CLERMONT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CLERMONT FOUNDATION (EIN 04-6772671)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349103164
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T12:08:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102150 | 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 | 046772671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLERMONT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLER | BusinessNameControlTxt |
| Phone | 6175631900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HOWARD COX 220 BOYLSTON ST 15 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD E COX JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175631900 | PhoneNum |
| Signature | 2025-05-15 | 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 | FRANK V GRAZIANO | PreparerPersonNm |
| PTIN | P00218274 | PTIN |
| Phone | 6175305000 | PhoneNum |
| 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 | $45,408,494 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,861,490 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,590,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,590,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,852,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,859,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,852,804 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,304,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,443,406 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,693 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,693 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,155,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,155,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,194,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,169,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,110,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,418,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,806,231 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,999,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,999,194 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $105,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $105,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $450,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,100,334 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,112,188 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,959,300 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $40,011,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,216,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,408,494 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $40,011,565 | CapitalStockBOYAmt |
| Capital Stock EOY | $46,216,382 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,011,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,216,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,011,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,216,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,011,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,110,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,693 | OtherIncreasesAmt |
| Subtotal | $51,135,036 | SubtotalAmt |
| Other Decreases | $4,918,654 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,216,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 17000 SHS PALO ALTO NETWORKS, INC. | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Sold | 2024-01-03 | SoldDt |
| Gross Sales Price | $4,859,742 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,938 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,852,804 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,852,804 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,852,804 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $103,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $103,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $103,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,507 | 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 | $74,507 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $897 | EsPenaltyAmt |
| Tax Due | $29,506 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 |
| Individual With Books | BROWN ADVISORY CORP | IndividualWithBooksNm |
| Phone | 8572442202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH STREET 27TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD E COX JR | ||||||||
| 220 BOYLSTON STREET 1510 | BOSTON | MA | 02216 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JULIE DOE | ||||||||
| 220 BOYLSTON STREET 1510 | BOSTON | MA | 02216 | EXECUTIVE DIRECTOR | 2.00 | $12,693 | $0 | $0 |
| WENDY BINGHAM | ||||||||
| 220 BOYLSTON STREET 1510 | BOSTON | MA | 02216 | DIRECTOR OF PHILANTHROPY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,928,815 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,392,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,321,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,321,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $679,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,641,341 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,232,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,232,067 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $103,116 | TotalTaxAmt |
| Distributable Before Adj | $2,128,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,128,951 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,128,951 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,169,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,169,118 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,128,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,885,087 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,301,299 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,798 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $6,254,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,169,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,169,118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $959,833 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $959,833 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,294,351 | 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 | $1,925,254 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,369,097 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,301,299 | ExcessFromYear4Amt |
| Excess From Year3 | $67,798 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD E COX JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN ANCESTORS | |||||||
| 99-101 NEWBURY ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $250 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | GENERAL OPERATING | $25,000 | |
| ASPEN INSTITUTE | |||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | PC | GENERAL OPERATING | $102,500 | |
| BATH AND TENNIS CLUB HISTORIC FOUNDATION | |||||||
| 1170 S OCEAN BLVD | PALM BEACH | FL | 33480 | PC | GENERAL OPERATING | $1,000 | |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | PC | GENERAL OPERATING | $10,000 | |
| BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PKWY STE 204 | WEST PALM BEACH | FL | 33407 | PC | GENERAL OPERATING | $25,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PC | GENERAL OPERATING | $20,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING | $50,000 | |
| BULAMU HEALTHCARE | |||||||
| 1933 WAVERLY STREET | PALO ALTO | CA | 94301 | PC | GENERAL OPERATING | $5,000 | |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | |||||||
| 1030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING | $50,000 | |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | PC | GENERAL OPERATING | $10,000 | |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 2400 METROCENTRE BLVD | WEST PALM BEACH | FL | 33407 | PC | GENERAL OPERATING | $5,000 | |
| CITIZENS FOR NATIONAL SECURITY | |||||||
| 3100 KRAMER LN APT 34 | AUSTIN | TX | 78758 | PC | GENERAL OPERATING | $5,000 | |
| CLEVELAND CLINIC FL | |||||||
| 6801 BRECKSVILLE RD RK1-85 | INDEPENDENCE | OH | 44131 | PC | GENERAL OPERATING | $25,000 | |
| COLLEGIATE SCHOOL | |||||||
| 260 W 78TH STREET | NEW YORK | NY | 10024 | PC | GENERAL OPERATING | $2,000 | |
| COUNTRY CLUB EMPLOYEE EDUCATION FUND | |||||||
| 191 CLYDE ST | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATING | $1,000 | |
| COX SCIENCE CENTER AND AQUARIUM | |||||||
| 4801 DREHER TRAIL N | WEST PALM BEACH | FL | 33405 | PC | GENERAL OPERATING | $50,000 | |
| DEBUTANTE COTILLION & CHRISTMAS BALL | |||||||
| 450 LEXINGTON AVE UNIT 4445 | NEW YORK | NY | 10163 | PC | GENERAL OPERATING | $5,000 | |
| EAST END HOSPICE | |||||||
| PO BOX 1048 | WESTHAMPTON BEACH | NY | 11978 | PC | GENERAL OPERATING | $15,000 | |
| FRIENDS OF CLERMONT | |||||||
| 87 CLERMONT AVENUE | GERMANTOWN | NY | 12526 | PC | GENERAL OPERATING | $1,000 | |
| FRIENDS OF WESTHAMPTON AMBULANCE | |||||||
| 3 HAZELWOOD AVENUE | WESTHAMPTON BEACH | NY | 11978 | PC | GENERAL OPERATING | $500 | |
| GLADES ACADEMY FOUNDATION | |||||||
| 1 N CLEMATIS ST STE 200 | WEST PALM BEACH | FL | 33401 | PC | GENERAL OPERATING | $10,000 | |
| GLAZER HALL | |||||||
| 70 ROYAL POINCIANA WAY STE 970 | PALM BEACH | FL | 33480 | PC | GENERAL OPERATING | $100,000 | |
| HOPE FOR DEPRESSION RESEARCH | |||||||
| 40 W 57TH STREET SUITE 1440 | NEW YORK | NY | 100658029 | PC | GENERAL OPERATING | $10,000 | |
| MIDDLE EAST CHILDRENS INSTITUTE | |||||||
| 1875 CONNECTICUT AVENUE NW 10TH | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING | $5,000 | FLOOR |
| MILITARY ORDER OF THE WORLD | |||||||
| 435 N LEE ST | ALEXANDRIA | VA | 22314 | PC | GENERAL OPERATING | $1,000 | |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | GENERAL OPERATING | $30,000 | |
| NATIONAL AIR AND SPACE SOCIETY | |||||||
| 6TH ST AND INDEPENDENCE AVE SW | WASHINGTON | DC | 20560 | PC | GENERAL OPERATING | $1,000 | |
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY | |||||||
| 99-101 NEWBURY ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $50,000 | |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL OPERATING | $1,000 | |
| NORTON MUSEUM OF ART | |||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | PC | GENERAL OPERATING | $70,000 | |
| PALM BEACH CIVIC ASSOCIATION | |||||||
| 139 NORTH COUNTY RD SUITE 33 | PALM BEACH | FL | 33480 | PC | GENERAL OPERATING | $5,000 | |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | PC | GENERAL OPERATING | $10,000 | |
| PALM BEACH POLICE & FIRE FOUNDATION | |||||||
| 139 NORTH COUNTY ROAD SUITE 26 | WEST PALM BEACH | FL | 33407 | PC | GENERAL OPERATING | $5,000 | |
| PALM BEACH ZOO CONSERVATION | |||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 33405 | PC | GENERAL OPERATING | $30,000 | |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 291 | PRINCETON | NJ | 08544 | PC | GENERAL OPERATING | $61,050 | |
| PROMISE FUND OF FL | |||||||
| 211 VIA TORTUGA | PALM BEACH | FL | 33480 | PC | GENERAL OPERATING | $15,000 | |
| QUOGUE JUNIOR THEATER TROUPE | |||||||
| BOX 427 | QUOGUE | NY | 11959 | PC | GENERAL OPERATING | $2,500 | |
| SHELIA MCBRIDE JAMES SCHOLARSHIP FUND | |||||||
| 35 POTUNK LANE | WESTHAMPTON BEACH | NY | 11978 | PC | GENERAL OPERATING | $1,000 | |
| SOUTHAMPTON HOSPITAL FOUNDATION | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | PC | GENERAL OPERATING | $100,000 | |
| ST ANDREW'S DUNE CHURCH | |||||||
| PO BOX 1245 | SOUTHAMPTON | NY | 11968 | PC | GENERAL OPERATING | $5,125 | |
| ST CHRISTOPHER'S EPISCOPAL CHURCH | |||||||
| 1063 HAVERHILL ROAD | WEST PALM BEACH | FL | 33417 | PC | GENERAL OPERATING | $8,000 | |
| THE AVENUE CONCEPT | |||||||
| 304 LOCKWOOD STREET | PROVIDENCE | RI | 02907 | PC | GENERAL OPERATING | $40,000 | |
| THE CHURCH OF BETHESDA BY THE SEA | |||||||
| 141 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | PC | GENERAL OPERATING | $15,000 | |
| THE JAMES C FERRER EDUCATION FUND | |||||||
| 200 TUCKAHOE ROAD | SOUTHAMPTON | NY | 11968 | PC | GENERAL OPERATING | $2,000 | |
| THE NATIONAL WWII MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | GENERAL OPERATING | $2,500 | |
| THE ORDER OF ST JOHN | |||||||
| 1850 M STREET SUITE 1070 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING | $2,000 | |
| THE PRESERVATION FOUNDATION OF PALM BEACH | |||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | PC | GENERAL OPERATING | $5,000 | |
| THE SOCIETY OF THE CINCINNATI | |||||||
| 2118 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20008 | PC | GENERAL OPERATING | $22,000 | |
| THE WHITE HOUSE HISTORICAL ASSOCIATION | |||||||
| 740 JACKSON PLACE NW | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING | $1,000 | |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW SUITE M201 | PALM BEACH | FL | 33480 | PC | GENERAL OPERATING | $10,000 | |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | PC | GENERAL OPERATING | $100,000 | |
| USSGA MEMORIAL FUND | |||||||
| CO MGA 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | PC | GENERAL OPERATING | $1,000 | |
| WESTHAMPTON BEACH HISTORICAL SOCIETY | |||||||
| PO BOX 686 | WESTHAMPTON BEACH | NY | 11978 | PC | GENERAL OPERATING | $1,000 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| FENNO HOUSE 183 OYSTER POND ROAD MS | WOODS HOLE | MA | 02543 | PC | GENERAL OPERATING | $10,000 | 40 |
| THE SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PC | GENERAL OPERATING | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,155,425 | 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 | $2,590,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,852,804 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,443,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,443,406 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD E COX JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 BOYLSTON STREET 1510 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,861,490 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 17,000 SHS PALO ALTO NETWORKS, INC | NoncashPropertyDesc |
| Fair Market Value | $4,861,490 | FairMarketValueAmt |
| Received | 2024-01-03 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NINE ENERGY SERVICE INC | BondNm |
| EOY Book Value | $3,112,188 | EOYBookValueAmt |
| EOYFMV | $1,959,300 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MEDICAL INFORMATION TECHNOLOGY | StockNm |
| EOY Book Value | $105,000 | EOYBookValueAmt |
| EOYFMV | $450,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS FMV OVER COST BASIS CONTRIBUTED | $4,852,803 |
| OTHER BOOK VALUE RECONCILIATION | $851 |
| TIMING DIFFERENCE OF GRANTS | $65,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMPENSATION PAID TO OFFICERS | Desc |
| Amt | $12,693 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY MANAGEMENT FEES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $25,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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