ERIC AND BARBARA CARLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ERIC AND BARBARA CARLE FOUNDATION INC (EIN 82-2036857)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349105052
- 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
- Accounting Fees Schedule
- Acty Not Previously Rpt Expln
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:45:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713795 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | 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 | 822036857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERIC AND BARBARA CARLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 9176033077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 MESEROLE AVENUE UNIT 2 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROLF CARLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9176033077 | PhoneNum |
| Signature | 2025-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA DRZAL HOUGHTON | PreparerPersonNm |
| PTIN | P00733363 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2025-09-23 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,412,332 | 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 | $1,917,674 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,651,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,642,268 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,517,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,556,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,377,282 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $151 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,087,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,019,550 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $286,792 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $286,792 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $132,020 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $132,020 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,672 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,672 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $152,064 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $152,064 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,188 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,187 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $336,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,246 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $148,087 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $191,262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,290 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31,978 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $56,948 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $56,948 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,307 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,307 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,737 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,293,656 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,359,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $229,724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,174,711 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,050,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,050,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,410,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $229,724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,225,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,677,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,789,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,610 | CashBOYAmt |
| Cash EOY | $208,605 | CashEOYAmt |
| Cash EOYFMV | $208,605 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,116,001 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,365,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,388,401 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,987,064 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,515,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,331,801 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,081,016 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $19,540,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,055,005 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,566,614 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,169,919 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $3,169,919 | LandEOYAmt |
| Land EOYFMV | $3,100,000 | LandEOYFMVAmt |
| Other Assets BOY | $316,934 | OtherAssetsBOYAmt |
| Other Assets EOY | $67,696 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,067,696 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $53,520,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,198,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,412,332 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $51 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $375 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $51 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $375 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,080,776 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,080,776 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $50,439,924 | RetainedEarningBOYAmt |
| Retained Earning EOY | $58,117,589 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,520,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,198,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,520,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,198,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,520,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,677,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $61,198,365 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,198,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - FIDELITY | P | $13,112,916 | $13,005,883 | $107,033 | $107,033 |
| PUBLICLY TRADED SECURITIES - BBH | P | $4,365,821 | $3,880,946 | $484,875 | $484,875 |
| PUBLICLY TRADED SECURITIES - BBH | P | $8,859,929 | $8,151,427 | $708,502 | $708,502 |
| ERIC CARLE LLC INSTALLMENT SALE | D | $7,000,000 | $140,700 | $6,859,300 | $6,859,300 |
| CAPITAL GAINS DIVIDENDS | P | $217,572 | $217,572 | $217,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,377,282 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $136,079 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $136,079 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $136,079 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $162,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $282,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $874 | EsPenaltyAmt |
| Overpayment | $145,047 | OverpaymentAmt |
| Applied To ES Tax | $145,047 | 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 | Yes (1) | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | 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 | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9176033077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 MESEROLE AVENUE UNIT 2 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11222 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN F FORTIER JR THRU 930 | ||||||||
| 82 1/2 MAPLE STREET | FLORENCE | MA | 01062 | PRESIDENT, TREASURER, CLER | 40.00 | $196,875 | $19,387 | $0 |
| ROLF CARLE | ||||||||
| 78 MESEROLE AVE 3 | BROOKLYN | NY | 11222 | DIRECTOR, PRESIDENT (EFF 10/1) | 10.00 | $0 | $0 | $0 |
| WILLIAM KEITH WISEMAN | ||||||||
| 1202 SORRENTO ROAD | FLORENCE | AL | 35630 | TREASURER (EFF 10/1) | 1.00 | $0 | $0 | $0 |
| RENATA LAKAS | ||||||||
| 5C SOUTH STREET | WILLIAMSBURG | MA | 01096 | DIRECTOR, CLERK (EFF 10/1) | 40.00 | $89,917 | $17,220 | $0 |
| TERESA TORO | ||||||||
| 78 MESEROLE AVE 3 | BROOKLYN | NY | 11222 | DIRECTOR, VICE PRESIDENT (EFF (10/1) | 10.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY SOKOLOVE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1074 MCCONNELL DR | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ART ADVISOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $102,847 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BBH INVESTMENT AND WEALTH MGT | |||||
| 227 WEST TRADE ST STE 2100 | CHARLOTTE | NC | 28202 | INVESTMENT MANAGEMENT | $188,246 |
| 1130 CONSULTING LLC | |||||
| 41 UNIVERSITY DR STE 400 | NEWTOWN | PA | 18940 | HR & RECRUITMENT | $99,501 |
| SILBERMAN ZARETSKY | |||||
| 145 EAST 57TH STREET | NEW YORK | NY | 10022 | LEGAL SERVICES | $77,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ERIC CARLE ARTWORK IS ON LOAN TO THE ERIC CARLE MUSEUM OF PICTURE BOOK ART, INC.,A 501(C)(3) PUBLIC CHARITY AS PART OF THE FOUNDATION'S EXEMPT PURPOSE OF SUPPORTING THE MISSION OF THE MUSEUM. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $58,907,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,055,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,065,296 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,028,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,028,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,200,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,828,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,941,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,941,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $136,079 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $136,079 | TotalTaxAmt |
| Distributable Before Adj | $3,805,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,805,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,805,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,225,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,225,210 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,805,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,944,206 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,225,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,944,206 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,805,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $475,665 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $475,665 | 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 | $475,665 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $475,665 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ERIC CARLE MUSEUM OF PICTURE BOOK ART INC | ||||||
| 125 WEST BAY ROAD | AMHERST | MA | 01002 | PC | GENERAL FUNDING | $2,925,499 |
| GLSEN INC | ||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL FUNDING | $50,000 |
| ORIGINAL MUSIC WORKSHOP DBA NATIONAL SAWDUST | ||||||
| 80 N 6TH STREET | BROOKLYN | NY | 11249 | PC | GENERAL FUNDING | $60,000 |
| THE ASHLEY BRYAN CENTER | ||||||
| PO BOX 263 | ISLESFORD | ME | 04646 | PC | GENERAL FUNDING | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,050,499 | 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 | $1,651,867 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,517,982 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,170,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,170,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIRSTEN CARLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O C MILNE 119 PROSPECT ST | AddressLine1Txt |
| City | NORTHAMPTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,917,674 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX | CategoryTxt |
| Amt | $14,375 | Amt |
| Net Investment Income | $7,188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,187 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION RECEIVED OWNERSHIP OF ARTWORK FORMERLY OWNED BY ERIC CARLE THAT WAS ON LOAN TO THE ERIC CARLE MUSEUM OF PICTURE BOOK ART, INC., A 501(C)(3) PUBLIC CHARITY. THE FOUNDATION IS IN THE PROCESS OF CATALOGUING AND ARRANGING FOR AN APPRAISAL OF THIS ARTWORK. THE ARTWORK CONTINUES TO BE ON LOAN TO THE MUSEUM AS PART OF THE FOUNDATION'S EXEMPT PURPOSE OF SUPPORTING THE MISSION OF THE MUSEUM. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $651,197 | $615,884 |
| ADOBE INC | $810,288 | $717,269 |
| ADVANCED DRAINAGE SYSTEM INC | $63,116 | $48,321 |
| AKRE FOCUS FD-SUPRA INST | $3,575,000 | $4,534,150 |
| ALCON INC | $250,873 | $316,555 |
| ALPHABET INC CL A | $218,534 | $362,131 |
| ALPHABET INC CL C | $266,779 | $639,307 |
| AMAZON.COM INC | $652,537 | $962,903 |
| AMERICAN TOWER REIT | $465,672 | $411,022 |
| AMERICAN WTR WKS CO INC | $204,086 | $215,119 |
| APPLE COMPUTER INC | $690,825 | $1,142,166 |
| APPLIED MATERIALS INC | $435,367 | $440,565 |
| APTAR GROUP INC | $62,421 | $58,441 |
| ARISTA NETWORKS INC | $47,707 | $53,497 |
| ARTHUR J GALLAGHER & CO | $212,641 | $404,202 |
| ASPEN TECHNOLOGY INC | $52,374 | $54,669 |
| AUTOMATIC DATA PROCESSING INC | $491,455 | $586,924 |
| BERKSHIRE HATHAWAY INC CL B | $367,953 | $614,648 |
| BLACKROCK INC | $527,564 | $753,456 |
| BOOKING HOLDINGS INC | $320,314 | $804,884 |
| BRIGHT HORIZONS FAMILY SOLUT | $31,816 | $26,826 |
| BROWN & BROWN INC | $67,834 | $65,599 |
| BRUKER CORP | $57,753 | $56,217 |
| CADENCE DESIGN SYS INC | $234,801 | $264,405 |
| CBRE GROUP INC | $66,441 | $68,533 |
| COSTCO WHOLESALE CORP | $300,140 | $592,827 |
| COTERRA ENERGY INC | $435,588 | $432,954 |
| DARLING INGREDIENTS INC | $51,766 | $45,818 |
| ECOLAB INC | $331,047 | $406,545 |
| ENTEGRIS INC | $62,088 | $58,644 |
| EOG RESOURCES INC | $266,898 | $271,760 |
| GFL ENVIRONMENTAL | $66,493 | $70,640 |
| GLOBANT SA | $66,602 | $65,398 |
| GUIDEWIRE SOFTWARE INC | $81,380 | $72,827 |
| GXO LOGISTICS | $71,094 | $49,764 |
| HEICO CORP | $46,586 | $43,357 |
| ICON PLC | $61,093 | $52,428 |
| JOHNSON & JOHNSON | $682,413 | $592,942 |
| KENVUE INC | $331,923 | $323,303 |
| KLA CORP | $357,301 | $649,654 |
| LINDE PLC | $561,845 | $773,283 |
| LPL FINANCIAL HOLDINGS INC | $50,791 | $61,710 |
| MASTERCARD INC | $480,120 | $681,382 |
| MCDONALD'S CORP | $417,368 | $434,835 |
| MEDTRONIC PLC | $501,480 | $474,807 |
| MICROSOFT CORP | $1,280,134 | $1,592,005 |
| MISTER CAR WASH INC | $24,115 | $25,282 |
| NIKE INC | $393,960 | $274,455 |
| NVR INC | $27,808 | $24,537 |
| ORACLE CORP | $454,840 | $991,175 |
| OTIS WORLDWIDE CORPORATION | $359,473 | $345,621 |
| PEPSICO INC | $434,412 | $382,127 |
| PROCTER & GAMBLE CO | $519,668 | $604,378 |
| PROGRESSIVE CORP OHIO | $270,040 | $529,298 |
| ROCHE HLDG LTD | $500,491 | $458,637 |
| S&P GLOBAL INC | $454,510 | $602,616 |
| SHIFT4PAYMENTS INC | $63,702 | $71,193 |
| SYSCO CORP | $494,352 | $462,124 |
| TAKE TWO INTERACTIVE SOFTWARE | $47,024 | $54,120 |
| TEXAS INSTRUMENTS INC | $644,096 | $717,413 |
| THERMO FISHER SCIENTIFIC INC | $307,898 | $325,144 |
| TORO CO | $31,723 | $31,079 |
| TRACTOR SUPPLY COMPANY | $369,390 | $431,908 |
| UNITED HEALTH GROUP | $405,663 | $399,124 |
| VULCAN MATERIALS | $49,214 | $47,330 |
| WASTE MGMT INC | $536,594 | $728,865 |
| WATSCO INC | $69,289 | $67,766 |
| WEST PHARMACEUTICAL SVCS INC | $32,233 | $35,049 |
| WILLSCOT MOBILE MINI HOLDINGS CO | $32,393 | $30,072 |
| WYNDHAM HOTELS & RESORTS | $53,716 | $62,691 |
| ZEBRA TECHNOLOGIES CORP | $60,905 | $62,181 |
| ZOETIS INC | $364,794 | $352,255 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BBH INCOME FUND | AT COST | $8,020,000 | $7,335,025 |
| BBH LTD DURATION FUND | AT COST | $9,520,000 | $9,643,409 |
| BBH PARTNER FD - INTERNATL EQUITY | AT COST | $8,270,000 | $7,458,003 |
| CLARKSTON FOUNDERS FUND | AT COST | $1,500,000 | $1,531,113 |
| GQG PART EMERG MKTS EQ | AT COST | $2,745,005 | $2,599,064 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $152,064 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $152,064 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $6,934 | $2,400 | $2,400 |
| OFFICE PURCHASE DEPOSIT | $310,000 | ||
| INSTALLMENT SALE RECEIVABLE | $17,000,000 | ||
| OVERPAYMENT: REFUND IN TRANSIT | $65,296 | $65,296 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALARM & MONITORING | $630 | $0 | $630 |
| MA FILING FEES | $517 | $0 | $517 |
| OFFICE FURN, EQUIP, SUPPLIES | $78,618 | $0 | $78,618 |
| POSTAGE | $1,302 | $0 | $1,302 |
| WORKERS' COMPENSATION INSURANCE | $743 | $0 | $743 |
| INSURANCE | $9,087 | $0 | $9,087 |
| COUNCIL ON FOUNDATIONS DUES | $7,500 | $0 | $7,500 |
| DUES & SUBSCRIPTIONS | $5,271 | $0 | $5,271 |
| BANK AND ADR FEES | $1,463 | $0 | $1,463 |
| MOVING & ARCHIVING | $18,606 | $0 | $18,606 |
| PURCHASE OF OFFICE CONDO | $0 | $0 | $3,169,919 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $151 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $151 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FLEX PLAN BALANCE | $51 | -$125 |
| DUE TO 401(K) PLAN | $0 | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $188,246 | $188,246 | $0 |
| PENSION & FLEX PLAN ADMIN | $2,175 | $0 | $2,175 |
| PAYROLL ADMINISTRATION | $1,539 | $0 | $1,539 |
| 1130 CONSULTING | $99,501 | $0 | $99,501 |
| STAFFING CONSULTING | $13,750 | $0 | $13,750 |
| CONSULTANTS | $28,241 | $0 | $28,241 |
| TECHNICAL SUPPORT | $2,881 | $0 | $2,881 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $34,290 | $34,290 | $0 |
| FEDERAL TAX PAYMENTS | $124,994 | $0 | $0 |
| PAYROLL TAXES | $31,978 | $0 | $31,978 |
Comments