FURP.ORG / PUBLIC DATA EXPLORER

NORMANDIE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NORMANDIE FOUNDATION INC (EIN 13-6213564)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-06
IRS object ID
202513109349100446
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-06T10:34:08-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133274471PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABACUS & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1535 MADISON AVE 14TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136213564EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORMANDIE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORMBusinessNameControlTxt
Phone2122309827PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO NORMAN FDN 535 MADISON AVE 14FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABIGAIL NORMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2122309827PhoneNum
Signature2025-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELAINE CHEUNGPreparerPersonNm
PTINP00762660PTIN
Phone2122309800PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,651,922FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$231,174ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$383InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$383InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$311,957DividendsRevAndExpnssAmt
Dividends Net Invst Incm$311,957DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$452,184NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$492,235GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$452,184CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$109,082OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$109,082OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,104,780TotalRevAndExpnssAmt
Total Net Invst Incm$873,606TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,925OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,925OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$11,038InterestRevAndExpnssAmt
Interest Net Invst Incm$11,038InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$18,451TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,388TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$189,165OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$169,290OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$19,754OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$220,579TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$181,716TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21,679TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$836,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$836,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,056,579TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$181,716TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$857,679TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48,201ExcessRevenueOverExpensesAmt
Net Investment Income$691,890NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$743,308SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$763,719SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$763,719SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$604,679USGovernmentObligationsBOYAmt
US Government Obligations EOY$293,103USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$299,014USGovtObligationsEOYFMVAmt
Corporate Stock BOY$642,093CorporateStockBOYAmt
Corporate Stock EOY$445,637CorporateStockEOYAmt
Corporate Stock EOYFMV$1,928,855CorporateStockEOYFMVAmt
Other Investments BOY$9,194,624OtherInvestmentsBOYAmt
Other Investments EOY$11,535,774OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,660,334OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,184,704TotalAssetsBOYAmt
Total Assets EOY$13,038,233TotalAssetsEOYAmt
Total Assets EOYFMV$16,651,922TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$11,184,704CapitalStockBOYAmt
Capital Stock EOY$13,038,233CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,184,704TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,038,233TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,184,704TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,038,233TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,184,704TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48,201ExcessRevenueOverExpensesAmt
Other Increases$2,009,716OtherIncreasesAmt
Subtotal$13,242,621SubtotalAmt
Other Decreases$204,388OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,038,233TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,409 SHRS INTEL CORPORATIONP2024-04-012024-08-02$29,972$62,513-$32,541-$32,541
1,323 SHRS VIMEO INC COMMON STOCKP2021-03-312024-07-03$4,926$55,702-$50,776-$50,776
815 SHRS IAC INC COM NEWP2021-03-312024-11-06$42,709$120,003-$77,294-$77,294
9,766 SHRS COMCAST CORPORATIONP2008-11-282024-04-02$411,060$85,512$325,548$325,548
SALE OF ARTWORKD2004-08-072024-03-06$2,208$2,208$2,208
FROM K-1 CRT INCOME LLCP2024-01-012024-12-31$523$523
FROM K-1 CRT INCOME LLCP2024-01-012024-12-31-$49,495-$49,495
FROM K-1 CRT STOCKS LLCP2024-01-012024-12-31-$22,201-$22,201
FROM K-1 CRT STOCKS LLCP2024-01-012024-12-31$166,133$166,133
FROM K-1 SUCABA CRUT LLCP2024-01-012024-12-31$6,607$6,607
FROM K-1 SUCABA CRUT LLCP2024-01-012024-12-31$182,092$182,092
FROM K-1 SUCABA CRUT LLC - SEC 1231P2024-01-012024-12-31$20$20
CAPITAL GAINS DIVIDENDSP$1,360$1,360$1,360
FieldValueIRS element (for citing)
Capital Gain Net Income$452,184CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,617InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,617SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,617TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,846EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,846TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$229OverpaymentAmt
Applied To ES Tax$229AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNORMAN FOUNDATION INCIndividualWithBooksNm
Phone2122309827PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1535 MADISON AVE - 14TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ABIGAIL NORMAN
C/O NORMAN FDN 535 MADISON AVE14TH FLNEW YORKNY10022PRESIDENT0.00$0$0$0
MARGARET NORMAN
C/O NORMAN FDN 535 MADISON AVE -14TH FLNEW YORKNY10022SECRETARY AND TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,972,806AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,203,153AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,535,319FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,711,278TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,711,278AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$250,669CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,460,609NetVlNoncharitableAssetsAmt
Minimum Investment Return$823,030MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$823,030MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,617TaxBasedOnInvestmentIncomeAmt
Income Tax$688IncomeTaxAmt
Total Tax$10,305TotalTaxAmt
Distributable Before Adj$812,725DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$812,725DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$812,725DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$857,679ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$857,679QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$812,725DistributableAsAdjustedAmt
Undistributed Income PY$715,887UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$857,679QualifyingDistributionsAmt
Applied To Year1$715,887AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$141,792AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$670,933UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonABIGAIL NORMAN CO NORMAN FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1535 MADISON AVENUE - 14TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2122309800RecipientPhoneNum
Form And Info And MaterialsLETTER FORM DESCRIBING PROPOSALS IS ACCEPTABLEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS EXCEPT ORGANIZATIONS EXEMPT MUST BE LISTED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMNESTY INTERNATIONAL
311 W 43RD ST 7TH FLOORNEW YORKNY10036NONEPUBLIC CHARITYHUMAN RIGHTS$20,000
ARIZONA CENTER FOR EMPOWERMENT
5710 N 19TH AVEPHOENIXAZ85015NONEPUBLIC CHARITYCIVIC ENGAGEMENT$30,000
ASSOCIATION TO PRESERVE CAPE COD
482 MAIN STDENNISMA02638NONEPUBLIC CHARITYNONPROFIT ENVIRONMENTAL$500
AWOOD CENTER
2550 UNIVERSITY AVE W SUITE 200NST PAULMN55414NONEPUBLIC CHARITYCOMMUNITY SERVICE - IMMIGRATION$35,000
BERKELEY PUBLIC SCHOOLS FUND
PO BOX 2066BERKELEYCA94702NONEPUBLIC CHARITYEDUCATION PROGRAMS$5,000
BOSTON NEIGHBORHOOD COMMUNITY LAND TRUST
550 DUDLEY STROXBURYMA02119NONEPUBLIC CHARITYHOUSING PROGRAMS$5,000
BREACH COLLECTIVE
PO BOX 5291EUGENEOR97405NONEPUBLIC CHARITYENVIRONMENTAL PROGRAMS$30,000
BUZZARDS BAY COALITION
114 FRONT STREETNEW BEDFORDMA02740NONEPUBLIC CHARITYENVIRONMENTAL PROGRAMS$1,000
CAPE COD HEALTHCARE
297 NORTH STREET SUITE BLDG 3HYANNISMA02601NONEPUBLIC CHARITYHEALTH PROGRAMS$250
CATA-COMITE DE APOYO A LOS TRABAJADORES AGRICOLAS
4 S DELSEA DRIVEGLASSBORONJ08028NONEPUBLIC CHARITYWORKERS RIGHTS$30,000
CENTER FOR CONSTITUTIONAL RIGHTS
666 BROADWAY FL 7NEW YORK CITYNY10012NONEPUBLIC CHARITYHUMAN RIGHTS$55,000
CITY LIFEVIDA URBANA
PO BOX 300107JAMAICA PLAINMA02130NONEPUBLIC CHARITYHOUSING PROGRAMS$10,000
ECOLOGY CENTER
2530 SAN PABLO AVEBERKELEYCA94702NONEPUBLIC CHARITYENVIRONMENTAL PROGRAMS$1,000
ENVIRONMENTAL LAW INSTITUTE
1730 M STREET NW SUITE 700WASHINGTONDC20036NONEPUBLIC CHARITYENVIRONMENTAL PROGRAMS$16,250
FARMING FALMOUTH
PO BOX 2322TEATICKETMA02536NONEPUBLIC CHARITYAGRICULTURE$1,000
FORWARD MONTANA FOUNDATION
PO BOX 2817MISSOULAMT59806NONEPUBLIC CHARITYCIVIC EDUCATION$25,000
FREIGHT & SALVAGE
2020 ADDISON STBERKELEYCA94704NONEPUBLIC CHARITYART PROGRAMS$2,000
FRIENDS OF BROWARD COUNTY LIBRARY
100 S ANDREWS AVEFORT LAUDERDALEFL33301NONEPUBLIC CHARITYEDUCATION PROGRAMS$3,000
FRIENDS OF FALMOUTH BIKEWAYS
432 WILD HARBOR ROADNORTH FALMOUTHMA02556NONEPUBLIC CHARITYEDUCATION PROGRAMS$250
FRIENDS OF WLRN
172 NE 15TH STREET 2ND FLOORMIAMIFL33132NONEPUBLIC CHARITYMEDIA PROGRAMS$3,000
GOVERNMENT ACCOUNTABILITY PROJECT
1612 K ST NW SUITE 1100WASHINGTONDC20006NONEPUBLIC CHARITYEDUCATION PROGRAMS$15,000
GROUND GAME FUND
PO BOX 383MANCHACATX78652NONEPUBLIC CHARITYCIVIC ENGAGEMENT$30,000
HIGH COUNTRY NEWS
PO BOX 1090PAONIACO81428NONEPUBLIC CHARITYMEDIA PROGRAMS$1,000
HIGHER HEIGHTS LEADERSHIP FUND
147 PRINCE STBROOKLYNNY11201NONEPUBLIC CHARITYWOMEN'S LEADERSHIP DEVELOPMENT$30,000
HUMAN RIGHTS WATCH
350 5TH AVE FL 34NEW YORKNY10118NONEPUBLIC CHARITYHUMAN RIGHTS$30,000
JOLT INITIATIVE
PO BOX 4185AUSTINTX78765NONEPUBLIC CHARITYYOUTH LEADERSHIP DEVELOPMENT$30,000
LOUISIANA BUCKET BRIGADE
3416B CANAL STREETNEW ORLEANSLA70119NONEPUBLIC CHARITYENVIRONMENTAL PROGRAMS$20,000
MARINE BIOLOGICAL LABORATORY
7 MBL STREETWOODS HOLEMA02543NONEPUBLIC CHARITYRESEARCH AND EDUCATION$250
MOTHERING JUSTICE
607 SHELBY ST STE 903DETROITMI482263282NONEPUBLIC CHARITYADVOCACY ORGANIZATION$30,000
NORTH AMERICAN MARINE ALLIANCE
222 MAIN STGLOUCESTERMA01930NONEPUBLIC CHARITYFISHING COMMUNITY ADVOCATES$35,000
PEER (PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY)
962 WAYNE AVE SUITE 610SILVER SPRINGMD20910NONEPUBLIC CHARITYENVIRONMENTAL PROGRAMS$15,000
RIVERKEEPER
20 SECOR ROADOSSININGNY10562NONEPUBLIC CHARITYENVIRONMENTAL PROGRAMS$2,500
SOBER TODAY CLUB
2035 HARDING ST STE 102HOLLYWOODFL33020NONEPUBLIC CHARITYHEALTH AND EDUCATION$100,000
SOMOS SIEMBRA
801 NEW GARDEN RDGREENSBORONC27410NONEPUBLIC CHARITYIMMIGRATION$30,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONEPUBLIC CHARITYHUMAN RIGHTS$30,000
TIDES CENTER-DETROIT ACTION EDUCATION FUND
2937 E GRAND BLVD SUITE 606DETROITMI48202NONEPUBLIC CHARITYSOCIAL JUSTICE$35,000
TIDES FOUNDATION-BLOC EDUCATION FUND
1012 TORNEY AVENUESAN FRANCISCOCA941291755NONEPUBLIC CHARITYSOCIAL JUSTICE$35,000
TIDES FOUNDATION-MASS LIBERATION AZ
1012 TORNEY AVENUESAN FRANCISCOCA941291755NONEPUBLIC CHARITYSOCIAL JUSTICE$25,000
TIDES FOUNDATION-MOVEMENT VOTER PROJECT-WRAPS
PO BOX 889389LOS ANGELESCA90088NONEPUBLIC CHARITYCIVIC ENGAGEMENT$30,000
WCAI
3 WATER STWOODS HOLEMA025431023NONEPUBLIC CHARITYPUBLIC RADIO$500
WOODS HOLE COMMUNITY ASSOCIATION
BOX 327 68 WATER STWOODSHOLEMA02543NONEPUBLIC CHARITYCOMMUNITY SERVICE$500
WOODS HOLE COMMUNITY FOUNDATION
PO BOX 603WOODS HOLEMA02543NONEPUBLIC CHARITYCOMMUNITY SERVICE$500
WOODS HOLE HISTORICAL MUSEUM
579 WOODS HOLE RDFALMOUTHMA02543NONEPUBLIC CHARITYEDUCATION PROGRAMS$250
WOODS HOLE LIBRARY
PO BOX 185WOODS HOLEMA02543NONEPUBLIC CHARITYEDUCATION PROGRAMS$250
WOODWELL CLIMATE RESEARCH CENTER
149 WOODS HOLE ROADFALMOUTHMA02540NONEPUBLIC CHARITYRESEARCH$2,000
WOPANAAK LANGUAGE RECLAMATION PROJECT
PO BOX 2241MASHPEEMA02649NONEPUBLIC CHARITYCULTURAL PROGRAMS$20,000
WORKERS DEFENSE PROJECT
5604 MANOR ROADAUSTINTX78723NONEPUBLIC CHARITYEDUCATION PROGRAMS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$836,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$383RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion14ExclusionCd
Exclusion$311,957ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business531390BusinessCd
Exclusion16ExclusionCd
Exclusion$109,082ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$452,184ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$873,223ExclusionAmt
Related Or Exempt Function Incm$383RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$873,606TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4N/A
7N/A
8N/A

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ABIGAIL NORMAN
14 HUBBARD STJAMAICA PLAINMA02130$85,072Yes (X)Yes (X)
SARAH NORMAN
23140 SOUTH OCEAN DRIVE APT 1HALLANDALEFL33009$106,071Yes (X)Yes (X)
MARGARET NORMAN
32332 GRANT STREETBERKELEYCA94703$40,031Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
13,719 SHRS THE BEEHIVE FUND$85,0722024-12-23
24,637 SHRS THE BEEHIVE FUND$106,0712024-12-23
31,750 SHRS THE BEEHIVE FUND$40,0312024-12-23

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON COM INC COM$149,229$351,024
GXO LOGISTICS INC$60,209$34,365
MICROSOFT CORP$33,474$973,665
PROLOGIS INC.$62,711$51,265
THERMO FISHER SCIENTIFIC INC$22,162$404,739
ALIBABA GROUP HOLDING LIMITED$53,086$56,433
ADOBE SYSTEMS INCORPORATED$64,766$57,364

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$293,103USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$299,014USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SUCABA CRUT, LLCAT COST$4,775,982$5,175,272
CRT INCOME LLCAT COST$828,562$763,777
CRT STOCKS LLCAT COST$2,210,333$3,541,187
THE BEEHIVE FUND & NORMAN-WEIL FOUNDATIONS COMPANY, LLCAT COST$3,720,897$3,875,098
LISTERINE ROYALTYAT COST$0$305,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
PARTNERSHIP ADJUSTMENTS$123,506
DIFF BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF CONTRIBUTIONS RECEIVED$80,882

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT OF LAW-FILING FEE$750$0$750
FROM K-1 OTHER DEDUCTIONS$93,954$93,954$0
ABACUS FEES & EXPENSES$94,170$75,336$18,834
FROM K-1 NONDEDUCTIBLE EXPENSES$121$0$0
NEW YORK LAW JOURNAL$170$0$170

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
KENVUE INC.$39,437$39,437$39,437
FROM K-1 ORD BUSINESS INC(LOSS)$35,202$35,202$35,202
FROM K-1 NET RRE INC(LOSS)$2,401$2,401$2,401
FROM K-1 OTHER PORTFOLIO INCOME$31,888$31,888$31,888
FROM K-1 OTHER INCOME(LOSS)$104$104$104
FROM K-1 UNRECAPTURED 1250 GAIN$50$50$50

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENT DUE TO ETF CONVERSIONDesc
Amt$2,009,716Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTANTCategoryTxt
Amt$1,925Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,925DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,388$1,388$0
EXCISE TAXES-EST 2024$8,500$0$0
FED UNRELATED BUSINESS INC TAXES-EXT-2023$2,500$0$0
FED UNRELATED BUSINESS INC TAXES-BD-2023$6,063$0$0