THE BINDON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE BINDON FOUNDATION (EIN 47-5087969)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349102850
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:54:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 475087969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bindon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Halsted | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $5,333,313 | 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 | $1,136,121 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $524,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $958,692 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $735,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,704,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $779,567 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,934 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,934 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,934 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,934 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,678 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,544 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,467,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $761,633 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,594 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $283,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $283,151 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,437,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,589,820 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,438,394 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $489,475 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $539,475 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $611,768 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,945,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,412,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,333,313 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,945,441 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,412,446 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,945,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,412,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,945,441 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,412,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,945,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,467,005 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,412,446 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,412,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $958,692 | GrossSalesPriceAmt |
| Cost Or Other Basis | $222,710 | CostOrOtherBasisAmt |
| Gain Or Loss | $735,982 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $735,982 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $735,982 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,587 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,587 | SubtotalAmt |
| Tax Based On Investment Income | $10,587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,637 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,837 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $250 | OverpaymentAmt |
| Applied To ES Tax | $250 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Elizabeth L Halsted | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Scott Halsted | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,570,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,733 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $565,594 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,325,092 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,325,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,260,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,011 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,011 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,587 | TotalTaxAmt |
| Distributable Before Adj | $202,424 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $202,424 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $202,424 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,544 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $217,544 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,424 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $23,055 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,073 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $87,128 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,544 | QualifyingDistributionsAmt |
| Applied To Current Year | $202,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,120 | RemainingDistriFromCorpusAmt |
| Total Corpus | $102,248 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $102,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,055 | ExcessFromYear4Amt |
| Excess From Year3 | $64,073 | ExcessFromYear3Amt |
| Excess From Current Year | $15,120 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elizabeth L Halsted | ContributingManagerNm |
| Contributing Manager | Scott Halsted | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS DR STE 205 | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $1,000 |
| 142 THROCKMORTON THEATRE | |||||||
| PO BOX 1058 | MILL VALLEY | CA | 94942 | N/A | PC | General & Unrestricted | $500 |
| BRIDGE THE GAP COLLEGE PREP | |||||||
| PO BOX 1390 | SAUSALITO | CA | 94966 | N/A | PC | General & Unrestricted | $2,500 |
| CALIFORNIA ACADEMY OF SCIENCES GGP | |||||||
| 55 MUSIC CONCOURSE DR GGP | SAN FRANCISCO | CA | 94118 | N/A | PC | General & Unrestricted | $2,500 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | N/A | PC | General & Unrestricted | $2,000 |
| COMMUNITY FOUNDATION FOR NANTUCKET | |||||||
| PO BOX 204 | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $500 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $500 |
| DARAJA EDUCATION FUND | |||||||
| 4380 REDWOOD HWY STE B10 | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $2,500 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | Camping Program | $1,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $2,000 |
| EMBRACE GLOBAL | |||||||
| 40477 MURRIETA HOT SPRINGS RD STE D | MURRIETA | CA | 92563 | N/A | PC | General & Unrestricted | $5,000 |
| ENGENDERHEALTH INC | |||||||
| 505 9TH ST NW STE 601 | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $1,000 |
| ENVIRONMENTAL TRAVELING COMPANIONS | |||||||
| 2 MARINA BLVD FT MASON CTR STE C385 | SAN FRANCISCO | CA | 94123 | N/A | PC | General & Unrestricted | $10,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $4,000 |
| EXTRAFOOD ORG | |||||||
| 907 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | N/A | PC | General & Unrestricted | $500 |
| FLATHEAD FOOD BANK INC | |||||||
| 1203 US HWY 2 W STE 2 | KALISPELL | MT | 59901 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF CHALLENGING HEIGHTS | |||||||
| 645 VILLAGE MAIN CIR | DAVIDSON | NC | 28036 | N/A | PC | HALSTED WOMEN'S CENTER | $10,000 |
| FRIENDS OF CHALLENGING HEIGHTS | |||||||
| 645 VILLAGE MAIN CIR | DAVIDSON | NC | 28036 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF MILL VALLEY PARKS AND RECREATION | |||||||
| 1120 NYE ST STE 400 | SAN RAFAEL | CA | 94901 | N/A | PC | SAND VOLLEYBALL COURTS Fund | $2,000 |
| FRIENDS OF THE RIVER FOUNDATION | |||||||
| 3336 BRADSHAW RD STE 335 | SACRAMENTO | CA | 95827 | N/A | PC | General & Unrestricted | $2,500 |
| FROM HOUSES TO HOMES-GUATEMALA INC | |||||||
| PO BOX 85 | MOUNT TABOR | NJ | 07878 | N/A | PC | General & Unrestricted | $500 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $1,500 |
| GRASSROOT SOCCER INC | |||||||
| PO BOX 632 | HANOVER | NH | 03755 | N/A | PC | General & Unrestricted | $500 |
| HIGH FIVES NONPROFIT FOUNDATION | |||||||
| 10775 PIONEER TRL STE 108 | TRUCKEE | CA | 96161 | N/A | PC | General & Unrestricted | $1,000 |
| KELLY S BRUSH FOUNDATION | |||||||
| 3 MAIN ST SUITE 217 | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $2,500 |
| MALI KALANSO | |||||||
| 617 BROADWAY UNIT 781 | SONOMA | CA | 95476 | N/A | PC | General & Unrestricted | $500 |
| MANY HOPES INC | |||||||
| 255 W 93RD ST 1N | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $7,000 |
| MARIN COMMUNITY CLINIC | |||||||
| 9 COMMERCIAL BLVD STE 100 | NOVATO | CA | 94949 | N/A | PC | General & Unrestricted | $10,000 |
| MCE SOCIAL CAPITAL | |||||||
| 5758 GEARY BLVD 261 | SAN FRANCISCO | CA | 94121 | N/A | PC | Guarantor Contribution | $8,510 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,000 |
| MOUNT TAMALPAIS SCHOOL | |||||||
| 100 HARVARD AVE | MILL VALLEY | CA | 94941 | N/A | PC | General & Unrestricted | $2,000 |
| NATE CHUTE FOUNDATION INC | |||||||
| PO BOX 245 | WHITEFISH | MT | 59937 | N/A | PC | General & Unrestricted | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD GLOBAL INC | |||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | N/A | SO I | General & Unrestricted | $4,000 |
| PROTECT OUR WINTERS | |||||||
| 1919 14TH ST STE 700 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $1,000 |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH ST 10TH FL | OAKLAND | CA | 94607 | N/A | PC | RISE UP | $5,000 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2445 M ST NW STW 650 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | to support Gaza Children | $1,000 |
| SEACOLOGY | |||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PC | General & Unrestricted | $25,000 |
| SEND IT | |||||||
| 10075 W RIVER ST 204 | TRUCKEE | CA | 96161 | N/A | PC | General & Unrestricted | $15,100 |
| SHE-CAN GLOBAL INC | |||||||
| PO BOX 876 | MILL VALLEY | CA | 94942 | N/A | PC | General & Unrestricted | $2,000 |
| ST IGNATIUS COLLEGE PREPARATORY | |||||||
| 2001 37TH AVE | SAN FRANCISCO | CA | 94116 | N/A | PC | General & Unrestricted | $1,000 |
| TECHNOSERVE INC | |||||||
| 1777 N KENT ST SUITE 1100 | ALRINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $5,000 |
| TELLURIDE ADAPTIVE SKI PROGRAM | |||||||
| PO BOX 2254 | TELLURIDE | CO | 81435 | N/A | PC | General & Unrestricted | $1,000 |
| TELLURIDE FOUNDATION | |||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | N/A | PC | General & Unrestricted | $8,500 |
| TELLURIDE MOUNTAIN CLUB | |||||||
| PO BOX 1201 | TELLURIDE | CO | 81435 | N/A | PC | General & Unrestricted | $1,000 |
| TELLURIDE SCIENCE RESEARCH CENTER | |||||||
| 300 S TOWNSEND ST | TELLURIDE | CO | 81435 | N/A | PC | General & Unrestricted | $10,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 93023 | N/A | PC | General & Unrestricted | $1,000 |
| THE BRANSON SCHOOL | |||||||
| 39 FERNHILL AVE 887 | ROSS | CA | 94957 | N/A | PC | General & Unrestricted | $500 |
| THE OUTDOOR ART CLUB | |||||||
| 1 W BLITHEDALE AVE | MILL VALLEY | CA | 94941 | N/A | PC | General & Unrestricted | $500 |
| TOGETHER WOMEN RISE | |||||||
| PO BOX 25633 | GREENVILLE | SC | 29616 | N/A | PC | General & Unrestricted | $1,500 |
| TROUT UNLIMITED | |||||||
| 10388 NORMANDY CT | CUPERTINO | CA | 95014 | N/A | PC | General & Unrestricted | $1,000 |
| WATSI | |||||||
| 548 MARKET ST 75903 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $6,000 |
| WEST POINT INN ASSOCIATION | |||||||
| 4040 CIVIC CENTER DR STE 200 | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $1,000 |
| WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA | |||||||
| 1902A LINCOLN BLVD 1338 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,610 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,125 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $524,977 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $568,562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $568,562 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Halsted Scott | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 656 Throckmorton Avenue | AddressLine1Txt |
| City | Mill Valley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,136,121 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ANHEUSER BUSCH COS INC BUD, 2035 sh. | $123,270 | 2024-08-09 |
| 1 | ALPHABET INC CL C GOOG, 183 sh. | $29,870 | 2024-08-09 |
| 1 | ALPHABET INC CL C GOOG, 916 sh. | $149,514 | 2024-08-09 |
| 1 | NVIDIA CORP NVDA, 1976 sh. | $207,509 | 2024-08-09 |
| 1 | APPLE INC AAPL, 591 sh. | $126,695 | 2024-08-09 |
| 1 | NVIDIA CORP NVDA, 347 sh. | $49,989 | 2024-11-19 |
| 1 | MICROSOFT CORP MSFT, 241 sh. | $99,954 | 2024-11-19 |
| 1 | COSTCO WHOLESALE CORPORATION COST, 81 sh. | $74,940 | 2024-11-19 |
| 1 | BLACKROCK INC BLK, 96 sh. | $99,451 | 2024-11-19 |
| 1 | APPLE INC AAPL, 109 sh. | $24,897 | 2024-11-19 |
| 1 | APPLE INC AAPL, 219 sh. | $50,022 | 2024-11-19 |
| 1 | AMAZON COM AMZN, 495 sh. | $100,010 | 2024-11-19 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $175,467 | $204,723 |
| AMAZON COM | $129,826 | $240,232 |
| APPLE INC | $191,538 | $218,366 |
| BANK OF AMERICA CORP | $60,653 | $149,430 |
| BLACKROCK INC | $177,643 | $293,181 |
| CATERPILLAR INC | $62,119 | $163,242 |
| CHEVRON CORP | $12,334 | $21,726 |
| COMCAST CORP | $31,487 | $37,530 |
| CONSTELLATION ENERGY GROUP INC | $125,019 | $142,503 |
| COSTCO WHOLESALE CORPORATION | $129,585 | $326,192 |
| DANAHER CORP | $124,991 | $106,052 |
| HOME DEPOT INC | $58,841 | $116,697 |
| INTUITIVE SURGICAL | $56,072 | $198,867 |
| JP MORGAN CHASE | $25,284 | $103,075 |
| MASTERCARD INC | $34,050 | $184,300 |
| META PLATFORMS INC | $209,557 | $370,628 |
| MICROSOFT CORP | $171,338 | $354,482 |
| NEXTERA ENERGY, INC | $100,063 | $89,971 |
| NVIDIA CORP | $257,497 | $311,956 |
| PEPSICO INC | $24,393 | $30,412 |
| RAYTHEON TECHNOLOGIES CORP | $37,062 | $57,050 |
| THERMO FISHER SCIENTIFIC INC | $174,585 | $283,525 |
| VISA INC | $46,914 | $189,624 |
| VISTRA ENERGY CORP | $99,970 | $166,685 |
| WALT DISNEY HOLDINGS CO | $73,532 | $77,945 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALL ACROSS AFRICA SER AA PFD - | $100,000 | $100,591 |
| GJENGE MAKERS LTD RT SIMPLE AG | $50,000 | $50,000 |
| JIBU, INC - 2016 | $101,497 | $150,002 |
| KASHA GLOBAL PFD SER A - 2016 | $100,000 | $100,000 |
| KASHA GLOBAL PFD SER A-1 - 201 | $29,397 | $38,534 |
| KASHA GLOBAL PFD SER A-2 - 201 | $56,238 | $70,298 |
| KASHA GLOBAL PFD SER A-3 - 201 | $25,000 | $25,000 |
| KASHA GLOBAL SERIES B-3 PREFER | $50,000 | $50,000 |
| WIST INC PFD - 2016 | $27,343 | $27,343 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $17,909 | $17,909 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $17,934 | Amt |
| Net Investment Income | $17,934 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $1,600 |
| 990-PF Extension for 2023 | $600 |
Comments