HICKORY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HICKORY FOUNDATION (EIN 22-3472805)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-02
- IRS object ID
- 202512459349100401
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-02T07:59:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3825 PGA BOULEVARD SUITE 207 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223472805 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HICKORY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HICK | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 281 | AddressLine1Txt |
| City | LAMBERTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA JAMES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2025-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK MANGAN | PreparerPersonNm |
| PTIN | P00643116 | PTIN |
| Phone | 5612879500 | PhoneNum |
| Preparation | 2025-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,041,313 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $872,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $872,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,835,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,236,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,835,107 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,707,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,707,250 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,372 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,186 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,186 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $60,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,900 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $176,947 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $176,863 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $242,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,664,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,664,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,906,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,666,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $800,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,479,301 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $333,471 | CashBOYAmt |
| Cash EOY | $252,514 | CashEOYAmt |
| Cash EOYFMV | $252,514 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $135,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $746,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $746,978 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $41,614,503 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,884,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,041,821 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $42,083,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,883,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,041,313 | 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 | $42,083,535 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,883,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,083,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,883,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,083,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,883,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,083,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $800,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,884,066 | SubtotalAmt |
| Other Decreases | $510 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,883,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-12-31 | $2,671,360 | $2,746,584 | -$75,224 | -$75,224 |
| PUBLICLY TRADED SECURITIES | P | 2024-12-31 | $4,318,539 | $3,655,096 | $663,443 | $663,443 |
| CAPITAL GAIN DISTRIBUTION | P | 2024-12-31 | $2,242,461 | $2,242,461 | $2,242,461 | |
| RETURN OF CAPITAL | P | 2024-12-31 | $4,427 | $4,427 | $4,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,835,107 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,213 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $107,213 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $555 | EsPenaltyAmt |
| Overpayment | $58,296 | OverpaymentAmt |
| Applied To ES Tax | $58,296 | 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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | ANCHIN BLOCK ANCHIN LLP | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA JAMES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HICKORY FOUNDATION PO BOX 281 | AddressLine1Txt |
| City | LAMBERTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $52,140,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,464,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,604,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,604,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $804,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,800,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,640,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,640,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,362 | TotalTaxAmt |
| Distributable Before Adj | $2,591,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,591,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,591,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,666,770 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,666,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,591,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $270,215 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $715,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $985,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,666,770 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,591,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,096 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,061,046 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,061,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $270,215 | ExcessFromYear3Amt |
| Excess From Year1 | $715,735 | ExcessFromYear1Amt |
| Excess From Current Year | $75,096 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGINIA JAMES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION INSTITUTE | ||||||||
| 98 EAST FULTON STREET | GRAND RAPIDS | MI | 49503 | NONE | PC | CHARITABLE | $10,000 | |
| AMERICAN FOREST FOUNDATION | ||||||||
| 2000 M STREET NW SUITE 550 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $1,000 | |
| AMERICAN PRINCIPLES PROJECT FOUNDATION | ||||||||
| 2800 S SHIRLINGTON RD STE 901 | ARLINGTON | VA | 22206 | NONE | PC | CHARITABLE | $200,000 | |
| BALLOTPEDIA | ||||||||
| 8383 GREENWAY BLVD SUITE 600 | MIDDLETON | WI | 53562 | NONE | PC | CHARITABLE | $35,000 | |
| BRIGHTER CHOICE FOUNDATION | ||||||||
| P O BOX 611 | GLENMONT | NY | 12077 | NONE | PC | CHARITABLE | $100,000 | |
| BROOKLIN BOTANIC GARDEN | ||||||||
| 68 OLD QUARRY ROAD | BROOKSVILLE | ME | 04617 | NONE | PC | CHARITABLE | $50,000 | |
| BROOKLIN VOLUNTEER FIRE COMPANY | ||||||||
| P O BOX 17 | BROOKLIN | ME | 04616 | NONE | PC | CHARITABLE | $15,000 | |
| CURE CHILDHOOD CANCER ASSOCIATION | ||||||||
| 200 WESTFALL ROAD | ROCHESTER | NY | 14620 | NONE | PC | CHARITABLE | $25,000 | |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $35,000 | |
| CENTER FOR INDEPENDENT THOUGHT INC | ||||||||
| 50 MONUMENT ROAD | BALA CYNWYD | PA | 19004 | NONE | PC | CHARITABLE | $15,000 | |
| CHILDREN'S SCHOLARSHIP FUND | ||||||||
| 8 WEST 38TH STREET SUITE 804 | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $200,000 | |
| COMMENTARY | ||||||||
| 561 SEVENTH AVENUE 16TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $10,000 | |
| ENCOUNTER FOR CULTURE & EDUCATION INC(ENCOUNTER BOOKS) | ||||||||
| 900 BROADWAY SUITE 601 | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE | $75,000 | |
| FOUNDATION FOR GOVERNMENT ACCOUNTABILITY | ||||||||
| 15275 COLLIER BLVD | NAPLES | FL | 34119 | NONE | PC | CHARITABLE | $350,000 | |
| FRANK LLOYD WRIGHT BUILDING CONSERVANCY | ||||||||
| 53 W JACKSON BOULEVARD 1120 | CHICAGO | IL | 60604 | NONE | PC | CHARITABLE | $5,000 | |
| FRANK LLOYD WRIGHT TRUST | ||||||||
| THE ROCKERY 209 SOUTH LASALLE | CHICAGO | IL | 60604 | NONE | PC | CHARITABLE | $5,000 | STREET SUITE 118 |
| FREE TO CHOOSE NETWORK | ||||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | NONE | PC | CHARITABLE | $10,000 | |
| FRIEND MEMORIAL PUBLIC LIBRARY | ||||||||
| 1 REACH ROAD | BROOKLIN | ME | 04616 | NONE | PC | CHARITABLE | $10,000 | |
| FRIENDS OF ACADIA | ||||||||
| 43 COTTAGE STREET P O BOX 45 | BAR HARBOR | ME | 04609 | NONE | PC | CHARITABLE | $5,000 | |
| FRIENDS OF CZECH GREENWAYS INC | ||||||||
| 410 W 20TH STREET APT 1 | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE | $30,000 | |
| FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | CHARITABLE | $35,000 | |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | ||||||||
| 49 WEST 45TH STREET 2ND FLOOR | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE | $25,000 | |
| GOLDWATER INSTITUTE | ||||||||
| 500 EAST CORONADO ROAD | PHOENIX | AZ | 85004 | NONE | PC | CHARITABLE | $30,000 | |
| GOODMAN INSTITUTE FOR PUBLIC POLICY | ||||||||
| 6335 W NORTHWEST HWY APT 2111 | DALLAS | TX | 75225 | NONE | PC | CHARITABLE | $25,000 | |
| INSTITUTE FOR FREE SPEECH | ||||||||
| 124 S WEST STREET SUITE 201 | ALEXANDRIA | VA | 22314 | NONE | PC | CHARITABLE | $50,000 | |
| ISLAND INSTITUTE | ||||||||
| P O BOX 648 | ROCKLAND | ME | 04841 | NONE | PC | CHARITABLE | $10,000 | |
| JAPANESE LANGUAGE SCHOOL OF PHILADELPHIA | ||||||||
| 1101 CITY AVENUE | PENN WYNNE | PA | 19096 | NONE | PC | CHARITABLE | $2,000 | |
| JOB PATH INC | ||||||||
| 256 W 38TH STREET FLOOR 2 | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $2,000 | |
| LALH(LIBRARY OF AMERICAN LANDSCAPE HISTORY INC) | ||||||||
| P O BOX 1323 | AMHERST | MA | 01004 | NONE | PC | CHARITABLE | $5,000 | |
| LAMBERTVILE-NEW HOPE AMBULANCE & RESCUE SQUAD | ||||||||
| P O BOX 237 | LAMBERTVILLE | NJ | 08530 | NONE | PC | CHARITABLE | $10,000 | |
| LANDMARK LEGAL FOUNDATION | ||||||||
| 3100 BROADWAY SUITE 1210 | KANSAS CITY | MO | 64111 | NONE | PC | CHARITABLE | $25,000 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 WEST MAIN STREET P O BOX 568 | MIDLAND | MI | 48640 | NONE | PC | CHARITABLE | $10,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $30,000 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 1900 CAMPUS COMMONS DRIVE SUITE 600 | RESTON | VA | 20191 | NONE | PC | CHARITABLE | $25,000 | |
| MT VERNON LADIES ASSOCIATION | ||||||||
| 3200 MOUNT VERNON MEMORIAL HIGHWAY | MOUNT VERNON | VA | 22121 | NONE | PC | CHARITABLE | $35,000 | |
| NEW YORK CIVIL RIGHTS COALITION | ||||||||
| 424 WEST 33RD STREET SUITE 350 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $19,000 | |
| NORTH BROOKLIN CEMETERY ASSOCIATION | ||||||||
| 140 HIGH STREET | BROOKLIN | ME | 04616 | NONE | PC | CHARITABLE | $500 | |
| PACIFIC RESEARCH INSTITUTE | ||||||||
| ONE EMBARCADERO CENTER SUITE 350 | SAN FRANCISCO | CA | 94111 | NONE | PC | CHARITABLE | $20,000 | |
| PARENTS TELEVISON COUNCIL INC | ||||||||
| 707 WILSHIRE BLVD STE 2075 | LOS ANGELES | CA | 90017 | NONE | PC | CHARITABLE | $25,000 | |
| PENINSULA AMBULANCE CORPS | ||||||||
| P O BOX 834 | BLUE HILL | ME | 04614 | NONE | PC | CHARITABLE | $10,000 | |
| SCHOOL CHOICE WISCONSIN | ||||||||
| 10427 W LINCOLN AVE STE 1800 | WEST ALLIS | WI | 53227 | NONE | PC | CHARITABLE | $5,000 | |
| SPENCE CHAPIN | ||||||||
| 410 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE | $10,000 | |
| ST HUEBERT'S ANIMAL WELFARE | ||||||||
| P O BOX 159 575 WOODLAND AVENUE | MADISON | NJ | 07940 | NONE | PC | CHARITABLE | $5,000 | |
| ST LUKE'S CHAMBER ENSEMBLE INC | ||||||||
| 450 WEST 37TH STREET 502 | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $200,000 | |
| TALIESIN PRESERVATION | ||||||||
| 5607 COUNTY ROAD C | SPRING GREEN | WI | 53588 | NONE | PC | CHARITABLE | $10,000 | |
| THE CLAREMONT INSTITUTE | ||||||||
| 1317 W FOOTHILL BLVD SUITE 120 | UPLAND | CA | 91786 | NONE | PC | CHARITABLE | $10,000 | |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I ST NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE | $225,000 | |
| THE FOUNDATION FOR CULTURAL REVIEW INC | ||||||||
| 900 BROADWAY SUITE602 | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE | $150,000 | |
| THE LIFE FLIGHT FOUNDATION | ||||||||
| P O BOX 859 | AUGUSTA | ME | 04332 | NONE | PC | CHARITABLE | $200,000 | |
| THE WITHERSPOON INSTITUTE | ||||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE | $250,000 | |
| THOMAS COLE HISTORIC HOUSE | ||||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | NONE | PC | CHARITABLE | $10,000 | |
| WEST AMWELL FIRE COMPANY | ||||||||
| 24 MT AIRY VILLAGE ROAD | LAMBERTVILLE | NJ | 08530 | NONE | PC | CHARITABLE | $5,000 | |
| WOODLAWN CONSERVANCY INC | ||||||||
| 4199 WEBSTER AVENUE | BRONX | NY | 10470 | NONE | PC | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,664,500 | 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 | $872,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,835,107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,707,250 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,707,250 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, TAX RETURN PREPARATION AND CONSULTING | CategoryTxt |
| Amt | $4,372 | Amt |
| Net Investment Income | $2,186 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,186 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NJ DOES NOT REQUIRE A COPY OF THE 990-PF | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PERSHING - SECURITIES | StockNm |
| EOY Book Value | $41,884,064 | EOYBookValueAmt |
| EOYFMV | $54,041,821 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED | Desc |
| Amt | $510 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $176,863 | $176,863 | $0 |
| BANK CHARGES | $84 | $0 | $84 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $48,900 | $48,900 | $0 |
| EXCISE TAX | $12,000 | $0 | $0 |
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