VAN BEUREN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VAN BEUREN CHARITABLE FOUNDATION INC (EIN 22-2773769)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-04
- IRS object ID
- 202223089349100812
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-04T10:00:47-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132738625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 6TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222773769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN BEUREN CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRANDYWINE GROUP ADV (PTS) INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANB | BusinessNameControlTxt |
| Phone | 2123192700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 MADISON AVE 17TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARCHBOLD D VAN BEUREN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2123192700 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARCHBOLD | PersonFirstNm |
| Person Last | VAN BEUREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY ZUKOFF | PreparerPersonNm |
| PTIN | P00116434 | PTIN |
| Phone | 2129970600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $382,313,929 | 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 | $12,882,986 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,900,998 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,816,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,096,789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,096,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,096,789 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$318,059 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$318,059 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $49,562,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,595,099 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $358,994 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $358,994 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $275,988 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $275,988 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $209,275 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $209,275 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,578 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,052 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,526 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,608 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $56,608 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,295,443 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,295,443 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $218,125 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $218,125 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $339,009 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $42,970 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $85,072 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $85,072 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $93,358 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $93,358 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,356 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,356 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $481,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $436,678 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,421,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,660,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,422,145 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,221,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,221,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,643,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,660,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,644,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,919,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,934,169 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,016,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,141,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,141,246 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $120,258,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $123,171,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $123,171,232 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,054,781 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,060,668 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,060,668 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $194,465,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $218,791,555 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $218,791,555 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,299,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $259,917 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,124,256 | LandBOYAmt |
| Land EOY | $1,039,185 | LandEOYAmt |
| Land EOYFMV | $1,039,185 | LandEOYFMVAmt |
| Other Assets BOY | $198,091 | OtherAssetsBOYAmt |
| Other Assets EOY | $110,043 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $110,043 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $341,117,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $382,313,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $382,313,929 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $75,896 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $198,963 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $75,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $198,963 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $326,545,254 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $380,491,464 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $14,496,804 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,623,502 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $341,042,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $382,114,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $341,117,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $382,313,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $341,042,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,919,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,026,990 | OtherIncreasesAmt |
| Subtotal | $394,988,268 | SubtotalAmt |
| Other Decreases | $12,873,302 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $382,114,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| THRU PARTNERSHIPS | P | 2021-01-01 | 2021-06-15 | $1,019,779 | $1,019,779 | $1,019,779 |
| THRU PARTNERSHIPS | P | 2018-01-01 | 2021-06-15 | $14,699,689 | $14,699,689 | $14,699,689 |
| REALIZED GAINS & LOSSES | P | 2021-01-01 | 2021-06-15 | $72,062 | $72,062 | $72,062 |
| REALIZED GAINS & LOSSES | P | 2018-01-01 | 2021-06-15 | $17,304,670 | $17,304,670 | $17,304,670 |
| SEC LIT/WASH SALES/ADJUSTMENTS | P | 2018-01-01 | 2021-06-15 | $589 | $589 | $589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,096,789 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $457,785 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $457,785 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $457,785 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,341 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $175,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $355,341 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $132 | EsPenaltyAmt |
| Tax Due | $102,576 | 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 | RI | 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 | BRANDYWINE TRUST COMPANY | IndividualWithBooksNm |
| Phone | 7183176857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 LANCASTER PIKE SUITE 300A | AddressLine1Txt |
| City | HOCKESSIN | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | 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 | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ARCHBOLD D VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | VICE CHAIRMAN & SECRETARY | 0.00 | $0 | $0 | $0 |
| ANDREA VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| STEPHEN L GLASCOCK | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| HOPE HILL VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| BARBARA VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| HELENE B VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ROGER KASS | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | TREASURER | 0.00 | $0 | $0 | $0 |
| ELIZABETH R LYNN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | PRESIDENT & ASSISTANT TREA | 40.00 | $271,279 | $68,462 | $0 |
| KIM L DAME | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | ASSISTANT SECRETARY | 40.00 | $87,715 | $44,568 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS BRENDLER | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 1 | NEWPORT | RI | 028403283 | NONE | 40.00 | $137,500 | $51,424 | $0 |
| MARYKATE BERGEN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 1 | NEWPORT | RI | 028403283 | NONE | 40.00 | $90,358 | $19,968 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SUSTAINABILITY INITIATIVE - FUND DEVELOPMENT AND SUSTAINABLE PRACTICES- PROVIDING COHORT-BASED ASSESSMENTS, TRAININGS, FUND DEVELOPMENT PLANS, PEER LEARNING, LEADERSHIP DEVELOPMENT & COORDINATION. | Description1Txt |
| Expenses1 | $110,500 | Expenses1Amt |
| Description2 | LEADING TO BETTER DESIGN - WORKSHOP/TRAINING TO STRENGTHEN PLANNING FOR CAPITAL PROJECTS AND DEVELOPMENT OF AN ASSESSMENT TOOL FOR CAPITAL PROJECT READINESS. | Description2Txt |
| Expenses2 | $530 | Expenses2Amt |
| Description3 | FIELD BUILDING INITIATIVE - DATA, RESEARCH, CONVENING, EVALUATION AND STRATEGY FACILITATION RELATED TO ASSESSING BEHAVORIAL HEALTH, CHILDREN'S LITERACY, ECONOMIC DEVELOPMENT, LOCAL BROADBAND ACCESS, COVID IMPACT. | Description3Txt |
| Expenses3 | $132,521 | Expenses3Amt |
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 | $340,117,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,116,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $310,918 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $353,544,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $353,544,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,303,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $348,241,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,412,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,412,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $457,785 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $457,785 | TotalTaxAmt |
| Distributable Before Adj | $16,954,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,954,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,954,294 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,644,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,644,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,954,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,718,204 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,644,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,718,204 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,925,936 | 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 | $10,028,358 | 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 (157 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 564 PARK AVENUE PRESERVATION FOUNDATION | |||||||
| 564 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER ROAD | CONSHOCHOCKEN | PA | 19428 | NONE | PUBLIC CHARITY | AIM PATHWAYS PROGRAM FOR NEWPORT COUNTY EDUCATORS AND UNRESTRICTED | $85,000 |
| AQUIDNECK LAND TRUST | |||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | GENERAL OPERATING, LAND USE WORKSHOPS, NEWPORT OPEN SPACE PROGRAM | $95,000 |
| AQUIDNECK LAND TRUST | |||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | STRIKE FUND AND GENERAL OPERATIING | $2,255,000 |
| ART & NEWPORT | |||||||
| 289 INDIAN AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | WAVES ART INSTALLATION AND PROGRAMMING | $63,280 |
| ART 21 INC | |||||||
| 231 WEST 29TH | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| ATLANTIC THEATRE COMPANY | |||||||
| 76 NINTH AVENUE | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CAPITAL AND UNRESTRICTED | $55,000 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | 2021 EXHIBITION FUND | $25,000 |
| BIKE NEWPORT | |||||||
| 62 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $55,000 |
| BLITHEWOLD | |||||||
| 101 FERRY ROAD | BRISTOL | RI | 02809 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| BOCA GRANDE HEALTH CLINIC | |||||||
| PO BOX 2340 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| BOCA GRANDE WOMANS CLUB | |||||||
| PO BOX 65 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 233 SCITUATE AVENUE | CRANSTON | RI | 02921 | NONE | PUBLIC CHARITY | SCOUTING PROGRAMS | $3,000 |
| BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY | |||||||
| 95 CHURCH STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | DESIGN PLANNING FOR CHURCH STREET CLUBHOUSE AND OPERATING | $72,500 |
| BRANDYWINE CONSERVANCY | |||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| BROOKLYN RAIL INC | |||||||
| 253 36TH ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC CHARITY | UNRESTRICTED | $17,500 |
| C THOMAS CLAGETT JR MEMORIAL CLINIC & REGATTA INC | |||||||
| 231 INDIAN AVENUE | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| CARY INSTITUTE | |||||||
| 2801 SHARON TPKE | MILLBROOK | NY | 12545 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| CHILD AND FAMILY SERVICES OF NEWPORT | |||||||
| 31 JOHN CLARKE ROAD | MIDDLETOWN | NY | 02842 | NONE | PUBLIC CHARITY | UNSPENT FUNDS- HOME BASED SENIOR BEHAVIORAL HEALTH COUNSELING | -$41,913 |
| CHURCH COMMUNITY HOUSING CORPORATION | |||||||
| 50 WASHINGTON SQUARE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ENGINEERING AND DESIGN- NEWPORT HISTORIC SPRING PARK | $300,000 |
| CITY OF NEWPORT | |||||||
| 43 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | TECHNOLOGY UPGRADES- INNOVATE NEWPORT | $66,309 |
| CODAC INC | |||||||
| 1052 PARK AVENUE | CRANSTON | RI | 02910 | NONE | PUBLIC CHARITY | EQUIPMENT FOR PRIMARY CARE SERVICES | $66,121 |
| COLLEGE UNBOUND | |||||||
| 325 PUBLIC ST | PRIVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | AQUIDNECK ISLAND COHORT BA COMPLETION | $60,000 |
| CORNELL UNIVERSITY | |||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | DIVISION CHILD AND ADOLESCENT PSYCHIATRY | $100,000 |
| COUNCIL ON FOUNDATIONS | |||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DUTCHESS LAND CONSERVANCY | |||||||
| PO BOX 138 | MILLBROOK | NY | 12545 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| EAST BAY COMMUNITY ACTION PROGRAM | |||||||
| 19 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | MIDDLETOWN CHILD OPPORTUNITY ZONE- BEYOND THE BELL/ UNRESTRICTED | $32,989 |
| FABNEWPORT | |||||||
| 1 YORK STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | EXPAND THE NEWPORT EXPERIENCE PROGRAM AND UNRESTRICTED | $119,300 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| FRIENDS OF BOCA GRANDE COMMUNITY CENTER | |||||||
| PO BOX 1222 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| FRIENDS OF UPPER EAST SIDE HISTORIC DISTRICT INC | |||||||
| 20 EAST 69TH STREET 4B | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | |||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,500 |
| GARDEN CONSERVANCY | |||||||
| PO BOX 219 | NEW YORK | NY | 10516 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION | |||||||
| PO BOX 446 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| GRANTMAKERS COUNCIL OF RHODE ISLAND | |||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 02909 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1725 DESALES ST NW STE 404 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,590 |
| GROW SMART RHODE ISLAND | |||||||
| 144 WESTMINSTER STREETSTE 303 | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | SMART GROWTH RECOVERY STRATEGY | $50,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1290 OLD SANDWICH ROAD | PLYMOUTH | MA | 02360 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLV | OCEANSIDE | CA | 92057 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WHILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| INTERNATIONAL YACHT RESTORATION SCHOOL | |||||||
| 449 THAMES ST SUITE 111 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED, BROOKS BUILDING CAPITAL CAMPAIGN | $400,000 |
| JAMESTOWN ART CENTER | |||||||
| 18 VALLEY STREET | JAMESTOWN | RI | 02835 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| LUCY'S HEARTH | |||||||
| 913 WEST MAIN ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| MARTIN LUTHER KING COMMUNITY CENTER INC | |||||||
| 20 DR MARCUS F WHEATLAND BLVD | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | GENERAL OPERATING AND HOLIDAY FOOD AND TEEN PROGRAMS, RENOVATION/EXPANSION OF FACILITY | $1,073,500 |
| MEALS ON WHEELS OF RI INC | |||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | HOME DELIVERED MEAL PROGRAM | $30,000 |
| MIDDLETOWN TREE ASSOCIATION | |||||||
| 207 VERNON AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | ANNUAL TREE MAINTENANCE | $6,000 |
| MILL REEF FUND | |||||||
| C/O JP MORGAN | DETROIT | MI | 48278 | NONE | PUBLIC CHARITY | CLAY STUDIO AND GENERAL FUND | $60,000 |
| NAVAL WAR COLLEGE FOUNDATION | |||||||
| 686 CUSHING ROAD | NEWPORT | RI | 02841 | NONE | PUBLIC CHARITY | DIGITIZING THE NWCF COLLECTION, ANNUAL FUNDS | $276,500 |
| NEW YORK HARBOR FOUNDATION | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| NEW YORK LANDMARKS CONSERVANCY | |||||||
| ONE WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| NEWPORT ART MUSEUM | |||||||
| 76 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER | |||||||
| 127 JOHNNY CAKE HILL ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | COMMUNITY MENTAL HEALTHCARE PROGRAMS FOR SENIORS | $175,000 |
| NEWPORT COUNTY DEVELOPMENT COUNCIL | |||||||
| 513 BROADWAY STE 218 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ASSESSMENT AND PLANNING, PROGRAM DEVELOPMENT-BLUE TECHNOLOGY | $314,000 |
| NEWPORT COUNTY WOMEN'S RESOURCE CENTER | |||||||
| 114 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | COUNSELING FOR DOMESTIC VIOLENCE, VOCA-FUNDED PROGRAMS | $67,500 |
| NEWPORT FILM INC | |||||||
| 174 BELLEVUE AVE SUITE 314 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $85,000 |
| NEWPORT HISTORICAL SOCIETY | |||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | NEWPORT SHOW | $5,000 |
| NEWPORT HOSPITAL FOUNDATION | |||||||
| 11 FRIENDSHIP STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | OPERATING- GENERAL, IMAGING EQUIPMENT, CAMPAIGN AND ANNUAL FUND | $55,000 |
| NEWPORT PARTNERSHIPS FOR FAMILIES | |||||||
| 31 JOHN CLARKE ROAD | NEWPORT | RI | 02842 | NONE | PUBLIC CHARITY | TRUST & EQUITY ALLIANCE & JUSTICE, EQUITY, DIVERSITY & INCLUSION PARTNERSHIP | $35,795 |
| NEWPORT PUBLIC LIBRARY | |||||||
| 300 SPRING STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $5,000 |
| NEWPORT PUBLIC SCHOOLS | |||||||
| 109 OLD FORT ROAD | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | PELL ELEMENTARY SCHOOL CAPITAL IMPROVEMENTS | $1,138,000 |
| NEWPORT RESTORATION FOUNDATION | |||||||
| 51 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $2,500 |
| NIGHTINGALE BAMFORD SCHOOL | |||||||
| 20 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | NIGHINGALE FUND/ANNUAL FUND | $20,000 |
| NORMAN BIRD SANCTUARY TRUST | |||||||
| 583 THIRD BEACH ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | OPERATING- GENERAL, BUILD THE CONSERVATION CREW | $92,250 |
| NY PRESBYTERIAN HOSPITAL | |||||||
| 850 THIRD AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| OLANA PARTNERSHIP | |||||||
| PO BOX 199 | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $2,500 |
| PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 350 E ERIE AVENUE | PHILADELPHIA | PA | 19134 | NONE | PUBLIC CHARITY | OPERATING- GENERAL, ANNUAL FUND | $35,000 |
| PEAK GRANTMAKING INC | |||||||
| 1666 K ST NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $3,000 |
| PHILADELPHIA ORCHESTRA ASSOCIATION | |||||||
| 1 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $5,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20 ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $1,000 |
| POMFRET SCHOOL | |||||||
| 398 POMFRET STREET | POMFRET | CT | 06258 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | |||||||
| 424 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CAPACITY BUILDING, OPERATING-GENERAL, PROJECT PERSEVERANCE | $223,500 |
| PRESERVE RHODE ISLAND | |||||||
| 957 NORTH MAIN ST | PROVIDENCE | RI | 02904 | NONE | PUBLIC CHARITY | AQUIDNECK STONE WALL INITIATIVE | $83,345 |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | OPERATING-GENERAL | $15,000 |
| PUPPIES BEHIND BARS | |||||||
| 10 EAST 40TH STREET 19TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | OPERATING-GENERAL | $2,000 |
| REACH OUT AND READ RHODE ISLAND | |||||||
| 1 RICHMOND SQ STE 158E | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | AQUIDNECK ISLAND PEDIATRICIAN PARTNERSHIP | $6,000 |
| RHODE ISLAND COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | FOOD DISTRIBUTION IN NEWPORT COUNTY/SYSTEMIC INNOVATIONS | $100,000 |
| RHODE ISLAND COMMUNITY FOUNDATION | |||||||
| 1 UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CAPACITY BUILDING COHORT/WORKSHOPS | $3,000 |
| RHODE ISLAND KIDS COUNT | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $45,000 |
| RHODE ISLAND PUBLIC RADIO | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CAPACITY AND OPERATING- GENERAL | $241,000 |
| ROBERT POTTER LEAGUE FOR ANIMALS INC | |||||||
| 87 OLIPHANT LANE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $67,500 |
| ROYAL PALM PLAYERS | |||||||
| PO BOX 954 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,500 |
| SAIL TO PREVAIL | |||||||
| PO BOX 1264 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ADAPTIVE SAILING PROGRAM | $33,200 |
| SAVE THE BAY INC | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | NARRAGANSETT BAY PROGRAM/NEW AQUARIUM | $60,000 |
| ST MICHAELS COUNTRY DAY SCHOOL | |||||||
| 180 RHODE ISLAND AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | FINANCIAL AID PROGRAM, OPERATING-GENERAL | $17,500 |
| ST ANDREWS EPISCOPAL CHURCH | |||||||
| PO BOX 272 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | OPERATING-GENERAL | $2,000 |
| ST BERNARD'S SCHOOL | |||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | UNRESTRICTED | $70,000 |
| ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL | |||||||
| 55 VAUCLUSE AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | OPERATING-GENERAL | $55,000 |
| ST GEORGE'S SCHOOL | |||||||
| PO BOX 1910 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| STAR KIDS SCHOLARSHIP PROGRAM | |||||||
| PO BOX 6214 | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | SCHOLARSHIP PROGRAM | $30,000 |
| STRATEGIC PREVENTION PARTNERSHIPS | |||||||
| 73 JOHN DYER ROAD | COMPTON | RI | 02837 | NONE | PUBLIC CHARITY | NO WRONG DOOR BEHAVIORAL HEALTH SYSTEM OF CARE | $125,000 |
| STREETSQUASH | |||||||
| 40 WEST 116TH ST | NEW YORK | NY | 10026 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $2,500 |
| STUDIO INCAMMINATI | |||||||
| 1901 S 9TH STREET | PHILADELPHIA | PA | 19148 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| SUNCOAST HUMANE SOCIETY | |||||||
| 6781 SAN CASA DRIVE | ENGLEWOOD | FL | 34224 | NONE | PUBLIC CHARITY | CAPITAL- NEW CAMPUS | $250,000 |
| TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PUBLIC CHARITY | ANNUAL FUND | $20,000 |
| THE HOPE PROGRAM | |||||||
| 1 SMITH STREET 4TH FLR | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| THE ISLAND SCHOOL | |||||||
| PO BOX 1090 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $10,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH ST STE 700 LINCOLN PLAZA | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | RI LAND TRUST CONSERVATION, STEWARDSHIP AND COMMUNITY ENGAGEMENT PROGRAM | $20,000 |
| TOURO SYNAGOGUE FOUNDATION | |||||||
| 85 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $5,000 |
| TOWN OF PORTSMOUTH RHODE ISLAND | |||||||
| 2200 EAST MAIN ROAD | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | DOG PARK EXPANSION | $18,069 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 210 SOUTH 34TH STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $145,849 |
| UNIVERSITY OF RI FOUNDATION | |||||||
| 79 UPPER COLLEGE RD | KINGSTON | RI | 02881 | NONE | PUBLIC CHARITY | AQUIDNECK ISLAND SHORELINE MONITORING AND STEWARDSHIP, INTERNET ACCESS AND TRAINING | $182,922 |
| UNIVERSITY OF VERMONT | |||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | FILM STUDIES | $25,000 |
| VNS OF NEWPORT & BRISTOL COUNTIES | |||||||
| 1184 EAST MAIN ROAD | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | IMPROVING HEALTH CARE, COVID VACCINE ACCESS | $170,000 |
| WESLEYAN UNIVERSITY | |||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06459 | NONE | PUBLIC CHARITY | FINANCIAL AID, OPERATING-GENERAL | $175,000 |
| WHYY INC | |||||||
| PO BOX 900 | GREENCASTLE | PA | 17225 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $7,500 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 266 WOOD HOLE ROAD | WOOD HOLE | MA | 02543 | NONE | PUBLIC CHARITY | ENGINEERING AND DESIGN- MARINE OPERATIONS CENTER | $600,000 |
| WREXHAM FOUNDATION | |||||||
| 201913 YALE STATION | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PUBLIC CHARITY | ANNUAL FUND | $12,500 |
| ACADEMY OF MUSIC OF PHILADELPHIA | |||||||
| 240 S BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| ARTS GOWANUS | |||||||
| 540 PRESIDENT STREET | BROOKLYN | NY | 11215 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| BEAVERTAIL LIGHTHOUSE MUSEUM ASSOCIATION | |||||||
| PO BOX 834 | JAMESTOWN | RI | 02835 | NONE | PUBLIC CHARITY | MASTER PLANNING | $15,000 |
| BELMONT CHAPEL FOUNDATION | |||||||
| 30 WARNER STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | BELMONT CHAPEL RESTORATION/CAPACITY GRANT | $20,000 |
| COLUMBIA UNIVERSITY | |||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED AND ANNUAL FUND | $17,500 |
| COMMUNITY CLOTHES CHARITY | |||||||
| 1001 ROCK CREEK ROAD | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| COMMUNITY COLLEGE OF RHODE ISLAND FOUNDATION | |||||||
| 1762 OLD LOUISQUISSET PIKE | LINCOLN | RI | 02865 | NONE | PUBLIC CHARITY | ADVANCE DIVERSITY IN RHODE ISLAND'S NURSING WORKFORCE | $48,000 |
| ALLEN-CHASE FOUNDATION-EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK ROAD | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $160,000 |
| ELKHORN MARINE CONSERVANCY | |||||||
| 625 CLINTON SQUARE | ROCHESTER | NY | 14604 | NONE | PUBLIC CHARITY | CORAL RESTORATION PROJECT | $20,000 |
| FARM FRESH RHODE ISLAND | |||||||
| 10 SIMS AVENUE UNIT 103 | PROVIDENCE | RI | 02909 | NONE | PUBLIC CHARITY | CAPACITY BUILDING | $3,500 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 6 EVERETT STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | REPAIR AND REFURBISHMENT OF STAINED GLASS WINDOWS AND SILLS | $50,000 |
| FORT ADAMS TRUST | |||||||
| 90 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| FRIENDS OF ISLAND CEMETERY | |||||||
| 30 WARNER STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| GOWANUS CANAL CONSERVANCY | |||||||
| 248 THIRD STREET | BROOKLYN | NY | 11215 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| GREATER GOOD CHARITIES | |||||||
| 600 UNIVERSITY STREET STE1000 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | GOOD FIX PROGRAM | $50,000 |
| HARBORING HEARTS HOUSING FOUNDATION | |||||||
| 510 FIFTH AVENUE 3RD FLR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| JOHN CLARKE SENIOR LIVING | |||||||
| 600 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | ORGANIZATION DEVELOPMENT | $3,750 |
| JOHN CLARKE RETIREMENT CENTER | |||||||
| 600 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENTS | $173,124 |
| TRUSTEES OF LAWRENCEVILLE SCHOOL | |||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| LOOKING UPWARDS | |||||||
| 438 EAST MAIN ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | PARENTAL SUPPORT PROGRAM "THE INCREDIBLE YEARS" | $13,360 |
| MADISON SQUARE PARK CONSERVANCY | |||||||
| PO BOX 1814 | NEW YORK | NY | 10159 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $10,000 |
| MISSIONWOLF | |||||||
| PO BOX 1211 | WESTCLIFFE | CO | 81252 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 161 WILLIAMS STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| NEWPORT PARTNERSHIPS FOR FAMILIES | |||||||
| 170 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CONEXION LATINA NEWPORT'S HISPANIC COMMUNITY ACCESS CENTER | $41,800 |
| NEWPORT TREE SOCIETY | |||||||
| PO BOX 863 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | TREE CANOPY IMPROVEMENT PROJECT | $50,000 |
| NEWPORT YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 792 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | OPERATING- GENERAL, FACILITY IMPROVEMENTS | $354,450 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $6,500 |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL STREET STE 802 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | MA EARLY CHILDHOOD FUNDERS COLLABORATIVE | $500 |
| PHILLIPS ACADEMY ANDOVER | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PUBLIC CHARITY | PURCHASE STANLEY WHITNEY'S PAINTING AND ANNA WEYANT'S DRAWING AND HUGH HAYDEN WORK | $112,750 |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| REDWOOD LIBRARY AND ATHENAEUM | |||||||
| 50 BELLEVUE AVE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,500 |
| RHODE ISLAND HOSPITAL | |||||||
| 593 EDDY STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | HASBRO- CAPITAL IMPROVEMENTS/SURGICAL AND ONCOLOGY UNITS | $800,000 |
| RHODE ISLAND INFRASTRUCTURE BANK | |||||||
| 235 PROMENADE STREET STE 119 | PROVIDENCE | RI | 02908 | NONE | GOVERNMENTAL UNIT | AQUIDNECK ISLAND MUNICIPAL RESILIENCE PROGRAM | $100,000 |
| RIMPTA FOUNDATION | |||||||
| 513 BROADWAY STE 320 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | YOUTH WORKFORCE DEVELOPMENT | $30,000 |
| RI SLAVE HISTORY MEDALLIONS | |||||||
| 98 KAY STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CAPACITY- PLANNING | $10,000 |
| ROYAL AFRICAN FOUNDATION | |||||||
| 473 12TH AVENUE | SALT LAKE CITY | UT | 84103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| SRBA HISTORIC BUILDING & ENVIRONMENTAL PRESERVATION FOUNDATION | |||||||
| 34 OCEAN AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | RESILIENCY FUND | $75,000 |
| STREET SOCCER USA | |||||||
| 115 EAST 13TH STREET | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| STUDIO MUSEUM IN HARLEM | |||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | OPERATING-GENERAL | $25,000 |
| THE HOUSING AUTHORITY OF THE CITY OF NEWPORT RHODE ISLAND | |||||||
| 120B HILLSIDE AVENUE | NEWPORT | RI | 02840 | NONE | GOVERNMENTAL UNIT | PLANNING FOR FLORENCE GRAY CENTER | $142,050 |
| NATIONAL SAILING HALL OF FAME AND MUSEUM INC | |||||||
| 365 THAMES STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $135,765 |
| TOWN OF PORTSMOUTH- PORTSMOUTH SCHOOL DEPARTMENT | |||||||
| 125 JEPSON LANE | PORTSMOUTH | RI | 02871 | NONE | GOVERNMENTAL UNIT | PORTSMOUTH MIDDLE SCHOOL'S AGINNOVATION FARM | $66,290 |
| TRINITY CHURCH | |||||||
| 1 QUEEN ANNE SQUARE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | OPERATING- GENERAL | $10,000 |
| UNITARIAN UNIVERSALIST ASSOCIATION-CHANNING MEMORIAL CHURCH | |||||||
| 24 FARNWORTH STREET | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | UTILITY AND LANDSCAPING IMPROVEMENTS ENHANCING THE PUBLIC REALM | $150,000 |
| UNITED CONGREGATIONAL CHURCH-LITTLE COMPTON | |||||||
| PO BOX 506 | LITTLE COMPTON | RI | 02837 | NONE | PUBLIC CHARITY | STEEPLE RESTORATION | $35,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,221,995 | 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 | $3,900,998 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,401,409 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,377,321 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,679,728 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,679,728 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAVB 2008 CLAT | ||||||
| 1 | C/O BGAPTS 501 MADISON AVE 17FL | NEW YORK | NY | 10022 | $11,241,494 | Yes (X) |
| VAN BEUREN CLAT A | ||||||
| 2 | C/O BGAPTS 501 MADISON AVE 17FL | NEW YORK | NY | 10022 | $1,641,492 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $56,608 | Amt |
| Net Investment Income | $56,608 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME OBLIGATIONS | BondNm |
| EOY Book Value | $27,060,668 | EOYBookValueAmt |
| EOYFMV | $27,060,668 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $123,171,232 | EOYBookValueAmt |
| EOYFMV | $123,171,232 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN CLAT | AT COST | $1,623,502 | $1,623,502 |
| LIMITED PARTNERSHIPS | AT COST | $217,168,053 | $217,168,053 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,578 | LegalFeesAmt |
| Net Investment Income | $3,052 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,526 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INCOME RECEIVABLE | $107,028 | $83,560 | $83,560 |
| SECURITY DEPOSIT/PREPAID EXP | $12,694 | $12,797 | $12,797 |
| PREPAID EXCISE TAX | $67,218 | $13,686 | $13,686 |
| PREPAID PAYROLL | $11,151 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN BENEFICIAL INTEREST IN CLAT | Desc |
| Amt | $12,873,302 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE OPERATING EXPENSE | $95,013 | $0 | $95,013 |
| FILING FEES | $72 | $48 | $24 |
| INSURANCE | $7,746 | $2,582 | $5,164 |
| NON DEDUCTIBLE EXP THRU PARTNERSHIP | $42,385 | $0 | $0 |
| TRAINING/TUITION | $22,990 | $0 | $22,990 |
| SPECIAL INITIATIVES | $73,441 | $0 | $73,441 |
| CONSULTING | $175,937 | $0 | $175,937 |
| EVALUATION | $59,609 | $0 | $59,609 |
| COMMUNITY EVENTS | $4,500 | $0 | $4,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORD INCOME (LOSS) THRU PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | -$318,059 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$318,059 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$318,059 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN MARKET VALUE OF SECURITIES | $23,026,987 |
| MISC ADJ | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $3,295,443 | Amt |
| Net Investment Income | $3,295,443 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX/UBTI TAX | $296,039 | $0 | $0 |
| PAYROLL TAXES | $42,970 | $0 | $42,970 |
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