PEARSON-RAPPAPORT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PEARSON-RAPPAPORT FOUNDATION (EIN 06-1484929)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-21
- IRS object ID
- 202501419349100905
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-21T08:45:10-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582550336 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tripp Chafin & Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3535 Roswell Rd STE 63 | AddressLine1Txt |
| City | Marietta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30062 | 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 | 061484929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pearson-Rappaport Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAR | BusinessNameControlTxt |
| Phone | 5186405000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Ayco Co LP NTG PO Box 15201 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan Rappaport | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-05-21 | 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 | Willis C Gregory III | PreparerPersonNm |
| PTIN | P01786786 | PTIN |
| Phone | 7705652422 | PhoneNum |
| 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 | $2,979,362 | 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 | $727 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $727 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $227,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $320,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $227,034 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $289,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,715 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,525 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,195 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,143 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,945 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $277,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,602 | CashBOYAmt |
| Cash EOY | $10,670 | CashEOYAmt |
| Cash EOYFMV | $10,670 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $84,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,110 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $63,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,860 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,128,806 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,355,361 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,406,613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,805,776 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,508,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,488,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,979,362 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,508,794 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,488,146 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,508,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,488,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,508,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,488,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,508,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,648 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,488,146 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,488,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 295.391 Edgewood Growth Fund | P | 2023-01-01 | 2024-12-06 | $16,332 | $15,265 | $1,067 | $1,067 |
| 131.195 Fidelity 500 Index Fund | P | 2020-11-17 | 2024-01-09 | $21,659 | $16,456 | $5,203 | $5,203 |
| 46.119 Fidelity 500 Index Fund | P | 2020-11-17 | 2024-12-06 | $9,777 | $5,785 | $3,992 | $3,992 |
| 183 Financial Select Sector SPDR | P | 2023-04-18 | 2024-09-04 | $8,316 | $6,106 | $2,210 | $2,210 |
| 80 Health Care Select Sector | P | 2022-06-27 | 2024-03-13 | $11,716 | $10,375 | $1,341 | $1,341 |
| 40 Health Care Select Sector | P | 2023-01-01 | 2024-09-04 | $6,264 | $4,996 | $1,268 | $1,268 |
| 25 Health Care Select Sector | P | 2023-01-01 | 2024-12-06 | $3,607 | $2,379 | $1,228 | $1,228 |
| 277.236 JPM EQ Inc FD - USD - R6 | P | 2020-11-17 | 2024-12-06 | $7,441 | $5,342 | $2,099 | $2,099 |
| 60 Pepsico Inc | P | 2009-06-01 | 2024-07-23 | $10,069 | $3,611 | $6,458 | $6,458 |
| 173 Pepsico Inc | P | 2023-01-01 | 2024-09-10 | $30,913 | $10,412 | $20,501 | $20,501 |
| 145 YUM! Brands Inc | P | 2002-04-01 | 2024-04-19 | $20,066 | $1,527 | $18,539 | $18,539 |
| 445 YUM! Brands Inc | P | 2002-04-01 | 2024-06-18 | $60,188 | $4,686 | $55,502 | $55,502 |
| 117 YUM! Brands Inc | P | 2002-04-01 | 2024-07-23 | $14,977 | $1,232 | $13,745 | $13,745 |
| 390 YUM! Brands Inc | P | 2002-04-01 | 2024-09-10 | $52,016 | $4,107 | $47,909 | $47,909 |
| 150 YUM! Brands Inc | P | 1960-11-11 | 2024-11-20 | $19,888 | $905 | $18,983 | $18,983 |
| Capital Gain Dividends | $26,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $227,034 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,854 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,854 | SubtotalAmt |
| Tax Based On Investment Income | $3,854 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,942 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,942 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,912 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ayco Company LP - NTG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5186405000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Coliseum Drive | AddressLine1Txt |
| City | Cohoes | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12047 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Jill P Rappaport | ||||||
| c/o Ayco Co LP NTG POBox 15201 | Albany | NY | 122125201 | Trustee | 1.00 | $0 |
| Alan H Rappaport | ||||||
| c/o Ayco Co LP NTG POBox 15201 | Albany | NY | 122125201 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,979,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,029,605 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,029,605 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,444 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,984,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,854 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,854 | TotalTaxAmt |
| Distributable Before Adj | $145,354 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $145,354 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $145,354 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,945 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $297,945 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,354 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $70,102 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,301 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,142 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $366,439 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,945 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,591 | RemainingDistriFromCorpusAmt |
| Total Corpus | $519,030 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $519,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,102 | ExcessFromYear4Amt |
| Excess From Year3 | $52,301 | ExcessFromYear3Amt |
| Excess From Year2 | $128,142 | ExcessFromYear2Amt |
| Excess From Year1 | $115,894 | ExcessFromYear1Amt |
| Excess From Current Year | $152,591 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jill P Rappaport | ContributingManagerNm |
| Contributing Manager | Alan H Rappaport | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Harbor Homes of Martha's Vineyard | |||||||
| PO Box 4795 | Vineyard Haven | MA | 02568 | None | PC | General Purpose | $2,500 |
| Island Grown Initiative | |||||||
| PO Box 622 | Vineyard Haven | MA | 02568 | None | PC | General Purpose | $50,000 |
| Loggerhead Marinelife Center | |||||||
| 14200 US Hwy 1 | Juno Beach | FL | 33408 | None | PC | General Purpose | $10,000 |
| Lost Tree Foundation | |||||||
| 8 Church Lane | North Palm Beach | FL | 33408 | None | PC | General Purpose | $75,000 |
| Martha's Vineyard Museum | |||||||
| 151 Lagoon Rond Road | Vineyard Haven | MA | 02568 | None | PC | General Purpose | $5,000 |
| Palm Beach County Food Bank | |||||||
| 701 Boutwell Road Suite A-2 | Lake Worth Beach | FL | 33461 | None | PC | General Purpose | $10,000 |
| Red Stocking Fund Inc | |||||||
| PO Box 600 | Edgartown | MA | 02539 | None | PC | General Purpose | $10,000 |
| Storm King Art Center | |||||||
| 1 Museum Road | New Windsor | NY | 12553 | None | PC | General Purpose | $10,000 |
| The Pet Cottage | |||||||
| 17049 Thunder Road | Jupiter | FL | 33478 | None | PC | General Purpose | $11,000 |
| VGC Foundation | |||||||
| PO Box 9 | Edgartown | MA | 02539 | None | PC | General Purpose | $500 |
| ASPCA | |||||||
| 424 E 92nd St | New York | NY | 10128 | None | PC | General Purpose | $1,000 |
| Big Dog Ranch Rescue | |||||||
| 14444 Okeechobee Blvd | Loxahatchee Groves | FL | 33470 | None | PC | General Purpose | $5,000 |
| Martha's Vineyard Hospital | |||||||
| 1 Hospital Road | Oak Bluffs | MA | 02557 | None | PC | General Purpose | $20,000 |
| Memorial Sloan Kettering Cancer Cen | |||||||
| 633 3rd Ave 5th Floor | New York | NY | 10017 | None | PC | General Purpose | $1,000 |
| Martha's Vineyard Community Service | |||||||
| 111 Edgartown Road | Vineyard Haven | MA | 02568 | None | PC | General Purpose | $25,000 |
| MVY Radio | |||||||
| PO Box 1420 | West Tisbury | MA | 02575 | None | PC | General Purpose | $1,000 |
| New York Public Radio | |||||||
| 160 Varick Street | New York | NY | 10013 | None | PC | General Purpose | $1,000 |
| Norton Children's Hospital Foundati | |||||||
| 4965 US Hwy 42 Suite 1000 | Louisville | KY | 40222 | None | PC | General Purpose | $25,000 |
| Planned Parenthood Federation of Am | |||||||
| PO Box 97166 | Washington | DC | 20090 | None | PC | General Purpose | $10,000 |
| Wesleyan University | |||||||
| 45 Wyllys Avenue | Middletown | CT | 06459 | None | PC | General Purpose | $5,000 |
| World Central Kitchen | |||||||
| PO Box 96538 | Washington | DC | 20090 | None | PC | General Purpose | $10,000 |
| Floridians Protecting Freedom | |||||||
| PO Box 4068 | Sarasota | FL | 34230 | None | PC | General Purpose | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $727 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $227,034 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $289,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,715 | 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 | Accounting fees | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Pepsico Inc | $9,007 | $286,937 |
| YUM China Holdings Inc | $503 | $288,057 |
| YUM Brands Inc | $27,350 | $553,812 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO Total Return Fund-Inst | AT COST | $189,981 | $153,346 |
| Consumer Discretionary Selt | AT COST | $28,174 | $34,326 |
| Edgewood Growth Fund-Inst | AT COST | $58,967 | $63,819 |
| Energy Select Spector SPDR | AT COST | $12,528 | $14,562 |
| Fidelity 500 Index Fund | AT COST | $299,792 | $584,627 |
| Financial Select Spector SPDR | AT COST | $49,694 | $75,346 |
| Health Care Select Sector | AT COST | $20,904 | $33,154 |
| Industrial Select Sect SPDR | AT COST | $26,408 | $32,676 |
| JPM Equity Inc Fund | AT COST | $56,275 | $69,913 |
| Vanguard Info Tech ETF | AT COST | $75,495 | $136,174 |
| Vanguard Communication Services ETF | AT COST | $21,743 | $29,752 |
| iShares Core S&P Midcap ETF | AT COST | $28,518 | $34,894 |
| Fidelity Intl Indx-Inst Prm | AT COST | $244,992 | $268,427 |
| JPMorgan Betabuilders Canada | AT COST | $40,786 | $51,460 |
| WCM Focused Intl Growth-Inst | AT COST | $100,266 | $92,472 |
| iShares Core MSCI Emerging | AT COST | $41,144 | $42,925 |
| JPM Emerging Market Eq Fund | AT COST | $85,266 | $63,613 |
| Consumer Staples SPDR | AT COST | $25,680 | $24,290 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| JPM Advisory Fees | $9,525 | $9,525 | $0 | $0 |
| TPS Administrative Group Fees | $3,195 | $0 | $0 | $3,195 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes Paid | $55 | $55 |
| Foreign Tax Withheld | $1,088 | $1,088 |
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