ST GILES FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ST GILES FOUNDATION (EIN 11-1630806)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-10-30
- IRS object ID
- 202513039349101351
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2025-10-30T11:32:00-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111630806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST GILES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STGI | BusinessNameControlTxt |
| Phone | 2123389001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 WEST 55TH STREET 1744 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T ARKWRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123389001 | PhoneNum |
| Signature | 2025-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,860,454 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,486 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,341 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $568,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $568,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,352,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,635,367 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,352,994 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,988,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,966,476 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $261,234 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,700 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,567 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,133 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,294 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,098 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,196 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,859 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,953 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,881 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $198,692 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $198,692 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,431 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,144 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $2,287 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $50,240 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,747 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,788 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,431 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,692 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $515,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $278,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $370,711 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,465,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,465,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,980,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $278,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,835,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,008,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,688,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $401,124 | CashBOYAmt |
| Cash EOY | $502,965 | CashEOYAmt |
| Cash EOYFMV | $502,965 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $535,957 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $483,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $483,023 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,347 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,784 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,784 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $198,324 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $198,324 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,028,403 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,972,376 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,972,376 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,635,693 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,613,012 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,613,012 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $64,347 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,970 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,970 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,672,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,860,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,860,454 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,266 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,708 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $506,901 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $310,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $550,167 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $356,708 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,122,704 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,503,746 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,122,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,503,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,672,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,860,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,122,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,008,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,131,268 | SubtotalAmt |
| Other Decreases | $2,627,522 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,503,746 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $9,635,367 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,282,373 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,352,994 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,352,994 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,352,994 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,807 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,457 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,264 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | WWW.STGILESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARY WHALEN ST GILES FOUNDATION | IndividualWithBooksNm |
| Phone | 2123389001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 WEST 55TH STREET SUITE 1744 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD ARKWRIGHT | ||||||||
| 250 W 55TH ST STE 1744 | NEW YORK | NY | 10019 | PRESIDENT | 20.00 | $229,449 | $0 | $0 |
| ROBERT MACKAY | ||||||||
| 250 W 55TH ST STE 1744 | NEW YORK | NY | 10019 | VICE PRESIDENT | 1.00 | $13,000 | $0 | $0 |
| HENRY A BRAUN | ||||||||
| 250 W 55TH ST STE 1744 | NEW YORK | NY | 10019 | TREASURER | 1.00 | $13,000 | $0 | $0 |
| JAMES HAMERSCHLAG | ||||||||
| 250 W 55TH ST STE 1744 | NEW YORK | NY | 10019 | SECRETARY | 1.00 | $13,000 | $0 | $0 |
| JILL ARKWRIGHT HARVEY | ||||||||
| 250 W 55TH ST STE 1744 | NEW YORK | NY | 10019 | TRUSTEE | 1.00 | $13,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1166 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $198,692 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,473,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $964,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,437,625 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,437,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $576,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,861,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,893,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,893,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,264 | TotalTaxAmt |
| Distributable Before Adj | $1,841,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,841,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,841,789 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,835,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,835,711 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,841,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,448,372 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,835,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,448,372 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $387,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,454,450 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLD SPRING HARBOR LABORATORY | |||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | TO FUND THE ST. GILES YOUNG INVESTIGATOR FUND FOR PEDIATRIC DISEASE | $600,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 168TH STREET PH17-17201F | NEW YORK | NY | 10032 | NONE | PC | TO FUND AN OUTREACH PROGRAM THAT WILL CONDUCT RESEARCH FOR PEDIATRIC IMMUNOLOGICAL AND RARE DISEASES | $375,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FUND THE ST GILES RESEARCH FELLOWSHIP | $200,000 |
| PEDIATRIC ORTH SOC | |||||||
| 51 WEST 51ST STREET | NEW YORK | NY | 10019 | NONE | PC | FOR PRESENTATION OF AWARDS AS SELECTED BY THE SOCIETY AWARDS COMMITTEE | $40,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 51 WEST 51ST STREET | NEW YORK | NY | 10021 | NONE | PC | TO FUND THE ST. GILES PEDIATRIC ORTHOPEDIC RESEARCH ENDOWMENT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,465,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,341 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $568,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,352,994 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX BENEFIT | Desc |
| Related Or Exempt Function Incm | $40,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,926,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $40,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,966,476 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | DEFERRED FEDERAL EXCISE TAX BENEFIT | RelationshipStatementTxt |
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 Person | BROOKLYN SOCIETY FOR PREVENTION OF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITIBANK 153 E 53RD ST 24 TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,486 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,859 | Amt |
| Net Investment Income | $14,953 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,881 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T ARKWRIGHT PRESIDENT | PersonNm |
| Short Explanation | RICHARD T. ARKWRIGHT, PRESIDENT RECEIVED TOTAL COMPENSATION DURING FISCAL 2025 IN THE AMOUNT OF $229,449, WHICH WAS COMPRISED OF $13,000 IN TRUSTEES FEES AND $216,449 IN DEFERRED COMPENSATION. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO. 4.9% - FEBRUARY 13, 2026 | $602,415 | $602,415 |
| AMPHENOL CORP. 5.05% - APRIL 5, 2027 | $557,897 | $557,897 |
| AVERY DENNISON CORP. 4.875% - DECEMBER 6, 2028 | $301,936 | $301,936 |
| INGERSOLL RAND INC. 5.197% - JUNE 15, 2027 | $506,838 | $506,838 |
| JOHN DEERE CAP CORP. 4.8% - JANUARY 9, 2026 | $401,297 | $401,297 |
| JPM CHASE BANK NA 5.11% - DECEMBER 8, 2026 | $658,507 | $658,507 |
| LOWES COS INC. 4.4% - SEPTEMBER 8, 2025 | $574,440 | $574,440 |
| MORGAN STANLEY 4.0% - JULY 23, 2025 | $499,229 | $499,229 |
| STARBUCKS CORP. 3.8% - AUGUST 15, 2025 | $548,678 | $548,678 |
| THERMO FISHER SCIENTIFIC 5.0% - DECEMBER 5, 2026 | $555,565 | $555,565 |
| WASTE MGMT. INC. 4.95% - JULY 3, 2027 | $406,210 | $406,210 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBNB INC. | $783,658 | $783,658 |
| ALIGN TECHNOLOGY INC. | $261,324 | $261,324 |
| ALPHABET, INC. | $872,170 | $872,170 |
| AMAZON.COM INC. | $810,507 | $810,507 |
| APPLE, INC. | $2,135,780 | $2,135,780 |
| CARMAX, INC. | $512,714 | $512,714 |
| CISCO SYSTEMS INC. | $461,282 | $461,282 |
| CME GROUP, INC. | $1,167,276 | $1,167,276 |
| COCA-COLA COMPANY | $728,375 | $728,375 |
| COLGATE-PALMOLIVE CO. | $449,760 | $449,760 |
| CONFLUENT INC. | $294,875 | $294,875 |
| COSTAR GROUP INC. | $380,304 | $380,304 |
| COSTCO WHOLESALE CORP. | $2,042,885 | $2,042,885 |
| CROWDSTRIKE HOLDINGS INC. | $513,004 | $513,004 |
| CUMMINS INC. | $525,012 | $525,012 |
| DEXCOM INC. | $668,217 | $668,217 |
| ECOLAB, INC. | $697,180 | $697,180 |
| EXXON MOBIL CORP. | $445,988 | $445,988 |
| FISERV, INC. | $1,227,815 | $1,227,815 |
| FORTINET, INC. | $1,849,155 | $1,849,155 |
| GXO LOGISTICS INC. | $424,018 | $424,018 |
| INSULET CORP. | $525,220 | $525,220 |
| INTUITIVE SURGICAL INC. | $314,496 | $314,496 |
| JOHNSON & JOHNSON | $315,096 | $315,096 |
| LULULEMON ATHLETICA INC. | $754,355 | $754,355 |
| MCDONALDS CORP. | $702,833 | $702,833 |
| MICROSOFT CORP. | $2,021,475 | $2,021,475 |
| NIKE, INC. | $192,662 | $192,662 |
| PAYPAL HOLDINGS, INC. | $246,318 | $246,318 |
| PFIZER, INC. | $220,458 | $220,458 |
| PROGRESSIVE CORP. | $1,473,067 | $1,473,067 |
| REGIONS FINANCIAL CORP. | $724,696 | $724,696 |
| SERVICENOW INC. | $318,456 | $318,456 |
| STRYKER CORP. | $949,238 | $949,238 |
| TJX COMPANIES. | $673,554 | $673,554 |
| VISA, INC. | $1,391,326 | $1,391,326 |
| WALMART INC. | $956,911 | $956,911 |
| WORKDAY, INC. | $1,095,256 | $1,095,256 |
| YETI HOLDINGS, INC. | $516,360 | $516,360 |
| ZOETIS INC. | $329,300 | $329,300 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $198,324 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $198,324 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INTEREST RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $87,970 | BookValueAmt |
| EOYFMV | $87,970 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $750 | LegalFeesAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $2,627,522 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $10,092 | $3,364 | $6,870 |
| OFFICE | $5,791 | $1,930 | $3,822 |
| DEFERRED COMPENSATION DISCOUNT AMORTIZATION | -$1,452 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX BENEFIT | Desc |
| Revenue And Expenses Per Books | $40,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION | $217,901 | $0 |
| ACCRUED FEDERAL EXCISE TAX | $14,000 | $75,000 |
| DEFERRED TAX LIABILITY | $275,000 | $235,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $189,544 | $189,544 | $0 |
| CUSTODIAL FEES | $9,148 | $9,148 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $79,001 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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