EASTON FAMILY FUND INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EASTON FAMILY FUND INC (EIN 13-6103454)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-23
- IRS object ID
- 202533579349100503
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-23T08:38:45-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135549855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davidson Dawson & Clark LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E 42nd St 38th Fl | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136103454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTON FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 2127345044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 65TH STREET 13B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH EASTON | PersonNm |
| Person Title | CHAIRMAN/SECY | PersonTitleTxt |
| Phone | 2127345044 | PhoneNum |
| Signature | 2025-12-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Louise M Fitzsimons | PreparerPersonNm |
| PTIN | P01390736 | PTIN |
| Phone | 2125577700 | 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 | $1,584,687 | 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 | $34,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,912 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,912 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,787 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,787 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,054 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $65 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,522 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $990 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,238 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,238 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,435 | CashBOYAmt |
| Cash EOY | $18,604 | CashEOYAmt |
| Cash EOYFMV | $18,604 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,521 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,733 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $671,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $664,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,519,712 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,499 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,554 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,430 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,638 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $781,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $736,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,584,687 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $961,111 | CapitalStockBOYAmt |
| Capital Stock EOY | $961,111 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$180,080 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$225,071 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $781,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $736,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $781,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $736,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $781,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,991 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $736,040 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $736,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NY Community Bancorp Inc frac sh | P | 2022-01-01 | 2024-07-12 | $7 | $26 | -$19 | -$19 |
| Vanguard Index Fds 133.022 shs | P | 2022-01-01 | 2025-02-07 | $39,999 | $10,909 | $29,090 | $29,090 |
| Union Pacific RR Pass Thru CTF | P | 2022-01-03 | 2025-04-25 | $1,338 | $1,497 | -$159 | -$159 |
| Return of capital -various | P | 2022-01-03 | 2025-06-30 | $363 | $363 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,912 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $943 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS EASTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9179714347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 507 Hendricks Isle Apt No 3 | AddressLine1Txt |
| City | Ft Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS EASTON | ||||||||
| 507 Hendricks Isle Apt No 3 | Ft Lauderdale | FL | 33301 | PRESIDENT/TRE | 0.00 | $0 | $0 | $0 |
| ELIZABETH EASTON | ||||||||
| 30 East 65th Street 13B | New York | NY | 10065 | CHAIRMAN/SECY | 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 | $1,491,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,559,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,559,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,536,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $915 | TotalTaxAmt |
| Distributable Before Adj | $75,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,238 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $78,366 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,855 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,393 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,424 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,369 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $269,407 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,238 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,346 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $302,753 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $78,366 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $224,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,855 | ExcessFromYear4Amt |
| Excess From Year3 | $27,393 | ExcessFromYear3Amt |
| Excess From Year2 | $19,424 | ExcessFromYear2Amt |
| Excess From Year1 | $91,369 | ExcessFromYear1Amt |
| Excess From Current Year | $33,346 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| American Academy of Arts & Sciences | ||||||||||
| 136 Irving Street | Cambridge | MA | 02138 | NONE | General suppport | $1,380 | ||||
| Center for Curatorial Leadership | ||||||||||
| 174 East 80th Street | New York | NY | 10075 | NONE | Curatorial research | $10,000 | ||||
| Chabad of Mumbai | ||||||||||
| NONE | Religious outreach | $15,725 | Nariman Lighthouse Azad Nigar | ColabaMumbai | India | IN | ||||
| Chabad West Village | ||||||||||
| 12 Grove Court | New York | NY | 10014 | NONE | Religious outreach | $18,576 | ||||
| Contemporary Art Group-The New York Gallery History Project | ||||||||||
| 1304 Sanborn Ave | Los Angeles | CA | 90027 | NONE | In honor of Elizabeth Dee | $250 | ||||
| Frick Collection | ||||||||||
| 1 East 70th Street | New York | NY | 10021 | NONE | General support | $1,658 | ||||
| Hollister House Garden | ||||||||||
| 300 Nettleton Hollow Road | Washington | CT | 06793 | NONE | General support | $35 | ||||
| Innisfree Garden | ||||||||||
| 362 Tyrrel Road | Millbrook | NY | 12545 | NONE | General support | $258 | ||||
| Massachusetts Museum of Contemporary Art MASS MoCA | ||||||||||
| 1040 MassMoCA Way | North Adams | MA | 01247 | NONE | Arts, culture and humanities | $26,500 | ||||
| Memorial Sloan Kettering | ||||||||||
| 1275 York Ave | New York | NY | 100656007 | NONE | General support | $250 | ||||
| Metropolitan Museum of Art | ||||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | Development European paintings | $10,000 | ||||
| Metropolitan Opera | ||||||||||
| 30 Lincoln Center | New York | NY | 10023 | NONE | Education in opera | $6,100 | ||||
| MOMA Giving | ||||||||||
| 11 West 53rd Street | New York | NY | 10019 | NONE | Educational programs | $1,500 | ||||
| Music Mountain | ||||||||||
| PO Box 738 | Lakeville | CT | 06039 | NONE | Music teaching programs | $1,000 | ||||
| Pan Mass Challenge | ||||||||||
| 77 4th Avenue | Needham | MA | 02494 | NONE | Cancer research | $4,106 | ||||
| Project Sage Inc | ||||||||||
| PO Box 717 | Lakeville | CT | 06069 | NONE | General support | $2,510 | ||||
| Roebling Museum | ||||||||||
| 100 2nd Ave | Roebling | NJ | 08554 | NONE | General support | $760 | ||||
| Sharon Community Foundation | ||||||||||
| PO Box 471 | Lakeville | CT | 06069 | NONE | General support | $250 | ||||
| Sharon Fire Department Inc | ||||||||||
| 36 W Main St | Sharon | CT | 06069 | NONE | Support volunteer fire workers | $250 | ||||
| Sharon Historical Society and Museum | ||||||||||
| 18 Main St | Sharon | CT | 06069 | NONE | General support | $1,500 | ||||
| Sharon Land Trust | ||||||||||
| PO Box 1027 | Sharon | CT | 06069 | NONE | Preserve rural heritage | $250 | ||||
| Studio In A School | ||||||||||
| 75 West End Avenue | New York | NY | 10023 | NONE | Foster creative and intellectual development | $1,030 | ||||
| Symphony Space Inc | ||||||||||
| 2537 Broadway | New York | NY | 10025 | NONE | General support | $500 | ||||
| The Garden Conservancy | ||||||||||
| PO Box 608 | Garrison | NY | 10524 | NONE | Garden preservation | $250 | ||||
| The Hotchkiss Library | ||||||||||
| 10 Upper Main Street | Sharon | CT | 06069 | NONE | Capital campaign | $1,000 | ||||
| Wassaic Project | ||||||||||
| 37 Furnace Bank Road | Amenia | NY | 12592 | NONE | Foster the arts | $2,000 | ||||
| Wethersfield Foundation Inc | ||||||||||
| 257 Pugsley Hill Road | Armenia | NY | 12501 | NONE | La Foce: Paradise in Tuscany | $100 | ||||
| Whitney Museum | ||||||||||
| 99 Gansevoort Street | New York | NY | 10014 | NONE | Art and humanities | $1,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,238 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $34,355 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,787 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,912 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $67,054 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,054 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Mutual Funds | $105,293 | $104,565 |
| Fidelity Exchange Traded Products | $256,167 | $930,627 |
| Fidelity Stocks | $302,813 | $484,520 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Fidelity Other-REIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $26,430 | BookValueAmt |
| EOYFMV | $19,638 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Chase bank fees | $40 | $0 | $0 |
| ADR fees | $180 | $180 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gain distributions | Desc |
| Revenue And Expenses Per Books | $3,787 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,787 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,787 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIRST MANHATTAN INVESTMENT FEES | CategoryTxt |
| Amt | $65 | Amt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $990 | $990 | $0 |
| Federal excise taxes 2023 | $499 | $0 | $0 |
| Federal excise taxes 2023 | $768 | $0 | $0 |
| Federal excise taxes 2023 | $265 | $0 | $0 |
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