NORMANDIE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORMANDIE FOUNDATION INC (EIN 13-6213564)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202413129349100921
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T10:25:24-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133274471 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABACUS & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 E 48TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 136213564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMANDIE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 2122309800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO NORMAN FOUNDATION 147 E 48TH S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL NORMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122309800 | PhoneNum |
| Signature | 2024-11-06 | 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 | ELAINE CHEUNG | PreparerPersonNm |
| PTIN | P00762660 | PTIN |
| Phone | 2122309800 | PhoneNum |
| 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 | $15,972,539 | 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 | $300,847 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $323,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $515,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $493,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $515,297 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $111,319 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $111,319 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,250,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $949,993 | 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 |
| Interest Rev And Expnss | $7,116 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,116 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,022 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $178,290 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $160,080 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,058 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $195,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,218 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,058 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $588,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $588,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $784,033 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,218 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $606,308 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $466,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $781,775 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $302,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $743,308 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $743,308 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $823,798 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $604,679 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $611,293 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $712,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $642,093 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,165,300 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,014,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,194,624 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,452,638 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $20,800 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,873,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,184,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,972,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,873,552 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,184,704 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,873,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,184,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,873,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,184,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,873,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $466,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,340,359 | SubtotalAmt |
| Other Decreases | $155,655 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,184,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 815 SHRS MICROSOFT CORP. | P | 2003-07-28 | 2023-01-31 | $199,662 | $21,996 | $177,666 | $177,666 |
| 180 SHRS THERMO FISHER SCIENTIFIC INC. | P | 2005-10-14 | 2023-01-31 | $101,349 | $5,379 | $95,970 | $95,970 |
| 555 SHRS VMWARE INC. | P | 2022-03-16 | 2023-10-02 | $92,551 | $62,003 | $30,548 | $30,548 |
| SALE OF ARTWORK | P | 2004-08-07 | 2023-08-30 | $16,950 | $18,259 | -$1,309 | -$1,309 |
| SALE OF ARTWORK | P | 2004-08-07 | 2023-10-26 | $15,725 | $17,871 | -$2,146 | -$2,146 |
| SALE OF ARTWORK | P | 2004-08-07 | 2023-12-22 | $380 | $40 | $340 | $340 |
| FROM K-1 SUCABA CRUT LLC | P | 2023-01-01 | 2023-12-31 | -$18,026 | -$18,026 | ||
| FROM K-1 SUCABA CRUT LLC | P | 2023-01-01 | 2023-12-31 | $136,039 | $136,039 | ||
| FROM K-1 CRT INCOME LLC | P | 2023-01-01 | 2023-12-31 | -$20 | -$20 | ||
| FROM K-1 CRT INCOME LLC | P | 2023-01-01 | 2023-12-31 | -$27,779 | -$27,779 | ||
| FROM K-1 CRT STOCKS LLC | P | 2023-01-01 | 2023-12-31 | -$12,617 | -$12,617 | ||
| FROM K-1 CRT STOCKS LLC | P | 2023-01-01 | 2023-12-31 | $69,443 | $69,443 | ||
| CAPITAL GAINS DIVIDENDS | P | $67,188 | $67,188 | $67,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $515,297 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,867 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,369 | 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 | $13,369 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,502 | OverpaymentAmt |
| Applied To ES Tax | $2,502 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NORMAN FOUNDATION INC | IndividualWithBooksNm |
| Phone | 2122309800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 E 48TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL NORMAN | ||||||||
| C/O NORMAN FDN 147 E 48TH ST | NEW YORK | NY | 10017 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARGARET NORMAN | ||||||||
| C/O NORMAN FDN 147 E 48TH ST | NEW YORK | NY | 10017 | SECRETARY AND TREASURER | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,274,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,092,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,985,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,353,501 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,353,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $230,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,123,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $756,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $756,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,867 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,563 | IncomeTaxAmt |
| Total Tax | $19,430 | TotalTaxAmt |
| Distributable Before Adj | $736,730 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $736,730 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $736,730 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $606,308 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $606,308 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $736,730 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $585,465 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $606,308 | QualifyingDistributionsAmt |
| Applied To Year1 | $585,465 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $715,887 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ABIGAIL NORMAN CO NORMAN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 E 48TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122309800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM DESCRIBING PROPOSALS IS ACCEPTABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT ORGANIZATIONS EXEMPT MUST BE LISTED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL | |||||||
| 311 W 43RD ST 7TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | HUMAN RIGHTS | $20,000 |
| ARIZONA CENTER FOR EMPOWERMENT | |||||||
| 5710 N 19TH AVE | PHOENIX | AZ | 85015 | NONE | PUBLIC CHARITY | CIVIC ENGAGEMENT | $30,000 |
| BERKELEY PUBLIC SCHOOLS FUND | |||||||
| PO BOX 2066 | BERKELEY | CA | 94702 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $1,000 |
| BOSTON NEIGHBORHOOD COMMUNITY LAND TRUST | |||||||
| 550 DUDLEY ST | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | HOUSING PROGRAMS | $5,000 |
| BREACH COLLECTIVE | |||||||
| PO BOX 5291 | EUGENE | OR | 97405 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $20,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $2,000 |
| CAPE COD HEALTHCARE | |||||||
| 297 NORTH STREET SUITE BLDG 3 | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | HEALTH PROGRAMS | $250 |
| CENTER FOR CONSTITUTIONAL RIGHTS | |||||||
| 666 BROADWAY FL 7 | NEW YORK CITY | NY | 10012 | NONE | PUBLIC CHARITY | HUMAN RIGHTS | $25,000 |
| CITY LIFEVIDA URBANA | |||||||
| PO BOX 300107 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | HOUSING PROGRAMS | $10,000 |
| ECOLOGY CENTER | |||||||
| 2530 SAN PABLO AVE | BERKELEY | CA | 94702 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $1,000 |
| ENVIRONMENTAL LAW INSTITUTE | |||||||
| 1730 M STREET NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $16,250 |
| FREIGHT & SALVAGE | |||||||
| 2020 ADDISON ST | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | ART PROGRAMS | $1,000 |
| FRIENDS OF BROWARD COUNTY LIBRARY | |||||||
| 100 S ANDREWS AVE | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $3,000 |
| FRIENDS OF FALMOUTH BIKEWAYS | |||||||
| 432 WILD HARBOR ROAD | NORTH FALMOUTH | MA | 02556 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $250 |
| FRIENDS OF WLRN | |||||||
| 172 NE 15TH STREET 2ND FLOOR | MIAMI | FL | 33132 | NONE | PUBLIC CHARITY | MEDIA PROGRAMS | $3,000 |
| GOVERNMENT ACCOUNTABILITY PROJECT | |||||||
| 1612 K ST NW SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $15,000 |
| HAWAI'I WORKERS CENTER | |||||||
| PO BOX 29969 | HONOLULU | HI | 96820 | NONE | PUBLIC CHARITY | COMMUNITY SERVICE | $25,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | NONE | PUBLIC CHARITY | MEDIA PROGRAMS | $1,000 |
| HIGHER HEIGHTS LEADERSHIP FUND | |||||||
| 147 PRINCE ST | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | WOMEN'S LEADERSHIP DEVELOPMENT | $20,000 |
| HUMAN RIGHTS WATCH | |||||||
| 350 5TH AVE FL 34 | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | HUMAN RIGHTS | $30,000 |
| JOLT INITIATIVE | |||||||
| PO BOX 4185 | AUSTIN | TX | 78765 | NONE | PUBLIC CHARITY | YOUTH LEADERSHIP DEVELOPMENT | $20,000 |
| LOUISIANA BUCKET BRIGADE | |||||||
| 3416B CANAL STREET | NEW ORLEANS | LA | 70119 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $25,000 |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | RESEARCH AND EDUCATION | $250 |
| PEER (PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY) | |||||||
| 962 WAYNE AVE SUITE 610 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $15,000 |
| POWER SHIFT NETWORK | |||||||
| POBOX 73116 | WASHINGTON | DC | 20056 | NONE | PUBLIC CHARITY | YOUTH NON-PROFIT | $15,000 |
| RIVERKEEPER | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $5,000 |
| SCENIC HUDSON | |||||||
| 85 CIVIC CENTER PLZ STE 300 | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAMS | $1,500 |
| SOBER TODAY CLUB | |||||||
| 2035 HARDING ST STE 102 | HOLLYWOOD | FL | 33020 | NONE | PUBLIC CHARITY | HEALTH AND EDUCATION | $100,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | HUMAN RIGHTS | $30,000 |
| TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND | |||||||
| PO BOX 42278 | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | PUBLIC EDUCATION | $25,000 |
| TIDES FOUNDATION WRAPS | |||||||
| 55 EXCHANGE PLACE SUITE 402 | NEW YORK | NY | 100053304 | NONE | PUBLIC CHARITY | SOCIAL JUSTICE | $20,000 |
| TIDES FOUNDATION-MOVEMENT VOTER PROJECT-WRAPS | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | NONE | PUBLIC CHARITY | CIVIC ENGAGEMENT | $25,000 |
| WOODS HOLE ASSOCIATION | |||||||
| PO BOX 327 | WOODSHOLE | MA | 02543 | NONE | PUBLIC CHARITY | COMMUNITY SERVICE | $250 |
| WOODS HOLE HISTORICAL MUSEUM | |||||||
| 579 WOODS HOLE RD | FALMOUTH | MA | 02543 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $250 |
| WOODS HOLE LIBRARY | |||||||
| PO BOX 185 | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $250 |
| WOODWELL CLIMATE RESEARCH CENTER | |||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | NONE | PUBLIC CHARITY | RESEARCH | $2,000 |
| WOPANAAK LANGUAGE RECLAMATION PROJECT | |||||||
| PO BOX 2241 | MASHPEE | MA | 02649 | NONE | PUBLIC CHARITY | CULTURAL PROGRAMS | $5,000 |
| WORKERS DEFENSE PROJECT | |||||||
| 5604 MANOR ROAD | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | EDUCATION PROGRAMS | $20,000 |
| GEORGIA STAND UP | |||||||
| 2366 SYLVAN ROAD SUITE A B | ATLANTA | GA | 30344 | NONE | PUBLIC CHARITY | ADVOCACY | $30,000 |
| WAREHOUSE WORKERS FOR JUSTICE | |||||||
| 114B E JEFFERSON ST | JOLIET | IL | 60432 | NONE | PUBLIC CHARITY | WORKERS RIGHTS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $588,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,377 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $111,319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $515,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $949,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $949,993 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | N/A |
| 7 | N/A |
| 8 | N/A |
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 |
|---|---|---|---|---|---|---|---|
| ABIGAIL NORMAN | |||||||
| 1 | 4 HUBBARD ST | JAMAICA PLAIN | MA | 02130 | $85,000 | Yes (X) | Yes (X) |
| SARAH NORMAN | |||||||
| 2 | 3140 SOUTH OCEAN DRIVE APT 1 | HALLANDALE | FL | 33009 | $106,000 | Yes (X) | Yes (X) |
| REBECCA NORMAN | |||||||
| 3 | C/O ABACUS ASSOC 147 EAST 48TH ST | NEW YORK | NY | 10017 | $89,847 | Yes (X) | Yes (X) |
| MARGARET NORMAN | |||||||
| 4 | 2332 GRANT STREET | BERKELEY | CA | 94703 | $20,000 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,112.24 SHRS THE BEEHIVE FUND | $85,000 | 2023-12-27 |
| 2 | 5,128.205 SHRS THE BEEHIVE FUND | $106,000 | 2023-12-27 |
| 3 | 2,052 SHRS COMCAST CORPORATION | $89,847 | 2023-12-26 |
| 4 | 967.586 SHRS THE BEEHIVE FUND | $20,000 | 2023-12-27 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC COM | $149,229 | $243,104 |
| COMCAST CORP CL A | $85,517 | $428,239 |
| GXO LOGISTICS INC | $60,209 | $48,316 |
| IAC INC. | $120,003 | $42,690 |
| MICROSOFT CORP | $33,474 | $868,652 |
| PROLOGIS INC. | $62,711 | $64,651 |
| THERMO FISHER SCIENTIFIC INC | $22,162 | $412,955 |
| VIMEO, INC. | $55,702 | $5,186 |
| ALIBABA GROUP HOLDING LIMITED | $53,086 | $51,507 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $604,679 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $611,293 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUCABA CRUT, LLC | AT COST | $4,580,970 | $5,019,716 |
| CRT INCOME LLC | AT COST | $846,608 | $763,262 |
| CRT STOCKS LLC | AT COST | $2,055,365 | $3,048,859 |
| THE BEEHIVE FUND & NORMAN-WEIL FOUNDATIONS COMPANY, LLC | AT COST | $1,711,681 | $3,315,801 |
| LISTERINE ROYALTY | AT COST | $0 | $305,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC TANGIBLE ASSETS | Desc |
| BOY Book Value | $20,800 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP ADJUSTMENTS | $23,849 |
| DIFF BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF CONTRIBUTIONS RECEIVED | $131,806 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW-FILING FEE | $750 | $0 | $750 |
| FROM K-1 OTHER DEDUCTIONS | $91,529 | $91,529 | $0 |
| ABACUS FEES & EXPENSES | $85,689 | $68,551 | $17,138 |
| FROM K-1 NONDEDUCTIBLE EXPENSES | $38 | $0 | $0 |
| NEW YORK LAW JOURNAL | $170 | $0 | $170 |
| FORM 990-T PEN/INT 2022 | $114 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| KENVUE INC. | $39,129 | $39,129 | $39,129 |
| FROM K-1 ORD BUSINESS INC(LOSS) | $39,145 | $39,145 | $39,145 |
| FROM K-1 NET RRE INC(LOSS) | $3,218 | $3,218 | $3,218 |
| FROM K-1 OTHER PORTFOLIO INCOME | $29,716 | $29,716 | $29,716 |
| FROM K-1 OTHER INCOME(LOSS) | $56 | $56 | $56 |
| FROM K-1 UNRECAPTURED 1250 GAIN | $55 | $55 | $55 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,022 | $1,022 | $0 |
| EXCISE TAXES-EXT 2022 | $3,500 | $0 | $0 |
| EXCISE TAXES-EST 2023 | $3,500 | $0 | $0 |
| FED UNRELATED BUSINESS INC TAXES-EXT-2022 | $2,100 | $0 | $0 |
| FED UNRELATED BUSINESS INC TAXES-BD-2022 | $255 | $0 | $0 |
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