ERNST AND ELFRIEDE FRANK FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ERNST AND ELFRIEDE FRANK FOUNDATION INC (EIN 13-6106471)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-01-12
- IRS object ID
- 202340129349100619
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | 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 | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136106471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & ELFRIEDE FRANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERNS | BusinessNameControlTxt |
| Phone | 2125959348 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 WEST 187 STREET 609 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVA MARIA TAUSIG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125959348 | PhoneNum |
| Signature | 2022-12-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EVA | PersonFirstNm |
| Person Last | MARIA TAUSIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART RACHLIN | PreparerPersonNm |
| PTIN | P00966323 | PTIN |
| Phone | 2128320400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,155,069 | 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 |
| Dividends Rev And Expnss | $345,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,427,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $182,437 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $528,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $528,186 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,076 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,076 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $75,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $743,832 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $743,832 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $884,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $781,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$356,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $499,954 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,067,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,558 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,746,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,305,687 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,002,511 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,814,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,458,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,155,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,814,359 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,458,245 | 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 | $11,814,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,458,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,814,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,458,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,814,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$356,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,458,245 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,458,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (251 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACTIVISION BLIZZARD INC COM | P | 2001-11-22 | 2022-05-20 | $9,780 | $352 | $9,428 | $9,428 |
| ALPHABET INC CAP STK CL C | P | 2014-12-31 | 2021-11-23 | $30,003 | $5,845 | $24,158 | $24,158 |
| AMERICAN TOWER CORP NEW COM | P | 2021-04-23 | 2022-03-07 | $28,165 | $30,164 | -$1,999 | -$1,999 |
| AMERICAN TOWER CORP NEW COM | P | 2021-05-10 | 2022-03-07 | $37,554 | $39,129 | -$1,575 | -$1,575 |
| AMERICAN TOWER CORP NEW COM | P | 2021-05-21 | 2022-03-07 | $4,694 | $4,872 | -$178 | -$178 |
| APPLE INC COM | P | 2010-05-18 | 2022-02-18 | $17,065 | $901 | $16,164 | $16,164 |
| D R HORTON INC COM | P | 2007-10-25 | 2021-11-23 | $10,274 | $1,197 | $9,077 | $9,077 |
| FORTINET INC COM | P | 2020-09-10 | 2021-11-23 | $34,213 | $11,498 | $22,715 | $22,715 |
| GARTNER INC COM | P | 2020-09-10 | 2022-05-20 | $14,332 | $7,595 | $6,737 | $6,737 |
| IDEXX LABS INC COM | P | 2020-03-24 | 2022-02-18 | $12,588 | $5,499 | $7,089 | $7,089 |
| IDEXX LABS INC COM | P | 2020-05-04 | 2022-02-18 | $62,938 | $34,897 | $28,041 | $28,041 |
| IDEXX LABS INC COM | P | 2020-09-10 | 2022-02-18 | $50,350 | $36,323 | $14,027 | $14,027 |
| MODERNA INC COM | P | 2022-02-18 | 2022-05-06 | $14,768 | $14,839 | -$71 | -$71 |
| MODERNA INC COM | P | 2021-08-16 | 2022-05-06 | $14,768 | $38,918 | -$24,150 | -$24,150 |
| NVIDIA CORPORATION COM | P | 1999-06-30 | 2022-05-20 | $8,467 | $40 | $8,427 | $8,427 |
| NVIDIA CORPORATION COM | P | 1999-06-30 | 2021-11-23 | $49,500 | $121 | $49,379 | $49,379 |
| ABBOTT LABS COM | P | 2021-02-04 | 2022-01-11 | $13,520 | $11,974 | $1,546 | $1,546 |
| ABBOTT LABS COM | P | 2021-02-04 | 2022-07-27 | $21,662 | $23,948 | -$2,286 | -$2,286 |
| ACTIVISION BLIZZARD INC COM | P | 2021-09-01 | 2021-11-15 | $26,657 | $32,429 | -$5,772 | -$5,772 |
| ACTIVISION BLIZZARD INC COM | P | 2021-09-13 | 2021-11-15 | $6,664 | $7,810 | -$1,146 | -$1,146 |
| ACTIVISION BLIZZARD INC COM | P | 2021-09-21 | 2021-11-15 | $6,664 | $7,873 | -$1,209 | -$1,209 |
| ADOBE SYSTEMS INCORPORATED COM | P | 2022-01-11 | 2022-06-17 | $9,338 | $12,761 | -$3,423 | -$3,423 |
| ADVANCED MICRO DEVICES INC COM | P | 2022-07-21 | 2022-08-09 | $35,704 | $29,155 | $6,549 | $6,549 |
| AIR PRODS & CHEMS INC COM | P | 2021-02-04 | 2022-01-10 | $29,847 | $25,670 | $4,177 | $4,177 |
| AIR PRODS & CHEMS INC COM | P | 2021-02-04 | 2022-02-22 | $12,051 | $12,835 | -$784 | -$784 |
| AIR PRODS & CHEMS INC COM | P | 2021-02-04 | 2021-09-17 | $33,641 | $32,088 | $1,553 | $1,553 |
| AIR PRODS & CHEMS INC COM | P | 2021-03-22 | 2022-02-22 | $6,025 | $6,754 | -$729 | -$729 |
| AIR PRODS & CHEMS INC COM | P | 2021-03-23 | 2022-02-22 | $24,101 | $26,735 | -$2,634 | -$2,634 |
| AIR PRODS & CHEMS INC COM | P | 2021-08-27 | 2022-02-22 | $6,025 | $6,716 | -$691 | -$691 |
| AMETEK INC COM | P | 2021-08-20 | 2022-01-19 | $14,074 | $13,497 | $577 | $577 |
| AMETEK INC COM | P | 2021-08-20 | 2021-11-24 | $7,120 | $6,749 | $371 | $371 |
| ANALOG DEVICES INC COM | P | 2021-05-04 | 2022-05-18 | $23,607 | $22,947 | $660 | $660 |
| ANALOG DEVICES INC COM | P | 2021-05-05 | 2022-05-18 | $7,869 | $7,610 | $259 | $259 |
| ANALOG DEVICES INC COM | P | 2021-05-05 | 2022-07-21 | $7,932 | $7,610 | $322 | $322 |
| ANALOG DEVICES INC COM | P | 2021-05-12 | 2022-07-21 | $15,863 | $15,232 | $631 | $631 |
| ANALOG DEVICES INC COM | P | 2021-05-14 | 2022-07-21 | $15,863 | $14,813 | $1,050 | $1,050 |
| APPLIED MATLS INC COM | P | 2021-05-21 | 2022-02-07 | $3,452 | $3,009 | $443 | $443 |
| APPLIED MATLS INC COM | P | 2021-05-21 | 2022-03-07 | $12,725 | $12,037 | $688 | $688 |
| APPLIED MATLS INC COM | P | 2021-05-21 | 2022-08-19 | $13,147 | $15,047 | -$1,900 | -$1,900 |
| APPLIED MATLS INC COM | P | 2021-08-16 | 2022-08-19 | $10,517 | $12,933 | -$2,416 | -$2,416 |
| APPLIED MATLS INC COM | P | 2021-08-24 | 2022-08-19 | $5,259 | $6,334 | -$1,075 | -$1,075 |
| APPLIED MATLS INC COM | P | 2021-12-08 | 2022-08-19 | $2,629 | $3,600 | -$971 | -$971 |
| ASTRAZENECA PLC SPONSORED ADR | P | 2021-03-22 | 2022-01-11 | $17,121 | $14,862 | $2,259 | $2,259 |
| ASTRAZENECA PLC SPONSORED ADR | P | 2021-03-22 | 2022-02-03 | $23,038 | $19,816 | $3,222 | $3,222 |
| ASTRAZENECA PLC SPONSORED ADR | P | 2021-03-22 | 2022-03-07 | $5,805 | $4,954 | $851 | $851 |
| ASTRAZENECA PLC SPONSORED ADR | P | 2021-03-22 | 2022-03-09 | $11,324 | $9,908 | $1,416 | $1,416 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | P | 2021-02-04 | 2021-11-24 | $35,271 | $29,471 | $5,800 | $5,800 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | P | 2021-02-04 | 2021-12-06 | $6,937 | $5,894 | $1,043 | $1,043 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | P | 2021-02-04 | 2021-12-08 | $27,986 | $23,577 | $4,409 | $4,409 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | P | 2021-02-04 | 2021-11-15 | $7,108 | $5,894 | $1,214 | $1,214 |
| BOSTON SCIENTIFIC CORP COM | P | 2021-03-25 | 2022-01-11 | $16,905 | $14,880 | $2,025 | $2,025 |
| BOSTON SCIENTIFIC CORP COM | P | 2021-03-25 | 2022-02-17 | $2,192 | $1,860 | $332 | $332 |
| BOSTON SCIENTIFIC CORP COM | P | 2021-03-25 | 2022-03-07 | $2,168 | $1,860 | $308 | $308 |
| BOSTON SCIENTIFIC CORP COM | P | 2021-03-25 | 2022-03-14 | $4,181 | $3,720 | $461 | $461 |
| COCA COLA CO COM | P | 2021-06-16 | 2022-03-07 | $6,150 | $5,526 | $624 | $624 |
| CORNING INC COM | P | 2021-06-07 | 2022-02-07 | $4,270 | $4,250 | $20 | $20 |
| CORNING INC COM | P | 2021-06-07 | 2022-02-08 | $29,477 | $29,750 | -$273 | -$273 |
| CORNING INC COM | P | 2021-06-07 | 2022-04-01 | $7,612 | $8,500 | -$888 | -$888 |
| CORNING INC COM | P | 2021-06-16 | 2022-04-01 | $3,806 | $4,173 | -$367 | -$367 |
| CORNING INC COM | P | 2021-06-17 | 2022-04-01 | $3,806 | $4,125 | -$319 | -$319 |
| CORNING INC COM | P | 2021-06-18 | 2022-04-01 | $3,806 | $4,088 | -$282 | -$282 |
| CORNING INC COM | P | 2021-07-16 | 2022-04-01 | $7,612 | $8,180 | -$568 | -$568 |
| CORNING INC COM | P | 2021-08-04 | 2022-04-11 | $6,778 | $8,260 | -$1,482 | -$1,482 |
| CORNING INC COM | P | 2021-08-11 | 2022-04-11 | $3,389 | $4,074 | -$685 | -$685 |
| CORNING INC COM | P | 2021-08-13 | 2022-04-11 | $3,389 | $4,082 | -$693 | -$693 |
| CORNING INC COM | P | 2021-09-13 | 2022-04-11 | $3,389 | $3,896 | -$507 | -$507 |
| CORNING INC COM | P | 2021-10-28 | 2022-04-11 | $3,389 | $3,650 | -$261 | -$261 |
| CORNING INC COM | P | 2021-11-01 | 2022-04-11 | $6,778 | $7,136 | -$358 | -$358 |
| COSTCO WHSL CORP NEW COM | P | 2021-03-22 | 2022-07-25 | $15,696 | $9,745 | $5,951 | $5,951 |
| COSTCO WHSL CORP NEW COM | P | 2021-03-22 | 2021-12-13 | $26,294 | $16,242 | $10,052 | $10,052 |
| COSTCO WHSL CORP NEW COM | P | 2021-03-22 | 2021-09-22 | $11,464 | $8,121 | $3,343 | $3,343 |
| DISNEY WALT CO COM | P | 2021-05-18 | 2022-01-25 | $17,409 | $21,196 | -$3,787 | -$3,787 |
| DISNEY WALT CO COM | P | 2021-05-18 | 2021-11-12 | $13,127 | $12,718 | $409 | $409 |
| DISNEY WALT CO COM | P | 2021-05-25 | 2022-01-25 | $10,445 | $12,908 | -$2,463 | -$2,463 |
| DISNEY WALT CO COM | P | 2021-06-02 | 2022-02-07 | $3,524 | $4,475 | -$951 | -$951 |
| DISNEY WALT CO COM | P | 2021-07-07 | 2022-02-07 | $17,621 | $22,111 | -$4,490 | -$4,490 |
| ENERGY SELECT SECTOR SPDR FUND | P | 2022-03-16 | 2022-06-28 | $21,857 | $22,358 | -$501 | -$501 |
| ENERGY SELECT SECTOR SPDR FUND | P | 2022-03-16 | 2022-07-12 | $7,101 | $7,453 | -$352 | -$352 |
| ENERGY SELECT SECTOR SPDR FUND | P | 2022-03-24 | 2022-07-12 | $31,955 | $33,648 | -$1,693 | -$1,693 |
| ESTABLISHMENT LABS HLDGS INC COM | P | 2021-11-24 | 2022-04-26 | $27,051 | $19,112 | $7,939 | $7,939 |
| FISERV INC COM | P | 2021-04-29 | 2022-01-26 | $20,652 | $24,267 | -$3,615 | -$3,615 |
| FISERV INC COM | P | 2021-04-29 | 2022-02-07 | $10,689 | $12,133 | -$1,444 | -$1,444 |
| FISERV INC COM | P | 2021-04-29 | 2022-02-09 | $5,325 | $6,067 | -$742 | -$742 |
| FISERV INC COM | P | 2021-05-03 | 2022-02-09 | $5,325 | $6,063 | -$738 | -$738 |
| GENERAL MTRS CO COM | P | 2022-03-15 | 2022-03-24 | $26,607 | $25,162 | $1,445 | $1,445 |
| GENERAL MTRS CO COM | P | 2021-10-20 | 2022-03-07 | $21,645 | $28,611 | -$6,966 | -$6,966 |
| GENERAL MTRS CO COM | P | 2021-11-08 | 2022-03-07 | $4,329 | $5,727 | -$1,398 | -$1,398 |
| ICU MED INC COM | P | 2021-03-22 | 2022-02-28 | $42,929 | $40,850 | $2,079 | $2,079 |
| ICU MED INC COM | P | 2021-03-22 | 2022-03-31 | $22,611 | $20,425 | $2,186 | $2,186 |
| ICU MED INC COM | P | 2021-03-22 | 2021-12-02 | $5,713 | $5,106 | $607 | $607 |
| JPMORGAN CHASE & CO COM | P | 2021-04-13 | 2022-04-05 | $20,191 | $23,398 | -$3,207 | -$3,207 |
| JPMORGAN CHASE & CO COM | P | 2021-04-13 | 2021-10-14 | $16,576 | $15,598 | $978 | $978 |
| KEURIG DR PEPPER INC COM | P | 2021-04-09 | 2022-03-07 | $3,799 | $3,510 | $289 | $289 |
| KEURIG DR PEPPER INC COM | P | 2021-04-09 | 2022-08-23 | $12,034 | $10,530 | $1,504 | $1,504 |
| L3HARRIS TECHNOLOGIES INC COM | P | 2021-03-22 | 2022-03-16 | $24,876 | $19,355 | $5,521 | $5,521 |
| L3HARRIS TECHNOLOGIES INC COM | P | 2021-03-22 | 2021-09-22 | $5,548 | $4,839 | $709 | $709 |
| L3HARRIS TECHNOLOGIES INC COM | P | 2021-03-22 | 2021-10-05 | $21,985 | $19,355 | $2,630 | $2,630 |
| L3HARRIS TECHNOLOGIES INC COM | P | 2021-03-22 | 2021-10-19 | $11,956 | $9,677 | $2,279 | $2,279 |
| LAM RESEARCH CORP COM | P | 2022-02-01 | 2022-03-02 | $14,211 | $13,583 | $628 | $628 |
| LAM RESEARCH CORP COM | P | 2022-02-01 | 2022-03-14 | $24,910 | $27,166 | -$2,256 | -$2,256 |
| MCDONALDS CORP COM | P | 2021-05-14 | 2022-01-25 | $19,189 | $17,155 | $2,034 | $2,034 |
| META PLATFORMS INC CL A | P | 2021-05-12 | 2022-02-11 | $22,558 | $31,164 | -$8,606 | -$8,606 |
| META PLATFORMS INC CL A | P | 2021-05-12 | 2022-02-18 | $1,075 | $1,558 | -$483 | -$483 |
| META PLATFORMS INC CL A | P | 2021-05-12 | 2021-10-27 | $32,417 | $31,164 | $1,253 | $1,253 |
| META PLATFORMS INC CL A | P | 2021-05-13 | 2022-02-18 | $31,177 | $43,937 | -$12,760 | -$12,760 |
| META PLATFORMS INC CL A | P | 2021-12-30 | 2022-02-18 | $10,751 | $17,487 | -$6,736 | -$6,736 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-01-26 | $30,000 | $29,279 | $721 | $721 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-01-27 | $25,000 | $24,450 | $550 | $550 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-01-28 | $60,000 | $58,801 | $1,199 | $1,199 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-03-15 | $10,000 | $10,325 | -$325 | -$325 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-03-17 | $25,000 | $24,613 | $387 | $387 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-04-18 | $25,000 | $24,717 | $283 | $283 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-04-28 | $25,000 | $25,879 | -$879 | -$879 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-04-29 | $50,000 | $50,278 | -$278 | -$278 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-06-28 | $5,000 | $5,487 | -$487 | -$487 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-07-01 | $10,000 | $11,312 | -$1,312 | -$1,312 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-07-07 | $5,000 | $5,505 | -$505 | -$505 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2022-07-08 | $10,000 | $10,863 | -$863 | -$863 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2021-09-07 | $10,000 | $7,955 | $2,045 | $2,045 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2021-10-01 | $2,000 | $1,685 | $315 | $315 |
| NEUBERGER BERMAN GUARDIAN INV | P | 2020-12-31 | 2021-10-22 | $30,000 | $23,963 | $6,037 | $6,037 |
| OREILLY AUTOMOTIVE INC COM | P | 2021-06-07 | 2021-12-03 | $32,392 | $26,400 | $5,992 | $5,992 |
| PPG INDS INC COM | P | 2022-03-10 | 2022-04-20 | $6,338 | $5,691 | $647 | $647 |
| PPG INDS INC COM | P | 2021-07-22 | 2022-02-28 | $27,294 | $31,190 | -$3,896 | -$3,896 |
| PPG INDS INC COM | P | 2021-09-02 | 2022-04-07 | $3,299 | $4,019 | -$720 | -$720 |
| PPG INDS INC COM | P | 2021-09-02 | 2022-04-20 | $9,508 | $12,056 | -$2,548 | -$2,548 |
| PPG INDS INC COM | P | 2021-09-10 | 2022-04-20 | $3,169 | $3,735 | -$566 | -$566 |
| PPG INDS INC COM | P | 2021-10-04 | 2022-04-20 | $12,677 | $14,588 | -$1,911 | -$1,911 |
| PROCTER AND GAMBLE CO COM | P | 2021-02-04 | 2021-12-02 | $14,789 | $12,903 | $1,886 | $1,886 |
| PROCTER AND GAMBLE CO COM | P | 2021-02-04 | 2021-12-27 | $31,627 | $25,806 | $5,821 | $5,821 |
| REGENERON PHARMACEUTICALS COM | P | 2021-03-22 | 2022-03-11 | $15,567 | $12,173 | $3,394 | $3,394 |
| REGENERON PHARMACEUTICALS COM | P | 2021-03-22 | 2022-04-08 | $17,666 | $12,173 | $5,493 | $5,493 |
| REGENERON PHARMACEUTICALS COM | P | 2021-03-22 | 2022-05-12 | $9,332 | $7,304 | $2,028 | $2,028 |
| REGENERON PHARMACEUTICALS COM | P | 2021-03-22 | 2021-12-20 | $32,249 | $24,345 | $7,904 | $7,904 |
| REGENERON PHARMACEUTICALS COM | P | 2021-03-22 | 2021-09-28 | $15,850 | $12,173 | $3,677 | $3,677 |
| REGENERON PHARMACEUTICALS COM | P | 2021-04-30 | 2022-05-12 | $3,111 | $2,449 | $662 | $662 |
| REGENERON PHARMACEUTICALS COM | P | 2021-05-05 | 2022-05-12 | $3,111 | $2,438 | $673 | $673 |
| REGENERON PHARMACEUTICALS COM | P | 2021-10-18 | 2022-05-12 | $9,332 | $8,348 | $984 | $984 |
| REGENERON PHARMACEUTICALS COM | P | 2021-10-25 | 2022-05-12 | $6,221 | $5,674 | $547 | $547 |
| SAP SE SPON ADR | P | 2021-09-28 | 2022-01-14 | $41,884 | $42,697 | -$813 | -$813 |
| SAP SE SPON ADR | P | 2021-09-29 | 2022-01-14 | $4,886 | $4,968 | -$82 | -$82 |
| SAP SE SPON ADR | P | 2021-10-07 | 2022-01-14 | $2,094 | $2,002 | $92 | $92 |
| SAP SE SPON ADR | P | 2021-10-08 | 2022-01-14 | $6,981 | $6,741 | $240 | $240 |
| SAP SE SPON ADR | P | 2021-10-08 | 2022-01-31 | $6,226 | $6,741 | -$515 | -$515 |
| SAP SE SPON ADR | P | 2021-10-15 | 2022-01-31 | $6,226 | $6,972 | -$746 | -$746 |
| SAP SE SPON ADR | P | 2021-10-20 | 2022-02-01 | $6,019 | $7,254 | -$1,235 | -$1,235 |
| SAP SE SPON ADR | P | 2021-10-21 | 2022-02-01 | $6,019 | $7,245 | -$1,226 | -$1,226 |
| SAP SE SPON ADR | P | 2021-12-01 | 2022-02-01 | $18,058 | $19,887 | -$1,829 | -$1,829 |
| SAP SE SPON ADR | P | 2021-12-02 | 2022-02-01 | $6,019 | $6,534 | -$515 | -$515 |
| SAP SE SPON ADR | P | 2021-12-03 | 2022-02-01 | $6,019 | $6,541 | -$522 | -$522 |
| SAP SE SPON ADR | P | 2021-12-09 | 2022-02-01 | $3,010 | $3,343 | -$333 | -$333 |
| SAP SE SPON ADR | P | 2021-12-14 | 2022-02-01 | $3,010 | $3,377 | -$367 | -$367 |
| TJX COS INC NEW COM | P | 2021-06-28 | 2022-01-11 | $14,970 | $13,311 | $1,659 | $1,659 |
| TJX COS INC NEW COM | P | 2021-06-28 | 2022-03-07 | $6,408 | $6,655 | -$247 | -$247 |
| TJX COS INC NEW COM | P | 2021-06-28 | 2022-06-10 | $6,147 | $6,655 | -$508 | -$508 |
| TRIMBLE INC COM | P | 2022-01-26 | 2022-06-24 | $11,593 | $13,895 | -$2,302 | -$2,302 |
| TRIMBLE INC COM | P | 2022-01-26 | 2022-07-27 | $6,326 | $6,948 | -$622 | -$622 |
| TRIMBLE INC COM | P | 2022-02-11 | 2022-07-27 | $12,652 | $14,247 | -$1,595 | -$1,595 |
| TRIMBLE INC COM | P | 2022-02-16 | 2022-07-27 | $6,326 | $6,549 | -$223 | -$223 |
| TRIMBLE INC COM | P | 2021-05-10 | 2022-03-07 | $6,713 | $7,588 | -$875 | -$875 |
| TRIMBLE INC COM | P | 2021-05-10 | 2021-09-10 | $28,137 | $22,764 | $5,373 | $5,373 |
| TRIMBLE INC COM | P | 2021-05-14 | 2022-05-24 | $6,492 | $7,527 | -$1,035 | -$1,035 |
| TRIMBLE INC COM | P | 2021-05-24 | 2022-05-24 | $6,492 | $7,589 | -$1,097 | -$1,097 |
| TRIMBLE INC COM | P | 2021-06-22 | 2022-05-24 | $6,492 | $7,743 | -$1,251 | -$1,251 |
| UNION PAC CORP COM | P | 2021-06-22 | 2022-03-09 | $6,680 | $5,375 | $1,305 | $1,305 |
| UNION PAC CORP COM | P | 2021-06-22 | 2021-12-22 | $53,878 | $48,378 | $5,500 | $5,500 |
| UNION PAC CORP COM | P | 2021-07-21 | 2022-03-09 | $26,720 | $21,357 | $5,363 | $5,363 |
| SKYWORKS SOLUTIONS INC COM | P | 2021-03-25 | 2021-10-07 | $24,140 | $25,926 | -$1,786 | -$1,786 |
| SKYWORKS SOLUTIONS INC COM | P | 2021-03-29 | 2021-10-07 | $8,047 | $8,762 | -$715 | -$715 |
| SKYWORKS SOLUTIONS INC COM | P | 2021-06-18 | 2021-10-07 | $8,047 | $8,588 | -$541 | -$541 |
| ASHLAND INC COM | P | 2021-05-03 | 2021-10-04 | $17,867 | $17,596 | $271 | $271 |
| ANAPLAN INC COM | P | 2019-03-08 | 2022-03-24 | $32,360 | $18,417 | $13,943 | $13,943 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | P | 2015-01-27 | 2022-07-19 | $37,949 | $59,414 | -$21,465 | -$21,465 |
| BLOCK INC CL A | P | 2020-03-16 | 2022-06-22 | $12,382 | $9,190 | $3,192 | $3,192 |
| BLOCK INC CL A | P | 2019-09-25 | 2022-06-22 | $24,763 | $24,520 | $243 | $243 |
| C3 AI INC CL A | P | 2021-11-02 | 2022-06-21 | $3,450 | $9,050 | -$5,600 | -$5,600 |
| C3 AI INC CL A | P | 2021-12-03 | 2022-06-21 | $1,725 | $3,665 | -$1,940 | -$1,940 |
| C3 AI INC CL A | P | 2021-12-15 | 2022-06-21 | $1,725 | $3,262 | -$1,537 | -$1,537 |
| CERENCE INC COM | P | 2021-03-29 | 2022-06-21 | $2,649 | $8,215 | -$5,566 | -$5,566 |
| CERENCE INC COM | P | 2021-11-26 | 2022-06-21 | $5,298 | $16,018 | -$10,720 | -$10,720 |
| CERENCE INC COM | P | 2021-12-03 | 2022-06-21 | $2,649 | $7,250 | -$4,601 | -$4,601 |
| CERENCE INC COM | P | 2021-12-08 | 2022-06-21 | $2,649 | $7,171 | -$4,522 | -$4,522 |
| CEVA INC COM | P | 2021-01-25 | 2022-06-21 | $4,358 | $8,560 | -$4,202 | -$4,202 |
| CEVA INC COM | P | 2021-01-27 | 2022-06-21 | $3,352 | $6,200 | -$2,848 | -$2,848 |
| CEVA INC COM | P | 2021-02-02 | 2022-06-21 | $1,676 | $2,954 | -$1,278 | -$1,278 |
| CEVA INC COM | P | 2021-02-22 | 2022-06-21 | $1,676 | $3,366 | -$1,690 | -$1,690 |
| CEVA INC COM | P | 2021-02-25 | 2022-06-21 | $3,352 | $6,330 | -$2,978 | -$2,978 |
| CEVA INC COM | P | 2021-05-12 | 2022-06-21 | $6,704 | $9,700 | -$2,996 | -$2,996 |
| CEVA INC COM | P | 2021-12-22 | 2022-06-21 | $3,352 | $4,141 | -$789 | -$789 |
| LENNAR CORP CL B | P | 2021-09-15 | 2022-01-24 | $16,352 | $16,330 | $22 | $22 |
| LENNAR CORP CL B | P | 2021-09-30 | 2022-02-07 | $7,642 | $8,075 | -$433 | -$433 |
| LENNAR CORP CL B | P | 2021-10-04 | 2022-02-07 | $7,642 | $7,777 | -$135 | -$135 |
| MARVELL TECHNOLOGY INC COM | P | 2019-11-08 | 2021-12-10 | $27,964 | $7,973 | $19,991 | $19,991 |
| MARVELL TECHNOLOGY INC COM | P | 2019-11-08 | 2021-10-21 | $6,790 | $2,658 | $4,132 | $4,132 |
| PBF LOGISTICS LP UNIT LTD PTNR | P | 2017-06-26 | 2022-08-01 | $18,280 | $19,405 | -$1,125 | -$1,125 |
| PBF LOGISTICS LP UNIT LTD PTNR | P | 2020-12-28 | 2022-08-01 | $18,280 | $8,750 | $9,530 | $9,530 |
| QUALTRICS INTL INC COM CL A | P | 2022-01-27 | 2022-07-05 | $6,425 | $12,750 | -$6,325 | -$6,325 |
| QUALTRICS INTL INC COM CL A | P | 2021-04-28 | 2022-07-05 | $2,570 | $8,375 | -$5,805 | -$5,805 |
| QUALTRICS INTL INC COM CL A | P | 2021-04-29 | 2022-07-05 | $1,285 | $4,038 | -$2,753 | -$2,753 |
| QUALTRICS INTL INC COM CL A | P | 2021-05-03 | 2022-07-05 | $2,570 | $7,992 | -$5,422 | -$5,422 |
| QUALTRICS INTL INC COM CL A | P | 2021-05-04 | 2022-07-05 | $2,570 | $7,520 | -$4,950 | -$4,950 |
| QUALTRICS INTL INC COM CL A | P | 2021-05-05 | 2022-07-05 | $1,285 | $3,636 | -$2,351 | -$2,351 |
| QUALTRICS INTL INC COM CL A | P | 2021-05-07 | 2022-07-05 | $1,285 | $3,525 | -$2,240 | -$2,240 |
| RITHM CAPITAL CORP COM NEW | P | 2020-03-24 | 2022-08-29 | $9,810 | $5,036 | $4,774 | $4,774 |
| RITHM CAPITAL CORP COM NEW | P | 2017-05-08 | 2022-08-29 | $68,688 | $110,600 | -$41,912 | -$41,912 |
| ROKU INC COM CL A | P | 2018-11-09 | 2022-06-08 | $24,628 | $9,927 | $14,701 | $14,701 |
| SOFI TECHNOLOGIES INC COM | P | 2022-04-20 | 2022-07-06 | $1,473 | $1,745 | -$272 | -$272 |
| SOFI TECHNOLOGIES INC COM | P | 2021-10-21 | 2022-07-06 | $2,947 | $10,450 | -$7,503 | -$7,503 |
| SOFI TECHNOLOGIES INC COM | P | 2021-11-24 | 2022-07-06 | $1,473 | $4,738 | -$3,265 | -$3,265 |
| TELADOC HEALTH INC COM | P | 2021-03-08 | 2022-08-10 | $940 | $4,588 | -$3,648 | -$3,648 |
| TELADOC HEALTH INC COM | P | 2021-03-25 | 2022-08-10 | $940 | $4,276 | -$3,336 | -$3,336 |
| TELADOC HEALTH INC COM | P | 2021-03-29 | 2022-08-10 | $940 | $4,197 | -$3,257 | -$3,257 |
| TELADOC HEALTH INC COM | P | 2021-06-18 | 2022-08-10 | $1,879 | $7,550 | -$5,671 | -$5,671 |
| TELADOC HEALTH INC COM | P | 2020-08-11 | 2022-08-10 | $940 | $4,603 | -$3,663 | -$3,663 |
| TELADOC HEALTH INC COM | P | 2020-09-01 | 2022-08-10 | $940 | $5,258 | -$4,318 | -$4,318 |
| TELADOC HEALTH INC COM | P | 2020-09-04 | 2022-08-10 | $1,879 | $9,308 | -$7,429 | -$7,429 |
| TELADOC HEALTH INC COM | P | 2021-10-06 | 2022-08-10 | $1,879 | $6,058 | -$4,179 | -$4,179 |
| TELADOC HEALTH INC COM | P | 2020-11-18 | 2022-08-10 | $940 | $4,438 | -$3,498 | -$3,498 |
| THE TRADE DESK INC COM CL A | P | 2020-01-28 | 2022-08-11 | $36,230 | $13,427 | $22,803 | $22,803 |
| UNITY SOFTWARE INC COM | P | 2021-02-10 | 2022-07-01 | $1,844 | $6,383 | -$4,539 | -$4,539 |
| UNITY SOFTWARE INC COM | P | 2021-03-03 | 2022-08-08 | $2,500 | $5,194 | -$2,694 | -$2,694 |
| UNITY SOFTWARE INC COM | P | 2021-03-04 | 2022-08-08 | $5,000 | $9,782 | -$4,782 | -$4,782 |
| UNITY SOFTWARE INC COM | P | 2021-03-24 | 2022-08-08 | $5,000 | $9,275 | -$4,275 | -$4,275 |
| UNITY SOFTWARE INC COM | P | 2020-10-23 | 2022-07-01 | $7,375 | $19,760 | -$12,385 | -$12,385 |
| UPSTART HLDGS INC COM | P | 2022-01-14 | 2022-08-11 | $2,431 | $8,242 | -$5,811 | -$5,811 |
| UPSTART HLDGS INC COM | P | 2022-01-19 | 2022-08-11 | $3,241 | $10,599 | -$7,358 | -$7,358 |
| UPSTART HLDGS INC COM | P | 2022-01-27 | 2022-08-11 | $3,241 | $8,880 | -$5,639 | -$5,639 |
| UPSTART HLDGS INC COM | P | 2022-04-12 | 2022-08-11 | $3,241 | $8,423 | -$5,182 | -$5,182 |
| UPSTART HLDGS INC COM | P | 2022-04-20 | 2022-08-11 | $3,241 | $7,935 | -$4,694 | -$4,694 |
| UPSTART HLDGS INC COM | P | 2021-11-17 | 2022-07-01 | $3,192 | $25,490 | -$22,298 | -$22,298 |
| UPSTART HLDGS INC COM | P | 2021-11-26 | 2022-07-01 | $798 | $5,100 | -$4,302 | -$4,302 |
| UPSTART HLDGS INC COM | P | 2021-12-15 | 2022-07-01 | $2,394 | $11,782 | -$9,388 | -$9,388 |
| UPSTART HLDGS INC COM | P | 2021-12-15 | 2022-08-11 | $810 | $3,752 | -$2,942 | -$2,942 |
| ZILLOW GROUP INC CL C CAP STK | P | 2021-08-31 | 2022-01-14 | $5,464 | $9,840 | -$4,376 | -$4,376 |
| ZILLOW GROUP INC CL C CAP STK | P | 2021-09-01 | 2022-01-14 | $5,464 | $9,740 | -$4,276 | -$4,276 |
| ZILLOW GROUP INC CL C CAP STK | P | 2021-09-15 | 2022-01-14 | $5,464 | $9,152 | -$3,688 | -$3,688 |
| ZILLOW GROUP INC CL C CAP STK | P | 2021-09-29 | 2022-01-14 | $5,464 | $8,877 | -$3,413 | -$3,413 |
| ZILLOW GROUP INC CL C CAP STK | P | 2021-10-01 | 2022-01-14 | $5,464 | $8,579 | -$3,115 | -$3,115 |
| TPI COMPOSITES INC COM | P | 2018-03-12 | 2021-11-12 | $33,798 | $25,355 | $8,443 | $8,443 |
| ZSCALER INC COM | P | 2019-07-30 | 2021-10-21 | $15,019 | $3,327 | $11,692 | $11,692 |
| SPLUNK INC COM | P | 2020-01-22 | 2021-09-01 | $38,705 | $38,982 | -$277 | -$277 |
| INSEEGO CORP COM | P | 2021-02-22 | 2021-09-16 | $2,048 | $4,117 | -$2,069 | -$2,069 |
| INSEEGO CORP COM | P | 2021-02-25 | 2021-09-16 | $819 | $1,444 | -$625 | -$625 |
| INSEEGO CORP COM | P | 2021-03-03 | 2021-11-03 | $3,125 | $5,100 | -$1,975 | -$1,975 |
| INSEEGO CORP COM | P | 2021-03-04 | 2021-11-03 | $6,441 | $9,290 | -$2,849 | -$2,849 |
| INSEEGO CORP COM | P | 2021-03-02 | 2021-09-16 | $1,229 | $1,619 | -$390 | -$390 |
| INSEEGO CORP COM | P | 2021-03-02 | 2021-11-02 | $619 | $1,079 | -$460 | -$460 |
| INSEEGO CORP COM | P | 2021-03-02 | 2021-11-03 | $5,625 | $9,711 | -$4,086 | -$4,086 |
| INSEEGO CORP COM | P | 2021-04-14 | 2021-11-03 | $3,221 | $4,500 | -$1,279 | -$1,279 |
| ALPHABETH INC CAP STK | P | 2020-01-01 | 2022-07-18 | $167,063 | $167,063 | $167,063 | |
| CAPITAL GAINS DIVIDENDS | P | $24,511 | $24,511 | $24,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $182,437 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$155,959 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,116 | 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 | $18,116 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,167 | OverpaymentAmt |
| Applied To ES Tax | $11,167 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | DR JEPHTHA TAUSIG | IndividualWithBooksNm |
| Phone | 2125959348 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 WEST 187 STREET STE 609 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10033 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| EVA MARIA TAUSIG | ||||||||
| 5 THURSTONS COURT | NANTUCKET | MA | 02554 | PRESIDENT AS REQ'D | 0.00 | $0 | $0 | $0 |
| ERNEST H FRANK | ||||||||
| 863 KERRY DOWNS CIRCLE | MELBOURNE | FL | 32940 | V.P.,TREASURER AS REQ'D | 0.00 | $0 | $0 | $0 |
| DR JEPHTHA TAUSIG | ||||||||
| 736 WEST 187 ST APT 609 | NEW YORK | NY | 10033 | SECRETARY AS REQ'D | 0.00 | $0 | $0 | $0 |
| KASARA GAGE | ||||||||
| 1019 PALMER HILL ROAD | WAITSFIELD | VT | 05673 | BOARD MEMBER AS REQ'D | 0.00 | $0 | $0 | $0 |
| SAMANTHA FRANK STARR | ||||||||
| 1244 SMITH HILL ROAD | EAST MEREDITH | NY | 13757 | BOARD MEMBER AS REQ'D | 0.00 | $0 | $0 | $0 |
| ELFRIEDE E-B WALDEN | ||||||||
| 43 JENNIE LANE | ELIOT | ME | 03903 | BOARD MEMBER AS REQ'D | 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 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,088,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $643,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,732,297 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,732,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,481,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $824,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $824,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,949 | TotalTaxAmt |
| Distributable Before Adj | $817,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $817,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $817,117 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $781,068 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $781,068 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $817,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $716,793 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $781,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $716,793 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,275 | 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 | $752,842 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (186 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 12 METER YACHT CLUB | ||||||||||||
| 12 BOWENS WHARF | NEWPORT | RI | 02840 | PC | GENERAL CHARITABLE | $3,000 | ||||||
| 12 METER YACHT DEVELOPMENT FDN | ||||||||||||
| 12 BOWENS WHARF | NEWPORT | RI | 02840 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| ALZHEIMER'S DISEASE RESEARCH C | ||||||||||||
| 1399 PARK AVE | NEW YORK | NY | 10029 | PC | GENERAL CHARITABLE | $3,000 | ||||||
| AMERICAN PARKINSON'S DIS FDN | ||||||||||||
| PARKINSON PLAZA 135 PARKINSON AVE | STATEN ISLAND | NY | 10305 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| ARTISTS ASSOCIATION OF NANTUCKET | ||||||||||||
| 19 WASHINGTON ST | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| ASSOC FOR RETARDED CHILDREN | ||||||||||||
| 83 MAIDEN LANE | NEW YORK | NY | 10038 | PC | GENERAL CHARITABLE | $2,500 | ||||||
| AWARE NONPROFIT | ||||||||||||
| 1001 PACIFIC AVENUE SUITE 400 | TACOMA | WA | 98402 | PC | GENERAL CHARITABLE | $500 | ||||||
| BANNERMAN CASTLE TRUST | ||||||||||||
| PO BOX 843 | GLENHAM | NY | 125270843 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| BARD COLLEGE | ||||||||||||
| 30 CAMPUS RD | ANNANDALEONHUDSON | NY | 12504 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| BASCOM PALMER EYE INSTITUTE | ||||||||||||
| 900 NW 17TH ST 2ND FLOOR | MIAMI | FL | 33136 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| BLACK ROCK FOREST | ||||||||||||
| 65 RESERVOIR RD | CORNWALL | NY | 12518 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| BOHEMIANSTHE | ||||||||||||
| 3 WASHINGTON SQUARE VILLAGE 14-L | NEW YORK | NY | 100121808 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| BROOKLYN BOTANIC GARDENS | ||||||||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | PC | GENERAL CHARITABLE | $500 | ||||||
| CARE | ||||||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| CAMP TO BELONG | ||||||||||||
| PO BOX 1122 | LITTLETON | MA | 01460 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| CARNEGIE HALL | ||||||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| CATSKILLS FLY FISHING CENTER | ||||||||||||
| 1031 OLD ROUTE 17 PO BOX 1295 | LIVINGSTON MANOR | NY | 12759 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| CHARITY NAVIGATOR | ||||||||||||
| 139 HARRISTOWN RD SUITE 101 | GLEN ROCK | NJ | 07452 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| CHARITY WATER | ||||||||||||
| 40 WORTH ST STUIE 829 | NEW YORK | NY | 10013 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| CHILDREN'S HEALTH FUND | ||||||||||||
| 215 WEST 125TH ST SUITE 301 | NEW YORK | NY | 10027 | PC | GENERAL CHARITABLE | $15,000 | ||||||
| CLIFF ISLAND CORP FOR ACE | ||||||||||||
| 11 WHARF RD | CLIFF ISLAND | ME | 04019 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| COLONIAL WMSBG | ||||||||||||
| 401 W DUKE OF GLOUCESTER ST | WILLIAMSBURG | VA | 23185 | PC | GENERAL CHARITABLE | $20,000 | ||||||
| COLUMBIA U ART HISTORY DEPT | ||||||||||||
| 1190 AMSTERDAM AVE | NEW YORK | NY | 10027 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| COMMUNITY FOOD BANK OF NJ | ||||||||||||
| 31 EVANS TERMINAL RD 1 | HILLSIDE | NJ | 07205 | PC | GENERAL CHARITABLE | $500 | ||||||
| COMMUNITY SERVINGS | ||||||||||||
| 179 AMORY ST | JAMAICA PLAIN | MA | 02130 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| COOLEY-DICKINSON HOSPITAL | ||||||||||||
| 30 LOCUST ST | NORTHAMPTON | MA | 01060 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| CPAWS | ||||||||||||
| PC | GENERAL CHARITABLE | $1,000 | 100 GLOUCESTER ST SUITE 600 | OTTAWA | CA | ON K2P 0A4 | ||||||
| CROSSET BROOK MIDSCH PTO | ||||||||||||
| 5672 VERMONT RTE 100 | DUXBURY | VT | 05676 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| CURTIS INSTITUTE FOR MUSIC | ||||||||||||
| 1726 LOCUST ST | PHILADELPHIA | PA | 19103 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| DANCING CLASSROOMS | ||||||||||||
| 1350 6TH AVE 2ND FLOOR | NEW YORK | NY | 10019 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| DIGNITY MATTERS | ||||||||||||
| PO BOX 72 | WAYLAND | MA | 01778 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| ELDER SERVICES OF CAPE COD & IS | ||||||||||||
| 68 ROUTE 134 | SOUTH DENNIS | MA | 02660 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| ELECTRONIC INTIFADA THE | ||||||||||||
| 1507 E 53RD STREET 500 | CHICAGO | IL | 60615 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| ENSO CENTER | ||||||||||||
| 8708 196TH AVE NE | REDMOND | WA | 98053 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| EVERYTOWN FOR GUN SAFETY SUPFD | ||||||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| EYE BANK FOR SIGHT RESTORATION | ||||||||||||
| 120 WALL ST | NEW YORK | NY | 100053902 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| FAMILY AID BOSTON | ||||||||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| FOOTPRINTS FOOD PANTRY | ||||||||||||
| 37 OLD POST ROAD | KITTERY | ME | 03904 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| FOOTPRINTS FOOD PANTRY | ||||||||||||
| 37 OLD POST ROAD | KITTERY | ME | 03904 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| FRICK COLLECTION THE | ||||||||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | PC | GENERAL CHARITABLE | $1,205 | ||||||
| FRIENDS OF DRESDEN MUSIC FDN | ||||||||||||
| 8 HALIDON AVENUE | NEWPORT | RI | 02840 | PC | GENERAL CHARITABLE | $500 | ||||||
| GARDEN CONSERVANCY THE | ||||||||||||
| PO BOX 608 | GARRISON | NY | 10524 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| GLOBAL ARTS LIVE | ||||||||||||
| 720 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| GREEN AMERICA | ||||||||||||
| 1612 K ST NW 600 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| GREEN NEWTON | ||||||||||||
| PO BOX 590242 | NEWTON CENTER | MA | 02459 | PC | GENERAL CHARITABLE | $500 | ||||||
| GROLIER CLUB | ||||||||||||
| 47 E 60TH ST | NEW YORK | NY | 10022 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| GUGGENHEIM WORKS & PROCESS | ||||||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | GENERAL CHARITABLE | $500 | ||||||
| GUIDING EYES FOR THE BLIND | ||||||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 105989998 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| HANNAH'S HOUSE | ||||||||||||
| 859 OLD COUNTRY RD | WAITSFIELD | VT | 05673 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| HEALTH ADVOCATES 4 OLDER PEOPLE | ||||||||||||
| 155 EAST 44TH ST 6TH FL | NEW YORK | NY | 10017 | PC | GENERAL CHARITABLE | $8,000 | ||||||
| HISPANIC SOC OF AMERICA | ||||||||||||
| 613 WEST 155TH STREET | NEW YORK | NY | 10032 | PC | GENERAL CHARITABLE | $4,000 | ||||||
| HISTORIC NEW ENGLAND | ||||||||||||
| 151 ESSEX ST | HAVERHILL | MA | 01832 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| HOMESTEAD THE | ||||||||||||
| 115 MAIN ST | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| HUDSON RIVER COMMUNITY SAIL | ||||||||||||
| 207 12TH AVE | NEW YORK | NY | 10001 | PC | GENERAL CHARITABLE | $4,500 | ||||||
| HUDSON RIVER COMMUNITY SAIL | ||||||||||||
| 207 12TH AVE | NEW YORK | NY | 10001 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| HUDSON RIVER COMMUNITY SAIL | ||||||||||||
| 207 12TH AVE | NEW YORK | NY | 10001 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| HUNTINGTON THEATER | ||||||||||||
| 264 HUNTINGTON AVE 4606 | BOSTON | MA | 02115 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| INTER YACHT RESTORAT'N | ||||||||||||
| 449 THAMES STREET | NEWPORT | RI | 02840 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| INTERNATIONAL RESCUE COMM | ||||||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | PC | GENERAL CHARITABLE | $4,000 | ||||||
| INTERNATIONAL YACHT RESTOR SCH | ||||||||||||
| 449 THAMES STREET | NEWPORT | RI | 02840 | PC | GENERAL CHARITABLE | $1,500 | ||||||
| INTN'L RESCUE COMMITTEE | ||||||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| ISABELLA STUART GARDNER MUSEUM | ||||||||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| JANE FUND OF CENTRAL MASS | ||||||||||||
| PO BOX 562 | HOLDEN | MA | 01520 | PC | GENERAL CHARITABLE | $4,000 | ||||||
| JOHNSON STRING PROJECT | ||||||||||||
| 1029 CHESTNUT STREET | NEWTON UPPER FALLS | MA | 02464 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| JUVENILE DIABETIS RESEARCH FDN | ||||||||||||
| 200 VESEY ST 28TH FL | NEW YORK | NY | 10281 | PC | GENERAL CHARITABLE | $2,500 | ||||||
| KESTREL LAND TRUST | ||||||||||||
| 284 N PLEASANT ST | AMHERST | MA | 01002 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| LAKE WASHINGTON SCHOOLS FDN | ||||||||||||
| 16250 NE 74TH ST | REDMOND | WA | 98052 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| LAKESIDE SCHOOL | ||||||||||||
| 14050 1ST AVE NE | SEATTLE | WA | 98125 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| LEAGUE OF WOMEN VOTERS-ED FUND | ||||||||||||
| 4 WEST 43RD ST SUITE 615 | NEW YORK | NY | 100367408 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| LEO BAECK INSTITUTE | ||||||||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| LINDA LORING FOUNDATION | ||||||||||||
| 110 EEL POINT RD | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| LONG LAKE ASSOCIATION INC | ||||||||||||
| 2100 NICOLE DR | PORT JEFFERSON STATION | NY | 11776 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| LOON PRESERVATION COMM | ||||||||||||
| 183 LEES MILL RD | MOULTONBOROUGH | NH | 03254 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| MAD RIVER PATH ASSOC | ||||||||||||
| 4061 MAIN ST | WAITSFIELD | VT | 05673 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| MAD RIVER VALLEY SOCCER ASSOC | ||||||||||||
| PO BOX 1781 | WAITSFIELD | VT | 05673 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| MARIA MITCHELL ASSOCIATION | ||||||||||||
| 4 VESTAL ST | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| MASS AUDUBON | ||||||||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| MEMORIAL SLOAN KETTERING | ||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| MET MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | PC | GENERAL CHARITABLE | $4,062 | ||||||
| MET OPERA LAFFONT AUDITIONS | ||||||||||||
| 30 LICOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| METR OPOLITAN OPERA | ||||||||||||
| 30 LICOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL CHARITABLE | $15,000 | ||||||
| METROPOLITAN OPERA GUILD | ||||||||||||
| 30 LICOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL CHARITABLE | $500 | ||||||
| MOHONK PRESERVATION INC | ||||||||||||
| 3197 ROUTE 44 55 | GARDINER | NY | 12525 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| MOMA | ||||||||||||
| 11 W 53 ST | NEW YORK | NY | 10019 | PC | GENERAL CHARITABLE | $550 | ||||||
| MT SINAI HOSPITAL AUXILIARY | ||||||||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | PC | GENERAL CHARITABLE | $3,000 | ||||||
| MT SINAI SCHOOL OF NURSING | ||||||||||||
| 148 E 126TH ST | NEW YORK | NY | 10035 | PC | GENERAL CHARITABLE | $4,500 | ||||||
| MUSEUM OF FINE ARTS | ||||||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| MUSEUM OF SCIENCE | ||||||||||||
| 47-01 111TH ST | QUEENS | NY | 11368 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| MUSICIANS FOUNDATION | ||||||||||||
| 875 6TH AVE | NEW YORK | NY | 10001 | PC | GENERAL CHARITABLE | $15,000 | ||||||
| MYSA SCHOOL INC | ||||||||||||
| 1500 HARVARD ST NW | WASHINGTON | DC | 20009 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| NANTUCKET ARTS COUNCIL | ||||||||||||
| PO BOX 1267 | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NANTUCKET ATHENEUM | ||||||||||||
| ZERO MAIN ST | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| NANTUCKET BOOK FOUNDATION | ||||||||||||
| PO BOX 3531 | NANTUCKET | MA | 02584 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| NANTUCKET BOYS & GIRLS CLUB | ||||||||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NANTUCKET CENTER 4 ELDER AFFAIRS | ||||||||||||
| 81 WASHINGTON ST | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NANTUCKET COMM MUSIC CENTER | ||||||||||||
| PO BOX 1352 | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NANTUCKET COMMUNITY SAILING | ||||||||||||
| 4 WINTER ST | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $15,000 | ||||||
| NANTUCKET COTTAGE HOSPITAL | ||||||||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $4,000 | ||||||
| NANTUCKET GARDEN CLUB SCHOLAR | ||||||||||||
| PO BOX 627 | NANTUCKET | MA | 025540627 | PC | GENERAL CHARITABLE | $2,500 | ||||||
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| NANTUCKET INTERFAITH COUNCIL | ||||||||||||
| PO BOX 2957 | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $15,000 | ||||||
| NANTUCKET LAND COUNCIL | ||||||||||||
| PO BOX 502 | NANTUCKET | MA | 025540502 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| NANTUCKET MUSICAL ARTS SOC MATCH | ||||||||||||
| PO BOX 897 | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $25,000 | ||||||
| NANTUCKET MUSICAL ARTS SOCIETY | ||||||||||||
| PO BOX 897 | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| NATIONAL DANCE INSTITUTE | ||||||||||||
| 217 WEST 147TH ST | NEW YORK | NY | 10039 | PC | GENERAL CHARITABLE | $15,000 | ||||||
| NATIONAL DANCE INSTITUTE | ||||||||||||
| 217 WEST 147TH ST | NEW YORK | NY | 10039 | PC | GENERAL CHARITABLE | $4,200 | ||||||
| NATIONAL DANCE INSTITUTE (MEM) | ||||||||||||
| 217 WEST 147TH ST | NEW YORK | NY | 10039 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NATIONAL MUSIC MUSEUM | ||||||||||||
| 414 E CLARK ST | VERMILLION | SD | 57069 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NATIVE PLANT TRUST | ||||||||||||
| 180 HEMENWAY RD | FRAMINGHAM | MA | 01701 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NEW LEAMING JOURNEY | ||||||||||||
| ATTN SCULPTURE SCHOOL 700 BRAGG | FAYSTON | VT | 05673 | PC | GENERAL CHARITABLE | $2,000 | HILL RD | |||||
| NEW SCHOOL UNIVERSITY | ||||||||||||
| 66 WEST 12TH ST | NEW YORK | NY | 10011 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| NEW YORK BOTANICAL GARDEN | ||||||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 104585126 | PC | GENERAL CHARITABLE | $900 | ||||||
| NEW YORK CITY BALLET | ||||||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL CHARITABLE | $800 | ||||||
| NEW YORK CITY BALLET | ||||||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL CHARITABLE | $2,415 | ||||||
| NEW YORK FOUNDAT'N FOR ELDERCARE | ||||||||||||
| 171 MADISON AVE 202 | NEW YORK | NY | 10016 | PC | GENERAL CHARITABLE | $3,000 | ||||||
| NEW YORK JUNIOR LEAGUE | ||||||||||||
| 130 EAST 80TH ST | NEW YORK | NY | 10075 | PC | GENERAL CHARITABLE | $30,000 | ||||||
| NEW YORK UNIVERSITY | ||||||||||||
| NYU OFFICE OF GIFT ADMINISTRATION | HAGERSTOWN | MD | 217419993 | PC | GENERAL CHARITABLE | $2,000 | PO BOX 6706 | |||||
| NEW YORK YACHT CLUB FDN | ||||||||||||
| 37 W 44TH ST | NEW YORK | NY | 10036 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NEWTON FOOD PANTRY | ||||||||||||
| 1000 COMMONWEALTH AVE | NEWTON | MA | 02459 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NEWTON FREE LIBRARY | ||||||||||||
| 330 HOMER ST | NEWTON | MA | 02459 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NISHA | ||||||||||||
| 11 CROOKED LANE | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $1,500 | ||||||
| NUDAY SYRIA UKRAINE | ||||||||||||
| PO BOX 4521 | WINDHAM | NH | 03087 | PC | GENERAL CHARITABLE | $4,000 | ||||||
| NUDAY SYRIA UKRAINE | ||||||||||||
| PO BOX 4521 | WINDHAM | NH | 03087 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NY BOTANICAL GARDEN | ||||||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 104585126 | PC | GENERAL CHARITABLE | $300 | ||||||
| OVERLAK E SCHOOL THE | ||||||||||||
| 20301 NE 108TH ST | REDMOND | WA | 98053 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| PACIFIC NORTHWEST CHESS CENTER | ||||||||||||
| 12020 113TH AVE NE | KIRKLAND | WA | 98034 | PC | GENERAL CHARITABLE | $2,500 | ||||||
| PARKER JEWISH INSTITUTE FDN | ||||||||||||
| 271-11 7TH AVE | QUEENS | NY | 11040 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| PASCON | ||||||||||||
| 57 S PROSPECT ST | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| PLANNED PARENTHOOD OF MA | ||||||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE | $4,000 | ||||||
| PLEIADES NETW ORK | ||||||||||||
| 197 COUNTY ROUTE 10 | GERMANTOWN | NY | 12526 | PC | GENERAL CHARITABLE | $500 | ||||||
| POWELL RIVER SALMON SOCIETY | ||||||||||||
| PC | GENERAL CHARITABLE | $1,000 | 5775 ASH AVE | POWELL RIVER | CA | BC V8A 4R3 | ||||||
| PROFESSIONAL CHILDREN'S SCHOOL | ||||||||||||
| 132 W 60TH ST | NEW YORK | NY | 10023 | PC | GENERAL CHARITABLE | $30,000 | ||||||
| PROJECT HEALING WATERS | ||||||||||||
| POST OFFICE BOX 695 | LAPLATA | MD | 20646 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| RARE BOOK SCHOOL | ||||||||||||
| PO BOX 40010 | CHARLOTTESVILLE | VA | 22904 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| REDMOND HIGH SCHOOL PFSA | ||||||||||||
| 17272 NE 104TH ST | REDMOND | WA | 98052 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| ROCKING BOAT | ||||||||||||
| 812 EDGEWATER RD | THE BRONX | NY | 10474 | PC | GENERAL CHARITABLE | $900 | ||||||
| RONALD MCDONALD HOUSE OF DALLAS | ||||||||||||
| 4707 BENGAL ST | DALLAS | TX | 75235 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| ROOSEVELT UNIVERSITY | ||||||||||||
| 430S MICHIGAN AVE | CHICAGO | IL | 60605 | PC | GENERAL CHARITABLE | $40,000 | ||||||
| SAFE AT HOME | ||||||||||||
| 55 WEST 39TH STSUITE 600 | NEW YORK | NY | 10018 | PC | GENERAL CHARITABLE | $25,000 | ||||||
| SAFE PLACE A | ||||||||||||
| 5B WINDY WAY | NANTUCKET | MA | 025542776 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SAILING MUSEUM | ||||||||||||
| 365 THAMES ST | NEWPORT | RI | 02840 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| SANDY HOOK PROMISE FDN | ||||||||||||
| 13 CHURCH HILL RD | NEWTOWN | CT | 06470 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SCOTTISH RITE HOSPITAL FOR CHILDREN | ||||||||||||
| 2222 WELBORN ST | DALLAS | TX | 75219 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| SEACOAST REPERTORY THEATRE | ||||||||||||
| 125 BOW ST | PORTSMOUTH | NH | 03801 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SEACOAST SCIENCE CENTER | ||||||||||||
| 570 OCEAN BLVD | RYE | NH | 03870 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SEATTLE CHESS CLUB | ||||||||||||
| 7212 WOODLAWN AVE NE | SEATTLE | WA | 98115 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| SEATTLE HUMANE | ||||||||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| THE SECOND STEP INC | ||||||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| SEMPER FI FUND | ||||||||||||
| 825 COLLEGE BLVD SUITE 102 PMB 609 | OCEANSIDE | CA | 92057 | PC | GENERAL CHARITABLE | $3,000 | ||||||
| SHELBURNE FARMS | ||||||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | PC | GENERAL CHARITABLE | $2,500 | ||||||
| SHELBURNE FARMS | ||||||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | PC | GENERAL CHARITABLE | $10,000 | ||||||
| SHOALS MARINE LABORATORY | ||||||||||||
| 113 8 COLLEGE ROAD | DURHAM | NH | 03824 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SITKA MUSIC FESTIVAL | ||||||||||||
| PO BOX 3333 | SITKA | AK | 99835 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SMALL FRIENDS ON NANTUCKET | ||||||||||||
| 21 NOBADEER FARM RD | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| SOLES4SOULS | ||||||||||||
| 319 MARTINGALE DRIVE | OLD HICKORY | TN | 37138 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| SQUAM LAKE NATURAL SCI CENTER | ||||||||||||
| 23 SCIENCE CENTER RD | HOLDERNESS | NH | 03245 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| ST HILDA'S & ST HUGH'S | ||||||||||||
| 619 W 114TH ST | NEW YORK | NY | 10025 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| ST JUDES HOSPITAL | ||||||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| STANFORD UNIVERSITY | ||||||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | PC | GENERAL CHARITABLE | $3,000 | ||||||
| STAR ISLAND CORP | ||||||||||||
| 30 MIDDLE STREET | PORTSMOUTH | NH | 03801 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| STREET SQUASH | ||||||||||||
| 41 W 115TH ST | NEW YORK | NY | 10026 | PC | GENERAL CHARITABLE | $500 | ||||||
| SUSTAINABLE NANTUCKET | ||||||||||||
| 14 FEDERAL ST | NANTUCKET | MA | 02554 | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SYRACUSE SHAKESPEARE FESTCORP | ||||||||||||
| 350 W FAYETTE ST RM 001 | SYRACUSE | NY | 13202 | PC | GENERAL CHARITABLE | $4,000 | ||||||
| TEACHER'S COLLEGE | ||||||||||||
| 525 W 120TH ST 91 | NEW YORK | NY | 10027 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| THE TOWN SCHOOL | ||||||||||||
| 540 E 76TH ST | NEW YORK | NY | 10021 | PC | GENERAL CHARITABLE | $500 | ||||||
| TRINITY SCHOOL | ||||||||||||
| 540 E 76TH SR | NEW YORK | NY | 10021 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| TROUT UNLIMITED | ||||||||||||
| 1777 N KENT ST SUITE 100 | ARLINGTON | VA | 222092110 | PC | GENERAL CHARITABLE | $1,500 | ||||||
| THE TRUSTEES OF RESERVATIONS | ||||||||||||
| 200 HIGH ST | BOSTON | MA | 02110 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| UNIVERSITY OF FLORIDA | ||||||||||||
| PO BOX 113201 | GAINESVILLE | FL | 32611 | PC | GENERAL CHARITABLE | $15,000 | ||||||
| UCSB | ||||||||||||
| DEPT OF RECREATION MC 3025 516 | SANTA BARBARA | CA | 931063025 | PC | GENERAL CHARITABLE | $4,000 | OCEAN RD | |||||
| UNITE TO LIGHT | ||||||||||||
| 1117 STATE ST | SANTA BARBARA | CA | 93101 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| UNIVERSITY OF CHICAGO LIBRARY | ||||||||||||
| 5730 S ELLIS AVE | CHICAGO | IL | 60637 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| UNIVERSITY OF FLORIDA | ||||||||||||
| PO BOX 113201 | GAINESVILLE | FL | 32611 | PC | GENERAL CHARITABLE | $25,000 | ||||||
| UNIVERSITY OF MICHIGAN | ||||||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| UPSTATE MEDICAL ALUMNI ASSOC | ||||||||||||
| SETNOR ACADEMIC BUILDING 1510 750 E | SYRACUSE | NY | 13210 | PC | GENERAL CHARITABLE | $500 | ADAMS ST | |||||
| WBUR | ||||||||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| WCAI | ||||||||||||
| PO BOX 8328 | COLUMBIA | SC | 292028328 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| WGBH | ||||||||||||
| ONE GUEST ST | BOSTON | MA | 02205 | PC | GENERAL CHARITABLE | $1,500 | ||||||
| WGBH | ||||||||||||
| ONE GUEST ST | BOSTON | MA | 02205 | PC | GENERAL CHARITABLE | $1,500 | ||||||
| WINGS OF THE DAWN BIRD SANCT'Y | ||||||||||||
| 64 LIBERTY HILL RD | HENNIKER | NH | 03242 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| WOOLMAN QUAKER RETREAT | ||||||||||||
| 107 KEETS RD | DEERFIELD | MA | 01342 | PC | GENERAL CHARITABLE | $5,000 | ||||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | GENERAL CHARITABLE | $3,000 | ||||||
| WORLD WILDLIFE FUND | ||||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| YELLOWSTONE FOREVER | ||||||||||||
| PO BOX 1857 | BOZEMAN | MT | 597711857 | PC | GENERAL CHARITABLE | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $743,832 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $182,437 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $528,186 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $528,186 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY | $6,910,824 | $9,244,422 |
| CHARLES SCHWAB | $1,514,960 | $2,049,045 |
| NEUBERGER BERMAN | $2,879,903 | $2,709,044 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,076 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25,076 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AD FEE-NY LAW JOURNAL | $160 | $0 | $0 | $160 |
| FILING FEES | $750 | $0 | $0 | $750 |
| INVESTMENT FEES | $28,232 | $28,232 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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