ERNST AND ELFRIEDE FRANK FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ERNST AND ELFRIEDE FRANK FOUNDATION INC (EIN 13-6106471)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-05-29
- IRS object ID
- 202511499349100206
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-29T07:34:50-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030327374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCSOLEY MCCOY & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 TILLEY DRIVE STE 202 | AddressLine1Txt |
| City | SOUTH BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136106471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & ELFRIEDE FRANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERNS | BusinessNameControlTxt |
| Phone | 6037674732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 WEST 187 STREET 609 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KASARA GAGE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6037674732 | PhoneNum |
| Signature | 2025-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE FELLION | PreparerPersonNm |
| PTIN | P01875413 | PTIN |
| Phone | 8026581808 | PhoneNum |
| Preparation | 2025-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $21,572,449 | 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 | $550,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $364,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $364,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,715,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,496,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,733,760 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,630,799 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,098,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,295 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,187 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,482 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $680,091 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $680,091 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $748,573 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $705,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,882,226 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,055,429 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,873 | CashBOYAmt |
| Cash EOY | $60,634 | CashEOYAmt |
| Cash EOYFMV | $60,634 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $735,137 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $973,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $973,596 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $325,657 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $328,162 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,856,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,974,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,032,190 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,150,392 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,177,867 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,602,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,484,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,572,449 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,602,461 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,484,687 | 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 | $13,602,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,484,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,602,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,484,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,602,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,882,226 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,484,687 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,484,687 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $12,496,534 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,762,774 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,733,760 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,733,760 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,733,760 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,594 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,094 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,476 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EEFFI.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KASARA MB GAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6037674732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 WEST 187 STREET 609 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10033 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELFRIEDE EB WALDEN | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SAMANTHA K FRANK | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KASARA MB GAGE | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | TREASURER | 15.00 | $16,000 | $0 | $0 |
| DR JEPHTHA TAUSIG | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | SECRETARY | 0.00 | $0 | $0 | $0 |
| EVA MARIA TAUSIG | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | BOARD MEMBER | 0.00 | $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 | $17,786,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,616,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,402,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,402,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $291,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,111,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $955,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $955,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,570 | TotalTaxAmt |
| Distributable Before Adj | $926,993 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $926,993 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $926,993 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $705,278 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $705,278 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $926,993 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $676,322 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $705,278 | QualifyingDistributionsAmt |
| Applied To Year1 | $676,322 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $898,037 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 12 METRE YACHT CLUB INC | ||||||||||||
| PO BOX 148 | NEWPORT | RI | 02840 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| 12M YACHT DEVELOPMENT FOUNDATION | ||||||||||||
| PO BOX 964 | SOUTHPORT | CT | 06890 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| ALUMNAE ASSOCIATION THE MOUNT SINAI HOSPITAL SCHOOL OF NURSING | ||||||||||||
| BOX 1143 | NEW YORK | NY | 10029 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| ALUMNI ASSOCIATION OF THE UNIVERSITY OF MICHIGAN | ||||||||||||
| 200 FLETCHER STREET | ANN ARBOR | MI | 48109 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| ANDREW K DWYER FOUNDATION | ||||||||||||
| 756 GUARD HILL ROAD | BEDFORD | NY | 10506 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| ARTISTS ASSOCIATION OF NANTUCKET INC | ||||||||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| ASSOCIATION OF CROATIAN AMERICAN PROFESSIONALS FOUNDATION | ||||||||||||
| 22431 ANTONIO PARKWAY B160-229 | RANCHO SANTA MARGARITA | CA | 92688 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| BANNERMAN CASTLE TRUST | ||||||||||||
| PO BOX 843 | GLENHAM | NY | 12537 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| BLAINE COUNTY HUNGER COALITION INC | ||||||||||||
| 110 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| BLAINE COUNTY RECREATION DISTRICT | ||||||||||||
| 1050 FOX ACRES ROAD SUITE 107 | HAILEY | ID | 83333 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| BOHEMIANS | ||||||||||||
| 16 MADISON SQUARE WEST FL 12 | NEW YORK | NY | 10010 | N/A | PC | GENERAL CHARITABLE | $10,000 | |||||
| BREAKTHROUGH T1D | ||||||||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| BRIGHT HILL PRESS INC | ||||||||||||
| 94 CHURCH ST | TREADWELL | NY | 13846 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| BRIGHTFOCUS FOUNDATION | ||||||||||||
| PO BOX 1952 | CLARKSBURG | MD | 20871 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| BULLOUGHS POND ASSOCIATION INC | ||||||||||||
| PO BOX 600669 | NEWTONVILLE | MA | 02460 | N/A | PC | GENERAL CHARITABLE | $500 | |||||
| CAMP TO BELONG | ||||||||||||
| PO BOX 1222 | LITTLETON | MA | 01460 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| CANADIAN PARKS AND WILDERNESS SOCIETY | ||||||||||||
| N/A | PC | GENERAL CHARITABLE | $1,000 | 241-312 MAIN STREET | VANCOUVER | BRITISH COLUMBIA | CA | |||||
| CANTERBURY CHORAL SOCIETY INC | ||||||||||||
| 1085 5TH AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| CARNEGIE HALL CORPORATION | ||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| CATSKILL CHORAL SOCIETY | ||||||||||||
| PO BOX 135 | ONEONTA | NY | 13820 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| CATSKILL FLY FISHING CENTER & MUSEUM | ||||||||||||
| PO BOX 1295 | LIVINGSTON MANOR | NY | 12758 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| CLIFF ISLAND CORPORATION FOR ATHLETICS & CONSERVATION EDUCATION | ||||||||||||
| PO BOX 78 | CLIFF ISLAND | ME | 04019 | N/A | PC | GENERAL CHARITABLE | $10,000 | |||||
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | N/A | PC | GENERAL CHARITABLE | $18,000 | |||||
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||||||
| 1190 AMSTERDAM AVENUE MAIL CODE | NEW YORK | NY | 10027 | N/A | PC | GENERAL CHARITABLE | $3,000 | 5517 | ||||
| COMMUNITY LIBRARY ASSOCIATION | ||||||||||||
| PO BOX 2168 | KETCHUM | ID | 83340 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| COMMUNITY SERVINGS | ||||||||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| DANCING CLASSROOMS INC | ||||||||||||
| 1350 AVENUE OF THE AMERICAS - 2ND | NEW YORK | NY | 10019 | N/A | PC | GENERAL CHARITABLE | $15,000 | FL | ||||
| DIGNITY MATTERS INC | ||||||||||||
| PO BOX 72 | WAYLAND | MA | 01778 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| DIVING WITH A PURPOSE | ||||||||||||
| 1309 JACKSON STREET | NASHVILLE | TN | 37208 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| DOCTORS FOR AMERICA | ||||||||||||
| PO BOX 53313 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| DRIVE CHANGE INC | ||||||||||||
| 630 FLUSHING AVENUE 25 | BROOKLYN | NY | 11206 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| ELDER SERVICES OF CAPE COD AND THE ISLANDS INC | ||||||||||||
| 68 ROUTE 134 | SOUTH DENNIS | MA | 02660 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| EVENTIDE ARTS INC | ||||||||||||
| 713 MAIN STREET ROUTE 6A | DENNIS | MA | 02638 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| FAMILYAID BOSTON INC | ||||||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| FOOD FOR FREE COMMITTEE INC | ||||||||||||
| PO BOX 390434 | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| FOOTPRINTS FOOD PANTRY | ||||||||||||
| PO BOX 246 | KITTERY | ME | 03904 | N/A | PC | GENERAL CHARITABLE | $25,000 | |||||
| FRIENDS OF JOHN JAY HOMESTEAD | ||||||||||||
| PO BOX 148 | KATONAH | NY | 10536 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| FRIENDS OF THE NEWTON FREE LIBRARY | ||||||||||||
| 330 HOMER STREET | NEWTON | MA | 02459 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| GLOBAL ARTS LIVE | ||||||||||||
| 720 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| GREEN NEWTON | ||||||||||||
| PO BOX 590242 | NEWTON CENTRE | MA | 02459 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| GUIDING EYES FOR THE BLIND | ||||||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| GUILD OF GLIMMERGLASS FESTIVAL INC | ||||||||||||
| PO BOX 491 | COOPERSTOWN | NY | 13326 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION INC | ||||||||||||
| 343 THORNALL STREET 7TH FL | EDISON | NJ | 08837 | N/A | PC | GENERAL CHARITABLE | $30,000 | |||||
| HANNAH'S HOUSE INC | ||||||||||||
| PO BOX 217 | WAITSFIELD | VT | 05673 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| HEALTH ADVOCATES FOR OLDER PEOPLE INC | ||||||||||||
| 420 LEXINGTON AVENUE SUITE 300 | NEW YORK | NY | 10170 | N/A | PC | GENERAL CHARITABLE | $8,000 | |||||
| HELIOS CARE | ||||||||||||
| 297 RIVER STREET SUITE 1 | ONEONTA | NY | 13820 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| HERRESHOFF MARINE MUSEUM | ||||||||||||
| PO BOX 450 | BRISTOL | RI | 02809 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| HISPANIC SOCIETY OF AMERICA | ||||||||||||
| 613 WEST 155TH STREET | NEW YORK | NY | 10032 | N/A | PC | GENERAL CHARITABLE | $3,500 | |||||
| HISTORIC NEW ENGLAND | ||||||||||||
| 151 ESSEX STREET | HAVERHILL | MA | 01832 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| HOPEWELL INC | ||||||||||||
| 3 ALLIED DRIVE 308 | DEDHAM | MA | 02026 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| HUDSON RIVER COMMUNITY SAILING INC | ||||||||||||
| PO BOX 20677 | NEW YORK | NY | 10011 | N/A | PC | GENERAL CHARITABLE | $10,000 | |||||
| HUNTINGTON THEATRE COMPANY INC | ||||||||||||
| 560 HARRISON AVENUE SUITE 504 | BOSTON | MA | 02118 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | ||||||||||||
| 2 BOYLSTON STREET 3RD FL | BOSTON | MA | 02116 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| INTERNATIONAL YACHT RESTORATION SCHOOL | ||||||||||||
| 449 THAMES STREET | NEWPORT | RI | 02840 | N/A | PC | GENERAL CHARITABLE | $10,000 | |||||
| ISABELLA STEWART GARDNER MUSEUM INC | ||||||||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| ISAMU NOGUCHI FOUNDATION AND GARDEN MUSEUM | ||||||||||||
| 32-37 VERNON BLVD | LONG ISLAND CITY | NY | 11106 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| JOE TORRE SAFE AT HOME FOUNDATION | ||||||||||||
| 55 WEST 39TH ST SUITE 600 | NEW YORK | NY | 10018 | N/A | PC | GENERAL CHARITABLE | $26,500 | |||||
| JOHNSON STRING PROJECT | ||||||||||||
| 1029 CHESTNUT STREET | NEWTON UPPER FALLS | MA | 02464 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| JUNIOR LEAGUE OF THE CITY OF NEW YORK | ||||||||||||
| 130 EAST 80TH STREET | NEW YORK | NY | 10075 | N/A | PC | GENERAL CHARITABLE | $3,901 | |||||
| KELLY BRUSH FOUNDATION | ||||||||||||
| 3 MAIN STREET SUITE 105 | BURLINGTON | VT | 05401 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| LEAGUE OF WOMEN VOTERS | ||||||||||||
| 4 WEST 43RD STREET SUITE 613 | NEW YORK | NY | 10036 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| LEARNING ALLY | ||||||||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| LEO BAECK INSTITUTE INC | ||||||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| LINDA LORING NATURE FOUNDATION | ||||||||||||
| PO BOX 149 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| LIVING WITH WOLVES | ||||||||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | N/A | PC | GENERAL CHARITABLE | $3,500 | |||||
| LOON PRESERVATION COMMITTEE | ||||||||||||
| PO BOX 604 | MOULTONBORO | NH | 03254 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| MAD RIVER PATH ASSOCIATION | ||||||||||||
| PO BOX 683 | WAITSFIELD | VT | 05673 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| MASSACHUSETTS AUDUBON SOCIETY INC | ||||||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| 633 THIRD AVENUE 5TH FL | NEW YORK | NY | 10017 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | N/A | PC | GENERAL CHARITABLE | $4,068 | |||||
| METROPOLITAN OPERA | ||||||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | GENERAL CHARITABLE | $20,000 | |||||
| MISS HALL'S SCHOOL | ||||||||||||
| 492 HOLMES SCHOOL | PITTSFIELD | MA | 01201 | N/A | PC | GENERAL CHARITABLE | $10,000 | |||||
| MOHONK PRESERVE INC | ||||||||||||
| PO BOX 715 | NEW PALTZ | NY | 12561 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| MOUNT SINAI MEDICAL CENTER | ||||||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| MOUNTAIN HUMANE | ||||||||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| MSHH DONOR CLOSET | ||||||||||||
| 409 HOWELL WAY | EDMONDS | WA | 98020 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| MUSEUM OF FINE ARTS BOSTON | ||||||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| MUSEUM OF SCIENCE | ||||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| MUSICIANS FOUNDATION INC | ||||||||||||
| 875 6TH AVENUE SUITE 2303 | NEW YORK | NY | 10001 | N/A | PC | GENERAL CHARITABLE | $15,000 | |||||
| NANTUCKET ARTS COUNCIL INC | ||||||||||||
| PO BOX 1267 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $6,000 | |||||
| NANTUCKET ATHENEUM | ||||||||||||
| PO BOX 808 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $4,000 | |||||
| NANTUCKET BOYS & GIRLS CLUB INC | ||||||||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| NANTUCKET CENTER FOR ELDER AFFAIRS INC | ||||||||||||
| PO BOX 3643 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| NANTUCKET COMMUNITY MUSIC CENTER | ||||||||||||
| PO BOX 1352 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| NANTUCKET COMMUNITY SAILING INC | ||||||||||||
| PO BOX 2424 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| NANTUCKET CONSERVATION FOUNDATION | ||||||||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| NANTUCKET COTTAGE HOSPITAL INC | ||||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $4,000 | |||||
| NANTUCKET GARDEN CLUB INC | ||||||||||||
| PO BOX 627 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $4,000 | |||||
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| NANTUCKET INTERFAITH COUNCIL | ||||||||||||
| PO BOX 2597 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $20,000 | |||||
| NANTUCKET MARIA MITCHELL ASSOCIATION | ||||||||||||
| 4 VESTAL STREET | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| NANTUCKET SAFE HARBOR FOR ANIMALS INC | ||||||||||||
| PO BOX 2844 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION | ||||||||||||
| PO BOX 1244 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| NATIONAL DANCE INSTITUTE | ||||||||||||
| 217 WEST 14TH STREET | NEW YORK | NY | 10039 | N/A | PC | GENERAL CHARITABLE | $18,700 | |||||
| NEW LEARNING JOURNEY | ||||||||||||
| 700 BRAGG HILL ROAD | FAYSTON | VT | 05673 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| NEW YORK CITY BALLET | ||||||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | GENERAL CHARITABLE | $2,315 | |||||
| NEW YORK FOUNDATION FOR ELDERCARE | ||||||||||||
| 171 MADISON AVENUE SUITE 1405 | NEW YORK | NY | 10016 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| NEW YORK HARBOR SAILING FOUNDATION | ||||||||||||
| 140 DUDLEY STREET | JERSEY CITY | NJ | 07302 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| NEW YORK YACHT CLUB FOUNDATION | ||||||||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| NEWTON FOOD PANTRY | ||||||||||||
| 1000 COMMONWEALTH AVENUE | NEWTON | MA | 02459 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| OAKCLIFF SAILING INC | ||||||||||||
| 4 SOUTH STREET | OYSTER BAY | NY | 11771 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| PALLIATIVE AND SUPPORTIVE CARE OF NANTUCKET FOUNDATION | ||||||||||||
| PO BOX 3541 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| PAN-MASSACHUSETTS CHALLENGE INC | ||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | GENERAL CHARITABLE | $20,000 | |||||
| PARENT BOOSTER USA INC - REDMOND HIGH SCHOOL DANCE TEAM | ||||||||||||
| 17272 NE 104TH STREET | REDMOND | WA | 98052 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| PENCILS FOR KIDS INC | ||||||||||||
| 114 S FLORES ST | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | ||||||||||||
| 1055 COMMONWEALTH AVNENUE | BOSTON | MA | 02215 | N/A | PC | GENERAL CHARITABLE | $4,000 | |||||
| PLEIADES NETWORK | ||||||||||||
| 475 VAN BUREN ST UNIT 1 | BROOKLYN | NY | 11221 | N/A | PC | GENERAL CHARITABLE | $500 | |||||
| POWELL RIVER SALMON SOCIETY | ||||||||||||
| N/A | PC | GENERAL CHARITABLE | $2,000 | 5775 ASH AVENUE | POWELL RIVER | BRITISH COLUMBIA | CA | |||||
| PROFESSIONAL CHILDRENS SCHOOL INC | ||||||||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL CHARITABLE | $12,000 | |||||
| PROJECT HEALING WATERS FLY FISHING INC | ||||||||||||
| PO BOX 695 | LA PLATA | MD | 20646 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| REFUGEE PROTECTION INTERNATIONAL | ||||||||||||
| 5 BOW ROAD | BELMONT | MA | 02478 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| RIP MEDICAL DEBT | ||||||||||||
| PO BOX 411675 | BOSTON | MA | 02241 | N/A | PC | GENERAL CHARITABLE | $4,000 | |||||
| ROOSEVELT UNIVERSITY | ||||||||||||
| 430 SOUTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60605 | N/A | PC | GENERAL CHARITABLE | $40,000 | WB1700 | ||||
| SANDY HOOK PROMISE FOUNDATION | ||||||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| SEACOAST SCIENCE CENTER INC | ||||||||||||
| 570 OCEAN BLVD | RYE | NH | 03870 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| SECOND STEP INC | ||||||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| SHELBURNE FARMS | ||||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A | PC | GENERAL CHARITABLE | $13,000 | |||||
| SMALL FRIENDS ON NANTUCKET INC | ||||||||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| ST HILDA'S & ST HUGH'S SCHOOL | ||||||||||||
| 619 WEST 114TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| ST LUKE'S FOUNDATION INC | ||||||||||||
| 377 NORTH WILTON ROAD | NEW CANAAN | CT | 06840 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| STAR ISLAND CORPORATION | ||||||||||||
| 30 MIDDLE STREET | PORTSMOUTH | MA | 03801 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| SUN VALLEY COMMUNITY SCHOOL INC | ||||||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| SUNY COLLEGE AT ONEONTA ALUMNI ASSOCIATION INC | ||||||||||||
| PO BOX 4 | COOPERSTOWN | NY | 13326 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN | ||||||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| THE FRICK COLLECTION | ||||||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL CHARITABLE | $1,032 | |||||
| THE GREAT HARBOR YACHT CLUB FOUNDATION INC | ||||||||||||
| 96 WASHINGTON STREET | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| THE HOME FOR LITTLE WANDERERS INC | ||||||||||||
| 10 GUEST STREET FL 3 | BOSTON | MA | 02135 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| THE HOMESTEAD OF NANTUCKET | ||||||||||||
| 115 MAIN STREET | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| THE HUN SCHOOL OF PRINCETON | ||||||||||||
| 176 EDGARSTOUNE ROAD | PRINCETON | NJ | 08540 | N/A | PC | GENERAL CHARITABLE | $55,000 | |||||
| THE PRO-VOICE PROJECT FOUNDATION INC | ||||||||||||
| 195 BEAR TRAIL ROAD | SANDPOINT | ID | 83864 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| TRINITY SCHOOL | ||||||||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| TROUT UNLIMITED INC | ||||||||||||
| 1777 NORTH KENT STREET SUITE 100 | ARLINGTON | VA | 22209 | N/A | PC | GENERAL CHARITABLE | $1,500 | |||||
| TRUSTEES OF RESERVATIONS | ||||||||||||
| 200 HIGH STREET 4TH FL | BOSTON | MA | 02110 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| UNITE TO LIGHT | ||||||||||||
| 1117 STATE STREET 19 | SANTA BARBARA | CA | 93101 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | ||||||||||||
| 516 OCEAN ROAD | SANTA BARBARA | CA | 93106 | N/A | PC | GENERAL CHARITABLE | $4,000 | |||||
| UNIVERSITY OF FLORIDA FOUNDATION INC | ||||||||||||
| PO BOX 14425 | GAINSEVILLE | FL | 32604 | N/A | PC | GENERAL CHARITABLE | $20,000 | |||||
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INC | ||||||||||||
| 9 EDGEWOOD ROAD | DURHAM | NH | 03824 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| VIOLIN SOCIETY OF AMERICA | ||||||||||||
| 230 WASHINGTON AVENUE SUITE 101 | ALBANY | NY | 12203 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| WBUR - TRUSTEES OF BOSTON UNIVERSITY | ||||||||||||
| 890 COMMONWEALTH AVENUE 3RD FL | BOSTON | MA | 02215 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| WEST KORTRIGHT CENTRE INC | ||||||||||||
| 49 WEST KORTRIGHT CHURCH ROAD | EAST MEREDITH | NY | 13757 | N/A | PC | GENERAL CHARITABLE | $2,000 | |||||
| WESTCHESTER LAND TRUST INC | ||||||||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | N/A | PC | GENERAL CHARITABLE | $3,000 | |||||
| WGBH EDUCATIONAL FOUNDATION | ||||||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | N/A | PC | GENERAL CHARITABLE | $4,075 | |||||
| WINGS OF THE DAWN BIRD SANCTUARY | ||||||||||||
| PO BOX 53 | HENNIKER | NH | 03242 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| WORLD CENTRAL KITCHEN INC | ||||||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | GENERAL CHARITABLE | $5,000 | |||||
| YELLOWSTONE FOREVER | ||||||||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | GENERAL CHARITABLE | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $680,091 | 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 | $364,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,715,835 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,080,799 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,080,799 | 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 | DENGLER THOMAS P ADMIN LIV TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 WEST 187TH STREET APT 609 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $550,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75000 AMAZON.COM INC NOTE 12/01/27 4.55% | $74,867 | $76,069 |
| 75000 AMERICAN EXPRESS CO NOTE 11/05/27 5.85% | $76,810 | $78,417 |
| 75000 ASTRAZENECA FINANCE LLC NOTE 02/26/29 4.85% | $73,854 | $76,782 |
| 50000 BANK AMERICA CORP BOND 03/15/28 5.875% | $49,750 | $49,654 |
| 75000 FLORDIA PWR & LT CO NOTE 05/15/26 4.45% | $74,306 | $75,146 |
| 75000 HOME DEPOT INC NOTE 09/15/26 2.125% | $69,380 | $71,980 |
| 75000 HONEYWELL INTL INC NOTE 11/01/26 2.50% | $70,084 | $72,399 |
| 75000 META PLATFORMS INC NOTE 05/15/28 4.60% | $74,592 | $76,322 |
| 75000 ORACLE CORP NOTE 07/15/26 2.65% | $69,432 | $72,417 |
| 75000 PEPSICO INC NOTE 11/10/26 5.125% | $75,942 | $76,472 |
| 75000 STATE STR CORP NOTE 03/18/27 4.993% | $74,349 | $76,196 |
| 75000 STRYKER CORPORATION 03/15/26 3.50% | $72,074 | $73,747 |
| 75000 TARGET CORP NOTE 04/15/25 2.25% | $71,447 | $73,851 |
| 75000 THERMO FISHER SCIENTIFIC INC NOTE 01/31/29 5.00% | $76,390 | $77,109 |
| 75000 TOYOTA MTR CR CORP 09/11/28 5.25% | $75,197 | $77,471 |
| 75000 VISA INC NOTE 12/14/25 3.15% | $71,918 | $73,835 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (166 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500SH ABB LIMITED | $34,879 | $85,974 |
| 1100SH ABBOTT LABORATORIES | $115,044 | $124,597 |
| 500SH ACCENTURE PLC | $51,610 | $170,975 |
| 81SH ADOBE SYS INC | $43,719 | $46,527 |
| 970SH ADVANCED ENRGY INDUSTRIES | $60,357 | $102,907 |
| 335SH ADVANCED MICRO DEVICES INC | $56,019 | $49,768 |
| 700SH AFFILIATED MANAGERS GROUP | $109,222 | $121,681 |
| 200SH AIR PRODUCTS AND CHEMICALS INC | $50,566 | $55,770 |
| 800SH AKAMAI TECHNOLOGIES COM | $2,657 | $81,472 |
| 3432SH ALPHABET INC | $329,365 | $566,657 |
| 1900SH AMAZON.COM INC | $265,102 | $339,150 |
| 5100SH AMCOR PLC | $51,579 | $58,344 |
| 400SH AMERICAN INTERNATIONAL GROUP | $29,330 | $30,820 |
| 550SH AMERICAN TOWER CORP | $101,135 | $123,233 |
| 1200SH AMERICAN WOODMARK CORPORATION | $92,785 | $107,532 |
| 1600SH AMETEK INC | $226,386 | $273,680 |
| 280SH AMGEN INC | $3,242 | $93,472 |
| 700SH AMPHENOL CORP | $44,452 | $47,215 |
| 800SH ANALOG DEVICES INC | $136,055 | $187,872 |
| 780SH ANHEUSER-BUSCH INBEV | $47,717 | $46,417 |
| 2520SH APPLE INC | $216,101 | $577,080 |
| 207SH APPLIED MATERIALS INC | $49,488 | $40,833 |
| 130SH ARISTA NETWORKS INC | $43,366 | $45,939 |
| 1000SH ASHLAND INC | $88,740 | $89,500 |
| 300SH ASHTEAD GROUP | $80,767 | $85,626 |
| 363SH ASML HOLDING NV | $312,148 | $328,105 |
| 2100SH ASTRAZENECA PLC | $126,496 | $184,002 |
| 900SH AUTOLIV INC | $108,059 | $92,223 |
| 900SH AXIS CAP HLDGS | $58,409 | $71,892 |
| 4700SH BANK AMERICA CORP | $168,131 | $191,525 |
| 2830SH BANK OF NEW YORK MELLON CORP | $20,942 | $193,063 |
| 550SH BEACON ROOFING SUPPLY INC | $29,194 | $49,830 |
| 100SH BERKSHIRE HATHAWAY INC CL B | $1,706 | $47,592 |
| 840SH BLACKSTONE INC | $19,380 | $119,582 |
| 700SH BOSTON SCIENTIFIC CORP | $26,035 | $57,253 |
| 4000SH BOX INC | $108,883 | $130,400 |
| 200SH BROADCOM INC | $32,136 | $32,564 |
| 580SH BROADRIDGE FINANCIAL SOLUTION | $8,473 | $123,459 |
| 1400SH CARDINAL HEALTH INC | $76,024 | $157,808 |
| 500SH CARLYLE GROUP INC | $7,780 | $20,065 |
| 350SH CATERPILLAR INC | $111,939 | $124,636 |
| 2000SH CELESTICA INC | $93,610 | $101,840 |
| 1300SH CENTENE CORP | $92,909 | $102,479 |
| 1500SH CHEVRON CORP | $232,415 | $221,925 |
| 1175SH CHEWY INC | $30,820 | $33,546 |
| 400SH CHUBB LIMITED COM | $79,074 | $113,672 |
| 1650SH CIRRUS LOGIC INC | $120,418 | $240,389 |
| 2400SH CITIZENS FINL GROUP INC | $84,934 | $103,320 |
| 803.697SH CLEARBRIDGE SELECT FUND | $40,000 | $41,270 |
| 700SH CLOROX CO | $96,664 | $110,817 |
| 3000SH CNH INDUSTRIAL | $29,304 | $31,020 |
| 1900SH COCA-COLA CO | $105,811 | $137,693 |
| 400SH COGNIZANT TECHNOLOGY SOLUTIONS | $29,074 | $31,108 |
| 2600SH COOPER COS INC | $224,948 | $274,898 |
| 370SH CORPAY INC | $100,106 | $116,754 |
| 635SH CSG SYSTEMS INTERNATIONAL | $30,004 | $30,810 |
| 1000SH CUBESMART | $42,602 | $51,830 |
| 700SH D R HORTON INC | $10,118 | $132,132 |
| 1600SH DAIICHI SANKYO | $44,904 | $66,992 |
| 7000SH DANA INC | $89,602 | $79,030 |
| 500SH DANAHER CORPORATION | $113,257 | $134,655 |
| 354SH DELL TECHNOLOGIES INC | $49,839 | $40,901 |
| 6000SH DEUTSCHE TELEKOM | $102,139 | $170,609 |
| 200SH DICKS SPORTING GOODS | $46,825 | $47,392 |
| 200SH DIGITAL RLTY TR INC | $30,998 | $30,322 |
| 1200SH DISNEY WALT CO | $125,098 | $108,456 |
| 1000SH DORMAN PRODS INC | $95,409 | $113,420 |
| 1896.482SH DWS SMALL-CAP CORE FUND | $87,000 | $94,312 |
| 400SH DYCOM INDUSTRIES INC | $42,991 | $70,384 |
| 3160.112SH EATON VANCE EMERGING AND FRONTIER COUNTRIES | $45,000 | $46,675 |
| 70SH ELI LILLY & COMPANY | $39,909 | $67,201 |
| 3500SH ENERGY TRANSFER LP | $43,983 | $56,350 |
| 3190SH ENTERPRISE PRODUCT PARTNERS LP | $58,248 | $93,594 |
| 125SH ENTRADA NETWORKS INC | $740 | $125 |
| 1300SH EPLUS INC | $100,095 | $124,748 |
| 1000SH EURONET WORLDWIDE INC | $106,301 | $107,910 |
| 4400SH EXELIXIS INC | $93,657 | $114,532 |
| 600SH EXTRA SPACE STORAGE INC | $66,703 | $106,200 |
| 794SH EXXON MOBIL CORP | $69,511 | $93,644 |
| 4043.57SH FIDELITY ADVISOR INTERNATIONAL CAPITAL APPREC. | $131,056 | $136,107 |
| 1347SH FIRST TR VI RISING DIVID ACHIEVERS | $74,674 | $79,136 |
| 900SH FISERV INC | $99,082 | $157,140 |
| 1900SH FORTINET INC | $43,695 | $145,749 |
| 2000SH GENPACT LIMITED COM | $66,904 | $78,460 |
| 3300SH GENTEX CORP | $114,930 | $103,389 |
| 250SH GOLDMAN SACHS GROUP INC | $35,618 | $127,562 |
| 3000SH GREIF INC | $125,911 | $187,560 |
| 6000SH HEXAGON AB ADR | $54,574 | $61,140 |
| 450SH HOME DEPOT INC | $132,359 | $165,825 |
| 1000SH ICU MEDICAL INC | $155,198 | $165,330 |
| 150SH IDEX CORP | $30,807 | $30,972 |
| 2000SH INTEL CORP | $24,810 | $44,080 |
| 500SH INTERACTIVE BROKERS GROUP INC | $40,523 | $64,445 |
| 65SH INTUIT INC | $41,143 | $40,967 |
| 100SH INTUITIVE SURGICAL INC | $48,786 | $49,263 |
| 300SH INVESCO QQQ TRUST | $143,948 | $142,881 |
| 1700SH ISHARES TR S&P MIDCAP 400 GROWTH | $148,748 | $154,853 |
| 2450SH JPMORGAN CHASE & CO | $356,219 | $550,760 |
| 5300SH JPMORGAN ULTRA-SHORT INCOME | $267,400 | $268,551 |
| 1700SH KRAFT HEINZ CO | $60,110 | $60,231 |
| 70SH LILLY ELI & CO | $39,909 | $67,201 |
| 2000SH LINCOLN NATIONAL CORP | $60,397 | $64,200 |
| 125SH LINDE PLC | $35,292 | $59,781 |
| 2500SH LONDON STOCK EXCHANGE GROUP | $68,762 | $84,925 |
| 30SH LOWES COMPANIES INC | $5,930 | $7,455 |
| 130SH LOWES COS INC | $25,696 | $32,305 |
| 860SH MATCH GROUP INC | $30,085 | $32,001 |
| 475SH MCDONALDS CORP | $108,398 | $137,114 |
| 27SH MERCADOLIBRE INC | $45,260 | $55,665 |
| 600SH MERCK & CO INC | $63,498 | $71,070 |
| 100SH META PLATFORMS INC | $43,000 | $52,131 |
| 800SH MICROCHIP TECHNOLOGY INC | $18,630 | $65,728 |
| 1300SH MICRON TECHNOLOGIES INC | $72,825 | $125,112 |
| 1351SH MICROSOFT CORP | $419,539 | $563,556 |
| 800SH MIDDLEBY CORP | $107,727 | $112,496 |
| 600SH MONDELEZ INTERNATIONAL INC | $37,914 | $43,086 |
| 2440SH MPLX LP | $73,001 | $104,627 |
| 550SH MYR GRP INC | $77,599 | $55,440 |
| 1500SH NCR ATLEOS | $27,816 | $42,915 |
| 6000SH NCR VOYIX CORPORATION | $65,122 | $80,940 |
| 1100SH NESTLE ADR | $113,139 | $117,612 |
| 350SH NEUROCRINE BIOSCIENCES INC | $42,950 | $44,471 |
| 1700SH NEXTERA ENERGY INC | $129,019 | $136,867 |
| 1382SH NOVO NORDISKA A.S. | $145,127 | $192,319 |
| 1700SH NUTRIEN LTD | $92,309 | $82,314 |
| 10900SH NVIDIA CORPORATION | $190,427 | $1,301,133 |
| 1500SH OGE ENERGY CORP | $47,440 | $59,340 |
| 100SH ONTO INNOVATION INC | $23,466 | $21,322 |
| 1250SH ORACLE CORPORATION | $79,516 | $176,613 |
| 136SH PALO ALTO NETWORKS | $24,597 | $49,330 |
| 5000SH PARK HOTELS & RESORTS INC | $65,889 | $76,400 |
| 375SH PEPSICO INC | $6,498 | $64,830 |
| 8000SH PHOTRONICS INC | $87,198 | $206,880 |
| 800SH PROCTOR & GAMBLE | $72,890 | $137,232 |
| 200SH PROGRESSIVE CORP | $47,416 | $50,440 |
| 4290.618SH PUTNAM LARGE-CAP VALUE FUND | $150,000 | $159,439 |
| 160SH QUALCOMM INC | $32,892 | $28,048 |
| 100SH REGENERON PHARMACEUTICALS INC | $50,280 | $118,470 |
| 100SH S&P GLOBAL INC | $38,728 | $51,324 |
| 150SH SAP SE SPONSORED | $30,278 | $32,957 |
| 2000SH SEALED AIR CORP | $74,482 | $69,900 |
| 1620SH SHOPIFY INC | $22,687 | $119,993 |
| 4500SH SPARTANNASH CO | $88,139 | $99,405 |
| 415SH SS&C TECHNOLOGIES HLDGS INC | $29,930 | $31,162 |
| 1750SH STARWOOD PROPERTY INC | $33,094 | $36,470 |
| 125SH SVB FINANCIAL GROUP | $34,134 | $2 |
| 750SH SYSCO CORPORATION | $43,829 | $58,478 |
| 1000SH TAIWAN SEMICONDUCTOR MANUFACTURING | $27,053 | $171,700 |
| 550SH TEREX CORP | $29,741 | $31,224 |
| 435SH THE CIGNA GROUP | $84,517 | $157,387 |
| 700SH THE TRADE DESK INC | $13,250 | $73,171 |
| 500SH TJX COMPANIES INC | $30,452 | $58,635 |
| 2700SH TOWER SEMICONDUCTOR LTD | $90,149 | $119,313 |
| 7000SH TTM TECHNOLOGIES INC | $82,990 | $136,150 |
| 900SH UNILEVER PLC | $35,617 | $58,311 |
| 700SH UNION PAC CORP | $146,810 | $179,263 |
| 100SH UNITED RENTALS INC | $34,810 | $74,126 |
| 200SH UNITED THERAPEUTICS CORP | $54,829 | $72,710 |
| 250SH UNITEDHEALTH GROUP INC | $132,270 | $147,550 |
| 170SH VERISIGN INC | $30,260 | $31,263 |
| 2700SH VIRTU FINL INC | $73,242 | $82,917 |
| 150SH VISA INC | $29,518 | $41,456 |
| 1250SH WESTERN MIDSTREAM PARTNERS LP | $7,736 | $48,225 |
| 1000SH WILLIAMS COMPANIES INC | $29,127 | $45,770 |
| 400SH WILLIAMS SONOMA INC | $49,505 | $53,732 |
| 2897SH WISDOMTREE INTL HEDGED QUALITY DIVID GROWTH | $132,845 | $134,392 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $325,657 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $328,162 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD FEE-NY LAW JOURNAL | $170 | $0 | $170 |
| FILING FEES | $750 | $0 | $750 |
| INSURANCE | $1,601 | $0 | $1,601 |
| OFFICE EXPENSES | $2,066 | $0 | $2,066 |
| WEB DESIGN/ANNUAL HOSTING FEES | $600 | $0 | $600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $43,295 | Amt |
| Net Investment Income | $43,295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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