SNAVE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SNAVE FOUNDATION (EIN 23-6928009)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349102987
- 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
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:33:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET SUITE 1710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032945 | 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 | 236928009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Snave Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIAN DURANT | InCareOfNm |
| Business Name Control | SNAV | BusinessNameControlTxt |
| Phone | 6178721688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 Englewood Rd | AddressLine1Txt |
| City | Winchester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN DURANT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6178721688 | PhoneNum |
| Signature | 2025-05-15 | 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 | RICHARD RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 2155462140 | 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 | $10,369,739 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $394,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $394,353 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $203,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $650,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $203,716 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $598,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $598,131 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,239 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,639 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,271 | TravConfMeetingRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,639 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $639,152 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $639,152 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $652,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $640,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $598,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,171 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,467,169 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,414,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,320,568 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,513,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,463,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,369,739 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,513,240 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,463,809 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,513,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,463,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,513,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,463,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,513,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,231 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,800 | OtherIncreasesAmt |
| Subtotal | $7,463,809 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,463,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF UNITS FROM CONSOLIDATED FUND | 2024-01-12 | $150 | $114 | $36 | $36 |
| SALE OF UNITS FROM CONSOLIDATED FUND | 2024-04-04 | $150 | $109 | $41 | $41 |
| SALE OF UNITS FROM CONSOLIDATED FUND | 2024-04-18 | $150 | $107 | $43 | $43 |
| SALE OF UNITS FROM CONSOLIDATED FUND | 2024-10-02 | $150 | $104 | $46 | $46 |
| SALE OF UNITS FROM CONSOLIDATED FUND | 2024-11-27 | $650,000 | $446,450 | $203,550 | $203,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $203,716 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,314 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,314 | SubtotalAmt |
| Tax Based On Investment Income | $8,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,933 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,933 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $7,605 | OverpaymentAmt |
| Applied To ES Tax | $7,605 | 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 | PA | 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 |
| Website Address | https://snavefoundation.org/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN DURANT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178721688 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 ENGLEWOOD RD | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PETER A EVANS | ||||||||
| 37 Englewood Rd | Winchester | MA | 01890 | SEC/EXECUTIVE TRUSTEE | 1.0 | $0 | $0 | $0 |
| ALLISON COOPER | ||||||||
| 37 Englewood Rd | Winchester | MA | 01890 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| EVAN KRAVITZ | ||||||||
| 37 Englewood Rd | Winchester | MA | 01890 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JACQUELINE DURANT | ||||||||
| 37 Englewood Rd | Winchester | MA | 01890 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ERIK REMSEN | ||||||||
| 37 Englewood Rd | Winchester | MA | 01890 | TRUSTEE/GRANTS CHAIR | 1.0 | $0 | $0 | $0 |
| BRIAN DURANT | ||||||||
| 37 Englewood Rd | Winchester | MA | 01890 | TRUSTEE/TREASURER | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $10,415,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,565,903 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,565,903 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $573,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,992,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $499,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $499,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,314 | TotalTaxAmt |
| Distributable Before Adj | $491,299 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $491,299 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $491,299 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $640,791 | 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 | $640,791 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $491,299 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $26,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,083 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $144,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $186,879 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $427,853 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $640,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $491,299 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $149,492 | RemainingDistriFromCorpusAmt |
| Total Corpus | $577,345 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $550,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,083 | ExcessFromYear4Amt |
| Excess From Year3 | $144,267 | ExcessFromYear3Amt |
| Excess From Year1 | $186,879 | ExcessFromYear1Amt |
| Excess From Current Year | $149,492 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABINGTON HEALTH | |||||||
| 1101 MARKET ST | SUITE 2004 | PHILADELPHIA | PA | 19107 | PC | GENERAL PURPOSE | $1,000 |
| ADDISON COUNTY HUMANE SOCIETY (HOMEWARD BOUND) | |||||||
| 236 BOARDMAN ST | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $1,000 | |
| ADDISON HOUSING WORKS | |||||||
| 272 MAIN ST | VERGENNES | VT | 05491 | PC | GENERAL PURPOSE | $50,000 | |
| ALEX'S LEMONADE STAND FOUNDATION FOR CHILDHOOD CAN | |||||||
| 333 E LANCASTER AVE | SUITE 414 | WYNNEWOOD | PA | 19096 | PC | GENERAL PURPOSE | $1,000 |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| 960 TEANECK ROAD | SUITE 200 | TEANECK | NJ | 07666 | PC | GENERAL PURPOSE | $1,000 |
| AMERICAN FRIENDS OF THE RAMBAM MEDICAL CENTER | |||||||
| 442 5TH AVENUE | 1353 | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $1,000 |
| ARCH STREET MEETING HOUSE PRRESERVATION TRUST | |||||||
| 1515 CHERRY ST | PHILADELPHIA | PA | 19102 | PC | GENERAL PURPOSE | $5,000 | |
| ARLINGTON FOOD ASSISTANCE CENTER | |||||||
| 2708 S NELSON ST | ARLINGTON | VA | 22206 | PC | GENERAL PURPOSE | $250 | |
| AVONDALE ELEMENTARY SCHOOL EDUCATION FOUNDATION | |||||||
| 8 LAKESHORE DR | AVONDALE ESTATES | GA | 30002 | PC | GENERAL PURPOSE | $16,667 | |
| BOYS & GIRLS CLUB OF DORCHESTER | |||||||
| 1135 DORCHESTER AVE | DORCHESTER | MA | 02125 | PC | GENERAL PURPOSE | $52,000 | |
| CITYARTS INC | |||||||
| 77 BLEECKER ST | C2-18 | NEW YORK | NY | 10012 | PC | GENERAL PURPOSE | $2,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | PC | GENERAL PURPOSE | $5,000 | |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 377 PINE TREE RD | ITHACA | NY | 14850 | PC | GENERAL PURPOSE | $250 | |
| COUNSELING SERVICE OF ADDISON COUNTY | |||||||
| 89 MAIN STREET | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $1,000 | |
| COYOTE CENTRAL | |||||||
| 2300 E CHERRY ST | SEATTLE | WA | 98122 | PC | GENERAL PURPOSE | $500 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL PURPOSE | $2,000 | |
| DRUID HILLS EDUCATION FOUNDATION | |||||||
| 1798 HAYGOOD DRIVE NE | ATLANTA | GA | 30307 | PC | GENERAL PURPOSE | $500 | |
| EAGLES AUTISM CHALLENGE INC | |||||||
| 1 NOVACARE WAY | PHILADELPHIA | PA | 19145 | PC | GENERAL PURPOSE | $2,000 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | GENERAL PURPOSE | $1,000 | |
| FRIENDS CENTER FOR CHILDREN | |||||||
| 225 E GRAND AVE | NEW HAVEN | CT | 06513 | PC | GENERAL PURPOSE | $518 | |
| FRIENDS COUNCIL ON EDUCATION | |||||||
| 1507 CHERRY ST | PHILADELPHIA | PA | 19102 | PC | GENERAL PURPOSE | $2,000 | |
| FRIENDS OF THE ILSLEY LIBRARY | |||||||
| 75 MAIN ST | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $2,030 | |
| FRIENDS OF UNITED HATZALAHINC | |||||||
| 1457 44TH ST | BROOKLYN | NY | 11219 | PC | GENERAL PURPOSE | $2,000 | |
| FRIENDS WORLD COMMITTEE FOR CONSULTATION | |||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | PC | GENERAL PURPOSE | $50,000 | |
| GERMANTOWN FRIENDS SCHOOL | |||||||
| 31 W COULTER ST | PHILADELPHIA | PA | 19144 | PC | GENERAL PURPOSE | $9,500 | |
| HAMPSHIRE COLLEGE | |||||||
| 893 WEST ST | AMHERST | MA | 01002 | PC | GENERAL PURPOSE | $5,000 | |
| HANDEL CHOIR OF BALTIMORE | |||||||
| 10 GERARD AVENUE | TIMONIUM | MD | 21093 | PC | GENERAL PURPOSE | $1,000 | |
| HOPE (HELPING OVERCOME POVERTY'S EFFECTS) | |||||||
| 282 BOARDMAN ST | STE 1A | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $1,000 |
| INSPIRITUS | |||||||
| 731 PEACHTREE ST NE | SUITE B | ATLANTA | GA | 30308 | PC | GENERAL PURPOSE | $50,000 |
| JENKINTOWN EDUCATION FOUNDATION | |||||||
| 325 HIGHLAND AVE | JENKINTOWN | PA | 19046 | PC | GENERAL PURPOSE | $1,350 | |
| JENKINTOWN FOOD CUPBOARD | |||||||
| 328 SUMMIT AVE | JENKINTOWN | PA | 19046 | PC | GENERAL PURPOSE | $1,500 | |
| JOY'S PROMISE CANINE RESCUE | |||||||
| 122 WOODLANDS DR | JACKSON | GA | 30233 | PC | GENERAL PURPOSE | $2,000 | |
| LIBRARY COMPANY OF PHILADELPHIA | |||||||
| 1314 LOCUST ST | PHILADELPHIA | PA | 19107 | PC | GENERAL PURPOSE | $2,500 | |
| LOYOLA UNIVERSITY & ECOVOICE PROJECT | |||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | PC | GENERAL PURPOSE | $20,000 | |
| MAL'S PALS FOUNDATION | |||||||
| 1599 WASHINGTON ST | STE 2A1 | BRAINTREE | MA | 02184 | PC | GENERAL PURPOSE | $3,000 |
| MASS AUDUBON | |||||||
| 208 S GREAT RD | LINCOLN | MA | 01773 | PC | GENERAL PURPOSE | $1,000 | |
| MIDDLEBURY COMMUNITY MUSIC CENTER | |||||||
| 6 MAIN ST | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $20,000 | |
| MIDDLEBURY VT ELEMENTARY SCHOOL ASSOCIATION | |||||||
| 201 MARY HOGAN DRIVE | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $600 | |
| MULTIPLE SCLEROSIS FOUNDATION INC | |||||||
| 6520 NORTH ANDREWS AVENUE | FT LAUDERDALE | FL | 33309 | PC | GENERAL PURPOSE | $4,000 | |
| NATIONAL SAVE THE SEA TURTLE FOUNDATION | |||||||
| 4419 W TRADEWINDS AVE | FT LAUDERDALE | FL | 33308 | PC | GENERAL PURPOSE | $1,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | PC | GENERAL PURPOSE | $3,250 | |
| OPERATION AIRDROP INC | |||||||
| 1226 COUNTY ROAD | SUITE 4380 | DECATUR | TX | 76234 | PC | GENERAL PURPOSE | $2,000 |
| OUTRIGHT VERMONT | |||||||
| 241 NO WINOOSKI AVE | BURLINGTON | VT | 05401 | PC | GENERAL PURPOSE | $1,000 | |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | SUITE 710 | PHILADELPHIA | PA | 19148 | PC | GENERAL PURPOSE | $2,000 |
| PHILADELPHIA YOUTH ORGANIZATION | |||||||
| 614 S 4TH ST | PHILADELPHIA | PA | 19147 | PC | GENERAL PURPOSE | $350 | |
| POWER FORWARD FOUNDATION | |||||||
| PO BOX 381 | FLOURTOWN | PA | 19031 | PC | GENERAL PURPOSE | $1,000 | |
| READING PARTNERS LOS ANGELES | |||||||
| 638 3RD ST | SUITE 375 | OAKLAND | CA | 94607 | PC | GENERAL PURPOSE | $45,000 |
| REBUILDING TOGETHER PHILADELPHIA | |||||||
| 3001 STOKLEY ST | STE 1 | PHILADELPHIA | PA | 19129 | PC | GENERAL PURPOSE | $1,000 |
| REFUGEE WOMEN'S ALLIANCE | |||||||
| 4008 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98108 | PC | GENERAL PURPOSE | $500 | |
| SISTERSONG WOMEN OF COLOR REPRODUCTIVE JUSTICE COL | |||||||
| 1237 RALPH D ABERNATHY BLVD SW | ATLANTA | GA | 30310 | PC | GENERAL PURPOSE | $1,000 | |
| ST BRENDAN SCHOOL | |||||||
| 29 RITA RD | DORCHESTER CENTER | MA | 02124 | PC | GENERAL PURPOSE | $4,000 | |
| ST JAMES SCHOOL | |||||||
| 3217 W CLEARFIELD ST | PHILADELPHIA | PA | 19132 | PC | GENERAL PURPOSE | $2,000 | |
| THE CARROLL SCHOOL | |||||||
| 25 BAKER BRIDGE RD | SUITE 335 | LINCOLN | MA | 01773 | PC | GENERAL PURPOSE | $50,000 |
| THE CLOTHESLINE FOR ARLINGTON KIDS | |||||||
| 2704 N PERSHING DR | ARLINGTON | VA | 22201 | PC | GENERAL PURPOSE | $25,000 | |
| THE FIARIA PROJECT INC | |||||||
| 68 HILLSIDE AVE | DOYLESTOWN | PA | 18901 | PC | GENERAL PURPOSE | $2,000 | |
| THE GUILFORD FOUNDATION | |||||||
| PO BOX 35 | GUILFORD | CT | 06437 | PC | GENERAL PURPOSE | $2,500 | |
| THE LENFEST INSTITUTE FOR JOURNALISM SPECIAL ASSET | |||||||
| 1835 MARKET ST | STE 2410 | PHILADELPHIA | PA | 19103 | PC | GENERAL PURPOSE | $2,000 |
| THE MUSEUM SCHOOL | |||||||
| 923 FOREST BLVD | DECATUR | GA | 30030 | PC | GENERAL PURPOSE | $50,200 | |
| THE NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PC | GENERAL PURPOSE | $687 | |
| THEE QUAKER PROJECT | |||||||
| 121 W PENN ST | PHILADELPHIA | PA | 19144 | PC | GENERAL PURPOSE | $25,000 | |
| THE TUBMAN TRAVEL PROJECT | |||||||
| 11314 COX LANE | DALLAS | TX | 75229 | PC | GENERAL PURPOSE | $1,000 | |
| UNIVERSITY OF VIRGINIA ACCESSUVA SCHOLARSHIPS | |||||||
| 1001 NORTH EMMET STREET | CHARLOTTESVILLE | VA | 22904 | PC | GENERAL PURPOSE | $1,000 | |
| WASHINGTON BACH CONSORT | |||||||
| 1310 G STREET NW | STE 740 | WASHINGTON | DC | 20005 | PC | GENERAL PURPOSE | $1,000 |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 2ND AVE | SUITE 300 | SEATTLE | WA | 98104 | PC | GENERAL PURPOSE | $500 |
| WESTFIELD FRIENDS SCHOOL | |||||||
| 2201 RIVERTON ROAD | CINNAMINSON | NJ | 08077 | PC | GENERAL PURPOSE | $50,000 | |
| WILLIAM PENN CHARTER | |||||||
| 3000 W SCHOOL HOUSE LN | PHILADELPHIA | PA | 19144 | PC | GENERAL PURPOSE | $40,000 | |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 633 THIRD AVENUE | SUITE 31-B | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $639,152 | 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 | $62 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $394,353 | 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 | $203,716 | 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 | $598,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $598,131 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,700 | Amt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $573,652 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT. 1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $10,565,903 2. 1.5% OF LINE 1: $158,489 3. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $442,049 (2022), $638,116 (2023), AND $640,791 (2024) FOR AN AVERAGE OF $573,652 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FFC CONSOLIDATED FUND | AT COST | $7,395,030 | $10,296,996 |
| VANGUARD | AT COST | $19,608 | $23,572 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $4,800 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| WEBSITE DEVELOPMENT | $1,639 | $1,639 |
| INVESTMENT MANAGEMENT FEES | $600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $3,000 | Amt |
Comments