RUGGLES FAMILY FOUDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUGGLES FAMILY FOUDATION (EIN 26-6381931)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-02-06
- IRS object ID
- 202510379349100001
- 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
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-06T07:46:33-06:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266381931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUGGLES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BESSEMER TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUGG | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BARRY | PersonNm |
| Person Title | CORP-TRUSTEE | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2025-02-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| 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 | $32,656,151 | 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 | $5,494,273 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $430,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $430,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $779,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,972,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $779,618 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $108,561 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $108,561 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,813,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,318,938 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $86,991 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,988 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,994 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,262 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,262 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $50,202 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $50,202 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,757 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,846 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $210,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,294 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,661,878 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,661,878 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,872,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,694,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,940,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,141,640 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $175,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $697,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $697,974 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,060 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,060 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,060 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $21,039,129 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,244,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,366,325 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,109,508 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,519,578 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,581,851 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,697,211 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,067,214 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,796,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,753,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,656,151 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,796,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,753,834 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,796,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,753,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,796,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,753,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,796,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,940,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,016,626 | OtherIncreasesAmt |
| Subtotal | $29,753,834 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,753,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,901,422 | $2,192,523 | $708,899 | $708,899 |
| PASSTHROUGH ENTITY | P | $33,917 | $33,917 | $33,917 | |
| CAPITAL GAINS DIVIDENDS | P | $36,802 | $36,802 | $36,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $779,618 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,050 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,050 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $175 | EsPenaltyAmt |
| Tax Due | $2,994 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BESSEMER TRUST | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 ROYAL PALM WAY | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BESSEMER TRUST COMPANY OF FLORIDA | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 40.00 | $86,991 | $0 | $0 |
| RUDY L RUGGLES JR CO BTFL | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| LESLIE R RYLEE CO BTFL | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| WHITNEY R SAVIGNANO CO BTFL | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 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 | $28,204,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,238,020 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,442,559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,442,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $441,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,000,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,450,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,450,046 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,869 | TotalTaxAmt |
| Distributable Before Adj | $1,434,177 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,434,177 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,434,177 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,694,172 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,694,172 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,434,177 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,185,089 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,013,508 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $905,815 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $783,249 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $249,543 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,137,204 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,694,172 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,434,177 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,259,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,397,199 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,185,089 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,212,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,013,508 | ExcessFromYear4Amt |
| Excess From Year3 | $905,815 | ExcessFromYear3Amt |
| Excess From Year2 | $783,249 | ExcessFromYear2Amt |
| Excess From Year1 | $249,543 | ExcessFromYear1Amt |
| Excess From Current Year | $1,259,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A BETTER CHANCE (ABC) | ||||||||
| 253 WEST 35TH ST | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| ACT A CONTEMPORARY THEATRE OF CT | ||||||||
| 39 OLD QUARRY RD | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |
| AMERICAN ANTIQUARIAN SOCEITY | ||||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 200 CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| AMERICAN PHYSICAL SOCIETY | ||||||||
| 1 PHYSICS ELLIPSE DR | COLLEGE PARK | MD | 20740 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE SUITE 2 | BOSTON | MA | 02129 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ARMY HISTORICAL FOUNDATION | ||||||||
| 1775 LIBERTY DRIVE SUITE 400 | FORT BELVOIR | VA | 22060 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| BELLISINI ACADEMY | ||||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BEVERLY BOOTSTRAPS | ||||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| BEVERLY HOSPITAL ANNUAL FUND | ||||||||
| 500 CUMMINGS CENTER SUITE 6500 | BEVERLY | MA | 01915 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BLAKE MEMORIAL LIBRARY | ||||||||
| PO BOX D | EAST CORINTH | VT | 05040 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BOOK TRUST | ||||||||
| 191 UNIVERSITY BLVD SUITE 527 | DENVER | CO | 80206 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |
| BOYS AND GIRLS CLUB OF RIDGEFIELD | ||||||||
| 41 GOVENOR STREET | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |
| BOZEMAN DEACONESS FOUNDATION | ||||||||
| 931 HIGHLAND BLVD | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $16,000 | |
| BOZEMAN PUBLIC LIBRARY FOUNDATION | ||||||||
| 626 E MAIN STREET | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | |
| BOZEMAN SUMMIT SCHOOL | ||||||||
| 3001 WEST VILLARD STREET | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| BOZEMAN SYMPHONY ORCHESTRA | ||||||||
| 402 EAST MAIN STREET SUITE 202 | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BULLETIN OF THE ATOMIC SCIENTISTS | ||||||||
| PO BOX 15461 | CHICAGO | IL | 60615 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| CENTER FOR CARBON REMOVAL | ||||||||
| 1140 3RD STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CENTER FOR WOMEN AND ENTERPRISE | ||||||||
| 34 SCHOOL STREET SUITE 700 | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CHARLES RIVER MUSEUM OF INDUSTRY & INNOVATION | ||||||||
| 154 MOODY STREET | WATHAM | MA | 02453 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| CLEAN AIR TASK FORCE | ||||||||
| 114 STATE STREET | BOSTON | MA | 02109 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $22,500 | |
| COMMONWEALTH SHAKESPEARE COMPANY | ||||||||
| 101 ARCH STREET 8TH FL | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| DANBURY HOSPITAL & NEW MILFORD FOUNDATION | ||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $300,000 | |
| DIGNITY MATTERS | ||||||||
| PO BOX 72 | WAYLAND | MA | 01778 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| DREAMYARD PROJECT | ||||||||
| 1085 WASHINGTON AVENUE GROUND FL | BRONX | NY | 10456 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |
| EAGLE MOUNT | ||||||||
| 3901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| ESPERANZA ACADEMY | ||||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| FOOD LINK INC | ||||||||
| 175 BRATTLE STREET | ARLINGTON | MA | 02476 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |
| FOUNDATIONS FOR GLACIER AND ENVIRONMENTAL RESEARCH | ||||||||
| 4616 25TH AVE NE SUITE 302 | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FOUNDERS HALL | ||||||||
| 193 DANBURY ROAD | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $120,000 | |
| FRIENDS OF THE GALLATIN NATIONAL | ||||||||
| P O BOX 6799 | BOZEMAN | MT | 59771 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| FRONTLINE JOURNALISM FUND | ||||||||
| WGBH ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| GALLATIN VALLEY PHEASANTS FOREVER | ||||||||
| P O BOX 4220 | BOZEMAN | MT | 59772 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 20073 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $75,000 | |
| GIRLS INC | ||||||||
| 50 HIGH STREET | LYNN | MA | 01902 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| GRACE CHURCH SCHOOL | ||||||||
| 86 FOURTH AVENUE | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 S BAY | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| GVSHP | ||||||||
| 232 EAST 11TH STREET | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| HUDSON GUILD | ||||||||
| 441 W 26TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| J CRAIG VENTER INSTITUTE | ||||||||
| 9704 MEDICAL CENTER DRIVE | ROCKVILLE | MD | 20850 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |
| KIDS IN CRISIS | ||||||||
| ONE SLEM STREET | COS COBB | CT | 06807 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| LAND'S SAKE FARM | ||||||||
| 27 CRESCENT STREET | EWESTON | MA | 02493 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| LOON PRESERVATION COMMITTEE | ||||||||
| P O BOX 604 | MOULTONBOROUGH | NH | 03254 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| LOVELANE SPECIAL NEEDS PROGRAM INC | ||||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC | ||||||||
| 19 NEEDHAM STREET | NEWTON | MA | 02461 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 100 CAMBRIDGE STREET SUITE 1310 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | |
| MULTI-SERVICE EATING DISORDERS | ||||||||
| 288 WALNUT STREET | NWTON | MA | 02460 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $33,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| NORTHSHORE COUNTRY DAY | ||||||||
| 310 GREEN BAY ROAD | WINNETKA | IL | 600934094 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 6633 CLARK ST | EVANSTON | IL | 60208 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,994 | |
| NPR | ||||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| ORGANIZATION FOR TROPICAL STUDIES | ||||||||
| 410 SWIFT AVENUE | DURHAM | NC | 27705 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| OWL RESEARCH INSTITUTE | ||||||||
| P O BOX 39 | CHARLO | MT | 59824 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| PBS | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| PLUMMER YOUTH PROMISE | ||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 1 SCIENCE PARK | ORUBCETIB | NJ | 08544 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| PROSPECTOR THEATER | ||||||||
| 25 PROSPECT STREET | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| PROTECT OUR WINTERS | ||||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| REGIONAL HOSPICE | ||||||||
| 30 MILESTONE ROAD | DANBURY | CT | 068105114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| RIDGEFIELD LIBRARY | ||||||||
| 472 MAIN STREET | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| RIDGEFIELD PLAYHOUSE | ||||||||
| 80 EAST RIDGE | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| RIDGEFIELD VISTING NURSES ASSOCIATION | ||||||||
| 27 GOVERNOR STREET | RIDGEFIELD | CT | 06877 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| ROOT | ||||||||
| 35 CONGRESS STREET | SALEM | MA | 01970 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| SAWUBONA INC | ||||||||
| 510 BARNUM AVE 3102 | BRIDGEPORT | CT | 06608 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SCARBOROUGH LAND TRUST | ||||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| SHE'S THE FIRST | ||||||||
| 590 AVENUE OF THE AMERICAS 8TH | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | FLOOR |
| SIGMA XI THE SCIENTIFIC | ||||||||
| 3200 CHAPEL HILL NELSON HIGHWAY | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| SILVER HILL HOSPITAL FAMILY | ||||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SOCIETY FOR SCIENCE | ||||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | |
| SQUAM LAKES ASSOCIATION | ||||||||
| 534 US ROUTE 3 | HOLDERNESS | NH | 03245 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| SQUAM LAKES NATURAL SCIENCE CENTER | ||||||||
| P O BOX 173 | HOLDERNESS | NH | 03245 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| ST PAUL'S SCHOOL | ||||||||
| 324 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,984 | |
| ST PETER'S CHURCH | ||||||||
| 320 BOSTON POST ROAD | WESTON | MA | 02493 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| STOREFRONT ACADEMY HARLEM | ||||||||
| 70 EAST 129TH STREET | NEW YORK | NY | 10035 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | ||||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE CHARLIE FUND | ||||||||
| 8033 SUNSET BLVD 881 | LOS ANGELES | CA | 90046 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| THE EXPLORERS CLUB | ||||||||
| 46 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| THE GO PROJECT | ||||||||
| 50 COOPER SQUARE 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| THE GROLIER CLUB | ||||||||
| 47 E 60TH ST | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THE HOME FOR THE LITTLE WANDERERS | ||||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE HORD FOUNDATION | ||||||||
| P O BOX | DANBURY | CT | 06813 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |
| THE HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE JOEY FUND | ||||||||
| 55 CAMBRIDGE PARKWAY | CAMBRIDGE | MA | 02141 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| THE MENTOR GROUP | ||||||||
| 160 COMMONWEALTH | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |
| THE MORGAN LIBRARY & MUSEUM | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $53,800 | |
| THE NEW SCHOOL | ||||||||
| 66 WEST 12TH ST | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| THE NEWBERRY LIBRARY | ||||||||
| 60 WEST WALTON STREET | CHICAGO | IL | 60610 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| THE SEEING EYE INC | ||||||||
| P O BOX 375 | MORRISTOWN | NJ | 07963 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THE WINSOR SCHOOL | ||||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| TROUT UNLIMITED | ||||||||
| 1777 NORTH KENT STREET | ARLINGTON | VA | 22209 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $14,000 | |
| TYLER G FOUNDATION | ||||||||
| 157 TRADD STREET | CHARLESTON | SC | 29401 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| UNIVERSITY OF RICHMOND | ||||||||
| 110 UR DRIVE | RICHMOND | VA | 23173 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $75,000 | |
| WASHINGTON SQUARE PARK CONSERVANCY | ||||||||
| PO BOX 1624 | NEW YORK | NY | 10276 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| WATCH CDC | ||||||||
| 24 CRESCENT STREET | WALTHAM | MA | 02453 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| WATERSHED SCHOOL | ||||||||
| 5405 SPINE ROAD | BOULDER | CO | 80301 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVENUE THIRD FLOOR | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |
| WOODWELL CLIMATE RESEARCH CENTER | ||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,661,878 | 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 | $430,759 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $108,561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $779,618 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,318,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,318,938 | 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 |
|---|---|---|---|---|---|---|
| CLAT B ART V RUTH C RUGGLES TR | ||||||
| 1 | C/O BESSEMER TR COMPANY OF FLORIDA | STUART | FL | 34996 | $2,922,143 | Yes (X) |
| CLAT C ART V RUTH C RUGGLES TR | ||||||
| 2 | C/O BESSEMER TR COMPANY OF FLORIDA | STUART | FL | 34996 | $2,572,130 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 457,910.701 OW FIXED INCOME FUND | BondNm |
| EOY Book Value | $5,109,508 | EOYBookValueAmt |
| EOYFMV | $4,519,578 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 56,767.188 OW CREDIT INCOME FUND | $571,214 | $441,081 |
| 2093.000 ALPHABET INC CLASS C | $124,852 | $344,591 |
| 557.000 META PLATFORMS INC | $144,298 | $239,604 |
| 841.000 TAKE-2 INTERACTIVE | $111,493 | $120,103 |
| 1,932.000 AMAZON.COM INC | $212,171 | $338,100 |
| 50.000 AUTOZONE INC | $137,906 | $147,820 |
| 619.000 BATH & BODY WORKS INC | $27,965 | $28,114 |
| 554.000 HILTON WORLDWIDE HOLDINGS | $73,587 | $109,293 |
| 375.000 LOWES COS INC | $80,970 | $85,496 |
| 61.000 MERCADOLIBRE INC | $80,986 | $88,980 |
| 112.000 COSTCO WHSL CORP NEW | $55,689 | $80,964 |
| 2,090.000 WALMART INC | $106,111 | $124,041 |
| 2,9630.000 SCHLUMBERGER LTD | $161,918 | $140,683 |
| 1,071.000 CONOCOPHILLIPS | $74,562 | $134,539 |
| 1,346.000 BROOKFIELD CORPORATION | $55,297 | $54,001 |
| 4,510.000 BANK OF AMERICA CORP | $148,776 | $166,915 |
| 535.000 BLACKSTONE INC | $42,837 | $62,386 |
| 876.000 FISERV INC | $137,257 | $133,738 |
| 1,162.000 INTERCONTINENTAL EXCHG INC | $127,321 | $149,619 |
| 945.000 JPMORGAN CHASE & CO | $145,165 | $181,194 |
| 253.000 S&P GLOBAL INC. | $93,738 | $105,204 |
| 1,070.000 VISA INC | $238,747 | $287,412 |
| 659.000 CENCORA INC | $112,976 | $157,533 |
| 409.000 DANAHER CORP | $89,452 | $100,867 |
| 380.000 HEALTH CARE SELECT SPDR | $51,975 | $53,325 |
| 514.000 IQVIA HOLDINGS INC | $108,855 | $119,129 |
| 144.000 MCKESSON CORP | $76,130 | $77,358 |
| 212.000 THERMO FISHER SCIENTIFIC | $114,622 | $120,568 |
| 445.000 UNITEDHEALTH GROUP INC | $207,559 | $215,246 |
| 337.000 EATON CORP PLC | $62,549 | $107,253 |
| 186.000 BUILDERS FIRSTSOURCE INC | $37,216 | $34,004 |
| 1,971.000 COPART INC | $64,184 | $107,045 |
| 1,386.000 HOWMET AEROSPACE INC | $61,933 | $92,515 |
| 197.000 NORTHROP GRUMMAN CORP | $91,232 | $95,550 |
| 183.000 OLD DOMINION FREIGHT | $39,833 | $33,252 |
| 1913.000 TRANSUNION | $135,504 | $139,649 |
| 146.00 NXP SEMICONDUCTORS NV | $36,740 | $37,403 |
| 2072.000 APPLE INC | $284,931 | $352,923 |
| 577.00 FORTINET INC | $35,849 | $36,454 |
| 318.000 GARTNER INC CL A | $124,866 | $131,203 |
| 1,541.000 MARVELL TECHNOLOGY INC | $77,461 | $101,567 |
| 1,409.000 MICROSOFT CORP | $439,047 | $548,565 |
| 373.000 MOTOROLA SOLUTIONS INC | $104,759 | $126,502 |
| 379.000 NVIDIA CORP | $126,425 | $327,463 |
| 818.000 ORACLE CORP | $72,979 | $93,047 |
| 87.000 SERVICENOW INC | $36,206 | $60,319 |
| 947.000 CRH PLC | $68,523 | $73,316 |
| 293.000 SHERWIN-WILLIAMS CO | $70,032 | $87,785 |
| 1,009.000 PROLOGIS INC | $138,218 | $102,968 |
| 1,184.000 AMEREN CORP | $101,935 | $87,462 |
| 1,226.000 NEXTERA ENERGY INC | $93,453 | $82,105 |
| 94.000 LVMH MOET HENNESSY VUITTON | $77,375 | $78,020 |
| 2,655.000 ALIMENTATION COUCHE-TARD I | $136,048 | $147,354 |
| 1,268.000 CANADIAN PACIFIC KANSAS CI | $101,628 | $99,613 |
| 1,541.000 ASHTEAD GROUP | $97,907 | $112,734 |
| 23.000 CONSTELLATION SOFTWARE | $58,491 | $59,296 |
| 152.000 ASML HOLDING | $99,317 | $135,658 |
| 1,862.000 ISHARES CHINA LRGE-CAP ETF | $60,935 | $47,462 |
| 551,346.311 OW LARGE CAP STRATEGIES FD | $8,316,446 | $10,150,285 |
| 508.000 LIVE NATION ENTERTMNT INC | $45,419 | $45,166 |
| 1,090.000 DOLLARAMA INC | $62,745 | $91,052 |
| 427.000 EXPEDIA GROUP INC | $62,176 | $57,487 |
| 107.000 POOL CORP | $40,870 | $38,790 |
| 153.000 ULTA BEAUTY INC | $71,780 | $61,940 |
| 1,070.000 BJ'S WHOLESALE CLUB HOLDIN | $73,038 | $79,907 |
| 1,644.000 US FOODS HOLDING CORP | $67,469 | $82,611 |
| 1,108.000 CHAMPIONX CORP | $34,060 | $37,195 |
| 1,060.000 NASDAQ INC. | $55,445 | $63,441 |
| 904.000 RYAN SPECIALTY HOLDNGS INC | $42,717 | $44,603 |
| 699.000 TRADEWEB MARKETS INC | $61,195 | $71,095 |
| 263.000 WEX INC | $47,856 | $55,561 |
| 345.000 STERIS PLC | $68,553 | $70,573 |
| 2,665.000 AVANTOR INC | $66,881 | $64,572 |
| 729.000 COOPER COS INC/THE | $64,479 | $64,924 |
| 170.000 MEDPACE HOLDINGS | $56,367 | $66,019 |
| 134.000 TELEFLEX INC | $36,762 | $27,972 |
| 429.000 BOOZ ALLEN HAMILTON HLDGS | $54,888 | $63,350 |
| 313.000 BWX TECHNOLOGIES INC | $29,189 | $29,976 |
| 185.000 CARLISLE COS | $52,988 | $71,826 |
| 413.000 CLEAN HARBORS INC | $69,630 | $78,242 |
| 904.000 CORE & MAIN INC | $43,433 | $51,048 |
| 292.000 EQUIFAX INC | $57,723 | $64,295 |
| 131.000 LINCOLN ELEC HLDG | $26,468 | $28,758 |
| 134.000 SAIA INC COM | $53,651 | $53,175 |
| 1,580.000 WILLSCOT MOBILE MINI HOLDI | $74,689 | $58,396 |
| 356.000 NICE LTD ADR | $75,349 | $79,569 |
| 79.000 ASM INTERNATIONAL NV | $37,473 | $50,396 |
| 296.000 CDW CORP/DE | $55,391 | $71,590 |
| 417.000 KEYSIGHT TECHNOLOGIES INC | $65,010 | $61,690 |
| 209.000 MANHATTAN ASSOCIATES INC | $46,635 | $43,066 |
| 136.000 SBA COMMUNICATIONS CORP | $29,159 | $25,312 |
| 202,741.443 OW SMALL & MIDCAP STRAT FD | $3,378,966 | $3,118,163 |
| 12,233.642 OW ALL CAP CORE FD | $169,176 | $297,889 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CTF HEDGE FUND | Desc |
| BOY Book Value | $3,581,851 | BOYBookValueAmt |
| EOY Book Value | $3,697,211 | EOYBookValueAmt |
| EOYFMV | $4,067,214 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | DescDesc |
|---|---|---|
| $0 | $0 | |
| $108,561 | $108,561 | BTC CTF HEDGE FUND |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJ DUE TO IN KIND DISTRIBUTIONS | Desc |
| Amt | $1,016,626 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PARTNERSHIP EXPENSES | CategoryTxt |
| Amt | $67,262 | Amt |
| Net Investment Income | $67,262 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,757 | Amt |
| Net Investment Income | $1,846 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |