VAN BEUREN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
VAN BEUREN CHARITABLE FOUNDATION INC (EIN 22-2773769)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202303179349100025
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)
Return2023-11-13T08:04:24-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132738625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA 6TH FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222773769EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VAN BEUREN CHARITABLE FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O BRANDYWINE GROUP ADV (PTS) INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVANBBusinessNameControlTxt
Phone2123192700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 MADISON AVE 17TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARCHBOLD D VAN BEURENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2123192700PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARCHBOLDPersonFirstNm
Person LastVAN BEURENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELEDUVINA LOPEZPreparerPersonNm
PTINP01425362PTIN
Phone2129970600PhoneNum
Preparation2023-11-08PreparationDt

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$306,038,961FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,623,502ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,356,826DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,069,986DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,979,099NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,467,255GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,979,099CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$762,086OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$28,721,513TotalRevAndExpnssAmt
Total Net Invst Incm$26,049,085TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$398,407CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$398,407CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$378,135OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$378,135OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$239,814PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$239,814PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,705LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,137LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,568LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$48,506AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$48,506AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,801,773OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,801,773OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$241,254InterestRevAndExpnssAmt
Interest Net Invst Incm$241,254InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$703,275TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$53,338TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$84,055DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$84,055DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$96,756OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$96,756OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$12,863TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$12,863TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$568,510OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$162,647OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$371,116OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,581,053TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,343,372TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,552,997TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,327,822ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,327,822ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,908,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,343,372TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,880,819TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,812,638ExcessRevenueOverExpensesAmt
Net Investment Income$22,705,713NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,141,246SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,658,669SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,658,669SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$123,171,232CorporateStockBOYAmt
Corporate Stock EOY$82,375,918CorporateStockEOYAmt
Corporate Stock EOYFMV$82,375,918CorporateStockEOYFMVAmt
Corporate Bonds BOY$27,060,668CorporateBondsBOYAmt
Corporate Bonds EOY$23,646,466CorporateBondsEOYAmt
Corporate Bonds EOYFMV$23,646,466CorporateBondsEOYFMVAmt
Other Investments BOY$218,791,555OtherInvestmentsBOYAmt
Other Investments EOY$184,288,401OtherInvestmentsEOYAmt
Other Investments EOYFMV$184,288,401OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,264,270LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$309,140LandBldgEquipAccumDeprecAmt
Land BOY$1,039,185LandBOYAmt
Land EOY$955,130LandEOYAmt
Land EOYFMV$955,130LandEOYFMVAmt
Other Assets BOY$110,043OtherAssetsBOYAmt
Other Assets EOY$114,377OtherAssetsEOYAmt
Other Assets EOYFMV$114,377OtherAssetsEOYFMVAmt
Total Assets BOY$382,313,929TotalAssetsBOYAmt
Total Assets EOY$306,038,961TotalAssetsEOYAmt
Total Assets EOYFMV$306,038,961TotalAssetsEOYFMVAmt
Accounts Payable BOY$198,963AccountsPayableBOYAmt
Accounts Payable EOY$207,110AccountsPayableEOYAmt
Total Liabilities BOY$198,963TotalLiabilitiesBOYAmt
Total Liabilities EOY$207,110TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$380,491,464NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$305,831,851NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$1,623,502DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$0DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$382,114,966TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$305,831,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$382,313,929TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$306,038,961TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$382,114,966TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,812,638ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$387,927,604SubtotalAmt
Other Decreases$82,095,753OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$305,831,851TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
THRU PARTNERSHIPSP2022-01-012022-06-01$1,418,501-$1,418,501-$1,418,501
THRU PARTNERSHIPSP2019-01-012022-06-01$7,362,997$7,362,997$7,362,997
REALIZED GAINS & LOSSESP2022-01-012022-06-01$69,655-$69,655-$69,655
REALIZED GAINS & LOSSESP2019-01-012022-06-01$15,959,534$15,959,534$15,959,534
SEC LIT/WASH SALES/ADJUSTMENTSP2019-01-012022-06-01$144,724$144,724$144,724
FieldValueIRS element (for citing)
Capital Gain Net Income$21,979,099CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$315,609InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$315,609SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$315,609TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$460,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$150,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$610,000TotalPaymentsAndCreditsAmt
Es Penalty$2,154EsPenaltyAmt
Overpayment$292,237OverpaymentAmt
Applied To ES Tax$292,237AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
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 BooksBRANDYWINE TRUST COMPANYIndividualWithBooksNm
Phone7183176857PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17234 LANCASTER PIKE SUITE 300AAddressLine1Txt
CityHOCKESSINCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19707ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (9 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARCHBOLD D VAN BEUREN
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 112NEWPORTRI028403283VICE CHAIRMAN & SECRETARY0.00$0$0$0
ANDREA VAN BEUREN
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 112NEWPORTRI028403283BOARD MEMBER0.00$0$0$0
STEPHEN L GLASCOCK
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 112NEWPORTRI028403283BOARD MEMBER & ASS'T TREASURER0.00$0$0$0
HOPE HILL VAN BEUREN
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 112NEWPORTRI028403283BOARD MEMBER0.00$0$0$0
BARBARA VAN BEUREN
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 112NEWPORTRI028403283CHAIRMAN0.00$0$0$0
HELENE B VAN BEUREN
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 112NEWPORTRI028403283BOARD MEMBER0.00$0$0$0
ROGER KASS
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 112NEWPORTRI028403283TREASURER0.00$0$0$0
ELIZABETH R LYNN
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 112NEWPORTRI028403283PRESIDENT & ASSISTANT TREA40.00$298,407$68,179$0
KIM L DAME
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 112NEWPORTRI028403283ASSISTANT SECRETARY40.00$100,000$41,438$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
THOMAS BRENDLER
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 1NEWPORTRI028403283NONE40.00$142,000$48,541$0
MARYKATE BERGEN
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 1NEWPORTRI028403283NONE40.00$98,173$19,398$0
MARY JOHNSON
C/O VAN BEUREN CHARITABLE FDN 449THAMES ST UNIT 1NEWPORTRI028403283NONE40.00$63,462$23,950$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE SUSTAINABILITY INITIATIVE - FUND DEVELOPMENT AND SUSTAINABLE PRACTICES- PROVIDING COHORT-BASED ASSESSMENTS, TRAININGS, FUND DEVELOPMENT PLANS, PEER LEARNING, LEADERSHIP DEVELOPMENT & COORDINATION.Description1Txt
Expenses1$11,245Expenses1Amt
Description2LEADERSHIP SERIES - WORKSHOP/TRAININGS, ASSESSMENT AND COACHING TO STRENGTHEN STRATEGIC PARTNERSHIPS AND COLLECTIVE IMPACT.Description2Txt
Expenses2$20,032Expenses2Amt
Description3FIELD BUILDING INITIATIVE - DATA, RESEARCH, CONVENING, EVALUATION AND STRATEGY FACILITATION RELATED TO ASSESSING BEHAVORIAL HEALTH, CHILDREN'S LITERACY, ECONOMIC DEVELOPMENT, LOCAL BROADBAND ACCESS & BIKE PATH ACCESS.Description3Txt
Expenses3$133,840Expenses3Amt

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$316,466,319AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,862,912AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,455,699FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$334,784,930TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$334,784,930AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,021,774CashDeemedCharitableAmt
Net Vl Noncharitable Assets$329,763,156NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,488,158MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,488,158MinimumInvestmentReturnAmt
Tax Based On Investment Income$315,609TaxBasedOnInvestmentIncomeAmt
Income Tax$31,798IncomeTaxAmt
Total Tax$347,407TotalTaxAmt
Distributable Before Adj$16,140,751DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,140,751DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,140,751DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,880,819ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,880,819QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,140,751DistributableAsAdjustedAmt
Undistributed Income PY$10,028,358UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,880,819QualifyingDistributionsAmt
Applied To Year1$10,028,358AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,852,461AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,288,290UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (180 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
564 PARK AVENUE PRESERVATION FOUNDATION
564 PARK AVENUENEW YORKNY10065NONEPUBLIC CHARITYMAKING AN ENTRANCE CAMPAIGN$10,000
ACADEMY IN MANAYUNK INC
1200 RIVER ROADCONSHOCHOCKENPA19428NONEPUBLIC CHARITYAIM HIGHER CAMPAIGN$275,000
ACADEMY OF MUSIC OF PHILADELPHIA
240 S BROAD STREETPHILADELPHIAPA19102NONEPUBLIC CHARITYACADEMY OF MUSIC RESTORATION AND UNRESTRICTED SUPPORT$6,000
ALLEN-CHASE FOUNDATION
PO BOX 7646DEERFIELDMA01342NONEPUBLIC CHARITYEAGLEBROOK SCHOOL ANNUAL FUND$85,000
AMERICAN PRAIRIE FOUNDATION
PO BOX 908BOZEMANMT59771NONEPUBLIC CHARITYUNRESTRICTED$5,000
AQUIDNECK LAND TRUST
790 AQUIDNECK AVENUEMIDDLETOWNRI02842NONEPUBLIC CHARITYGENERAL OPERATIONA AND NEWPORT OPEN SPACE PROGRAM$140,000
AQUIDNECK LAND TRUST
790 AQUIDNECK AVENUEMIDDLETOWNRI02842NONEPUBLIC CHARITYSTRIKE FUND AND ASSOCIATED PROPERTIES$2,500,000
ART & NEWPORT
289 INDIAN AVENUEMIDDLETOWNRI02842NONEPUBLIC CHARITYUNRESTRICTED$40,000
ART 21 INC
231 WEST 29THNEW YORKNY10001NONEPUBLIC CHARITYUNRESTRICTED$5,000
ATLANTIC THEATRE COMPANY
76 NINTH AVENUENEW YORKNY10011NONEPUBLIC CHARITYUNRESTRICTED AND COMPANY'S 457 PLAN$105,000
BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PKWYPHILADELPHIAPA19130NONEPUBLIC CHARITY2022 EXHIBITION FUND AND UNRESTRICTED$35,000
BELMONT CHAPEL FOUNDATION
30 WARNER STREETNEWPORTRI02840NONEPUBLIC CHARITYRESTORATION OF BELMONT CHAPEL AND CAPACITY DEVELOPMENT$620,000
BIKE NEWPORT
62 BROADWAYNEWPORTRI02840NONEPUBLIC CHARITYFOR BIKING PROGRAMS, NEW STRATEGIC PLAN AND UNRESTRICTED$75,000
BLITHEWOLD
101 FERRY ROADBRISTOLRI02809NONEPUBLIC CHARITYUNRESTRICTED$2,500
BOCA GRANDE HEALTH CLINIC
PO BOX 2340BOCA GRANDEFL33921NONEPUBLIC CHARITYUNRESTRICTED$25,000
BOCA GRANDE WOMANS CLUB
PO BOX 65BOCA GRANDEFL33921NONEPUBLIC CHARITYSCHOLARSHIPS AND BOCA GRANDE DISASTER FUND$6,000
BOY SCOUTS OF AMERICA
233 SCITUATE AVENUECRANSTONRI02921NONEPUBLIC CHARITYSCOUTING PROGRAMS$3,000
BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY
95 CHURCH STREETNEWPORTRI02840NONEPUBLIC CHARITYGENERAL OPERATIONS$40,000
BRANDYWINE CONSERVANCY
PO BOX 141CHADDS FORDPA19317NONEPUBLIC CHARITYANNUAL FUND$2,500
BROOKLYN RAIL INC
253 36TH STBROOKLYNNY11232NONEPUBLIC CHARITYUNRESTRICTED$5,000
BROOKS SCHOOL
1160 GREAT POND ROADNORTH ANDOVERMA01845NONEPUBLIC CHARITYANNUAL FUND$17,500
BRYN MAWR HOSPITAL FOUNDATION
240 NORTH RADNOR CHESTER ROAD STERADNORPA19087NONEPUBLIC CHARITYUNRESTRICTED$25,000340
C THOMAS CLAGETT JR MEMORIAL CLINIC & REGATTA INC
231 INDIAN AVENUEPORTSMOUTHRI02871NONEPUBLIC CHARITYUNRESTRICTED$2,500
CARY INSTITUTE OF ECOSYSTEM STUDIES
PO BOX ABMILLBROOKNY12545NONEPUBLIC CHARITYUNRESTRICTED$2,500
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022NONEPUBLIC CHARITYUNRESTRICTED$15,000
CHILD AND FAMILY SERVICES OF NEWPORT
31 JOHN CLARKE ROADMIDDLETOWNNY02842NONEPUBLIC CHARITYWORKFORCE RETENTION AND PIPELINE, BUILD NEWPORT COUNTY HEALTHCARE COLLABORATIVE'S CAPACITY TO ADDRESS THE WORKFORCE CRISIS.$72,600
COLLEGE UNBOUND
325 PUBLIC STPRIVIDENCERI02905NONEPUBLIC CHARITYAQUIDNECK ISLAND COHORT BA COMPLETION$25,000
COLUMBIA UNIVERSITY
33 WEST 60TH STREETNEW YORKNY10023NONEPUBLIC CHARITYANNUAL FUND FOR COLUMBIA BUSINESS SCHOOL AND GSAPP AND MRED PROGRAMS$22,500
COUNCIL ON FOUNDATIONS
1255 23RD STREET NW STE 200WASHINGTONDC20037NONEPUBLIC CHARITYUNRESTRICTED$1,000
DUTCHESS LAND CONSERVANCY
PO BOX 138MILLBROOKNY12545NONEPUBLIC CHARITYUNRESTRICTED$2,500
EAST BAY COMMUNITY ACTION PROGRAM
19 BROADWAYNEWPORTRI02840NONEPUBLIC CHARITYTO LAUNCH A BEHAVIORAL HEALTH COLLABORATION AND BABY STEPS EARLY CHILDHOOD LITERACY AND PARENT ENGAGEMENT PROGRAM$210,000
ECORI INC
10 DAVOL SQUAREPROVIDENCERI02903NONEPUBLIC CHARITYINCREASE COVERAGE OF ENVIRONMENTAL ISSUES TOPICAL TO THE NEWPORT COUNTY AREA$15,000
ELKHORN MARINE CONSERVANCY
625 CLINTON SQUAREROCHESTERNY14604NONEPUBLIC CHARITYCORAL RESTORATION PROJECT IN ANTIGUA, W.I. AND UNRESTRICTED$70,000
FABNEWPORT
PO BOX 3562NEWPORTRI02840NONEPUBLIC CHARITYNEWPORT EXPERIENCE PROGRAM AND UNRESTRICTED$127,500
FOOD FOR THE POOR INC
6401 LYONS ROADCOCONUT CREEKFL33073NONEPUBLIC CHARITYUNRESTRICTED$2,000
FORT ADAMS TRUST
90 FORT ADAMS DRIVENEWPORTRI02840NONEPUBLIC CHARITYUNRESTRICTED$10,000
FRIENDS OF BOCA GRANDE COMMUNITY CENTER
PO BOX 1222BOCA GRANDEFL33921NONEPUBLIC CHARITYUNRESTRICTED$10,000
FRIENDS OF ISLAND CEMETERY
30 WARNER STREETNEWPORTRI02840NONEPUBLIC CHARITYUNRESTRICTED$10,000
FRIENDS OF UPPER EAST SIDE HISTORIC DISTRICT INC
966 LEXINGTON AVENUE 3ENEW YORKNY10021NONEPUBLIC CHARITYUNRESTRICTED$2,500
FRIENDS SEMINARY
222 E 16TH STNEW YORKNY10003NONEPUBLIC CHARITYFINANCIAL AID$2,500
FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
6705 SW 57TH AVENUESTE 700CORAL GABLESFL33143NONEPUBLIC CHARITYUNRESTRICTED$7,500
GARDEN CONSERVANCY
PO BOX 219NEW YORKNY10516NONEPUBLIC CHARITYUNRESTRICTED$2,000
GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION
PO BOX 446BOCA GRANDEFL33921NONEPUBLIC CHARITYANNUAL FUND$10,000
GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND
500 GREENWICH AVENUEWARWICKRI02886NONEPUBLIC CHARITYCOMPLETION OF A MASTER PLAN FOR CAMP ROCKY FARM$45,500
THE GLADNEY FUND
6300 JOHN RYAN DRIVEFORT WORTHTX76132NONEPUBLIC CHARITYUNRESTRICTED$5,000
GOWANUS CANAL CONSERVANCY
248 THIRD STREETBROOKLYNNY11215NONEPUBLIC CHARITYUNRESTRICTED$5,000
GRANTMAKERS COUNCIL OF RHODE ISLAND
50 VALLEY STREETPROVIDENCERI02909NONEPUBLIC CHARITYUNRESTRICTED$2,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET NW STE 650WASHINGTONDC20005NONEPUBLIC CHARITYUNRESTRICTED$3,590
GROW SMART RHODE ISLAND
144 WESTMINSTER STREETSTE 303PROVIDENCERI02903NONEPUBLIC CHARITYSMART GROWTH WORKSHOPS FOR AQUIDNECK ISLAND RESIDENTS AND GENERAL OPERATIONS$75,000
HEIFER PROJECT INTERNATIONAL
1290 OLD SANDWICH ROADPLYMOUTHMA02360NONEPUBLIC CHARITYUNRESTRICTED$5,000
INJURED MARINE SEMPER FI FUND
825 COLLEGE BLVOCEANSIDECA92057NONEPUBLIC CHARITYUNRESTRICTED$5,000
INTERNATIONAL MEDICAL CORPS
12400 WHILSHIRE BLVD SUITE 1500LOS ANGELESCA90025NONEPUBLIC CHARITYFOR HUMANITARIAN RELIEF AND MEDICAL SERVICES IN UKRAINE AND UNRESTRICTED$25,000
INTERNATIONAL YACHT RESTORATION SCHOOL
449 THAMES ST SUITE 111NEWPORTRI02840NONEPUBLIC CHARITYCAPACITY SUPPORT,CAPITAL READINESS ASSESSMENT, UNRESTRICTED AND TO SUPPORT THE WHARF DESIGN$83,500
JAMES L MAHER CENTER
906 AQUIDNECK AVENUEMIDDLETOWNRI02842NONEPUBLIC CHARITYTO SUPPORT A COOKING PROGRAM$28,900
JAMESTOWN ART CENTER
18 VALLEY STREETJAMESTOWNRI02835NONEPUBLIC CHARITYUNRESTRICTED$5,000
JOHN CLARKE RETIREMENT CENTER
600 VALLEY ROADMIDDLETOWNRI02842NONEPUBLIC CHARITYFOR PHASE 2 OF WINDOW AND ROOF REPLACEMENT PROJECT$419,453
LOOKING UPWARDS
438 EAST MAIN ROADMIDDLETOWNRI02842NONEPUBLIC CHARITYFOR THE INCREDIBLE YEARS PROGRAM AND LAUNCH OF DIALECTICAL BEHAVIORAL THERAPY FOR ADOLESCENTS$22,000
LUCY'S HEARTH
19 VALLEY ROADMIDDLETOWNRI02842NONEPUBLIC CHARITYGENERAL OPERATIONS 2022 AND 2023$102,500
MADISON SQUARE PARK CONSERVANCY
PO BOX 1814NEW YORKNY10159NONEPUBLIC CHARITYUNRESTRICTED$20,000
MARTIN LUTHER KING COMMUNITY CENTER INC
20 DR MARCUS F WHEATLAND BLVDNEWPORTRI02840NONEPUBLIC CHARITYGENERAL OPERATING AND FACILITY RENOVATION$590,000
MEALS ON WHEELS OF RI INC
70 BATH STREETPROVIDENCERI02908NONEPUBLIC CHARITYGENERAL OPERATIONS AND ONE-TIME GRANT TO OFFSET CURRENT CATERING SURCHARGE$50,000
MIDDLETOWN PUBLIC SCHOOLS
130 VALLEY ROADMIDDLETOWNRI02842NONEPUBLIC CHARITYINCREASING LOCAL CAREER EXPLORATION OPPORTUNITIES FOR MIDDLETOWN STUDENTS$114,057
MILL REEF FUND
C/O JP MORGANDETROITMI48278NONEPUBLIC CHARITYCLAY STUDIO AND UNRESTRICTED$67,500
NAVAL WAR COLLEGE FOUNDATION
686 CUSHING ROADNEWPORTRI02841NONEPUBLIC CHARITYDIGITIZING THE NWCF COLLECTION, ANNUAL FUNDS$155,000
NEW YORK HARBOR FOUNDATION
10 SOUTH STREET SLIP 7NEW YORKNY10004NONEPUBLIC CHARITYBILLION OYSTER PROJECT$5,000
NEW YORK LANDMARKS CONSERVANCY
ONE WHITEHALL STREETNEW YORKNY10004NONEPUBLIC CHARITYUNRESTRICTED$3,000
NEWPORT ART MUSEUM
76 BELLEVUE AVENUENEWPORTRI02840NONEPUBLIC CHARITYUNRESTRICTED$10,000
NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER
127 JOHNNY CAKE HILL ROADMIDDLETOWNRI02842NONEPUBLIC CHARITYFOR AN ORGANIZATION DIVERSITY AND INCLUSION ASSESSMENT, EXPAND ACCESS TO MENTAL HEALTH SERVICES FOR NEWPORT'S RESIDENTS OF COLOR AND INCREASE CLINICAL SPACE AT NMH'S 65 VALLEY ROAD LOCATION$280,000
NEWPORT COUNTY DEVELOPMENT COUNCIL
513 BROADWAY STE 218NEWPORTRI02840NONEPUBLIC CHARITYHOUSING ANALYSIS TO SUPPORT DEVELOPMENT OF GREATER NEWPORT HOUSING ACTION PLAN AND WEB PLATFORM INTEGRATION$76,000
NEWPORT COUNTY WOMEN'S RESOURCE CENTER
114 TOURO STREETNEWPORTRI02840NONEPUBLIC CHARITYSTRATEGIC PLAN, CAPITAL READINESS ASSESSMENT AND UNRESTRICTED$25,200
NEWPORT FESTIVALS FOUNDATION
PO BOX 3865NEWPORTRI02840NONEPUBLIC CHARITYUNRESTRICTED$25,000
NEWPORT FILM INC
174 BELLEVUE AVE SUITE 314NEWPORTRI02840NONEPUBLIC CHARITYTO UPGRADE NEWPORT FILM'S EQUIPMENT AND BRAND IDENTITY AND UNRESTRICTED$127,550
NEWPORT HISTORICAL SOCIETY
82 TOURO STREETNEWPORTRI02840NONEPUBLIC CHARITYFOR DOCUMENTING THE LIVES OF AFRICANS, AFRICAN-AMERICANS AND INDIGENOUS PEOPLES IN COLONIAL NEWPORT AND TO SUPPORT THE NEWPORT SHOW$62,225
NEWPORT HISTORICAL SOCIETY
82 TOURO STREETNEWPORTRI02840NONEPUBLIC CHARITYFOR CONSULTING TO FACILITATE AN ALLIANCE INTERESTED IN DEVELOPING AN AFRICAN AND INDIGENOUS HISTORY CENTER IN NEWPORT AND UNRESTRICTED$20,000
NEWPORT HOSPITAL FOUNDATION
11 FRIENDSHIP STREETNEWPORTRI02840NONEPUBLIC CHARITYFOR THE WORKFORCE WELLBEING MENTAL HEALTH INITIATIVE PILOT AND UNRESTRICTED AND TO SUPPORT THE FUND A NEED PROGRAM$320,000
NEWPORT MIDDLE PASSAGE & PORT MAKER PROJECT
PO BOX 4706MIDDLETOWNRI02842NONEPUBLIC CHARITYFOR CAPACITY BUILDING$8,575
NEWPORT PARTNERSHIPS FOR FAMILIES
31 JOHN CLARKE ROADNEWPORTRI02842NONEPUBLIC CHARITYREADING REAPS REWARDS AND STRATEGIC PLANNING AND TO COORDINATE MEMBER WORKING GROUPS$68,900
NEWPORT PUBLIC LIBRARY
300 SPRING STREETNEWPORTRI02840NONEPUBLIC CHARITYUNRESTRICTED$5,000
NEWPORT PUBLIC SCHOOLS
109 OLD FORT ROADNEWPORTRI02840NONEPUBLIC CHARITYTO DESIGN FOR ADDITIONAL EXTERIOR GLASS AND ASSOCIATED SHADES AND TINTING IN THE NEW ROGERS HIGH SCHOOL$107,245
NEWPORT RESTORATION FOUNDATION
51 TOURO STREETNEWPORTRI02840NONEPUBLIC CHARITYUNRESTRICTED$2,500
NEWPORT YMCA
792 VALLEY ROADMIDDLETOWNRI02842NONEPUBLIC CHARITYRHODY SQUASH PROGRAM$10,000
NEWPORT YOUNG MENS CHRISTIAN ASSOCIATION
792 VALLEY ROADMIDDLETOWNRI02842NONEPUBLIC CHARITYCHILDCARE RENOVATION AND EXPANSION PORJECT AND LANDSCAPING PLAN PHASE 1$383,605
NIGHTINGALE BAMFORD SCHOOL
20 EAST 92ND STREETNEW YORKNY10128NONEPUBLIC CHARITYANNUAL FUND$20,000
NORMAN BIRD SANCTUARY TRUST
583 THIRD BEACH ROADMIDDLETOWNRI02842NONEPUBLIC CHARITYTHE CONSERVATION CREW AND UNRESTRICTED$102,500
NY PRESBYTERIAN HOSPITAL
850 THIRD AVENEW YORKNY10022NONEPUBLIC CHARITYUNRESTRICTED$5,000
OLANA PARTNERSHIP
PO BOX 199HUDSONNY12534NONEPUBLIC CHARITYUNRESTRICTED$2,500
PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS
350 E ERIE AVENUEPHILADELPHIAPA19134NONEPUBLIC CHARITYUNRESTRICTED$15,000
PEAK GRANTMAKING INC
1701 PENNSYLVANIA AVE NW STE200WASHINGTONDC20006NONEPUBLIC CHARITYUNRESTRICTED$3,000
PHILADELPHIA ORCHESTRA ASSOCIATION
1 S BROAD STREETPHILADELPHIAPA19107NONEPUBLIC CHARITYUNRESTRICTED$10,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL STREET STE 802BOSTONMA02110NONEPUBLIC CHARITYEARLY CHILDHOOD FUNDERS COLLABORATIVE$500
PHILANTHROPY ROUNDTABLE
1120 20 ST NWWASHINGTONDC20036NONEPUBLIC CHARITYUNRESTRICTED$1,000
PHILLIPS ACADEMY ANDOVER
180 MAIN STREETANDOVERMA01810NONEPUBLIC CHARITYADDISON GALLERY-HEDDA STERN PURCHASE AND FINANCIAL AID$87,500
POMFRET SCHOOL
398 POMFRET STREETPOMFRETCT06258NONEPUBLIC CHARITYANNUAL FUND$10,000
PRESERVATION SOCIETY OF NEWPORT COUNTY
424 BELLEVUE AVENUENEWPORTRI02840NONEPUBLIC CHARITYCOACHING WEEKEND$12,500
PRESERVATION SOCIETY OF NEWPORT COUNTY
424 BELLEVUE AVENUENEWPORTRI02840NONEPUBLIC CHARITYRESTORATION OF THE ELMS FACADE AND PHASE 3 OF BREAKERS LANDSCAPE$578,000
PRESERVATION SOCIETY OF NEWPORT COUNTY
424 BELLEVUE AVENUENEWPORTRI02840NONEPUBLIC CHARITYUNRESTRICTED$25,000
PRESERVE RHODE ISLAND
957 NORTH MAIN STPROVIDENCERI02904NONEPUBLIC CHARITYAQUIDNECK STONE WALL INITIATIVE$83,345
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304NONEPUBLIC CHARITYUNRESTRICTED$20,000
PUPPIES BEHIND BARS
263 WEST 38TH STREETNEW YORKNY10018NONEPUBLIC CHARITYUNRESTRICTED$2,500
REACH OUT AND READ RHODE ISLAND
1 RICHMOND SQ STE 222WPROVIDENCERI02906NONEPUBLIC CHARITYAQUIDNECK ISLAND PEDIATRICIAN PARTNERSHIP$7,200
RED HOOK INITIATIVE
767 HICKS STREETBROOKLYNNY11231NONEPUBLIC CHARITYUNRESTRICTED$2,500
REDWOOD LIBRARY AND ATHENAEUM
50 BELLEVUE AVENEWPORTRI02840NONEPUBLIC CHARITYUNRESTRICTED$10,000
RHODE ISLAND ARTS FOUNDATION AT NEWPORT
42 DEARBORN STREETNEWPORTRI02840NONEPUBLIC CHARITYFOR THE MUSIC FESTIVAL FOR TWO YEARS$36,500
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907NONEPUBLIC CHARITYGENERAL OPERATIONS, INNOVATION FUND AND ONE-TIME GRANT TO ADDRESS RISING FOOD AND TRANSPORTATION COSTS$120,000
RHODE ISLAND INFRASTRUCTURE BANK
235 PROMENADE STREET STE 119PROVIDENCERI02908NONEGOVERNMENTAL UNITAQUIDNECK ISLAND MUNICIPAL RESILIENCE PROGRAM$100,000
RHODE ISLAND KIDS COUNT
ONE UNION STATIONPROVIDENCERI02903NONEPUBLIC CHARITYGENERAL OPERATIONS AND TO SUSTAIN/IMPROVE SCHOOL BASED MENTAL HEALTH SUPPORT IN NEWPORT$104,000
RHODE ISLAND PUBLIC RADIO
ONE UNION STATIONPROVIDENCERI02903NONEPUBLIC CHARITYUNRESTRICTED$12,000
RIMPTA FOUNDATION
513 BROADWAY STE 320NEWPORTRI02840NONEPUBLIC CHARITYBOAT BUILDING INTERNSHIP PROGRAM WITH THE HERRESHOFF MARINE MUSEUM AND MIDDLETOWN HIGH SCHOOL$26,050
ROBERT POTTER LEAGUE FOR ANIMALS INC
87 OLIPHANT LANEMIDDLETOWNRI02842NONEPUBLIC CHARITYGENERAL OPERATIONS, STRATEGIC PLAN AND A ONE-TIME GRANT TO ADDRESS RISING FOOD,SHELTER AND VETERINARY NEEDS ON AQUIDNECK ISLAND$106,000
ROYAL AFRICAN FOUNDATION
473 12TH AVENUESALT LAKE CITYUT84103NONEPUBLIC CHARITYUNRESTRICTED$5,000
ROYAL PALM PLAYERS
PO BOX 954BOCA GRANDEFL33921NONEPUBLIC CHARITYCOMMUNITY THEATER$3,500
SAIL NEWPORT
60 FORT ADAMS DRIVENEWPORTRI02840NONEPUBLIC CHARITYA NEW REGATTA SUPPORT VESSEL AND MAINTENANCE FOR ONE YEAR$183,690
SAIL TO PREVAIL
PO BOX 1264NEWPORTRI02840NONEPUBLIC CHARITYADAPTIVE SAILING PROGRAM$25,000
SALVE REGINA UNIVERSITY
100 OCHRE POINT AVENUENEWPORTRI02840NONEPUBLIC CHARITYTO PILOT THE MCCAULEY COLLEGE PATHWAY PROGRAM$25,019
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905NONEPUBLIC CHARITYRELOCATE AND EXPAND SAVE THE BAY'S AQUARIUM AND TO IMPROVE WATER QUALITY, HABITAT AND COASTAL RESILIENCY IN NEWPORT COUNTY AND UNRESTRICTED$1,052,000
SOCIAL ENTERPRISE GREENHOUSE
10 DAVOL SQUAREPROVIDENCERI02903NONEPUBLIC CHARITYSUPPORTING AND CONNECTING EMERGING ENTREPRENEURS IN NEWPORT COUNTY$77,550
ST MICHAELS COUNTRY DAY SCHOOL
180 RHODE ISLAND AVENUENEWPORTRI02840NONEPUBLIC CHARITYNEW PLAY SPACE AND ANNUAL FUND$127,500
ST ANDREWS EPISCOPAL CHURCH
PO BOX 272BOCA GRANDEFL33921NONEPUBLIC CHARITYUNRESTRICTED$2,000
ST BERNARD'S SCHOOL
4 EAST 98TH STREETNEW YORKNY10029NONEPUBLIC CHARITYANNUAL FUND$55,000
ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL
55 VAUCLUSE AVENUEMIDDLETOWNRI02842NONEPUBLIC CHARITYENDOWMENT FOR OPERATIONS$20,000
ST COLUMBA CHAPEL HISTORIC PRESERVATION
55 VAUCLUSE AVENUEMIDDLETOWNRI02842NONEPUBLIC CHARITYCHURCHYARD ASSESSMENTS FOR MASTER PLAN, REPAIR/PRESERVATION OF COLUMBA'S CHAPEL AND CHURCHYARD$439,915
ST GEORGE'S SCHOOL
PO BOX 1910NEWPORTRI02840NONEPUBLIC CHARITYFINANCIAL AID AND TEACHERS SALARIES$125,000
STCLARE HOME
309 SPRING STREETNEWPORTRI02840NONEPUBLIC CHARITYREPLACE THE NURSE CALL SYSTEM ON 2ND FLOOR OF THE FACILITY$57,295
STAR KIDS SCHOLARSHIP PROGRAM
PO BOX 6214MIDDLETOWNRI02842NONEPUBLIC CHARITYTUITION ASSISTANCE AND ONE-ON-ONE TUTORING FOR NEWPORT COUNTY STUDENTS$28,000
STRATEGIC PREVENTION PARTNERSHIPS
73 JOHN DYER ROADCOMPTONRI02837NONEPUBLIC CHARITYEXPANSION OF PROGRAMMING THROUGH THE NO WRONG DOOR SYSTEM OF CARE$125,000
STREETSQUASH
40 WEST 116TH STNEW YORKNY10026NONEPUBLIC CHARITYUNRESTRICTED$2,500
STUDIO INCAMMINATI
1901 S 9TH STREETPHILADELPHIAPA19148NONEPUBLIC CHARITYANNUAL FUND$5,000
STUDIO MUSEUM IN HARLEM
144 WEST 125TH STREETNEW YORKNY10027NONEPUBLIC CHARITYUNRESTRICTED$10,000
SUNCOAST HUMANE SOCIETY
6781 SAN CASA DRIVEENGLEWOODFL34224NONEPUBLIC CHARITYUNRESTRICTED$5,000
TAFT SCHOOL
110 WOODBURY ROADWATERTOWNCT06795NONEPUBLIC CHARITYANNUAL FUND$20,000
THE HOPE PROGRAM
1 SMITH STREET 4TH FLRBROOKLYNNY11201NONEPUBLIC CHARITYUNRESTRICTED$15,000
THE HOUSING AUTHORITY OF THE CITY OF NEWPORT RHODE ISLAND- UNUSED FUNDS
120B HILLSIDE AVENUENEWPORTRI02840NONEGOVERNMENTAL UNITUNUSED FUNDS- PLANNING FOR REVITALIZATION OF THE FLORENCE GRAY CENTER-$31,530
THE ISLAND SCHOOL
PO BOX 1090BOCA GRANDEFL33921NONEPUBLIC CHARITYANNUAL FUND$10,000
THE TRUSTEES OF THE LAWRENCEVILLE SCHOOL
2500 MAIN STREETLAWRENCE TOWNSHIPNJ08648NONEPUBLIC CHARITYANNUAL FUND$5,000
THIRD SECTOR NEW ENGLAND INC
89 SOUTH ST STE 700 LINCOLN PLAZABOSTONMA02111NONEPUBLIC CHARITYGENERAL OPERATING$18,000
TIVERTON SCHOOL DEPARTMENT
100 NORTH BRAYTON RD REARTIVERTONRI02878NONEPUBLIC CHARITYTEACHER PROFESSIONAL DEVELOPMENT$27,800
TOURO SYNAGOGUE FOUNDATION
85 TOURO STREETNEWPORTRI02840NONEPUBLIC CHARITYUNRESTRICTED$5,000
TOWN OF PORTSMOUTH RHODE ISLAND
2200 EAST MAIN ROADPORTSMOUTHRI02871NONEPUBLIC CHARITYDOG PARK EXPANSION$133,100
TOWN OF PORTSMOUTH- PORTSMOUTH SCHOOL DEPARTMENT
125 JEPSON LANEPORTSMOUTHRI02871NONEGOVERNMENTAL UNITPORTSMOUTH AGINNOVATION CONVENING$346
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
210 SOUTH 34TH STREETPHILADELPHIAPA19104NONEPUBLIC CHARITYFELLOWSHIP FUND FOR STUDENTS STUDYING ARCHITECTURE AT THE WEITZMAN SCHOOL AND ANNUAL FUND$162,500
UNIVERSITY OF RI FOUNDATION
79 UPPER COLLEGE RDKINGSTONRI02881NONEPUBLIC CHARITYCAPITAL- OCEAN ENGINEERING COMPLEX, PILOT OF FAMILIES ACTIVE IN THE COMMUNITY TOGETHER(FACT) WRIU TOWER REPLACEMENT FUND$3,079,539
UNIVERSITY OF VERMONT
411 MAIN STBURLINGTONVT05401NONEPUBLIC CHARITYTO SUPPORT FILM STUDIES$25,000
VNS OF NEWPORT & BRISTOL COUNTIES
1184 EAST MAIN ROADPORTSMOUTHRI02871NONEPUBLIC CHARITYUNRESTRICTED AND TO IMPROVE HEALTH CARE FOR NEWPORT COUNTY THROUGH PALLIATIVE SERVICES$45,000
WESLEYAN UNIVERSITY
318 HIGH STREETMIDDLETOWNCT06459NONEPUBLIC CHARITYFILM CENTER CAMPAIGN AND FINANCIAL AID$205,000
WHYY INC
PO BOX 900GREENCASTLEPA17225NONEPUBLIC CHARITYUNRESTRICTED$10,000
WREXHAM FOUNDATION
201913 YALE STATIONNEW HAVENCT06520NONEPUBLIC CHARITYUNRESTRICTED$10,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521NONEPUBLIC CHARITYANNUAL FUND$7,500
AMENITY AID
55 JEFFERSON BLVD LL4WARWICKRI02888NONEPUBLIC CHARITYACCESS TO HYGIENE PRODUCTS IN COLLABORATION WITH NEWPORT'S COMMUNITY SUPPORT NETWORK$6,500
AMERICAN PUBLIC MEDIA GROUP
480 CEDAR STREETST PAULMN55101NONEPUBLIC CHARITYUNRESTRICTED$2,500
ANNUAL GOWANUS ARTISTA STUDIO TOUR
282 22ND STREET 3BROOKLYNNY11215NONEPUBLIC CHARITYUNRESTRICTED$5,000
BOCA GRANDE UNITED METHODIST CHURCH
PO BOX 524BOCA GRANDEFL33921NONEPUBLIC CHARITYBOCA GRANDE DISASTER FUND$10,000
BROWNELL LIBRARY
PO BOX 146LITTLE COMPTONRI02837NONEPUBLIC CHARITYRENOVATION, PLANNING AND DESIGN SUPPORT FOR BROWNELL LIBRARY$20,000
CONANICUT ISLAND SAILING FOUNDATION
7 FELUCCA AVENUEJAMESTOWNRI02835NONEPUBLIC CHARITYCAPITAL READINESS ASSESSMENT AND CAPACITY SUPPORT$20,000
CONEXION LATINA NEWPORT
170 BROADWAYNEWPORTRI02840NONEPUBLIC CHARITYHISPANIC COMMUNITY ACCESS CENTER AND ASSOCIATED PROGRAMMING$102,500
EASTERN RHODE ISLAND CONSERVATION DISTRICT
PO BOX 158TIVERTONRI02878NONEPUBLIC CHARITYEXPAND SCHOOL AGE YOUTH EDUCATIONAL PROGRAMMING AT AGINNOVATION FARM$78,889
ENTREPRENEURSHIP FOR ALL INC
175 CABOT STREET SUITE 100LOWELLMA01854NONEPUBLIC CHARITYLAUNCH OF THE EFORALL RHODE ISLAND PROGRAM$30,000
EMMANUEL CHURCH
42 DEARBORN STREETNEWPORTRI02840NONEPUBLIC CHARITYROOF SEALANT AND STAINED GLASS WINDOW REPAIR$124,760
HANDS IN HARMONY
25 W INDEPENDENCE WAY SUITE BKINGSTONRI02882NONEPUBLIC CHARITYLAUNCH MUSIC THERAPY PROGRAM FOR SUBSTANCE EXPOSED CHILDREN 0-3 IN NEWPORT COUNTY$61,740
HIGHLANDER INSTITUTE
PO BOX 9207PROVIDENCERI02940NONEPUBLIC CHARITYTO PILOT TEACHER ASSISTANT TRAINING AND COMPLETE AN ASSESSMENT EXPLORING THE COMMUNITY EDUCATOR MODEL ON AQUIDNECK ISLAND$88,284
LA FARGE HERITAGE FOUNDATION OF NEWPORT
73 PELHAM STREETNEWPORTRI02840NONEPUBLIC CHARITYTO SECURE THE PARISH HOUSE BUILDING ENVELOPE, TO CONDUCT AN ACOUSTICAL STUDY IN THE CHURCH SANCTUARY$268,061
LIME ROCK FOUNDATION
170 WELLINGTON AVENUENEWPORTRI02840NONEPUBLIC CHARITYFOR RESTORATION OF THE HISTORICALLY SIGNIFICANT BUILDINGS AND CLUB HOUSE$3,000
FRIENDS OF LITTLE COMPTON WELLNESS CENTER INC
115 EAST MAIN ROADLITTLE COMPTONRI02837NONEPUBLIC CHARITYREPLACEMENT OF 8 ORIGINAL WOOD FRAME WINDOWS AND ASSOCIATED TRIM AT THE WELLNESS CENTER$19,200
MAYSLES INSTITUTE INC
343 LENOX AVENUENEW YORKNY10027NONEPUBLIC CHARITYUNRESTRICTED$2,500
MEMORIAL SLOAN KETTERING CANCER CENTER
633 THIRD AVENUE 5TH FLRNEW YORKNY10017NONEPUBLIC CHARITYUNRESTRICTED$10,000
MSRED ALUMNI ASTRAL DEVELOPMENT
138 WEST 25TH ST 9TH FLRNEW YORKNY10001NONEPUBLIC CHARITYFOR THE ANNUAL FUND$10,000
MYSTIC SEAPORT MUSEUM INC
75 GREENMANVILLE AVENUEMYSTICCT06355NONEPUBLIC CHARITYSARGENT, WHISTLER AND VENETIAN GLASS: AMERICAN ARTISTS AND THE MAGIC OF MURANO EXHIBITION$10,000
OPEN PATHS COUNSELING CENTER
301 NPRAIRIE AVENUE STE 510INGLEWOODCA90301NONEPUBLIC CHARITYUNRESTRICTED$2,000
PARENT SUPPORT NETWORK OF RHODE ISLAND
535 CENTERVILLE ROAD STE 202WARWICKRI02886NONEPUBLIC CHARITYPEER SUPPORT MODEL FOR YOUTH AND FAMILY BEHAVIORAL HEALTH AND PEER RECOVERY SUPPORT SERVICES FOR ADULTS IN NEWPORT COUNTY$200,000
PENNSYLVANIA ACADEMY OF FINE ARTS
118 NORTH BROAD STREETPHILADELPHIAPA19102NONEPUBLIC CHARITYUNRESTRICTED$3,500
PROSPECT PARK ALLIANCE INC
95 PROSPECT PARK WESTBROOKLYNNY11215NONEPUBLIC CHARITYUNRESTRICTED$5,000
RHODE ISLAND COALITION FOR CHILDREN AND FAMILIES EDUCATION FUND INC
623 ATWELLS AVENUEPROVIDENCERI02909NONEPUBLIC CHARITYBUILD CAPACITY FOR BEHAVIORAL HEALTH SYSTEM$110,000
RHODE ISLAND HOSPITALITY EDUCATION FOUNDATION
94 SABRA STREETCRANSTONRI02910NONEPUBLIC CHARITYINITIATING A NEWPORT AREA HOSPITALITY WORKER PIPELINE$69,000
RHODE ISLAND ASSOCIATION FOR INFANT MENTAL HEALTH
350 POINT STREETPROVIDENCERI02903NONEPUBLIC CHARITYCOMMUNITY OF PRACTICE IN INFANT MENTAL HEALTH IN THE EARLY INTERVENTION SYSTEM$197,994
SALVATION ARMY WORLD SERVICE OFFICE SAWSO
PO BOX 418558BOSTONMA02241NONEPUBLIC CHARITYHUMANITARIAN RELIEF IN UKRAINE$10,000
SANKOFA COMMUNITY CONNECTION
2 BROADWAYNEWPORTRI02840NONEPUBLIC CHARITYTO TRAIN AND EQUIP GUIDES FOR AFRICAN-AMERICAN CULTURAL AND HISTORY TOUR INITIATIVE$10,000
SELFHELP COMMUNITY SERVICES FOUNDATION
520 EIGHTH STREETNEW YORKNY10018NONEPUBLIC CHARITYUNRESTRICTED$5,000
THE LIVESTOCK INSTITUTE OF SOUTHERN NEW ENGLAND
287 STATE ROADWESTPORTMA02790NONEPUBLIC CHARITYFOR EQUIPMENT$100,000
THUNDERMIST HEALTH CENTER
171 SERVICE AVENUEWARWICKRI02886NONEPUBLIC CHARITYPILOT SCHOOL-BASED TELEHEALTH SERVICES$84,675
TIVERTON LIBRARY FOUNDATION INC
34 ROOSEVELT AVENUETIVERTONRI02878NONEPUBLIC CHARITYCAPITAL READINESS ASSESSMENT$10,000
OPERATION OPPORTUNITY FOUNDATION
1012 14TH STREET NW STE 1200WASHINGTONDC20005NONEPUBLIC CHARITYUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,327,822TotalGrantOrContriPdDurYrAmt
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$4,069,986ExclusionAmt
Related Or Exempt Function Incm$286,840RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$762,086UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,979,099ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$762,086UnrelatedBusinessTaxblIncmAmt
Exclusion$26,049,085ExclusionAmt
Related Or Exempt Function Incm$286,840RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,098,011TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementTAX EXEMPT INTERESTRelationshipStatementTxt

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 Line1VAN BEUREN CLAT ABusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BGAPTS 501 MADISON AVE 17FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,623,502TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$48,506Amt
Net Investment Income$48,506NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME OBLIGATIONSBondNm
EOY Book Value$23,646,466EOYBookValueAmt
EOYFMV$23,646,466EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$82,375,918EOYBookValueAmt
EOYFMV$82,375,918EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLIMITED PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$184,288,401BookValueAmt
EOYFMV$184,288,401EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$7,705LegalFeesAmt
Net Investment Income$5,137NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,568DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INCOME RECEIVABLE$83,560$88,252$88,252
SECURITY DEPOSIT/PREPAID EXP$12,797$12,439$12,439
PREPAID EXCISE TAX$13,686$13,686$13,686

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN MARKET VALUE OF SECURITIES$80,472,251
CHANGE IN BENEFICIAL INTEREST IN CLAT$1,623,502

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE OPERATING EXPENSE$115,714$0$115,714
FILING FEES$97$65$32
INSURANCE$11,293$3,764$7,529
NON DEDUCTIBLE EXP THRU PARTNERSHIP$34,747$0$0
TRAINING/TUITION$15,651$0$15,651
SPECIAL INITIATIVES$138,840$0$138,840
CONSULTING$84,568$0$84,568
COMMUNITY EVENTS$8,782$0$8,782
DEDUCTIONS FROM PASSTHROUGH$158,818$158,818$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUBTI FROM PASSTHROUGHDesc
Revenue And Expenses Per Books$762,086RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$762,086AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT SERVICESCategoryTxt
Amt$2,801,773Amt
Net Investment Income$2,801,773NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX/UBTI TAX$649,937$0$0
PAYROLL TAXES$53,338$0$53,338

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.