINIANS AS WELL AS JEWISH EDUCATION IN THE US. | $96,957 | 9/13/23, 5/18/24, 7/31/24 | ALBERT E. MARKS CHARITABLE TRUST EXPENDED $96,957 FOR OPERATIONS (ADMINISTRATION, SERVICES ACCOUNTING, TECHNOLOGY), TRAVEL (AIRFARE, GROUND TRAVEL, FOOD, ACCOMMODATIONS), MONETARY PRIZES FOR PROJECT COMPETITIONS, AND ORGANIZATION AND PROGRAM PARTNERSHIP FEES. |
| ALBERT E MARKS CHARITABLE TRUST | |||||||||
| 41 WINSLOW STREET | CAMBRIDGE | MA | 02138 | 2023-08-04 | $22,000 | IN SUPPORT OF GREVE GRANTEE AND ALLY RETREAT TO COLLABORATE ON PUBLIC PROGRAMS TO RAISE PUBLIC AWARENESS OF EMIR ABDELKADER. | $19,681 | 12/15/23, 5/18/24, 7/31/24 | ALBERT E. MARKS CHARITABLE TRUST EXPENDED $19,681 FOR GREVE RETREAT TRAVEL, FOOD, LODGING AND OPERATION EXPENSES. |
| TAKE THE FIELD INC | |||||||||
| PO BOX 490 | NORFOLK | CT | 06058 | 2023-09-05 | $25,000 | IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. | $4,255 | 8/5/24 | TAKE THE FIELD INC. EXPENDED $4,255 FOR THE CHARITABLE AND EDUCATIONAL PROGRAM OF COORDINATING THE MAINTENANCE OF ATHLETIC FACILITIES AT PUBLIC SCHOOLS IN THE FIVE BOROUGHS OF NEW YORK CITY. |
| GREAT MOUNTAIN FOREST CORPORATION | |||||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | 2023-06-02 | $50,000 | IN SUPPORT OF 2023 INTERN PROGRAM. | $50,000 | 11/1/23 | GREAT MOUNTAIN FOREST CORPORATION EXPENDED $50,000 FOR THE 2023 INTERN PROGRAM EXPENSES SUCH AS INTERN SALARIES, TRAINING, EQUIPMENT AND SUPPLIES, AND ANNIVERSARY INTERSHIP PROGRAM FILM PRODUCTION COSTS. |
| GREAT MOUNTAIN FOREST CORPORATION | |||||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | 2023-07-31 | $1,000 | GENERAL SUPPORT. | $1,000 | 11/1/23 | GREAT MOUNTAIN FOREST CORPORATION EXPENDED $1,000 FOR THE 2023 INTERN PROGRAM EXPENSES. |
| NORFOLK FOUNDATION INC | |||||||||
| PO BOX 333 | NORFOLK | CT | 06058 | 2023-10-03 | $100,125 | FOR GENERAL OPERATING SUPPORT TO HELP FUND THE NORFOLK HUB. | $100,125 | 2/29/24, 9/20/24 | NORFOLK FOUNDATION EXPENDED $100,125 TO FUND THE GENERAL OPERATING EXPENSES OF THE NORFOLK HUB SUCH AS PLANNING AND IMPLEMENTATION OF EVENTS, NETWORKING, MEETING AND DISCUSSIONS WITH DIFFERENT OFFICES SUCH AS STATE OF CONNECTICUT DEPARTMENT OF ECONOMIC, TOURISM, CT COUNCIL. |
| NORFOLK FOUNDATION INC FBO ARCANUM BUILDING | |||||||||
| PO BOX 333 | NORFOLK | CT | 06058 | 2023-04-04 | $50,000 | FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. | $50,000 | 2/28/24 | NORFOLK FOUNDATION EXPENDED $50,000 TO COMPLETE REPLACEMENT OF THE WESTERN SECTION OF THE ROAYL ARCANUM BUILDING ROOF. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST SELECT EQUITIES LP | $5,381,817 | $5,381,817 |
| US TRUST SOLARIS FUNDS | $7,337,416 | $7,337,416 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEG PARTNERS OFFSHORE LTD. | FMV | $595,017 | $595,017 |
| AG REALTY FUND VIII LP | FMV | $268,956 | $268,956 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (61 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNISHINGS & EQUIPMENT | $27,406 | $27,406 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $10,218 | $10,218 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $16,746 | $16,746 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $1,093 | $1,093 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $11,153 | $11,153 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $5,385 | $5,385 | $0 |
| OFFICE FURNISHINGS & EQUIPMENT | $9,523 | $9,523 | $0 |
| ARTWORK | $2,000 | $0 | $2,000 |
| ARTWORK | $20,000 | $0 | $20,000 |
| FULLY DEPRECIATED ASSETS TO TIE TO BOOKS | $4,500 | $0 | $4,500 |
| ARTWORK | $7,800 | $0 | $7,800 |
| ARTWORK | $7,298 | $0 | $7,298 |
| ARTWORK | $2,000 | $0 | $2,000 |
| ARTWORK | $4,900 | $0 | $4,900 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,300 | $0 | $2,300 |
| ARTWORK | $4,500 | $0 | $4,500 |
| ARTWORK | $1,775 | $0 | $1,775 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,500 | $0 | $2,500 |
| ARTWORK | $4,675 | $0 | $4,675 |
| ARTWORK | $1,353 | $0 | $1,353 |
| ARTWORK | $5,900 | $0 | $5,900 |
| ARTWORK | $1,203 | $0 | $1,203 |
| ARTWORK | $1,204 | $0 | $1,204 |
| ARTWORK | $2,579 | $0 | $2,579 |
| ARTWORK | $1,100 | $0 | $1,100 |
| ARTWORK | $2,960 | $0 | $2,960 |
| ARTWORK | $3,150 | $0 | $3,150 |
| ARTWORK | $1,980 | $0 | $1,980 |
| ARTWORK | $1,992 | $0 | $1,992 |
| ARTWORK | $800 | $0 | $800 |
| ARTWORK | $2,110 | $0 | $2,110 |
| ARTWORK | $1,172 | $0 | $1,172 |
| ARTWORK | $510 | $0 | $510 |
| ARTWORK | $3,960 | $0 | $3,960 |
| ARTWORK | $1,600 | $0 | $1,600 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,700 | $0 | $2,700 |
| ARTWORK | $985 | $0 | $985 |
| ARTWORK | $3,500 | $0 | $3,500 |
| ARTWORK | $310 | $0 | $310 |
| ARTWORK | $1,500 | $0 | $1,500 |
| ARTWORK | $2,083 | $0 | $2,083 |
| ARTWORK | $936 | $0 | $936 |
| ARTWORK | $1,300 | $0 | $1,300 |
| ARTWORK | $1,169 | $0 | $1,169 |
| ARTWORK | $2,751 | $0 | $2,751 |
| ARTWORK | $1,080 | $0 | $1,080 |
| ARTWORK | $2,430 | $0 | $2,430 |
| ARTWORK | $5,095 | $0 | $5,095 |
| ARTWORK | $827 | $0 | $827 |
| ARTWORK | $2,200 | $0 | $2,200 |
| ARTWORK | $950 | $0 | $950 |
| ARTWORK | $2,048 | $0 | $2,048 |
| ARTWORK | $1,750 | $0 | $1,750 |
| OFFICE FURNISHINGS & EQUIPMENT | $47,954 | $47,954 | $0 |
| FURNITURE AND FIXTURES | $13,746 | $13,746 | $0 |
| ARTWORK | $8,547 | $0 | $8,547 |
| COMPUTER EQUIPMENT | $9,759 | $7,058 | $2,701 |
| COMPUTER EQUIPMENT | $2,092 | $1,221 | $871 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $101,669 | LegalFeesAmt |
| Net Investment Income | $25,417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53,559 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $265 | $265 | $265 |
| PREPAID EXCISE AND BUSINESS TAXES | $60,431 | $16,931 | $16,931 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $695 | $0 | $695 |
| REIMBURSABLE CONSULTING EXPENSES | $288 | $72 | $216 |
| INSURANCE | $10,142 | $5,071 | $5,056 |
| OFFICE OPERATING EXPENSES | $16,506 | $8,253 | $1,405 |
| NYS FILING FEE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AG REALTY FUND VIII LP | -$24,648 | $1,844 | -$24,648 |
| AG REALTY FUND VIII LP | -$25,271 | -$5,589 | -$25,271 |
| SEG PARTNERS LP | -$7,789 | -$7,789 | -$7,789 |
| INVESTMENT ADJUSTMENTS | $1,006 | $1,006 | $1,006 |
| AG REALTY FUND VIII (PRIVATE REAL ESTATE) - NET 1231 GAIN (LOSS) | -$46,469 | -$15,261 | -$46,469 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $330,131 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX | Desc |
| BOY Book Value | $92,570 | BOYBookValueAmt |
| EOY Book Value | $97,159 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $188,274 | $18,827 | $164,122 |
| CUSTODY & REPORTING FEES | $9,354 | $9,354 | $0 |
| INVESTMENT MANAGEMENT | $142,998 | $142,998 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $41,325 | $0 | $0 |
| FOREIGN TAXES | $112 | $112 | $0 |
| DEFERRED TAX | $4,589 | $0 | $0 |