SBW FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SBW FOUNDATION (EIN 20-0703467)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349101605
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T07:08:32-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133923827 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moskowitz & Associates CPA's PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 Thoroughbred Drive | AddressLine1Txt |
| City | Saratoga Springs | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200703467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SBWF | BusinessNameControlTxt |
| Phone | 8603460902 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CHRISTINA WASCH-190 COLEMAN RD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA B WASCH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8603460902 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN MOSKOWITZ CPA | PreparerPersonNm |
| PTIN | P00166473 | PTIN |
| Phone | 9149545231 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,513,905 | 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 | $123 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $196,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,618 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $20,461 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,461 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $152,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,162 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,550 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,409 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $415 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $208 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,807 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,995 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,494 | CashBOYAmt |
| Cash EOY | $24,707 | CashEOYAmt |
| Cash EOYFMV | $24,707 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $455,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $458,194 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,489,198 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $479,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $482,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,513,905 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $479,238 | RetainedEarningBOYAmt |
| Retained Earning EOY | $482,901 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $479,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $482,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $479,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $482,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $479,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $539,926 | SubtotalAmt |
| Other Decreases | $57,025 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $482,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OPPENHEIMER SECURITIES TRANSACTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2024-07-01 | SoldDt |
| Gross Sales Price | $196,462 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $76,844 | CostOrOtherBasisAmt |
| Gain Or Loss | $119,618 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $119,618 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,618 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,002 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,002 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,001 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,001 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,001 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $1,994 | OverpaymentAmt |
| Applied To ES Tax | $1,994 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINA WASCH | IndividualWithBooksNm |
| Phone | 8603461570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 COLEMAN ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065475065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA WASCH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 COLEMAN ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,414,403 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,468,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,468,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,446,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,002 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,002 | TotalTaxAmt |
| Distributable Before Adj | $70,313 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,313 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,313 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,807 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $81,807 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,313 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $56,609 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,200 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,822 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,582 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $300,661 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,807 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $81,807 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $70,313 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $70,313 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $312,155 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $312,155 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,496 | ExcessFromYear4Amt |
| Excess From Year3 | $54,822 | ExcessFromYear3Amt |
| Excess From Year2 | $68,582 | ExcessFromYear2Amt |
| Excess From Year1 | $62,448 | ExcessFromYear1Amt |
| Excess From Current Year | $81,807 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINA WASCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 COLEMAN ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064575065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8603460902 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASU FOUNDATION | ||||||
| 300 E UNIVERSITY DR 2061 | TEMPE | AZ | 85281 | EXEMPT | TO SUPPORT EDUCATIONALPROGRAMS | $2,000 |
| ART FARM | ||||||
| 119 HIGHLAND AVE | MIDDLETOWN | CT | 06457 | EXEMPT | TO SUPPORTTHEATER PROGRAM | $500 |
| CHURCH OF THE HOLY TRINITY | ||||||
| 381 MAIN STREET | MIDDLETOWN | CT | 06457 | EXEMPT | FURTHER PURPOSE OF RELIGIOUS INSTITUTION | $18,100 |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | ||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 06457 | EXEMPT | TO SUPPORT SOCIAL ANDENVIRONMENTAL JUSTICE | $1,000 |
| CRISIS CONNECTIONS | ||||||
| PO BOX 19612 | SEATTLE | WA | 98109 | EXEMPT | TO SUPPORTSOCIAL PROGRAMS | $1,000 |
| CT PUBLIC BROADCASTING NETWORK | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | EXEMPT | FURTHER PURPOSE OF PUBLIC BROADCASTING | $500 |
| CT RIVER CONSERVANCY | ||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | EXEMPT | TO PRESERVE THECT RIVER AND ITS TRIBUTARIES | $3,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET FL16 | NEW YORK | NY | 10006 | EXEMPT | TO PROVIDE EMERGENCY MEDICAL CARE AROUNDTHE WORLD | $10,000 |
| FRIENDS OF LONG HILL ESTATE | ||||||
| 421 WADSWORTH STREET | MIDDLETOWN | CT | 06457 | EXEMPT | TO PRESERVE AN HISTORICAL MANSION | $10,000 |
| HOMEFRONT | ||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | EXEMPT | TO FUND HOMELESSNESSPREVENTION PROGRAMS | $1,000 |
| HUMANITY NOW | ||||||
| 2009 MONTROSE LANE | WILMINGTON | NC | 28405 | EXEMPT | TO FUND RELIEFPROGRAMS FOR REFUGEES | $2,000 |
| THE HUN SCHOOL OF PRINCETON | ||||||
| 176 EDGERSTOUNE ROAD | PRINCETON | NJ | 08540 | EXEMPT | TO FUND ACADEMICPROGRAMS | $3,000 |
| THE LUTHERAN COMMUNITY SERVICES NORTHWEST | ||||||
| 4040 S 188TH STREET SUITE 300 | SEATTLE | WA | 98188 | EXEMPT | TO SUPPORTCOMMUNITY OUTREACH SERVICES | $1,000 |
| MIDDLESEX MEMORIAL HOSPITAL | ||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | EXEMPT | FURTHER PURPOSE OF MEDICINE | $1,000 |
| MIT ALUMNI ASSOCIATION | ||||||
| 600 MEMORIAL SRIVE W98 | CAMBRIDGE | MA | 02139 | EXEMPT | TO SUPPORTACADEMIC PROGRAMS | $50 |
| MOLOKAI LAND TRUST | ||||||
| PO BOX 1884 | KAUNAKAKAI | HI | 96748 | EXEMPT | TO SUPPORT THE PRESERVATION OF MOLOKAI ECOSYSTEMS | $250 |
| MOSES WEITZMAN HEALTH SYSTEM INC | ||||||
| 19 GRAND STREET | MIDDLETOWN | CT | 06457 | EXEMPT | TO SUPPORT HEALTHCARE PROGRAMS | $500 |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | ||||||
| 615 2ND AVE STE 400 | SEATTLE | WA | 98104 | EXEMPT | TO SUPPORT THE RIGHTS OF IMMIGRANTS | $2,500 |
| HAMPSHIRE COLLEGE | ||||||
| 893 WEST ST | AMHERST | MA | 01002 | EXEMPT | TO SUPPORT EDUCATIONALPROGRAMS | $2,500 |
| JONAH CENTER | ||||||
| PO BOX 854 | MIDDLETOWN | CT | 06457 | EXEMPT | FURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY | $2,000 |
| MIDDLESEX LAND TRUST | ||||||
| 27 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | EXEMPT | FURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY | $2,000 |
| PRINCETON ACADEMY OF THE SACRED HEART | ||||||
| 1128 GREAT ROAD | PRINCETON | NJ | 08540 | EXEMPT | TO FUND EDUCATIONALPROGRAMS | $1,000 |
| PHILLIPS EXETER ACADEMY | ||||||
| 20 MAIN STREET | EXETER | NH | 03833 | EXEMPT | TO FUND STUDENTFINANCIAL AID PROGRAMS | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | EXEMPT | TO SUPPORT NON PROFITHEALTH CENTERS | $1,950 |
| ST VINCENT DE PAUL | ||||||
| 617 MAIN STREET PO BOX 398 | MIDDLETOWN | CT | 06457 | EXEMPT | TO SUPPORT PROGRAMS DELIVERINGFOOD TO THOSE IN NEED | $1,000 |
| TRANSITIONAL RESOURCES | ||||||
| 2970 SW AVALON WAY | SEATTLE | WA | 98126 | EXEMPT | TO SUPPORT MENTALHEALTH PROGRAMS | $3,000 |
| WHITE CENTER FOOD BANK | ||||||
| 10829 8TH AVE SW | SEATTLE | WA | 98146 | EXEMPT | TO SUPPORT HUNGERRELIEF PROGRAMS | $2,500 |
| WESLEYAN UNIVERSITY | ||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | EXEMPT | TO FUND FOODEDUCATIONAL PROGRAMS | $5,250 |
| WEST SEATTLE FOOD BANK | ||||||
| 3419 SW MORGAN ST | SEATTLE | WA | 98126 | EXEMPT | TO SUPPORT PROGRAMS PROVIDING FOODTO COMMUNITIES | $1,000 |
| WEST SIDE BABY | ||||||
| 10002 14TH AVE SW | SEATTLE | WA | 98146 | EXEMPT | TO PROVIDE ESSENTIALITEMS TO BABIES IN NEED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,960 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,618 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS THRU ENTITY | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,229 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $152,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,162 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOSKOWITZ & ASSOCIATES CPAS TAX & ACCOUNTING | CategoryTxt |
| Amt | $4,550 | Amt |
| Net Investment Income | $4,550 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | OPPENHEIMER SECURITIES TRANSACTIONS | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2024-07 | SoldDt |
| Gross Sales Price | $196,462 | GrossSalesPriceAmt |
| Basis | $76,844 | BasisAmt |
| Total Net | $119,618 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PORTFOLIO INVESTMENTS | StockNm |
| EOY Book Value | $458,194 | EOYBookValueAmt |
| EOYFMV | $1,489,198 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $57,025 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $415 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $207 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER GAIN FROM PASS THRU ENTITY | $20,229 | $20,229 |
| ROYALTIES, NET | $232 | $232 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OPPENHEIMER INV ADVISORY FEES | CategoryTxt |
| Amt | $3,409 | Amt |
| Net Investment Income | $3,409 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,500 | Amt |
Comments