THE EMILY HALL TREMAINE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE EMILY HALL TREMAINE FOUNDATION INC (EIN 22-2533743)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202333179349101168
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)
Return2023-11-13T10:31:25-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101670008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222533743EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EMILY HALL TREMAINE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEMILBusinessNameControlTxt
Phone2036395547PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1171 ORANGE STREETAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065103153ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE KNAPIKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2036395547PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHELLEPersonFirstNm
Person LastKNAPIKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone2122862600PhoneNum
Preparation2023-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$85,590,199FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$132InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$132InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$364,914DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,332,174DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$772,937NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$1,412,161CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,831OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$323,192OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,140,814TotalRevAndExpnssAmt
Total Net Invst Incm$2,421,275TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$220,917CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$220,917CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$237,021OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$237,021OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$136,375PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$136,375PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$15,541LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$15,541LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,144AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$23,144AccountingFeesChrtblPrpsAmt
Interest Net Invst Incm$48,530InterestNetInvstIncmAmt
Taxes Rev And Expnss$18,756TaxesRevAndExpnssAmt
Taxes Net Invst Incm$44,271TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$35,579OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$35,579OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$123,287TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$123,287TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,179,572OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$979,086OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$617,362OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,990,192TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,071,887TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,409,226TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,428,397ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,428,397ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,418,589TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,071,887TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,837,623TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,277,775ExcessRevenueOverExpensesAmt
Net Investment Income$1,349,388NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,856CashBOYAmt
Cash EOY$11,610CashEOYAmt
Cash EOYFMV$11,610CashEOYFMVAmt
Sav And Temp Cash Invst BOY$53,316SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$48,448SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$48,448SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$156,244PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$156,244PrepaidExpensesEOYFMVAmt
Other Investments BOY$72,821,849OtherInvestmentsBOYAmt
Other Investments EOY$67,772,490OtherInvestmentsEOYAmt
Other Investments EOYFMV$84,757,530OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$337,352LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$309,885LandBldgEquipAccumDeprecAmt
Land BOY$27,467LandBOYAmt
Land EOY$27,467LandEOYAmt
Land EOYFMV$27,467LandEOYFMVAmt
Other Assets BOY$24,236OtherAssetsBOYAmt
Other Assets EOY$588,900OtherAssetsEOYAmt
Other Assets EOYFMV$588,900OtherAssetsEOYFMVAmt
Total Assets BOY$72,941,724TotalAssetsBOYAmt
Total Assets EOY$68,605,159TotalAssetsEOYAmt
Total Assets EOYFMV$85,590,199TotalAssetsEOYFMVAmt
Accounts Payable BOY$58,790AccountsPayableBOYAmt
Total Liabilities BOY$58,790TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$72,882,934NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$68,605,159NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$72,882,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$68,605,159TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$72,941,724TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$68,605,159TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$72,882,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,277,775ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$68,605,159SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$68,605,159TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTHRU SCHEDULE K-1 - EHTF, LPPropertyDesc
How AcquiredPHowAcquiredCd
Gain Or Loss$1,412,161GainOrLossAmt
Gains Minus Excess Or Losses$1,412,161GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,412,161CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,756InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,756SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,756TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$175,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$175,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$156,244OverpaymentAmt
Applied To ES Tax$156,244AppliedToESTaxAmt
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 StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.TREMAINEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksMICHELLE KNAPIK PRESIDENTIndividualWithBooksNm
Phone2036395544PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1171 ORANGE STREETAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065103153ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PALMER DEPETRO
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR, CHAIRPERSON3.00$0$0$0
MARILYN DEPETRO
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR, SECRETARY3.00$0$0$0
HUNTER TREMAINE
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR, TREASURER3.00$0$0$0
ALEXANDRA TREMAINE
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
CLEIGHTON DEPTRO
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
DIANA DEPETRO
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
EMILY WICK
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
JOHN M TREMAINE JR
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
LAUREN COLLINS
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
MACKENZIE STANLEY
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR (LEFT 03/26/2022)3.00$0$0$0
PAGE TREMAINE
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
PORTER COLLINS
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
SARAH C TREMAINE
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
TYLER TREMAINE
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
WHITNEY O'BRIEN
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
WILLIAM O'BRIEN
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR3.00$0$0$0
CATE BULGER
171 ORANGE STREET STREETNEW HAVENCT065103153ASSOCIATE DIRECTOR (BEGAN 03/26/22)3.00$0$0$0
CHAPPIE WICK
171 ORANGE STREET STREETNEW HAVENCT065103153ASSOCIATE DIRECTOR (BEGAN 03/26/22)3.00$0$0$0
SAGE TREMAINE
171 ORANGE STREET STREETNEW HAVENCT065103153ASSOCIATE DIRECTOR (BEGAN 03/26/22)3.00$0$0$0
ATWOOD COLLINS III
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR EMERITUS3.00$0$0$0
BURTON G TREMAINE III
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR EMERITUS3.00$0$0$0
JANET T STANLEY
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR EMERITUS3.00$0$0$0
JOHN M TREMAINE
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR EMERITUS3.00$0$0$0
PHILIP STANLEY
171 ORANGE STREET STREETNEW HAVENCT065103153DIRECTOR EMERITUS3.00$0$0$0
MICHELLE KNAPIK
171 ORANGE STREET STREETNEW HAVENCT065103153PRESIDENT40.00$220,917$55,056$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
HEATHER PONTONIO
171 ORANGE STREETNEW HAVENCT065103153SENIOR PROGRAM DIREC40.00$103,966$27,177$0
ALEXIS BIVENS
171 ORANGE STREETNEW HAVENCT065103153PROGRAM DIRECTOR40.00$65,070$17,812$0
RENIE BESAW
171 ORANGE STREETNEW HAVENCT065103153ACCOUNTING MANAGER20.00$67,985$8,498$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SYNOPTIC OFFICE LIMITED COMPANY
62 HICKS STREET SUITE 4BROOKLYNNY112011304PROGRAMMATIC CONSULTANT$124,253
PF LOOP INC
2 PRINCETON ROADARLINGTONMA024748238PROGRAMMATIC CONSULTANT$61,012
FieldValueIRS element (for citing)
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$91,094,307AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$537,038AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$91,631,345TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$91,631,345AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,374,470CashDeemedCharitableAmt
Net Vl Noncharitable Assets$90,256,875NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,512,844MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,512,844MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,756TaxBasedOnInvestmentIncomeAmt
Income Tax$921IncomeTaxAmt
Total Tax$19,677TotalTaxAmt
Distributable Before Adj$4,493,167DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,493,167DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,493,167DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,837,623ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,837,623QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,493,167DistributableAsAdjustedAmt
Undistributed Income PY$4,253,566UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,837,623QualifyingDistributionsAmt
Applied To Year1$4,253,566AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$584,057AppliedToCurrentYearAmt
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$3,909,110UndistributedIncomeCYAmt
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 (194 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AAMC FOUNDATION
205 LEXINGTON AVENUE SUITE 901NEW YORKTX10016N/APCVISUAL ART - PROJECT/PROGRAM$50,000
ACE MENTOR PROGRAM OF GREATER BOSTON
1 PLEASURE ISLAND ROAD SUITE 2AWAKEFIELDMA01880N/APCEDUCATION - GENERAL OPERATING$10,000
ADAM J LEWIS ACADEMY
500 STATE STREETBRIDGEPORTCT06604N/APCEDUCATION - GENERAL OPERATING$5,000
AIM ACADEMY
1200 RIVER ROADCONSHOHOCKENPA19428N/APCEDUCATION - GENERAL OPERATING$223,738
AIR COLLABORATIVE
8003 CLEARFIELD ROADFREDERICKMD21702N/APCVISUAL ART - PROJECT/PROGRAM$21,000
ALBERMARLE HOUSING IMPROVEMENT PROGRAM
2127 BERKMAR DRIVECHARLOTTESVILLEVA22901N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
ALL HANDS VOLUNTEERS INC
6 COUNTY ROAD SUITE 6MATTAPOISETTMA02739N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
AMERICANS FOR THE ARTS
1275 K STREET NW SUITE 1200WASHINGTONDC20005N/APCVISUAL ART - PROJECT/PROGRAM$15,000
ART AND CULTURE TOGETHER INC
305 KNOWLTON STREETBRIDGEPORTCT06608N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$15,000
ARTISTS ASSOCIATION OF NANTUCKET
24 AMELIA DRIVE SUITE 1NANTUCKETMA02554N/APCVISUAL ART - GENERAL OPERATING$5,000
ARTS DESIGN ALUMNI RESEARCH (DBA SNAAP)
PO BOX 25682PROVIDENCERI02905N/APCVISUAL ART - PROJECT/PROGRAM$90,000
ARTS COUNCIL OF WINSTON-SALEM AND FORESYTH COUNTY
251 N SPRUCE STREETWINSTONSALEMNC27101N/APCVISUAL ART - PROJECT/PROGRAM$26,000
ASPETUCK LAND TRUST INC
PO BOX 444WESTPORTCT06881N/APCENVIRONMENT - GENERAL OPERATING$2,500
ATLANTA CONCORDE FIRE SOCCER ASSOCIATION INC
860 JOHNSON FERRY ROAD SUITE 140ATLANTAGA30342N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000329
BABSON COLLEGE
231 FOREST STREETWELLESLEYMA02457N/APCEDUCATION - GENERAL OPERATING$5,000
BETHEL EDUCATION FOUNDATION
PO BOX 92BETHELCT06801N/APCEDUCATION - GENERAL OPERATING$1,000
BROOKLINE FOOD PANTRY INC
PO BOX 45BROOKLINEMA02446N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
BROOKLINE FOUNDATION INC
PO BOX 470652BROOKLINEMA02146N/APCEDUCATION - GENERAL OPERATING$5,000
CALIFORNIA COLLEGE OF THE ARTS
1111 EIGHTH STREETSAN FRANCISCOCA94107N/APCVISUAL ART - PROJECT/PROGRAM$10,000
CANAL DOCK BOATHOUSE
475 LONG WHARF DRIVE PO BOX 8442NEW HAVENCT06530N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
CATHOLIC ACADEMY OF BRIDGEPORT
63 PEQUONNOCK STREETBRIDGEPORTCT06604N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
CHARLESTON ANIMAL SOCIETY
2455 REMOUNT ROADNORTH CHARLESTONSC29406N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
CHARLOTTESVILLE AREA COMMUNITY FDN
PO BOX 1767CHARLOTTESVILLENC22902N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$24,500
CHASTAIN HORSE PARK LTD
4371 POWERS FERRY ROADATLANTAGA30327N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
CHIEFS FOR CHANGE
1455 PENNSYLVANIA AVENUE SUITEWASHINGTONDC20004N/APCEDUCATION - PROJECT/PROGRAM$50,000400-311
CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION INC
1575 NE EXPRESSWAYATLANTAGA30329N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
CHILDREN'S HOME SOCIETY OF WASHINGTON
17010 S VAUGHN ROADVAUGHNWA98394N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
CLEVELAND BOTANICAL GARDENS
11030 EAST BOULEVARDCLEVELANDOH44106N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUECLEVELANDOH44195N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
CLEVELAND MUSEUM OF ART
11150 EAST BOULEVARDCLEVELANDOH44106N/APCVISUAL ART - GENERAL OPERATING$1,000
COLCHESTER LAND TRUST INC
PO BOX 93COLCHESTERCT06415N/APCENVIRONMENT - GENERAL OPERATING$500
COMMUNITY INVESTMENT COLLABORATIVE
PO BOX 2976CHARLOTTESVILLEVA22902N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
CONNECTICUT AUDUBON SOCIETY INC
2325 BURR STREETFAIRFIELDCT06824N/APCENVIRONMENT - GENERAL OPERATING$1,000
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK 1-205HARTFORDCT06106N/APCENVIRONMENT - PROJECT/PROGRAM - COLLABORATION$50,000
CONNECTICUT ROUNDTABLE ON CLIMATE AND JOBS INC
160 COW HILL ROADCLINTONCT06413N/APCENVIRONMENT - PROJECT/PROGRAM$20,000
CONNECTICUT WOMEN'S HALL OF FAME
320 FITCH STREET SCHWARTZ HALL B3NEW HAVENCT06515N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,200
CONTEMPORARY ARTS CENTER CINCINNATI
44 E 6TH STREETCINCINNATIOH45202N/APCVISUAL ART - PROJECT/PROGRAM$10,000
DATAHAVEN
1146 CHAPEL STREET SUITE 202NEW HAVENCT06511N/APCENVIRONMENT - PROJECT/PROGRAM$20,000
DENISON UNIVERSITY
100 WEST COLLEGE STREETGRANVILLEOH43023N/APCEDUCATION - GENERAL OPERATING$25,000
DIASPORA VIBE CULTURAL ARTS INCUBATOR INC
6011 N BAYSHORE DRIVE 10MIAMIFL33137N/APCVISUAL ART - PROJECT/PROGRAM$15,000
DIVERSEWORKS
3400 MAIN STREET SUITE 292HOUSTONTX77002N/APCVISUAL ART - PROJECT/PROGRAM$3,000
DUNAMIS BOSTON
15 CHANNEL CENTER STREET SUITE 103BOSTONMA02210N/APCVISUAL ART - PROJECT/PROGRAM$15,000
EAGLEBROOK SCHOOL (ALLEN-CHASE FOUNDATION)
PO BOX 7DEERFIELDMA01342N/APCEDUCATION - GENERAL OPERATING$18,000
EAR COMMUNITY INC
280 E FIRST AVENUE UNIT 704 PO BOXBROOMFIELDCO80038N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,0002040
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA02494N/ANCEDUCATION - CAPACITY BUILDING$262,500
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA02494N/ANCEDUCATION - PROJECT/PROGRAM$10,000
ELEVATE 215
123 S BROAD STREET SUITE 1170PHILADELPHIAPA19109N/APCEDUCATION - PROJECT/PROGRAM$23,342
ETHEL WALKER SCHOOL INC
230 BUSHY HILL ROADSIMSBURYCT06070N/APCEDUCATION - GENERAL OPERATING$60,400
FAIRFIELD COUNTRY DAY SCHOOL
2970 BRONSON ROADFAIRFIELDCT06824N/APCEDUCATION - GENERAL OPERATING$2,500
FAIRFIELD HISTORICAL SOCIETY INC
370 BEACH ROADFAIRFIELDCT06824N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
FAIRFIELD THEATRE COMPANY INC
70 SANFORD STREETFAIRFIELDCT06824N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
FAY SCHOOL INC
48 MAIN STREET PO BOX 9106SOUTHBOROUGHMA01772N/APCEDUCATION - GENERAL OPERATING$3,100
FEED MY STARVING CHILDREN
401 93RD AVENUE NWCOON RAPIDSMN55433N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
FISHERS ISLAND COMMUNITY CENTER INC
PO BOX 464FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
FISHERS ISLAND CONSERVANCY INC
PO BOX 553FISHERS ISLANDNY06390N/APCENVIRONMENT - GENERAL OPERATING$6,500
FISHERS ISLAND FIRE DEPARTMENT
PO BOX 123FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
FISHERS ISLAND LIBRARY ASSOCIATION
PO BOX 366FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
FISHERS ISLAND RECREATIONAL PATH FDN
PO BOX 619FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,500
FOCUSED ULTRASOUND FOUNDATION
1230 CEDARS COURT SUITE 206CHARLOTTESVILLEVA22903N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
FREE LIBRARY OF PHILADELPHIA FOUNDATION
1901 VINE STREET SUITE 111PHILADELPHIAPA19103N/APCEDUCATION - GENERAL OPERATING$100,000
FRIENDS OF MATERIALS FOR THE ARTS
33-00 NORTHERN BOULEVARD 3RD FLOORLONG ISLAND CITYNY11101N/APCEDUCATION - GENERAL OPERATING$1,000
GIG HARBOR NOW
PO BOX 546GIG HARBORWA98335N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
GIG HARBOR PENINSULA FISH
PO BOX 154GIG HARBORWA98335N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
GRANARY ARTS
86 N MAIN STEPHRAIMUT84627N/APCVISUAL ART - PROJECT/PROGRAM$1,400
GREAT PLAINS INSTITUTE (FISCAL AGENT FOR SUSTAINABLE STATES NETWORK)
2801 21ST AVENUE SOUTH SUITE 220MINNEAPOLISMN55407N/APCENVIRONMENT - CAPACITY BUILDING$130,000
GREAT PLAINS INSTITUTE (FISCAL AGENT FOR SUSTAINABLE STATES NETWORK)
2801 21ST AVENUE SOUTH SUITE 220MINNEAPOLISMN55407N/APCENVIRONMENT - GENERAL OPERATING$30,000
GREATER CLEVELAND SPORTS HALL OF FAME INC
1120 CHESTER AVENUE SUITE 470CLEVELANDOH44114N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
GREATER HOUSTON ROWING CLUB
PO BOX 834SUGAR LANDTX77487N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
GREENFIELD HILL CONGREGATIONAL CHURCH
1045 OLD ACADEMY ROADFAIRFIELDCT06824N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$7,000
GREENS FARMS ACADEMY
35 BEACHSIDE AVENUE PO BOX 998GREENS FARMSCT06838N/APCEDUCATION - GENERAL OPERATING$26,000
GREENWAVE ORGANIZATION CORP
315 FRONT STREETNEW HAVENCT06513N/APCENVIRONMENT - GENERAL OPERATING$1,500
GROUNDWORK BRIDGEPORT
1001 MAIN STREET SUITE 20BRIDGEPORTCT06604N/APCENVIRONMENT - GENERAL OPERATING$20,000
HARBOR WILDWATCH
3207 HARBORVIEW DRIVEGIG HARBORWA98335N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
HARVARD GRADUATE SCHOOL OF EDUCATION
124 MOUNT AUBURN STREETCAMBRIDGEMA02138N/APCEDUCATION - GENERAL OPERATING$1,000
HATHAWAY BROWN SCHOOL
196000 NORTH PARK BOULEVARDSHAKER HEIGHTSOH44122N/APCEDUCATION - GENERAL OPERATING$36,000
HENRY L FERGUSON MUSEUM
PO BOX 554FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
HILLSIDE SCHOOL
404 ROBIN HILL ROADMARLBOROUGHMA01752N/APCEDUCATION - GENERAL OPERATING$20,000
HORIZONS BRIDGEPORT
1057 BROAD STREETBRIDGEPORTCT06604N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
HOUSTON ARTS ALLIANCE
5280 CAROLINE STREET SUITE 100HOUSTONTX77004N/APCVISUAL ART - PROJECT/PROGRAM$25,000
HOUSTON FOOD BANK
HOUSTON FOOD BANK 535 PORTWALLHOUSTONTX77029N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000STREET
HYPERALLERGIC MEDIA INC
181 N 11TH STREET SUITE 302BROOKLYNNY11211N/ANCVISUAL ART - PROJECT/PROGRAM$80,000
INDIAN RIVER HOSPITAL FOUNDATION INC
1000 36TH STREETVERO BEACHFL32960N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
INTERNATIONAL LANDSCAPE LIGHTING INSTITUTE INC
UNIVERSITY OF OKLAHOMA 480 24THNORMANOK73069N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$4,000AVENUE NW SUITE 250
ISLAND HEALTH PROJECT
PO BOX 344FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$7,500
IX ART PARK FOUNDATION
201 EAST MAIN STREET SUITE OCHARLOTTESVILLEVA22902N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
KENT SCHOOL CORPORATION
1 MACENDONIA ROADKENTCT06757N/APCEDUCATION - GENERAL OPERATING$2,000
KENTUCKY ARTS COUNCIL
500 MERO STREET 5TH FLOORFRANKFORTKY40601N/APCVISUAL ART - PROJECT/PROGRAM$20,000
KEY PENINSULA CIVIC CENTER
PO BOX 82VAUGHNWA98394N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
KEY PENINSULA PARKS AND RECREATION FOUNDATION
PO BOX 188LAKEBAYWA98349N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
LESLIE-LOHMAN MUSEUM OF GAY AND LESBIAN ART
26 WOOSTER STREETNEW YORKNY10013N/APCVISUAL ART - PROJECT/PROGRAM$10,000
LITTLE SISTERS FUND
PO BOX 909HAILEYID83333N/APCEDUCATION - GENERAL OPERATING$11,000
LONGBRANCH FOUNDATION
PO BOX 111LAKEBAYWA98349N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
LOOMIS INSTITUTE
4 BATCHELDER ROADWINDSORCT06095N/APCEDUCATION - GENERAL OPERATING$5,000
MAP INTERNATIONAL
4700 GLYNCO PARKWAYBRUNSWICKGA31525N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,500
MASS MOCA
1040 MASS MOCA WAYNORTH ADAMSMA01247N/APCVISUAL ART - PROJECT/PROGRAM$10,000
METHODIST HOSPITAL FOUNDATION
PO BOX 4384HOUSTONTX77210N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,500
METRO SQUASH NFP
6100 S COTTAGE GROVE AVENUECHICAGOIL60637N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$6,000
MIDDLEBURY COLLEGE
700 EXCHANGE STREET SUITE 214MIDDLEBURYVT05753N/APCEDUCATION - GENERAL OPERATING$3,500
MINORITY INCLUSION PROJECT
10 MAIN STREET UNIT 405WINDSOR LOCKSCT06096N/APCENVIRONMENT - PROJECT/PROGRAM - GENERAL OPERATING$20,000
MOCA WESTPORT
19 NEWTOWN TURNPIKEWESTPORTCT06880N/APCVISUAL ART - GENERAL OPERATING$1,100
MUSEUM OF CONTEMPORARY ART
250 S GRAND AVENUELOS ANGELESCA90012N/APCVISUAL ART - PROJECT/PROGRAM$10,000
NANTUCKET CONSERVATION FDN INC
PO BOX 13 118 CLIFF ROADNANTUCKETMA02554N/APCENVIRONMENT - GENERAL OPERATING$5,000
NATIONAL SAILING HALL OF FAME MUSEUM INC
365 THAMES STREETNEWPORTRI02840N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY (FORMERLY MUSIC AND ARTS CENTER FO
150 ELM STREETBRIDGEPORTCT06604N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,100
NEW RIVER ABORTION ACCESS FUND
PO BOX 10701BLACKSBURGVA24062N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
NEW YORK FOUNDATION FOR THE ARTS
29 WEST 38TH STREET 9TH FLOORNEW YORKNY10018N/APCVISUAL ART - PROJECT/PROGRAM$58,100
NEW YORK HARBOR FOUNDATION
BATTERY MARINE BUILDING SLIP 7 10NEW YORKNY10004N/APCENVIRONMENT - GENERAL OPERATING$1,500SOUTH STREET
NEW YORK HARBOR FOUNDATION
BATTERY MARINE BUILDING SLIP 7 10NEW YORKNY10004N/APCEDUCATION - GENERAL OPERATING$5,000SOUTH STREET
NO GREATER SACRIFICE FOUNDATION
1101 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000300
NORTHLAND HOSPICE AND PALLIATIVE CARE INC
452 N SWITZER CANYON DRIVE SUITE AFLAGSTAFFAZ86001N/APCEDUCATION - COMMUNITY PROJECTS$500
ODYSSEY INC
1424 W PACES FERRY ROAD NWATLANTAGA30327N/APCEDUCATION - GENERAL OPERATING$10,000
OHIO-WESLEYAN UNIVERSITY
61 S SANDUSKY STREETDELAWAREOH43015N/APCEDUCATION - GENERAL OPERATING$2,500
PA BRANCH INTERNATIONAL DYSLEXIA ASSOCIATION (PBIDA)
116 GAY STREET PO BOX 562PHOENIXVILLEPA19460N/APCEDUCATION - PROJECT/PROGRAM$25,000
PARK CITY COMPOST INITIATIVE INC
511 LAKE AVEBRIDGEPORTCT06605N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,300
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAYMALIBUCA90263N/APCEDUCATION - GENERAL OPERATING$2,000
PEQUOT LIBRARY ASSOCIATION
720 PEQUOT AVENUESOUTHPORTCT06890N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$8,000
PERFORMANCE ZONE INC (DBA THE FIELD)
75 MAIDEN LANE SUITE 906NEW YORKNY10038N/APCVISUAL ART - PROJECT/PROGRAM$35,700
PERFORMANCE ZONE INC (DBA THE FIELD)
75 MAIDEN LANE SUITE 906NEW YORKNY10038N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$10,000
PHILADELPHIA CONTEMPORARY
1112 N BODINE STREETPHILADELPHIAPA19123N/APCVISUAL ART - PROJECT/PROGRAM$1,000
PRATT INSTITUTE
200 WILLOUGHBY AVENUEBROOKLYNNY11205N/APCVISUAL ART - PROJECT/PROGRAM$50,000
PREBLE STREET
55 PORTLAND STREETPORTLANDME04101N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$23,000
PROJECT HORIZON INC
120 VARNER LANELEXINGTONVA24450N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$4,000
PROTOCINEMA
31 MADISON STREET SUITE 2BNEW YORK CITYNY10038N/APCVISUAL ART - PROJECT/PROGRAM$10,000
PROVIDENCE PORTLAND MEDICAL FOUNDATION
4805 NE GLISAN STREETPORTLANDOR97213N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$6,000
RAISING A READER (RAR-MA INC)
3 SCHOOL STREET 3RD FLOORBOSTONMA02108N/APCEDUCATION - GENERAL OPERATING$5,000
REAL FOOD SHARE INC
11 ORCHARD HILL ROADNEWTOWNCT06470N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$800
RIVERKEEPER INC
20 SECOR ROADOSSININGNY10562N/APCENVIRONMENT - GENERAL OPERATING$2,000
RIVERSIDE THEATRE
3250 RIVERSIDE PARK DRIVEVERO BEACHFL32963N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,500
ROW NEW YORK
110 W 40TH STREET SUITE 602NEW YORKNY10018N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT06825N/APCEDUCATION - GENERAL OPERATING$2,000
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT06825N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
SALEM ACADEMY & COLLEGE
601 SOUTH CHURCH STREETWINSTON SALEMNC27101N/APCVISUAL ART - PROJECT/PROGRAM$1,000
SALISBURY SCHOOL
251 CANAAN ROADSALISBURYCT06068N/APCEDUCATION - GENERAL OPERATING$2,000
SCHENCK SCHOOL INC
282 MT PARAN ROAD NWATLANTAGA30327N/APCEDUCATION - GENERAL OPERATING$5,000
SCULPTURECENTER166
44-19 PURVES STREETLONG ISLAND CITYNY11101N/APCVISUAL ART - PROJECT/PROGRAM$10,000
SEA TURTLE CONSERVANCY
4581 NW 6TH STREET SUITE AGAINESVILLEFL32609N/APCENVIRONMENT - GENERAL OPERATING$2,000
SECOND STREET GALLERY INC
115 SECOND STREETCHARLOTTESVILLEVA22902N/APCVISUAL ART - GENERAL OPERATING$1,000
SHENANDOAH VALLEY ART CENTER INC
PO BOX 907WAYNESBOROVA22980N/APCVISUAL ART - GENERAL OPERATING$1,000
SOCIAL GOOD FUND
12651 SAN PABLO AVENUE SUITE 5473RICHMONDCA94805N/APCEDUCATION - COMMUNITY PROJECTS$500
SOUTH ARTS
1800 PEACHTREE STREET NW SUITE 808ATLANTAGA30309N/APCVISUAL ART - PROJECT/PROGRAM$40,000
SOUTHPORT CONGREGATIONAL UNITED CHURCH
524 PEQUOT AVENUESOUTHPORTCT06890N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$4,000
SPENCER MUSEUM OF ART UNIVERSITY OF KANSAS
1301 MISSISSIPPI STREETLAWRENCEKS66045N/APCVISUAL ART - PROJECT/PROGRAM$5,000
ST JOHN'S SCHOOL
2401 CLAREMONT LANEHOUSTONTX77019N/APCEDUCATION - GENERAL OPERATING$5,000
STORY OF STUFF PROJECT
1442 A WALNUT STREET SUITE 272BERKELEYCA94709N/APCENVIRONMENT - GENERAL OPERATING$2,000
SUFFIELD ACADEMY
185 NORTH MAIN STREETSUFFIELDCT06078N/APCEDUCATION - GENERAL OPERATING$3,000
SUFFOLK UNIVERSITY
73 TREMONT STREET 11TH FLOORBOSTONMA02108N/APCEDUCATION - GENERAL OPERATING$2,500
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - PROJECT/PROGRAM$255,000
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - CAPACITY BUILDING$25,000
SUSTAINABLE CT INC
PO BOX 300STORRSLA06268N/APCENVIRONMENT - GENERAL OPERATING$389,477
SYNGAP RESEARCH FUND INCORPORATED
1270 LINCOLN AVENUEPALO ALTOCA94301N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
TAFT SCHOOL CORPORATION
110 WOODBURY ROADWATERTOWNCT06795N/APCEDUCATION - GENERAL OPERATING$3,500
TARA FARM RESCUE
670 BABCOCK HILL ROADCOVENTRYCT06238N/APCEDUCATION - COMMUNITY PROJECTS$500
TEN DIRECTIONS INC
318 WEST MAIN STREETCHESTERCT06412N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$10,000
THE ANDREW K DWYER FOUNDATION
756 GUARD HILL ROADBEDFORDMA10506N/APCEDUCATION - GENERAL OPERATING$500
THE ANDREW K DWYER FOUNDATION
756 GUARD HILL ROADBEDFORDMA10506N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
THE ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603N/APCVISUAL ART - PROJECT/PROGRAM$10,000
THE ARTS COUNCIL OF GREATER NEW HAVEN
70 AUDUBON STREET SUITE 2ANEW HAVENCT06510N/APCENVIRONMENT - GENERAL OPERATING$20,000
THE BOSTON HOUSE HOPE AND HEALING FOR CHILDREN WITH CANCER
229 KENT STREETBROOKLINEMA02446N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,500
THE CENTER FOR LAND USE INTERPRETATION
9331 VENICE BOULEVARDCULVER CITYCA90232N/APCVISUAL ART - PROJECT/PROGRAM$5,000
THE DEPARTMENT OF CULTURAL AFFAIRS (NEW HAVEN FESTIVAL INC)
165 CHURCH STREET 2ND FLOORNEW HAVENCT06510N/APCENVIRONMENT - PROJECT/PROGRAM$10,000
THE INNOCENCE PROJECT
40 WORTH STREET SUITE 701NEW YORKNY10013N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
THE KINKAID SCHOOL
201 KINKAID SCHOOL DRIVEHOUSTONTX77024N/APCEDUCATION - GENERAL OPERATING$5,000
THE LEARNING ALLIANCE
PO BOX 2647BEACHFL32961N/APCEDUCATION - GENERAL OPERATING$155,000
THE LIGHTHOUSE WORKS INC
PO BOX 385FISHERS ISLANDNY06390N/APCVISUAL ART - GENERAL OPERATING$6,000
THOMAS S KENAN INSTITUTE FOR THE ARTS UNIVERSITY OF NORTH CAROLINA SCHOOL
1722 SOUTH MAIN STREETWINSTONSALEMNC27127N/APCVISUAL ART - PROJECT/PROGRAM$33,000
TRIANGLE ARTWORKS
3119 BIRNAMWOOD ROADRALEIGHNC27607N/APCVISUAL ART - PROJECT/PROGRAM$40,000
TRINITY SCHOOL INC
4301 NORTHSIDE PARKWAY NWATLANTAGA30327N/APCEDUCATION - GENERAL OPERATING$10,000
TWO WATERS ARTS ALLIANCE
PO BOX 868VAUGHNWA98394N/APCVISUAL ART - GENERAL OPERATING$6,000
UNION HALL
1750 WEWATTA STREET SUITE 144DENVERCO80202N/APCVISUAL ART - PROJECT/PROGRAM$11,140
UNITED WAY-THOMAS JEFFERSON AREA
200 GARRETT STREET SUITE 1CHARLOTTESVILLEVA22902N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$28,000
UNIVERSITY CLUB FOUNDATION
76 E MONROE STREETCHICAGOIL60603N/APCEDUCATION - GENERAL OPERATING$5,000
UNIVERSITY CLUB FOUNDATION
76 E MONROE STREETCHICAGOIL60603N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
UNIVERSITY HOSPITALS HEALTH SYSTEMS INC
11100 EUCLID AVENUECLEVELANDOH44106N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
UNIVERSITY OF TEXAS AT AUSTIN
305 E 23RD STREETAUSTINTX78712N/APCEDUCATION - GENERAL OPERATING$36,000
USA SWIMMING FOUNDATION INC
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
VANDERBILT UNIVERSITY MEDICAL CENTER
3322 WEST END AVENUENASHVILLETN37203N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$4,500
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVEVERO BEACHFL32963N/APCVISUAL ART - GENERAL OPERATING$1,500
VIRGINIA MUSEUM OF FINE ARTS FOUNDATION
200 N BOULEVARDRICHMONDVA23220N/APCVISUAL ART - GENERAL OPERATING$1,000
VIRGINIA TECH FOUNDATIONWVTF PUBLIC RADIO
3520 KINGSBURY ROADROANOKEVA24014N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
WALSH PARK BENEVOLENT CORP
PO BOX 684FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
WARREN T JACKSON ELEMENTARY SCHOOL PTA
1325 MOUNT PARAN ROADATLANTAGA30327N/APCEDUCATION - GENERAL OPERATING$10,000
WASHINGTON PROJECT FOR THE ARTS
2124 8TH STREET NWWASHINGTONDC20017N/APCVISUAL ART - PROJECT/PROGRAM$10,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481N/APCEDUCATION - GENERAL OPERATING$10,000
WESTERN RESERVE LAND CONSERVANCY
3850 CHAGRIN RIVER ROADMORELAND HILLSOH44022N/APCENVIRONMENT - GENERAL OPERATING$1,500
WESTMINSTER SCHOOLS INC
1424 W PACES FERRY ROAD NWATLANTAGA30327N/APCEDUCATION - GENERAL OPERATING$10,000
WETA-TV-FM
2775 SOUTH QUINCY STREETARLINGTONVA22206N/APCEDUCATION - PROJECT/PROGRAM$100,000
WILLIAM RAVEIS CHARITABLE FUND INC
7 TRAP FALLS ROADSHELTONCT06484N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
WILLIAMS COLLEGE
75 PARK STREETWILLIAMSTOWNMA01267N/APCEDUCATION - GENERAL OPERATING$3,500
WINDOW TO THE WORLD COMMUNICATIONS INC
5400 N STREETCHICAGOIL60625N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$6,000
WORTHY JOHNSON SCHOLARSHIP TRUST INC
PO BOX 75SOUTHPORTCT06880N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$7,500
WORTHY JOHNSON SCHOLARSHIP TRUST INC
PO BOX 75SOUTHPORTCT06880N/APCEDUCATION - GENERAL OPERATING$2,500
WUES PARENT TEACHER ORGANIZATION INC
3756 UNIVERSITY BOULEVARDHOUSTONTX77005N/APCEDUCATION - GENERAL OPERATING$2,000
YELLOW TULIP PROJECT
533 CONGRESS STREETPORTLANDME04101N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,428,397TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AAMC FOUNDATION
205 LEXINGTON AVENUE SUITE 901NEW YORKNY10016N/APCVISUAL ART - PROJECT/PROGRAM$100,000
AIM ACADEMY
1200 RIVER ROADCONSHOHOCKENPA19428N/APCEDUCATION - GENERAL OPERATING$26,262
ARTIST TRUST
1835 12TH AVENUESEATTLEWA98122N/APCVISUAL ART - PROJECT/PROGRAM$30,000
ARTS DESIGN ALUMNI RESEARCH (DBA SNAAP)
PO BOX 25682PROVIDENCERI02905N/APCVISUAL ART - PROJECT/PROGRAM$10,000
CREATIVE WACO
712 AUSTIN AVENUEWACOTX76701N/APCVISUAL ART - PROJECT/PROGRAM$35,000
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA02494N/APCEDUCATION - CAPACITY BUILDING$87,500
HOUSTON ARTS ALLIANCE
5280 CAROLINE ST SUITE 100HOUSTONTX77004N/APCVISUAL ART - PROJECT/PROGRAM$25,000
HYPERALLERGIC MEDIA INC
181 NORTH 11TH STREET SUITE 302BROOKLYNNY11211N/ANCVISUAL ART - PROJECT/PROGRAM$80,000
PERFORMANCE ZONE INC (DBA THE FIELD)
75 MAIDEN LANE SUITE 906NEW YORKNY10038N/APCVISUAL ART - PROJECT/PROGRAM$25,000
PRATT INSTITUTE
200 WILLOUGHBY AVENUEBROOKLYNNY11205N/APCVISUAL ART - PROJECT/PROGRAM$100,000
RIVERS INSTITUTE FOR CONTEMPORARY ART & THOUGHT
1100 POYDRAS STREET SUITE 1700NEW ORLEANSLA70163N/APCVISUAL ART - PROJECT/PROGRAM$15,000
SOUTH ARTS
1800 PEACHTREE STREET NW SUITE 808ATLANTAGA30309N/APCVISUAL ART - PROJECT/PROGRAM$40,000
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - GENERAL OPERATING$152,972
THE ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603N/APCVISUAL ART - PROJECT/PROGRAM$140,000
THOMAS S KENAN INSTITUTE FOR THE ARTS UNIVERSITY OF NORTH CAROLINA SCHOOL
1722 SOUTH MAIN STREETWINSTONSALEMNC27127N/APCVISUAL ART - PROJECT/PROGRAM$33,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$899,734TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescCONFERENCE REGISTRATION INCOMEDesc
Related Or Exempt Function Incm$2,825RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$132ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$364,914ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$772,937ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,137,989ExclusionAmt
Related Or Exempt Function Incm$2,825RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,140,814TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementREGISTRATION FEES FOR CONFERENCE TO PROMOTE "ARTIST'S THRIVE" INITITATIVE.RelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL STATEMENT REVIEW AND TAX RETURN PREPARATIONCategoryTxt
Amt$23,144Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$23,144DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA0249430252021-06-22$100,000ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER.TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OFPENDINGN/A
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA0249430252021-12-07$75,000ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER.TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OFPENDINGN/A
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA0249430252021-12-21$17,750ONGOING DEVELOPMENT OF THE EARLY LITERACY SCREENER.TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OFPENDINGN/A
HYPERALLERGIC MEDIA INC
181 NORTH 11TH STREET SUITE 302BROOKLYNNY1121111752021-03-09$80,000EMILY HALL TREMAINE JOURNALISM FELLOWSHIP FOR CURATORS.TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OFPENDINGN/A
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA0249430252022-07-18$175,000EDUCATION - CAPACITY BUILDINGTO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OFPENDINGN/A
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA0249430252022-10-04$10,000EDUCATION - PROJECT/PROGRAMTO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OFPENDINGN/A
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA0249430252022-12-15$87,500EDUCATION - CAPACITY BUILDINGTO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OFPENDINGN/A
HYPERALLERGIC MEDIA INC
181 NORTH 11TH STREET SUITE 302BROOKLYNNY1121111752022-09-15$80,000VISUAL ART - PROJECT/PROGRAMTO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OFPENDINGN/A

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetEHTF, LPAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Basis MethodCOSTBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$772,937TotalNetAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSCHEDULE OF CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VI-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationNAME OF CONTROLLED ENTITY - EHTF, LPEMPLOYER ID NO - 46-5227132ADDRESS - 171 ORANGE STREET, NEW HAVEN, CT 06510-3153EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $5,625,000DESCRIPTION OF TRANSFER - RETURN OF CAPITALMediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEHTF, LP (99.998% INTEREST)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$67,772,490BookValueAmt
EOYFMV$84,757,530EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARTWORKS$27,467$0$27,467$27,467
OFFICE EQUIPMENT$78,866$78,866$0
LEASEHOLD IMPROVEMENTS$231,019$231,019$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$15,541LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,541DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSITS$24,236$63,900$63,900
INVESTMENT REDEMPTION IN TRANSIT$0$525,000$525,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GENERAL OFFICE EXPENSES$31,800$0$31,800
DUE AND SUBSCRIPTIONS$2,500$0$2,500
INSURANCE$7,634$0$7,634
PROGRAM RELATED EXPENSES$575,428$0$575,428
OTHER INVESTMENT EXPENSES$562,210$979,086$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME (LOSS) THRU SCHEDULE K-1-$323,198
SECURITIES LITIGATION PROCEEDS$6$6$6
CONFERENCE REGISTRATION INCOME$2,825$2,825

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$18,756$0$0
FOREIGN TAXES WITHHELD THRU SCHEDULE K-1$0$44,271$0

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