CORNOLIA COGSWELL ROSSI FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CORNOLIA COGSWELL ROSSI FOUNDATION INC (EIN 20-1420345)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-23
- IRS object ID
- 202522969349100207
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-23T06:38:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201420345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cornelia Cogswell Rossi Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CORN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John R Raben | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,803,536 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,713 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,713 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,921 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,921 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $752,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,198,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $755,506 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $873,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $876,140 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,266 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,461 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,282 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,282 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $43,380 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,067,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,067,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,189,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,158,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,316,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $857,874 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,725 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,399,191 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $644,936 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $648,560 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,411,071 | CorporateStockBOYAmt |
| Corporate Stock EOY | $853,541 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,143,813 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $957,324 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $957,324 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $897,438 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,885,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,569,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,803,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,885,622 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,569,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,885,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,569,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,885,622 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,569,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,885,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,316,096 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,569,526 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,569,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $3,198,561 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,443,055 | CostOrOtherBasisAmt |
| Gain Or Loss | $755,506 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $755,506 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $755,506 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,924 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,924 | SubtotalAmt |
| Tax Based On Investment Income | $11,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $12,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $276 | OverpaymentAmt |
| Applied To ES Tax | $276 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Anne B Green | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas, VP | 5.0 | $15,000 | $0 | $0 |
| John R Raben Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 5.0 | $15,000 | $0 | $0 |
| Laurie A Warren | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP, Dir | 5.0 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,191,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,531,673 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,531,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,463,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,924 | TotalTaxAmt |
| Distributable Before Adj | $211,261 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $211,261 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $211,261 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,158,495 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,158,495 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,261 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $346,584 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,565,429 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,652,534 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,044,824 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,580,366 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,189,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,158,495 | QualifyingDistributionsAmt |
| Applied To Current Year | $211,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,947,234 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,136,971 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $346,584 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,790,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,565,429 | ExcessFromYear4Amt |
| Excess From Year3 | $1,652,534 | ExcessFromYear3Amt |
| Excess From Year2 | $3,044,824 | ExcessFromYear2Amt |
| Excess From Year1 | $2,580,366 | ExcessFromYear1Amt |
| Excess From Current Year | $1,947,234 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 564 PARK AVENUE PRESERVATION FOUNDATION | |||||||
| 564 PARK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $1,000 |
| ABBE MUSEUM | |||||||
| PO BOX 286 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $1,000 |
| ABILIS INC | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $850 |
| ALPHA-1 FOUNDATION INC | |||||||
| 3300 PONCE DE LEON BLVD | CORAL GABLES | FL | 33134 | N/A | PC | Charitable Event | $1,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN FRIENDS OF THE JEWISH MUSEUM OF GREECE | |||||||
| 115 W 29TH ST RM 1103 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $500 |
| AUSTIN BULLDOG RESCUE | |||||||
| 1801 E 51ST ST STE 365 PMB 32 | AUSTIN | TX | 78723 | N/A | PC | General & Unrestricted | $500 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $10,000 |
| BEATRIX FARRAND SOCIETY | |||||||
| PO BOX 111 | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $1,000 |
| BOB WOODRUFF FAMILY FOUNDATION INC | |||||||
| 4628 VERNON BLVD 531 | LONG ISLAND CITY | NY | 11101 | N/A | PC | GOTYOUR6 fund | $2,500 |
| BOOT CAMPAIGN INC | |||||||
| 2403 FARRINGTON ST | DALLAS | TX | 75207 | N/A | PC | General & Unrestricted | $5,000 |
| BROTHER WOLF ANIMAL RESCUE INC | |||||||
| PO BOX 8195 | ASHEVILLE | NC | 28814 | N/A | PC | Hurricane relief | $5,000 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $10,000 |
| BUCKLEY INSTITUTE INC | |||||||
| 265 CHURCH ST STE 404 | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $7,500 |
| BUCKLEY SCHOOL IN THE CITY OF NEW YORK | |||||||
| 113 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $2,500 |
| C&O CANAL TRUST INC | |||||||
| 142 W POTOMAC ST | WILLIAMSPORT | MD | 21795 | N/A | PC | to support the Trust's Canal For All program | $5,000 |
| CAMDEN PUBLIC LIBRARY | |||||||
| 55 MAIN ST | CAMDEN | ME | 04843 | N/A | GOV | Millay Society | $2,000 |
| CAMP BEECH CLIFF | |||||||
| PO BOX 381 | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $1,000 |
| CANCER SUPPORT TEAM INC | |||||||
| STE 304 | PURCHASE | NY | 10577 | N/A | PC | General & Unrestricted | $2,500 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 1818 LIBRARY ST STE 500 | RESTON | VA | 20190 | N/A | PC | General & Unrestricted | $7,500 |
| CODE GREEN CAMPAIGN | |||||||
| 13221 E 325 AVESTE 1 PMB 500 | SPOKANE VALLEY | WA | 99216 | N/A | PC | General & Unrestricted | $1,000 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $5,000 |
| CONNECTICUT FOODSHARE INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | General & Unrestricted | $2,500 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | General & Unrestricted | $5,000 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | General & Unrestricted | $35,000 |
| EASTERN MAINE HEALTHCARE SYSTEMS | |||||||
| 43 WHITING HILL RD | BREWER | ME | 04412 | N/A | PC | to provide funding to Northern Light Health Foundation for The Campaign for Acadia Hospital | $250,000 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $4,000 |
| FIRST RESPONDERS CHILDRENS FOUNDATION | |||||||
| 38 E 32ND ST RM 602 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $2,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $32,500 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $30,500 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | to provide funds for the Seasonal Workforce Housing Initiative to benefit Acadia National Park | $500,000 |
| FRIENDS OF GREENWICH POINT | |||||||
| PO BOX 711 | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $1,500 |
| FRIENDS OF KATAHDIN WOODS AND WATERS | |||||||
| PO BOX 18177 | PORTLAND | ME | 04112 | N/A | PC | General & Unrestricted | $1,000 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | N/A | PC | General & Unrestricted | $5,000 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER RD EXT | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $2,500 |
| GREENWICH BOTANICAL CENTER INC | |||||||
| PO BOX 1600 | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH COUNTRY DAY SCHOOL INC | |||||||
| 401 OLD CHURCH RD 257 STANWICH RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $44,500 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $60,000 |
| GREENWICH HISTORICAL SOCIETY INC | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $2,000 |
| GREENWICH RIDING & TRAILS ASSOCIATION INC | |||||||
| PO BOX 1403 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $500 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH TREE CONSERVANCY INC | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $2,000 |
| HEALTHY ACADIA | |||||||
| PO BOX 1710 | ELLSWORTH | ME | 04605 | N/A | PC | General & Unrestricted | $4,500 |
| HILL HOUSE INC | |||||||
| 10 RIVERSIDE AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $2,000 |
| HISTORIC PROPERTIES OF GREENWICH INC | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $15,000 |
| HOBE SOUND NATURE CENTER INC | |||||||
| 13640 SE FEDERAL HWY | HOBE SOUND | FL | 33455 | N/A | PC | Animal welfare category bird enclosures or summer interns to support programs | $5,000 |
| INTREPID FALLEN HEROES FUND | |||||||
| 1 INTREPID SQ | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $7,500 |
| ISLAND HOUSING TRUST | |||||||
| PO BOX 851 | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $25,000 |
| ISLAND INSTITUTE | |||||||
| 386 MAIN ST | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $50,000 |
| ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE | |||||||
| PO BOX 227 | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $20,000 |
| ISLESFORD BOAT WORKS | |||||||
| PO BOX 291 | ISLESFORD | ME | 04646 | N/A | PC | General & Unrestricted | $2,500 |
| KEEP AUSTIN NEIGHBORLY | |||||||
| 6701 WILLAMETTE DR | AUSTIN | TX | 78723 | N/A | PC | HEARTENING.org | $500 |
| KEEPERS OF BAKER ISLAND | |||||||
| PO BOX 26 | NE HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $1,000 |
| LEWA WILDLIFE CONSERVANCY USA | |||||||
| PO BOX 23860 | NEW YORK | NY | 10087 | N/A | PC | the Conservation Education Program | $10,000 |
| LIFEFLIGHT OF MAINE LLC | |||||||
| PO BOX 859 | AUGUSTA | ME | 04332 | N/A | PC | to fund the Aviation Enhancement Package | $155,000 |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND STE 201 | TOPSHAM | ME | 04086 | N/A | PC | General & Unrestricted | $1,000 |
| MAINE COMMUNITY FOUNDATION INC | |||||||
| 245 MAIN ST | ELLSWORTH | ME | 04605 | N/A | PC | General & Unrestricted | $1,000 |
| MAINE SEACOAST MISSION | |||||||
| 6 OLD FIREHOUSE LN | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $50,000 |
| MAINE-WABANAKI REACH | |||||||
| 136 CENTER ST 213-215 | OLD TOWN | ME | 04468 | N/A | PC | General & Unrestricted | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | General & Unrestricted | $2,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | Psychiatry Dept | $10,000 |
| MATHER HOMESTEAD FOUNDATION INC | |||||||
| 1290 E MAIN ST | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $1,000 |
| MDI WHEELERS | |||||||
| PO BOX 5 | BERNARD | ME | 04612 | N/A | PC | General & Unrestricted | $7,500 |
| MIANUS RIVER GORGE INC | |||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | N/A | PC | General & Unrestricted | $1,000 |
| MILLICENT ROGERS MUSEUM INC | |||||||
| PO BOX 1210 | TAOS | NM | 87571 | N/A | PC | General & Unrestricted | $1,000 |
| MORYS PRESERVATION INC | |||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $500 |
| MOUNT DESERT ISLAND HISTORICAL SOCIETY | |||||||
| PO BOX 653 | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $3,000 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| 10 WAYMAN LN | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $5,000 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| 10 WAYMAN LN | BAR HARBOR | ME | 04609 | N/A | PC | to support the Core Generation Renovation campaign | $25,000 |
| MOUNT DESERT ISLAND SEARCH & RESCUE | |||||||
| PO BOX 493 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $1,000 |
| MOUNT DESERT LAND AND GARDEN PRESERVE | |||||||
| 92 COOKSEY DR | MOUNT DESERT | ME | 04660 | N/A | PC | General & Unrestricted | $1,000 |
| MOUNT DESERT NURSING ASSOCIATION | |||||||
| PO BOX 397 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $15,000 |
| MT DESERT ISLAND YMCA | |||||||
| 21 PARK ST | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $2,500 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA RD STE 3 | MISSOULA | MT | 59804 | N/A | PC | to fund the WMNF Radeke Cabin Renovations project | $50,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA RD STE 3 | MISSOULA | MT | 59804 | N/A | PC | Sporting clay donation | $1,400 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| NEIGHBOR TO NEIGHBOR INC | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| NEIGHBORHOOD HOUSE CLUB | |||||||
| PO BOX 332 | NE HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $5,000 |
| NEW ENGLAND AQUARIUM CORPORATION | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,000 |
| NORTH HAVEN FOUNDATION | |||||||
| PO BOX 664 | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $35,000 |
| NORTHEAST HARBOR LIBRARY | |||||||
| PO BOX 279 | NE HARBOR | ME | 04662 | N/A | PC | General & Unrestricted | $1,000 |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $5,500 |
| PIVOT MINISTRIES INC | |||||||
| 485 JANE ST | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $500 |
| SALVATION ARMY - GREATER HARTFORD AREA SERVICES | |||||||
| 217 WASHINGTON ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $2,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Charitable Event | $25,000 |
| SCHOODIC INSTITUTE AT ACADIA NATIONAL PARK | |||||||
| 9 ATTERBURY CIR | WINTER HARBOR | ME | 04693 | N/A | PC | General & Unrestricted | $3,500 |
| SOLDIERS ANGELS | |||||||
| 2895 NE LOOP 410 STE 107 | SAN ANTONIO | TX | 78218 | N/A | PC | General & Unrestricted | $2,500 |
| SOUTHERN HARBOR ELDERCARE SERVICES | |||||||
| 12 PULPIT HARBOR RD | NORTH HAVEN | ME | 04853 | N/A | PC | General & Unrestricted | $500 |
| SQUASH HAVEN INC | |||||||
| 33 DIXWELL AVE PMB 226 | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $2,500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $5,000 |
| STOP SOLDIER SUICIDE | |||||||
| 600 PARK OFFICES DR STE 115 | DURHAM | NC | 27709 | N/A | PC | General & Unrestricted | $5,000 |
| THE ANDREW K DWYER FOUNDATION | |||||||
| 108 BASSETT CREEK TRL | HOBE SOUND | FL | 33455 | N/A | PC | General & Unrestricted | $1,500 |
| THE EVERGLADES FOUNDATION INC | |||||||
| 18001 OLD CUTLER RD STE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | General & Unrestricted | $10,000 |
| THE GARDEN CLUB OF AMERICA | |||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | N/A | PC | General Scholarship Fund | $600 |
| THE GREENWICH LAND TRUST INC | |||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $2,150 |
| THE SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $1,000 |
| THE TRANSPORTATION ASSOCIATION OF GREENWICH INC | |||||||
| 13 RIVERSIDE AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $500 |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | N/A | PC | Operation Mend | $6,000 |
| THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC | |||||||
| 915 SILAS DEANE HWY | WETHERSFIELD | CT | 06109 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 W 113TH ST 2ND FL | NEW YORK | NY | 10025 | N/A | PC | Pre med football player Scholarship Fund | $10,000 |
| TRUSTEES OF PHILLIPS ACADEMY | |||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | General & Unrestricted | $1,000 |
| WATERMANS COMMUNITY CENTER | |||||||
| PO BOX 526 | NORTH HAVEN | ME | 04853 | N/A | PC | General & Unrestricted | $500 |
| WENDELL GILLEY MUSEUM OF BIRD CARVING THE | |||||||
| PO BOX 254 | SOUTHWEST HBR | ME | 04679 | N/A | PC | General & Unrestricted | $2,500 |
| WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM INC | |||||||
| 356 MAIN ST | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $25,000 |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 SATE HWY 3 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $5,000 |
| WINGS WORLD QUEST INC | |||||||
| 780 3RD AVE 47TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | Hurricane Helene food relief | $5,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | Yale Library Associates | $5,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | To support The Elizabethan Club (Stephen Marks Fund) | $2,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | to support planning and construction of the renovation of the Linonia & Brothers ("L&B") Reading Room in Sterling Memorial Library. | $333,333 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | The Skillman Associates | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,067,833 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,713 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,921 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $752,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $873,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $873,126 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXXON MOBIL CORP - 2.992% - 03 | $321,876 | $299,067 |
| GILEAD - 3.500% - 02/01/2025 | $306,069 | $299,595 |
| QUALCOMM INC - 3.450% - 05/20/ | $329,379 | $298,776 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $12,687 | $56,790 |
| AMERICAN EXPRESS CO | $12,300 | $89,037 |
| APPLE INC | $2,815 | $225,377 |
| BANK OF AMERICA CORP | $30,518 | $65,925 |
| CHEVRON CORP | $36,148 | $72,420 |
| CISCO SYSTEMS INC | $8,715 | $29,600 |
| CVS CAREMARK CORP | $24,036 | $35,912 |
| DEERE CO | $4,648 | $52,963 |
| EATON CORP PLC | $23,006 | $49,781 |
| EVERSOURCE ENERGYINC | $20,689 | $45,944 |
| EXXON MOBIL CORP | $43,820 | $64,542 |
| GILEAD SCIENCES INC | $13,675 | $55,422 |
| HOME DEPOT INC | $3,187 | $58,349 |
| INTERNATIONAL BUSINESS MACHINE | $24,571 | $65,949 |
| JOHNSON & JOHNSON | $23,754 | $57,848 |
| JP MORGAN CHASE | $14,998 | $95,884 |
| LINDE PLC COM | $4,167 | $41,867 |
| MCDONALD'S CORP | $8,234 | $43,484 |
| MICROSOFT CORP | $31,903 | $84,300 |
| NEXTERA ENERGY, INC | $6,752 | $43,014 |
| PALO ALTO NETWORKS INC | $37,589 | $72,784 |
| PARKER HANNIFIN CP | $2,736 | $47,702 |
| PEPSICO INC | $16,562 | $45,618 |
| PROCTER GAMBLE CO | $12,826 | $33,530 |
| SALESFORCE.COM | $24,688 | $50,150 |
| SERVICE NOW | $23,302 | $53,006 |
| TARGET CORPORATION | $12,942 | $27,036 |
| TJX COMPANIES INC | $11,870 | $48,324 |
| VANGUARD FTSE DEVELOPED MARKET | $208,026 | $239,099 |
| VANGUARD SM-CAP ETF | $89,969 | $144,168 |
| VERIZON COMMUNICATIONS | $62,408 | $47,988 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $644,936 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $648,560 | USGovtObligationsEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,067,833. This amount represents 25% or more of the Foundation's net assets of $5,532,785 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $43,000 | $43,000 |
| Digital Subscriptions | $330 | $330 |
| State or Local Filing Fees | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $18,266 | Amt |
| Net Investment Income | $18,266 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $12,200 |
| 990-PF Excise Tax for 2023 | $261 |
Comments