VAN BEUREN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- VAN BEUREN CHARITABLE FOUNDATION INC (EIN 22-2773769)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349104813
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- 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 | 2021-11-15T12:43:51-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | STEPHEN L GLASCOCK | PersonNm |
| Person Title | TREASURER/VP | PersonTitleTxt |
| Phone | 2123192700 | PhoneNum |
| Signature | 2021-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | GLASCOCK | 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 | 2020 | 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 | $341,117,954 | 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 | $11,009,403 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,943,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,866,270 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,053,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,802,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,053,937 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$410,257 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$410,257 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,596,277 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,509,950 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $346,005 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $346,005 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $177,889 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $177,889 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $177,014 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $177,014 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,355 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,534 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,821 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,727 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $49,727 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,287,987 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,287,987 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $272,704 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $272,704 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $221,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $33,519 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $85,380 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $85,380 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $101,560 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $101,560 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,693 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,693 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320,434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,040 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $266,826 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,048,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,701,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,108,327 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,803,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,803,085 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,851,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,701,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,911,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,744,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,808,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $4,157,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,016,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,016,499 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $110,999,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $120,258,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $120,258,409 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,514,128 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,054,781 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,054,781 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $159,763,391 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $194,465,918 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $194,465,918 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,299,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $174,846 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,209,637 | LandBOYAmt |
| Land EOY | $1,124,256 | LandEOYAmt |
| Land EOYFMV | $1,124,256 | LandEOYFMVAmt |
| Other Assets BOY | $253,287 | OtherAssetsBOYAmt |
| Other Assets EOY | $198,091 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $198,091 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $287,897,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $341,117,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $341,117,954 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $84,315 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $75,896 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $84,315 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75,896 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $262,613,000 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $326,545,254 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $25,200,242 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $14,496,804 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $287,813,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $341,042,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $287,897,557 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $341,117,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $287,813,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,744,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,187,923 | OtherIncreasesAmt |
| Subtotal | $351,745,499 | SubtotalAmt |
| Other Decreases | $10,703,441 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $341,042,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| THRU PARTNERSHIPS | P | 2020-01-01 | 2020-06-15 | $1,613,101 | -$1,613,101 | -$1,613,101 | |
| THRU PARTNERSHIPS | P | 2018-01-01 | 2020-06-15 | $4,761,835 | $4,761,835 | $4,761,835 | |
| REALIZED GAINS & LOSSES | P | 2020-01-01 | 2020-06-15 | $135,021 | -$135,021 | -$135,021 | |
| REALIZED GAINS & LOSSES | P | 2018-01-01 | 2020-06-15 | $8,985,880 | $8,985,880 | $8,985,880 | |
| SEC LIT/WASH SALES/ADJUSTMENTS | P | 2018-01-01 | 2020-06-15 | $54,344 | $54,344 | $54,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,053,937 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $178,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $178,039 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $178,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $203,532 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $303,532 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $125,493 | OverpaymentAmt |
| Applied To ES Tax | $125,493 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| ANDREA VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | VICE CHAIRMAN | 0.00 | $0 | $0 | $0 |
| STEPHEN L GLASCOCK | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | TREASURER | 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 | BOARD MEMBER | 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 | SECRETARY | 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 | $260,845 | $64,267 | $0 |
| KIM L DAME | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | ASSISTANT SECRETARY | 40.00 | $85,160 | $39,752 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BRENDLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O VAN BEUREN CHARITABLE FDN | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028403283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | NONE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $133,500 | CompensationAmt |
| Employee Benefits | $48,053 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| 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 AND PEER LEARNING, LEADERSHIP LECTURE SERIES. | Description1Txt |
| Expenses1 | $96,321 | 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 | $3,584 | Expenses2Amt |
| Description3 | COVID RELATED ADAPTATION/RESEARCH SPECIAL PROJECT - LEADERSHIP/GRANTEE STAFF WORKSHOPS, WELLNESS PROGRAM AND DATA & RESEARCH | Description3Txt |
| Expenses3 | $35,846 | 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 | $262,043,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,246,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,247,627 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $274,537,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $274,537,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,118,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $270,419,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,520,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,520,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $178,039 | TotalTaxAmt |
| Distributable Before Adj | $13,342,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,342,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,342,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,911,412 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,911,412 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,911,412 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,342,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,286,680 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,911,412 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,286,680 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,624,732 | 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 | $7,718,204 | 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) |
|---|---|---|
| Contributing Manager | HOPE HILL VAN BEUREN | ContributingManagerNm |
| Contributing Manager | BARBARA VAN BEUREN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 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 | PHASE V: RESTORATION | $5,000 |
| ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER ROAD | CONSHOCHOCKEN | PA | 19428 | NONE | PUBLIC CHARITY | ANNUAL FUND AND GENERAL SUPPORT | $30,000 |
| ALLEN-CHASE FOUNDATION | |||||||
| PO BOX 7646 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | ANNUAL FUND | $40,000 |
| AQUIDNECK ISLAND PLANNING COMMISSION | |||||||
| 55 JOHN CLARKE ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | CAPACITY GRANT | $6,422 |
| AQUIDNECK LAND TRUST | |||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 |
| AQUIDNECK LAND TRUST | |||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | STRIKE FUND | $305,000 |
| ART 21 INC | |||||||
| 231 WEST 29TH | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| ATLANTIC THEATRE COMPANY | |||||||
| 336 W 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $75,000 |
| ATLANTIC THEATRE COMPANY | |||||||
| 336 W 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED | $55,000 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | 2020 EXHIBITION FUND | $30,000 |
| BIKE NEWPORT | |||||||
| 62 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $45,000 |
| 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 | $50,000 |
| BOCA GRANDE WOMANS CLUB | |||||||
| PO BOX 65 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | EMERGENCY RELIEF FUND | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 14777 | EAST PROVIDENCE | RI | 02914 | NONE | PUBLIC CHARITY | ANNUAL FUND | $3,000 |
| BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY | |||||||
| 95 CHURCH STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | NEWPORT WORKING CITIES PROJECT/2020 FACILITY PLAN | $203,000 |
| BRANDYWINE CONSERVANCY | |||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| BROOKLYN RAIL INC | |||||||
| 253 36TH ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC CHARITY | ANNUAL FUND | $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 | ANNUAL FUND | $2,500 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| CHILD AND FAMILY SERVICES OF NEWPORT | |||||||
| 31 JOHN CLARKE ROAD | MIDDLETOWN | NY | 02842 | NONE | PUBLIC CHARITY | HOME BASED SENIOR BEHAVORIAL HEALTH COUNSELING | $56,975 |
| CODAC INC | |||||||
| 93 THAMES ST | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | COVID-RAPID RESPONSE/UNRESTRICTED | $10,000 |
| COLLEGE UNBOUND | |||||||
| 325 PUBLIC ST | PRIVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | AQUIDNECK ISLAND COHORT BA COMPLETION | $85,500 |
| CORNELL UNIVERSITY | |||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | PSYCHIATRY FOR CLINICAL AND/OR RESEARCH INITIATIVE | $35,000 |
| 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 | $10,000 |
| EAST BAY COMMUNITY ACTION PROGRAM | |||||||
| 19 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | MIDDLETOWN CHILD OPPORTUNITY ZONE- BEYOND THE BELL/ UNRESTRICTED | $187,386 |
| FABNEWPORT | |||||||
| 1 YORK STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | NEWPORT EXPERIENCE/CAPACITY GRANT | $41,000 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PUBLIC CHARITY | ANNUAL FUND | $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 | ANNUAL FUND | $2,500 |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | |||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PUBLIC CHARITY | UNRESTRICTED | $9,010 |
| 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 | MERCABO COVE PROJECT | $10,000 |
| GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND | |||||||
| 500 GREENWICH AVENUE | WARWICK | RI | 02886 | NONE | PUBLIC CHARITY | CAPACITY GRANT | $10,000 |
| GLADNEY CENTER FOR ADOPTION | |||||||
| 6300 JOHN RYAN DRIVE | FORT WORTH | TX | 76132 | NONE | PUBLIC CHARITY | GLADNEY FUND | $5,000 |
| 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 | GENERAL OPERATIONS | $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 | ANNUAL FUND | $5,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WHILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| INTERNATIONAL YACHT RESTORATION SCHOOL | |||||||
| 449 THAMES ST SUITE 111 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | SCHOLARSHIPS AND THE ANNUAL FUND | $460,000 |
| JAMESTOWN ART CENTER | |||||||
| 18 VALLEY STREET | JAMESTOWN | RI | 02835 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| LUCY'S HEARTH | |||||||
| 913 WEST MAIN ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $105,174 |
| MARTIN LUTHER KING COMMUNITY CENTER INC | |||||||
| 20 DR MARCUS F WHEATLAND BLVD | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $106,345 |
| MEALS ON WHEELS OF RI INC | |||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | THE HOME DELIVERED PROGRAM IN NEWPORT COUNTY | $76,582 |
| MILL REEF FUND | |||||||
| C/O JP MORGAN | DETROIT | MI | 48278 | NONE | PUBLIC CHARITY | CLAY STUDIO AND GENERAL FUND | $27,500 |
| NAVAL WAR COLLEGE FOUNDATION | |||||||
| 686 CUSHING ROAD | NEWPORT | RI | 02841 | NONE | PUBLIC CHARITY | UNRESTRICTED & NAVAL WAR COLLEGE ARTIC STUDIES PROGRAM | $180,000 |
| NEW YORK HARBOR FOUNDATION | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | BILLION OYSTER PROJECT | $10,000 |
| NEW YORK LANDMARKS CONSERVANCY | |||||||
| ONE WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER | |||||||
| 127 JOHNNY CAKE HILL ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | COVID/UNRESTRICTED AND ACCESS TO CARE PROGRAM | $264,756 |
| NEWPORT COUNTY WOMEN'S RESOURCE CENTER | |||||||
| 114 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | VICTIMS OF DOMESTIC VIOLENCE, COMMUNITY ENGAGMENT, ORGANIZATIONAL DEV | $160,000 |
| NEWPORT FESTIVALS FOUNDATION | |||||||
| 150 EAST 69TH STREET 27K | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | UNRESTRICTED,EXTERIOR REPAIR AND MUSICIAN RELIEF FUND | $306,920 |
| NEWPORT FILM INC | |||||||
| 174 BELLEVUE AVE SUITE 314 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND, SECOND DECADE FUND AND NEWPORT FILM APP | $112,000 |
| NEWPORT HISTORICAL SOCIETY | |||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | SUPPORT THE NEWPORT SHOW AND CAPACITY GRANT | $15,500 |
| NEWPORT HOSPITAL FOUNDATION | |||||||
| 11 FRIENDSHIP STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | COVID PANDEMIC AND ANNUAL FUND | $398,800 |
| NEWPORT PARTNERSHIPS FOR FAMILIES | |||||||
| 31 JOHN CLARKE ROAD | NEWPORT | RI | 02842 | NONE | PUBLIC CHARITY | READING REAPS REWARDS AND GENERAL OPERATIONS | $54,120 |
| NEWPORT PUBLIC LIBRARY | |||||||
| 300 SPRING STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| NEWPORT PUBLIC SCHOOLS | |||||||
| 109 OLD FORT ROAD | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CAPITAL PROJECTS READINESS AND DISTANCE LEARNING NEEDS | $63,500 |
| NEWPORT RESTORATION FOUNDATION | |||||||
| 51 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | DORIS DUKE HISTORIC PRESERVATION AWARDS | $2,500 |
| NEWPORT TREE CONSERVANCY | |||||||
| 29 FRANKLIN STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | MUNICIPAL TREE PLANTING PROGRAM | $62,840 |
| NEWPORT YMCA | |||||||
| 792 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | RHODY SQUASH PROGRAM | $10,000 |
| NORMAN BIRD SANCTUARY TRUST | |||||||
| 583 THIRD BEACH ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| NY PRESBYTERIAN HOSPITAL | |||||||
| 850 THIRD AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVE | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | SAILORS FOR THE SEA | $10,000 |
| PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 350 E ERIE AVENUE | PHILADELPHIA | PA | 19134 | NONE | PUBLIC CHARITY | ANNUAL FUND AND UNRESTRICTED | $70,000 |
| PEAK GRANTMAKING INC | |||||||
| 1666 K ST NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | UNRESTRICTEDUNRESTRICTED OPERATING SUPPORT | $1,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20 ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| POMFRET SCHOOL | |||||||
| 398 POMFRET STREET | POMFRET | CT | 06258 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | |||||||
| 424 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND, UNRESTRICTED AND PROJECT RELAUNCH | $290,000 |
| PRESERVE RHODE ISLAND | |||||||
| 957 NORTH MAIN ST | PROVIDENCE | RI | 02904 | NONE | PUBLIC CHARITY | SCENIC THIRD BEACH PROJECT | $1,100,000 |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| PUPPIES BEHIND BARS | |||||||
| 10 EAST 40TH STREET 19TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,000 |
| REACH OUT AND READ RHODE ISLAND | |||||||
| 1 RICHMOND SQ STE 158E | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | PARTNERING WITH AQUIDNECK ISLAND PEDIATRICIANS TO PREPARE CHILDREN FOR SUCCESS | $6,000 |
| RHODE ISLAND ARTS FOUNDATION AT NEWPORT | |||||||
| 26 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | CAPACITY GRANT | $15,000 |
| RHODE ISLAND COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | COVID & HUNGER RELIEF DURING COVID | $155,000 |
| RHODE ISLAND KIDS COUNT | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | IMPROVE THE WELL BEING OF RHODE ISLAND & NEWPORT COUNTY'S CHILDREN | $45,000 |
| RHODE ISLAND PUBLIC RADIO | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| ROBERT POTTER LEAGUE FOR ANIMALS INC | |||||||
| 87 OLIPHANT LANE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | UNRESTRICTED & GENERAL OPERATIONS | $115,000 |
| ROYAL PALM PLAYERS | |||||||
| PO BOX 954 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | COMMUNITY THEATER | $3,500 |
| SAIL NEWPORT | |||||||
| 60 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CAPACITY GRANT | $10,000 |
| SAIL TO PREVAIL | |||||||
| 86 THAMES STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ADAPTIVE SAILING PROGRAM | $25,000 |
| SAVE THE BAY INC | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | ACTION & IMPACT FOR NEWPORT COUNTY AND NARRAGANSETT BAY TECT NARRAGANSETT & 50TH ANNIVERSARY CAMPAIGN | $160,000 |
| SOCIAL ENTERPRISE GREENHOUSE | |||||||
| 10 DAVOI SQUARE | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | BUILDING A MORE INCLUSIVE INNOVATION ECONOMY- NEWPORT COUNTY | $76,300 |
| SPENCE SCHOOL | |||||||
| 22 EAST 91ST STREET | NEW YORK | NY | 10130 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| ST MICHAELS COUNTRY DAY SCHOOL | |||||||
| 180 RHODE ISLAND AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED AND SCHOLARSHIPS | $95,000 |
| ST ANDREWS EPISCOPAL CHURCH | |||||||
| PO BOX 272 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,000 |
| ST BERNARD'S SCHOOL | |||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL | |||||||
| 55 VAUCLUSE AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | ANNUAL FUND & PRESERVATION OF THE CHAPEL | $66,200 |
| ST GEORGE'S SCHOOL | |||||||
| PO BOX 1910 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | OPERATING - GENERAL | $10,000 |
| STAR KIDS SCHOLARSHIP PROGRAM | |||||||
| PO BOX 6214 | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $33,150 |
| STREETSQUASH | |||||||
| 40 WEST 116TH ST | NEW YORK | NY | 10026 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| STUDIO INCAMMINATI | |||||||
| 340 N 12TH STREET STE 400 | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| SUNCOAST HUMANE SOCIETY | |||||||
| 6781 SAN CASA DRIVE | ENGLEWOOD | FL | 34224 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PUBLIC CHARITY | ANNUAL FUND | $20,000 |
| THE ISLAND SCHOOL | |||||||
| PO BOX 1090 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | ANNUAL FUND | $25,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH ST STE 700 LINCOLN PLAZA | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | FOOD DELIVERY SUPPORT & RHODE ISLAND'S LAND TRUST'S CONSERVATION, STEWARDSHIP & COMMUNITY ENGAGEMENT | $36,447 |
| TRUSTEES OF COLUMBIA | |||||||
| 403 AVERY HALL | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | RESEARCH FELLOWSHIP, REAL ESTATE DEVELOPMENT AND SUPPORT BUSINESS FUND | $337,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 210 SOUTH 34TH STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | ANNUAL FUND, FELLOWSHIP FUND AT THE WEITZMAN SCHOOL AND PENNDESIGN STUDIO PARTNERSHIP | $135,274 |
| UNIVERSITY OF VERMONT | |||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | SUSTAINABLE INNOVATION | $10,000 |
| VNS OF NEWPORT & BRISTOL COUNTIES | |||||||
| 1184 EAST MAIN ROAD | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | UNRESTRICTED AND IMPROVING RESPONSE TO COVID-19 TO MITIGATE CURRENT & FUTURE IMPACTS | $94,600 |
| WESLEYAN UNIVERSITY | |||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06459 | NONE | PUBLIC CHARITY | FILM CENTER CAPITAL CAMPAIGN AND ANNUAL FUND | $130,000 |
| WORLD BICYCLE RELIEF | |||||||
| 1000 WEST FULTON MARKET | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| WREXHAM FOUNDATION | |||||||
| 201913 YALE STATION | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | ANNUAL FUND | $15,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PUBLIC CHARITY | UNRESTRICTED & GENERAL ENDOWMENT SUPPORT | $82,500 |
| JAMES L MAHER CENTER- RETURN OF UNSPENT FUNDS | |||||||
| 906 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | RETURN OF UNSPENT FUNDS | -$501 |
| JAMESTOWN PHILOMENIAN LIBRARY FOUNDATION | |||||||
| 26 NORTH ROAD | JAMESTOWN | RI | 02835 | NONE | PUBLIC CHARITY | RENOVATION | $250,000 |
| MASS DESGIN GROUP | |||||||
| 334 BOYLSTON ST UNIT 400 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | PURPOSE BUILT TOOLKIT EXPANSION | $50,000 |
| MIDDLETOWN PUBLIC SCHOOLS | |||||||
| 26 OLIPHANT LANE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| NEWPORT ART MUSEUM | |||||||
| 76 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| NEWPORT COUNTY DEVELOPMENT COUNCIL | |||||||
| 513 BROADWAY STE 218 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CONNECT GREATER NEWPORT PROJECT FOR BUSINESS RETENTION AND RESTORE GREATER NEWPORT TASK FORCE | $329,200 |
| NEWPORT MIDDLE PASSAGE & PORT MAKER PROJECT | |||||||
| PO BOX 4706 | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | LIBERTY SQUARE PROJECT COMMUNITY OUTREACH | $15,000 |
| PHILADELPHIA ORCHESTRA ASSOCIATION | |||||||
| 1 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| RHODE ISLAND COMMUNITY FOUNDATION | |||||||
| 1 UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | COVID-19 RESPONSE FUND AND INCREASED CENSUS 2020 PARTICIPATION | $210,000 |
| SALVE REGINA UNIVERSITY | |||||||
| 100 OCHRE POINT AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CAMPUS READINESS PLANNING- COVID RAPID RESPONSE | $200,000 |
| SCIENCE & MATH INVESTIGATIVE LEARNING EXPERIENCE | |||||||
| 18 GLADYS VALLEY CENTER | CORVALLIS | OR | 97331 | NONE | PUBLIC CHARITY | NEWPORT SMILE PROGRAM | $9,500 |
| STCLARE HOME | |||||||
| 309 SPRING STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | COVID RAPID RESPONSE/UNRESTRICTED | $10,000 |
| ST COLUMBA CHAPEL HISTORIC PRESERVATION | |||||||
| 55 VAUCLUSE AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | UNRESTRICTED AND MASTER PLAN ASSESSMENT | $36,825 |
| STRATEGIC PREVENTION PARTNERSHIPS | |||||||
| 73 JOHN DYER ROAD | COMPTON | RI | 02837 | NONE | PUBLIC CHARITY | NO WRONG DOOR SYSTEM OF CARE | $125,000 |
| TEAK FELLOWSHIP | |||||||
| 16 WEST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE HOPE PROGRAM | |||||||
| 1 SMITH STREET 4TH FLR | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD STREET NW STE 450 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| THE LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE NEW YORK CITY ENVIRONMENTAL JUSTICE ASSOC | |||||||
| 115 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE OLANA PARTNERSHIP | |||||||
| 5720 NY-9G | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| THE TRUSTEES OF THE LAWRENCEVILLE SCHOOL | |||||||
| 2500 MAIN STREET | LAWRENCE TOWNSHIP | NJ | 08648 | NONE | PUBLIC CHARITY | LAWRENCEVILLE FUND CHALLENGE FOR EQUITY & INCLUSION | $5,000 |
| TIVERTON SCHOOL DEPARTMENT | |||||||
| 100 NORTH BRAYTON RD REAR | TIVERTON | RI | 02878 | NONE | PUBLIC CHARITY | POSITIVE, ENGAGED & PREPARED YOUTH OF TIVERTON PROGRAM | $28,120 |
| TOURO SYNAGOGUE FOUNDATION | |||||||
| 85 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| TOWN OF PORTSMOUTH RHODE ISLAND | |||||||
| 2200 EAST MAIN ROAD | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | PARKS, RECREATION & OPEN SPACE MASTER PLAN DEVELOPMENT | $56,250 |
| WGBH EDUCATION FOUNDATION | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | MASTERPIECE TRUST 50TH ANNIVERSARY | $25,000 |
| WHYY INC | |||||||
| 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| AMERICAN PRAIRIE FOUNDATION | |||||||
| PO BOX 908 | BOZEMAN | MT | 59771 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| ANDOVER-PHILLIPS ACADEMY (ANDOVER FUND) | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PUBLIC CHARITY | ACQUIRING ART MADE IN THE 21ST CENTURY | $25,000 |
| ART & NEWPORT | |||||||
| 289 INDIAN AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| BE GREAT FOR NATE INC | |||||||
| 1016 EAST MAIN ROAD | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | CAPACITY GRANT | $4,000 |
| BRYN MAWR HOSPITAL FOUNDATION | |||||||
| 130 SOUTH BRYN MAWR AVE STE 203 | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | MAIN LINE HEALTH CAPITAL CAMPAIGN FOR BEHAVIORAL HEALTH | $50,000 |
| CHURCH COMMUNITY HOUSING CORPORATION | |||||||
| 50 WASHINGTON SQUARE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | COVID RAPID RESPONSE/UNRESTRICTED AND HISTORIC NEWPORT TOWN SPRING | $42,800 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| COMPANY OF THE REDWOOD LIBRARY & ATHENAEM | |||||||
| 50 BELLEVUE AVE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| HALEAKALA INC | |||||||
| 512 WEST 19TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,803,085 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,943,194 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,599,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,053,937 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,596,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,596,277 | 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 | $9,367,912 | Yes (X) |
| VAN BEUREN CLAT A | ||||||
| 2 | C/O BGAPTS 501 MADISON AVE 17FL | NEW YORK | NY | 10022 | $1,641,491 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $49,727 | Amt |
| Net Investment Income | $49,727 | 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 | $14,054,781 | EOYBookValueAmt |
| EOYFMV | $14,054,781 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $120,258,409 | EOYBookValueAmt |
| EOYFMV | $120,258,409 | 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 | $14,496,804 | $14,496,804 |
| LIMITED PARTNERSHIPS | AT COST | $179,969,114 | $179,969,114 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,355 | LegalFeesAmt |
| Net Investment Income | $3,534 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,821 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INCOME RECEIVABLE | $110,784 | $107,028 | $107,028 |
| SECURITY DEPOSIT/PREPAID EXP | $12,694 | $12,694 | $12,694 |
| PREPAID EXCISE TAX | $129,809 | $67,218 | $67,218 |
| PREPAID PAYROLL | $11,151 | $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 | $10,703,441 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE OPERATING EXPENSE | $84,152 | $0 | $84,152 |
| FILING FEES | $72 | $48 | $24 |
| INSURANCE | $6,037 | $1,992 | $4,045 |
| NON DEDUCTIBLE EXP THRU PARTNERSHIP | $51,568 | $0 | $0 |
| TRAINING | $2,624 | $0 | $2,624 |
| SPECIAL INITIATIVES | $23,714 | $0 | $23,714 |
| CONSULTING | $150,335 | $0 | $150,335 |
| REPAIRS | $1,932 | $0 | $1,932 |
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 | -$410,257 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$410,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$410,257 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MARKET VALUE OF SECURITIES | Desc |
| Amt | $50,187,923 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $2,287,987 | Amt |
| Net Investment Income | $2,287,987 | 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 | $187,591 | $0 | $0 |
| PAYROLL TAXES | $33,519 | $0 | $33,519 |
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