ERNST AND ELFRIEDE FRANK FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ERNST AND ELFRIEDE FRANK FOUNDATION INC (EIN 13-6106471)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2025-12-24
- IRS object ID
- 202513589349100701
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-24T07:19:47-06:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030327374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCSOLEY MCCOY & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 TILLEY DRIVE STE 202 | AddressLine1Txt |
| City | SOUTH BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136106471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & ELFRIEDE FRANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERNS | BusinessNameControlTxt |
| Phone | 6037674732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 WEST 187 STREET 609 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KASARA GAGE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6037674732 | PhoneNum |
| Signature | 2025-12-23 | 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 | CONNIE FELLION | PreparerPersonNm |
| PTIN | P01875413 | PTIN |
| Phone | 8026581808 | PhoneNum |
| Preparation | 2025-12-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,001,168 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $380,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $380,548 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,343,210 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,716,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,343,210 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,723,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,723,758 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,993 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $128,993 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,976 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,407 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $128,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $913,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $913,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,116,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $128,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $945,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $607,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,594,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,634 | CashBOYAmt |
| Cash EOY | $73,632 | CashEOYAmt |
| Cash EOYFMV | $73,632 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $973,596 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,052,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,052,940 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $325,657 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,974,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,965,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,874,596 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,150,392 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $15,484,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,092,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,001,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,484,687 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,092,153 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,484,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,092,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,484,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,092,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,484,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $607,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,092,153 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,092,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $12,713,598 | $11,373,298 | $1,340,300 | $1,340,300 | |
| CAPITAL GAINS DIVIDENDS | $2,910 | $2,910 | $2,910 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,343,210 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,167 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,167 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $579 | EsPenaltyAmt |
| Tax Due | $2,746 | 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.EEFFI.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KASARA MB GAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6037674732 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 WEST 187 STREET 609 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10033 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| ELFRIEDE EB WALDEN | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SAMANTHA K FRANK | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KASARA MB GAGE | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | TREASURER | 15.00 | $16,000 | $0 | $0 |
| DR JEPHTHA TAUSIG | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | SECRETARY | 0.00 | $0 | $0 | $0 |
| EVA MARIA TAUSIG | ||||||||
| 736 WEST 187 STREET 609 | NEW YORK | NY | 10033 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $20,365,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,656,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,021,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,021,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $330,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,690,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,084,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,084,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,167 | TotalTaxAmt |
| Distributable Before Adj | $1,062,381 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,062,381 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,062,381 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $945,323 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $945,323 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,062,381 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $898,037 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $945,323 | QualifyingDistributionsAmt |
| Applied To Year1 | $898,037 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,286 | 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 | $1,015,095 | 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 (151 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A CHILDS SONG | |||||||||||||
| 12301 GRANT STREET SUITE 200 | THORNTON | CO | 80241 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| A SAFE PLACE INC | |||||||||||||
| 5B WINDY WAY | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| ALUMNAE ASSOCIATION THE MOUNT SINAI HOSPITAL SCHOOL OF NURSING | |||||||||||||
| ONE GUSTAVE L LEVY PLACE - BOX 1143 | NEW YORK | NY | 10029 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| ANDREW K DWYER FOUNDATION | |||||||||||||
| 756 GUARD HILL RD | BEDFORD | NY | 10506 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| BANNERMAN CASTLE TRUST | |||||||||||||
| PO BOX 843 | GLENHAM | NY | 12537 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| BEDFORD HISTORICAL SOCIETY | |||||||||||||
| PO BOX 491 | BEDFORD | NY | 10506 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| BLAINE COUNTY HUNGER COALITION INC | |||||||||||||
| 110 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | N/A | PC | GENERAL CHARITABLE | $15,000 | ||||||
| BLAINE COUNTY RECREATION DISTRICT | |||||||||||||
| 1050 FOX ACRES ROAD SUITE 107 | HAILEY | ID | 83333 | N/A | PC | GENERAL CHARITABLE | $6,000 | ||||||
| BOHEMIANS | |||||||||||||
| 16 MADISON SQUARE WEST - FL 12 | NEW YORK | NY | 10010 | N/A | PC | GENERAL CHARITABLE | $15,000 | ||||||
| BRIGHT HILL PRESS INC | |||||||||||||
| 94 CHURCH ST | TREADWELL | NY | 13846 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| BRIGHTFOCUS FOUNDATION | |||||||||||||
| PO BOX 1952 | CLARKSBURG | MD | 20871 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| BRIGID ALLIANCE INC | |||||||||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| CANADIAN PARKS AND WILDERNESS SOCIETY | |||||||||||||
| N/A | PC | GENERAL CHARITABLE | $1,000 | 241-312 MAIN ST | VANCOUVER | BRITISH COLUMBIA | CA | ||||||
| CANTERBURY CHORAL SOCIETY INC | |||||||||||||
| 1085 5TH AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL CHARITABLE | $1,500 | ||||||
| CARNEGIE HALL CORPORATION | |||||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| CATSKILL CHORAL SOCIETY | |||||||||||||
| PO BOX 135 | ONEONTA | NY | 13820 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| CLIFF ISLAND CORPORATION FOR ATHLETICS & CONSERVATION EDUCATION | |||||||||||||
| PO BOX 78 | CLIFF ISLAND | ME | 04019 | N/A | PC | GENERAL CHARITABLE | $20,000 | ||||||
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF | |||||||||||||
| 1190 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| COMMUNITY CENTER OF NORTHERN WESTCHESTER INC | |||||||||||||
| 84 BEDFORD RD | KATONAH | NY | 10536 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| COMMUNITY SERVINGS | |||||||||||||
| 179 AMORY ST | JAMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| COURAGEOUS SAILING CENTER FOR YOUTH | |||||||||||||
| 197 8TH STREET | CHARLESTOWN | MA | 02129 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| DANCING CLASSROOMS INC | |||||||||||||
| 1350 AVENUE OF THE AMERICAS - 2ND | NEW YORK | NY | 10019 | N/A | PC | GENERAL CHARITABLE | $30,000 | FL | |||||
| DIGNITY MATTERS INC | |||||||||||||
| PO BOX 1262 | WESTBOROUGH | MA | 01581 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| DRIVE CHANGE INC | |||||||||||||
| 630 FLUSHING AVENUE 25 | BROOKLYN | NY | 11206 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| ELDER SERVICES OF CAPE COD AND THE ISLANDS INC | |||||||||||||
| 68 ROUTE 134 | SOUTH DENNIS | MA | 02660 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| FAMILYAID BOSTON INC | |||||||||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| FOOD FOR FREE COMMITTEE INC | |||||||||||||
| PO BOX 390434 | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| FOOTPRINTS FOOD PANTRY | |||||||||||||
| PO BOX 246 | KITTERY | ME | 03904 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| FREE FAIR LITIGATION GROUP INC | |||||||||||||
| 266 WEST 37TH STREET 20TH FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| FRIENDS OF THE SAWTOOTH NATIONAL FOREST AVALANCHE CENTER | |||||||||||||
| PO BOX 2669 | KETCHUM | ID | 83340 | N/A | PC | GENERAL CHARITABLE | $7,000 | ||||||
| GARDEN CONSERVANCY INC | |||||||||||||
| PO BOX 608 | GARRISON | NY | 10524 | N/A | PC | GENERAL CHARITABLE | $2,500 | ||||||
| GIRL SCOUTS COUNCIL OF GREATER NEW YORK | |||||||||||||
| 40 WALL STREET SUITE 708 | NEW YORK | NY | 10005 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| GLOBAL ARTS LIVE | |||||||||||||
| 720 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| GREEN NEWTON | |||||||||||||
| PO BOX 590242 | NEWTON CENTRE | MA | 02459 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| GUIDING EYES FOR THE BLIND | |||||||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| HACK FOUNDATION | |||||||||||||
| 8605 SANTA MONICA BLVD SUITE 86294 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION INC | |||||||||||||
| 343 THORNALL ST 7TH FL | EDISON | NJ | 08837 | N/A | PC | GENERAL CHARITABLE | $20,000 | ||||||
| HAMPSHIRE YOUNG PEOPLE'S CHORUS INC | |||||||||||||
| PO BOX 2342 | AMHERST | MA | 01004 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| HANNAH'S HOUSE INC | |||||||||||||
| PO BOX 217 | WAITSFIELD | VT | 05673 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| HEALTH ADVOCATES FOR OLDER PEOPLE INC | |||||||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | N/A | PC | GENERAL CHARITABLE | $8,000 | ||||||
| HELIOS CARE | |||||||||||||
| 297 RIVER ST SUITE 1 | ONEONTA | NY | 13820 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| HERRESHOFF MARINE MUSEUM | |||||||||||||
| PO BOX 450 | BRISTOL | RI | 02809 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| HISTORIC NEW ENGLAND | |||||||||||||
| 151 ESSEX STREET | HAVERHILL | MA | 01832 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| HOPEWELL INC | |||||||||||||
| 3 ALLIED DRIVE SUITE 308 | DEDHAM | MA | 02026 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| HOUSING NANTUCKET | |||||||||||||
| PO BOX 3149 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $25,000 | ||||||
| HUDSON RIVER COMMUNITY SAILING INC | |||||||||||||
| PO BOX 20677 | NEW YORK | NY | 10011 | N/A | PC | GENERAL CHARITABLE | $20,000 | ||||||
| IF-WHEN-HOW | |||||||||||||
| 1714 FRANKLIN ST 100-393 | OAKLAND | CA | 94612 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | |||||||||||||
| 2 BOYLSTON ST 3RD FL | BOSTON | MA | 02116 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| INTERNATIONAL YACHT RESTORATION SCHOOL | |||||||||||||
| 449 THAMES STREET | NEWPORT | RI | 02840 | N/A | PC | GENERAL CHARITABLE | $12,000 | ||||||
| ISABELLA STEWART GARDNER MUSEUM INC | |||||||||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| JOE TORRE SAFE AT HOME FOUNDATION | |||||||||||||
| 55 WEST 39TH ST SUITE 600 | NEW YORK | NY | 10018 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| JUNIOR LEAGUE OF THE CITY OF NEW YORK | |||||||||||||
| 130 EAST 80TH STREET | NEW YORK | NY | 10075 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| KATIE BROWN EDUCATIONAL PROGRAM INC | |||||||||||||
| 209 BEDFORD ST SUITE 302 | FALL RIVER | MA | 02720 | N/A | PC | GENERAL CHARITABLE | $1,500 | ||||||
| KELLY BRUSH FOUNDATION | |||||||||||||
| 3 MAIN ST SUITE 105 | BURLINGTON | VT | 05401 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| KIDS FIVE AND OVER | |||||||||||||
| PO BOX 171 | PORTSMOUTH | NH | 03802 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| LAUNCH2LIFE INC | |||||||||||||
| 11 CONGRESS ST | DUXBURY | MA | 02332 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| LEAGUE OF WOMEN VOTERS | |||||||||||||
| 4 WEST 43RD ST SUITE 613 | NEW YORK | NY | 10036 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| LEARNING ALLY | |||||||||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| LEO BAECK INSTITUTE INC | |||||||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| LINDA LORING NATURE FOUNDATION | |||||||||||||
| PO BOX 149 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| LIVING WITH WOLVES | |||||||||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| LOON PRESERVATION COMMITTEE | |||||||||||||
| PO BOX 604 | MOULTONBORO | NH | 03254 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| MAD RIVER PATH ASSOCIATION | |||||||||||||
| PO BOX 683 | WAITSFIELD | VT | 05673 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| MAINE SEACOAST MISSION | |||||||||||||
| PO BOX 600 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| MASSACHUSETTS COALITION TO PREVENT GUN VIOLENCE | |||||||||||||
| PO BOX 960014 | BOSTON | MA | 02196 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||||
| 633 THIRD AVENUE 5TH FL | NEW YORK | NY | 10017 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| METROPOLITAN MUSEUM OF ART | |||||||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| METROPOLITAN OPERA | |||||||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | GENERAL CHARITABLE | $30,000 | ||||||
| MISS HALL'S SCHOOL | |||||||||||||
| 492 HOLMES RD | PITTSFIELD | MA | 01201 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| MOHONK PRESERVE INC | |||||||||||||
| PO BOX 715 | NEW PALTZ | NY | 12561 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| MOUNT SINAI MEDICAL CENTER | |||||||||||||
| ONE GUSTAVE L LEVY PLACE - BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| MOUNTAIN HUMANE | |||||||||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| MUSEUM OF FINE ARTS BOSTON | |||||||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| MUSEUM OF SCIENCE | |||||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| MUSICA REGINAE PRODUCTIONS | |||||||||||||
| 59-56 57TH DIVE | MASPETH | NY | 11378 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| MUSICIANS FOUNDATION INC | |||||||||||||
| 875 6TH AVENUE SUITE 2303 | NEW YORK | NY | 10001 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| NANTUCKET ARTS COUNCIL INC | |||||||||||||
| PO BOX 1267 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $31,916 | ||||||
| NANTUCKET ATHENEUM | |||||||||||||
| PO BOX 808 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| NANTUCKET BOYS & GIRLS CLUB INC | |||||||||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| NANTUCKET COMMUNITY SAILING INC | |||||||||||||
| PO BOX 2424 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| NANTUCKET CONSERVATION FOUNDATION | |||||||||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| NANTUCKET COTTAGE HOSPITAL INC | |||||||||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| NANTUCKET GARDEN CLUB INC | |||||||||||||
| PO BOX 627 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $4,000 | ||||||
| NANTUCKET HISTORICAL ASSOCIATION | |||||||||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| NANTUCKET ISLAND SCHOOL OF DESIGN AND THE ARTS | |||||||||||||
| PO BOX 958 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| NANTUCKET LAND & WATER COUNCIL | |||||||||||||
| PO BOX 502 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| NANTUCKET MARIA MITCHELL ASSOCIATION | |||||||||||||
| 4 VESTAL ST | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NANTUCKET SAFE HARBOR FOR ANIMALS INC | |||||||||||||
| PO BOX 2844 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| NATIONAL DANCE INSTITUTE | |||||||||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | N/A | PC | GENERAL CHARITABLE | $20,000 | ||||||
| NATIONAL PUBLIC RADIO | |||||||||||||
| 1111 NORTH CAPITOL ST NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| NEW LEARNING JOURNEY | |||||||||||||
| 700 BRAGG HILL ROAD | FAYSTON | VT | 05673 | N/A | PC | GENERAL CHARITABLE | $12,000 | ||||||
| NEW YORK CITY BALLET | |||||||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | GENERAL CHARITABLE | $2,500 | ||||||
| NEW YORK FOUNDATION FOR ELDERCARE | |||||||||||||
| 320 SEVENTH AVENUE 141 | BROOKLYN | NY | 11215 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| NEW YORK GILBERT & SULLIVAN PLAYERS | |||||||||||||
| 225 WEST 99TH ST 2ND FL | NEW YORK | NY | 10025 | N/A | PC | GENERAL CHARITABLE | $2,500 | ||||||
| NEW YORK YACHT CLUB FOUNDATION | |||||||||||||
| 37 WEST 44TH ST | NEW YORK | NY | 10036 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| NEWTON FOOD PANTRY | |||||||||||||
| 1000 COMMONWEALTH AVENUE | NEWTON CENTRE | MA | 02459 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| OPEN SPACE INSTITUTE INC | |||||||||||||
| 1370 BROADWAY FL 5 | NEW YORK | NY | 10018 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| PALLIATIVE AND SUPPORTIVE CARE OF NANTUCKET FOUNDATION | |||||||||||||
| PO BOX 3541 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $7,500 | ||||||
| PAN-MASSACHUSETTS CHALLENGE INC | |||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | GENERAL CHARITABLE | $25,000 | ||||||
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| PLEIADES NETWORK | |||||||||||||
| 475 VAN BUREN ST UNIT 1 | BROOKLYN | NY | 11221 | N/A | PC | GENERAL CHARITABLE | $500 | ||||||
| POTOMAC CRESCENT WALDORF SCHOOL | |||||||||||||
| 424 NORTH WASHINGTON ST | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL CHARITABLE | $3,500 | ||||||
| PROFESSIONAL CHILDRENS SCHOOL INC | |||||||||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL CHARITABLE | $20,000 | ||||||
| PROJECT HEALING WATERS FLY FISHING INC | |||||||||||||
| PO BOX 695 | LA PLATA | MD | 20646 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| REFUGEE PROTECTION INTERNATIONAL | |||||||||||||
| 5 BOW ROAD | BELMONT | MA | 02478 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||||||||
| 3003 SOUTH STATE ST SUITE 8000 | ANN ARBOR | MI | 48109 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| RESILIENT SISTERHOOD PROJECT INC | |||||||||||||
| 255 MAIN STREET 8TH FL | CAMBRIDGE | MA | 02412 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| RIP MEDICAL DEBT | |||||||||||||
| N/A | PC | GENERAL CHARITABLE | $5,000 | PO BOX 411675 | BOSTON | BRITISH COLUMBIA | CA | 02241 | |||||
| ROCKAWAY THEATRE COMPANY | |||||||||||||
| PO BOX 940806 | ROCKAWAY PARK | NY | 11694 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| ROOSEVELT UNIVERSITY | |||||||||||||
| 430 SOUTH MICHIGAN AVE SUITE WB1700 | CHICAGO | IL | 60605 | N/A | PC | GENERAL CHARITABLE | $50,000 | ||||||
| SAIL NEWPORT INC | |||||||||||||
| 72 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| SANDY HOOK PROMISE FOUNDATION | |||||||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| SCULPTURE SCHOOL CO | |||||||||||||
| PO BOX 893 | WAITSFIELD | VT | 05673 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| SEACOAST SCIENCE CENTER INC | |||||||||||||
| 570 OCEAN BLVD | RYE | NH | 03870 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SECOND STEP INC | |||||||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| SHELBURNE FARMS | |||||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A | PC | GENERAL CHARITABLE | $13,000 | ||||||
| SMALL FRIENDS ON NANTUCKET INC | |||||||||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SOUTHOLD YACHT CLUB | |||||||||||||
| PO BOX 546 | SOUTHOLD | NY | 11971 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| SQUAM LAKES NATURAL SCIENCE CENTER | |||||||||||||
| PO BOX 173 | HOLDERNESS | NH | 03245 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| ST HILDA'S & ST HUGH'S SCHOOL | |||||||||||||
| 619 WEST 114TH STREET | NEW YORK | NY | 10025 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| ST JUDE'S RANCH FOR CHILDREN | |||||||||||||
| 200 WILSON CIRCLE | BOULDER CITY | NV | 89005 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| ST LUKE'S FOUNDATION INC | |||||||||||||
| 377 NORTH WILTON ROAD | NEW CANAAN | CT | 06840 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| STAR ISLAND CORPORATION | |||||||||||||
| 30 MIDDLE STREET | PORTSMOUTH | NH | 03801 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| SUN VALLEY COMMUNITY SCHOOL INC | |||||||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | |||||||||||||
| 525 WEST 120TH STREET - BOX 306 | NEW YORK | NY | 10027 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| THE ADVOCATES | |||||||||||||
| PO BOX 3216 | HAILEY | ID | 83333 | N/A | PC | GENERAL CHARITABLE | $10,000 | ||||||
| THE CRISIS HOTLINE | |||||||||||||
| PO BOX 939 | KETCHUM | ID | 83340 | N/A | PC | GENERAL CHARITABLE | $8,000 | ||||||
| THE FRICK COLLECTION | |||||||||||||
| 1 EAST 70TH ST | NEW YORK | NY | 10021 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| THE HOME FOR LITTLE WANDERERS INC | |||||||||||||
| 72 EAST DEDHAM ST | BOSTON | MA | 02118 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| THE HOMESTEAD OF NANTUCKET | |||||||||||||
| 115 MAIN STREET | NANTUCKET | MA | 02554 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| THE PRO-VOICE PROJECT FOUNDATION INC | |||||||||||||
| 319 NORTH 1ST AVENUE SUITE 2 | SANDPOINT | ID | 83864 | N/A | PC | GENERAL CHARITABLE | $15,000 | ||||||
| THE TOWN SCHOOL | |||||||||||||
| 540 EAST 76TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL CHARITABLE | $500 | ||||||
| TOWN OF AMHERST MA | |||||||||||||
| 4 BOLTWOOD AVENUE | AMHERST | MA | 01002 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| TRINITY SCHOOL | |||||||||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL CHARITABLE | $4,000 | ||||||
| TROUT UNLIMITED INC | |||||||||||||
| 1700 N MOORE STREET SUITE 2005 | ARLINGTON | VA | 22209 | N/A | PC | GENERAL CHARITABLE | $1,500 | ||||||
| TRUSTEES OF RESERVATIONS | |||||||||||||
| 200 HIGH STREET 4TH FL | BOSTON | MA | 02110 | N/A | PC | GENERAL CHARITABLE | $3,000 | ||||||
| UNITE TO LIGHT | |||||||||||||
| 1117 STATE STREET 19 | SANTA BARBARA | CA | 93101 | N/A | PC | GENERAL CHARITABLE | $1,000 | ||||||
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||||||||
| 516 OCEAN ROAD | SANTA BARBARA | CA | 93106 | N/A | PC | GENERAL CHARITABLE | $4,000 | ||||||
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | GENERAL CHARITABLE | $15,000 | ||||||
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INC | |||||||||||||
| 9 EDGEWOOD ROAD | DURHAM | NH | 03824 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| WBUR - TRUSTEES OF BOSTON UNIVERSITY | |||||||||||||
| 890 COMMONWEALTH AVENUE 3RD FL | BOSTON | MA | 02215 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| WCAI | |||||||||||||
| PO BOX 82 | WOODS HOLE | MA | 02543 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| WEST KORTRIGHT CENTRE INC | |||||||||||||
| 49 WEST KORTRIGHT CHURCH ROAD | EAST MEREDITH | NY | 13757 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| WESTCHESTER LAND TRUST INC | |||||||||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| WGBH EDUCATIONAL FOUNDATION | |||||||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | N/A | PC | GENERAL CHARITABLE | $6,000 | ||||||
| WINGS OF THE DAWN BIRD SANCTUARY | |||||||||||||
| PO BOX 53 | HENNIKER | NH | 03242 | N/A | PC | GENERAL CHARITABLE | $2,000 | ||||||
| WOOD RIVER TRAILS COALITION | |||||||||||||
| PO BOX 756 | HAILEY | ID | 83333 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| WOOLMAN HILL INC | |||||||||||||
| 107 KEETS ROAD | DEERFIELD | MA | 01342 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| WORLD CENTRAL KITCHEN INC | |||||||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| YELLOWSTONE FOREVER | |||||||||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | N/A | PC | GENERAL CHARITABLE | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $913,916 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $380,548 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,343,210 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,723,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,723,758 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (175 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500SH ABB LIMITED | $34,879 | $100,770 |
| 1000SH ABBOTT LABORATORIES | $111,064 | $132,660 |
| 200SH ABBVIE INC | $40,316 | $42,080 |
| 500SH ACCENTURE PLC | $51,610 | $129,985 |
| 899SH ADVANCED ENRGY INDUSTRIES | $55,939 | $134,563 |
| 1099SH ADVANCED MICRO DEVICES INC | $146,015 | $178,730 |
| 700SH AFFILIATED MANAGERS GROUP | $109,222 | $157,374 |
| 1000SH AKAMAI TECHNOLOGIES COM | $22,929 | $79,130 |
| 400SH ALAMO GROUP INC | $70,916 | $84,584 |
| 200SH ALIGN TECHNOLOGY INC | $29,778 | $28,392 |
| 3397SH ALPHABET INC | $349,447 | $725,362 |
| 2011SH AMAZON.COM INC | $286,545 | $460,519 |
| 200SH AMERICAN EXPRESS CO | $58,662 | $66,256 |
| 1050SH AMERICAN INTERNATIONAL GROUP | $78,063 | $85,386 |
| 200SH AMERICAN TOWER CORP | $45,960 | $40,770 |
| 1400SH AMETEK INC | $193,876 | $258,720 |
| 350SH AMGEN INC | $40,301 | $100,699 |
| 1100SH ANALOG DEVICES INC | $193,648 | $276,441 |
| 780SH ANHEUSER-BUSCH INBEV | $47,717 | $48,803 |
| 450SH AON PLC | $158,897 | $165,150 |
| 2329SH APPLE INC | $233,801 | $540,654 |
| 285SH APPLIED MATERIALS INC | $62,485 | $45,817 |
| 401SH ARISTA NETWORKS INC | $33,442 | $54,757 |
| 387SH ASML HOLDING NV | $291,839 | $287,394 |
| 1800SH ASTRAZENECA PLC | $106,162 | $143,820 |
| 225SH AUTODESK INC | $66,228 | $70,808 |
| 950SH AZENTA INC | $29,914 | $29,013 |
| 7100SH BANK OF AMERICA CORP | $276,068 | $360,254 |
| 1500SH BANK OF NEW YORK MELLON CORP | $11,100 | $158,400 |
| 100SH BERKSHIRE HATHAWAY INC CL B | $1,706 | $50,298 |
| 6778.896SH BLACKROCK ADVANTAGE INTERNATIONAL FUND | $150,578 | $151,169 |
| 9652.509SH BLACKROCK GLOBAL EQUITY MARKET | $136,790 | $137,259 |
| 817SH BLACKSTONE INC | $66,626 | $140,034 |
| 700SH BOSTON SCIENTIFIC CORP | $26,035 | $73,850 |
| 4000SH BOX INC | $108,883 | $130,520 |
| 1500SH BRISTOL-MYERS SQUIBB CO | $70,686 | $70,770 |
| 177SH BROADCOM INC | $33,106 | $52,638 |
| 900SH CARDINAL HEALTH INC | $48,696 | $133,902 |
| 500SH CARLYLE GROUP INC | $7,780 | $32,280 |
| 346SH CATERPILLAR INC | $108,063 | $144,988 |
| 100SH CBRE GROUP INC | $14,583 | $16,212 |
| 1900SH CELESTICA INC | $89,083 | $370,025 |
| 2700SH CHEWY INC | $75,768 | $110,592 |
| 400SH CHUBB LIMITED COM | $79,074 | $110,028 |
| 1275SH CIRRUS LOGIC INC | $98,150 | $145,592 |
| 2400SH CITIZENS FINL GROUP INC | $84,934 | $125,472 |
| 1397.985SH CLEARBRIDGE SELECT FUND | $71,705 | $83,907 |
| 7200SH CNH INDUSTRIAL | $74,354 | $82,440 |
| 3000SH COCA-COLA CO | $178,709 | $206,970 |
| 400SH COGNIZANT TECHNOLOGY SOLUTIONS | $29,074 | $28,900 |
| 100SH COINBASE GLOBAL INC | $39,394 | $30,454 |
| 2900SH COOPER COS INC | $246,528 | $195,446 |
| 370SH CORPAY INC | $100,106 | $120,498 |
| 500SH CUBESMART | $21,301 | $20,460 |
| 532SH D R HORTON INC | $40,850 | $90,163 |
| 1500SH DANAHER CORPORATION | $339,168 | $308,730 |
| 450SH DARDEN RESTAURANTS INC | $78,762 | $93,123 |
| 750SH DECKERS OUTDOOR CORP | $137,341 | $89,723 |
| 3000SH DEUTSCHE TELEKOM | $54,215 | $109,977 |
| 400SH DICKS SPORTING GOODS | $89,671 | $85,120 |
| 1200SH DISNEY WALT CO | $111,277 | $142,056 |
| 2625.075SH DWS SMALL-CAP CORE FUND | $124,166 | $144,484 |
| 400SH DYCOM INDUSTRIES INC | $42,991 | $100,988 |
| 500SH EATON CORP | $142,995 | $174,570 |
| 3224.09SH EATON VANCE EMERGING AND FRONTIER COUNTRIES | $45,912 | $56,293 |
| 13919.264SH EATON VANCE STRATEGIC INCOME FUND | $92,701 | $94,790 |
| 305SH ELI LILLY & COMPANY | $197,159 | $223,438 |
| 3500SH ENERGY TRANSFER LP | $43,983 | $62,020 |
| 3040SH ENTERPRISE PRODUCT PARTNERS LP | $55,877 | $97,705 |
| 125SH ENTRADA NETWORKS INC | $740 | $0 |
| 2000SH EOG RESOURCES INC | $233,898 | $249,640 |
| 2600SH EQUINOR ASA SPON | $60,660 | $63,986 |
| 500SH ETSY INC | $29,645 | $26,505 |
| 4400SH EXELIXIS INC | $93,657 | $164,648 |
| 500SH EXTRA SPACE STORAGE INC | $59,361 | $71,790 |
| 394SH EXXON MOBIL CORP | $34,421 | $45,030 |
| 884.33SH FIRST EAGLE OVERSEAS FUND | $25,000 | $27,105 |
| 2020SH FIRST TR VI RISING DIVID ACHIEVERS | $115,206 | $132,795 |
| 700SH FISERV INC | $73,871 | $96,726 |
| 1500SH FORTINET INC | $34,495 | $118,155 |
| 3550SH FRESENIUS MEDICAL CARE AG SPON | $74,112 | $91,235 |
| 200SH GENERAL DYNAMICS CORP | $55,610 | $64,914 |
| 2300SH GENPACT LIMITED COM | $79,684 | $104,282 |
| 91SH GOLDMAN SACHS GROUP INC | $12,965 | $67,818 |
| 2700SH GREIF INC | $114,632 | $176,337 |
| 6700SH HEXAGON AB ADR | $61,521 | $74,236 |
| 200SH HILTON WORLDWIDE HLDGS | $52,024 | $55,212 |
| 550SH HOME DEPOT INC | $171,159 | $223,724 |
| 200SH HUMANA INC | $57,278 | $60,732 |
| 2000SH ICU MEDICAL INC | $298,829 | $255,320 |
| 500SH ILLINOIS TOOL WORKS INC | $130,423 | $132,325 |
| 500SH INSULET CORP | $138,072 | $169,940 |
| 2000SH INTERACTIVE BROKERS GROUP INC | $40,523 | $124,480 |
| 400SH INTERNATIONAL BUSINESS MACHINES | $103,684 | $97,396 |
| 15545.812SH INVESCO CORPORATE BOND FUND | $98,197 | $97,628 |
| 1523SH INVESCO ETF S&P MIDCAP QUALITY | $150,295 | $159,123 |
| 222SH INVESCO QQQ TRUST | $106,522 | $126,629 |
| 4030SH ISHARES TR CURRENCY HEDGED | $153,221 | $156,142 |
| 630SH ITRON INC | $77,286 | $77,452 |
| 1341SH JPMORGAN CHASE & CO | $165,480 | $404,204 |
| 250SH L3HARRIS TECHNOLOGIES | $62,733 | $69,405 |
| 650SH LCI INDS | $59,712 | $68,523 |
| 475SH LINDE PLC | $187,642 | $227,188 |
| 2500SH LONDON STOCK EXCHANGE GROUP | $68,762 | $78,525 |
| 130SH LOWES COS INC | $25,696 | $33,548 |
| 400SH MARATHON PETE CORP | $68,966 | $71,884 |
| 600SH MCDONALDS CORP | $144,243 | $188,124 |
| 17SH MERCADOLIBRE INC | $28,943 | $42,039 |
| 450SH MERCK & CO. INC | $35,692 | $37,854 |
| 335SH MERIT MEDICAL SYSTEMS | $29,889 | $30,331 |
| 267SH META PLATFORMS INC | $141,101 | $197,233 |
| 800SH MICROCHIP TECHNOLOGY INC | $18,630 | $52,000 |
| 318SH MICRON TECHNOLOGIES INC | $19,997 | $37,845 |
| 1750SH MICROSOFT CORP | $576,925 | $886,708 |
| 1100SH MILLICOM INTERNATIONAL | $34,210 | $53,141 |
| 2300SH MPLX LP | $69,682 | $117,001 |
| 1500SH NCR ATLEOS | $27,816 | $59,430 |
| 2700SH NEXTERA ENERGY INC | $200,756 | $194,535 |
| 460SH NICE LTD | $70,726 | $65,021 |
| 9444SH NVIDIA CORPORATION | $384,489 | $1,644,956 |
| 400SH NXP SEMICONDUCTORS N V | $89,837 | $93,940 |
| 1500SH OGE ENERGY CORP | $47,440 | $66,990 |
| 100SH ONTO INNOVATION INC | $23,466 | $10,600 |
| 749SH ORACLE CORPORATION | $48,186 | $169,371 |
| 210SH OSHKOSH CORP | $29,779 | $29,268 |
| 200SH PALANTIR TECHNOLOGIES | $31,682 | $31,342 |
| 272SH PALO ALTO NETWORKS | $24,597 | $51,821 |
| 220SH PAYCOM SOFTWARE INC | $49,425 | $49,973 |
| 100SH PEPSICO INC | $1,733 | $14,865 |
| 3000SH PERRIGO COMPANY PLC | $74,468 | $71,220 |
| 5000SH PETROLEO BRASILEIRO | $59,082 | $62,000 |
| 2000SH PFIZER INC | $46,951 | $49,520 |
| 6500SH PHOTRONICS INC | $72,056 | $147,355 |
| 8712.993SH PIMCO INCOME FUND | $92,888 | $94,536 |
| 1200SH PROCTOR & GAMBLE | $136,713 | $188,448 |
| 200SH PROGRESSIVE CORP | $55,490 | $49,412 |
| 3753.947SH PUTNAM LARGE-CAP VALUE FUND | $132,917 | $143,326 |
| 290SH QUANTA SERVICES | $87,780 | $109,608 |
| 100SH REGENERON PHARMACEUTICALS | $53,052 | $58,070 |
| 100SH S&P GLOBAL INC | $38,728 | $54,844 |
| 150SH SAP SE SPONSORED | $27,050 | $36,469 |
| 2308SH SCHWAB STRATEGIC TR FUNDAMENTAL INTL LARGE CO | $88,875 | $97,005 |
| 1500SH SHOPIFY INC | $21,006 | $211,920 |
| 400SH SIEMENS AG SPON ADR | $48,911 | $55,552 |
| 100SH SNAP ON INC. | $33,839 | $32,524 |
| 2250SH SPARTANNASH CO | $41,771 | $60,300 |
| 1000SH SS&C TECHNOLOGIES HLDGS INC | $73,537 | $88,660 |
| 1100SH STANDARD MOTOR PRODUCTS | $41,373 | $42,691 |
| 1000SH STARWOOD PROPERTY INC | $18,911 | $20,270 |
| 500SH STRATEGIC ED INC | $40,155 | $40,675 |
| 800SH SYNCHRONY FINANCIAL | $49,375 | $61,072 |
| 100SH SYNOPSYS INC | $52,525 | $60,352 |
| 561SH TAIWAN SEMICONDUCTOR MANUFACTURING | $18,709 | $129,518 |
| 1700SH TECHNIPFMC PLC | $60,825 | $62,492 |
| 600SH TEXTRON INC | $48,519 | $48,096 |
| 440SH THE CIGNA GROUP | $86,180 | $132,383 |
| 300SH THE TRADE DESK INC | $5,679 | $16,398 |
| 150SH THERMO FISHER SCIENTIFIC | $65,726 | $73,908 |
| 500SH TJX COMPANIES INC | $30,452 | $68,305 |
| 900SH TOTAL ENERGIES SE | $54,400 | $56,475 |
| 2000SH TOWER SEMICONDUCTOR LTD | $67,336 | $117,640 |
| 6000SH TTM TECHNOLOGIES INC | $71,480 | $267,420 |
| 900SH UNILEVER PLC | $35,617 | $56,880 |
| 400SH UNION PAC CORP | $82,521 | $89,428 |
| 87SH UNITED RENTALS INC | $30,284 | $83,202 |
| 400SH VERISIGN INC | $73,849 | $109,348 |
| 2700SH VIRTU FINL INC | $73,242 | $113,184 |
| 500SH VISA INC | $147,984 | $175,890 |
| 7000SH VODAFONE GROUP | $71,173 | $83,720 |
| 100SH VULCAN MATLS CO | $27,407 | $29,116 |
| 400SH WELLTOWER INC REIT | $58,680 | $67,312 |
| 250SH WEST PHARMACEUTICAL SERVICES | $57,641 | $61,738 |
| 1250SH WESTERN MIDSTREAM PARTNERS LP | $7,736 | $49,013 |
| 1000SH WILLIAMS COMPANIES INC | $29,127 | $57,880 |
| 400SH WILLIAMS SONOMA INC | $72,732 | $75,276 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD FEE-NY LAW JOURNAL | $170 | $0 | $170 |
| FILING FEES | $750 | $0 | $750 |
| OFFICE EXPENSES | $164 | $0 | $164 |
| WEB DESIGN/ANNUAL HOSTING FEES | $323 | $0 | $323 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $128,993 | Amt |
| Net Investment Income | $128,993 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $41,976 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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