ELEMENT SOLUTIONS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELEMENT SOLUTIONS FOUNDATION INC (EIN 85-4149908)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202541279349100724
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T08:34:14-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854149908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEMENT SOLUTIONS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELEM | BusinessNameControlTxt |
| Phone | 5612079600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E BROWARD BLVD STE 1860 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333943030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAREY J DORMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5612079600 | PhoneNum |
| Signature | 2025-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,224,672 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $153,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,939,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $153,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,330 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,888 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,887 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,578 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,288 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,290 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,926 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $670 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $683,735 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $683,735 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $770,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $745,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$617,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,409 | CashBOYAmt |
| Cash EOY | $47,344 | CashEOYAmt |
| Cash EOYFMV | $47,344 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $818,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,320 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,940,346 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,957,015 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,005,008 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $3,793,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,176,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,224,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,793,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,176,679 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,793,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,176,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,793,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,176,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,793,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$617,024 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,176,679 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,176,679 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY BILLS - 5/2/2024 | P | 2023-11-02 | 2024-05-02 | $2,940,346 | $2,940,346 | $0 | $0 |
| US TREASURY BILLS - 11/21/2024 | P | 2024-05-23 | 2024-11-21 | $999,196 | $999,196 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $172 | OverpaymentAmt |
| Applied To ES Tax | $172 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5612079600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E BROWARD BLVD STE 1860 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333943030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DENIS BRAUER | ||||||||
| 504 E BROWARD BLVD - SUITE 1860 | FORT LAUDERDALE | FL | 33398 | OFFICER | 4.00 | $0 | $0 | $0 |
| JOHN CAPPS THRU 3212024 | ||||||||
| 500 E BROWARD BLVD - SUITE 1860 | FORT LAUDERDALE | FL | 33394 | EVP GENERAL COUNSEL | 1.00 | $0 | $0 | $0 |
| CAREY DORMAN | ||||||||
| 500 E BROWARD BLVD - SUITE 1860 | FORT LAUDERDALE | FL | 33394 | CFO | 4.00 | $0 | $0 | $0 |
| JUDY FOLDES | ||||||||
| 503 E BROWARD BLVD - SUITE 1860 | FORT LAUDERDALE | FL | 33397 | SENIOR DIRECTOR | 4.00 | $0 | $0 | $0 |
| BEN GLIKLICH THRU 3212024 | ||||||||
| 500 E BROWARD BLVD - SUITE 1860 | FORT LAUDERDALE | FL | 33394 | CEO | 1.00 | $0 | $0 | $0 |
| CAROLINE LIND | ||||||||
| 504 E BROWARD BLVD - SUITE 1860 | FORT LAUDERDALE | FL | 33398 | SECRETARY | 5.00 | $0 | $0 | $0 |
| CLAIRE LOPEZ | ||||||||
| 502 E BROWARD BLVD - SUITE 1860 | FORT LAUDERDALE | FL | 33396 | SENIOR MARKETING MANAGER | 5.00 | $0 | $0 | $0 |
| JUSTIN STALLS | ||||||||
| 501 E BROWARD BLVD - SUITE 1860 | FORT LAUDERDALE | FL | 33395 | CHIEF TAX OFFICER | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEVITY | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MEREDITH RD NE 700 | AddressLine1Txt |
| City | CALGARY | CityNm |
| Province Or State | AB | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | T2E 2W5 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | EMPLOYEE DONATION MANAGEMENT | ServiceTypeTxt |
| Compensation | $58,290 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,002,569 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $672,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,675,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,675,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,130 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,620,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,828 | TotalTaxAmt |
| Distributable Before Adj | $179,182 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,182 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,182 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $745,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $745,582 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $239,197 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $380,226 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $619,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $745,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $179,182 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $566,400 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,185,823 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,185,823 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $239,197 | ExcessFromYear2Amt |
| Excess From Year1 | $380,226 | ExcessFromYear1Amt |
| Excess From Current Year | $566,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPHA BAPTIST OF MORRISTOWN | |||||||||||||
| 245 ST JOHNS RD | MORRISTOWN | TN | 37814 | PC | HURRICANE HELENE RELIEF | $5,000 | |||||||
| ALTOONA DISTRICT USBC ASSOCIATION | |||||||||||||
| 139 LENNYS DRIVE | HOLLIDAYSBURG | PA | 16648 | PC | YOUTH BOWLER SCHOLARSHIP TOURNAMENTS | $1,000 | |||||||
| AMERICAN CANCER SOCIETY | |||||||||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | KENNESAW | GA | 30144 | PC | BLAIR RELAY FOR LIFE | $7,500 | 200 | ||||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,017 | |||||||
| AMERICAN ONLINE GIVING | |||||||||||||
| 2454 N NCNULLEN BOOTH RD STE 431 | CLEARWATER | FL | 33759 | PC | BENEVITY US ENTITY | $81,845 | |||||||
| ARBEITER-SAMARITER-BUND DEUTSCHLAND EV | |||||||||||||
| PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,099 | SUELZBURGSTR 140 KOELN | NORDRHEINWESTFALEN | GM | ||||||||
| ASTHMA UK | |||||||||||||
| PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,575 | 73-75 GOSWELL ROAD 18 MANSELL | LONDON | UK | STREET | ENGLAND | EC1V 7ER | |||||
| ATLANTA COMMUNITY FOOD BANK | |||||||||||||
| 3400 N DESERT DR | ATLANTA | GA | 303445719 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,576 | |||||||
| AVENUE DREAM CENTER | |||||||||||||
| 6111 W ANDREW JOHNSON HWY SUITE 4 | TALBOTT | TN | 37877 | PC | HURRICANE HELENE RELIEF | $5,000 | |||||||
| BENEVITY INC | |||||||||||||
| PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $44,158 | 611 MEREDITH ROAD NE 700 | CALGARY | CA | ALBERTA | AB T2E 2W5 | ||||||
| BRAIN ANEURYSM FOUNDATION | |||||||||||||
| 269 HANOVER STREET BUILDING 3 | HANOVER | MA | 02339 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |||||||
| BROKEN SOULS RESCUE | |||||||||||||
| 229 MAIN STREET STATEN ISLAND | NEW YORK | NY | 10307 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| CHARITY GLOBAL | |||||||||||||
| 537 CLINTON AVE APT 6L | NEW YORK | NY | 11238 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $13,700 | |||||||
| CHILDREN'S COMMUNITY SCHOOL | |||||||||||||
| 23 JOHN STREET | WATERBURY | CT | 06708 | PC | STUDENT SPONSOR, SCIENCE LAB | $7,740 | |||||||
| CHILDREN'S DYSLEXIA CENTER | |||||||||||||
| 33 MARRETT ROAD | LEXINGTON | MA | 02421 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| EARTH DAY NETWORK | |||||||||||||
| 1752 N STREET NW SUITE 700 | WASHINGTON | DC | 20036 | PC | TREE PLANTING | $28,200 | |||||||
| EAST END LITTLE LEAGUE | |||||||||||||
| 25 COLUMBIA AVE | WESTHAMPTON | NY | 11977 | PC | FACILITY RENTAL COSTS AND EQUIPMENT. | $500 | |||||||
| EAST TENNESSEE FOUNDATION | |||||||||||||
| 520 W SUMMIT HILL DR SUITE 1101 | KNOXVILLE | TN | 37902 | PC | HURRICANE HELENE RELIEF | $5,000 | |||||||
| EASTER SEAL REHABILITATION CENTER | |||||||||||||
| 22 TOMKINS STREET | WATERBURY | CT | 06708 | PC | ADDITION OF ELECTRONIC CURRICULUM EXTENSION TO TWO CLASSROOMS | $12,260 | |||||||
| ELTERNINITIATIVE FR KREBSKRANKE KINDER JENA EV | |||||||||||||
| PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,406 | AM KLINIKUM 10 | JENA | GM | 07747 | |||||||
| EQUALITY NOW INC | |||||||||||||
| PO BOX 7160 | NEW YORK | NY | 100087160 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $9,000 | |||||||
| EVERGLADES FOUNDATION | |||||||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $46,700 | |||||||
| FILLING IN THE BLANKS INC | |||||||||||||
| 346 MAIN AVENUE | NORWALK | CT | 06851 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |||||||
| FOLDS OF HONOR MOTOR CITY INC | |||||||||||||
| 329 KINGS WAY | CANTON | MI | 48188 | PC | EDUCATIONAL SCHOLARSHIPS | $8,000 | |||||||
| GREATER WATERBURY YMCA | |||||||||||||
| 136 WEST MAIN STREET | WATERBURY | CT | 06702 | PC | BERKELEY WARNER REC CENTER YOUTH AND TEEN PROGRAM | $10,000 | |||||||
| GROVELANDS PARK PRESCHOOL | |||||||||||||
| PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,864 | SCHOOL LANE GROVE WANTAGE | OXFORDSHIRE | UK | ENGLAND | OX127LB | ||||||
| HANDS OF ESPERANZA | |||||||||||||
| NSU PA PROGRAM 3RD FLOOR 4850 | ORLANDO | FL | 32839 | PC | INSTALLATION OF WATER FILTRATION SYSTEMS | $3,000 | MILLENIA BLVD | ||||||
| HAYTON CHARITABLE | |||||||||||||
| PC | FOXHILLS SUMMER CAMPS COMMUNITY SUPPORT CHARITY | $3,221 | PENNYHILL HOUSE COLLEGE RIDE | BAGSHOT | UK | ENGLAND | GU19 5ET | ||||||
| JERSEY CITY FREE PUBLIC LIBRARY | |||||||||||||
| 472 JERSEY AVE | JERSEY CITY | NJ | 07302 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| KIDZ2LEADERS | |||||||||||||
| 1640 POWERS FERRY ROAD BLDG 15 | MARIETTA | GA | 30067 | PC | INTERNS4TOMORROW | $6,000 | SUITE 200 | ||||||
| LIFELINE ANIMAL PROJECT | |||||||||||||
| 3180 PRESIDENTIAL DRIVE | ATLANTA | GA | 30340 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| LOROS | |||||||||||||
| PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,028 | LOROS HOSPICE GROBY ROAD | LEICESTER | UK | ENGLAND | LE3 9QE | ||||||
| MACMILLAN CANCER SUPPORT | |||||||||||||
| PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,010 | 3RD FLOOR BRONZE BUILDING THE FORGE | LONDON | UK | 105 SUMNER STR | ENGLAND | SE1 9HZ | |||||
| MATTATUCK HISTORICAL SOCIETY | |||||||||||||
| 144 WEST MAIN STREET | WATERBURY | CT | 06702 | PC | AFTER-SCHOOL PROGRAMMING SUPPORT AND "HOME AWAY FROM HOMESCHOOL" PROGRAM | $10,000 | |||||||
| MEDECINS SANS FRONTIERES | |||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $57,225 | |||||||
| MIAMI WATERKEEPER | |||||||||||||
| PO BOX 141596 | CORAL GABLES | FL | 33114 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| MORRISTOWN GLADIATORS | |||||||||||||
| 701 BARTON DRIVE | MORRISTOWN | TN | 37814 | PC | EQUIPMENT AND UNIFORMS | $900 | |||||||
| MUST MINISTRIES | |||||||||||||
| 1407 COBB PKWY N | MARIETTA | GA | 30062 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| NATURE CONSERVANCY | |||||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |||||||
| PARK CENTRAL INC | |||||||||||||
| 35 PARK PLACE | WATERBURY | CT | 06702 | PC | OUT OF SCHOOL ENRICHMENT PROGRAM / STEAM ACADEMY | $15,000 | |||||||
| PINK SANTA HAT MOVEMENT | |||||||||||||
| 2959 CHAPEL HILL RD SUITE 514 | DOUGLASVILLE | GA | 30135 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| POLICE ACTIVITY LEAGUE OF WATERBURY | |||||||||||||
| 54 DIVISION STREET | WATERBURY | CT | 06704 | PC | HOMEWORK HAVEN PROGRAM | $20,000 | |||||||
| PROJECT OPEN HAND ATLANTA | |||||||||||||
| 181 ARMOUR DRIVE NE | ATLANTA | GA | 30324 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| PROSTATE CANCER FOUNDATION | |||||||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |||||||
| RAINFOREST ALLIANCE | |||||||||||||
| 27 EAST 28TH STREET 8TH FLOOR | NEW YORK | NY | 10016 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,800 | |||||||
| SAVE THE CHILDREN FEDERATION | |||||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $47,125 | |||||||
| SHOOTING STAR CHILDREN'S HOSPICES | |||||||||||||
| PC | FERNOX CHARITY GOLF DAY | $6,442 | SHOOTING STAR HOUSE THE AVENUE | HAMPTON | UK | TW12 3RA | |||||||
| SOUTH LYON AREA YOUTH ASSISTANCE | |||||||||||||
| 1000 N LAFAYETTE | SOUTH LYON | MI | 48178 | PC | SHOP WITH A HERO | $3,000 | |||||||
| STRATFORD ANIMAL RESCUE SOCIETY | |||||||||||||
| 225 BEACON PT RD | STRATFORD | CT | 06615 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| THE ALS ASSOCIATION | |||||||||||||
| 4 OXFORD RD STE E4 | MILFORD | CT | 06460 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |||||||
| THE END OF PROSTATE CANCER | |||||||||||||
| 515 KING STREET SUITE 310 | ALEXANDRIA | VA | 22314 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |||||||
| THE MIAMI FOUNDATION | |||||||||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | PC | GIVE MIAMI DAY 2024 | $5,000 | |||||||
| UNICEF | |||||||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |||||||
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | |||||||||||||
| 40 RECTOR STREET 4TH FLOOR | NEW YORK | NY | 10006 | PC | YOUTH SUMMER PROGRAMS | $2,500 | |||||||
| UNITED KINGDOM SEPSIS TRUST | |||||||||||||
| PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $12,830 | AZZURRI HOUSE WALSALL BUSINESS PARK | WALSALL | UK | WALSALL ROAD | ALDRIDGE | WS9 ORB | |||||
| WALLACE AND GROMIT'S CHILDREN'S FOUNDATION | |||||||||||||
| PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,014 | 30/32 UPPER MAUDLIN STREET | BRISTOL | UK | BS2 8DJ | |||||||
| WARDLE FAMILY YMCA | |||||||||||||
| 1801 RICHMOND AVENUE | PORT ROYAL | SC | 29935 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |||||||
| WATERBURY YOUTH SERVICES | |||||||||||||
| 83 PROSPECT STREET | WATERBURY | CT | 06702 | PC | URGENT CLIENT NEEDS, LINKING ACADEMICS TO LIFE AFTER SCHOOL PROGRAM | $10,000 | |||||||
| WILLIAM F RYAN COMMUNITY HEALTH CENTER INC | |||||||||||||
| THE SAMUEL PRIEST ROSE BUILDING 334 | NEW YORK | NY | 10023 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | AMSTERDAM AVE AT 76TH STREET | ||||||
| WOMEN'S CAMPAIGN INTERNATIONAL | |||||||||||||
| 230 S BROAD ST SUITE 304 | PHILADELPHIA | PA | 19102 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $683,735 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,330 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,330 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,775 | Amt |
| Net Investment Income | $2,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,887 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,957,015 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,005,008 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $1,340 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $670 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $670 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BENEVITY ANNUAL FEES | $58,290 | $0 | $58,290 |
| INVESTMENT FEES | $18,288 | $18,288 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,926 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments