BETA

CLERMONT FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CLERMONT FOUNDATION (EIN 04-6772671)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-02
IRS object ID
202311229349101901
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-02T10:19:58-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD STE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022102150ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046772671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLERMONT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLERBusinessNameControlTxt
Phone6175631900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO HOWARD COX 220 BOYLSTON ST 15AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD E COX JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6175631900PhoneNum
Signature2023-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastCOX JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK V GRAZIANOPreparerPersonNm
PTINP00218274PTIN
Phone6175305000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$32,851,689FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,298,830ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$827,247DividendsRevAndExpnssAmt
Dividends Net Invst Incm$827,247DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,289,814NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,297,160GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,289,814CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,415,891TotalRevAndExpnssAmt
Total Net Invst Incm$10,117,061TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,528CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$10,528CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,982AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,982AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$120,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$161,510TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,510TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$772,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$772,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$934,260TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,000TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$789,260TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,481,631ExcessRevenueOverExpensesAmt
Net Investment Income$10,092,061NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,246,446SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,598,619SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,598,619SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$105,000CorporateStockBOYAmt
Corporate Stock EOY$105,000CorporateStockEOYAmt
Corporate Stock EOYFMV$450,000CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,836,108CorporateBondsBOYAmt
Corporate Bonds EOY$11,684,609CorporateBondsEOYAmt
Corporate Bonds EOYFMV$15,803,070CorporateBondsEOYFMVAmt
Total Assets BOY$19,187,554TotalAssetsBOYAmt
Total Assets EOY$28,388,228TotalAssetsEOYAmt
Total Assets EOYFMV$32,851,689TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$19,187,554CapitalStockBOYAmt
Capital Stock EOY$28,388,228CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,187,554TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,388,228TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,187,554TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,388,228TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,187,554TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,481,631ExcessRevenueOverExpensesAmt
Other Increases$10,528OtherIncreasesAmt
Subtotal$37,679,713SubtotalAmt
Other Decreases$9,291,485OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$28,388,228TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
10,000 SHS STRYKER CORPD2022-05-24$2,307,238$2,307,238$2,307,238
6,000 SHS UNITEDHEALTH GROUP INCD2022-07-27$3,191,941$3,191,941$3,191,941
6,000 SHS PALO ALTO NETWORKS INCD2022-04-21$3,797,981$3,790,635$3,790,635$7,346
FieldValueIRS element (for citing)
Capital Gain Net Income$9,289,814CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$140,280InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$140,280SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$140,280TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$154,831EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$154,831TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$14,551OverpaymentAmt
Applied To ES Tax$14,551AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBROWN ADVISORY CORPIndividualWithBooksNm
Phone8572442202PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 HIGH STREET 27TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HOWARD E COX JR
220 BOYLSTON STREET 1510BOSTONMA02216TRUSTEE2.00$0$0$0
JULIE DOE
220 BOYLSTON STREET 1510BOSTONMA02216CHIEF ADMINISTRATIVE OFFICER2.00$10,528$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,798,696AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,968,185AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,766,881TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,766,881AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$416,503CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,350,378NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,367,519MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,367,519MinimumInvestmentReturnAmt
Tax Based On Investment Income$140,280TaxBasedOnInvestmentIncomeAmt
Total Tax$140,280TotalTaxAmt
Distributable Before Adj$1,227,239DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,227,239DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,227,239DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$789,260ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$789,260QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,227,239DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,999,775ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,211,384ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,885,087ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,301,299ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,798ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,465,343TotalExcessDistributionCyovAmt
Qualifying Distributions$789,260QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$789,260AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$437,979ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$437,979ExcessDistributionCyovAppCYAmt
Total Corpus$11,027,364TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,561,796ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,465,568ExcessDistriCyovToNextYrAmt
Excess From Year4$2,211,384ExcessFromYear4Amt
Excess From Year3$2,885,087ExcessFromYear3Amt
Excess From Year2$3,301,299ExcessFromYear2Amt
Excess From Year1$67,798ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHOWARD E COX JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BATH AND TENNIS CLUB HISTORIC FOUNDATION
1170 S OCEAN BLVDPALM BEACHFL33480PCGENERAL OPERATING$1,000
BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY
800 NORTHPOINT PKWY STE 204WEST PALM BEACHFL33407PCGENERAL OPERATING$37,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115PCGENERAL OPERATING$60,000
BUSINESS EXECUTIVES FOR NATIONAL SECURITY
1030 15TH STREET NW SUITE 200 EASTWASHINGTONDC20005PCGENERAL OPERATING$50,000
COLLEGIATE SCHOOL
260 WEST 78TH STREETNEW YORKNY10024PCGENERAL OPERATING$2,000
CURE ALZHEIMERS FUND
34 WASHINGTON STREET SUITE 310WELLESLEY HILLSMA02481PCGENERAL OPERATING$5,600
EAST END HOSPICE
PO BOX 1048WESTHAMPTON BEACHNY11978PCGENERAL OPERATING$20,000
FLORIDA SHERIFFS ASSOCIATION
2617 MAHAN DRIVETALLAHASSEEFL32308PCGENERAL OPERATING$100
FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES (FAPE)
1725 I ST NW STE 300WASHINGTONDC20006PCGENERAL OPERATING$2,500
FRIENDS OF CLERMONT
87 CLERMONT AVENUEGERMANTOWNNY12526PCGENERAL OPERATING$1,000
FRIENDS OF WESTHAMPTON AMBULANCE
3 HAZELWOOD AVENUEWESTHAMPTON BEACHNY11978PCGENERAL OPERATING$500
GLADES ACADEMY FOUNDATION
1 N CLEMATIS ST STE 200WEST PALM BEACHFL33401PCGENERAL OPERATING$5,000
MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVENUEBOSTONMA02115PCGENERAL OPERATING$30,000
NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY
101 NEWBURY STREETBOSTONMA02116PCGENERAL OPERATING$12,000
NORTON MUSEUM OF ART
1451 S OLIVE AVENUEWEST PALM BEACHFL33401PCGENERAL OPERATING$60,000
PALM BEACH CIVIC ASSOCIATION
139 NORTH COUNTY RD SUITE 33PALM BEACHFL33480PCGENERAL OPERATING$5,000
PALM BEACH COUNTY COUNCIL OF FIREFIGHTERS AND PARAMEDICS
2328 S CONGRESS AVENUE SUITE 2CWEST PALM BEACHFL33406PCGENERAL OPERATING$100
PALM BEACH POLICE & FIRE FOUNDATION
139 NORTH COUNTY ROAD SUITE 26WEST PALM BEACHFL33407PCGENERAL OPERATING$5,000
PIONEER INSTITUTE
185 DEVONSHIRE STREET SUITE 1101BOSTONMA02110PCGENERAL OPERATING$1,000
PRINCETON UNIVERSITY
PO BOX 291PRINCETONNJ08544PCGENERAL OPERATING$46,050
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401PCGENERAL OPERATING$25,000
QUOGUE JUNIOR THEATER TROUPE
BOX 427QUOGUENY11959PCGENERAL OPERATING$2,500
SOCIETY OF THE FOUR ARTS
FOUR ARTS PLAZAPALM BEACHFL33480PCGENERAL OPERATING$10,000
SOUTHAMPTON HOSPITAL FOUNDATION
240 MEETING HOUSE LANESOUTHAMPTONNY11968PCGENERAL OPERATING$100,000
ST ANDREW'S DUNE CHURCH
PO BOX 1245SOUTHAMPTONNY11968PCGENERAL OPERATING$5,100
ST CHRISTOPHER'S EPISCOPAL CHURCH
1063 HAVERHILL ROADWEST PALM BEACHFL33417PCGENERAL OPERATING$8,000
ST JOHNS CHURCH
PO BOX 5068SOUTHAMPTONNY11969PCGENERAL OPERATING$1,850
ST MARK'S EPISCOPAL CHURCH
40 MAIN STREETWESTHAMPTON BEACHNY11978PCGENERAL OPERATING$2,000
THE AVENUE CONCEPT
304 LOCKWOOD STREETPROVIDENCERI02907PCGENERAL OPERATING$15,000
THE CHURCH OF BETHESDA BY THE SEA
141 SOUTH COUNTY ROADPALM BEACHFL33480PCGENERAL OPERATING$100
THE JAMES C FERRER EDUCATION FUND
200 TUCKAHOE ROADSOUTHAMPTONNY11968PCGENERAL OPERATING$2,000
THE NATIONAL WWII MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130PCGENERAL OPERATING$1,000
THE ORDER OF ST JOHN
1850 M STREET SUITE 1070WASHINGTONDC20036PCGENERAL OPERATING$1,400
THE PRESERVATION FOUNDATION OF PALM BEACH
311 PERUVIAN AVENUEPALM BEACHFL33480PCGENERAL OPERATING$25,000
THE SOCIETY OF THE CINCINNATI
2118 MASSACHUSETTS AVENUE NWWASHINGTONDC20008PCGENERAL OPERATING$1,000
WESTHAMPTON BEACH HISTORICAL SOCIETY
PO BOX 686WESTHAMPTON BEACHNY11978PCGENERAL OPERATING$2,000
ASPEN INSTITUTE
2300 N STREET SUITE 700WASHINGTONDC20037PCGENERAL OPERATING$2,500
BEDFORD POLICE BENEFIT ASSN
2 MUDGE WAYBEDFORDMA01730PCGENERAL OPERATING$500
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING$100,000
MIDDLE EAST CHILDREN INSTITUTE
1875 CONNECTICUT AVENUE NW 10THWASHINGTONDC20004PCGENERAL OPERATING$5,000FLOOR
MILITARY ORDER OF THE WORLD WARS
435 N LEE STREETALEXANDRIAVA22314PCGENERAL OPERATING$1,000
NATIONAL ETHNIC COALITION OF ORGANIZATIONS (ELLIS ISLAND HONORS SOCIETY)
867 HEMPSTEAD TPKE UNIT 100FRANKLIN SQUARENY11010PCGENERAL OPERATING$6,100
CATHOLIC SCHOOLS FOUNDATION
67 BATTERYMARCH STREET 6TH FLOORBOSTONMA02110PCGENERAL OPERATING$5,000
CIA OFFICERS MEMORIAL FOUNDATION
PO BOX 405HERNDONVA20172PCGENERAL OPERATING$5,000
COX SCIENCE CENTER AND AQUARIUM
4801 DREHER TRAIL NWEST PALM BEACHFL33405PCGENERAL OPERATING$1,000
COMMON SENSE SOCIETY
1455 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING$2,000
THE COMMON GOOD INSTITUTE
ONE METROTECH CENTER SUITE 1703BROOKLYNNY11201PCGENERAL OPERATING$2,000
ELLIS ISLAND HONORS SOCIETY
867 HEMPSTEAD TPKE UNIT 100FRANKLIN SQUARENY11010PCGENERAL OPERATING$25,000
ENVISION SUMMIT FOUNDATION
PO BOX 252DOVERMA02030PCGENERAL OPERATING$10,000
HOSPITAL ALBERT SCHWEITZER HAITI
2840 LIBERTY AVENUE NO 201PITTSBURGHPA15222PCGENERAL OPERATING$2,500
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024PCGENERAL OPERATING$850
PALM BEACH ZOO
1301 SUMMIT BLVDWEST PALM BEACHFL33405PCGENERAL OPERATING$5,000
PRINCETON PROSPECT FOUNDATION
PO BOX 15PRINCETONNJ08542PCGENERAL OPERATING$5,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003PCGENERAL OPERATING$5,000
ROGERSON COMMUNITIES
1 FLORENCE STREETBOSTONMA02131PCGENERAL OPERATING$1,000
TRUSTEES OF PRINCETON UNIVERSITY
PO BOX 291PRINCETONNJ08542PCGENERAL OPERATING$40,000
WOUNDED VETS RELIEF FUND
300 PROSPERITY FARMS ROAD SUITE FNORTH PALM BEACHFL33408PCGENERAL OPERATING$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$772,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$827,247ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,289,813ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,117,060ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,117,060TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOWARD E COX JRBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1220 BOYLSTON STREET 1510AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02216ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,298,830TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
110,000 SHS STRYKER CORP$2,319,6002022-05-24
16,000 SHS UNITEDHEALTH GROUP INC$3,197,7002022-07-27
16,000 SHS PALO ALTO NEWTORKS INC$3,781,5302022-04-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$4,982Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,982DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NINE ENERGY SERVICE INC$1,836,108$5,849,620
UNITED STATES TREAS BILLS ZERO CPN 01/26/23$4,930,654$4,987,600
UNITED STATES TREAS BILLS ZERO CPN 03/02/23$4,917,847$4,965,850

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMEDICAL INFORMATION TECHNOLOGYStockNm
EOY Book Value$105,000EOYBookValueAmt
EOYFMV$450,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
EXCESS FMV OVER COST BASIS CONTRIBUTED$9,291,484
OTHER BOOK VALUE RECONCILIATION$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEEDesc
Revenue And Expenses Per Books$1,000RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCOMPENSATION PAID TO OFFICERSDesc
Amt$10,528Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY MANAGEMENT FEESCategoryTxt
Amt$25,000Amt
Net Investment Income$25,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2022 FEDERAL QUARTERLY ESTIMATE PAYMENTCategoryTxt
Amt$120,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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