TOPFIELD FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TOPFIELD FOUNDATION INC (EIN 46-1048017)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-10
- IRS object ID
- 202412849349100406
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-10T09:49:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 CAMPUS DRIVE SUITE 200 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | 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 | 461048017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOPFIELD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPF | BusinessNameControlTxt |
| Phone | 9142866370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7154 SANBORN ROAD | AddressLine1Txt |
| City | LOUDON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE CABOT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9142866370 | PhoneNum |
| Signature | 2024-10-03 | 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 | MAGDALENA CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 9732671400 | PhoneNum |
| Preparation | 2024-10-03 | 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 | $8,333 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,339,391 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,544 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,544 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,265,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,185,560 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,308,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,188,104 | 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 | $2,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,385 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,385 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $534 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,298,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,298,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,301,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,299,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,186,719 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $927 | CashBOYAmt |
| Cash EOY | $8,333 | CashEOYAmt |
| Cash EOYFMV | $8,333 | CashEOYFMVAmt |
| Total Assets BOY | $927 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,333 | 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 | $927 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,333 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $2,265,186 | GrossSalesPriceAmt |
| Cost Or Other Basis | $79,626 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,185,560 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,185,560 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,185,560 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,839 | 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 | $5,839 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,322 | EsPenaltyAmt |
| Tax Due | $25,878 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FOUNDATIONCENTER.ORG | WebsiteAddressTxt |
| Individual With Books | JESSICA GALLIGAN GOLDSMITH ESQ | IndividualWithBooksNm |
| Phone | 9142866370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH BROADWAY | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| F COLIN CABOT | ||||||||
| 7097 SANBORN ROAD | LOUDON | NH | 03307 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| ANNE P CABOT | ||||||||
| 7154 SANBORN ROAD | LOUDON | NH | 03307 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARGARET GORDON | ||||||||
| PO BOX 222 | COLD SPRING | NY | 10516 | SECRETARY | 1.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,427 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,427 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,395 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,299,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,299,939 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $675,182 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,610 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,236,951 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,085,385 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,126,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,299,939 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,299,939 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,426,417 | 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 | $675,182 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,751,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,610 | ExcessFromYear4Amt |
| Excess From Year3 | $4,236,951 | ExcessFromYear3Amt |
| Excess From Year2 | $2,085,385 | ExcessFromYear2Amt |
| Excess From Year1 | $66,350 | ExcessFromYear1Amt |
| Excess From Current Year | $2,299,939 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE P CABOT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 520 W 49TH STREET | NEW YORK | NY | 10019 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| BEDFORD | ||||||
| PO BOX 812 | BEDFORD HILLS | NY | 10507 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 |
| BREARLEY SCHOOL | ||||||
| 610 E 83RD ST | NEW YORK | NY | 10028 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $200 |
| CHATHAM HALL | ||||||
| 800 CHATHAM HALL | CHATHAM | VA | 24531 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $200 |
| CONSTITUTION MARSH AUDOBON CENTER | ||||||
| PO BOX 174 | COLD SPRING | NY | 10516 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| DESMOND FISH LIBRARY | ||||||
| 472 NY-403 | GARRISON | NY | 10524 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| HIGHLANDS CURRENT INC | ||||||
| 142 MAIN ST | COLD SPRING | NY | 10516 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $120 |
| HUDSON HIGHLANDS LAND TRUST | ||||||
| PO BOX 226 | GARRISON | NY | 10524 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| HUDSON HIGHLANDS NATURE MUSEUM | ||||||
| 120 MUSER DR | CORNWALL | NY | 12518 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| MERCK FOREST & FARMLAND CENTER | ||||||
| PO BOX 86 | RUPERT | VT | 05768 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $2,500 |
| NATURE CONSERVANCY | ||||||
| 322 8TH AVENUE 14TH FLOOR | NEW YORK | NY | 10001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| NEW YORK PRESBYTERIAN HUDSON VLLEY HOSPITAL | ||||||
| 1980 CROMPOND ROAD CORTLANDT MANOR | NEW YORK | NY | 10567 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| PARKS AND TRAILS NEW YORK INC | ||||||
| 29 ELK STREET - 2ND FLOOR | ALBANY | NY | 12207 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 |
| PLANNED PARENTHOOD HUDSON PECONIC INC | ||||||
| 570 TAXTER ROAD SUITE 250 | ELMSFORD | NY | 10523 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| PUTNAM HISTORY MUSEUM | ||||||
| 63 CHESTNUT ST | COLD SPRING | NY | 10516 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| SANBORN MILLS FARM | ||||||
| 7097 SANBORN RD | LOUDON | NH | 03307 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500,000 |
| SCENIC HUDSON | ||||||
| 1 CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000,000 |
| STONECROP GARDENS INC | ||||||
| STONECROP GARDENS | COLD SPRING | NY | 10516 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $20,000 |
| TANDANA FOUNDATION | ||||||
| 2933 LOWER BELLBROOK RD | SPRING VALLEY | OH | 45370 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| THE PALISADES PARKS CONSERVANCY | ||||||
| 2645 29TH STREET FLOOR 1 | ASTORIA | NY | 11102 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $750,000 |
| THE PHILIPSTOWN FOOD PANTRY | ||||||
| 10 ACADEMY STREET | COLD SPRING | NY | 10516 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 |
| UNITED WAY OF WESTCHESTER AND PUTNAM | ||||||
| 336 CENTRAL PARK AVE | WHITE PLAINS | NY | 10530 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,298,020 | 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 | $2,544 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$33,205 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$30,661 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$30,661 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ANNE P CABOT 2009 REVOC TRUST | |||||||
| 1 | 7154 SANBORN ROAD | LOUDON | NH | 03307 | $1,790,048 | Yes (X) | Yes (X) |
| ANNE P CABOT 2009 REVOC TRUST | |||||||
| 2 | 7154 SANBORN ROAD | LOUDON | NH | 03307 | $306,096 | Yes (X) | Yes (X) |
| ANNE P CABOT 2009 REVOC TRUST | |||||||
| 3 | 7154 SANBORN ROAD | LOUDON | NH | 03307 | $202,247 | Yes (X) | Yes (X) |
| ANNE P CABOT 2009 REVOC TRUST | |||||||
| 4 | 7154 SANBORN ROAD | LOUDON | NH | 03307 | $41,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 16900 SHARES OF MERCK & CO INC | $1,790,048 | 2023-03-30 |
| 2 | 2800 SHARES OF MERCK & CO INC | $306,096 | 2023-06-16 |
| 3 | 465 SHARES OF SPDR S&P 500 ETF TRUST | $202,247 | 2023-06-21 |
| 4 | CASH | $41,000 | 2023-08-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DA CAPO AL FINE | $2,580 | $1,290 | $1,290 |
| WESTROCK TAX & CONSULTING | $190 | $95 | $95 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CT CORP FEES | Desc |
| Revenue And Expenses Per Books | $534 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $534 | DisbursementsCharitablePrpsAmt |
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