ST GILES FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ST GILES FOUNDATION (EIN 11-1630806)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-09-28
- IRS object ID
- 202322719349100857
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-28T11:48:07-05:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111630806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST GILES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STGI | BusinessNameControlTxt |
| Phone | 2123389001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MADISON AVENUE 734 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T ARKWRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123389001 | PhoneNum |
| Signature | 2023-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | ARKWRIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,177,951 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $253,994 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,206 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $377,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $377,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,395,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,049 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $890,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $584,111 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $158,634 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $38,233 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,744 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,489 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,980 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,660 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,320 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,638 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,213 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $32,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $179,179 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,179 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $54,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,067 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,723 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $278 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $93 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $185 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100,558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,716 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,546 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $547,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $258,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $278,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,715,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,687,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $258,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,993,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$797,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $325,522 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,026 | CashBOYAmt |
| Cash EOY | $300,750 | CashEOYAmt |
| Cash EOYFMV | $300,750 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,352,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,991 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,218 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,129 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,129 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,144,915 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,144,915 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,431,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,443,710 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,443,710 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,603,652 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,109,817 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,109,817 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,639 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $60,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,567,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,177,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,177,951 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $39,108 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $40,370 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,125,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $550,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $795,851 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $598,859 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,959,959 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,189,229 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,607,608 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,988,722 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,607,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,988,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,567,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,177,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,607,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$797,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,809,897 | SubtotalAmt |
| Other Decreases | $3,821,175 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,988,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,395,061 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,202,012 | CostOrOtherBasisAmt |
| Gain Or Loss | $193,049 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $193,049 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,049 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,000 | 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 | $44,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,475 | OverpaymentAmt |
| Applied To ES Tax | $39,475 | 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 | WWW.STGILESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ST GILES FOUNDATION | IndividualWithBooksNm |
| Phone | 2123389001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MADISON AVENUE SUITE 734 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD T ARKWRIGHT | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | PRESIDENT | 20.00 | $214,676 | $0 | $0 |
| HENRY A BRAUN | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | TREASURER | 1.00 | $13,000 | $0 | $0 |
| ROBERT B MACKAY | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | VICE PRESIDENT | 1.00 | $13,000 | $0 | $0 |
| JAMES HAMERSCHLAG | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | SECRETARY | 1.00 | $13,000 | $0 | $0 |
| JILL ANN ARKWRIGHT HARVEY | ||||||||
| 485 MADISON AVENUE 734-735 | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $13,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 5TH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $170,219 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,333,604 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,101,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,435,223 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,435,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $516,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,918,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,695,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,695,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,525 | TotalTaxAmt |
| Distributable Before Adj | $1,691,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,691,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,691,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,993,322 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,993,322 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,691,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,700,088 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,993,322 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,700,088 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $293,234 | 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 | $1,398,176 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 168TH STREET PH17-17201F | NEW YORK | NY | 10032 | NONE | PC | TO FUND AN OUTREACH PROGRAM THAT WILL CONDUCT RESEARCH FOR PEDIATRIC IMMUNOLOGICAL AND RARE DISEASES | $300,000 |
| COLUMBIA UNIVERSITY | |||||||
| 635 WEST 165TH STREET | NEW YORK | NY | 10032 | NONE | PC | TO FUND THE CONTINUED WORK WITH CHILDREN DIAGNOSED WITH OPHTHALMIC CONDITIONS | $50,000 |
| COLD SPRING HARBOR LABORATORY | |||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | TO FUND THE ST. GILES YOUNG INVESTIGATOR FUND FOR PEDIATRIC DISEASE | $600,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FUND THE ST. GILES RESEARCH FELLOWSHIP | $400,000 |
| LAVELLE SCHOOL FOR THE BLIND | |||||||
| 3830 PAULDING AVENUE | NEW YORK | NY | 10469 | NONE | PC | TO PROVIDE STUDENTS WITH VISUAL IMPAIRMENTS THE SKILLS AND TRAINING NECESSARY FOR THEM TO REACH THEIR FULLEST POTENTIAL IN LIFE | $50,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | PC | FOR RESEARCH IDENTIFYING MECHANISMS OF RESISTANCE AND SUSCEPTIBILITY IN RHABDOID TUMORS | $275,000 |
| PEDIATRIC ORTH SOC | |||||||
| 51 WEST 51ST STREET | NEW YORK | NY | 10019 | NONE | PC | FOR PRESENTATION TO THE AWARDS AS SELECTED BY THE SOCIETY AWARDS COMMITTEE | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,715,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 168TH STREET PH17-17201F | NEW YORK | NY | 10032 | NONE | PC | TO FUND AN OUTREACH PROGRAM THAT WILL CONDUCT RESEARCH FOR PEDIATRIC IMMUNOLOGICAL AND RARE DISEASES | $400,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | PC | FOR RESEARCH IDENTIFYING MECHANISMS OF RESISTANCE AND SUSCEPTIBILITY IN RHABDOID TUMORS | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $550,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,206 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $377,856 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,049 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX BENEFIT | Desc |
| Related Or Exempt Function Incm | $52,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $584,111 | ExclusionAmt |
| Related Or Exempt Function Incm | $52,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $636,111 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | DEF. FED. EXCISE TAX USED IN FURTHERANCE OF THE FDN.'S EXEMPT PURPOSE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BSPCC | ||||||
| 1 | ONE COURT SQUARE | LONG ISLAND CITY | NY | 11120 | $29,629 | Yes (X) |
| PENELOPE MORISH | ||||||
| 2 | 2510 14TH STREET | GULFPORT | MS | 39501 | $224,365 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,638 | Amt |
| Net Investment Income | $16,213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,425 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T ARKWRIGHT PRESIDENT | PersonNm |
| Short Explanation | RICHARD T. ARKWRIGHT, PRESIDENT RECEIVED TOTAL COMPENSATION DURING FISCAL 2023 IN THE AMOUNT OF $214,676, WHICH WAS COMPRISED OF $13,000 IN TRUSTEES FEES AND $201,676 IN DEFERRED COMPENSATION. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. 3.85% - JUNE 15, 2024 | $543,287 | $543,287 |
| AMERICAN EXPRESS CO. 3.7% - AUGUST 3, 2023 | $596,383 | $596,383 |
| BANK OF AMERICA CORP. 4.1% - JULY 24, 2023 | $547,598 | $547,598 |
| CAPITAL ONE FINL CO. 3.9% - JANUARY 29, 2024 | $540,272 | $540,272 |
| CITIBANK NA 3.65% - JANUARY 23, 2024 | $542,457 | $542,457 |
| LOWES COS INC. 4.4% - SEPTEMBER 8, 2025 | $572,178 | $572,178 |
| MORGAN STANLEY 4.0% - JULY 23, 2025 | $489,420 | $489,420 |
| UN PAC CORP. 3.25% - JANUARY 15, 2025 | $489,886 | $489,886 |
| QUEST DIAGNOSTICS INC. 4.25% - APRIL 1, 2024 | $296,343 | $296,343 |
| STARBUCKS CORP. 3.8% - AUGUST 15, 2025 | $491,993 | $491,993 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $516,426 | $516,426 |
| AIRBNB INC. | $828,504 | $828,504 |
| ALIGN TECHNOLOGY INC. | $549,660 | $549,660 |
| ALPHABET, INC. | $643,126 | $643,126 |
| APPLE, INC. | $2,285,514 | $2,285,514 |
| CARMAX, INC. | $422,962 | $422,962 |
| CDW CORP. | $460,915 | $460,915 |
| CME GROUP, INC. | $919,296 | $919,296 |
| COCA-COLA COMPANY | $630,845 | $630,845 |
| COLGATE-PALMOLIVE CO. | $360,720 | $360,720 |
| COSTCO WHOLESALE CORP. | $1,552,719 | $1,552,719 |
| DEXCOM INC. | $1,659,050 | $1,659,050 |
| DISCOVER FINANCIAL SERVICES | $318,759 | $318,759 |
| ECOLAB, INC. | $496,590 | $496,590 |
| ESTEE LAUDER COMPANIES | $1,191,634 | $1,191,634 |
| EXXON MOBIL CORP. | $411,225 | $411,225 |
| FISERV, INC. | $888,416 | $888,416 |
| FORTINET, INC. | $1,827,650 | $1,827,650 |
| GXO LOGISTICS INC. | $547,491 | $547,491 |
| INSULET CORP. | $637,920 | $637,920 |
| JOHNSON & JOHNSON | $294,500 | $294,500 |
| LULULEMON ATHLETICA INC. | $1,065,256 | $1,065,256 |
| MICROSOFT CORP. | $2,061,345 | $2,061,345 |
| NIKE, INC. | $862,772 | $862,772 |
| PAYPAL HOLDINGS, INC. | $286,673 | $286,673 |
| PFIZER, INC. | $395,760 | $395,760 |
| PROGRESSIVE CORP. | $883,396 | $883,396 |
| REGIONS FINANCIAL CORP. | $628,256 | $628,256 |
| STRYKER CORP. | $742,222 | $742,222 |
| TJX COMPANIES. | $433,331 | $433,331 |
| TRIMBLE INC. | $405,731 | $405,731 |
| VISA, INC. | $1,014,570 | $1,014,570 |
| WORKDAY, INC. | $1,144,232 | $1,144,232 |
| SHAKE SHACK INC. | $452,244 | $452,244 |
| YETI HOLDINGS, INC. | $624,000 | $624,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,144,915 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,144,915 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INTEREST RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $60,639 | BookValueAmt |
| EOYFMV | $60,639 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $750 | LegalFeesAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $3,821,175 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $8,917 | $2,972 | $6,266 |
| OFFICE | $5,233 | $1,744 | $3,280 |
| DEFERRED COMPENSATION DISCOUNT AMORTIZATION | $86,408 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX BENEFIT | Desc |
| Revenue And Expenses Per Books | $52,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $52,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION | $485,160 | $369,859 |
| ACCRUED FEDERAL EXCISE TAX | $43,691 | $14,000 |
| DEFERRED TAX LIABILITY | $267,000 | $215,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $170,219 | $170,219 | $0 |
| CUSTODIAL FEES | $8,960 | $8,960 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $44,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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